As entrepreneurs, we often hear that “you need more leads to grow.” But the truth? Getting leads isn’t the real problem. It’s what happens after someone shows interest that makes or breaks your sales process.

When you’re managing contacts through messy spreadsheets, bouncing between email threads, forgetting to follow up, or constantly reminding your VA what to do next—something always slips through the cracks.

That’s the exact problem we faced—and why we built Seven Figure CRM.

This isn’t just another tool on the shelf. It’s a complete business system designed for people like you: entrepreneurs, solopreneurs, coaches, service providers, and growing teams who want to streamline lead nurturing, automate workflows, and delegate confidently—even without a tech background.

Let’s walk you through how it works, how we use it in our business, and how you can apply it to yours—no matter what industry you’re in.

Why We Chose to Build Our Own CRM

Like most businesses, we started with good intentions and clunky systems. We had email platforms, spreadsheets, sticky notes, multiple apps—each doing its own thing.

But as we grew, it became obvious: we weren’t scaling efficiently. Follow-ups were missed. Leads went cold. And our team was constantly checking different platforms to piece the puzzle together.

That’s when we knew we didn’t just need a CRM—we needed an ecosystem.
A centralized, easy-to-use, VA-friendly system that could connect every part of our lead journey.

And not something built for techy sales teams—something built for entrepreneurs, coaches, agents, and service providers who want simplicity without sacrificing performance.

What Makes Seven Figure CRM Different (And Why It Works for Us)

We didn’t set out to build the most complex CRM. We set out to build the most usable one.

Here’s what makes it unique—and why it works for business owners who want results without the overwhelm:

✅ All-in-One Dashboard

No more hopping between apps. See contacts, emails, calls, pipelines, payments, and task statuses in one place. CRM dashboards help streamline data into actionable insights.

✅ Built for Delegation

Designed with VAs in mind—so they can manage pipelines, follow-ups, and tasks with minimal supervision.

✅ Easy, Human-Like Automation

Automate nurture sequences, reminders, and task flows without needing to code or call a developer.

✅ Built-in VOIP (Call + SMS)

Make calls, send texts, and record conversations directly inside the CRM—great for follow-ups, accountability, and training.

✅ Real Human Support

We don’t just give you the software. We give you a team to help with setup, onboarding, and real-world use cases.

Real Use Cases: How We Use Seven Figure CRM Every Day

Seven Figure CRM isn’t just software for us. It’s the backbone of our operations. It handles everything from lead capture to client onboarding and follow-ups.

Here are some real ways it transformed our workflows:

Smarter Email Nurturing

We moved all our newsletters, welcome sequences, and reactivation campaigns into the CRM. No more missed emails or inconsistent messages. Our VA now handles monitoring open rates, triggering follow-ups, and updating contact statuses.

Seamless Webinar & Event Follow-Up

Before, follow-ups were manual and inconsistent. Now, every registrant is tagged, reminded before the event, and placed into a post-event flow. This single change doubled our booking rates.

Order & Payment Visibility

When a client signs up, everything shows up inside the CRM. We instantly see payment status, next steps, and can assign follow-ups. No more checking three different platforms to confirm who paid.

Visual Lead Management

Every lead now flows through a custom pipeline: from inquiry to call booked to closed. This real-time view shows us where things stall and helps us act quickly—or delegate to our VA.

Evergreen Lead Nurture

Some prospects aren’t ready right away. That’s fine. The CRM drops them into a 30 to 60-day nurture sequence filled with educational content and value. No one is ever forgotten.

This lets us stop chasing leads manually—and lets the system do the heavy lifting.

How Can I Start Using Seven Figure CRM in My Business?

Here’s the best part: you don’t need to use everything in this CRM to benefit from it.

You can plug it in wherever it makes the most sense—starting small and growing from there.

Not sure where to start with automation? Here’s what we recommend:

Whether you’re looking for simple CRM automation tools or building out a full business automation system, these features will give you momentum from day one.

✔ Capture Leads Effortlessly

Use landing pages, pop-up forms, and opt-ins to auto-feed leads into your CRM—already tagged and segmented.

✔ Automate Follow-Ups

Send welcome emails, thank-you texts, appointment reminders, or even “We haven’t heard from you” messages automatically. This is how you simplify automated lead follow-up without needing extra platforms.

✔ Map Out Custom Pipelines

Visualize your entire sales process—from Inquiry → Call Booked → Proposal Sent → Closed. A visual sales pipeline shows exactly where each prospect stands, so you or your VA can act fast.

✔ Use VOIP + Call Logs

Make calls directly from the CRM. Keep logs. Record calls. Let your VA follow up confidently—without bouncing between tools.

