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CRM & Automation

Your pipeline. Under control.

Enterprise-grade CRM designed for small businesses — without the complexity, cost, or learning curve.

Pipeline Management

See every deal at a glance. Drag, drop, and track progress through your entire sales funnel.

Lead Automation

Automated follow-ups triggered by behaviour — so you respond while interest is at its peak.

Client History

Full interaction timeline for every contact — emails, calls, notes, and deals in one place.

Revenue Reporting

Real-time dashboards that show you pipeline value, conversion rates, and monthly trends.

Workflow Automation

Automate repetitive tasks — reminders, status updates, email sequences, and more.

Integrations

Connects with your existing tools: Google, Mailchimp, Stripe, Calendly, and 30+ more.

10+

Hours saved per week on average

+50%

Increase in lead response rate

Faster deal close time

What's included

CRM setup and data migration
Custom pipeline stages
Automated email sequences
Lead scoring configuration
Integration with your tools
Team training session
Custom reporting dashboard
Ongoing support

CRM & automation — common questions

Which CRM is best for a small Vancouver business?
It depends on your workflow. All-in-one platforms like GoHighLevel suit service businesses that want CRM, funnels, and SMS in one flat-rate tool; HubSpot fits teams that need deeper analytics and integrations. We recommend based on your actual sales process, not a vendor kickback.
How long does a CRM setup take?
A typical small-business CRM and automation setup takes 2–4 weeks — covering pipeline design, lead-capture forms, follow-up automations, and team training — depending on how many workflows you need.
Do I really need a CRM if I'm a small business?
If leads or follow-ups ever slip through the cracks, yes. Even a lean CRM with automated follow-up captures more of the demand you already generate, which is usually cheaper than buying more leads.
Selective by fit

Ready to build?

We take clients we can make measurably better.