We design, build, and optimize CRM systems that automate busywork, track every lead, and give you full visibility — so you can focus on closing deals, not chasing data.
Custom CRM Buildouts – Tailored to your workflows, goals, and team structure.
Smart Automations – Nurture leads, send follow-ups, and trigger tasks automatically.
360° Visibility – Real-time dashboards and reporting for leads, deals, and performance.
Seamless Integrations – Connect your CRM to marketing, ads, calendars, and more.
Scalable Systems – Built to grow with your business, not hold it back.
We build CRM systems that don’t just store contacts — they close deals. Every automation, workflow, and dashboard is designed to move leads through your pipeline faster and more efficiently from day one.
You’ll always know what’s happening and why. We combine proactive communication with real-time dashboards so you can track leads, deal stages, and campaign performance at a glance.
No cookie-cutter configurations or “out-of-the-box” guesswork. We design and implement CRM and automation systems around your unique sales process, team structure, and growth goals.
Sales and marketing technology is evolving fast. We design CRMs that integrate with AI tools, predictive analytics, and cross-platform tracking — keeping your business ahead of the curve.
Think of us as the friendly bridge between you and your first marketing hire. At Cosmoforge, we specialize in fueling growth for high lead value businesses.
8210 Fair Oaks Blvd, Carmichael, CA 95608, United States
Office by appointment only. All services are delivered online.
