Ascend CRM

Every lead, follow-up and conversation in one place.

Ascend is the all-in-one client platform that powers every Social Refresh engagement. It keeps new leads, automated follow-up and performance data visible from one dashboard, on desktop or mobile.

01.

Features

Built to turn inquiries into customers

Speed and consistency win deals. Ascend makes sure no lead waits and no follow-up gets forgotten.

Smart lead pipelines

See every lead's status at a glance, from new inquiry to qualified, booked and won.

Automated follow-up

Instant text and email sequences reach new leads while they're still interested.

Routing & notifications

Leads are assigned to the right person and your team is alerted the moment one arrives.

Performance tracking

Connect campaign data to appointments and sales, so you know what's actually working.

Communication hub

Texts, emails and conversation history for every contact, all in one place.

Mobile app access

Manage leads and reply to customers from anywhere with the mobile app.

02.

How it fits

Included with every AI Marketing engagement.

Leads from your Google and Meta campaigns and landing pages flow straight into Ascend. We build your pipeline stages, routing, notifications and follow-up automations, then send a test lead through every route before launch.

A typical sales pipeline

New lead

Captured from ads, forms or calls, and routed instantly.

Qualified

Automated follow-up starts and your team is notified.

Appointment set

Booked, reminded and tracked through to the visit.

Won

Closed deals tie back to the campaign that produced them.

03.

FAQ

Questions, answered

Still have a question? Ask us directly on a free strategy call.

Is Ascend included with your marketing services?

Yes. Ascend CRM setup, including pipelines, routing, notifications and follow-up automations, is part of every AI-Driven Marketing engagement. Ask us on your call about Ascend for other engagements.

Who sets it up?

We do. Our web and CRM team builds your pipeline, lead routing and automations, then submits a test lead through every route to make sure the right person is notified.

Is there a mobile app?

Yes. Your team can manage leads, respond to customers and check pipeline status from the mobile app.

How do I log in?

Current clients can sign in at app.socialrefresh.app. If you need access for a team member, contact your account lead.

Let's talk growth

See Ascend in action.

Book a strategy call and we’ll show you how Ascend and your campaigns work together, from first click to closed deal.