The questions founders actually ask before they call us.

We build Sales Process Automation for family-owned and founder-led businesses. That means turning what's in the founder's head — how leads come in, how quotes get sent, how jobs get tracked, how invoices get paid — into a connected system the whole team can run. We work across Salesforce, HubSpot, Zoho, Microsoft Dynamics, and the accounting tools you already use.

Family-owned businesses, founder-led operating companies, and growing service firms — typically $2M–$50M in revenue — where the founder is still the bottleneck. If you're running the business out of spreadsheets, sticky notes, and one person's inbox, we can help.

The easiest way is the 15-minute Succession Scorecard. You'll get a detailed report on how dependent your business is on you, where the gaps are, and what to fix first. Free, no sales pitch attached.

Engagements start at $3K for a scoped diagnostic and roadmap, and scale from there based on what you need built. Most full implementations run 60–120 days. We don't sell licenses — we configure what you already pay for, or help you pick the right platform if you haven't yet.

Two paths. If you want to talk, book a 30-minute call and we'll walk through your business in plain English. If you want a structured starting point first, take the Scorecard and we'll send you the report.

It's the system that runs your business from first contact to paid invoice — without depending on you being in the room. Lead capture, follow-up, quoting, closing, invoicing, project handoff, and customer service all flow through one connected system your team can see and operate.

A CRM is the database. Sales Process Automation is the operating system around it — the workflows, automations, handoffs, and reporting that turn the database into actual revenue. Most businesses we meet have a CRM they barely use because nobody built the process layer.

Lead routing and follow-up, quote-to-proposal, contract send-and-sign, project kickoff, recurring service reminders, invoice generation and payment tracking, customer feedback loops, and renewal cycles. Anything that's currently happening in someone's head or in a spreadsheet is a candidate.

Yes, when it's set up right. The goal is that data gets entered once, the system does the routing and reminders, and your team focuses on the human work — relationships, quoting, delivery — instead of copying information between tools.

AI is most useful in three places: drafting follow-up emails, summarizing customer conversations, and surfacing accounts that need attention. We integrate AI where it saves real time. We don't bolt it on for the demo.

Most clients see better visibility and fewer dropped leads within the first 30 days. Measurable revenue impact — higher close rates, faster cycles, more repeat business — typically shows up in months two through six as the team fully adopts the new process.

Primarily Salesforce, HubSpot, Zoho, and Microsoft Dynamics 365. We also integrate with Pipedrive, Zendesk, and Monday.com depending on what you already use. We're platform-agnostic — we recommend what fits your business, not what pays us the best.

It depends on size, budget, and complexity. As a rule of thumb: HubSpot for marketing-led teams under 25 people, Salesforce for sales-led teams or anyone planning to scale past 50, Zoho for cost-sensitive operations. We do this assessment in the first call — no pre-baked recommendation.

This is the most common engagement. We audit what's there, figure out why adoption stalled, rebuild the process layer, clean up the data, and re-train the team. Usually you don't need a new platform — you need someone to make the one you have actually work.

Yes. QuickBooks, NetSuite, Xero, Stripe, payment processors, e-signature, project management, and Microsoft 365 or Google Workspace. The goal is one connected system from first contact to paid invoice — not five disconnected tools.

The platforms we use — Salesforce, HubSpot, Zoho, Microsoft — are enterprise-grade with encryption, role-based access, and audit logging. We add best-practice permission design, MFA, backup strategies, and DKIM/SPF/DMARC email authentication so your customer and financial data is genuinely protected, not just hosted.

Done right, no. We use a staged approach: clean and map your data, build and test in a sandbox, run a parallel period, then cut over in phases. Your team keeps serving customers throughout. We never do a "rip and replace" weekend.

Philip founded AeyeCRM after years of building sales and service operations inside family-owned and founder-led businesses. He runs every engagement personally, supported by a small team of certified Salesforce and HubSpot specialists. You'll know who's doing the work and you'll talk to them directly.

Yes. AeyeCRM is headquartered in Austin, TX. We work with clients across the US and meet by appointment at our Barton Springs office when that's useful.

Yes. Most clients move into a managed services arrangement after go-live — admin changes, new automation, user refreshers, feature rollouts, and troubleshooting. You're not handed a system and abandoned.

That's the whole point. We design around how your team actually works, run hands-on training during rollout, and stay involved after go-live. If a workflow isn't getting used, we fix the workflow — not blame the user.

We're built for businesses where the founder is still in the room. No 40-page SOWs, no junior consultants doing the work behind a partner who sold it. You get senior, hands-on configuration from someone who has actually run operations at scale.