MyCRM Workflow Suite
Transform your baseline ‘Workflows’ into a fully optimised business roadmap.
A plug-and-play solution for LMG's MyCRM users that saves time, reduces inefficiencies, keeps businesses compliant, and puts customer service at the heart of every interaction.
A plug-and-play solution for LMG's MyCRM users that saves time, reduces inefficiencies, keeps businesses compliant, and puts customer service at the heart of every interaction.
All the MyCRM customisations that save you hours on every deal.
Tell me more!
If you’re here, you already understand the power of a clear, repeatable workflow. One that drives consistency, efficiency, and a better client experience.
Dave’s 'The Perfect Workflow' provided the foundation. The challenge was making it work properly inside MyCRM.
That’s why the MyCRM Workflow Suite exists.
It’s a practical, system-built translation, designed specifically for LMG’s MyCRM platform. Not theory. Not concepts. A step-by-step workflow you can actually run inside the CRM.
The result is a logical, scalable process that’s easy for you and your support staff to follow.
Save the Time.
We’ll Build It.
If you’d rather not spend hours configuring MyCRM, we can implement the workflow directly into your system and make sure everything is structured, aligned, and ready to go.
Write your awesome label here.
We guide you every step of the way.
Frequently asked questions
1. Doesn’t MyCRM already have templates?
It does, but they’re minimal and lack meaningful automation. To make them truly effective, you need to build and structure everything from the ground up, which takes considerable time and effort.
We’ve done that work for you. The workflow is fully built and structured to operate inside MyCRM, ready for you to tailor to your business. You can refine it, remove steps, or add your own while keeping the core framework intact.
2. What do I get when I buy MyCRM Workflow suite?
Everything you need to implement a structured, compliant, and fully integrated workflow inside LMG’s MyCRM. You’ll receive all 24 stages of the MyCRM Workflow, fully built and mapped within the CRM, including customisable client email templates and structured task and reminder templates embedded in Activities. This isn’t just a framework. It’s a practical, system-ready workflow you can implement immediately in your business.
BONUS: You get access to all of Dave's gear too which you can compare and use.
BONUS: You get access to all of Dave's gear too which you can compare and use.
3. How long does it take to implement?
It depends on your familiarity with MyCRM and how confident you are using the platform. Currently, the workflow can’t be cloned or transferred directly, so there is some manual setup involved, including copying templates, creating statuses, and aligning your workflows.
Once you understand the structure and get into a rhythm, the process moves along much more quickly.
If you’d prefer support, we also offer a paid implementation service where we build the workflow directly inside your CRM profile for you. Simply get in touch and we can discuss how we can help.
4. Is this a subscription?
No. When you buy the MyCRM Workflow Suite, it is yours. You pay once, and that's it. You will have access to this online portal for as long as you need to fully customise your aggregator CRM.
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