Customer Relationship Management (CRM)
CRM Services in Canada
Organize your customer data. Strengthen relationships. Accelerate growth.
At VG Infotech, we help businesses across Canada implement, manage, and optimize CRM systems to streamline sales, improve customer service, and boost productivity.
What Is CRM?
CRM stands for Customer Relationship Management a system or software that helps businesses track interactions, manage customer data, automate workflows, and improve sales and support processes. Whether you’re a small business or a large enterprise, a CRM helps you centralize customer information and make data-driven decisions.
Our CRM Services In Canada
At VG Infotech, we offer end-to-end CRM services — from consulting and setup to training and optimization.
- CRM Consultation & Strategy
Not sure which CRM is right for your business?
We analyze your goals and recommend the best platform based on your budget, team size, and industry.
Popular CRMs we work with:
- HubSpot CRM
- Zoho CRM
- Salesforce
- Pipedrive
- Freshsales
- Keap/Infusionsoft
We’ll map your customer journey and sales process, then build a strategy that fits.
- CRM Setup & Customization
We take care of the full CRM implementation process:
- CRM account setup
- Custom fields, tags, and sales pipelines
- Lead stages & workflow automation
- Role-based access for teams
- Contact import & data migration
- Integration with your website, forms, email, and tools
Your CRM will be fully configured and ready for action.
- Workflow Automation
Save time and increase consistency with smart automation.
We automate:
- Lead capture and assignment
- Email follow-ups
- Deal stage changes
- Task creation & reminders
- Notifications and alerts
- Drip campaigns & nurture sequences
Automation frees your team to focus on closing deals and delivering value.
- CRM Integration Services
Your CRM should connect with your existing tools.
We integrate CRM platforms with:
- Email marketing tools (Mailchimp, ActiveCampaign)
- Website contact forms
- Social media & ad platforms
- Accounting software (QuickBooks, Xero)
- Helpdesk & ticketing systems
- SMS & VoIP services
This creates a seamless experience across your entire business system.
- CRM Training & Support
A CRM is only useful if your team knows how to use it.
We provide:
- Personalized training sessions
- Role-based tutorials for sales, support, and management
- CRM usage documentation
- Ongoing tech support and troubleshooting
We make sure your team is confident and efficient.
- CRM Maintenance & Optimization
Your business evolves — so should your CRM.
We provide:
- Regular audits & performance reviews
- System clean-ups (duplicate contacts, old deals, etc.)
- New automation builds
- KPI dashboards & reporting improvements
- User feedback implementation
We keep your CRM system aligned with your growth goals.
Why Your Business Needs a CRM
✅ Centralized Customer Database – Access all customer info in one place
✅ Improved Sales Tracking – Manage leads, deals, pipelines & follow-ups
✅ Better Customer Support – Quick access to history & communication logs
✅ Workflow Automation – Save time on repetitive tasks
✅ Data-Driven Decisions – Track performance with real-time analytics
✅ Boosted Team Productivity – Assign tasks, set reminders & collaborate
✅ Scalable for Growth – Add users, features & integrations as you grow
Industries We Serve
Our CRM services are perfect for:
- Real estate & mortgage professionals
- E-commerce & retail businesses
- Legal & accounting firms
- Coaches, consultants & agencies
- Healthcare providers & clinics
- SaaS and tech startups
- Local service providers (cleaning, trades, auto)
We tailor every CRM to match your specific workflows and customer journey.
Why Choose VG Infotech?
Canadian-Based Team – We understand local businesses and industries
CRM Experts – HubSpot, Salesforce, Zoho, Pipedrive & more
Custom Solutions – Tailored setups, not templates
Focus on Growth – CRMs designed to scale with your business
Ongoing Support – We’re here even after setup
Transparent Reporting – Know what’s working and what needs improvement
We don’t just install software — we empower your team to work smarter and grow faster.
Ready to Supercharge Your Business With CRM?
Whether you need a simple CRM setup or an advanced, fully automated sales engine — VG Infotech is here to help. We support businesses all over Canada in choosing, building, and managing the right CRM system.
Book a free consultation
Serving clients coast to coast across Canada
