Every workflow your business needs, unified in one engine
A deep look at the CRM, communication, automation, booking, funnel and reporting architecture that powers every Scaling Atomic Startup build, and exactly what it means for how your business runs day to day.
Access from $97 a month
Every engine is configured specifically for your business, not handed to you as a generic template. Your monthly plan covers your live, managed system; the one-time bespoke build is scoped and charged separately.
Your fully configured CRM, automations, conversations, calendars, funnels and reporting, hosted, maintained and supported on an ongoing basis.
- Full access to your configured CRM and pipeline
- Unified conversations across every connected channel
- Your live automations, calendars and funnels, kept running
- Ongoing hosting, monitoring and platform support
The one-time, done-for-you configuration of your system: your pipeline, automations, funnels and reporting, mapped and built around how your specific business operates.
- A dedicated strategy session to map your business first
- Custom pipeline, fields, tags and automations, built for you
- Funnels, forms and calendars configured and connected
- Quoted upfront once we understand what you need built
Sending volume beyond your plan's allowance is billed separately at a low usage rate. Full detail lives in our Billing and Payments Policy.
We map your business before we build anything
Every business runs differently, and every business inside the same industry runs differently again. Before a single pipeline stage, automation or funnel is configured, we spend real time understanding how your business actually operates: your processes, your offers, your team, and where the manual work is really happening. That's what a bespoke build means to us. Not a template with your logo on it, a system built specifically around your business, so it actually gets used.
Extensive mapping experience
We've mapped complex, multi-stage builds across a wide range of business types, each with its own processes, offers and teams, so your build is guided by real experience, not guesswork.
Built around your process, not a template
Your pipeline stages, fields, automations and funnels are configured around how your business actually works, not handed to you as a one-size-fits-all setup.
Time back for what matters
The point of a bespoke build is to free up your time from manual admin and follow-up, so you can focus on the parts of your business that actually need you.
Nine systems, one continuous engine
Scroll through exactly what each part of the platform does, and how it removes manual work from your day.
A single source of truth for every contact
Every lead, customer and past client lives in one structured CRM, with custom fields, tags and segments built around how your business actually qualifies and moves deals forward. No more checking three different spreadsheets to find out where a deal really stands.
Each contact record builds its own history automatically: every call, message, form fill, booking and note attached to a single timeline, so anyone on your team can pick up a conversation with full context, instantly.
- Custom pipelines with unlimited stages per deal type
- Custom fields, tags and smart lists for precise segmentation
- Full contact activity timeline, from first touch to close
- Task assignment and internal notes on every record
- Bulk actions, filters and smart lists to segment any audience
- Duplicate contact protection, so your data stays clean
Every channel, one shared inbox
SMS, email, WhatsApp, Facebook Messenger, Instagram DMs and Google Business messages all land in a single conversation thread, per contact, so nothing is ever missed across channels. Your team stops jumping between five different apps just to reply to one lead.
Every incoming message is automatically attached to that contact's CRM record, so context, history and next steps are always visible, whoever picks up the conversation.
- Two-way SMS and email from one shared inbox
- Missed-call text-back, so no inbound call goes unanswered
- Social DMs (Facebook & Instagram) routed into the same thread
- Team inbox with assignment, so the right person always replies
- Read receipts and reply status, so nothing slips through
- Saved reply templates for common questions
Automations that run your business while you don't
Build branching, multi-step workflows with triggers, conditions and actions across every channel, so every lead gets the right message at the right time, automatically. This is the layer that replaces the manual follow-up your team used to do by hand.
Workflows can run continuously in the background: tagging contacts, updating pipeline stages, assigning tasks and sending messages, all without anyone needing to remember to do it.
- Visual drag-and-drop builder with if/else branching logic
- Triggers from form fills, tag changes, pipeline moves and more
- Multi-channel actions: SMS, email, tasks, notifications
- Drip campaigns and nurture sequences on autopilot
- Automatic tagging and pipeline updates as leads move forward
- Internal alerts, so your team is notified the moment it matters
Booking that removes the back-and-forth
Prospects book directly onto synced calendars, with automatic confirmations and reminders that cut no-shows without a single manual message. No more "does Tuesday at 2 work?" email chains.
Every booking is tied back to the contact's CRM record and can trigger its own automation, from a reminder sequence to a pre-call questionnaire, so appointments show up prepared, not cold.
- Self-service booking pages with live availability
- Two-way calendar sync so double-booking never happens
- Round-robin routing across multiple team members
- Automated SMS and email reminders before every booking
- Custom booking pages per service, offer or team member
- Automatic rescheduling and cancellation handling
High-converting pages, built into your system
Landing pages, funnels, forms and surveys are built, hosted and tracked directly inside the same platform running your CRM and automations, no separate page builder, domain or plugin required.
Every form submission flows straight into your CRM as a new or updated contact, tagged and routed instantly, so the moment someone converts, your system already knows what to do next.
- Drag-and-drop funnel and website builder
- Native forms and surveys that feed directly into the CRM
- A/B split testing on every funnel step
- One-click templates, fully customized to your brand
- Mobile-optimized pages that load fast on any device
- Custom domains connected directly to your funnels
Clarity on every lead, every dollar
Real-time dashboards show exactly where leads originate, how they move through your pipeline, and which channels actually drive revenue, so decisions are made on data, not guesswork.
Instead of piecing together numbers from separate ad accounts, spreadsheets and inboxes, every report pulls from the same live system your team is already working in, so the numbers always match reality.
- Attribution reporting across every marketing channel
- Pipeline and conversion dashboards, updated in real time
- Call tracking and campaign-level performance data
- Custom reports, exportable for leadership review
- Team-level performance visibility across every stage
- Historical trends, so you can spot patterns quarter to quarter
Get paid without leaving your system
Quotes, invoices, contracts and payments run from the same platform as your pipeline and client records, so there's no separate accounting tool to reconcile against your CRM by hand.
A signed contract or a paid invoice can trigger its own automation, updating the pipeline stage and notifying your team the moment money or a signature comes in.
- Quotes and invoices, created and sent from the contact record
- Contracts and e-signatures, tracked through to completion
- One-off and recurring payment collection, online or in person
- Text-to-pay links for fast, secure mobile payments
- Signed documents and paid invoices that can trigger their own workflow
Turn finished clients into your next lead source
Review requests go out automatically once a project or purchase is marked complete, and every response is tracked and displayed back through the same system, no separate reputation tool required.
If part of what you deliver includes onboarding material, training or a members' area, that can live in the same platform too, alongside a private community space for clients to stay engaged.
- Automated review requests, triggered the moment a job is done
- Review monitoring and response, in one place
- Online courses and membership content, if part of your offer
- A private community space to keep past clients engaged
- Referral requests built into the same post-project sequence
Keep the whole team working from one place
Tasks, internal notes and handoffs live next to the contact they relate to, so nothing depends on a side conversation in a group chat that nobody else can see.
Where you already rely on other tools, native integrations and an open API mean this engine can connect outward rather than force a full replacement on day one.
- Task assignment and due dates, tied to the relevant contact or deal
- Role-based user access for every member of your team
- Native integrations plus an open API for anything else you run
- A client-facing portal for invoices, contracts and course access
- Clear activity history, so handoffs between team members are seamless
Every one of the nine systems above ships as part of the same Scaling Atomic Startup Engine, they aren't separate add-ons. Your CRM, conversations, automations, calendars, funnels, payments, reputation and reporting all read from the same contact record.
See it built around your business
Every feature above is configured around your specific pipeline, your channels and your offer, not a generic template. Access starts from $97/month, with your bespoke build quoted separately.
Book a Strategy Session