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Custom tailored
magic.

AgencyNerd. We code what your CRM can't do.

We handle that

We handle that

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Salesforce
HubSpot
GoHighLevel
Lindy
Sunfire
Balto
[01]Powerful platform

Full throttle. All the time.

Execute your revenue strategy with precision. While we custom code solutions, deploy AI, integrate your data, and get deep insights.

01AUTOMATE

Automate everything

We design custom-coded solutions for your most repetitive tasks — referral partner payouts, client sign-in portals, manager dashboards, deal routing, and data sync across multiple CRMs.

Learn more →
server/routers/referrals.ts
deployed · v1.4.2
Procedures
ƒpayReferralPartners
ƒreconcileInvoices
ƒenrichFromHubSpot
ƒrouteInboundDeal
ƒsyncCrmGraph
Last run
2m ago · 247 paid
3 skipped · 0 errors
1
pay: protectedProcedure
2
.mutation(async ({ ctx }) => {
3
const contacts = await ctx.db.contact.findMany({
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where: { date_paid: { lt: new Date() }, ref_amt: { gt: 1 },
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OR: [{ ref_inv: null }, { ref_inv: "tried" }] },
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});
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const results = await Promise.allSettled(
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contacts.map(c => payPeople({ contact: c, db: ctx.db }))
10
);
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12
// skip insufficient-funds, retry next run
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const skipped = results.filter(r =>
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r.reason?.message?.toLowerCase().includes("insufficient"));
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await ctx.db.contact.updateMany({ data: { ref_inv: "tried" } });
17
}),
02DEPLOY

Deploy AI

Put agents to work across outreach, deal review, or handling the follow-ups your team never gets to. A tailored assistant built into every part of your workflow.

Learn more →
AGENT · NIGHT SHIFT
Missed 4 calls after 9pm last night — all recaps in your inbox.
Which ones need a callback?
Two. Lindsey (renewal) and Mark (new quote). Drafted both replies.
Expected value
Lindsey9.5
Mark5.5
Send Lindsey, hold Mark.
Done. ✓
03CONNECT

Connect any type of data

We connect all your CRMs into a single source of truth, so every contact, deal, and record stays consistent no matter where it lives.

Learn more →
S
Salesforce
synced
H
HubSpot
synced
G
GoHighLevel
synced
One record
04POWERFUL

Powerful reporting

Spin up reports in seconds. Track pipeline, forecast revenue, and surface insights without waiting on data teams.

Learn more →
Q1 PIPELINE
D
W
M
Q
$2.4M
↑ 32%
JanFebMar
Free audit — no commitment

Book a free CRM audit.

30 minutes. We'll find the biggest leaks in your pipeline and tell you how to patch them.

[02]Deploy fast

Scale faster.

Forget months of setup. AgencyNerd will have you bug free in weeks and get you back to doing more of what matters.

Your Brand
Your Brand
Your System
Your System
AUTOMATED
Juiced Up
So all your team has to do is squeeze.
Lead generation, end to end

One pipeline.
Two audiences.

From the first flyer hitting a mailbox to a qualified call on your calendar — the whole funnel, built once and tuned forever.
SIDE A
Consumer
B2C
01 · Reach
SCAN ME
Flyer to mailbox.
Printed postcards & QR flyers — targeted by zip, tracked by scan.
Scan → form
02 · Qualify
Budget range?
$5k–$10k
Great. Thursday 2pm?
QUALIFYING…● LIVE
Meet the bot.
Lands on a page. Greeted by the qualifying assistant in 3 seconds.
Booked
03 · Close
APR 20 — APR 248 BOOKED
M
T
W
T
F
Calendar fills itself.
Qualified consumers drop straight into open slots — no human tag required.
THE MIDDLE
Qualifying Bot
ALWAYS ON
LIVE · QUALIFYING
Every lead gets asked
the right questions.
Hi — what brings you in today?
Roof leak, need quote.
Got it. Ballpark budget?
$5k–$10k
Thursday 2pm for a 15-min walkthrough?
✓ Booked
< 30s
response
7 Qs
to qualify
24 / 7
always on
Pushes to CRM
The handoff
NEW12
QUAL7
WON4
+1 NEW
CRM pinged. Agent notified.
Deal card lands in the right column with transcript, score, and next step.
SIDE B
Business
B2B
01 · Reach
INCOMING · RINGLESS
“Hi, this is about your Q3…”
Voicemail to their dialer.
Ringless drops & outbound sequences — land in the decision-maker's inbox.
Callback → bot
02 · Qualify
Budget range?
$5k–$10k
Great. Thursday 2pm?
QUALIFYING…● LIVE
Same bot. Different questions.
Swaps vocabulary for B2B — headcount, stack, budget cycle, decision owner.
Routed
03 · Close
NEW12
QUAL7
WON4
+1 NEW
Agents get it live.
Notification, survey, pipeline card — your reps work the deal, not the intake.
Supporting stack
What feeds the pipeline.
01
Organic
  • ·Website builder
  • ·Google SEO
02
Sales automation
  • ·Lead responses
  • ·Follow-ups
  • ·Pipeline notifs
03
Supplemental
  • ·QR codes
  • ·Booking page
  • ·Sales copy
04
Paid — Meta
  • ·New leads
  • ·Retargeting
  • ·Content scripts

Start standing out TODAY

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