CRM & lead routing: no more lost inquiries, in Toronto.
Leads arriving by email, by form, by phone, then getting lost for lack of organization. We set up a CRM that centralizes your inquiries, routes them to the right salesperson and tracks the pipeline. For SMBs in Toronto and across the GTA.
Generating leads is pointless if half of them get lost on the way.
Many companies invest to generate leads, then lose them for lack of organization: inquiries scattered between inboxes and spreadsheets, forgotten follow-ups, no view of the pipeline. The acquisition work is wasted by broken follow-through.
Our role: set up or structure a CRM sized to your company, centralize every inquiry, automate routing to the right person and give visibility on the pipeline. Every lead tracked, nothing falls through.
This expertise is part ofFractional Growth & OperationsA CRM that wins you sales.
Centralize, route, track: the complete chain from lead to sale.
CRM selection & setup
We pick the CRM that fits your size and needs, and set it up cleanly. Not a contraption, a tool that gets used.
Lead centralization
Every source (forms, email, phone, ads) flows to the same place, automatically.
Automatic routing
Each lead assigned to the right salesperson or team by your rules, without manual sorting.
Pipeline & stages
A clear pipeline (sales stages) so you know where every opportunity stands.
Follow-ups & reminders
Reminders and follow-ups so no lead is ever left without a next step. The follow-through that gets deals signed.
Sales reporting
Visibility on volume, conversion rate and revenue by source and by salesperson.
Training & adoption
We train your team so the CRM is actually used, not abandoned after two weeks.
From lead chaos to a mastered pipeline.
A pragmatic rollout, centred on real use by your teams.
Audit of current follow-up
We analyze how your leads arrive, where they get lost and how your salespeople work.
Selection & configuration
We pick the right CRM and configure it: sources, routing, pipeline, automations.
Integration & tests
We wire in your lead sources and test the routing and the follow-ups on real cases.
Training & follow-through
We train the team and track adoption, adjusting so the tool actually serves.
The tools we operate every day.
The CRM that fits your size, wired into your lead sources.
- HubSpot
- Pipedrive
- Webhooks & APIs
- Forms & call tracking
- n8n / Make
- Dashboards
Leads tracked and converted.
Orders of magnitude observed after a structured CRM is in place. They vary with your organization.
- 0lost leadseverything is centralized
- +20%conversionthanks to follow-through
- Pipelinevisible in real timeby source and salesperson
- Daysto get starteddepending on scope
A lead that falls through is more expensive than a lead never generated: you paid for nothing. A well-kept CRM is first of all the guarantee that nothing gets lost.
Put numbers on your operations
Free tools to estimate what structured tracking and better processes change, with the numbers to back it up.
Quote-to-close conversion
The revenue you recover by following up your quotes properly.
Use the tool TemplateSales pipeline tracker
Manage your deals from quote to signature: status, follow-ups, weighted forecast and close rate.
Download CalculatorCost of lost leads
How much your poorly followed-up leads cost you, every year.
Use the toolThe questions we hear most about CRM & lead routing.
What's the difference between this expertise and your Fractional Growth & Operations service?
The Fractional Growth & Operations service covers marketing and sales operations as a whole. The CRM & routing expertise is the piece dedicated to managing and tracking leads (centralization, routing, pipeline). It sits inside the service.
Which CRM should we choose?
It depends on your size and needs. HubSpot, Pipedrive and others each have their strengths. We point you to the right tool, favouring ease of use: the best CRM is the one your team actually uses.
We already have a CRM but nobody uses it. Can you help?
Yes, it is a frequent case. We audit the existing setup, simplify and structure it so it becomes useful, and train the team on adoption. Often the problem is not the tool but its configuration and its use.
Does it connect to my campaigns and forms?
Yes. We wire all your lead sources (forms, ads, call tracking, email) into the CRM for automatic centralization, with no re-entry.
How long does the setup take?
For a framed scope, count a few days to two or three weeks depending on the number of sources and the routing complexity. We start simple, then enrich.
Another question?
Talk to an expert