Visibility
See where every lead stands, at a glance.
New → Qualified → Appointment → Signed
Services · CRM and automations
What's a CRM? One place to track every customer.
Contacts, history, reminders, stages: a system that tracks every customer and every project, from the first call to the finished job. We set it up for you and connect your lead sources to it.
What a CRM gives you
Visibility, memory and control.
History
Every customer's calls, emails and notes in one place.
3 calls · 2 emails · 1 note, on the same card
Reminders
Never forget who to call back, or when.
Call Mr. Tremblay back · today, 2 pm
Control
Measure what's moving, what's stuck and what's getting lost.
Example: 42 leads this month, 9 signed
Customers, projects, or both
A CRM isn't just for selling. It also runs your job sites.
We set it up for your needs: tracking your customers, managing your projects, or both connected in a single system.
The customer CRM
To sell more: every lead is tracked from the first call to the signature.
- Sales pipeline and quotes
- Automatic follow-ups
- Close rate and sales numbers
The project CRM
To deliver better: every job is tracked from scheduling to the invoice.
- Schedule and crews for each job
- Photos, notes and documents in one place
- Progress and invoicing tracking
Customers and projects, connected
The signed contract creates the project on its own. From the first call to the last invoice, nothing gets retyped.
- One place, from sale to delivery
- The job starts with all the customer's information
- The full picture: what's sold and what's delivered
What a CRM can automate
Try it: move a lead forward.
Each step triggers its automations on its own. Click, and watch.
The pipeline
Your customer funnel.
Leads come in at the top. Signed contracts come out at the bottom. At every level, the CRM counts how many are left: you see right away where to act.
Example for 100 leads received in the month.
Incoming leads · 100 Signed contracts
Qualification80
Appointment50
Where it gets stuck30 qualified leads are still waiting for an appointment.
Quote40
Follow-up25
Where it gets lost15 quotes were never followed up.
Signed12
Where it gets signed12 contracts: what works, we do again.
Setup
The CRM that suits you, installed and connected.
One-time setup fee, before taxes. The platform licence is extra, paid directly to the provider.
GoHighLevel
From 1 899 $
All-in-one: CRM, texts, emails and appointment booking.
Pipedrive
From 2 499 $
The clearest sales pipeline to track your quotes.
Monday.com
From 2 899 $
To also track your job sites and crews in the same place.
Already using another CRM (HubSpot, Jobber, Salesforce…)? We keep it and assess it with you: the price is confirmed during the consultation.
Without follow-through, a CRM stays empty.
A CRM becomes powerful when someone keeps it alive every day. Our customer management team can do that for you.
Frequently asked questions
I already have a CRM. Do I have to switch?
Not necessarily. We're a Pipedrive partner, but we work with the CRM you already have if you want to keep it. What matters is that your leads land in it automatically and get followed up.
How long before I see a difference?
Call reception changes things in the first week: no more missed calls. The CRM and follow-ups take two to three weeks to set up, and results show over the following months.