The problem we solve
Many service businesses track leads in spreadsheets, email inboxes or their owner's memory. This fragmented approach loses opportunities, frustrates customers and prevents systematic follow-up. In Burnaby, a fast-growing market with massive redevelopment in Brentwood, Metrotown and Edmonds driving demand for services across both new construction and existing homes.
What the engagement delivers
- CRM platform selection and setup
- Pipeline and deal stage configuration
- Lead capture automation from website and ads
- Email and SMS integration for follow-up sequences
Our approach
Assess current lead management process and pain points
Select CRM aligned to business size and complexity
Configure pipelines, automation and integrations
Migrate existing data with proper deduplication
About Burnaby
moderately competitive with a mix of Vancouver operators expanding east and strong local independents. a fast-growing market with massive redevelopment in Brentwood, Metrotown and Edmonds driving demand for services across both new construction and existing homes Burnaby has a population of 250,000 and includes neighborhoods like Brentwood, Metrotown, Edmonds, Lougheed, Burnaby Heights.
Questions clients ask
Which CRM is best for a small service business?
For most Vancouver service businesses, we recommend HubSpot or Pipedrive for their balance of functionality and ease of use. The right choice depends on your team size, technical comfort and specific workflow needs.