Pipeline stages
From first contact to closed deal, with what should happen at each step.
CRM and lead funnel setup in Kitchener-Waterloo-Cambridge
When contacts are spread across email, messages and spreadsheets, it is hard to know who is following up. We set up a CRM and lead funnels that match how your business sells.
CRM setup
We define stages, users, data and activities so you can see the status of every opportunity. Lead funnels connect your ads and forms straight into that process.
From first contact to closed deal, with what should happen at each step.
Who handles each lead and what each user can see or edit.
Scheduled follow-ups so no lead is left without an answer.
Landing pages and forms that send leads directly into the CRM.
Scope
Before you sign up, we identify licences, access and dependencies. Integrations are assessed for compatibility, permissions and cost.
Stages, fields, users and integrations, so follow-up is visible to everyone.
Request a CRM proposalWe work on your own accounts with you, explain what we see and guide the improvements, without a monthly contract.
See consulting and trainingFAQ
Can you work with the CRM we already have?
We review it to decide what we can configure and what is worth keeping.
Can it connect to our forms and ads?
We check compatibility, permissions and costs before including it in the proposal.
Does a CRM guarantee everyone follows up?
It organizes and shows the work. It also needs owners, habits and supervision from your team.
Do you train our team?
Yes. Each user learns how to log information, check tasks and update opportunities.
We will reply with a proposal to organize your follow-up.