Recover $50K+ Annually in Lost Revenue
We run the revenue and marketing ops system inside your CRM—lead capture, follow-up, pipeline management, personalized outreach + lead qualification research, list reactivation, reporting, and automation. We also optimize funnels with A/B testing so conversion improves over time.
Complete CRM & Digital Operations Management
CRM Setup & Lifecycle Management
We configure pipelines, stages, tags, custom fields, and lifecycle tracking around your services so every lead is captured, routed, and advanced with clear accountability.
Lead Capture & Follow-Up Automation
We build forms, calendars, funnels, and email/SMS nurture (including winback sequences) so leads get immediate responses and consistent follow-up—reducing leaks and no-shows.
Pipeline Visibility & Revenue Reporting
We standardize reporting so you can see lead sources, conversion rates, sales velocity, and ROI—plus what to improve next (including A/B tests).
Reputation & Review Growth
We run review-request workflows, monitoring, and response systems that increase review volume and improve close rates by building trust at the point of decision.
List Activation & Re-Engagement
We segment and reactivate your database with targeted email/SMS campaigns to recover revenue from dormant contacts and reduce reliance on net-new ads.
System Integration & Data Sync
We connect your CRM to email, scheduling, ads, invoicing, and internal tools so data flows cleanly and actions trigger automatically across systems.
Cold Outreach & Appointment Generation
We run personalized outreach with lead qualification research, compliant sequences, and reply routing so outreach creates booked meetings—without damaging your brand.
Custom AI-Assisted Workflows
We deploy human-in-the-loop AI workflows that summarize calls, draft follow-ups, categorize leads, and trigger next steps—boosting throughput without losing quality.
How It Works
Assessment & Planning
We audit your CRM + marketing stack, identify quick wins, and create a roadmap (often including persona and competitive snapshots).
Integration & Setup
We integrate all your systems into a cohesive ecosystem. This includes setting up automations, data flows, and standardized processes.
Ongoing Management
We handle day-to-day operations, monitor performance, optimize workflows, and ensure everything runs smoothly as you scale.
Continuous Improvement
We regularly analyze performance, run A/B tests, and implement improvements to keep your operations efficient and competitive.
Frequently Asked Questions
Why Choose Back Office As A Service?
Scale Without Hiring
We run your CRM, automations, outreach, and reporting so growth doesn’t require adding coordinators, admins, or internal ops roles.
Fewer Dropped Leads
Every lead is captured, routed, followed up, and tracked automatically—reducing leaks, delays, and missed opportunities.
Focus on What Matters
With execution handled, leadership can focus on strategy, growth, and customers—not CRM maintenance.
Cleaner Data, Better Decisions
We maintain your CRM structure, fields, tags, and reports so leadership can trust the numbers and act quickly.
Faster Response Times
Automated replies, scheduling, and follow-ups ensure prospects hear back immediately, increasing conversion without burning out your team.
Systems That Adapt
As your offers, markets, or volume change, we adjust workflows and automations without disrupting daily operations.