The Grand Finale
Day 12 of The 12 Days of Business

Core Map Custom CRM

Stop Fighting Your System. Start Working With One Built For You.

A complete CRM transformation: custom workflows that match how YOU work, branded to your company, with a task management system that turns your daily grind into a streamlined machine.

$8,000+ Value $2,500 Complete system for one year

Get Your Custom CRM Now

Your CRM Should Work FOR You

Not the other way around.

Generic Setup Syndrome

Your CRM came with default settings that have nothing to do with your business. You are working around the system instead of with it.

Task Chaos

Tasks scattered across pipelines, calendars, and sticky notes. No way to see everything at once or power through your follow-ups efficiently.

Manual Everything

You are doing the same repetitive steps over and over because nothing is automated. Every process requires your manual attention.

Three Pillars of CRM Transformation

Everything you need to turn your CRM into a custom-built business operating system.

Custom Workflows

Automation built around YOUR processes, not generic templates.

  • One core workflow system (up to 10 steps)
  • Up to 2 external platform integrations
  • 2 supporting automations (5 steps each)
  • Trigger-based actions that run on autopilot
  • Scope defined during discovery call
🎨

Custom Branding

Your CRM should look and feel like YOUR company.

  • Custom color theme matching your brand
  • Logo integration throughout the system
  • Branded client-facing elements
  • Professional, cohesive appearance
  • No more generic default styling

Core Map Task Manager

A custom-built task system modeled after HubSpot's best features.

  • Custom menu item in your sidebar
  • See all tasks in one centralized view
  • Filter by due date, user, or custom types
  • Task queue with one-click progression
  • Contact info loads instantly for each task

The Core Map Task Manager

This is not just a task list. It is a productivity machine.

Task Manager List View showing all tasks with filtering options

Command Center View

See every task across your entire system in one place. No more hunting through pipelines or checking multiple screens.

  • Custom "Tasks" menu item in your sidebar
  • Filter by Due Today, Overdue, or Upcoming
  • Search by task title or notes
  • Filter by team member or date range
  • One-click to start your task queue
Task Queue View showing contact details and task actions

Power Through Your Tasks

Click "Start Tasks" and watch your productivity transform. Each task loads the contact's full information right in front of you.

  • Contact details panel with all their info
  • Full conversation history visible
  • One-click complete and move to next
  • Reschedule with a single dropdown
  • Add follow-up tasks without leaving the screen
  • Keyboard shortcuts for power users
× Enlarged view
Real Client Example

Real Estate Brokerage Automation System

We built a complete transaction management and analytics system for a real estate brokerage. Here is what comprehensive CRM customization looks like:

Real Estate Transaction Management Automation Workflow

Transaction Management Automation

Brokerage Performance Analytics Automation Workflow

Performance Analytics Automation

100%
Deadline Compliance
Zero
Manual Reporting
All Parties
Auto-Notified
One-Click
Analytics Access
× Enlarged workflow view

What Could YOUR Custom CRM Look Like?

Every business has unique workflows. Here are just a few possibilities:

Service Businesses

Client onboarding sequences, appointment reminders, follow-up automation, and service completion workflows.

Agencies

Project intake forms, client approval workflows, deliverable tracking, and automated status updates.

Coaches and Consultants

Discovery call booking, proposal delivery, contract signing sequences, and session scheduling automation.

Sales Teams

Lead qualification workflows, pipeline progression triggers, follow-up sequences, and deal stage automation.

Property Management

Tenant communication, maintenance request routing, lease renewal reminders, and inspection scheduling.

Healthcare Practices

Patient intake, appointment reminders, follow-up care sequences, and review request automation.

How It Works: The Discovery Process

Every custom CRM starts with understanding YOUR business. The discovery call is where we map out exactly what you need and ensure we are aligned before any build begins.

1

Book Your Discovery Call

After purchase, you will receive a link to schedule your discovery session.

2

Map Your Processes

We identify your core workflows, pain points, and priorities together.

3

Scope Agreement

You receive a detailed scope document before any build work begins.

Everything Included

A complete CRM transformation package.

Your Custom CRM Package

GHL Subaccount (1 Year) $1,164 value
Custom Branding and Color Theme $500 value
Core Workflow System (up to 10 steps, 2 integrations) $2,500 value
2 Supporting Automations (5 steps each) $1,000 value
Core Map Task Manager System $2,000 value
Discovery Call and Scope Documentation $500 value
Custom Task Types Configuration $336 value
Total Value $8,000
Your Investment
$2,500
Complete system for one year

What You Get

Everything included in your custom CRM package.

Your Complete Package Includes

  • GHL subaccount setup and configuration
  • Custom branding and color theme
  • One core workflow (up to 10 steps)
  • Up to 2 external platform integrations
  • Two supporting automations (5 steps each)
  • Core Map Task Manager installation
  • Custom task types based on your needs
  • Discovery call to define scope
  • Scope documentation before build
  • One round of revisions after delivery

Ready to Transform Your CRM?

Stop fighting your system. Start working with one that was built for YOUR business.

Get Your Custom CRM - $2,500

Day 12 of The 12 Days of Business

All custom work is defined during the discovery call. A detailed scope document will be provided and approved before build work begins. Typical delivery is 2 to 4 weeks after scope approval. Some integrations may require third-party accounts or paid API access, which are the responsibility of the purchaser. The included GHL subaccount is valid for one year from activation. By purchasing, you acknowledge that you have read and agree to these terms.

Missed Yesterday's Offer?

Catch up on previous days from The 12 Days of Business

Day 1

Email Efficiency & Deliverability Core Map

Get 97.9% deliverability and 60%+ open rates with proven workflows for all of 2026.

Learn More →
Day 2

Database Cleanup & Optimization Core Map

Transform your messy contact database into a revenue-generating asset.

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Day 3

Video Testimonial & Review Automation Core Map

Automatically collect video testimonials, sync reviews to Google, and showcase social proof everywhere your audience looks - all without lifting a finger.

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Day 4

The CEO Command Center Core Map

Get a beautiful, automated dashboard with weekly reports delivered straight to your inbox, all integrated directly into your CRM.

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Day 5

The Signature Form & Quiz Core Map

Get custom-branded form and quiz styling that matches your brand perfectly. No coding knowledge required. Works automatically on ALL your forms.

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Day 6

The Networking Connection Core Map

Turn every business card you scan into an instant, automated follow-up system that texts, emails, nurtures, and reminds you to connect—all while you're still at the event.

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Day 7

The Efficiency Engine Core Map

The Custom Workflow Build Package - One Strategic Automation. Fully Built. Completely Customized.

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Day 8

The VideoLink Core Map

AI-Powered Link Pages That Welcome Visitors With Your Face, Adapt to Their Interests & Convert Clicks Into Clients Automatically

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Day 9

The Dual Revenue Gift Card Core Map

Sell digital gift cards that bring in new customers AND build a reward system that keeps your best customers coming back.

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Day 10

The Direct Mail QR Connect Core Map

Turn every piece of mail into a trackable, personalized lead generation machine. Know exactly who scanned, when they scanned, and trigger instant follow-up.

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Day 11

The Listing Launch Core Map

10 stunning property websites. Zero design skills required. Professional single property sites in 10 minutes, not 10 hours.

Learn More →