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LBS took our outdated systems and turned them into a CRM that actually works for us.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.
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.
Our Team
We're a small, hands-on team that specializes in one thing: CRM systems businesses actually use. No bloated onboarding, no disappearing after setup. Just tools that work and support when you need it.
Get In Touch
