What Is CRM?
CRM stands for Customer Relationship Management a system or software that helps businesses track interactions, manage customer data, automate workflows, and improve sales and support processes. Whether you’re a small business or a large enterprise, a CRM helps you centralize customer information and make data-driven decisions.
Our CRM Services In Canada
CRM Consultation & Strategy
Not sure which CRM is right for your business?
We analyze your goals and recommend the best platform based on your budget, team size, and industry.
Popular CRMs we work with:
- HubSpot CRM
- Zoho CRM
- Salesforce
- Pipedrive
- Freshsales
- Keap/Infusionsoft
We’ll map your customer journey and sales process, then build a strategy that fits.
CRM Setup & Customization
We take care of the full CRM implementation process:
- CRM account setup
- Custom fields, tags, and sales pipelines
- Lead stages & workflow automation
- Role-based access for teams
- Contact import & data migration
- Integration with your website, forms, email, and tools
Your CRM will be fully configured and ready for action.
Workflow Automation
Save time and increase consistency with smart automation.
We automate:
- Profile optimization
- Connection message sequences
- Lead magnet offers and CTA development
- Conversation nurturing
- LinkedIn Ads for B2B lead capture
CRM Integration Services
Your CRM should connect with your existing tools.
We integrate CRM platforms with:
- Email marketing tools (Mailchimp, ActiveCampaign)
- Website contact forms
- Social media & ad platforms
- Accounting software (QuickBooks, Xero)
- Helpdesk & ticketing systems
- SMS & VoIP services
This creates a seamless experience across your entire business system.
CRM Training & Support
A CRM is only useful if your team knows how to use it.
We provide:
- Personalized training sessions
- Role-based tutorials for sales, support, and management
- CRM usage documentation
- Ongoing tech support and troubleshooting
We make sure your team is confident and efficient.
CRM Maintenance & Optimization
- Regular audits & performance reviews
- System clean-ups (duplicate contacts, old deals, etc.)
- New automation builds
- KPI dashboards & reporting improvements
- User feedback implementation
We keep your CRM system aligned with your growth goals.
Why Your Business Needs a CRM
Centralized Customer Database – Access all customer info in one place Improved Sales Tracking – Manage leads, deals, pipelines & follow-ups Better Customer Support – Quick access to history & communication logs Workflow Automation – Save time on repetitive tasks Data-Driven Decisions – Track performance with real-time analytics Boosted Team Productivity – Assign tasks, set reminders & collaborate Scalable for Growth – Add users, features & integrations as you grow
Industries We Serve
Our CRM services are perfect for:
- Real estate & mortgage professionals
- E-commerce & retail businesses
- Legal & accounting firms
- Coaches, consultants & agencies
- Healthcare providers & clinics
- SaaS and tech startups
- Local service providers (cleaning, trades, auto)
We tailor every CRM to match your specific workflows and customer journey.
Why Choose VG Infotech?
Canadian-Based Team – We understand local businesses and industries
CRM Experts – HubSpot, Salesforce, Zoho, Pipedrive & more
Custom Solutions – Tailored setups, not templates
Focus on Growth – CRMs designed to scale with your business
Ongoing Support – We’re here even after setup
Transparent Reporting – Know what’s working and what needs improvement
We don’t just install software — we empower your team to work smarter and grow faster.
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