The Funnel
Every Lead Arrives With a Source Attached.
A contact with no origin is a contact you cannot learn anything from. The funnel is the part of Orcaru that catches every enquiry, however it arrives, and records where it came from before it ever reaches a salesperson. A full CRM is included from $199 a month.
Included, Not an Add-On
A Full CRM Instance, on Every Plan
Not a cut-down version. The complete system, provisioned for you during setup and operated alongside the analytics layer that reads it.
| What you get | What it does |
|---|---|
| Unified inbox | Every conversation in one thread per person: SMS, email, web chat, WhatsApp, Facebook and Instagram messages, and Google Business messages. Your team stops switching between six apps and nothing gets answered twice or not at all. |
| Tracked phone numbers | Numbers that forward to the phone you already answer. The caller hears no difference; you get the campaign, keyword or page that produced the call attached to the contact record. |
| Call recording and logging | Every inbound and outbound call logged against the contact, with recording and duration, so a booked job can be traced back to the conversation that won it. |
| Missed-call text back | When a call goes unanswered, an SMS goes out within seconds. This single automation recovers more revenue than most content programmes, because the enquiry was already warm. |
| Contacts, pipelines and stages | One record per human, deduplicated across sources, moving through stages you define. The scorecard reads stage transitions, which is how proposals and closes get counted without anyone filling in a spreadsheet. |
| Calendars and booking | Round-robin or individual calendars with availability rules, reminders and no-show follow-up. The booking event is a conversion the dashboard can count. |
| Forms, surveys and funnels | Capture forms, quote tools and landing pages, all writing straight into the CRM with their UTM parameters intact. |
| Workflow automation | Trigger-based sequences: new lead follow-up, nurture, post-job review requests, reactivation. Built once during setup and adjusted as the scorecard shows what is working. |
| AI agents on the conversations | Agents that answer first-line enquiries, qualify, and book straight into the calendar, handing over to a person when it matters. Every exchange stays on the contact record. |
| Reputation and reviews | Automated review requests after a completed job, with responses tracked so review velocity becomes a number rather than a feeling. |
| Payments and invoicing | Invoices, quotes and payment links where your workflow needs them, so revenue lands on the same record as the lead that produced it. |
Phone, SMS and WhatsApp usage
The platform is included in your plan. Telephony is consumption-based on top: the numbers you provision, the minutes you talk, and the messages you send across SMS and WhatsApp. Most single-location businesses spend a modest amount a month, and you see it itemised rather than buried in a rounded-up fee.
Already on GoHighLevel, or something else?
Migration is included. We move your contacts, pipelines, calendars, workflows and conversation history into your instance during setup, at no extra charge, and we keep your existing numbers where porting allows. If you would rather keep the CRM you have, the agent and the scorecard read it where it is. The included instance is there for businesses that need one, not a condition of working with us.
Attribution
Why This Is the Part That Actually Matters
Content is cheap to produce and expensive to evaluate. Without attribution you are running a business on anecdote: the month was good, someone mentioned they found you on Google, so search must be working. Attribution turns that into a number you can act on, and the first thing it usually reveals is that a third of the budget is doing nothing.
Tag everything, at the source
Every link we publish carries UTM parameters: source, medium, campaign, and where it helps, content and term. Every ad, every social post, every newsletter, every QR code on a van or a leaflet. The tag is applied when the thing is made, not reverse-engineered afterwards, which is why it survives.
Campaign tags that mean something
A naming convention agreed once and enforced everywhere, so "spring-maintenance" means the same thing in your ad account, your CRM and your dashboard. Most attribution failures are not technical, they are three people naming the same campaign four different ways.
Carry it through to revenue
The tag lands on the contact record, follows them through the pipeline, and is still attached when the deal closes. That is what makes cost per booked job by source possible, rather than cost per click by source, which tells you almost nothing.
Four models, side by side
A buyer touches you six times before they call. Which touch gets the credit changes the answer, so we show all four rather than picking the flattering one: first touch, last touch, linear, and time decay. If your winning channel changes depending on the model, that is worth knowing before you move budget.
The audit, if you are starting cold
Most businesses arrive with twelve months of history and no tagging. The baseline audit goes through what exists, tells you how much of your traffic is genuinely attributed and how much is unknown, which calls were never recorded, and what a booked job costs you today by source. Two weeks, $495, and it comes off the build.
Being straight with you: attribution is only ever as good as the tracking underneath it. Where a touchpoint was never captured, we label the conversion unattributed rather than handing it to whichever channel makes the report look best. Expect a meaningful unattributed share in month one, shrinking over the first two or three months as tagging matures. Anyone promising clean attribution immediately is guessing.
The Dashboard
Month on Month, Quarter on Quarter, in One View
Everything the funnel captures feeds one report, with the origin labelled on every row and every period comparable to the one before it.
What gets connected
Your website analytics, your CRM, your email platform, your social accounts, your blog and your video. Nine or more sources on a typical account, unified into one record per person rather than nine partial ones.
How it is compared
Every metric shown month on month and quarter on quarter, with the variance and the direction. Quarters are highlighted so a seasonal business can see a pattern rather than a wobble.
What is separated out
Acquired contacts are split from bulk imports, because a CSV migration is stock arriving, not marketing working. Reach is marked as an upper bound rather than a head count, because platforms do not de-duplicate people.
Where a source is not connected, the report shows a dash, not a zero. A confident zero for something nobody measured is the most common lie in marketing reporting, and it is the one we refuse to tell.