IT Services & CRM Development in Orange, CA

United AI Marketing: Local Expertise, Global Standards

United AI Marketing is a technology company built on 20+ years of family experience in software development, web solutions, marketing, and business process automation. Our mission is simple: create smart, automated systems that help you scale, accelerate sales, and operate more efficiently. We serve Orange and Orange County with the same quality and rigor we bring to clients across the U.S. and Europe.

We combine engineering discipline with growth marketing, so your infrastructure, CRM, and customer journeys align. Whether you need a secure IT foundation, a custom CRM, or fully automated call and sales operations, we build a solution that fits your business today and grows with you tomorrow.

IT Services in Orange, CA

Get a reliable, security‑first IT environment that keeps your teams productive and your data protected. Our IT services cover strategy, implementation, and ongoing support.

• Managed IT & help desk: 24/7 monitoring, patching, backups, and user support with clear SLAs.
• Cloud & infrastructure: Microsoft 365, Google Workspace, AWS/Azure setup, identity and access management, SSO.
• Cybersecurity: endpoint protection, MFA, zero‑trust policies, vulnerability scans, incident response playbooks.
• Networking & VoIP: secure Wi‑Fi, SD‑WAN, QoS for voice, and VoIP provisioning (Twilio and leading providers).
• Compliance & continuity: CCPA/GDPR guidance, role‑based access, encryption at rest/in transit, disaster recovery.

We prioritize standards and documentation so your stack is maintainable, auditable, and future‑ready.

Custom CRM Development with AI

Our proprietary AI‑enabled CRM centralizes leads, accounts, deals, calls, messages, and tasks—giving your team an accurate, real‑time picture of the pipeline. We customize fields, stages, automations, and reports to match your processes and industry requirements.

• Pipeline & automations: visual pipelines, SLA timers, auto‑assign, round‑robin, and trigger‑based workflows.
• AI voice & chat: smart IVR, AI dialer, voicemail drops, chat bots for web and SMS, and lead qualification.
• Omnichannel inbox: calls, SMS, email, web chat, and social DMs in one place with conversation history.
• Sales enablement: quotes, proposals, e‑sign, products, price books, and revenue forecasting.
• Scheduling: shared calendars, booking links, and no‑show reduction sequences.
• Analytics: conversion tracking, call outcomes, rep performance, cohort reports, and attribution modeling.
• Security: role‑based permissions, audit logs, IP allowlists, SSO, and granular data retention.
• Mobile: iOS and Android apps for on‑the‑go calling, messaging, and deal management.

We integrate the CRM with your existing tools to reduce swivel‑chair work and improve data accuracy.

• Finance & billing: QuickBooks, Xero, Stripe.
• Communications: Twilio, SIP/VoIP, Slack, Microsoft Teams.
• Productivity: Google Workspace, Microsoft 365, Calendars.
• Web & marketing: WordPress, Webflow, Shopify, Google Analytics, Google Ads, Meta, Yelp.
• Automation: Zapier, webhooks, and custom APIs for your ERPs or line‑of‑business apps.

Call Center and Sales Automation

Transform your call center into a revenue engine. We build inbound and outbound systems that reduce average handle time, increase connection rates, and lift conversion.

• Smart routing: IVR, skills‑based routing, priority queues, and after‑hours handling.
• Dialing at scale: power/predictive dialers, call blending, voicemail detection, and automated callbacks.
• Quality & compliance: call recording, whisper/barge, scorecards, TCPA‑aware workflows, and redaction.
• AI assistance: live call guidance, suggested replies, and auto‑summaries synced to the CRM.

Reps focus on conversations; the system handles the rest—from logging activities to scheduling follow‑ups.

Marketing + IT + CRM: One Growth Stack

Because we also deliver SMM, Google Ads, Local Services Ads, SEO, Google Business Profile (GMB), and Yelp optimization, your CRM is built to capture, score, and convert demand from day one. We close the loop between campaigns and revenue so you can invest where it matters.

• Local SEO for Orange and Orange County with location pages, schema, and review workflows.
• Ad automations that route calls and leads to the right queue with calendar‑aware assignment.
• Attribution dashboards that show channel ROI, cost per opportunity, and time to close.

Security, Privacy, and Compliance

Security is baked into architecture and process. We apply least‑privilege access, encryption, and continuous monitoring, with options for data residency and retention controls. For regulated industries, we align with best practices and can support HIPAA‑conscious implementations where applicable.

Implementation Roadmap

Our delivery is designed for speed without sacrificing quality. Typical timelines: discovery in days, MVP in weeks, scale‑up in phases.

• Discover: goals, KPIs, data sources, compliance, integrations.
• Design: process maps, data models, user roles, and automations.
• Build: CRM configuration, IT setup, AI bots, and call flows.
• Integrate: APIs, webhooks, calendars, email, and billing.
• Migrate: dedupe, normalize, validate, and sandbox testing.
• Train: role‑based sessions, playbooks, and video guides.
• Launch: phased rollout, QA, and hypercare support.
• Optimize: A/B tests, dashboards, and quarterly roadmap.

Industries We Serve in Orange

Home services, healthcare and clinics, legal, automotive, real estate, education, financial services, nonprofit, manufacturing, and B2B services. If your workflows are unique, we tailor the CRM and automations to match—no bloated features you don’t need.

KPIs and Business Impact

Our customers typically see:

• 15–35% lift in lead‑to‑appointment conversion.
• 30–60% reduction in manual tasks through automation.
• 10–25% decrease in average handle time (AHT) for call centers.
• Faster cash cycles via integrated quotes, e‑sign, and invoicing.

Dashboards show pipeline health, rep performance, and campaign ROI—so decisions are data‑driven.

Why United AI Marketing

• 20+ years of engineering and marketing experience—one team, end‑to‑end.
• Local‑first service for Orange and Orange County with global scalability.
• Ownership of your data, transparent pricing, and no black‑box tactics.
• Fast time‑to‑value: MVP in weeks, not months.
• Ongoing partnership: 24/7 support options and a clear optimization plan.

Service Areas

We serve businesses in Orange, Anaheim, Santa Ana, Tustin, Garden Grove, Fullerton, Irvine, Costa Mesa, Newport Beach, Westminster, and across Orange County. We also support clients nationwide (Los Angeles, San Diego, San Francisco, Phoenix, Dallas, Chicago, New York, Miami) and in Europe (London, Berlin, Paris).

Frequently Asked Questions

How fast can we go live?
Most Orange deployments launch an MVP in 2–6 weeks, depending on integrations and data migration scope.

Can you integrate with our existing tools?
Yes. We connect to popular CRMs, finance apps, VoIP providers, calendars, and marketing platforms via APIs and webhooks.

Is the CRM customizable?
Fully—fields, stages, roles, automations, and dashboards are tailored to your processes.

What about training and support?
We provide live training, playbooks, and 24/7 help desk options with clear SLAs.

Get Started

Ready to modernize your stack and accelerate growth? Schedule a free strategy session. We’ll map your processes, identify quick wins, and provide a transparent plan for IT services and CRM development in Orange, CA—complete with timelines, pricing, and projected ROI.