✔ Train Your VA Once, Then Let the System Work

Your VA can now:

• Monitor contacts
• Send emails/texts
• Update statuses
• Notify you when it’s your turn to close

And if you’re not sure where to start—we’ll help you.

Whether you’re a solopreneur or a growing team, Seven Figure CRM is built to grow with you—without the complexity of big platforms. From streamlined workflows to automated lead nurturing, it adapts to your business style.

The Seven Figure CRM team provides onboarding and support, so you’re never left to figure it out on your own.
This works whether you’re a solo founder, a small agency, or a growing team.

Our 2 Favorite Workflows That Keep Our Pipeline Moving

1. Webinar Nurture Workflow

When someone registers for a webinar, the CRM handles everything:

• Tags and categorizes them.
• Sends confirmation emails and SMS reminders.
• Automates post-event follow-up with recap content and CTAs.
• Moves non-converted leads into an evergreen nurture sequence.

This workflow alone has increased our post-webinar conversions without extra manual work from the team.

2. Evergreen Lead Nurture Sequences

Leads that don’t convert right away enter a 30- to 60-day nurture sequence:

• Weekly educational emails.
• Value-packed case studies.
• Occasional SMS nudges to book a call.

This keeps our brand top of mind while building trust over time.

The Flexibility to Integrate Into Any Business Process

Worried about switching? Don’t be.

You can use Seven Figure CRM alongside your current tools and workflows:

• Keep your existing invoicing system

• Still use your email for private convos

• Connect the CRM to your existing website or funnel builder

• Let your VA work inside the CRM while you focus on strategy

We made sure this doesn’t force you to start from scratch. It integrates. It enhances. It doesn’t complicate.

Why Delegation + CRM Is the Winning Combo

A CRM without delegation becomes another admin task.
Delegation without a CRM becomes chaotic.

But together? That’s when your business scales without burnout.

A CRM by itself is powerful. But when combined with a trained VA, it becomes a business engine.

Let’s break it down:

Using CRM platforms not only close more deals but also shorten their sales cycles and boost customer satisfaction. Following CRM best practices like these can make all the difference in keeping your pipeline moving. 

Simple to Learn. Built to Scale

The beauty of this CRM is that it’s simple.

And you’re not alone—we help with:

• Guided onboarding

• Migration from old systems

• Custom workflows that match how you already work

Real human support, whenever you need it

A System That Grows With You

If you’re tired of chasing leads, juggling apps, or being the only one who knows what’s going on—this is the sign you’ve been waiting for.

Seven Figure CRM isn’t just a platform.
It’s your business operating system.
It’s how we’ve been able to scale, delegate, and grow—without the tech drama.

Whether you’re just starting or already scaling, this CRM will meet you where you are and grow with you.

Imagine waking up, checking your dashboard, and knowing:

• What leads are hot
• Who followed up
• What your VA has handled
• What’s closing this week

No more stress.
No more scattered systems.
Just clarity, consistency, and growth.

Ready to Try It in Your Business?

✅ Hire a VA through Hire Heroes and get full CRM access
✅ Or get CRM-only access with our onboarding package for your internal team

📩 Curious how it could fit into your business? Send us a message—we’ll walk you through the exact steps, no pressure.

📌 Coming Soon: “5 Smart Lead Management Tasks to Delegate to Your Virtual Assistant. Stay tuned for our next blog post—new insights published weekly!

FAQs

1. Is Seven Figure CRM suitable for small businesses and solo entrepreneurs?
   Yes. Seven Figure CRM is designed for businesses of all sizes, including small teams, solo founders, and service providers. It offers simplicity, clarity, and workflows that are easy to delegate—even if you don’t have a big team.

    

2. Can I customize the CRM to match my current process?
   Absolutely. Seven Figure CRM is fully customizable—from pipelines and automations to contact tags and notifications. We help you set it up based on how your business already runs.

    

3. Can Seven Figure CRM be used by industries outside insurance?
   Absolutely. While many insurance agents use it, Seven Figure CRM works for any business that needs to simplify lead management, automate follow-ups, and delegate sales support tasks.

    

4. How do I get access to Seven Figure CRM?
   You get full access to Seven Figure CRM when you hire a Virtual Assistant through Hire Heroes. If you prefer CRM-only access for your internal team, contact us for a custom quote.

    

5. Can a Virtual Assistant fully manage my CRM for me?
   Yes. Seven Figure CRM is VA-friendly. Your VA can manage lead stages, send follow-ups, update pipelines, and assist with sales support—while you still guide them on your preferred sales process.