A Texas-Built CRM Helping Small Businesses Grow.
Our platform, built on Integrity, Efficiency, Synergy, Excellence, and Innovation, helps businesses across Texas and nationwide generate more leads, automate follow-ups, and win deals faster - while strengthening customer relationships that last.
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Never Miss a Lead - A built-in CRM and AI-powered employee keep every customer tracked and every opportunity followed up.
Close More Deals Automatically - Smart automations handle emails, texts, and calls so prospects stay engaged until they buy.
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Turn Clicks Into Customers - AI-driven funnels and websites capture leads and convert them into paying clients faster.
Trusted By Texas Businesses
34%
CRM adoption improves sales productivity by up to 34%.
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$8.71
Businesses using CRM see ROI of $8.71 for every $1 spent.
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3M+
Texas is home to 3M+ small businesses - an estimated 56% still running without a CRM.
Whether you're in Texas or across the country, our CRM is designed to help businesses capture more leads, streamline operations, and grow with confidence
More Than Features - Real Business Outcomes
Our platform, built on Integrity, Efficiency, Synergy, Excellence, and Innovation, helps businesses across Texas and nationwide generate more leads, automate follow-ups, and win deals faster - while strengthening customer relationships that last.
Close More Deals, Faster
Automated follow-ups, call/text/email pipelines keep your team running with Efficiency.
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Simplify Operations
Scheduling, billing, and reminders in one seamless platform designed for Excellence.
Win Repeat Business
Customer lifecycle automation and review requests help you create long-term Synergy with clients.
Stay Local, Scale Smart
Built in Texas with a commitment to Integrity - powered by constant Innovation.
Key Business Benefits
Cost Savings
Eliminate the need for separate tools by consolidating into one system.
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Increased Efficiency
Automate daily tasks and streamline customer management.
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Enhanced Lead Generation
Capture and convert more prospects through integrated funnels and marketing tools.
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Better Customer Experience
Engage clients consistently across email, text, chat, and social.
Scalable Growth
A platform that grows with your business needs.
All-in-One Platform to Power Your Growth
Managing your business doesn’t have to be complicated. With our Core Features, you get everything you need to capture leads, close deals, and grow relationships - all in one seamless system.
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Robust CRM
Track every contact, lead, and opportunity in one place.
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Sales & Website Funnel Builder
Create high-converting pages and campaigns without coding.
Marketing & Automation Tools
Automate follow-ups, nurture leads, and boost conversions.
Sales & Website Funnel Builder
Reach customers where they respond fastest.
Smart Web Chat Widget
Capture website visitors and turn conversations into leads.
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Appointment Scheduling
Simplify bookings and reduce no-shows.
Smart Web Chat Widget
Capture website visitors and turn conversations into leads.
Automate More. Work Smarter. Grow Faster.
Cornerstone CRM includes an AI Employee - a suite of smart automation tools that takes on everyday tasks so you can focus on growing your business. From answering calls to generating content, AI keeps your workflows running smoothly.
Voice AI
Answers inbound calls, books appointments, and frees up your team’s time.
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Conversation AI
Manages text conversations across SMS, Facebook, and Instagram.
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Reviews AI
Requests and responds to customer reviews automatically, boosting reputation.
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Content AI
Creates ready-to-use content for emails, social posts, and blogs.
Funnel & Website AI
Builds and optimizes websites and sales funnels for better conversions.
Workflow AI
Automates repetitive tasks and streamlines processes with ease.
Think of an AI Employee as a 24/7 team member - always working, always consistent, and always helping you scale without extra payroll.
Workflows Built for Your Industry
Every industry faces unique challenges - from tracking leads in real estate to managing appointments in healthcare or handling complex cases in law. Cornerstone CRM adapts to your workflow with the same excellence and efficiency that drive businesses nationwide, with roots deep in Texas, giving you the flexibility to customize processes, automate routine tasks, and stay focused on what matters most: serving your clients and growing with confidence
Real Estate (Residential & Commercial)
Cornerstone Texas-built CRM helps agents and brokers capture every lead, automate follow-ups, and close deals faster. Designed for residential and commercial real estate, it strengthens client relationships and shortens sales cycles so you can grow with confidence.
Home Services & Trades
Cornerstone CRM software helps contractors, electricians, plumbers, and HVAC pros capture more calls, track estimates, and book jobs with ease. From scheduling to follow-ups, it keeps your team organized so you can deliver reliable service and win repeat business.
Health & Wellness
Our CRM application makes it simple for chiropractors, med spas, gyms, and other wellness providers to manage appointments, track clients, and automate reminders. With easy scheduling and follow-ups, you can reduce no-shows, grow memberships, and focus more on patient care.
Legal & Financial Advisors
Our CRM solution helps law firms and financial professionals capture inquiries, automate intake, and manage client communications. From scheduling consultations to tracking case or account details, it streamlines workflows so you can focus on clients, not paperwork.
Local Businesses & Community
Whether you run an event venue, tutoring center, or retail shop, our the Cornerstone CRM platform simplifies how you capture leads, manage bookings, and follow up with customers. It’s an easy way to stay organized, grow repeat business, and deliver a better customer experience.
Marketing Agencies
Agencies use our CRM software to manage client pipelines, automate reporting, and streamline campaigns in one place. From lead capture to ongoing communication, it gives you the tools to scale accounts and prove ROI without juggling multiple platforms.
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Works With the Tools You Already Use
Our CRM creates Synergy with your existing workflow - plug in your favorite tools for email, billing, marketing, and scheduling.
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Loved by Businesses Across Texas (and Beyond)
We’re proud to support businesses and individuals who trust us with their needs. Here’s what a few of our clients had to say about their experience working with us:
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Sarah L.
Royse City, TX
Retail Boutique Owner
The process was seamless from start to finish. They really understood my business needs and provided solutions that made a huge difference in how I manage my operations.
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James R.
Royse City, TX
Retail Boutique Owner
Professional, responsive, and effective. I was impressed with how quickly they delivered results. I’d definitely recommend them to other business owners.
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Emily K.
Royse City, TX
Retail Boutique Owner
Working with this team has been a game-changer. Their support helped me streamline my workflow and free up more time to focus on my clients.
Secure. Reliable. Built for Growth.
Data security is part of our commitment to Integrity.
Simple, Transparent Pricing - No Surprises
We believe in keeping things clear and straightforward. Whether you’re just getting started or scaling your team, our plans are designed to give you the tools and support you need without hidden fees or guesswork.
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Proven Results Across Texas Industries
Our platform isn’t just about features — it’s about driving measurable business outcomes. From local service providers to professional firms, Texas businesses are already seeing real growth with our system.
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That’s the power of Integrity, Efficiency, Synergy, Excellence, and Innovation working together.
Frequently Asked Questions
We know switching to a new platform can feel like a big step. That’s why we’ve made Cornerstone CRM simple, transparent, and flexible - so you always stay in control. Here are the answers to some of the most common questions we hear:
