Marketing Automation For Small Business

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Marketing Automation For Small Business

Stay focused on your relationships, while we fully automate your outbound marketing and lead follow up systems.

We work to organize and migrate your data, set up users, create campaign templates, program process and automation as well as provide on going training and support.




Responsive Support

"Your diligent and responsive and that’s hard to find these days from even my own support system. has made my job much easier.

Sales are up, and the tracking systems your program offers has opened my eyes to what my target audience is."

James Tullio
Irvine Branch, Marketing Director
Alpine Mortgage Planning

What are clients are saying…

“I’ve been with Up and Automated now for about 6 months after having been with another CRM for 8 years and paying for their support for many of those years. It’s hard to really explain the difference between the two because Up and Automated is incredibly superior in their support and in the functionality of the product for my business. Up and Automated’s support is so fast and efficient that I feel like they are part of our staff here. There is no waiting on an 800 number talking to someone in India. I highly recommend this product and company to all who are looking for a solution to their CRM needs.”


Steve Konwent | Senior Mortgage Advisor

Our Partners

- LifeWorkStyle Coaching
- AddressTwo - Simple CRM
- Social RE|Connect
- Lender RE|Connect
- Unfunded - The Book
- Support Team Comments

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