Setup + ongoing service
Ask about this →Lead-capture forms
Quote, consultation, contact, service, and campaign intake forms.
← All marketing services
Automate / Customer Automation & CRM
Customer follow-up automation & crm support.
Practical lead, appointment, review, loyalty, and customer follow-up systems built around how the business already works.
CHOOSE THE RESULT
Start with one need. Connect more when it makes sense.
You do not need to assemble your own marketing plan. Tell us the problem and RareSons will recommend the smallest sensible scope.
Monthly service
Ask about this →Automated email follow-ups
Reviewed follow-up sequences tied to customer actions and pipeline stages.
Monthly service
Ask about this →Appointment reminders
Confirmation and reminder workflows through approved providers.
Monthly service
Ask about this →Missed-call text-back
Consent-aware missed-call response workflows through an approved phone provider.
Monthly service
Ask about this →Review requests
Customer-triggered review request and follow-up workflows.
Management fee + media budget
Ask about this →Customer reactivation campaigns
Reviewed offers and reminders for inactive or previous customers.
Monthly service
Ask about this →Birthday & anniversary offers
Permission-based retention messages and customer appreciation campaigns.
Monthly service
Ask about this →Quote follow-ups
Automatic reminders and tasks for estimates that have not received a response.
Setup + ongoing service
Ask about this →Sales pipelines
Lead stages, assignments, follow-up dates, outcomes, and management reporting.
Monthly service
Ask about this →Digital coupons
Trackable offers with redemption rules, expiration, and campaign reporting.
Monthly service
Ask about this →Loyalty programs
Repeat-visit and customer reward systems through approved technology partners.
Setup + ongoing service
Ask about this →QR-code campaigns
Trackable codes connected to offers, forms, menus, schedules, and landing pages.
Setup + ongoing service
Ask about this →Simple customer portals
Secure places for files, approvals, requests, invoices, and project status.
Monthly service
Ask about this →Email marketing campaigns
Permission-based newsletters, promotions, announcements, sequences, testing, and performance reporting.
Monthly service
Ask about this →SMS marketing campaigns
Consent-aware promotional and service-message campaigns through approved messaging providers.
Monthly service
Ask about this →Customer segmentation
Organize audiences by service, location, behavior, timing, or relationship so messages stay relevant.
Monthly service
Ask about this →Abandoned-cart & incomplete-lead follow-up
Approved reminders for customers who started but did not finish a purchase, booking, quote, or form.
Monthly service
Ask about this →Unified marketing dashboards
Bring website, advertising, QR, call, form, social, and campaign measurements into one owner-friendly view.
Monthly service
Ask about this →Trackable QR-code management
Create, route, update, and measure QR codes across print, signs, packaging, campaigns, menus, and events.
THE RARESONS STANDARD
A clear handoff at every step.
- 01Scope
Define the outcome, deliverables, responsibilities, timing, and approvals.
- 02Create
Collect the right content and access, then build the first organized proof.
- 03Approve
Track feedback, revisions, written approval, and any outside cost.
- 04Deliver
Provide final files, launch confirmation, vendor records, or reporting.
STRAIGHT ANSWERS
Before you commit.
The exact scope is confirmed in writing. These answers explain the standard RareSons approach.
What is included in RareSons Customer Automation & CRM?+
Practical lead, appointment, review, loyalty, and customer follow-up systems built around how the business already works. Available capabilities include Lead-capture forms, Automated email follow-ups, Appointment reminders, Missed-call text-back, Review requests, with the exact deliverables, responsibilities, timing, and approval process defined before work begins.
Is Customer Automation & CRM a one-time project or an ongoing service?+
This department can include monthly services, managed campaigns, setup plus ongoing service. RareSons matches the service model to the selected work instead of forcing every project into the same term.
Can Customer Automation & CRM be combined with other RareSons services?+
Yes. A project can combine creative, websites, search visibility, advertising, print, promotional products, and customer systems under one coordinated scope and approval path.
How does approval and delivery work?+
RareSons documents the goal, deliverables, customer responsibilities, timeline, revisions, approval authority, and final handoff. Production or launch happens only after the required content and approvals are complete.
Customer Automation & CRM
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