Operations / CRM Services
For businesses struggling to keep track of clients, communication, and internal tasks.
Use our CRM systems to organize, automate, and scale your operations — while keeping every client and project right where they belong: in one place.
Includes:
CRM Design & Setup
Workflow Automations
Integrated Calendars & Notifications
Team Dashboards & Reports
Mobile Access for On-the-Go Management
Our Operations / CRM Packages
BUILDERS
Centralize your client communication, bookings, and lead tracking — all in one simple dashboard.
• CRM access (1 pipeline + contact tracking)
• 1 calendar + booking link
• Mobile app dashboard
SCALERS
Streamline how your business runs day-to-day with automation, team access, and smart reporting.
• Includes multi-user CRM setup with pipelines for each department
• Team dashboards
• Workflow automations, Slack or email notifications
• Integrated department calendars
• Custom report tracking.
EXPANDERS
Build a complete operations ecosystem — from client management to forecasting and performance analytics.
•Includes enterprise CRM build-out with multi-department automation
• Project management integration
• Client portal setup
• Team dashboards, KPI tracking,
• Pipeline forecasting with quarterly performance reporting.
Not sure where to start?
or
Need a custom CRM or a project-based operations setup?
We can build, automate, or optimize
your internal systems — on your terms.
Turn systems into solutions with an operations-powered CRM ecosystem, offering:
A single source of truth for your business operations
Automations that save hours every week
Real-time insights and performance tracking
Organized client, team, and project workflows
Run your business smarter, not harder — with CRM systems that connect your people, processes, and performance.
Our Operations / CRM Systems help small businesses like yours Replace spreadsheets with automation to Improve team accountability and visibility
There’s never a “right time” to organize your operations — only the decision to start.
"Before this system, our team was juggling five different tools. Now everything lives in one dashboard — it’s a game-changer."
-Lauren U, CEO Mental Health Coalition
Operations / CRM Services — Top FAQs
We get it—there’s a lot to consider. That’s why we’re here to make things simple, support you
every step of the way, and make sure you feel informed and empowered. Here are the answers to the most common questions we get.
What types of businesses can benefit from your CRM systems?
Our CRM solutions fit any business that manages clients, projects, or leads. From agencies and consultancies to service-based businesses — we help you stay organized and efficient.
How long does setup take?
Builder systems typically launch within 1–2 weeks, while Scaler and Expander setups take 3–6 weeks depending on complexity.
Do I need technical experience to use your CRM?
No. Our systems are intuitive and easy to use. We handle setup, training, and optimization so your team can focus on work — not tech.
What’s the difference between Builder, Scaler, and Expander packages?
- Builder: Start simple with one CRM pipeline and calendar.
- Scaler: Add teams, automations, and department pipelines.
- Expander: Build an enterprise-grade system with analytics, forecasting, and client portals.
Can I customize my CRM system?
Absolutely. Every system is built around your workflows and tools. You can also request add-ons as your business grows.
What tools can you integrate with my CRM?
We integrate with Slack, Gmail, Airtable, ClickUp, Notion, PandaDoc, and more. If it has an API, we can connect it.
Do you provide training or ongoing support?
Yes. Every package includes onboarding and support. Scaler and Expander plans also include optimization sessions or strategy reviews.
How will this improve my business performance?
By removing bottlenecks, automating follow-ups, and giving you visibility across departments — so you can scale faster and manage smarter.
Can you migrate our existing data?
Yes. We offer safe, secure data migration for contacts, deals, and records from your current system.
How do I get started?
Click “Let’s Get Started” or book a discovery session. We’ll review your operations and recommend the best setup for your goals.
Discover how to centralize your operations and streamline your workflow in under 15 minutes.
Helping mission-driven founders find clarity, clients and confidence.
CONTACT US
We’re available by phone @ 914-230-6511
Email: friends@growwithjass.com
Opening Hours: Monday till Friday 9 to 6 EST