Service & Phase: Grow
Grow Phase Chapter 5: Tech Stack & CRM
Deliverable: HighTide CRM Growth Engine
Generating leads is only the beginning. Sustainable growth happens when your business has the systems to capture those leads, respond quickly, nurture relationships, manage opportunities, and turn more prospects into loyal customers.
HighTide is Big Red Jelly’s all-in-one CRM and marketing automation platform built to help small businesses simplify their sales and marketing processes. Capture leads, automate follow-up, manage conversations, schedule appointments, request reviews, and track your opportunities from one connected platform.
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Build More Than a Website. Build a Growth Engine.
Your website should not simply look professional. It should actively help your business grow.
With HighTide, your business can create a consistent customer journey from the first website visit through the final sale and beyond.
HighTide Helps You:
- Capture and organize leads
- Respond to new inquiries faster
- Automate email and SMS follow-up
- Manage leads through a visual sales pipeline
- Schedule appointments and consultations
- Centralize customer conversations
- Collect payments
- Request and manage customer reviews
- Improve customer onboarding
- Build referral and retention campaigns
- Track which marketing efforts generate leads
- Reduce the number of disconnected tools your team uses
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Key Outcomes From Using HighTide CRM
HighTide is designed to create measurable improvements throughout your marketing, sales, and customer experience.
Respond to Leads Faster
Speed matters when a prospective customer reaches out. HighTide can immediately confirm an inquiry, alert your team, assign follow-up tasks, and begin an automated email or text sequence.
This allows your business to respond while interest is high, even when your team is busy, unavailable, or outside normal business hours.
Create Consistent Communication
HighTide helps ensure every lead and customer receives timely, professional communication. Automated workflows can send confirmations, reminders, educational content, follow-ups, and next steps based on each person’s actions.
Your customer experience no longer depends entirely on someone remembering to send an email.
Nurture More Leads
Not every prospect is ready to buy immediately. HighTide allows you to stay connected with leads through strategic email and SMS nurture campaigns.
By sharing helpful information, answering common questions, and consistently reminding prospects of your value, your business can convert opportunities that may otherwise have been lost.
Improve Customer Onboarding
A strong customer experience should begin immediately after the sale.
HighTide can automate welcome messages, intake forms, payment reminders, appointment details, internal notifications, onboarding instructions, and other important next steps.
Your customers receive a professional and organized experience while your team spends less time coordinating repetitive tasks.
Generate More Customer Reviews
Positive reviews help build trust and strengthen your online reputation. HighTide can automatically request reviews from satisfied customers at the right point in their journey.
This creates a repeatable review-generation process rather than relying on your team to remember to ask.
Increase Customer Retention and Referrals
Growth does not end when a sale is completed.
HighTide can help you continue communicating with past customers through follow-up campaigns, service reminders, special offers, re-engagement messages, referral requests, and educational content.
These touchpoints help your business stay top of mind and create more repeat business and referrals.
Why Is a CRM Growth Engine Important?
HighTide allows your business to:
- Scale Without Adding Unnecessary Overhead: Automate repetitive communication and administrative tasks so your team can manage more leads and customers without manually completing every step.
- Improve Speed-to-Lead: Send immediate responses, internal notifications, and follow-up messages as soon as someone submits a form, requests a quote, or schedules an appointment.
- Reduce Human Error: Create repeatable workflows that make sure important messages, reminders, and tasks are not forgotten.
- Create a Better Customer Experience: Give prospects and customers timely information, simple scheduling options, clear next steps, and consistent communication throughout their journey.
- Make Your Sales Process More Consistent: Build a defined process for qualifying, contacting, nurturing, and converting leads instead of allowing every team member to use a different approach.
- Understand Your Marketing Results: Organize incoming leads and track their sources so your business can better understand which marketing channels and campaigns are producing opportunities.
- Consolidate Your Technology: Replace multiple disconnected platforms with one centralized system for lead management, communication, scheduling, automation, and reputation management.
