CRM setup for service companies that want one source of truth.

Your team manages jobs, dispatch, follow-ups, and renewals across tools that were never designed to work together. We configure a CRM system built around how your technicians, managers, and office staff actually operate.

Plan a CRM setup See detailed pricing

Prefer to start with a simple scoping call? Use the form below or send a note to our team.

Every workflow is mapped before a single field is built.

We start with service calls, recurring maintenance, and emergency requests. Then we translate those steps into CRM stages, automated handoffs, and reporting you can trust.

             Operational clarity over generic automation.
             Service-first data structure that keeps dispatch and sales aligned.
             Revenue tracking tied to real work orders.
           

Our revenue comes from fixed-scope implementation packages and optional monthly optimization. There are no referral commissions or software reseller incentives.

See how the engagement is structured.

Split-screen collaboration that keeps your team in the loop.

Configuration sessions are run as collaborative workshops. You bring real job data and we build the system in a guided flow, so your staff knows how and why each element works.

Explore the service options to see what fits your scale.

Developer reviewing CRM logic on a screen

Pricing for CRM setup services

Each engagement includes discovery, configuration, and verification of live workflows. Pricing below is in CAD and reflects typical service-company scope.

Need a different blend of services? The form lets you select a starting point and we tailor the scope without pressure.

Request a scope draft

Service workflow discovery

Field-by-field mapping of job intake, dispatch, and completion stages.

CAD 1,875.00

CRM implementation sprint

Core pipelines, automation, and role-based dashboards built in two weeks.

CAD 2,640.00

Data migration and cleanup

Import current customer and asset data with validation and duplicate control.

CAD 1,420.00

Reporting and KPI design

Service revenue, technician utilization, and renewal reporting aligned to goals.

CAD 980.00

Team onboarding and playbooks

Hands-on training sessions plus documentation tailored to service roles.

CAD 1,210.00

Clear handoffs for every service stage.

Automations are built to support your team, not replace it. We set alerts, task queues, and service reminders so every customer knows what is happening next.

             Task ownership and escalation rules.
             Customer notifications tailored by service type.
             Renewal visibility in one view.
           

Modern office with CRM planning materials

Service teams tell us the difference is felt in the field.

"We moved from sticky notes to a structured dispatch board in one week. The data finally matches the work we do." — Operations Lead, HVAC Services

"Our follow-up process used to be inconsistent. Now every service visit is logged with a clear next step." — Owner, Property Maintenance

What your team gets

CRM stages aligned with job life cycle. Reporting that ties service performance to revenue. Work order and follow-up automation. Staff enablement sessions tailored to each role.

Talk with the delivery team

Request a scoped CRM setup plan.

Select a service and share the basics. We respond with a recommended scope and timeline that matches your team size.

We respond within two business days. No phone calls unless you request one.