Wisconsin · Services

# CRM & Marketing Automation for Wisconsin Businesses

Most businesses do not have a lead problem. They have a follow-up problem. We set up CRMs, email and text automations, outreach systems and review requests so every lead gets a fast response, every customer gets asked back and you can see exactly where your sales come from.

- **Starting at:** $250

- **Services:** 20

- **Service area:** Wisconsin & nationwide

- **Response:** Within one business day

## See it working: live demos

[The Lakeview Supper ClubReview replies in your voiceDraft a warm reply to every review in your own voice, even the one written in Spanish.Try it live →](https://wisconsintechshop.com/demos/ai-review-replies/)

## CRM & Marketing services

Word of mouth still rules in Wisconsin, so we build systems that multiply it: automatic review requests, referral rewards and friendly follow-ups that sound like you, not a marketing robot.

- [CRM Setup & Implementation](https://wisconsintechshop.com/crm-marketing/crm-setup/): Get a CRM your team will actually use: set up around your sales process, loaded with your contacts and connected to your website, email and phone. (From $750)
- [HubSpot Setup & Integration](https://wisconsintechshop.com/crm-marketing/hubspot-setup/): HubSpot set up right: CRM, pipelines, forms, email, sequences and reporting, plus custom integrations with your website, store and billing. (From $750)
- [Email Marketing Automation](https://wisconsintechshop.com/crm-marketing/email-marketing-automation/): Automated emails that make money while you work: welcome series, abandoned carts, win-backs, birthdays, reviews and seasonal campaigns. (From $600)
- [Cold Email Outreach System for B2B](https://wisconsintechshop.com/crm-marketing/cold-email-outreach-system/): A complete, compliant cold email system (domains, warm-up, lists, sequences and reply handling) that books meetings with the businesses you want to work with. (From $750)
- [Email Deliverability: SPF, DKIM & DMARC Setup](https://wisconsintechshop.com/crm-marketing/email-deliverability/): Stop landing in spam. We set up SPF, DKIM and DMARC, fix sending reputation and meet Gmail, Yahoo and Microsoft sender requirements. (From $250)
- [Transactional Email Setup (Receipts, Alerts & Notifications)](https://wisconsintechshop.com/crm-marketing/transactional-email-setup/): Reliable receipts, order confirmations, password resets and alerts, sent from your domain through a proper email provider and designed to match your brand. (From $400)
- [SMS & Text Message Marketing](https://wisconsintechshop.com/crm-marketing/sms-marketing/): Compliant text message marketing with opt-in keywords, promotions, reminders and two-way replies, measured by real sales. (From $500)
- [Sales Funnel & Lead Generation Funnel Development](https://wisconsintechshop.com/crm-marketing/sales-funnel-development/): Complete lead funnels (landing pages, offers, forms, follow-up emails and booking) built to turn ad clicks and visitors into booked calls and sales. (From $1,250)
- [Lead Nurturing & Drip Campaigns](https://wisconsintechshop.com/crm-marketing/lead-nurturing-automation/): Automated follow-up that keeps you in front of leads who are not ready yet, with helpful emails and texts that bring them back when they are. (From $600)
- [Google Review Generation System](https://wisconsintechshop.com/crm-marketing/google-review-generation/): Automatically ask every customer for a Google review at the right moment by text and email, and respond to every review with AI-drafted replies. (From $450)
- [Customer Loyalty & Rewards Program](https://wisconsintechshop.com/crm-marketing/customer-loyalty-program/): A loyalty and rewards program that works in store and online: points, punch cards, tiers, birthday rewards and member-only offers. (From $1,250)
- [Referral Program Software](https://wisconsintechshop.com/crm-marketing/referral-program/): Turn happy customers into your sales team with trackable referral links, rewards for both sides and automatic payouts or credits. (From $900)
- [GA4, Google Ads & Meta Conversion Tracking Setup](https://wisconsintechshop.com/crm-marketing/conversion-tracking-setup/): Know exactly which ads, pages and channels bring calls, leads and sales, with GA4, Google Ads, Meta Conversions API and call tracking set up correctly. (From $375)
- [Klaviyo & Mailchimp Setup and Migration](https://wisconsintechshop.com/crm-marketing/klaviyo-mailchimp-setup/): Set up or migrate Klaviyo and Mailchimp with clean lists, segments, flows and templates connected to your store and CRM. (From $450)
- [Abandoned Cart Recovery](https://wisconsintechshop.com/crm-marketing/abandoned-cart-recovery/): Win back shoppers who leave without buying, with well-timed emails and texts, checkout fixes and incentives that protect your margins. (From $400)
- [Online Surveys, Polls & Feedback Systems](https://wisconsintechshop.com/crm-marketing/survey-polling-system/): Surveys and polls by web, email and text, with smart logic, live results dashboards and AI summaries of open-ended answers. (From $375)
- [Campaign Volunteer & Supporter Management](https://wisconsintechshop.com/crm-marketing/campaign-volunteer-management/): Organize supporters, volunteers, yard signs and events in one place, with sign-up forms, shift scheduling and follow-up emails for campaigns and causes. (From $375)
- [AI-Powered Sales Automation (Sequences, Follow-Ups & Pipeline)](https://wisconsintechshop.com/crm-marketing/sales-automation/): Never let a lead go cold: automatic follow-up sequences, tasks and reminders for your team, AI-personalized emails and a pipeline that updates itself. (From $750)
- [AI-Powered Customer Email Automation (Welcome, Follow-Up, Review & Win-Back)](https://wisconsintechshop.com/crm-marketing/customer-email-automation/): The emails that keep customers coming back, sent automatically at the right moment: welcome, order and appointment follow-ups, review requests, reorder reminders and win-backs, personalized by AI. (From $500)
- [Business Texting Registration (A2P 10DLC & Toll-Free Verification)](https://wisconsintechshop.com/crm-marketing/business-texting-registration/): Get your business texts delivered again. We register your brand and texting campaign with the carriers (A2P 10DLC) or verify your toll-free number, fix the opt-in and privacy wording that gets registrations rejected, and keep you compliant. (From $250)

