CRM and marketing analytics
CRM and analytics that show which marketing brings in customers
Most small businesses lose more sales to slow follow-up than to weak advertising, and most cannot tell which marketing is paying off. We set up a simple CRM so every lead gets a fast response, and tracking that connects your calls, forms and sales back to where they came from.
Talk with our team Monday to Friday, 9am to 6pm ET. No sales script.
- Based in Stuart, Florida
- Setup and training included
- Month to month after setup
- One report instead of six logins
Lead tracking setup check
Example account · illustrative
- Form submissions tracked Done
- Click-to-call tracked Done
- Every lead logged in the CRM Done
- Follow-up tasks assigned automatically Set
- Cost per lead by channel Live
- Monthly plain-English report Sent
Every lead followed up and counted
What does SMB Marketing do for CRM and analytics?
SMB Marketing, Inc. is a marketing agency in Stuart, Florida that sets up CRM systems and marketing analytics for small and midsize businesses on the Treasure Coast and across the country. We install and support AMPED, a sales CRM for small teams, set up Google Analytics 4 with call and form tracking and report leads and cost per lead by channel each month.
Last updated November 2026
Where small businesses lose leads and lose track
The leads are often there. They get lost in inboxes, voicemail and spreadsheets, and nobody can say which marketing produced them.
Leads go cold
An inquiry sits in an inbox for two days. By the time someone calls back, the customer hired the business that answered first.
Everything lives in someone’s head
Notes, quotes and follow-ups depend on one person remembering. When they are busy or out, sales slip.
Six logins, no answers
Google, Facebook, the website and the email platform all report different numbers, and none of them tie back to revenue.
Calls are not tracked
For many local businesses the phone is the main lead source, and it is the one nobody measures.
What’s included
A simple system for following up and measuring results
We connect your website, phone, email and ads to one place for leads and one report for results, then show your team how to use it.
- CRM setup and trainingAMPED set up for how your team actually sells, with training so everyone uses it.
- Calls, email and SMS in one placeEvery conversation with a lead logged on their record, including click-to-dial with call logging.
- Pipeline managementSee every open quote and deal, its value and what happens next.
- Task and follow-up automationReminders and automated follow-ups so no lead waits. Pairs with our email automation.
- Google Analytics 4 setupConfigured correctly, with the events that matter to your business.
- Form and click-to-call trackingKnow exactly how many leads each page, ad and channel produces.
- Search Console and Business Profile insightsHow people find you in Google search and Maps, in the same report.
- Dashboards and monthly reportsLeads and cost per lead by channel, explained in plain English. We use Optix to keep it on one screen.
Losing leads after the first contact?
We will map what happens after a lead reaches you and show you the one fix most likely to win back sales.
How SMB Marketing sets up your CRM and reporting
Practical setup, real training and numbers you can act on.
- 01Free consultationWe map how leads reach you today, who follows up and what you can and cannot measure.
- 02Set up trackingAnalytics, call and form tracking go in so every lead is counted from day one.
- 03Build the CRMPipeline, contacts, automations and integrations set up, then your team is trained.
- 04Report and improveA monthly report on leads, cost per lead and follow-up speed, with one recommendation.
What we won’t promise
A CRM does not close deals by itself, and no report is perfect. We promise a system your team will actually use, tracking you can trust and a clear monthly picture of where your leads come from and what they cost.
Client results
What small business owners say about working with us
Since working with SMB Marketing and specifically Joe our revenue per month increased a minimum of 20%. Very professional and hard working. We could not ask for a better partnership.
Andy CarracinoCo-owner and PGA Professional, South Shore Golf, Oakdale, NY
The absolute best marketing firm anyone can ask for. Not only is Joe responsive, he’s creative and smart. My business has grown since we started working together and I couldn’t be happier.
Ryan JonesOwner, Chubs Meats, Medford, NY
Working with Joe and SMB Marketing has been one of the best decisions PMHS Robotics Booster Club, Inc has made. Thanks to Joe’s expertise we now have an excellent marketing plan.
Bunnie SchillerPresident, PMHS Team 329 Booster Club
Trusted by local businesses including
South Shore GolfQuality Golf CarsSalon BrielleChubs MeatsSplendor Foot SpaGreg Connors Swing Like A Pro
CRM and marketing analytics questions
Do I really need a CRM as a small business?
If more than one person handles leads, or if leads ever slip through because someone forgot to call back, yes. A simple CRM keeps every call, email and text in one place, reminds your team to follow up and shows what is in the pipeline. It does not need to be complicated or expensive.
Which CRM do you use?
We set up and support AMPED, a sales CRM built for small teams with calls, email and SMS in one place. If you already use another CRM, we can work with it and connect it to your website and email platform.
What does marketing analytics setup include?
Google Analytics 4, tracking for form submissions and click-to-call, Search Console and Google Business Profile insights, and a dashboard that shows leads and cost per lead by channel. We set it up correctly once, then explain it every month.
Can you show which marketing actually brings in customers?
Yes, as long as calls and forms are tracked and leads are recorded in a CRM. Then we can follow a lead from the ad, search or email that brought it in through to the closed sale.
Will this replace my other tools?
Usually it simplifies them. Most owners we meet have six logins that never agree. We connect what you keep and give you one report instead of six.
Is there a long-term contract?
No. After setup, CRM support and reporting are month to month.
Let’s talk
Find out where your leads are slipping through
Book a free consultation. We will look at how leads reach you and how you track them, and tell you the one change most likely to win back sales.
- (561) 203-9041
- jparadiso@smbmarketing411.com
- Stuart, Florida 34997
- Monday to Friday, 9am to 6pm ET
Free lead review
What we look at first
- Speed to first response ✓
- Where leads are recorded ✓
- Call and form tracking ✓
- Cost per lead by channel ✓
One clear first fix