Serving New Brunswick Businesses
Customer Relationship Management

Organize & Grow Your Customer Relationships

Powerful CRM solutions to help you manage leads, track sales, and build stronger customer relationships. Increase sales by 40% with organized customer data and automated workflows.

Complete CRM Features

Everything you need to manage customer relationships and grow your business.

Contact Management
Centralized database to store and organize all your customer information.
  • Complete customer profiles
  • Contact history tracking
  • Custom fields and tags
  • Duplicate detection
  • Import/export capabilities
  • Advanced search and filtering
Lead Management
Track and nurture leads through your entire sales pipeline.
  • Lead scoring and qualification
  • Pipeline management
  • Automated lead assignment
  • Lead source tracking
  • Conversion analytics
  • Follow-up reminders
Sales Analytics
Comprehensive reporting and analytics to track your sales performance.
  • Sales performance dashboards
  • Revenue forecasting
  • Team performance metrics
  • Custom report builder
  • Goal tracking
  • ROI analysis
Email Marketing
Integrated email marketing tools to nurture leads and customers.
  • Email campaign builder
  • Automated drip campaigns
  • Email templates
  • A/B testing
  • Open and click tracking
  • Segmentation tools
Task & Calendar Management
Stay organized with integrated task management and calendar features.
  • Task assignment and tracking
  • Calendar integration
  • Appointment scheduling
  • Reminder notifications
  • Team collaboration
  • Activity logging
Communication Tools
Integrated communication tools to stay connected with your customers.
  • Built-in calling features
  • SMS messaging
  • Email integration
  • Communication history
  • Call logging
  • VoIP integration

Benefits of CRM Implementation

See how a CRM system can transform your business operations and customer relationships.

Increase Sales

Improve conversion rates and close more deals with better lead management.

Save Time

Automate repetitive tasks and streamline your sales processes.

Better Customer Service

Provide personalized service with complete customer history at your fingertips.

Data-Driven Decisions

Make informed decisions with comprehensive analytics and reporting.

CRM Platforms We Work With

We help you choose and implement the right CRM platform for your business needs.

HubSpot CRM
Free and powerful CRM with marketing automation
Small to medium businesses
  • Free tier available
  • Marketing automation
  • Sales pipeline
  • Email tracking
Salesforce
Enterprise-level CRM with extensive customization
Large enterprises
  • Highly customizable
  • Advanced automation
  • Third-party integrations
  • Mobile app
Pipedrive
Sales-focused CRM with intuitive pipeline management
Sales-focused teams
  • Visual sales pipeline
  • Activity reminders
  • Email integration
  • Mobile CRM
Zoho CRM
Comprehensive CRM suite with business applications
Growing businesses
  • Multi-channel communication
  • Workflow automation
  • Analytics
  • Integration suite

Our CRM Implementation Process

A proven 5-step process to ensure successful CRM implementation and adoption.

1

Discovery & Planning

We analyze your current processes and define CRM requirements.

2

Platform Selection

Choose the best CRM platform based on your needs and budget.

3

Setup & Configuration

Configure the CRM with your custom fields, workflows, and integrations.

4

Data Migration

Safely migrate your existing customer data to the new system.

5

Training & Launch

Train your team and launch the CRM with ongoing support.

Success Stories

Real results from businesses that implemented our CRM solutions.

"The CRM implementation transformed our sales process. We've seen a 40% increase in lead conversion and our team is more organized than ever."

Lisa Thompson

Atlantic Insurance Group

"Having all our client information in one place has been a game-changer. We can provide much better service and track our sales performance effectively."

Mark Rodriguez

Maritime Real Estate

CRM Implementation Pricing

Transparent pricing for CRM setup and ongoing management services.

CRM Implementation Package
Complete CRM setup and ongoing management
$999 setup + $299/month

Includes platform setup, training, and ongoing support

Get Started
  • CRM platform setup & configuration
  • Data migration & cleanup
  • Custom workflows & automation
  • Team training & onboarding
  • Integration with existing tools
  • Ongoing support & optimization
  • Monthly performance reports
  • Regular system updates

Ready to Organize Your Customer Data?

Get a free CRM consultation and discover how we can help you increase sales and improve customer relationships.