Tool 03 — CRM Platform

Pipeline. Email. Finance.

One system replaces GoHighLevel, your email tool, and QuickBooks — CRM, drip automations, and a live finance dashboard, all in one place.

Get started How it works
Replaces 2 tools/ No per-seat surprises/ Plaid-connected finance

ANCHOR CRM

● Live — 3 active opportunities

PIPELINE 3 stages
LEAD
PROPOSAL
CLOSED
Johnson Roofing
Proposal $2,400
Martinez HVAC
Lead New
Smith Electric
Closed Won ✓
Drip sequence active 4 contacts

Step 2 of 5 — follow-up sequence running

Next scheduled email · Tue 9:00 AM · powered by Anchor Co Media

/// What it does

One system,
doing it all.

Pipeline, email, and finance — three tools your business runs on, unified in one place.

[ 01 ]

Track every lead

Every inquiry, quote, and follow-up tracked in one pipeline. Nothing falls through a crack, nothing goes cold without you knowing.

Full pipeline visibility
[ 02 ]

Drip email, automated

Automated follow-up sequences that go out on your schedule — intro, proposal, follow-up, re-engage. Set it once, it runs forever.

Set it and close
[ 03 ]

Live finance dashboard

Connected to your bank via Plaid. Revenue, expenses, and cash position — live, not updated whenever you remember to import a CSV.

Plaid-connected
[ 04 ]

One tool, not three

GoHighLevel + QuickBooks together cost $135–410/month. This is both, for less, without the fragmentation of watching two dashboards.

Two tools in one

/// How it works

Running in days,
not weeks.

[ STEP 01 ]

We import
your contacts

We pull in your leads, customers, and prospects and stage them in the pipeline. Your history doesn't disappear — it migrates.

[ STEP 02 ]

We wire in
the automations

We build your drip sequences, connect your bank account via Plaid, and map your revenue categories so the dashboard is accurate from day one.

[ STEP 03 ]

You close
deals

Leads flow in, follow-ups go out, and you see your money in one place. We tune the sequences as your business grows.