CRM adoption is partial
Half the team uses the CRM. The rest use their own methods. Pipeline data is incomplete.
Business System Engineering · Canada
Stop managing your business in spreadsheets. Build a CRM system that actually runs your pipeline.
Leads fall through when follow-up depends on someone remembering. Deals stall when nobody has a clear view of the pipeline. We build CRM systems and automated workflows for Canadian businesses — integrated with QuickBooks, Xero, HubSpot, and Salesforce — so every lead is tracked, every follow-up runs automatically, and your pipeline is visible in real time.
HubSpot · Salesforce · Zoho · Pipedrive · custom CRM
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QuickBooks · Xero · Zapier · Make · n8n
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Professional services · B2B · SaaS · SMB
This is for you if
What your business looks like when the system is working.
You run a Canadian B2B or professional services firm where deals close, then someone manually creates an invoice in QuickBooks or Xero hours or days later. You want deal-won → invoice-created to be automatic, every time.
Your CRM adoption is partial: half the team uses HubSpot or Salesforce, the rest run sales out of their inbox. Pipeline data is incomplete and management can't forecast from it. You want one system the whole team actually uses.
Your proposals go out and follow-up depends on whoever sent them remembering. Some get chased, most don't, and your close rate reflects that. You want Day 3 and Day 7 automated follow-up on every proposal — without anyone needing to remember.
Leads come in through the website, sit unassigned for hours, then get a generic acknowledgement. You want automated capture, instant assignment, and an acknowledgement that goes out within minutes.
What's broken
Here's what's leaking through the cracks.
Accounting disconnected
QuickBooks or Xero is running your accounting. The CRM is running your sales. Nobody connected them.
Manual follow-up fails
Consistent follow-up is the difference between a 20% and a 35% close rate on proposals.
No automation
Every customer-facing process requires a person doing a manual step.
What we engineer
CRM systems, accounting integrations, and workflow automation for Canadian businesses.
Custom CRM development
Built for your sales process, not a generic template.
QuickBooks & Xero integration
Your CRM and accounting software connected — bidirectionally. Deal won → QuickBooks or Xero invoice created automatically. Works with QuickBooks Online, QuickBooks Desktop, and Xero.
CRM implementation
Full HubSpot, Salesforce, or Zoho implementation. Pipeline configuration, data migration, accounting integration, and team training.
Workflow automation
Zapier, Make, and n8n automations. Lead capture, follow-up sequences, proposal tracking, and deal-to-invoice automation.
API integrations
Connect your CRM to QuickBooks, Xero, Stripe, your website, and every tool in your business stack.
SaaS / internal tools
When off-the-shelf doesn't fit your process. Internal tools, client portals, and custom reporting dashboards.
What changes
What your business looks like when the system is working.
Before
After
Before
Deal closed → manual invoice creation hours or days later
After
Deal closed → QuickBooks or Xero invoice created automatically, same day, every time
Before
Pipeline data incomplete, management forecasts from gut feel
After
Full CRM configuration · pipeline visible and accurate · forecasting with confidence
Before
Proposal follow-up depends on memory
After
Automated Day 3 and Day 7 follow-up on every proposal · close rate improves
Before
Website leads sit unassigned
After
Leads auto-captured · team assigned · acknowledgement sent within minutes
Before
Conversations, deals, invoices, payments scattered across tools
After
One connected system — every client visible in a single view
How it works
How a business system gets built — in plain terms.
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01
System mapping
Days 1–5We start by mapping what you have. Every tool, every manual step, every point where leads enter and where they fall through. We interview the people doing the work — not just the owner. Output is a visual system map showing your current state, the gaps, and the highest-priority fixes. Delivered before any build starts.
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02
Architecture design
Weeks 1–2Based on the system map, we design the structure. CRM pipeline stages, custom fields, automation logic, integration map, data model. You see the design and approve it before a single line of configuration is written.
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03
Build
Weeks 2–8CRM configuration or custom development, automation setup, integration build. WhatsApp connection, website forms, payment gateways, accounting software. Each component built to the approved design. We share progress weekly so there are no end-of-project surprises.
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04
Data migration
Weeks 6–8Your existing contacts, deal history, and pipeline data get migrated in. We clean the data first — removing duplicates, standardising formats, filling gaps where possible. You don't start with a blank system.
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05
Training and handoff
Week 8–9Live training sessions with your team — in Nepali or English, whichever works. Written documentation for reference. Go-live support for the first two weeks so issues get fixed immediately, not after they become habits.
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06
Optimise
OngoingMonthly system health check: automation performance, lead capture rates, pipeline conversion, tool usage. We identify what's working, what needs adjustment, and what to build next as your business grows.
Evidence
What Canadian businesses see in the first 90 days.
Lead-to-invoice 4 days → 6 hours · 0 proposals fell through Q1
HubSpot implementation + QuickBooks integration. Manual invoice creation: eliminated.
New client onboarding 3 days → under 3 hours
Custom CRM + Xero integration + Zapier. Invoice creation: same-day automated.
55% of follow-ups automated · Forecasting became reliable
Salesforce implementation + automation + RevOps layer.
Common questions
Questions Canadian businesses ask before getting started.
Can you integrate with QuickBooks as well as Zoho/HubSpot?
Yes — both QuickBooks Online and QuickBooks Desktop, as well as Xero. The integration is bidirectional: deal won in CRM → invoice created in QuickBooks, invoice paid in QuickBooks → CRM deal updated.
What CRM do you recommend for a Canadian business?
HubSpot for B2B and professional services with active inbound. Salesforce for larger businesses or complex enterprise sales. Zoho for simplicity with strong accounting integration. Custom for non-standard processes.
How long does a CRM build take?
HubSpot or Salesforce: 6–8 weeks. Custom: 10–16 weeks.
What's the difference between a custom CRM and implementing Zoho or HubSpot?
Off-the-shelf is right for most businesses. Custom makes sense for genuinely non-standard processes.
What happens to our data during migration?
All existing contacts, deals, and client history migrated and cleaned.
We've tried a CRM before — the team stopped using it after three months. Why would this be different?
CRM abandonment comes from: system didn't match workflow, inadequate training, or tool required more effort than the old way. All three are implementation problems, not CRM problems.
How much does this cost?
HubSpot: CAD 5,500–10,000. Custom CRM: CAD 16,000. QuickBooks/Xero integration standalone: CAD 2,200.
Can you audit a CRM we already have and fix it rather than starting over?
Yes. Most audits find 60–70% is reconfiguration rather than rebuild.
Our team
The people behind the work
Not a black box. Real specialists you can call, with their names on the work.
Niraj Raut
Founder — Ecommerce SEO
Keshab Joshi
PPC Expert
Hawrry Bhattarai
Google Ads Expert
Arogya Rijal
SaaS SEO Expert
Start here
Map your business system in 5 days.
The system map identifies where your pipeline is leaking, how QuickBooks or Xero connects to your CRM, and what needs to be built or reconfigured.
5-day system map · Lead flow audit + tool inventory · No retainer required