Boost
Your Numbers
Every call, every lead, every sale matters. Summit CRM is built to help you maximize efficiency, reduce wasted time, and focus on what drives results.
From automated follow-ups to streamlined pipelines, we provide the tools that help you close more deals, faster.
increase YOUR SALES
With Our Automation Software
Sales don’t happen by accident—they happen through consistent action. Summit CRM takes the guesswork out of your process by automating lead nurturing, appointment setting, and client communication.
With our software running in the background, you’ll spend less time chasing leads and more time helping clients say “yes.”
how iT wORKS?
It’s simple: you connect your leads, and Summit CRM does the heavy lifting. Our system automatically organizes contacts, sends timely emails and texts, tracks activity, and keeps you on top of every opportunity. No complicated setup—just a straightforward workflow designed to grow your business.
Import Your Leads – Upload or connect your leads directly into Summit CRM.
Automate Follow-Ups – Emails, texts, and reminders go out automatically—no more missed opportunities.
Track & Close Deals – Monitor progress in real time with an easy-to-follow sales pipeline.
Our Services
Summit CRM offers more than just software—we provide a full toolkit for success. From smart lead management and automated follow-ups to pipeline tracking and reporting, every feature is designed to help you scale. Plus, our integrations allow you to connect with the platforms you already use, making the transition seamless.
FB/Google Advertising
Website/Funnel Design
SEO
SMM
membership options
Whether you’re an individual agent or managing a growing team, Summit CRM has a plan that fits your needs. Choose from flexible subscription options that scale as you grow—giving you the right tools at the right time without overpaying for features you don’t need.
Base
$97/month
Automated text & email follow-ups
Sales pipeline & deal tracking
Calendar & appointment booking
Two-way texting & call tracking
Mobile app access (iOS & Android)
Unlimited contacts & leads
Reporting dashboard & analytics
24/7 support & training
tESTIMONIALS
"Summit CRM completely changed the way I run my business. Before, I was juggling spreadsheets and sticky notes. Now everything is in one place, automated, and I never miss a follow-up. My close rate has doubled in just a few months."
Amanda R.
Insurance Agent
"I used to spend hours every week trying to organize leads and track conversations. Summit CRM does it all for me automatically. The text and email automations alone paid for the software in my first week."
David M.
Real Estate Investor
"What I love most about Summit CRM is how easy it is to use. I’m not super tech-savvy, but the setup was simple, and the support team walked me through everything. It feels like I added an assistant to my business for a fraction of the cost."
Jessica L.
Loan Officer
"Summit CRM keeps my pipeline full and my schedule packed. Instead of worrying about whether I followed up, I know every lead is being touched automatically. I’ve closed more deals in the last 60 days than ever before."
Marcus T.
Financial Advisor
We Can Help You!
Have questions or want to see Summit CRM in action? Our team is here to help. Reach out today to schedule a demo, get support, or learn more about how we can tailor Summit CRM to your business.
Success is one conversation away—let’s start yours.
(949) 867-4317