Services

Client list software (CRM) setup for small businesses

A CRM is a single list of everyone who has called, booked or bought from you, with notes on what happens next. We set one up for you, or clean up the one you already pay for, and connect it to your website.

The numbers

Estimates, not promises. Swap in your own numbers.

  • 52 leads a yearthat could slip through the cracks, for exampleExample estimate: if you get 10 new leads a week and 1 in 10 is never followed up: 10 x 52 x 0.1 = 52
  • $6,500 a yearin jobs from those leads, for exampleExample estimate: if 1 in 4 of those 52 leads would have booked a job worth, say, $500: 52 x 0.25 x $500 = $6,500

The short answer

Johto Data sets up a simple CRM for small businesses, or cleans an existing one, and connects website forms and the booking page so every new lead lands in it with its source. It is an add-on; add-ons start from $190. We use the CRM the owner already has, or a simple new one.

The problem

  • Leads arrive by phone, email, text and website, and nobody sees them all in one place.
  • The CRM you pay for has hundreds of duplicates, so nobody trusts it.
  • You cannot tell which ads or listings bring in work.

What we do about it

We set up a short list of stages that match how you sell, keep only the details you will really fill in, import your cleaned list, and connect your forms and booking page. Every lead gets a source.

What's included

  • CRM chosen with you: your current one, or HubSpot or Attio on a starter plan
  • Simple steps that match how you really sell
  • Only the details you will use: name, contact, service, source, value
  • Your existing list cleaned and imported (up to 5,000 contacts in the starting add-on)
  • Website form and booking page connected
  • A short how-to for you and your staff

Pricing

Every business starts with a short call. Here is where pricing begins.

Starting package

Starting at $1,950 setup + $290/mo

Add-ons from $190.

A fast, phone-friendly website, your Google Business profile and review requests, search and AI-search basics, and a booking page.

Full Build

Custom, tailored on a 15-minute call

For bigger teams and more than one location: database build and cleanup, campaigns, a website rebuild, AI workflows and team training.

Every quote is tailored. Tell us your size and pick the add-ons you want.

Outreach we run follows CAN-SPAM and honors every opt-out. Text messages go only to opted-in contacts.

How it works: we do the work

  1. A 15-minute call. You tell us about your business, your staff size and what is not working. We listen and ask about the tools you already use.
  2. Written plan and tailored quote. We send a short plan with a starting price for your size and the add-ons you picked. Nothing starts until you approve it.
  3. We build it on your accounts. We set everything up in accounts in your name. You click Authorize yourself; we never ask for your passwords.
  4. Handoff in plain English. We walk you through what we built, show you where everything lives and answer your questions. Monthly care is there if you want us to keep it running.

Questions owners ask

Do I have to switch CRMs?

No. We work with the CRM you already use. If you have none, we set up a simple new one.

Which CRM do you recommend?

For most small teams, a starter plan of HubSpot or Attio is enough to start. We pick with you based on what you already use.

Can you move my old spreadsheets in?

Yes. We clean them first, then import them, so duplicates do not come along.

Who owns what you build?

You do. The website, lists, automations and accounts are set up in your name, and they stay yours if you stop working with us.

How much does it cost?

Packages start at $1,950 setup + $290/mo, with add-ons from $190. Bigger projects are a custom Full Build, tailored on a 15-minute call. Every quote is tailored. Tell us your size and pick the add-ons you want.

Talk it through in 15 minutes

Tell us about your business and what is not working. We send a short plan and a tailored quote. Nothing starts until you approve it.