Customer Relationship Management Solutions
Automating Business Operations and Streamlining Workflows for Small and Medium Businesses GloballyAbout
Managing Customer Data
As innovators in SaaS automation solutions, our greatest strengths lie in solving the most complex business problems that our clients face. We are your trusted go-to experts in designing, implementing, and creating transformative customer experiences using CRMs such as Salesforce, Infusionsoft, Podio and Hubspot.
We provide APEX coding, custom and off the shelf API connectivity, Salesforce Lighting and Classic customization, Hubspot app development, integration with Pardot, Mailchimp, Eloqua, Microsoft 365 and Google Workspace.
Customized plan
Automation experts
Marketing and Website Integration
MSP Partner Support Program Available
CRM Implementations
Projects
Automated Flows
Managed Contacts
Getting Started with CRM for Business
In 3 easy steps!
CRM Automation QuickStart
$4,999
- 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!
Mailing Address
78 George Street, Suite 204
Ottawa, Ontario K1N 5W1
Hours
M-F: 8:30 am – 5:30 pm
S-S: Closed
Call Us
(613) 854-7833