Customer Relationship Management SolutionsAutomating Business Operations and Streamlining Workflows for Small and Medium Businesses Globally
Getting Started with CRM for Business
In 3 easy steps!
Step 1 Planning and Design
Meet with our team to map out workflows, layouts and report needs.
Step 2 Build and Test
Our team will set up your system, flows and import records for live testing.
Step 3 Launch and Nurture
Go live and start nurturing customers, managing accounts and tracking deals in real-time automatically.
CRM Automation QuickStart
- Phone, email, and online portal support Monday through Friday, 8:30 am ET to 5:30 pm ET
- 1 Business Day Initial Response Time
- 3 x 1-on-1 Virtual Training
- 2 x Virtual Group Orientation
- Data preparation and load (up to 2,000 records)
- System set up (Salesforce, Hubspot, Pipedrive, Podio) and configuration for one connected CRM platform
- Up to 3 integrations to back end systems or marketing service using Zapier, Integromat or Automate.io
- One (1) Emergency/After-Hours Incident Per Month (+$129 per additional incident)
- Up to 5 Automated Workflows
- Design and documentation
- Templates (Price on demand)
- Custom API / integration to back end systems (Price on demand)
We're Here To Help!
78 George Street, Suite 204
Ottawa, Ontario K1N 5W1
M-F: 8:30 am – 5:30 pm