One system
Intake to handoff in one place
Leads, accounts, contacts, opportunities, partners, tasks, and cases stay tied together.
We set it up
Workflow before software
We map intake, pipeline, partner cadences, and handoffs, then configure the workspace and train your team.
We operate it
Monthly improvements
Intake rules, partner cadences, lifecycle segments, reports, and views keep pace as your workflow shifts.
Leads, accounts, contacts, opportunities, partners, tasks, cases, dashboards, reports, email templates, custom fields, and simple automations in one managed system.
We map intake, pipeline, partner cadences, and handoffs, configure the workspace, import clean data, build your first dashboards, and train the people who will use it every week.
Your plan includes a bounded, operator-run improvement queue: intake rules, partner cadences, lifecycle segments, reports, dashboards, templates, and workflow adjustments. You own the business; we own the system.
Phone or web leads route to an owner with source, status, first response, and next step in place. Reps work a path, not a blank screen.
Partner accounts with expected activity, referrals tied back to opportunities, and dashboards that show which partners are actually producing.
Segmented email from your customer graph with templates, open and click tracking, and threaded replies. Re-engage the right people without leaving the record.
Stage-based opportunities with amounts, close dates, and next steps. Stale deals surface automatically so manager reviews stop chasing memory.
Won deals create handoff tasks and customer cases with the account context attached, so delivery starts knowing what was sold.
Lead sources, open pipeline, overdue tasks, stale deals, partner activity, and recent handoffs in one view — no spreadsheet cleanup before the weekly review.
01
Phone calls land in the CTI panel. Web forms route by rule. Every new record gets a source, owner, status, and first follow-up task before anything goes cold.
02
A sales process moves the rep through the right path — qualification fields, required next steps, and stage-specific layouts. Reps work a process, not a blank screen.
03
Opportunities move through stages with amounts, close dates, and required next steps. Stale deals surface automatically so manager reviews stop chasing memory.
04
Partner accounts get expected activity. Referred opportunities tie back to the source partner. Dashboards show which partners are actually producing this month.
05
Segments built from the customer graph receive templated email with open and click tracking. Replies thread back to the right record — nothing dies in a separate marketing tool.
06
Lead sources, open pipeline, partner activity, stale deals, overdue tasks, and recent handoffs in one trusted dashboard — no spreadsheet cleanup before the weekly review.
Before RidgeCRM
Leads live in inboxes, spreadsheets, and reps’ heads.
Follow-up depends on whoever remembers to chase it.
Partner and referral activity is hard to measure or hold accountable.
Lifecycle outreach sits in a separate tool, disconnected from the customer record.
Dashboards are manual, stale, or nobody trusts them.
Every process change needs technical help nobody officially owns.
After RidgeCRM
Every lead has an owner, a status, and a next step.
Guided intake keeps reps inside the right process.
Partner cadences make it obvious which partners need attention this week.
Lifecycle segments come straight from the customer graph — one record, one history.
Owners get dashboards they can actually use in a Monday standup.
Monthly improvements keep the system aligned as the business changes.
Find where intake, partner activity, follow-ups, handoffs, and reporting leak today.
Map intake routing, ownership, follow-up rules, partner cadences, sales stages, lifecycle reach-outs, and handoff points.
Identify the dashboards leadership needs to trust the system.
Separate standard setup from custom integrations, cleanup, or major rebuilds.
Turn the agreed workflow into a workspace your team uses daily.
Configure users, fields, layouts, pipeline stages, partner records, reports, email templates, and simple automations.
Import clean data and connect records to owners, next steps, and dashboards.
Train reps, managers, and the internal owner before go-live.
We improve intake rules, partner cadences, lifecycle segments, and reports as your workflow shifts.
Review intake response time, stale deals, partner activity, overdue tasks, and dashboard accuracy.
Run a bounded improvement queue with one client owner so the system never decays.
Document what changed and what should be improved next.
Book a CRM Workflow Audit and we will map how intake, pipeline, partner cadences, handoffs, and reporting should work in one managed system.
One clean intake-and-pipeline workflow. Contacts, tasks, a basic pipeline, and a starter owner dashboard.
