CRM Integration
Every lead in one place.
We connect your lead sources into a single CRM — RBS CRM and/or ActiveCampaign — so nothing slips through the cracks and your follow-up is automatic.
What's included
- RBS CRM integration
- ActiveCampaign integration
- Automated lead routing
- Pipeline visibility
Simple to start. Built to last.
Discovery call
We learn your business, your market, and your goals — then tell you honestly what will move the needle.
Your custom plan
We build the plan and get to work, with one dedicated point of contact who actually picks up the phone.
Results & reporting
Transparent reporting on what's working, and we adapt as your market moves. No black boxes.
Most businesses are losing leads not because they are not generating them — but because they have no system for following up. Leads come in from your website, from Google LSA, from phone calls, from social media, from email — and without a centralized CRM, they fall through the cracks.
A&B Consulting Group integrates all of your lead sources into a single CRM — giving you complete visibility into your pipeline, automated follow-up sequences, and the data you need to understand where your best leads are coming from.
We work primarily with ActiveCampaign and RBS CRM, connecting them to your website forms, Google Ads, LSA, phone system, and social media channels. Every lead is automatically tagged with its source, added to the appropriate follow-up sequence, and visible to your entire team in one place.
For contractors, a properly configured CRM means no lead goes uncontacted for more than a few hours — even if it comes in at 2am. For distributors, it means your sales team has full visibility into every contractor account.
We also build custom pipeline stages, reporting dashboards, and automation rules specific to your business — so your CRM works the way your business works, not the other way around.