- Build an Owned Audience: Every lead captured becomes an owned business asset. HighTide helps you organize and nurture those relationships instead of depending exclusively on social media platforms, search engines, or paid advertising to reconnect with potential customers
Explore HighTide
HighTide Is Part of Our Proven Process
Service & Phase: Grow
Grow Phase Chapter 5: Tech Stack & CRM
Deliverable: HighTide CRM Growth Engine
HighTide connects the systems responsible for attracting, capturing, nurturing, and converting your customers.
As part of Big Red Jelly’s Brand, Build, Grow process, our team helps you identify where leads are being lost, determine which customer interactions can be improved, and build a CRM strategy around your actual business processes.
We do not simply give you access to software. We help you turn that software into a customized Growth Engine.
01 | HighTide Purpose
The primary purpose of HighTide is to transform disconnected marketing and sales activities into one cohesive growth system.
HighTide helps your business move from reactive, manual follow-up to proactive and consistent customer communication. It creates a central location for managing leads, conversations, appointments, opportunities, reviews, and customer relationships.
Key Outcomes:
- Faster lead response
- Consistent customer communication
- More organized sales processes
- Improved lead nurturing
- More booked appointments
- Better customer onboarding
- Increased online reviews
- Stronger customer retention
- More referral opportunities
- Greater visibility into marketing performance
- Fewer disconnected tools
- More leads converted into customers
02 | HighTide Strategy and Setup Process
Our team begins by learning how your business currently attracts leads, manages inquiries, communicates with prospects, closes sales, and serves customers.
We identify bottlenecks, missed opportunities, repetitive tasks, and areas where automation can improve the customer experience.
We then design a HighTide strategy based on your goals, team, services, sales process, and customer journey.
Tools and Tactics May Include:
- CRM account setup and configuration
- Contact database setup
- Website form integration
- Quizzes and surveys
- Lead source tracking
- Custom sales pipelines
- Opportunity stages
- Email and SMS templates
- Automated lead follow-up
- Lead nurture sequences
- Appointment calendars
- Confirmation and reminder workflows
- Internal notifications
- Automated task creation
- Customer onboarding sequences
- Review request campaigns
- Referral campaigns
- Re-engagement campaigns
- Payment collection
- Reporting and performance tracking
- Team training and platform support
03 | HighTide Application
Once your strategy is approved, our team configures your account, connects your website capture points, builds your workflows, and tests the customer journey.
We make sure forms, calendars, notifications, pipelines, emails, text messages, and automations work together as one connected system.
Your team also receives some guidance and training so they understand how to use HighTide effectively and maintain consistent processes.
As your business grows, HighTide can continue evolving with new workflows, campaigns, pipelines, and customer experiences.
HighTide Is a Powerful Investment for Your Business
Centralize your contacts, conversations, pipelines, calendars, forms, workflows, and marketing activity. Big Red Jelly helps you understand what to build, how to implement it, and how to use it effectively.
CRM Setup
The first step is to properly setup and optimize your website, CRM and email marketing tools so we can launch effective email marketing automations and generate more leads for your business.
Email Automation Design
Our design and copywriting team develop captivating emails that drive more conversions for your business. Promoting customers to return, place more orders and share your brand.
Conversion Tracking
We use your Growth Dashboard and CRM analytics to track conversions, list growth and optimize your email marketing automations to continually improve.
83.63
%
Email marketing automations with a welcome email have an average initial open rate of 83.83%, significantly higher than regular email campaigns.
50
%
Abandoned cart follow-up emails can achieve a 40% open rate and can convert 50% of users who click through, directly impacting nearly lost sales.
2
X
Companies utilizing email marketing automations grow revenue 2x faster than those who aren’t.
What Our Clients Say About Our CRM Experts
Explore Our Email Marketing Success Stories & Case Studies
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Tuesday Made
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More Branding Services
Explore more of our award-winning branding services, ready to help your business elevate your brand image and accomplish your long-term business goals.
- Brand Positioning
- Brand Purpose: The “WHY”
- Brand Archetype
- Brand Personality & Attributes
- Brand Type & Hierarchy
- Personal Brand Blueprint for Key Executives
- Unique Value Propositions
- Tagline
- Brand Voice
- The “Elevator Pitch”
- Brand Story
- Brand Campaign Slogans
- Custom Logo
- Logo Suite
- Color Palette
- Typography
- Branded Textures & Patterns
- Icon Suite (20X)
- Logo Intro Animation
- Visual Brand Language System
- Online Tool Map: Brand Section
- Alternative Domain Research
- Social Media Handle Research
- Brand Campaign Domain Research
- Strategic Introductions (trademark, copyright, etc.)
