CRM Consulting
Salesforce & HubSpot Consulting.
Or a Custom CRM — Whatever Actually Fits.
Salesforce and HubSpot CRM consulting for growing businesses across Canada and the US. We start with your sales process and budget — then recommend the lightest solution that actually fits. No platform bias, no overselling.
Why Most CRM Projects Fail
Wrong platform for the business
Salesforce gets sold to businesses that don't need it. The cost and complexity creates resistance — and within a year, nobody's using it.
Built for the demo, not the team
Generic implementations look good in a presentation but don't reflect how your team actually works. Adoption fails when the CRM fights the process.
Disconnected from everything else
A CRM that doesn't talk to your quoting, contract, or finance tools creates more manual work — not less. Data falls out of sync the moment it matters.
Three Ways We Work With You
We assess your situation first and recommend the right path — not the most expensive one.
Full Salesforce Implementation or Rescue
New implementations built around your sales process. Or we step into an existing org that's become bloated or unused and rebuild it properly.
HubSpot & Zoho Setup
Clean, focused implementations for teams that need pipeline visibility and marketing alignment without Salesforce complexity. We also work with Zoho CRM where it fits.
Lightweight Custom CRM Build
When your process is straightforward or Salesforce licensing costs more than it delivers — we build a custom CRM tailored exactly to your workflow. No unused features, no per-seat fees.
We Connect Your Entire Sales Stack
Your CRM doesn't work in isolation. We integrate it with the tools your sales team already uses so data flows automatically and nothing falls through.
DocuSign
Contract signing triggered from CRM deals
LinkedIn Sales Navigator
Prospect data synced directly to Salesforce
Outreach
Sequences and engagement data in your CRM
ZoomInfo
Contact and company enrichment at scale
QuickBooks / Xero
Closed deals synced to invoicing automatically
Slack / Teams
CRM alerts and deal updates where your team works
How We Work Differently
Lightweight by default
We scope the smallest solution that solves the problem — not the most feature-rich one. Complexity is the enemy of adoption.
No overselling
If Salesforce isn't the right fit for your business, we'll tell you. We have no quota, no vendor incentive, and no interest in selling you a platform you won't use.
Small teams, personal engagement
You have a dedicated point of contact who understands your business and keeps things moving. No unnecessary layers, no getting passed around.
You own everything
Every configuration, every custom component, every piece of documentation. We hand over fully — no lock-in to us or to a platform.
CRM Consulting for SMBs Across Canada and the US
We work best with SMBs between 15–150 employees who are serious about getting their sales operation working properly.
- ✓ Teams implementing Salesforce or HubSpot for the first time and want it done right
- ✓ Businesses with an existing CRM that nobody trusts or uses consistently
- ✓ Companies paying for Salesforce but using 20% of its capability
- ✓ Founders who want a lightweight CRM without the cost and complexity of enterprise platforms
- ✓ Sales teams whose tools — CRM, quoting, contracts, prospecting — don't talk to each other
Frequently Asked Questions
Do we need Salesforce, or will a simpler CRM work?
Honestly — not always. Salesforce is powerful but expensive and complex. We assess your sales process first and recommend the right fit, which might be HubSpot, Zoho CRM, a lightweight custom CRM, or Salesforce. We have no incentive to oversell.
Can you fix a Salesforce setup that isn't working?
Yes — this is a significant part of what we do. We regularly step into existing Salesforce orgs that have become bloated, unmaintained, or unused, and rebuild them around how the business actually operates today.
What is a custom CRM and when does it make sense?
A custom CRM is a lightweight system built specifically for your business — no licensing fees, no unused features. It makes sense when your process is simple enough that Salesforce or HubSpot would be overkill, or when your workflow is unique enough that off-the-shelf tools fight against it.
What Salesforce certifications do you hold?
Our team holds Salesforce Administrator, Advanced Administrator, and Developer certifications, plus DocuSign and Lean Data certifications. We work across Sales Cloud, Marketing Cloud, CPQ, Flow Automation, CRM Analytics, and custom Apex and Lightning development.
How long does a CRM implementation take?
A focused Salesforce or HubSpot implementation for an SMB typically takes 4–8 weeks. A custom CRM build runs 6–10 weeks depending on complexity. We scope everything clearly upfront — no surprises.
Who will I be working with?
You will have a dedicated point of contact who translates your requirements and keeps the engagement on track. Our teams are small by design — no unnecessary layers, no getting passed around.
Not sure which CRM is right for you?
That's exactly what the discovery call is for. 30 minutes, no pitch — just an honest assessment of what fits your business.
Book a Discovery Call