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The Secret Weapons List: This Video Has the Inside Scoop

The Road Map: The Must Have's

Tech Stack Road Map

CRM Expert & Automations Wiz

🧠 The CRM Genius You’ve Been Looking For —  10+ years transforming chaos into clarity.

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⚙️ Automate Everything — From leads to invoices, your CRM will finally run your business — not the other way around.

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🚀 Turn Clicks Into Clients — Seamless tech stack setups that boost conversions and sales team efficiency overnight.

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🔗 Integrate. Sync. Simplify. — JotForm, Apollo.io, JustCall, QuickBooks, Make.com — perfectly connected and fully automated.

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💡 Train. Optimize. Scale. — Hands-on CRM training that turns your team into pros.

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🚒🔥 Meltdowns happen. That’s why our 24/7 CRM support never sleeps. We may be grumpy at 4 a.m., but we’ll still pick up and get your system back on track.​

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Want us to set it all up for you?

  • Customizations and Workflow Automation

  • Integrations with your Tech Stack⚙️API

  • Team Training, Group and One on One 📼

  • Efficiency and Time Savings

  • 🚒🔥24 Hour Support

(386) 766-4949

2025 Best of:
Tech Stack Winners and Losers

CRM - Customer Relationship Management

​​The Winners:

Pipedrive

  • Ease of use & clean user experience

  • Strong pipeline & deal management capabilities.

  • Automation & workflow efficiencies

  • Integrations & extensibility

  • Cost-effectiveness & scalability

  • (Built for small/medium teams)

HighLevel

  • All-in‑one platform (marketing + CRM + automation)

  • Powerful automation & workflows

  • White-label / SaaS capability (especially for agencies)

  • Multi‑channel communication built in

  • Strong value / cost efficiency

​​The Losers:

Hubspot

  • Cost escalates quickly as you grow

  • Complex / confusing pricing & “hub” structure

  • Dependence on using HubSpot’s full stack / “all-in-one” design

  • Limited or restricted features on lower tiers / free version

  • Overwhelmingness / setup & adoption hurdles

Salesforce

  • High cost & licensing complexity

  • Steep learning curve & complexity

  • Customization & implementation overhead​

  • Performance, slowdowns & maintenance burden

  • Poor support, hidden issues, or feature gaps in expectations

Telephone Systems

The Winner:

Justcall

  • Ease of Use & Intuitive Interface

  • Strong Call & Message Management Features

  • Good Customer Support & Responsiveness

  • AI Sales Agent

  • IVR - Voice Routing

RingCentral

​​The Losers:

  • Overly Complex & Cluttered Interface

  • Poor Customer Support

  • Frequent Call Quality Issues​

Aircall

  • Unreliable Call Quality

  • Limited Reporting & Analytics

  • Pricing Doesn’t Match Feature Set​

Google Voice

  • Free product

  • Very poor quality

  • Constant missed called

  • You get what you "pay" for

  • No Integrations allowed​

Integration Tool (API)

The Winner:

Make.com

  • Required to Integrate other apps with your CRM and quarterback on the Tech Stack Team

  • 70% Cheaper than Zapier

  • Faster, MUCH MUCH Faster than Zapier

  • Basic plan is $9 a month for 10,000 tasks

​​The Loser:

Zapier

  • Expensive, Adds up fast as you grow. Only 750 Tasks with entry plan of $29.99 a month

  • Slow.  5 Mins on some triggers

  • Bugs.   Often shutting down your automations.

  • Sends CONSANT Emails.

Form Builders

The Winners:

Jotform

  • Powerful Rules 

  • Integrates with Credit Card Software

  • HIPAA Compliant version

  • PDF Scanner

Gravity Forms

  • Go to if your website is built on Wordpress and don't need the extra's that Jotform offers like HIPAA compliance or complicated rules.   Example:   When a state is chosen, a new drop down appears with the county.  That's a nested menu and needs something powerful like Jotform.

​​The Losers:

Google Forms
Typeform

  • Limited Design / Customization Options

  • Weak Advanced Logic & Analytics.  Garbage Integration.

  • Dependence on Internet + No Offline Capability

  • Cost / Value for Money

  • Limited Functionality for Complex Workflows

  • Page by Page based forms people don't like.

Data Enrichment

The Winners:

Apollo.io

  • Keeps CRM & contact data fresh, complete, and reliable

  • Saves time & reduces manual work

  • 110 Data Enrichments a Month on Basic Plan

propertyradar-logo-1.png

  • Powerful property & owner data to find off-market opportunities.

  • Build targeted lists and automate outreach with ease.

  • Real-time insights to dominate your local market.

Documents, Contracts and Quotes

Winner:

PandaDoc

  • User-Friendly Document Creation

  • CRM & Tool Integrations

  • Built-in E-signature & Document Tracking

​​The Losers:

Adobesign
Docusign

  • Pricing Concerns

  • Occasional Integration Hiccups

  • Learning Curve and Complexity

  • Cost for Advanced Features

  • User Interface Preferences

  • Support Response Times

Website Builders

Winners:

Wordpress
Shopify
Squarespace
Wix

Contact Me

Reach out today and let’s build your solution together.

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