CRM Setup That Actually Works for Your Business
Most businesses treat CRM systems like digital filing cabinets. They dump data in and wonder why nothing improves. We approach it differently. A well-configured CRM becomes the nervous system of your operation—connecting sales, support, and strategy in ways that feel natural rather than forced.
After setting up systems for businesses across British Columbia and beyond, we've learned that success lives in the details. It's not about buying expensive software. It's about configuring tools to match how your team actually works, not how a manual says they should work.
Data Architecture
We build structures that make sense for your business model. Custom fields, pipelines, and workflows designed around real processes—not generic templates that force awkward workarounds.
Integration Strategy
Your CRM shouldn't exist in isolation. We connect it to accounting systems, communication tools, and marketing platforms so information flows naturally between departments.
Reporting Framework
Dashboards and reports configured to surface what matters most to your decision-making. Sales velocity, customer health scores, support response times—whatever drives your specific priorities.
Automation Design
Strategic automation that eliminates tedious tasks without removing the human touch. Lead routing, follow-up sequences, and status updates handled consistently while your team focuses on relationships.
Team Training
Setup is only half the equation. We ensure your team understands not just how to use the system, but why it's configured the way it is—so they can adapt as needs evolve.
Security & Permissions
Proper access controls protect sensitive information while keeping workflow efficient. Role-based permissions configured to balance security with practical day-to-day operations.
Why Configuration Matters More Than Features
Every CRM platform claims to do everything. The reality? Out-of-the-box configurations rarely match real business needs. A manufacturing company tracking project milestones needs different structures than a service firm managing recurring contracts.
We've seen businesses pay for enterprise software and use maybe 20% of its capability—not because they're lazy, but because nobody configured it properly. The right setup transforms how teams communicate, how managers forecast, and how customers experience your service.
Our approach starts with understanding your current workflow. Where do leads come from? How do sales handoffs happen? What information needs to be visible at what stage? Then we configure the system to support those realities, not force you into someone else's idea of "best practices."
How We Approach CRM Implementation
Every business operates differently. Our setup process adapts to your specific situation rather than forcing a standardized approach that ignores your unique requirements.
Discovery & Mapping
We spend time understanding your current processes—both the official procedures and the informal workarounds your team has developed. These insights shape everything that follows.
Platform Selection
If you haven't chosen a CRM yet, we help evaluate options based on your budget, technical requirements, and growth plans. Sometimes the popular choice isn't the right choice.
Configuration & Testing
We build out custom fields, automation rules, and integration connections in a test environment. This lets us refine everything before your team touches it.
Data Migration
Moving existing customer information requires care. We clean, standardize, and import data so you start with a solid foundation rather than garbage-in-garbage-out chaos.
Team Onboarding
Hands-on training sessions walk your team through real scenarios they'll encounter. We document key processes so knowledge doesn't live only in people's heads.
Refinement & Support
The first few weeks reveal what works and what needs adjustment. We stay available to fine-tune configurations as your team settles into new workflows.
