Purpose-built managed crm for professional services firms across Canada. We understand your specific compliance requirements, workflow, and technology environment.
41%
More revenue for CRM users
$8.71
ROI per $1 invested in CRM
23%
Deals lost due to poor follow-up
2×
Conversion rate with automation
Professional Services face specific managed crm challenges that generic solutions miss.
Business Development Lives in Personal Memory
Relationship-driven BD without a CRM means deals depend on individual memory rather than systematic process.
Pipeline Is Invisible Until the Partner Asks
Partners don't know what's in late-stage negotiation until someone asks. Revenue is hard to forecast.
Proposal and Engagement Tracking Is Manual
Tracking proposals, scope documents, and engagement renewals across email threads creates missed opportunities.
Four components that protect and optimize your professional services firm.
We stand up, configure, and populate your CRM. Go live in 2 weeks, not 6 months.
Leads, follow-ups, and pipeline stages flow automatically. Your team closes — not admins data.
Live pipeline visibility, conversion rates, and revenue forecasting at your fingertips.
We handle user management, integrations, and CRM health. You never touch the backend.
$295/mo
Everything included. No surprises. Cancel anytime.
Start Your 30-Day Trial90-day satisfaction guarantee. Canadian-compliant.
Get your free Professional Services Managed CRM assessment. We'll show you exactly what's at risk and how to fix it.
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