Purpose-built managed crm for professional services firms across Canada. We understand your specific compliance requirements, workflow, and technology environment.
41%
More revenue for CRM users
$8.71
ROI per $1 invested in CRM
23%
Deals lost due to poor follow-up
2×
Conversion rate with automation
Professional Services face specific managed crm challenges that generic solutions miss.
Relationship Tracking in Spreadsheets
Business development tracked in Excel or sticky notes. No pipeline, no follow-up automation, no visibility.
Inconsistent Follow-Up Loses Warm Leads
Without a CRM, follow-up depends on individual habits. Warm leads go cold because no one triggered a reminder.
No Client Engagement History
When a team member is unavailable, there's no context on the client relationship. Every call starts from zero.
Four components that protect and optimize your professional services firm.
We stand up, configure, and populate your CRM. Go live in 2 weeks, not 6 months.
Leads, follow-ups, and pipeline stages flow automatically. Your team closes — not admins data.
Live pipeline visibility, conversion rates, and revenue forecasting at your fingertips.
We handle user management, integrations, and CRM health. You never touch the backend.
$295/mo
Everything included. No surprises. Cancel anytime.
Start Your 30-Day Trial90-day satisfaction guarantee. Canadian-compliant.
Get your free Professional Services Managed CRM assessment. We'll show you exactly what's at risk and how to fix it.
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