CRM services
CRM Services
CRM setup, consulting and implementation for Canadian businesses on CS+, HubSpot, Salesforce, Zoho and Pipedrive, with guides for law firms, clinics, schools, trades and more.
A CRM should make it obvious who needs a call today, which deals are stuck and which marketing brings in revenue. We choose the platform that fits, build it around how you actually sell, connect your website, phone and ads, and train your team until the data can be trusted.
Get your CRM plan
Tell us how you sell today and which tools you use. A CRM consultant replies with next steps within one business day.
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What a well-built CRM changes
Faster response
New enquiries are routed and answered while the prospect is still deciding.
Clear pipeline
Every deal has an owner, a stage and a next step you can see.
Revenue by source
You know which campaigns and channels turn into signed work.
Consistent follow-up
Reminders, renewals and review requests run without anyone remembering them.
What our CRM services include
Choose the full engagement or only the parts you need.
- CRM auditA review of your current tools, data quality, reports and gaps.
- Platform selectionA written recommendation comparing CS+, HubSpot, Salesforce, Zoho and the tool you own.
- ImplementationPipelines, fields, permissions, templates and dashboards built in a test space first.
- MigrationCleaned, deduplicated and consent-mapped data from your current system.
- IntegrationsWebsite forms, phone tracking, calendars, email, accounting and ad platforms.
- Follow-up automationInstant replies, task reminders, quote chasers, renewals and review requests.
- Industry configurationStages and messages designed for how your field sells, books or enrols.
- Training and managementRole-based training and optional monthly administration.
How CRM consulting is priced
CRM projects vary with users, data, integrations and platform, so we quote after a discovery call. Setup, monthly management and third-party licences are always shown separately.
CRM audit and roadmap
Fixed quote after discovery
Businesses with a CRM that is underused or messy
- Process and data review
- Gap list ranked by impact
- Platform recommendation
- Written CRM plan
CRM implementation
Project quote
New CRM or full rebuild
- Configuration and pipelines
- Data migration
- Integrations and automation
- Training and launch
Ongoing CRM management
Monthly quote
Teams without an in-house CRM administrator
- User and permission changes
- New automations and reports
- Data hygiene
- Priority support
CRM licences are billed by the software vendor and are separate from our fees. Ad spend, phone lines and messaging usage are also separate.
CRM services hub
Every CRM service and industry guide in one place
Executive summary: A CRM earns its keep when three things are true: every enquiry is captured with its source, every open deal or patient or family has an owner and a next step, and the owner can see which marketing produces revenue without asking anyone. Canada Create™ has built websites, lead systems and CRM workflows for businesses across Canada and the United States since 2008. We run CS+, our own CRM, and we consult on and implement HubSpot, Salesforce, Zoho, Pipedrive and Dynamics. This hub explains what our CRM services include, how we choose a platform, the privacy and consent rules every Canadian build must respect, what drives cost, and where to find the CRM guide written for your type of business.
Our CRM services
Each of these has its own page with the process, cost drivers and questions to ask, so you can start from the service that fits.
- CRM setup and implementation: pipelines, fields, integrations, automation and training on the platform that fits.
- CRM consulting: audits, platform selection and a written CRM plan before anything is built.
- CRM for small business: choosing and setting up a first CRM for teams of one to twenty.
- HubSpot consulting: hub and tier selection, implementation, migration and workflows.
- Salesforce consulting: edition selection, Sales and Service Cloud implementation, security and Flow automation.
- Zoho consulting: Zoho CRM and Zoho One implementation, Blueprints and integrations.
CRM guides by industry
Every industry sells, books or enrols differently, so each of these pages describes the stages, integrations and follow-up that matter in that field.
- CRM for law firms: intake, conflicts, matters and referral sources.
- Senior living CRM: inquiries, tours and move-ins for retirement homes.
- Admissions CRM: families from inquiry to enrolment for private schools.
- Medical clinic CRM: clinics, physicians and multi-site practices.
- Dental CRM: new patient enquiries, treatment plan follow-up and recalls.
- CRM for therapists: psychotherapy, counselling and psychology practices.
- CRM for financial advisors: clients, reviews and compliant follow-up.
- CRM for mortgage brokers: applications, renewals and referral partners.
- Insurance CRM: quotes, policies and renewals for brokers and agents.
- CRM for accountants: client pipeline and deadlines for accounting firms.
- Nonprofit CRM: donors, members and campaigns for Canadian charities.
- Commercial real estate CRM: deals, tenants and landlords for brokers.
- CRM for SaaS: trials, renewals and expansion.
- CRM for startups: a pipeline that scales with the team.
- Manufacturing CRM: quotes, dealers and reorders.
- CRM for distributors: accounts, reps and reorders in one place.
- Recruitment CRM: candidates, clients and placements.
- Hotel CRM: guest data, direct bookings and repeat stays.
- Dealership CRM: leads, test drives and service retention.
- Gym sales CRM: trials, memberships and renewals.
- HVAC CRM: quotes, dispatch and maintenance plans.
- Roofing CRM: inspections, estimates and insurance jobs.
- Landscaping CRM: estimates, crews and seasonal contracts.
