CRM setup that captures every lead and tells you what to do next.
The right CRM, set up around your real sales process, transforms how you manage leads and customers. We help you pick it, configure it, migrate into it, and get your team actually using it.
- HubSpot, Pipedrive, Zoho, Salesforce — recommended to fit
- Pipeline + email sync + automation foundations
- 30-day adoption tuning so it sticks
A CRM that nobody uses is just expensive shelfware.
Most Calgary teams we meet have a CRM but treat it like a contact list. Here's what we see most.
Leads fall through the cracks
No follow-up because no system reminded anyone to follow up.
No visibility into your real pipeline
Forecasts are gut-feel. Reviews are storytime.
Customer history scattered everywhere
Email threads, sticky notes, three CRMs nobody finished setting up.
Every salesperson does things differently
No shared playbook means inconsistent customer experience.
Reports take hours and never agree
You stop pulling them. Decisions get made on vibes.
Your CRM sits empty because nobody likes it
Bought it. Configured it the wrong way. Quietly abandoned.
Migrating contacts feels too painful to start
And so the spreadsheets keep growing.
You cannot tell which marketing drives revenue
Source attribution is missing or broken end-to-end.
Everything you'd expect,
plus what most agencies skip.
Every project includes the full list. Nothing is “an upgrade” or “out of scope” later.
CRM selection
We recommend the right CRM for your size, budget, and workflow — HubSpot, Pipedrive, Zoho, Salesforce, or another, based on fit not commission.
Pipeline configuration
Custom deal stages mapped to your real sales process — including what advances, what disqualifies, and what triggers next steps.
Contact & data migration
Clean migration from spreadsheets, old CRMs, or shared inboxes — with deduplication and enrichment.
Email & calendar integration
Two-way sync with Microsoft 365 and Google Workspace so emails and meetings log automatically — no manual entry.
Custom fields & layouts
Fields, views, and layouts that capture the data your business actually needs — not the vendor's defaults.
Automation foundations
Lead routing, follow-up reminders, task assignment, and basic workflows so the CRM does the busywork.
Dashboards & reporting
Pipeline reports, conversion rates, activity dashboards, and forecast views — so you can see what is actually happening.
Marketing tool integration
Website forms, ads, email marketing, and event tools connected so leads land with their full source story.
Team training
Role-specific training for managers and reps, recorded for new hires, with a written quick-reference guide.
30-day adoption tuning
We watch the first 30 days, fix friction, simplify what is not getting used, and make sure adoption sticks.
What you walk away with.
A CRM your team actually uses is the obvious deliverable. Here's the full list of what's included.
Get a fixed-price quote- CRM platform recommendation + 1-page comparison
- Pipeline + deal stages configured for your sales process
- Custom fields, layouts, and views for your data
- Contacts + deals migrated, deduplicated, enriched
- Email + calendar two-way sync configured
- Lead routing + follow-up automation foundations
- Dashboards + reports for managers and reps
- Marketing tool integrations (forms, ads, email)
- Role-specific training + recorded session + quick-ref guide
- 30 days of adoption monitoring + tuning
Our process. Step by step.
A short, structured timeline with real check-ins at each step. You always know what's next.
Discovery
We map your current sales process, data sources, integration needs, and what success looks like.
CRM selection
We recommend the right platform and present a 1-page comparison so you choose with full information.
Implementation
Pipeline, custom fields, email integration, contact migration, and automation foundations — built and tested before launch.
Training
Role-specific training for managers and reps, recorded for new hires, with a written quick-reference guide.
Adoption tuning
30 days of usage monitoring and tuning so the CRM becomes a habit, not a chore.
CRM Setup for the businesses we know best.
Calgary-specific patterns, copy, and SEO baked in for these industries.
See all 35 industriesQuestions we hear about
CRM setup.
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CRM Setup across Calgary.
We work with Calgary businesses in every quadrant. Click a community to see how we serve it specifically.
Ready for one team to handle all of it?
Book a 30-minute call with our Calgary team. We'll listen, map your situation, and send a fixed-price plan within 3 business days.