## Who we help

Service businesses, B2B companies doing outreach, ecommerce stores, clinics, real estate teams and any business that loses leads in an inbox or a notebook.

### Popular with

- [Restaurants](https://wisconsintechshop.com/industries/restaurants/)
- [Breweries, Wineries & Distilleries](https://wisconsintechshop.com/industries/breweries-wineries/)
- [Contractors & Remodelers](https://wisconsintechshop.com/industries/contractors/)
- [HVAC, Plumbing & Electrical](https://wisconsintechshop.com/industries/home-services/)
- [Roofing & Exteriors](https://wisconsintechshop.com/industries/roofing/)
- [Auto Repair & Dealerships](https://wisconsintechshop.com/industries/automotive/)
- [Retail Shops & Boutiques](https://wisconsintechshop.com/industries/retail/)
- [Real Estate Agents & Brokerages](https://wisconsintechshop.com/industries/real-estate/)
- [Dental Offices](https://wisconsintechshop.com/industries/dental/)
- [Chiropractic, PT & Wellness](https://wisconsintechshop.com/industries/wellness/)
- [Salons, Barbers & Spas](https://wisconsintechshop.com/industries/salons-spas/)
- [Gyms & Fitness Studios](https://wisconsintechshop.com/industries/fitness/)
- [Insurance Agencies](https://wisconsintechshop.com/industries/insurance/)
- [Nonprofits](https://wisconsintechshop.com/industries/nonprofits/)
- [Churches & Ministries](https://wisconsintechshop.com/industries/churches/)
- [Event & Wedding Venues](https://wisconsintechshop.com/industries/event-venues/)
- [Ecommerce & DTC Brands](https://wisconsintechshop.com/industries/ecommerce-brands/)
- [Consultants & Professional Services](https://wisconsintechshop.com/industries/professional-services/)
- [Political Campaigns & Candidates](https://wisconsintechshop.com/industries/political-campaigns/)
- [Polling & Research Firms](https://wisconsintechshop.com/industries/polling-research/)
- [Newspapers, Media & Publishers](https://wisconsintechshop.com/industries/media-news/)
- [Music, Dance & Art Studios](https://wisconsintechshop.com/industries/studios/)
- [Cleaning & Janitorial Services](https://wisconsintechshop.com/industries/cleaning-services/)
- [HOAs, Condo & Lake Associations](https://wisconsintechshop.com/industries/hoa-associations/)
- [Senior Living & Home Care](https://wisconsintechshop.com/industries/senior-care/)
- [Coffee Shops & Bakeries](https://wisconsintechshop.com/industries/coffee-shops-bakeries/)
- [Food Trucks & Caterers](https://wisconsintechshop.com/industries/food-trucks-catering/)
- [Florists & Gift Shops](https://wisconsintechshop.com/industries/florists-gift-shops/)
- [Musicians & Content Creators](https://wisconsintechshop.com/industries/musicians-creators/)
- [Coaches & Consultants](https://wisconsintechshop.com/industries/coaches-consultants/)
- [Solar & Energy Companies](https://wisconsintechshop.com/industries/solar-energy/)
- [Cooperatives & Rural Organizations](https://wisconsintechshop.com/industries/cooperatives/)
- [Powersports, Boat & RV Dealers](https://wisconsintechshop.com/industries/powersports-dealers/)

## How it works

1. **Funnel audit:** We map where leads come from, what happens next and where they fall through the cracks.
2. **System plan:** We recommend the CRM, automations and messages to build, with a fixed quote.
3. **Build & write:** We set up the tools, import your contacts, write the sequences and connect your forms.
4. **Report & refine:** You get clear reporting on leads, replies and revenue, and we refine what works.

## Why Wisconsin businesses choose us

### Payments are our specialty

Stripe, invoicing, subscriptions, kiosks and payment portals: the money side of your business is where we are strongest.

