CRM and marketing automation for local businesses
Your business, running on its own CRM — we build and manage it for you
Legacy Business Solutions sets up and manages a fully branded CRM platform for your business — lead capture, automated follow-up, booking, and reviews, handled end to end.
Built for service businesses, clinics, contractors, salons, and local retailers
Home services
Health and wellness
Real estate
Auto and repair
Salons and spas
About us
We're a small, hands-on team that specializes in one thing: CRM systems businesses actually use. Just tools that work and support when you need it.
One platform, fully managed for you
Your own branded CRM, built and run by our team — no software to learn, no setup to figure out.
Lead capture and inbox
Every call, form, and message lands in one inbox, so no lead falls through.
Automated follow-up
Text and email sequences follow up on leads automatically, day and night.
Online booking
Customers book directly onto your calendar, no back-and-forth required.
Review generation
Automatic review requests after every job, sent right when trust is highest.
Funnels and landing pages
Custom pages built to turn ad traffic into booked appointments.
Fully managed for you
We build, monitor, and optimize the system, so you focus on the work.
How it works
Discovery call
We learn your workflow and where leads are slipping through.
We build your CRM
Fully branded to your business, set up in days, not months.
You go live
Leads start flowing in, follow-up runs automatically.
We manage it
Ongoing optimization, reporting, and support included.
What clients are saying
LBS took our outdated systems and turned them into a CRM that actually works for us. Our follow up used to fall through the cracks; now everything from leads to appointments runs on autopilot.
MICHAEL R.
I didn't understand marketing automation before working with LBS, but they broke it down and built something that fit my business exactly. My response time to new leads has never been faster.
SANDRA K.
Legacy Business Solutions set up our entire pipeline, from the website to the booking calendar to the follow up texts. It felt overwhelming going in, but they made it simple and it just works now.
DERRICK T.
Your business, running on its own CRM — we build and manage it for you.
Legacy Business Solutions sets up and manages a fully branded CRM platform for your business: lead capture, automated follow-up, booking, and reviews, handled end to end.
Everything your lead flow needs, in one system
No juggling five different tools. One branded platform handles it all, and we're the ones running it. See the full breakdown →
Missed Call Text-Back
Auto-texts anyone who calls and doesn't reach you, so no lead goes cold.
CRM & Pipeline
Every lead and customer organized in one place, from first contact to closed.
Website & Booking Funnel
A branded landing page tied directly to your live calendar.
Scheduling Automation
Reminders and no-show follow-up handled without you lifting a finger.
Reputation Management
Automated review requests plus a dashboard to respond to Google and Facebook reviews.
Email & SMS Campaigns
Promotions and re-engagement messages sent to old and new leads alike.
AI Chatbot
Answers FAQs and books appointments on your website and Facebook, automatically.
Social Content
Content creation and scheduling so your feed stays active without extra work on your end.
Monthly Reporting
A clear dashboard showing leads, bookings, and revenue attributed to your system.
We don't hand you software and walk away.
Most CRM tools assume you have the time to learn them, build the automations, and keep everything running. We don't think that's realistic for a business owner who's already stretched thin.
So we build it, manage it, and check in with you on a schedule that matches your plan, while you stay focused on the actual business.
View Plans- Setup handled entirely by us, not a DIY onboarding wizard
- Ongoing management included, not a one-time install
- Regular check-ins on a cadence that matches your plan
- One system instead of five disconnected tools
- Built specifically for local, in-person service businesses
See it running before you commit to anything.
A quick 15–20 minute call, no pressure, no pitch deck.
Small Business Package
All the essentials to stop losing leads, built for businesses just getting started. No long-term contract.
FAQS
How long does setup take?
Most Starter accounts are live within a week. Growth and Pro, which include a website build, typically take two to three weeks depending on how quickly we get your branding and content.
What makes this different from just doing this myself?
You could build a CRM yourself, but most owners don't have the time to learn the platform, write the automations, and keep them running. We build it, manage it, and report on it, so you can stay focused on the business.
Do you manage the system ongoing, or just set it up?
Both. Setup gets you live; the monthly plan keeps everything managed, monitored, and improved, with a check-in cadence that matches your tier.
What if I already have a CRM or booking system?
We can usually migrate your existing contacts and pipeline into your new system as part of setup. We'll review what you have during onboarding and map out the switch.
Get In Touch