- Construction CRM: bids, subcontractors and projects.
How we choose a CRM platform
We are platform-neutral. CS+ is our own CRM, and we configure it when a business wants the CRM, the website, the phone tracking and the follow-up managed by one team. HubSpot suits businesses that run on email and content. Zoho is cost-effective for teams that need custom fields, quotes and process control. Salesforce fits growing and mid-sized companies with several teams and deep finance integrations. Pipedrive and Dynamics have their place. The decision rests on five questions: how many people will use it, whether you sell in a pipeline or by booking, which tools must connect, how much follow-up should run automatically, and who will maintain it. The recommendation is put in writing after discovery so it can be checked against your process rather than a sales pitch.
Privacy and consent rules in every Canadian CRM build
PIPEDA governs how personal information is collected, used and stored, and CASL requires consent before commercial electronic messages are sent and expects a record of how consent was obtained. Health providers in Ontario are custodians under PHIPA, Quebec has its own privacy law, and regulated professions have advertising rules. In practice this means consent stored as a field and honoured automatically, sensitive notes restricted to the staff who need them, data hosted in a region chosen deliberately, and nothing sensitive sent to advertising platforms. We design these into every build and document them.
What drives the cost of CRM work
Software licences are paid to the vendor and are always separate from our fees. Setup cost depends on users, the amount and condition of existing data, the integrations required and how much automation is built in the first phase. A focused small-business implementation often runs a few weeks from discovery to launch; larger migrations take longer. Ongoing management is optional and monthly. Every fee is quoted in writing before work starts, and you receive a proposal within one business day of a discovery call.
CRM and the rest of your marketing
A CRM is most valuable when the website, phone and ads feed it with source and consent. The same team builds websites, runs Google Ads and SEO, sets up email marketing and builds AI sales and CRM automation, so lead source data is complete from the first click to the signed work.
Talk to a strategist
Ready when you are!
Get a proposal in one business day.
Tell us your goals, budget and timeline. You get a plan, a price and a named strategist, with no long-term contract.
How a CRM consulting project runs
Five stages, each with a sign-off, so the system matches how your team really works before it goes live.
- Discovery and audit Week 1
We map how enquiries become revenue, review your current tools and data, and interview the people who will use the CRM.
- CRM plan and quote Week 1 to 2
You receive a written plan: platform recommendation, data model, pipelines, integrations, automations and a fixed scope.
- Configuration Week 2 to 4
We build pipelines, fields, permissions, templates and dashboards in a test space your team can try first.
- Migration and integration Week 3 to 5
Clean data moves in, duplicates are merged, and forms, phone, calendar, email and ads are connected and tested.
- Training and stabilization Week 5 onward
Role-based training, launch support and a stabilization period where we fix friction as it appears.
What clients say on Google
Reviews pulled live from our Google Business Profile.
Free review
Not sure where to start? Send us what you have.
Share your current site, campaign or brief. A strategist reviews it and replies within one business day with a written recommendation and a fixed quote.
Why businesses choose Canada Create™ for CRM services
Since 2008
More than 18 years building websites, lead systems and follow-up for businesses in Canada and the United States.
BBB Accredited, A+
A BBB Accredited Business with an A+ rating.
Platform-neutral advice
We recommend CS+, HubSpot, Salesforce, Zoho, Dynamics or the tool you already own, based on fit.
Marketing and CRM in one team
The people who build your website and ads also connect them to your CRM, so lead source data is complete.
24/7* sales and support
Call +1 (800) 808-9235 any time.
Quoted in writing
Every fee is confirmed in writing before work starts. Get a proposal in one business day.
CRM services questions
Which CRM platforms do you work with?
CS+, our own CRM, plus HubSpot, Salesforce, Zoho, Pipedrive and Microsoft Dynamics. We recommend in writing after discovery and work with the tool you already own when it can do the job.
Do you build CRMs for specific industries?
Yes. We keep dedicated pages for law firms, senior living, private school admissions, medical clinics, dental practices, therapists, financial advisors, mortgage brokers, nonprofits, trades and more, each describing the stages and integrations that matter in that field.
How does the CRM connect to our marketing?
Website forms, chat, call tracking and bookings send contacts in with their source and consent, and closed deals or booked patients can be sent back to Google Ads and Meta as offline conversions.
What Canadian rules apply?
PIPEDA for personal information, CASL for consent to electronic messages, PHIPA for Ontario health providers, Quebec's privacy law and the advertising rules of regulated professions. We design consent, access and hosting controls into every build.
How long does a CRM implementation take?
A focused small-business implementation often runs a few weeks from discovery to launch. Larger migrations with many integrations take longer, and your written plan includes a timeline.
What does CRM work cost?
Setup and optional monthly management are quoted in writing after a discovery call. Software licences are paid to the vendor and shown separately. You receive a proposal within one business day.
Do you work with businesses outside Ontario?
Yes. We work with businesses across Canada and the United States, and CRM projects run fully online.
Every week without a working CRM costs you leads
Enquiries sit unanswered, quotes go quiet and nobody knows which marketing pays. A short discovery call shows where your follow-up is leaking and what it takes to fix it.
