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Straton CRM
CRM FOR SMALL BUSINESS · BUILT & SUPPORTED BY SB HELP GROUP

Know who needs a response.
Keep the next step in one CRM.

Keep customer records, conversations, appointments, and follow-up together. Bring one real workflow to a Straton walkthrough and see the configuration your team would need.

Built and supported by SB Help Group.

Genesis starts at $49.99/month. Usage charges apply. Custom pricing available for additional users. Confirm your setup and costs in the walkthrough.

“It is not just about having a powerful dialer; it is also about having someone knowledgeable and dependable behind it.”

April Rose · SBC Telemarketing Manager, independent sales team · Read her client review
REAL STRATON PRODUCT CAPTURE
Straton CRM overview dashboard
One workspaceKnow what needs attentionContacts, conversations, tasks, pipeline, and dialing stay connected.

ONE SYSTEM. BOTH SIDES OF THE PHONE.

Your business in a box.
Built to call, answer, and book.

The dialer gets your team into conversations. The AI receptionist handles inbound opportunities. The CRM keeps the contact, appointment, pipeline, and follow-up together.

01 / REACH OUT

Predictive dialing for your sales floor.

Work campaign lists with predictive pacing and available-agent routing. Keep call outcomes, contact history, and follow-up attached to the same customer record.

See the dialing workflow →
02 / MANAGE YOUR NUMBERS

Intelligent DID management.

Monitor phone-number health with connection and blocking signals. Apply volume caps, warming, cooldowns, and automatic pauses to help protect caller-ID reputation.

Designed to reduce number overuse and flag risk—not a guarantee against carrier spam labels.

03 / ANSWER & BOOK

An AI receptionist that can schedule.

Answer inbound calls, collect customer details, check configured availability, and book a confirmed appointment into the CRM calendar. Keep the conversation connected to the lead.

See it for a roofing business →

FOR THE OWNER WHO CANNOT STOP WORKING

You’re on the roof.
Your AI is on the phone.

A homeowner calls about an estimate while you’re on a job. Your configured AI agent can handle the call and book an appointment, so you can stay focused on the work in front of you.

Illustrative workflow. Requires an enabled voice agent, connected phone routing, and configured calendar availability. Voice and messaging usage charges apply.

  1. Answer the inquiryThe AI agent takes the inbound call and asks what the customer needs.
  2. Find a time that worksIt checks available slots, collects the caller’s details, and asks them to confirm.
  3. Book it into your CRMThe appointment and contact are created together, with confirmation and follow-up based on your setup.

The business tools around the call.

CRM & pipelines · Predictive dialing · AI phone agents · Calendars & appointments · SMS & email · Automated follow-up · AI website builder · Reporting · Consent records

We configure the workflow around your business. Ask us to confirm dialing modes, phone routing, AI-agent setup, and usage costs for your team.

Considering GoHighLevel, Five9, or Convoso?
Put Straton on your shortlist.

Compare the work you need to complete—not just a feature count. See how outbound dialing, inbound AI booking, CRM records, and hands-on setup fit together in Straton.

Other platforms offer overlapping capabilities. Compare the exact configuration, implementation, support, and total usage costs for your business.

Show me the complete workflow →

One revenue system.
No duct tape.

Straton replaces the daily tab shuffle with one connected workspace—from the first lead to the recorded outcome.

Workspace 01

Contacts that keep context

Prospects, conversations, stages, and follow-up live on the same record.

Workspace 02

Dialing without the disconnect

Call from the same workspace where your team manages lists, scripts, dispositions, and outcomes.

Workspace 03

Follow-up that stays attached

SMS, inbox activity, tasks, and deal movement remain part of the contact history.

Workspace 04

Reporting you can shape

Monitor calling operations with reports designed around what your team needs to manage.

April Rose, SBC Telemarketing Manager
April RoseSBC Telemarketing Manager · Independent Sales Team
Founding client · real review

Powerful software.
Dependable support.

“The dialer itself is incredibly powerful, and the comprehensive reporting system is one of its strongest features.”
“It is not just about having a powerful dialer; it is also about having someone knowledgeable and dependable behind it.”
“I would gladly recommend Straton and Daniel to any business looking for a powerful calling system.”

April’s experience with Straton and hands-on support for her calling operation.

Your sales motion,
finally in one place.

Bring your current process to a walkthrough. See how Straton connects the call, the contact, the record, and the next move.

STRATON CRM · BY SB HELP GROUP
Request your CRM demo →

Before the walkthrough

No. Straton is one connected workspace for CRM records, dialing, messaging, tasks, pipeline, reporting, and consent capture.
April Rose specifically praised the ability to personalize reports around what her team needs to monitor and manage.
The client story emphasizes responsive, patient support from the initial demo through setup, onboarding, and going live.

Start with the plan that fits your team.

Two plans. Clear monthly pricing. Cancel anytime.

Straton Genesis

$49.99 / month

For solo operators and small teams. One business.

Straton Command

$199.99 / month

For agencies, consultants, and resellers.

  • Everything in Genesis
  • Unlimited client sub-accounts
  • White-label branding and custom domain
  • Up to 50 users per account and 1M contacts
  • Priority support and dedicated onboarding

The 7-day free trial waives the monthly subscription fee. AI tokens, SMS/MMS, phone calls, and AI voice usage are billed from day one. See usage rates and plan details.

See Straton work for your team.

Tell us your team size, current tools, and one step you want to improve. This form requests a conversation; it does not reserve a calendar time.

What happens next
  1. Send your inquiry using the form.
  2. We follow up to discuss your workflow and arrange the conversation.
  3. Review the relevant setup, responsibilities, and costs before deciding.

Prefer to talk? (833) 699-7051
dhanna@sbhelpgroup.com