--- title: "Lead management and CRM in Montreal | Social Influence" description: "CRM setup and lead management for Montreal SMBs by Social Influence. Capture, nurture, track and close with a system built for your business." canonical: "https://socialinfluencebuilder.com/crm-gestion-leads/" lastmod: "2026-10-01T07:30:15+00:00" lang: "en-CA" format: "markdown" --- [Web version of this page](https://socialinfluencebuilder.com/crm-gestion-leads/) HTML version: [French Markdown version](https://socialinfluencebuilder.com/fr/services/crm-gestion-leads.md) [English Markdown version](https://socialinfluencebuilder.com/crm-gestion-leads.md) # Lead management and CRM that helps Montreal SMBs close more customers Lead management and CRM by Social Influence sets up the systems Montreal businesses need to capture, track, nurture and close leads without anything falling through the cracks. We select or configure the right CRM for your business and build the workflows that make your sales process consistent. ## Lead management and CRM: why does your business lose leads it already paid to generate? Leads that never get a follow-up Requests come in by email, phone and web forms, then slip through before anyone circles back. Every lead that goes unanswered is a sale that ends up with a competitor who called back first. No visibility into your pipeline There is no way to see where each prospect stands in your sales process. Your team works from memory instead of real data. Manual follow-up that drains your team Your team spends hours sending follow-ups by hand instead of selling. Repetitive tasks eat into the time your team could spend closing deals. Data scattered across tools Customer information sits in separate tools with no single view and no central record of what was said to each prospect. ## Featured case study [Aimara Traiteur](https://socialinfluencebuilder.com/aimara-traiteur/) ## What's included ### CRM platform selection and setup (or optimization of existing CRM) We start with your current process, then choose or configure a CRM that fits your team and industry instead of forcing a generic template. If you already have one in place, we optimize it rather than starting over. - Lead assignment and notification workflows ### Lead capture form and landing page integration Every form on your site, and any landing pages tied to your campaigns, feeds directly into the CRM the moment a prospect submits it. No lead sits in an inbox waiting to be copied over by hand. - Follow-up automation and task reminders ### Pipeline stages and deal flow configuration We map your pipeline to stages that match how your team actually sells, from new lead to closed client, so everyone can see at a glance where each prospect stands and what happens next. - Reporting dashboards for leads, pipeline and close rates ## Case studies - [Bain Magique Montréal](https://socialinfluencebuilder.com/bain-magique/) - [Aimara Traiteur](https://socialinfluencebuilder.com/aimara-traiteur/) - [Institut V Esthétique](https://socialinfluencebuilder.com/institut-v-esthetique/) ## Our method A CRM configured around your real pipeline, your sales stages and your fields, changes how your team actually tracks prospects day to day. 1. **Pipeline audit**: We review your current sales process, your intake channels and where leads are falling through, to pinpoint exactly what is costing you conversions. 2. **CRM setup**: We install and configure the CRM around your industry: pipeline stages, custom fields, lead scoring and integrations with your forms, your phone system and your ad campaigns. 3. **Automation and ongoing tuning**: We turn on the follow-up sequences and dashboards, then adjust scoring and sequences every month based on what the data shows. ## Frequently asked questions about CRM ### Which CRM platforms do you work with? We work with HubSpot, Pipedrive, Zoho and others. If you already have a CRM in place, we can optimize it. If you are starting fresh, we recommend the best fit based on your team size and sales process. ### What if my team is not using the CRM consistently? Low adoption is the most common CRM problem. We address it through simpler workflows, better automation so manual entry is minimized and a brief training session so your team understands what the system does for them. ### How does CRM management connect to my marketing campaigns? We connect your CRM to your lead sources, whether that is Google Ads, Meta ads, your website forms or SEO traffic. Every lead is tagged by origin, so you can see exactly which channel is producing closable business. ### Is CRM setup a one-time project or an ongoing service? CRM setup is available as a one-time project or an ongoing service. Initial setup is a project with a defined scope. Ongoing CRM management, reporting and workflow optimization is available as a retainer for teams that want continued support. ## See the system [No lead left behind: automation that answers every call and form](https://socialinfluencebuilder.com/systems/no-lead-left-behind/) ## Book a call [Book a call](https://socialinfluencebuilder.com/book-a-discovery-call/)