Take Part
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Core service

CRM and marketing automation for Upstate businesses

Take Part sets up the CRM and automation behind your marketing, so every call, form and booking lands in one place and gets a follow-up. We have built these systems for Suds on Stone, Pickens County Meals on Wheels, New Every Week and Longview Carolina. Setup typically takes 4-8 weeks and starts at $3,000.

Best for businesses losing track of leads between phone calls, forms and inboxes.

Starting at $3,000 Typically 4-8 weeks
Founded
2020
Founded
Clients served
50+
Clients served
10 Google reviews
5.0
10 Google reviews
Automate Your Marketing

What's included

  • CRM setup
  • Automation workflows
  • Lead scoring
  • Email campaigns

What you get

  • CRM system
  • Workflows
  • Dashboards
  • Training

Why it matters

  • Never lose a lead
  • Automated follow-ups
  • Better conversions

How it goes

  1. 01Audit
  2. 02Setup
  3. 03Configuration
  4. 04Training

Related work

Where we've done this work

Questions we hear

How is CRM setup priced?

Setup starts at $3,000. The price depends on how many tools we connect and how many automated steps your follow-up needs.

How long does setup take?

Typically 4 to 8 weeks, including training your team on the new system.

Can you set up our phone system too?

Yes. We run the phone system callers reach at The Silos in Easley, and we built custom phone and CRM systems for Relan Capital.

Can it send texts as well as emails?

Yes. For New Every Week we built the email and text system behind its weekly giveaway.

Do you work with nonprofits?

Yes. For Pickens County Meals on Wheels we handle the systems behind its website, from online giving and payment processing to ordering for its casserole kitchen.

Do you work outside Pickens County?

Yes. We are based in Easley and set up systems for businesses across the Upstate, including Suds on Stone in Greenville County.

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