CRM and lead management that helps Montreal SMBs close more customers
CRM and lead management 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.
Generating leads is only half the equation. Without a reliable system to capture, assign and follow up on every inquiry, marketing investment is wasted. Social Influence helps Montreal SMBs choose and configure a CRM that fits their team, then builds the workflows and automations that keep every lead moving through the pipeline.
Whether you have never used a CRM before or have one that is cluttered and underused, we start with a clear picture of your sales process and build a system your team will actually use. The result is fewer dropped leads, faster response times and a clearer view of what your marketing is producing.
What's included
- CRM platform selection and setup (or optimization of existing CRM)
- Lead capture form and landing page integration
- Pipeline stages and deal flow configuration
- Lead assignment and notification workflows
- Follow-up automation and task reminders
- Reporting dashboards for leads, pipeline and close rates
Frequently asked questions
We work with HubSpot, GoHighLevel, 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.
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.
We connect your CRM to your lead sources, whether that is Google Ads, Meta ads, your website forms or SEO traffic, so every lead is tagged by origin and you can see exactly which channel is producing closable business.
We offer both. 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.
Let's grow your business
Book a free 30-minute discovery call, or call us directly. We answer within 24 hours.