Results
What It
Produces
100%
Pipeline visibility from first contact to close
Set up
Built around how your team already sells
2x
Average increase in qualified follow-up after install
SET Marketing sets up and manages CRMs for growing businesses in Toronto and Miami. A CRM is one place to see every lead, every deal and what happens next.
Book a Free Strategy CallMany businesses have a CRM that nobody keeps up to date. Contacts are messy, deals sit in the wrong stage and follow-up reminders get ignored. Sales end up depending on whoever has the best memory. We set up a CRM that makes your team's job easier, so they use it. Every lead tracked. Every deal visible. Every sale traced back to where it came from.
We help you pick the right CRM for your team, your sales process and the tools you already use, then set it up properly from the start.
Deal stages that match how you actually sell, so you can see what is real and what is coming.
Rules that send each new lead to the right person right away.
Your CRM connects to your ads, website forms and follow-up, so you know where every lead came from.
We show your team exactly how to use it, so they keep using it and the data stays clean.
Simple dashboards that show leads by source, deals by stage, how many you close and how much they are worth, always up to date.
We look at your current CRM, your contacts and your sales process to see what works and what needs fixing.
We plan your deal stages, fields, automatic steps and reports before we change any settings.
We set up the CRM, move your data over, connect your tools and test everything.
We train your team and set up regular reports so the CRM stays clean and useful after handover.
It depends on your team and how you sell. We most often work with HubSpot, GoHighLevel, Salesforce and Pipedrive. We recommend what fits you best on the free strategy call.
Yes. Moving your data is included in every CRM setup. We clean up your contacts, remove duplicates and organize everything before we bring it into the new system.
It depends on how complex your setup is and how many tools need to connect. We map the schedule with you before we start.
We set it up around how your team already sells, so using it is easier than skipping it. We also train everyone on it.
CRM setup at SET Marketing usually costs $3,000 to $10,000, depending on how complex it is and how many tools we connect. Ongoing management is available as a monthly retainer.
Book a free strategy call. We will review your current CRM, show you where deals slip away and set up a system that keeps every lead accounted for.
Book a Free Strategy Call