B3 → E3: Manage Relationships. Maximize Retention. Deliver Effortless Brand Experiences.

Customer Relationship Management

A Branded Experience Doesn’t Stop After the Sale It Starts There

Your brand isn’t just what people see it’s what they feel when they book you, message you, pay you, and hear back from you.

Exterly.io is our all-in-one CRM and Customer Experience System, built for service-based businesses that want to create branded, seamless, and scalable client journeys.

Inside the Brand → Experience stage of our 3B3E framework, Exterly.io helps you deliver effectiveness and trust at every touchpoint without the tech overwhelm.

Why This Service Matters

They don’t know who they’re really targeting

They’re trying to market without market knowledge

They don’t know how to differentiate themselves

We fix that

Understand your competitors

Discover untapped market gaps

Build customer profiles with clarity

Craft messaging that resonates

Core Features of Exterly.io

Pipeline Management

Visualize every step of your client journey from first contact to loyal customer.

Drag-and-drop deal tracking

Custom stages for your service flow

Real-time progress updates

Brand Tone And Vibe (Modern, Premium, Playful, etc.)

Revenue forecasting

Lead Management

Never let a lead slip through the cracks.

Auto-capture leads from forms, calls, ads, or socials

Assign tags, statuses, and lead sources

Trigger automations based on lead behavior

Set lead score criteria to prioritize hot prospects

Appointment Scheduling

Let clients book you without the back-and-forth.

Branded calendar links

Automated confirmations & reminders

Sync with Google or Outlook

Payment integration (optional)

Contact Management

Your full client database organized and accessible.

Smart contact records with full history

Notes, tasks, and status filters

Custom fields for services, location, or preferences

Import/export from other systems

Membership Management

Create recurring revenue and VIP client experiences.

Build memberships or service packages

Auto-bill monthly/quarterly

Member-only booking or offers

Track active vs inactive memberships

Retargeting Automations

Follow up like a pro without lifting a finger.

Email/SMS flows for leads, clients, and missed sales

Reactivate old clients

Abandoned booking sequences

Trigger retargeted ads (Meta, Google)

Team Task Management

Keep your staff aligned and accountable.

Assign tasks by stage, service, or contact

Track status, priority, and due dates

Internal notes and activity history

Team notifications and productivity tracking

Review & Reputation Management

Turn happy clients into raving fans online.

Auto-send Google Review requests

Monitor reviews across platforms

Set alerts for negative feedback

Respond to reviews from one dashboard

Why This Lives in Brand → Experience

This isn’t just about organization it’s about experience.

How Your Brand Responds

How Your Clients Book

How Your Team Follows Up

How your business makes people feel

Exterly.io turns admin tasks into branded client touchpoints giving every interaction the polish and professionalism of a premium brand.

What You Get

✔ Full CRM system setup (white-labeled to your brand)

✔ Dashboard, pipeline, calendar, and automation configuration

✔ Custom integrations with forms, email, call tracking, and more

✔ Templates for lead nurture, reminders, reactivation, and reviews

Team training and SOPs to manage the system with ease

Ongoing support or management (optional)

Why This Service Matters

Starting a business is exciting. But the backend setup is often overwhelming, time-consuming, and full of legal and technical jargon.

That’s why we created this service so you don’t have to figure it out alone.

Our Business Foundations Package Saves You:

Time

We do the research, filing, and setup so you can focus on your vision

Money

Avoid costly mistakes from misfiled forms or non-compliance

Stress

No more bouncing between government websites and YouTube tutorials

Lost Growth

A poor foundation can slow you down later when trying to scale

Client Testimonials

"Exter isn’t just another agency "

"Exter isn’t just another agency. they’re a full-blown startup branding partner. we launched faster and better than we thought possible." - Shawn James

"Highly recommend "

"They helped us create a brand that looks and feels like we’ve been around for years" - Kylie Matthew

Frequently Ask Question

Is Exterly.io a software I install?

We’ll review it, assess digital availability, and compare it against stronger alternatives you may want to consider.

Can I keep using my current systems?

Yes. We can either integrate them or help you migrate everything to simplify your stack.

How is this different from GoHighLevel?

Exterly.io is built on GHL, but we customize, brand, and support it for you no learning curve or messy dashboards.

Do I need to be tech-savvy?

Not at all. We set it up, train your team, and offer optional ongoing support.

Want To Start Your Business

Every startup begins with a single step. whether you're just starting out or looking to take your business to the next level, our proven strategies and dedicated support can help you achieve your goals. explore more about how our approach has made a difference, and imagine what we can accomplish together. are you ready to transform your passion into a thriving business??