Software automation consulting

Software that does the follow-up for you.

Team Ramirez Consulting designs and builds custom CRMs and automations around the way your business already works, then keeps them running so your team can focus on clients.

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3industry CRMs built or in progress EN · ESbilingual service
Team Ramirez Consulting logo: an interlocking gold T and R monogram above the words Team Ramirez Consulting

What we do

Three ways we take busywork off your plate

Every engagement starts with how you sell today. We automate the parts your team repeats every day and leave the relationship to you.

Custom automation

Connect the tools you already use so data moves on its own.

  • Lead capture from forms, lists and public records
  • Automatic emails, texts and reminders
  • Reports that build themselves

CRM products

A CRM built for your industry, not a generic one you have to bend.

  • Pipelines that match your real sales steps
  • Follow-up sequences that never forget a lead
  • Hosting, backups and support included

Cold calling

Our calling team works the leads your system finds and books meetings.

  • Appointment setting in English and Spanish
  • Every call outcome logged in your CRM
  • Do Not Call rules respected

Our apps

CRMs we've built for real businesses

Each app started with one client's problem. Each one now serves the whole industry it came from.

Uplevel

Built

For multilevel and direct-sales businesses

Stay close to every client, without a spreadsheet and a dozen chat threads.

Independent sellers juggle customers across texts, social media and notebooks. Uplevel brings every client and every conversation into one place, and reminds the seller who to reach out to next.

  • One client book with contact details, notes and history
  • Messages to clients by text and email, logged to each record
  • Ready-made templates for check-ins, launches and specials
  • Follow-up reminders so no client goes quiet

Doorstep

Built

For realtors

Turn every new contact into a real follow-up, not one generic email a month.

An agent can receive 50 new homeowner contacts a week and still let most of them go cold. Doorstep puts each contact into its own personalized sequence and hands the agent a daily list of who to call and why.

  • Automated email and text sequences by lead type
  • Two-way texting and click-to-call, all logged to the contact
  • Pipeline from New to Closed, plus lead scoring
  • Home value alerts that give owners a reason to reply
  • Built-in consent and Do Not Call tracking

Rebel

In development

For liquor license consultants

Find restaurants and bars before they file for a liquor license.

Licensing consultants usually wait for referrals. Rebel watches public licensing data and new business signals, turns them into a scored daily lead list, and runs the outreach until the owner books a call.

  • Lead Radar: imports state license lists, permits and new business filings
  • Scores every lead from 0 to 100 so the best ones get called first
  • Renewal engine creates leads 120 days before a license expires
  • Email, text and call sequences in English and Spanish

How we work

From first call to a system that runs itself

  1. Discover

    Week 1

    A free call to map how you find, follow up with and close clients today.

  2. Build

    About 6–8 weeks

    We build the core of your CRM and show you working pieces every week.

  3. Launch

    Go-live

    We import your contacts, train your team and turn the automations on.

  4. Grow

    Every month

    Hosting, support and improvements, plus our calling team if you want it.

Let's talk

Tell us what your team repeats every day.

In 20 minutes we'll tell you what can be automated, what it would take, and whether one of our apps already fits.

Email us

rafael@teamramirez.org

We reply within one business day, in English or Spanish.