D1TechCreative CRM & Automations

One platform. Total visibility.

Most businesses juggle too many tools: leads in one place, calls in another, follow-ups somewhere else. Our CRM brings everything together into one centralized system, built and customized specifically for your business.

Step 1 of 4

What does your business need most right now?

Select all that apply, we’ll tailor your growth plan.

Where is your business today?

No wrong answers. We build systems for every stage.

When do you want to start?

This helps us prioritize your project.

Last step. Where do we send your growth plan?

Fill in your details and our team will reach out within one business day.

By submitting, you agree to receive calls and texts from D1TechCreative LLC about your request. Msg & data rates may apply. Reply STOP to opt out. Privacy Policy · Terms

LH Lakeside HVACSales pipeline · 31 open · $74,900 Listening for leadsLead captured · 9:41 AMAuto follow-up runningDeal won · invoice paid
New5
Sam OkaforThermostat$310
Dolores WickhamNo cool upstairs$480
Andre BoisvertDuct cleaning$265
Yuki TanakaAnnual tune-up$149
Contacted8
Tom AbernathyNew unit$7,400
Rashida OkonkwoMini-split$4,150
Gil FerraroCoil leak$890
Nadia HaddadVent rebalance$520
Quoted6
Priya NairMaintenance$29/mo
Dez WhitlockHeat pump$8,600
Carla BenitezAttic seal$2,240
Owen FitzgeraldSmart zoning$3,180
Booked12
Ben CastilloFurnace$2,900
Aisha RandolphCompressor$1,470
Marco DelgadoWiring fault$340
Helen KovalenkoDuct sealing$1,120
Won38
Chen familyHeat pump$9,300
Trevino BakeryRooftop unit$12,850
Lorna VasquezAC replacement$5,940
Kip SandovalFurnace install$4,120
Maria ReyesAC repair$1,850Web formSMS sentQuotedThu 2:00 PMPaid $1,850
Won
SMS sent to Maria ReyesAutomation · speed-to-lead0:04
Follow-up #2 scheduledIf no reply by thenTomorrow 9:00
Thu 2:00 PM · Tech: Luis
This month$46,120
38 jobs won+22% vs Aug
A system, not a service

More than software: CRM as a service

Most CRMs end up as an expensive contact list. Yours runs as the engine room of the whole profit system. Pipelines, automations, invoicing, and reporting live in one place, replacing 20+ tools and making sure no lead ever slips through a crack again.

  • One platform replaces 20+ separate subscriptions
  • Every lead followed up automatically, every deal tracked
  • Calls, texts, bookings, and payments in a single view
Everything Your Business Needs to Succeed

Everything connected, in one dashboard

CRM system, Content AI, chat widget, surveys, call tracking, calendars, invoicing, workflows, social scheduling, courses. And that’s only the short list.

01

CRM & sales pipeline

Manage customer communication, track sales activities, and nurture leads through custom stages.

Included in D1TechCreative CRM & Automations
02

Workflow automations

Build simple or complex workflows programmed by conditions so follow-ups fire themselves.

Included in D1TechCreative CRM & Automations
03

Email marketing

Automate emails to customers, warm, and cold contacts. Create newsletters.

Included in D1TechCreative CRM & Automations
04

2-way SMS marketing

Text customers and prospects from one shared inbox.

Included in D1TechCreative CRM & Automations
05

Booking & appointments

Calendars and calendar groups with round-robin features for your team.

Included in D1TechCreative CRM & Automations
06

AI integration

Use ChatGPT and other automated features to create content and handle tasks.

Included in D1TechCreative CRM & Automations
Surveys & forms Tracking & analytics Integrate 3000+ apps Products & payments Call tracking Reputation management Social planner Affiliate manager Courses & memberships Content AI & blogger
CRM & automations

One CRM that follows up so you don’t have to

Pipelines, calls, SMS, email and booking in one dashboard, with 24/7 automations that answer new leads, chase the follow-up and ask for the review. Replaces 20+ tools.

