Jordan Ellis
Single source of truth- ContactVerified
- Last conversationToday
- ConsultationBooked
- ProposalPending
The CRM isn't an add-on. It's the brain your whole practice runs on.See how it's set up for you →01 · RECORD 02 · INBOX 03 · PIPELINE 04 · DASHBOARD 01 · Pipeline management 02 · Client management 03 · Relationship management 04 · Reminders & renewals 05 · Unified inbox 06 · Review collection & management 01 02 03 04 05 06 07 08 01 02 03 OWNERSHIP
CRM & AUTOMATION · THE FOUNDATION
One CRM. The single brain of your practice.
Your website, your AI team, and every channel you talk to clients on all read from and write to one record. One place that holds every client, every conversation, every deal, and every task — set up for your practice, by us, and running quietly underneath everything. Not software you have to learn. The operating system your practice already needed.
We configure it, migrate your contacts, and manage it. You get the outcomes — we run the machine.PRACTICE OPERATING SYSTEM LIVE DATA FLOW
SYSTEM OF RECORDONE RECORDPractice-owned data
Websitelead capture
AI Assistantsread + write
Unified Inboxall channels
Paymentsattached
Calendaravailability
Reviewsreputation
Everything reads from and writes to one record.
THE REAL PROBLEM
Your practice doesn't run on a system. It runs on your memory.
A calendar here. An inbox there. A spreadsheet of clients you mean to update. Sticky notes for the follow-ups. A review app you logged into once. Texts on your phone, emails in Outlook, DMs on three platforms — and no single place that knows the whole story of a client.
It works, until it doesn't. A lead sits in an inbox for two days. A renewal passes unnoticed. A proposal never gets chased. Nothing broke, exactly — it just leaked, quietly, through the gaps between ten tools that were never meant to talk to each other.
A CRM ends that. Not by giving you an eleventh tool to check — by becoming the one system the other ten disappear into.
ONE OPERATING VIEW
One record. One inbox. One pipeline. One dashboard.
Four views of the same truth — not four places your team has to reconcile.
Every conversation
One thread across channelsWebsite form received
SMS follow-up sent
Call summary attached
Nothing stalls
Every opportunity visibleNEW 8BOOKED 5PROPOSAL 3WON 2
Know what drives growth
Source-to-revenue attributionGoogle 42%Referral 31%Social 17%
CLIENT TIMELINEONE CONTINUOUS RECORD
01Website captures leadSource: Google · attribution saved
02AI answers the callSummary written to timeline
03Consultation bookedCalendar + pipeline updated
04Proposal signedDocument attached to record
05Payment clearsDashboard reports the outcome
ONE RECORD, EVERYTHING ATTACHED
Everything reads from and writes to one record.
This is the difference between a pile of disconnected apps and an operating system. When your website captures a lead, it lands here. When your AI team answers a call, it's logged here. When a review comes in, a payment clears, a consult is booked — here. One timeline per client, and everyone — your team and your AI — working from the same truth.
- The website feeds every lead straight in — no lead ever leaks.
- The AI Assistants read the record to answer accurately, and write back everything they do.
- The unified inbox pulls every channel into one thread per client.
- Reviews, payments, proposals, invoices, and bookings stay attached to the client they belong to.
Take any one away and it still works. Put them on one record and they compound.
WHAT IT DOES FOR YOUR PRACTICE
The benefit first. The capability second. Every time.
Below is what a CRM built for a practice actually gives you. Each block leads with the outcome — the software underneath is just how we deliver it.
See every prospect and deal, and never let one stall.
A visual pipeline of every opportunity, with stages, values, and automatic stage-based follow-up. Know exactly who's about to sign and who's gone cold — and let the system nudge the ones sitting still. No more “I meant to circle back.”
One record per client, everything attached.
Contacts, custom fields, tags, notes, documents, and full history in one place — the single source of truth for your whole practice. This is also the knowledge base your AI team reads from, which is why the AI sounds like it actually knows the client.
Stay in touch without lifting a finger.
Automated touchpoints, birthdays and anniversaries, check-ins, and segmented nurture that runs on its own. Turns a one-time filer into a year-round advisory relationship — the kind that renews, refers, and never wonders whether you forgot them.
Nothing expires unnoticed.
Engagement renewals, annual reviews, filing deadlines, license and registration reminders, recurring-service triggers — all firing on schedule. Built for a profession that runs on seasons and annual cycles, where a missed date is a missed client.
Every conversation, one thread.
Calls, SMS, email, web chat, social DMs, WhatsApp, and Google Business messages unified per contact. Your team and your AI see the same history, so nothing gets asked twice and nothing gets dropped.
See the Unified Inbox →Turn happy clients into a 5-star engine.
Automated review requests sent at the right moment, routed to Google and Facebook, with AI-drafted replies and live rating monitoring. In this profession, reviews are credibility — this is how yours keeps growing.
AI handles the request and drafts the reply; a human approves anything sensitive.WORKFLOWS & AUTOMATION
The right next step happens when the trigger fires.
The CRM does more than store information. It turns events into workflows — so follow-up, reminders, assignments, and reporting happen because the record changed, not because someone remembered.