09 | Execution & Assets
- Pass Approval
- Organization & Delivery
- Brand Rollout Asset
- Brand Assets (20X)
- Brand Asset Management System (BAM)
- Brand Activation Toolkit
- The Brand Guide
- Brand Foundations
- Messaging Guidelines
- Visual Identity Guidelines
- Brand Application & Activation
More Content Services
Explore more of our award-winning content services, ready to help your business elevate your brand image and accomplish your long-term business goals.
01 | Content Discovery
- Content Discovery Session
- Content Blueprint & Roadmap
- Dedicated Content Strategist
- “Content Discovery Tour & Interviews”
02 | Content Research
- Content Audit
- Content Research
- Content Gap Analysis
- Trend Analysis & Content Opportunities
- Content Creative Brief
- Content Creation & Curation Checklist
- Content Optimization Checklist
04 | Creation & Editing
- Level Specific Content
- Content Creation & Editing (Custom)
05 | Implementation
- Content File Library
- Content Implementation & Styling
- Content Promotion & Distribution Plan (Multi-Channel)
- Content Governance Framework
More Build Services
Explore more of our award-winning website services, ready to help your business elevate your brand image and accomplish your long-term business goals.
- Build Discovery Session
- Dedicated Build Strategist
- Build Blueprint & Roadmap
- BRJ Co-Founder Collaboration
- “Build Discovery Tour”
- Octopus Sitemap Strategy
- Sitemap Implementation
- User Flow Map
- Future Sitemap Expansion Plan
05 | Page Layout
- Page Layout Strategy
- Page Layout Implementation
- Mobile Customization
06 | Online Tools
- Hosting + Security, Accessibility, & Speed
- Online Tool Map: Build Section
- Setup, Integration & Testing
- Tech Stack Training Materials
07 | Content Implementation
- Website Content Strategy
- Website Content Styling & Editing
- Content Creation & Curation
- Website Lead Magnets
- Dedicated Content Strategist
- Website Content Repurposing & Workflow Strategy
- Website Brand Implementation
- UX/UI Fundamentals
- Mobile, Tablet & Desktop Design Optimization
- Design System & Component Library
09 | Automation & Optimization
- Automation Checklist
- Optimization Checklist
10 | Launch
- Pass Approval
- Test Phase
- Pre-Launch Checklist
- Website Launch Execution
- Post-Launch Checklist
More Strategy Services
Explore more of our award-winning strategy services, ready to help your business elevate your brand image and accomplish your long-term business goals.
01 | Review & Training
- Growth Strategy Workshop
- Foundation Walkthrough
- Login & Access Review
02 | Post-Live Online Tools
- Hosting Review
- Security, Accessibility, Speed Review
- Growth Tool Checklist
04 | Intro to Grow
- Grow Membership Sign Up
- Momentum Checklist
- Big Red Jelly Academy
- Client Happiness Enrollment
05 | Rollout
- Internal Rollout
- External Rollout
- Template Library
- Execution Support
More Grow Services
Explore more of our award-winning grow services, ready to help your business elevate your brand image and accomplish your long-term business goals.
