See Your Entire CRM System in Action

Experience how a fully prebuilt system—complete with funnels, calendars, forms, pipelines, and automations—turns every lead into a booked client automatically.

From your first lead magnet download to your booked discovery call, every form, trigger, and pipeline is working together behind the scenes.
You’ll see exactly how your system captures leads, tracks every inquiry, and follows up automatically—so you can focus on what you do best: serving clients.

Watch the demo to see how your prebuilt CRM saves time, boosts conversions, and transforms your firm into a client-attracting machine.

Everything You Need to Capture, Convert, and Onboard Clients — Already Built In

The Client Intake Standard System is more than software—it’s your firm’s new engine for growth.
Built on a powerful CRM platform, this prebuilt system is fully connected with funnels, forms, pipelines, and automation workflows already in place.
Just plug in your logo, connect your domain, and launch a client experience that runs on autopilot—so you can focus on what you do best: serving your clients.

“No tech stress. No starting from scratch. Just a ready-to-run CRM built for your firm.”

Features Include:

  • A Prebuilt Funnel: Capture leads through done-for-you landing pages designed to convert prospects into appointments.

  • Automated Workflows: Every inquiry, form, and booking triggers customized automations that follow up automatically.

  • Integrated Pipelines: Track each lead from first contact to onboarding—all stages visible in one dashboard.

  • Smart Booking Calendars: Fully integrated scheduling so clients can instantly book consultations or services.

  • Customizable Forms: Collect the right client data every time and route it directly into your CRM.

  • All-in-One Portal: Access your funnels, calendars, forms, pipelines, and automations all in one secure space.

  • Monthly Portal Maintenance (Optional): Keep your CRM optimized, secure, and supported with hands-on system updates, workflow audits, and performance reporting.

Pricing:

💼 One-Time Setup Fee: $1,200
🔄 Ongoing Portal Maintenance & Access: $97/month

Your setup fee covers complete CRM installation, customization, and launch.
Your monthly fee ensures continued access, maintenance, and system hosting inside your dedicated CRM portal—powered by Tylam Automation Solutions.

Yes-This Entire CRM System is Already Built for You

Get your ready-to-launch CRM preloaded with funnels, automations, forms, and client onboarding workflows — all tailored for small businesses.
No tech setup. No coding. Just plug it in, personalize it, and start signing clients faster..

Price Reminder:

💼 One-Time Setup: $1,200
🔄 Ongoing Access & Portal Maintenance: $97/month

💡 What Happens After You Purchase

Once your payment is confirmed, your Client Intake Standard System is activated immediately.
You’ll receive:

  • 🧠 A private CRM portal with your prebuilt funnel, forms, and automations already installed.

  • 🔧 Personalized setup guidance to connect your logo, domain, and client forms.

  • 🚀 A walkthrough showing how to manage leads, bookings, and onboarding automatically.