### Shipping and logistics know-how

Real-time rates, label automation, perishables and freight: we have built the systems that get orders out the door.

### You own everything

Your code, domain, data and accounts stay in your name. No lock-in and no hostage situations.

### A real local developer

You work directly with the Wisconsin developers building your project, in Central Time, and they pick up the phone.

## CRM & Marketing pricing

Pricing typically starts at $250. Every project gets a fixed quote after a free discovery call.

### What affects the cost

- CRM choice (HubSpot, custom or another platform)
- Number of automations, sequences and messages to write
- Contact list import, cleanup and deliverability setup
- SMS and review-generation tools
- Reporting and attribution needs

[See starting prices for every service](https://wisconsintechshop.com/pricing/)

## CRM & Marketing FAQs

### Is cold email legal?

Yes. In the U.S., commercial email is allowed under CAN-SPAM if you use accurate headers and subject lines, include a physical address and honor unsubscribe requests promptly. We build all of that in, plus the authentication major inboxes require.

### Which CRM should a small business use?

It depends on your sales process and budget. HubSpot is a strong all-rounder; some businesses are better served by a lighter tool or a custom CRM built around their workflow. We will recommend the simplest option that works.

### Can you get us more Google reviews?

Yes. We set up automatic, well-timed review requests by text and email after a job or purchase, which is one of the most effective local SEO moves you can make.

## CRM & Marketing across Wisconsin

We work with businesses statewide, on site across much of Wisconsin and remotely everywhere.

- [Milwaukee, WI](https://wisconsintechshop.com/wisconsin/milwaukee/)
- [Wauwatosa, WI](https://wisconsintechshop.com/wisconsin/wauwatosa/)
- [West Allis, WI](https://wisconsintechshop.com/wisconsin/west-allis/)
- [Oak Creek, WI](https://wisconsintechshop.com/wisconsin/oak-creek/)
- [Waukesha, WI](https://wisconsintechshop.com/wisconsin/waukesha/)
- [Brookfield, WI](https://wisconsintechshop.com/wisconsin/brookfield/)
- [Menomonee Falls, WI](https://wisconsintechshop.com/wisconsin/menomonee-falls/)
- [West Bend, WI](https://wisconsintechshop.com/wisconsin/west-bend/)
- [Madison, WI](https://wisconsintechshop.com/wisconsin/madison/)
- [Sun Prairie, WI](https://wisconsintechshop.com/wisconsin/sun-prairie/)
- [Middleton, WI](https://wisconsintechshop.com/wisconsin/middleton/)
- [Fitchburg, WI](https://wisconsintechshop.com/wisconsin/fitchburg/)
- [Janesville, WI](https://wisconsintechshop.com/wisconsin/janesville/)
- [Beloit, WI](https://wisconsintechshop.com/wisconsin/beloit/)
- [Appleton, WI](https://wisconsintechshop.com/wisconsin/appleton/)
- [Oshkosh, WI](https://wisconsintechshop.com/wisconsin/oshkosh/)
- [Neenah, WI](https://wisconsintechshop.com/wisconsin/neenah/)
- [Fond du Lac, WI](https://wisconsintechshop.com/wisconsin/fond-du-lac/)
- [Green Bay, WI](https://wisconsintechshop.com/wisconsin/green-bay/)
- [De Pere, WI](https://wisconsintechshop.com/wisconsin/de-pere/)
- [Sheboygan, WI](https://wisconsintechshop.com/wisconsin/sheboygan/)
- [Manitowoc, WI](https://wisconsintechshop.com/wisconsin/manitowoc/)
- [Racine, WI](https://wisconsintechshop.com/wisconsin/racine/)
- [Kenosha, WI](https://wisconsintechshop.com/wisconsin/kenosha/)
- [Eau Claire, WI](https://wisconsintechshop.com/wisconsin/eau-claire/)
- [La Crosse, WI](https://wisconsintechshop.com/wisconsin/la-crosse/)
- [Wausau, WI](https://wisconsintechshop.com/wisconsin/wausau/)
- [Stevens Point, WI](https://wisconsintechshop.com/wisconsin/stevens-point/)
- [Marshfield, WI](https://wisconsintechshop.com/wisconsin/marshfield/)
- [Superior, WI](https://wisconsintechshop.com/wisconsin/superior/)

[All Wisconsin locations](https://wisconsintechshop.com/wisconsin/)

## Tell us what you need

Get a free, no-pressure quote from a Wisconsin development team. Tell us a little about your business and we'll reply within one business day with next steps, rough pricing and honest advice.

- Big projects and small ones are all welcome
- Fixed-price quotes, no surprise invoices
- You own your code, data and accounts
- A client portal to track progress, invoices and payments
- Rooted in Wisconsin, serving businesses nationwide

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Source: https://wisconsintechshop.com/crm-marketing/
Contact: hello@wisconsintechshop.com · https://wisconsintechshop.com/contact/