Sebastian & Vero Beach
A custom CRM for Sebastian and Vero Beach businesses, set up and run by me.
One place for your leads, calls, website chats and follow-ups, set up around how your business already works. When something needs changing, you call me, not a help desk.
From $297 a month plus setup · I do the setup for you
Sample screens from the CRM I run my own web design business on, with made-up numbers. Yours is set up around your business.
Most small businesses run on a phone, a notebook and a few inboxes. Leads come in from the website, Google and missed calls, and some of them never get a callback. Top Three CRM collects those leads as they arrive, answers website visitors from what’s on your site, and tells you each morning who still needs a call.
What it does today
The front-office jobs that slip through the cracks, in one place.
These are working now. Anything still being built is labeled “coming soon” on the plans page and switched on for you when it’s ready.
Website chat, day and night
Answers visitors from what’s on your site and saves every conversation in the CRM, so you can read a 10 p.m. conversation in the morning.
An instant reply to form and email inquiries
When a form or email inquiry comes in, the customer gets a reply in your words right away, and you get an alert.
Missed calls on a callback list
A missed call doesn’t disappear into your phone’s history. It lands on your callback list, so you know exactly who to call back.
A morning lead check
Each morning you see unanswered chats, overdue callbacks and leads you haven’t contacted in a while.
Follow-up emails drafted for you
Ask the assistant and it writes the follow-up. You read it, change what you want, and send it. Nothing it drafts goes out until you send it.
An AI receptionist that takes messages
On the Booked & Reviewed and Full Office plans, an AI receptionist answers your line, takes a message and puts it in the CRM so you can call back. It doesn’t book appointments during the call. Callers hear that it’s an AI assistant and that the call is transcribed. You keep your business number: calls you don’t answer forward from it to the receptionist, and I check first that your phone carrier supports that. Booked & Reviewed includes 200 minutes a month and Full Office includes 300. Extra minutes are $0.30 each. How the AI receptionist works.
If I build your website too, your CRM gets a Website Requests tab. When you want a change on your site, you send it to me right from the CRM, with screenshots and files attached, instead of calling, texting or emailing.
Take a look
Inside the CRM, screen by screen.
Yours is set up around your services and your steps.
Who it fits
Built for local businesses that live on the phone.
You’re under a sink or up on a roof when the phone rings
Missed calls go on a callback list, chats get answered while you work, and the morning check tells you who to call first.
You can’t answer the phone with a client in the chair
Website questions get answered from your own pages, every inquiry gets a reply in your words, and a booking link lets people pick a time while you’re with a client.
Orders, questions and follow-ups live in different places
On the Full Office plan, website orders come into the CRM too, so you’re not checking one more inbox to find them.
Custom vs. do-it-yourself
You don’t have to learn a platform to get one.
A lot of all-in-one software hands you a login, a library of templates and a stack of how-to videos. Then you build the workflows yourself, at night, after work. If you’ve paid for software you never finished setting up, you know how that goes.
I’m Dennis Aguilar. I spent 10 years working inside CRMs at auto dealerships in South Florida. Now I build them for local businesses. I set yours up for the way you work and keep it running.
Talk it through: (772) 999-1354- Built for you, not a template. Your stages, your services and your words.
- Not a resold platform. I build and run Top Three CRM myself. It isn’t someone else’s software with a new logo.
- No do-it-yourself setup. I do it, then show you how everything works.
- A local person you can call. Not a ticket queue.
- Your data stays yours. I’ll export your contacts and records anytime you ask.
What it costs
Plans start at $297 a month plus setup.
There are three plans: Quick Response, Booked & Reviewed and Full Office. They go from a CRM that catches leads as they arrive, to an AI receptionist on Booked & Reviewed, to a full office with a QuickBooks connection. Every price, feature and setup fee is listed on my CRM’s own site, topthreecrm.com, so you can compare them before you call me.
Starting at
$297/month
plus a $750 one-time setup on Quick Response: the core CRM, website chat, instant replies, the callback list, a booking link, drafted emails and the morning lead check
Need something the three plans don’t cover? I’ll quote it for you.
How setup works
Three steps to your own CRM.
Step 1
You and I talk
A short call about your business, how leads reach you and what slows you down.
Step 2
I build it
I set up your CRM, teach the assistant your business and bring in your contacts.
Step 3
You go live
I walk you through it and stay on to support and improve it.
Review requests. On Booked & Reviewed and Full Office, you can send a Google review request email with one tap. The built-in request asks for an honest review. It doesn’t ask for five stars or offer anything in return, and Google’s rules don’t allow asking only your happy customers. If your Google profile needs work first, I can help with that through my Google Business Profile management.
Questions
What people ask about a custom CRM.
Not sure you need a CRM at all? I wrote an honest answer: Do I need a CRM for my small business?
How much does a custom CRM cost?
Quick Response, the starting plan, is $297 a month plus a $750 one-time setup. The full list of plans and setup fees is on topthreecrm.com. If you need something the three plans don’t cover, I’ll quote it for you.
Do I need to set anything up myself?
Very little. After one short call, I do the setup and bring in your contacts, then show you how everything works.
Is this a resold platform with a new logo?
No. I build and run Top Three CRM myself and set up each one for the business using it.
Do I own my data?
Yes. Your contacts and records are yours, and I’ll export them for you anytime you ask.
What does the AI receptionist do?
On the Booked & Reviewed and Full Office plans, the AI receptionist answers your calls, takes a message and puts it in your CRM so you can call back. It doesn’t book appointments during the call. Callers hear that it’s an AI assistant and that the call is transcribed.
Which towns do you work with?
I’m in Sebastian and work with businesses in Vero Beach and across Indian River, Brevard, St. Lucie and Martin counties. Call or text me at (772) 999-1354.
Free, about 15 minutes
Tell me how leads reach you, and I’ll show you what I’d set up.
A short call about your business. If a CRM isn’t worth the money for you yet, I’ll tell you that too.
