Every Lead
Accounted For
SET Marketing sets up and manages CRMs for mid-market businesses and public bodies in Toronto and Miami. A CRM is one place to see every lead, every deal and what happens next.
Book a Free Strategy CallA CRM Your Team
Will Use
Many 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.
What You
Get
CRM Selection and Setup
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.
Sales Stages
Deal stages that match how you actually sell, so you can see what is real and what is coming.
Lead Routing
Rules that send each new lead to the right person right away.
Connected to Your Marketing
Your CRM connects to your ads, website forms and follow-up, so you know where every lead came from.
Team Training
We show your team exactly how to use it, so they keep using it and the data stays clean.
Reporting Dashboards
Simple dashboards that show leads by source, deals by stage, how many you close and how much they are worth, always up to date.
The Process
Review
We look at your current CRM, your contacts and your sales process to see what works and what needs fixing.
Design
We plan your deal stages, fields, automatic steps and reports before we change any settings.
Build
We set up the CRM, move your data over, connect your tools and test everything.
Train
We train your team and set up regular reports so the CRM stays clean and useful after handover.
What It
Produces
Read more: B2B Marketing Toronto: How to Generate Qualified Pipeline for Mid-Market Businesses and What Revenue Architecture Actually Means.
CRM, Answered
What CRM do you recommend?
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.
Can you migrate our existing data?
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.
How long does a CRM build take?
It depends on how complex your setup is and how many tools need to connect. We map the schedule with you before we start.
Will my sales team actually use it?
We set it up around how your team already sells, so using it is easier than skipping it. We also train everyone on it.
What does CRM setup cost?
Setup is quoted as a fixed project based on how complex your pipeline is and how many tools we connect. Ongoing management is available as a monthly retainer. We scope it with you on the free strategy call.
Ready to See
Your Pipeline Clearly?
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