What's Included in the CRM
Scalvera CRM replaces multiple subscriptions with one integrated system. We set it up before you log in.
- Visual drag-and-drop pipelines to track every opportunity and deal stage
- Unlimited contact storage — no penalties for growing your database
- Automated follow-up tasks and reminders so no lead goes cold
- Built-in appointment booking that syncs with Google and Outlook
- Revenue forecasting based on pipeline value and close rates
- Unified inbox for email, SMS, Instagram DMs, WhatsApp, and Google Chat
Common Problems We Fix
Most small businesses struggle with the same CRM issues.
- Leads stuck in spreadsheets with no follow-up system
- Paying for separate CRM, calendar, and email marketing tools
- No visibility into which deals are progressing and which are stalled
- Team members working from different tools with no shared view
- Manual data entry eating hours every week
- Missed opportunities because follow-ups depend on memory
Who It's For
Scalvera CRM is built for service businesses that need to track leads, manage appointments, and close deals without complexity.
- Home service companies managing estimates, jobs, and repeat customers
- Law firms tracking intake, consultations, and case pipeline
- Medical practices and medspas managing patient bookings and follow-ups
- Real estate agents nurturing buyer and seller leads through closing
- Solar and energy companies managing long sales cycles
- Coaches and consultants tracking clients and program enrollments
How we set up your CRM integration
Discovery call (free)
We audit your current tools, lead sources, and follow-up process to find every gap.
Custom integration build
We connect your CRM, forms, email, SMS, and review platforms — configured for your business, not a generic template.
Testing & launch
Every trigger, automation, and notification is tested live before we hand it off.
Ongoing support
We monitor your integrations and fix any issues — included in your monthly plan.
Scalvera serves small businesses in Bellingham, Mount Vernon, Burlington, Anacortes, and across Skagit and Whatcom County. Our CRM integration service is fully done-for-you — we handle the setup, testing, and maintenance so you can focus on running your business.