Home › Services › CRM Automation
04 · CRM Automation · Newport Beach

Catch every lead. Nurture automatically. Close more deals.

Most businesses leak 30–60% of their inbound leads in the first 24 hours. PELORA Marketing builds the AI-powered CRM systems that catch missed calls, fire instant SMS follow-ups, score leads, route them to the right team member, and nurture for 60+ days. HubSpot, custom workflows, Calendly, Twilio. Newport Beach, California.

Book a CRM consultationAll services
What we automate

Six core systems.

Each one is a leak in your funnel that’s costing you closed deals right now.

Missed-Call Text-Back

60% of inbound business calls go to voicemail. We catch every miss with an instant SMS: “Sorry I missed you, can I help over text?” 20–40% conversion lift in real estate, BH, home services.

Form-Fill Speed Lead

Form submission triggers SMS + email + Slack notification within 60 seconds. The first 5 minutes is when the lead converts — we don’t miss it.

AI Lead Scoring

Inbound contacts scored on intent, fit, and urgency. Hot leads route to a team member instantly. Cold leads enter nurture sequences.

Multi-Channel Nurture

SMS + email + voice ringless drops sequenced over 60+ days. Different cadences for different lead stages. Re-engagement at 7, 14, 30, 60 days.

Calendar Booking Automation

Calendly + Calendly Routing. Qualifying questions auto-route to the right team member. Pre-call prep email + post-call follow-up sequenced.

Reporting & Attribution

CRM-to-paid-media round-trip. Every lead tracked back to source ad. CPA, CAC, LTV, win rate by channel + creative.

How we install

Two-week foundational setup. Six-week full build.

Phased so you start catching leads in 2 weeks while we build the rest.

Frequently asked

CRM automation FAQ.

What CRM platforms does PELORA work with?

HubSpot for full-stack lifecycle, plus custom workflows in Zapier, Make.com, and direct API integrations. Calendly + Calendly Routing for scheduling, Twilio for SMS, SendGrid/Postmark for transactional email.

What does AI-powered CRM automation actually do?

Catches every lead and nurtures them automatically. Form fills score the contact, route them, trigger sequenced SMS + email. Missed phone calls trigger text-back. Calendar bookings trigger pre-call prep + follow-up. Stale leads re-engage at 7, 14, 30, 60 days.

How long does CRM setup take?

Foundational setup with core automations: 2–3 weeks. Full lifecycle build with AI lead scoring + attribution: 4–6 weeks. We document every workflow so the client owns the system after handoff.

How much does CRM automation cost?

Setup projects range from $3,500 (foundational) to $12,000+ (full enterprise). Ongoing optimization is bundled into retainers ($2,500–$18,000+/month). HubSpot platform costs are separate.

Why is missed-call text-back important?

60% of inbound business calls go to voicemail. Most callers don’t leave one — they call the next business. Missed-call text-back catches that prospect within 60 seconds. 20–40% conversion lift in real estate, behavioral health, home services.

Featured interviews · Produced by PELORA

The exact long-form format we shoot for our clients.

Mental health, behavioral health, functional medicine, ketamine clinics, alumni stories. All shot, edited, and distributed by PELORA. Plays inline below, no need to leave the page.

Preston interviews Will Mansfield, alumni from Pacific Shores Recovery Alumni story Will Mansfield · Pacific Shores Alumni interview · Pacific Shores Recovery

Preston interviews Will Mansfield. A recovery story.

The alumni-interview format we shoot for treatment center clients. Real story, full release.

Functional Medicine, Spirituality, and Healing Addiction with Cambria Judd MD and Preston Durnford 1h 26m Cambria Judd, MD Functional medicine · MD interview

Functional Medicine, Spirituality & Healing.

The long-form practitioner interview format. Ranks on YouTube and gets cited by AI Overviews.

Functional Medicine for Addiction and Mental Health with Dr Kristi Vaughan and Preston Durnford 1h 01m Dr. Kristi Vaughan Functional medicine · Cinematic shoot

Functional Medicine for Addiction & Mental Health.

Cinematic on-location shoot. Outdoor setting, two camera, branded lower thirds, full B-roll.

The Epic Journal podcast Episode 46, Navigating Mental Health, with Preston Durnford Episode 46 The Epic Journal Recovery podcast · Founder mindset

Navigating mental health, the long version.

Recovery, founder mindset, and the lessons behind building treatment programs.

Ready to stop leaking leads?

Book a 30-minute CRM call.

We’ll audit where your leads are leaking, what’s automated already, and what we’d build first to plug the biggest hole.

Book a Strategy Call(833) 598-2254