Canada • B2B Services

Canada CRM Modernization for SME Network

A Canada-focused CRM modernization initiative that unified lead management, follow-up automation, and reporting for an SME network.

Timeline: 14 weeksModel: Milestone-based delivery with embedded PM

Client Context

Multi-branch SME network with distributed sales and account teams

Challenges

  • Fragmented lead data across teams and spreadsheets
  • No standardized follow-up workflows
  • Weak conversion visibility for leadership

Solutions Delivered

  • Delivered centralized CRM with custom pipeline stages
  • Added workflow automation for follow-ups and alerts
  • Launched reporting dashboards for branch-level performance

Outcomes

  • 39% faster first-response time to new leads
  • 27% improvement in pipeline tracking accuracy
  • Consistent cross-team visibility for sales operations

Technology Stack

Next.jsNode.jsPostgreSQLVercel

Related product

For teams that also need AI-assisted lead lists, email & WhatsApp outreach, see our product Leads Lord — including guides on pipeline to meetings and SEO for lead-gen SaaS.

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We provide AI development, web and mobile app development, SaaS product engineering, cloud solutions, and custom software delivery.

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