Every lead captured
Website forms, email, phone, chat and social media all land in one pipeline, with an owner and a next step.
CRM for small business: Every lead in one place. Every quote followed up.
We set up the right CRM for your business, or build one around the way you sell, and connect it to your website, email, phone and calendar. For small and growing businesses in New Brunswick and across Canada.
Sound familiar?
Signs you've outgrown spreadsheets
- Leads arrive by email, phone, text, Facebook and your website, and some slip through
- Quotes go out and nobody follows up
- Client history lives in someone's inbox or memory
- You don't know how many leads you have or how many you close
- You bought a CRM, but the team never really uses it
What your CRM does
From first contact to signed quote.
A clear sales pipeline
Stages that match how you sell, so anyone can see where every deal stands at a glance.
Quotes that close
Quotes from your service templates, accepted online with an e-signature, and followed up automatically when there's no answer.
Reminders and tasks
Your team is alerted when a lead needs attention, so follow-up never depends on someone remembering.
Sales numbers you trust
Leads, quotes sent, quotes won and revenue by month, updated on their own.
Connected to your tools
Email, calendar, website, phone and accounting connected, so client information is typed once.
Example: a quote has had no answer for three days. The CRM sends the client a friendly follow-up and reminds your salesperson to call.
Choosing a CRM
What's the best CRM for a small business?
The one your team actually uses. We don't sell a single platform. We map how you sell first, then recommend the option that fits your process and your budget.
A proven CRM platform
Established platforms such as HubSpot or Zoho, set up around your process, with your pipeline, templates and automations. A good fit when your sales process is fairly standard.
A custom CRM
North C Connect, our CRM, adapted to your business, or one built from scratch. A good fit when your quotes, jobs or workflow don't fit a standard tool, or per-user fees add up.
What we compare
Fit with your process, ease of use for your team, total cost over 12 months, where your data lives, and how easily it connects to the rest of your tools.
How we set it up
A CRM your team will actually use.
- Step 1
Map your sales process
Where leads come from, how you quote and where follow-up gets lost.
- Step 2
Choose or design the CRM
We recommend the right option and agree on scope and a fixed price.
- Step 3
Set up, import and connect
Pipeline, templates and automations, your contacts moved in from spreadsheets, and your tools connected.
- Step 4
Train and support
Hands-on training, a user guide and ongoing improvements under a support plan.
FAQ
CRM questions
What is a CRM?
A CRM (customer relationship management system) keeps every lead, client, quote and conversation in one place, and reminds your team what to do next, so sales don't depend on memory, sticky notes or someone's inbox.
Do I need a CRM if I'm a small team?
If you get leads from more than one channel, send quotes or lose track of follow-ups, yes. Small teams often benefit the most, because nobody has time to chase every lead by hand.
What's the best CRM for a small business in Canada?
There isn't one best CRM for everyone. It depends on how you sell, how many people use it and your budget. We compare proven platforms and a custom CRM for your case and explain the trade-offs in plain language.
How much does a CRM cost?
There are two parts: the software (a monthly license per user for most platforms, or none for a custom CRM) and the setup. We give you a fixed setup price in writing and a 12-month cost estimate before you decide.
Can you move my contacts from spreadsheets?
Yes. We clean up and import your contacts, clients and open quotes so your team starts with the full history.
Can the CRM send marketing emails?
Yes, with consent records, sender details and a working unsubscribe in every message, as Canada's Anti-Spam Legislation (CASL) requires.
Stop losing leads. Let's find the right CRM.
Tell us how you sell today in a free consultation, here or through the assistant on this page.
You imagine it. We build it.