Personal Touch CRM is built to conform to the way you already work — not to teach you a new way to run your business.
Every feature we built started with a real conversation with a business owner who grows through referrals and relationships.
"I track everything in my head. People fall through the cracks and I only realize it months later."
"My referral partners send me leads but I have no system for tracking the relationship or closing the loop."
"I bought a CRM. It's been open four times. It doesn't match how my business actually works."
"I lose hours on tasks that should be automatic — follow-ups, review requests, appointment confirmations, referral thank-yous."
Active members of structured networking groups who need a system that tracks every connection and keeps referral pipelines warm automatically.
Attorneys, accountants, coaches, and advisors whose reputation lives in relationships — not ad spend. Every client connection is an asset worth managing.
HVAC, plumbing, roofing, electrical, restoration — businesses where the review, referral, and rebooking happen in the follow-up, not the job itself.
Agents, mortgage brokers, and title companies where long-term relationship nurturing is the difference between a one-time transaction and a referral engine.
Chiropractors, dentists, med spas, and wellness practitioners who need rebooking automation, care reminders, and review systems that run without them.
Running a networking group, mastermind, or referral circle? Track member engagement, automate guest follow-up, and make your group more valuable for everyone.
Every plan includes a workflow package pre-mapped for your business type. Not generic templates you rebuild yourself — actual automation sequences that go live during setup, adjusted to your contacts, fields, and process.
Pick your industry below to see exactly what's running from day one.
Every workflow is adjusted to your business during setup — your contact fields, your pipeline stages, your naming.
These are starting points built from real patterns across hundreds of relationship-driven businesses. Don't see your industry? We've built for it — just ask.
Most GHL agencies resell you a seat on their account, mark it up, and move on. We're not that. We configure GHL and connect your own automation layer — so your system belongs to you, not us.
When we're done building, you can walk away with everything intact. That's the difference between a vendor and a builder.
We map your business first. Then we build the system around it — not the other way around.
We map how you actually work — your contact types, referral sources, weekly rhythms, and where relationships slip through the cracks.
We select and adjust your workflow package, configure pipeline stages, and set up contact fields before writing a single automation.
Your system goes live. Workflows are active, pipelines are populated, and your first automations are running and tested.
As your business evolves, your system evolves with it. Monthly calls keep workflows tuned and new automations added as you need them.
No platform lock-in. No per-feature upsells. No seat markups. A system built for your business that compounds over time.
Everything you need to capture every contact, automate your follow-up, and stop letting relationships fall through the cracks.
Setup included · Cancel anytime
The complete system — full industry workflow library, referral partner pipeline, and multi-user access for your team.
+ $25 / additional user · Setup included
Most CRM companies sell you a platform then teach you how to use it. We start by understanding how your business runs, then configure the system around that reality.
No software training. No workflow overhauls. No platform you'll outgrow.
n8n, Supabase, GHL, Coolify — tools you own. We deploy on your infrastructure so you're never held hostage by a vendor.
Automation handles the repeat work. You stay focused on the conversations that actually grow your business.
We integrate AI where it genuinely saves you time — drafting outreach, researching contacts, auditing your network. Available on any workflow, not assumed in every one.
Your data, your workflows, your stack. We build systems that belong to you from day one.
"The post-job review workflow paid for itself in the first month. We went from 12 Google reviews to 47 in 8 weeks."
"I've tried four CRMs. This is the first one that actually matches how I run my referral network. It felt like it was built just for me."
"Finally a CRM that doesn't lock me into their ecosystem. My data is mine and the workflows were built for my practice — not someone else's template."
"Setup was done in 48 hours and the system was already running before our first strategy call. I didn't have to learn a thing."
"The referral tracking changed everything. I finally know which partners are sending me business and whether those leads are actually converting."
"I'm a solo operator and this replaced three separate tools. Contacts, automation, scheduling — all connected and built around how I work."
"The post-job review workflow paid for itself in the first month. We went from 12 Google reviews to 47 in 8 weeks."
"I've tried four CRMs. This is the first one that actually matches how I run my referral network. It felt like it was built just for me."
"Finally a CRM that doesn't lock me into their ecosystem. My data is mine and the workflows were built for my practice — not someone else's template."
"Setup was done in 48 hours and the system was already running before our first strategy call. I didn't have to learn a thing."
"The referral tracking changed everything. I finally know which partners are sending me business and whether those leads are actually converting."
"I'm a solo operator and this replaced three separate tools. Contacts, automation, scheduling — all connected and built around how I work."
Your next best client is already in your network. The question is whether your system can find them — and follow up — before someone else does.
Setup included · No long-term contracts · Cancel anytime