Workflow automations

Automation builder

Conditions decide the next step, so follow-ups fire themselves.

TriggerForm submitted
DelayWait 2 min
ActionSend SMS“Hi Maria, it’s Lakeside HVAC. Can we get a tech out Thu at 2 PM?”
ConditionReplied?
YesNo
ActionBook appointment
ActionCall in 10 min
ActionReview request after job
Ran 1,2031,204 times this monthRunningCompleted · 3.1 s
2-way SMS · email · social

Unified inbox

Every channel lands in one conversation list for your team.

3456unread
RMRavi MenonDo you service Cedar Park? AC not cooling since last nightnow
KTKelsey TranSaw your reel. How much is a tune-up?1m
MRMaria ReyesThursday 2 PM works, thank you!2m
TATom AbernathyCan you send the quote for the new unit?9:12 AM
PNPriya NairRe: Maintenance plan is signed, see attached8:40 AM
DWDana WhitfieldIs the furnace inspection still $89?Yesterday
SOSam OkaforThermostat reading E4 again. Can someone come by?Yesterday
BCBen CastilloRunning 10 min late for the 2:00, sorry!Tue
JLJordan LeeDo you do mini-splits for garages?Mon
Reply from one inbox: SMS, email or DM
Booking & reporting

Booked calendar & the numbers that matter

Round-robin scheduling by tech, with real-time lead tracking on one dashboard.

Week of Sep 8LuisAnaMarcus
Mon8Tue9Wed10Thu11Fri12
9a11a1p3p
8:00AbernathyNew unit install1:00NairSeasonal tune-up
9:00OkaforThermostat swap2:00CastilloFurnace replace
8:30WhitfieldInspection11:00LeeEstimate3:00ChenHeat pump check
9:00TranTune-up11:30MenonAC repair2:00ReyesAC repair
10:00ParkDuct cleaning1:00OkaforMini-split install4:00HallEstimate
Speed-to-lead52s44s38s−14 s this week
Show rate84%88%91%+7 pts vs last month
Booked this week192327+8 vs last week
Reviews requested121619Auto-sent after each job
The D1 Tech Creative rocket mascot presenting a CRM pipeline board One pipeline Auto follow-up Close rates
Where every lead ends up

One pipeline instead of six inboxes

Calls, forms, texts, chats and paid traffic leads all land in one board with the source attached. Nothing sits in a personal inbox waiting to be forgotten.

  • Every lead tagged with the campaign that produced it
  • Automatic follow-up until someone replies or opts out
  • Stage-by-stage close rates you can actually act on
Get my free growth plan
Everything Connected

Core capabilities

Three pillars that turn scattered tools and manual processes into one clean, automated system.

Lead management

  • Automatic lead capture
  • Custom pipelines & stages
  • Activity tracking and notes

Communication

  • Built-in calling & SMS
  • Email campaigns and sequences
  • AI voice and follow-up automation

Automation

  • Workflow-based triggers
  • Appointment booking
  • Task and notification logic
FAQ

Frequently asked questions

What exactly is D1TechCreative CRM & Automation?

D1TechCreative CRM & Automation is an all-in-one sales and marketing platform that replaces 20+ tools in a single dashboard. Lead tracking, automation, payments, AI, and social scheduling all work together to scale your business faster and smarter.

Will it work for a small or growing business?

Absolutely. Our CRM is built for startups, agencies, and scaling businesses alike. You can start simple and unlock advanced features as your business grows. No switching platforms, no added complexity.

Do I need technical experience to use it?

No technical experience is required. The platform is designed to be user-friendly, with intuitive workflows, templates, and automation tools. Plus, our team is available to help you get set up and running quickly.

Can I cancel anytime?

Yes. There are no contracts or obligations. You can cancel anytime during or after the free trial, making it completely risk-free to explore everything D1TechCreative CRM & Automation has to offer.

From raw data to ready-to-use insights

See how our CRM works for you

We’ll walk you through a live demo and show how the system can be tailored to your business.

D1 Tech Creative rocket mascot