- Grow Discovery Session
- Dedicated Growth Strategist
- Dedicated Sales Strategist
- Dedicated Brand Strategist for Growth
- Grow Blueprint & Roadmap
- BRJ Co-Founder Grow Collaboration
- “Grow Discovery Tour”
02 | Grow Research
- Growth Audit
- Growth Research
- Growth Analytics Review & Research
03 | Strategy & Setup
- Account Access
- Growth Dashboard
- Weekly Progress Updates
- Monthly Reports
- Growth Review Sessions
- Quarterly Strategy Sessions
04 | Security, Accessibility, and Speed
- Website Security Checklist
- Website Accessibility Checklist
- Website Speed & Performance Checklist
- CMS Setup Checklist
- CRM Setup Checklist
- Grow Tools & Tech Stack Setup Checklist
- Blogs, Website Content, Pages
- Graphic Design & Social Posts
- Thought Leadership
- Video & Photo Production
- Keyword Research
- On-Site SEO
- Meta Titles & Descriptions
- Technical SEO Fixes
- Broken Link Fixes & Website Scan
- Header Optimization
- Site Speed Optimization
- Generative Engine Optimization
- Site Architecture Optimization
- International SEO Optimization
- Voice Search Optimization
- GBP Optimization
- Online Listing Setup & Management
- Link Building
- CRO
- Lead Magnets & Sales Collateral
- CRM Setup & Support
- Lead Generation & Nurturing
- AI Sales & Marketing Agents
- Referral Engagement Program
- Global Sales Enablement Strategy
- Brand Management, Activation & Refresh
- Review Management
- Brand Campaigns
- Leadership Personal Branding in Grow
- Customer Experience Management
Meet our CRM Specialists
CRM software alone does not create growth.
Growth happens when the right strategy, technology, content, and processes work together.
Big Red Jelly combines HighTide with our proven Brand, Build, Grow methodology to help ensure your CRM reflects your brand, connects with your website, supports your marketing strategy, and improves the customer experience.
Meet the Team
Why Choose Big Red Jelly for HighTide CRM?
HighTide is backed by a team that understands much more than software.
Big Red Jelly brings branding, website development, marketing, sales strategy, customer experience, and automation together. This allows us to create a CRM system that fits into your broader business growth strategy.
We help you avoid common CRM problems such as overcomplicated workflows, unnecessary features, poor adoption, disconnected systems, and automations that do not match the real customer journey.
Our goal is to make HighTide useful, understandable, and actionable for your team.
Because the best CRM is the one that gets used.
Let's Talk
Learn How to Reach Your Customers
How to Avoid the Trap of Waiting Until It’s “Ready”
Waiting for the perfect website can keep your business from learning what actually works. Here is how to separate what you need to launch from what can wait.
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Frequently Asked Questions About HighTide CRM
What is HighTide?
HighTide is Big Red Jelly’s all-in-one CRM and marketing automation platform. It helps businesses capture leads, manage customer communication, automate follow-up, schedule appointments, organize sales opportunities, request reviews, and improve customer retention.
Is HighTide only a CRM?
No. HighTide includes CRM functionality, but it is designed to operate as a complete Growth Engine.
It connects lead capture, communication, automation, pipeline management, scheduling, reputation management, payments, onboarding, and retention within one platform.
Who is HighTide designed for?
HighTide is ideal for growing businesses that want to improve lead management, automate repetitive communication, create a more consistent sales process, and consolidate disconnected tools.
Can HighTide connect with my website?
Yes. HighTide can connect with website forms, surveys, quizzes, calendars, chat tools, landing pages, and other lead-capture assets.
When someone completes an action on your website, their information can be sent directly into HighTide and trigger the appropriate follow-up process.
Can HighTide send emails and text messages?
Yes. HighTide can send individual and automated email and SMS messages. These messages can be triggered by actions such as submitting a form, booking an appointment, entering a pipeline stage, becoming a customer, or reaching an important date.
Messaging capabilities, registration requirements, usage charges, and availability may vary depending on your account and communication setup.
Can HighTide help us respond to leads faster?
Yes. HighTide can send immediate confirmations, notify team members, assign tasks, initiate automated follow-up, and organize the lead within your sales pipeline.
Does HighTide include appointment scheduling?
Yes. HighTide can provide online calendars that allow prospects and customers to schedule appointments based on your availability.
You can also automate confirmations, reminders, rescheduling instructions, and follow-up messages.
Can HighTide help us collect more reviews?
Yes. HighTide can automate review requests after a purchase, completed service, appointment, or other customer milestone.
This helps your team create a consistent reputation-management process.
Can HighTide replace the other tools we use?
HighTide may be able to replace or consolidate several tools related to lead management, email marketing, SMS communication, scheduling, forms, pipelines, reputation management, and automation.
Our team will review your existing technology and recommend which tools should be retained, integrated, or replaced.
How do we get started?
The first step is a conversation with Big Red Jelly. We will review how you currently capture and manage leads, identify areas where opportunities may be getting lost, and recommend the right HighTide setup for your business.
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