/mo
$1,500-$2,500 setup
Intake, pipeline, contacts, and tasks
Basic owner dashboard
Limited monthly CRM changes
Best for one clear intake-to-pipeline workflow and a lighter monthly operating cadence.
The flagship plan. Intake, pipeline, handoffs, partner cadences, lifecycle reach-outs, and a monthly operating cadence in one managed system.
/mo
$3,500-$7,500 setup
Intake, pipeline, partner cadences, and handoffs
Dashboards, reports, templates, and lifecycle reach-outs
Up to 5 small CRM improvements/month
Monthly CRM operating review
For service businesses too serious for spreadsheets but not ready to hire an internal CRM admin.
Multiple teams, heavier custom objects, partner programs, lifecycle messaging at scale, integrations, and a deeper operating cadence.
/mo
$10,000+ setup
Partner programs and custom objects
Integration scoping and migration planning
Dedicated monthly operating cadence
Major custom builds, messy cleanup, and third-party vendor coordination are quoted separately.
Included monthly
Adjustments your operator handles inside the monthly cadence so the system keeps pace with how you actually sell.
Field, layout, and validation tweaks
Pipeline stage changes and intake rule edits
Partner cadence and lifecycle segment adjustments
New reports, dashboards, and saved list views
Email templates and simple automation rules
User, role, and permission changes
Clean CSV imports and minor data fixes
Scoped separately
Anything that needs design, discovery, integration testing, or significant developer time is quoted as a scoped project with its own timeline.
Custom integrations with accounting, ERP, or telephony platforms
Messy data cleanup and large historical migrations
Customer or partner portals and external-facing apps
Major custom modules, custom objects, or workflow rebuilds
Advanced API work, custom triggers, and bespoke tenant code
Urgent same-day development and third-party vendor coordination
If you are unsure where something lands, the audit answers it. We name the scope before the contract.
RidgeCRM is a managed CRM service for growing B2B service businesses. You buy the platform, the implementation, and a bounded monthly operating layer in one contract — so intake, pipeline, partner cadences, handoffs, and reporting all run in one accountable system without hiring an internal CRM admin.
The audit maps how intake, partner activity, follow-ups, pipeline, lifecycle reach-outs, handoffs, and reporting work today. That lets us recommend the right workspace, dashboards, automations, setup scope, and pricing before you commit to implementation.
Small requests include intake rule tweaks, partner cadence adjustments, lifecycle segment edits, field changes, layout edits, dashboards, reports, list views, templates, users, minor import fixes, and simple automations. Larger custom integrations, messy data cleanup, custom apps, and major workflow rebuilds are scoped separately.
RidgeCRM is best for owner-led B2B service businesses with phone or web intake, valuable leads, repeated follow-up, partner or referral activity, messy sales-to-service handoffs, and no internal CRM owner. If you only want the cheapest software subscription, we are probably not the right fit.
Those are strong software platforms. RidgeCRM is for companies that need the software plus an operator who configures it, runs the monthly improvement queue, keeps intake and partner cadences current, and stays accountable for the system.
Yes. Phone-led intake is one of the workflows we run best. RidgeCRM includes a built-in CTI panel with dial pad, inbound and outbound states, call timer, mute, hold, hang up, and call disposition logging via Twilio. Every call lands on the activity timeline against the right lead, contact, or account, so reps work a path instead of a blank screen.
Yes. Partner accounts are first-class. We configure expected activity cadences for each partner, tie referred opportunities back to the source partner, and build dashboards that show which partners are actually producing. Cadence reviews and partner activity sit inside the monthly operating queue so the program stays current.
All-in-one growth platforms are built for marketing agencies: funnels, websites, courses, white-label resale. RidgeCRM is built for service-business operations: intake, pipeline, partner cadences, handoffs, and lifecycle reach-outs from your customer graph. We are workflow-first, not agency-first — and we run it as your operator, not as a self-serve toolkit.
CRM workflow ideas, implementation lessons, and practical notes for service-business operators.
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Managed CRM for growing B2B service businesses.