CRM & Business Apps

Transform messy spreadsheets into powerful, automated systems with Salesforce, HubSpot, and custom solutions

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Is Your Data Costing You Money?

  • ✗Customer data scattered across 15+ Excel files and sticky notes
  • ✗Sales team spending hours on manual data entry instead of selling
  • ✗No real-time visibility into your sales pipeline or performance
  • ✗Leads falling through the cracks because there's no follow-up system
  • ✗Monthly reports take 2 days to compile manually

Our CRM Implementation Solution

We transform chaotic data into a single source of truth. Whether you need Salesforce, HubSpot, or a custom CRM solution, we implement systems that save time, increase revenue, and give you complete visibility into your business operations.

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The Migration: Excel to Salesforce Dashboard

How we helped a Quebec retailer reduce data entry time by 80% and transform their sales operations.

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80%
Reduction in data entry time
100%
Data accuracy improvement
5 min
Monthly reporting (was 2 days)

What We Deliver

Salesforce Implementation

Full Salesforce Sales Cloud and Service Cloud setup, customization, and optimization.

  • Custom object & field configuration
  • Apex triggers & Lightning components
  • Real-time dashboards & reports

HubSpot Setup

Marketing Hub, Sales Hub, and Service Hub configuration for end-to-end customer management.

  • Pipeline & deal stage setup
  • Automated workflows & sequences
  • Lead scoring & attribution

Data Migration

Clean, organize, and migrate your existing data from spreadsheets, legacy systems, or other CRMs.

  • Data cleanup & deduplication
  • Field mapping & validation
  • Historical data preservation

Custom Integrations

Connect your CRM with other business tools for seamless data flow across your organization.

  • Email & calendar sync
  • Accounting software integration
  • Custom API development

We're Certified Experts

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Salesforce

Sales Cloud, Service Cloud, Custom Apex Development

Certified Partner
🔶

HubSpot

Marketing Hub, Sales Hub, Service Hub, CMS

Solutions Partner
💼

Custom CRM

Tailored solutions built specifically for your business

Full Stack Experts

Our CRM Implementation Process

1

Discovery & Planning (1-2 weeks)

We map your current processes, identify pain points, and design the perfect CRM structure for your business.

2

Configuration & Customization (2-6 weeks)

Build custom fields, objects, workflows, and dashboards tailored to your exact requirements.

3

Data Migration (1-2 weeks)

Clean, validate, and migrate all your existing data with zero loss and complete accuracy.

4

Training & Launch (1 week)

Train your team, provide documentation, and support you through the first month of usage.

5

Ongoing Optimization

Continuous support, updates, and optimization to ensure your CRM grows with your business.

Ready to Organize Your Data?

Get a free CRM assessment and see how much time you could save

Schedule Your CRM Assessment