Practical CRM Solutions That Actually Work
Most businesses don't need complicated systems. They need tools that help them stay organized, follow up with clients, and stop losing track of opportunities. That's what we focus on—straightforward CRM setups that fit how your team already works.
Let's Talk About Your Needs
Why Most CRM Projects Fall Apart
Here's something we've noticed after years of working with businesses across Alberta. Companies buy expensive CRM software, sit through endless training sessions, and then... nothing. Three months later, the system sits unused while everyone goes back to spreadsheets.
It's not because the software is bad. It's because nobody took time to understand how your business actually operates. We start there—with your workflow, your team's habits, and what you're genuinely trying to accomplish.
And honestly? Sometimes you don't need every feature a platform offers. You need the right features configured properly, with clear processes your team will actually follow.
Real Integration Work
We connect your CRM with tools you already use—email platforms, accounting software, calendars. No manual data entry between systems.
Training That Sticks
We show your team exactly what they need to do each day. Simple documentation, recorded sessions, and follow-up support when questions come up.
Ongoing Adjustments
After launch, we check in regularly. If something isn't working, we adjust it. Your business changes, and your CRM should adapt with it.
How We Actually Set Up Your CRM
No mystery here. We follow a clear process that gets you up and running without dragging things out for months.
Discovery & Workflow Mapping
We spend time understanding how your team currently manages contacts, tracks leads, and follows up with clients. What works? What causes frustration? Where do opportunities slip through the cracks? This shapes everything that comes next.
Platform Configuration
Based on what we learned, we configure your CRM to match your actual workflow. Custom fields, pipelines, automation rules, and integrations all get set up during this phase. We test everything before showing it to your team.
Team Training & Launch
We train your team in small groups, focusing on daily tasks first. Everyone gets hands-on practice with real scenarios. We document everything and stay available for questions as people start using the system.
Refinement & Support
After a few weeks, we review what's working and what needs tweaking. Maybe a report needs different data. Maybe an automation could save more time. We make adjustments based on actual usage patterns.
Who You'll Work With
Our team has spent years implementing CRM systems for businesses ranging from small consulting firms to mid-sized contractors. We've seen what works and what doesn't—and we bring that experience to every project.
Bjorn Lindqvist
CRM Implementation SpecialistBjorn handles the technical side—platform configuration, data migration, and system integrations. He's worked with construction companies, professional services firms, and retail operations across Western Canada. If there's a technical challenge, he finds a practical solution.
Tomas Barlowe
Process & Training LeadTomas focuses on workflow design and team adoption. He works directly with your staff to understand current processes and create CRM workflows that make sense. His training sessions are hands-on and focused on real scenarios your team faces daily.