TRIGGERNew website lead
→ACTIONCreate record
→ACTIONRespond + assign
→OUTCOMEPipeline updated
ATTRIBUTION THAT CLOSES THE LOOP
See where every lead started — and what it became.
Google38 leads
Consultations17 booked
Engagements9 signed
RevenueVisible
Sources, pipeline, revenue, and response times in one view. Finally see what's actually driving growth.
AND EVERYTHING ELSE IT RUNS
The rest of the machine — wired in, running for you.
Beyond the core, the CRM carries the operational load most practices spread across five more subscriptions. All of it configured for your practice, all of it on one record.
Calendars & booking
Online scheduling on real availability, with confirmations, reminders, and no-show recovery built in.
Payments, invoicing & proposals
Invoices, payment links, e-sign proposals and engagement letters, and automatic AR follow-up until you're paid.
Forms, surveys & funnels
Intake forms, lead-capture pages, and questionnaires that feed straight into the record. Complements your guided onboarding.
Workflows & automation
The if-this-then-that engine wiring it all together, so the right thing happens the moment a trigger fires.
Reporting & dashboards
Leads, sources, pipeline, revenue, and response times in one view. Finally see what's actually driving growth.
Reputation & local listings
Google Business Profile and directory/citation management, so you show up right where prospects look first.
Mobile app
Monitor and act from anywhere. Reply to a message, check a pipeline, or take a payment from your phone between meetings.
Client portal
One place for clients to book, pay, sign, and message you — where it fits.
YOUR PRACTICE, WHEREVER YOU ARE
The system is central. Your access is mobile.
Monitor and act from anywhere. Reply to a message, check a pipeline, approve an AI-drafted response, book a consult, or take a payment from your phone between meetings. Real-time notifications keep the team informed without chaining anyone to a desk.
One clean inbox and one pipeline — in your pocket.GOOD MORNING
Practice overview
14open leads6booked
New conversationReply
Proposal approvalReview
Payment receivedView
THE DIFFERENCE
You're not buying a login and a manual. You're buying the outcome.
Most CRM companies hand you an empty account, a stack of tutorials, and a cheerful “good luck.” The tool is only as good as the weeks you'll never spend configuring it — which is why most practice CRMs sit half-built and abandoned.
We do the opposite. PGT builds the pipelines, custom fields, automations, templates, and integrations for your specific practice, migrates your existing contacts in, connects the tools you already use, and then keeps it tuned as you grow. You don't learn the software. You watch it work.
Configured, not handed over
Pipelines, fields, and workflows built around how your practice actually runs.
Migrated, not started from scratch
Your existing clients and history come with you.
Managed, not abandoned
A real PGT team monitors and optimizes it. If something needs attention, a human is behind it.
Your records. Your data.
We configure and manage the system on your behalf. The practice it is built for owns what is in it.
THE FOUNDATION UNDER EVERYTHING
The CRM is the floor the whole system stands on.
01
AI Websites
Every lead your site captures lands on the record, wired in from day one.
Explore AI Websites →02AI Assistants
Your AI team reads the record to answer, and writes back everything it does.
Meet the AI team →03Social + Unified Inbox
Every channel, one thread, all attached to the client.
See the inbox →REAL SYSTEM · VISIBLE SURFACES
From “buried in an inbox” to “tracked to close.”
The system brings the pipeline, unified inbox, and reporting view into one operating surface, so the reader can see the actual workflow their team would use.
Reception AI on this site writes its conversational activity back to this CRM.
Talk to Reception AI →Results vary by practice, market, and starting point. We show real work, not guarantees.See all results →QUESTIONS PRACTICES ASKSee all questions →
Know how the system works before it becomes yours.
Do I have to migrate off the tools I already use?
No. The CRM connects to the tools you rely on — QuickBooks, Google, your calendar and scheduler — and becomes the layer that ties them together. We migrate your contacts and history in for you, so nothing is left behind.
Is my client data secure?
Yes. We're PII-aware by design, keep your data isolated, and follow strict access controls. Sensitive matters are routed to a human, and existing-client communication stays human unless you opt in.
Will my staff have to learn complicated software?
No. We set it up, run it, and optimize it for you. Your team works from one clean inbox and one pipeline — not a manual. The mobile app means they can do it from anywhere.
Can it handle tax-season volume?
Yes. The CRM is built for seasonal and annual cycles — deadline reminders, renewals, and high-volume intake all run on automation, so a busy season doesn't mean dropped leads.
Who owns the data?
You do. Your client records and your data are yours. We configure and manage the system on your behalf; the practice it's built for owns what's in it.
What does it cost?
It is tailored to your practice — a setup investment plus a monthly retainer for the build and ongoing management. We map the right scope and exact pricing on your strategy call.
ONE SYSTEM · ONE NEXT STEP
Stop running your practice from memory.
Book a 20-minute strategy call and we'll map exactly how one CRM would hold your clients, your conversations, and your pipeline — set up and run for you, so growth compounds instead of leaking. You'll walk away with a clear plan whether or not we work together.
No pressure. No obligation. A plan you can use either way.