One CRM pipeline
Up to six clear stages with agreed definitions, a responsible owner and the essential contact fields.
Operations · Surrey & Metro Vancouver
CRM & automation setup
Connect your lead sources to a CRM your team can use every day. We organise contacts, assign the next step and automate a small set of repetitive tasks with visible failure checks.
Your investment
CAD $1,299 one-time
Built around a clear scope
Keep the enquiry moving after the form.
For a small team managing enquiries across inboxes, forms and spreadsheets. Suitable when someone will own the sales process and the current tools support the required connections.
Two lead sources
Connect up to two supported sources, such as a website form and booking tool, to one CRM.
Three practical automations
Choose up to three workflows such as owner assignment, internal notification, task creation or an appropriate acknowledgement.
Data and duplicate rules
Map the agreed fields, define a duplicate rule such as normalised email, and document how existing records should be updated.
Testing and handover
A controlled test plan for new and repeat contacts, missing fields and connection failures, plus one training session.
How we work
A clear path from brief to delivery.
Map the handoff
Document what arrives, where it goes, who acts and how a failed connection will be noticed.
Build the small reliable version
Use supported integrations and the fewest necessary steps. Keep permissions appropriate to the workflow.
Test with realistic cases
Check new, repeated and incomplete enquiries. Confirm the sales team can find the record and understand the next action.
Keep context through every handoff.
- 01Website form
- 02Contact record
- 03Owner assigned
- 04Next action
What it could look like
A practical business example.
A Surrey service company can send a website enquiry into HubSpot, assign an owner and create a callback task. An existing contact should be updated without silently discarding the new enquiry. If an integration fails, the team needs a recoverable record and an alert rather than a reassuring message with no lead behind it.
Illustrative scenario, not a client result or forecast.
What success means
Look for useful outcomes.
The aim is fewer lost handoffs and clearer ownership. Track captured enquiries, assignment success, duplicate records and time to first action. Automation supports your team; it cannot replace the human response.
Price and boundaries
CAD $1,299 one-time
One CRM, two supported lead sources and three workflows. Software subscriptions, bulk migration, bespoke APIs, sensitive-data projects and ongoing monitoring are separate. Marketing email workflows require an appropriate permission basis and agreed unsubscribe handling.
Prices are in Canadian dollars, before applicable taxes. Extra work and third-party costs require an agreed scope. Individual-service prices are separate from V12 introductory offers.
Start with the right fit.
Tell us what you want to improve and what is already in place. We will confirm whether this scope fits before you commit.
Start a conversation →Questions before you start
Know what you are choosing.
Can you use HubSpot, Brevo and Zapier?
Yes, when the account plans and supported integrations fit the required workflow. Subscription costs remain separate.
Do we keep our accounts?
Yes. The workflow is built in your business accounts with a documented handover.
How do we get started?
Tell us your goal, current website and preferred service. We confirm fit, access, scope and a start date before work begins. Taxes and any separately approved third-party costs are additional.