Where consistency becomes growth
Katexs
CRM BUILD · HVAC · DALLAS TX

Apex Climate Solutions

A full CRM system built from scratch in 4 days — pipelines, automated follow-up, and an AI agent live.

4 days
Full CRM system
$8,400
Revenue recovered
Marcus R. — Owner
Marcus R. — Owner
Apex Climate Solutions
★★★★★
The Problem

What was costing them before Katexs.

  • No pipelines set up despite paying $297/month for 8 months.
  • Every new lead manually tracked in a notes app.
  • Zero automations running — owner doing all follow-up personally.
“I had CRM for 8 months and used maybe 10% of it. Katexs built the full system in 4 days. Now it runs itself.”
The Katexs Build

What we built — step by step.

Our team rebuilt the entire CRM workspace from the ground up — pipelines, custom fields, automated workflows, and a connected voice agent. We audited the existing setup, redesigned the lead architecture, then deployed automations and an integrated AI receptionist that books and qualifies. End to end in 4 days.

CRMVapiTwilioMake.comClaude
  1. 1
    Day 1
    GHL audit and pipeline architecture.
  2. 2
    Day 2
    Pipeline stages built and contact import.
  3. 3
    Day 3
    Automation workflows configured.
  4. 4
    Day 4
    AI agent integrated and tested. Live.
Workflow Diagrams

The actual build.

Live, draggable node diagrams — drag any node, watch the data flow.

LEAD INTAKE PIPELINE
1
New Lead Arrives
step 01
2
GHL Contact Created
step 02
3
Pipeline Stage Assigned
step 03
4
Owner Notified
step 04
FOLLOW-UP AUTOMATION
1
Lead Enters Stage
step 01
2
Wait 1 Hour
step 02
3
SMS Sent
step 03
4
If No Reply
step 04
5
Email Sent
step 05
6
Follow Up Call Scheduled
step 06
AI AGENT INTEGRATION
1
Inbound Call
step 01
2
Vapi Intercepts
step 02
3
Claude Qualifies
step 03
4
GHL Updated
step 04
5
Appointment Set
step 05
REPORTING DASHBOARD
1
All Pipeline Data
step 01
2
Aggregated Daily
step 02
3
Report Generated
step 03
4
Sent to Owner via Email
step 04
Verified Katexs Build
Every workflow shown is a real deployed system.
Built in 4 days
From brief submitted to client live.
NDA Protected
Client details shared with permission only.
The Results

What changed after going live.

$8,400
Revenue recovered month one
100%
Leads in pipeline
4 days
To go live
“I had CRM for 8 months and used maybe 10% of it. Katexs built the full system in 4 days. Now it runs itself.”
Marcus R. — Owner
Marcus R. — Owner
Apex Climate Solutions
★★★★★

Ready to get results like this?

Your build starts within 24 hours. Live in 3 to 6 days.

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