Set Up Your Systems the Right Way So Everything Runs Smoothly

We handle the technical setup for you, A2P SMS registration, lead uploads, contact organization, IVR routing, calendar configuration, and QR code creation so you can focus on growing your business.

  • A2P SMS Setup: Register and configure your SMS system properly so messages send reliably and compliantly.

  • Lead Uploads: We import your existing leads and organize them correctly in your System.

  • Contact Management Setup: Fields, tagging, and structure configured so all client information is easy to manage.

  • IVR Phone Routing: Create call routing, greetings, and extensions so calls reach the right place.

  • Calendar Configuration: Set up booking calendars, availability, and appointment workflows.

  • QR Code Creation: Generate QR codes for forms, funnels, or booking links to capture leads easily.

How It Works?

Step 1 – Access & Requirements
We gather the details and credentials needed to configure your system.

Step 2 – Setup & Configuration
We configure all core CRM systems and integrations.

Step 3 – Testing & Finalization
We test everything to ensure it works smoothly.

Step 4 – Ready to Use
Your system is fully operational and ready for leads.

Benefits

  • Faster response to leads

  • Organized contact database

  • Automated appointment scheduling

  • Professional communication systems

  • Less manual work

Ready to Get Your Systems Right?

TAX GROUP PROS

Atlanta, Georgia