Shaker & Sons

Tailored CRM for Trades & Beyond

Open BETA.

Step 1: Sign Up for $0


Choose your plan (Essential, Plus, Premium or Enterprise) and sign up in minutes. Your monthly subscription (starting at $400) unlocks automation tailored for trades, realtors, and small businesses, with optional setup fees ($600–$3,000+) and additional users at $50/seat.

Step 2: We Build Your Custom CRM


We’ll set up a 1-on-1 consultation to craft your CRM, tailored to your ambitions. Share your business goals, and we’ll build a solution to help you reach them, handling the setup from there.

Step 3: Boost Your Business


Maximize your potential with your CRM, tailored to boost efficiency and growth. Your subscription provides ongoing support, updates, and advanced automation tools to stay ahead of the competition.

Automation for Any Business.

"You can lift more if you change your grip."

Solutions for Every Goal


Essential$600 (one-time, up to 7 days)
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$400/month ($13/day)
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CRM live with lead tracking
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Contact - 100


✓ Personalized Inquiry Form


✓ Real-Time Job Tracker


✓ Smart Email Automation


✓ Instant Online Booking

Plus$1,400 (one-time, up to 12 days)
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$800/month ($27/day)
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CRM operational with scheduling
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Contacts - 500


✓ Personalized Inquiry Form


✓ Real-Time Job Tracker


✓ Smart Email Automation


✓ Instant Online Booking


✓ Team Collaboration Suite


✓ Dynamic Job Scheduling


✓ Performance Reports

Premium$3,000 (one-time, up to 15 days)
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$1,800/month ($60/day)
CRM optimized with workflows
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Contacts 1,000


✓ Personalized Inquiry Form


✓ Real-Time Job Tracker


✓ Smart Email Automation


✓ Instant Online Booking


✓ Team Collaboration Suite


✓ Dynamic Job Scheduling


✓ Performance Reports


✓ Tailored Workflow Automation


✓ Interactive Dashboards


✓ Full AI Oversight

Enterprise Solutions

Enterprise Solutions are crafted specifically for trades and realty giants looking to scale with confidence. Starting at $10,000 setup + $5,000/month, this tailored system delivers advanced reporting to track performance across projects, seamless multi-location management to unify operations, and a dedicated expert to guide your team, personalized support that sets us apart from generic platforms. Designed to streamline workflows, enhance decision-making, and unlock new opportunities, we handle the customization and ongoing optimization, empowering your business to soar. Request your custom quote today to see how we can transform your enterprise, results will vary based on your unique needs and execution.

Value Additions


Comprehensive Warranty Workflows-$1750/month ($58.30/day)

Full warranty tracking, automated renewal alerts, and 1-hr monthly review

Basic Website Creation-$150/month ($5/day)

Custom 3-page site (Home, About, Contact) with CRM integration

Advanced Website Maintenance-$250/month ($8.33/day)

Ongoing updates, SEO, analytics

Text Messaging (SMS)-$75/month ($2.50/day)

Two-way SMS (500 messages/month), CRM logging

Bulk SMS Campaigns-$150/month ($5/day)

1,000 message blasts with segmentation

AI-Powered Chatbot-$100/month ($3.33/day)

24/7 chatbot for inquiries, lead capture

Social Media Management-$200/month ($6.67/day)

2 posts/week on X/Instagram, analytics

SEO Optimization-$200/month ($6.67/day)

Keyword targeting and ranking support

Payment Gateway Integration-$200/month ($6.67/day)

Seamless payment processing via Stripe/PayPal

Pricing reflects initial setup; ongoing costs vary with usage.

Your Ally in CRM & Automation

Why Choose Us?


Technology is reshaping trades and small businesses, sparking excitement amid new challenges. Shaker & Sons, guided by a seasoned project manager, delivers unparalleled commitment to smooth your way. As your dedicated CRM and automation partner, we provide customized solutions to save time and elevate your operations. Our adaptable support evolves with you, standing strong through any obstacle. While results may differ, our mission is to simplify your workflow, inspiring you to pursue your greatest goals.

Your Success, Our Mission.

Contact Us

Email: [email protected]
Phone: 615-795-4629

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