How long does a CRM implementation take

It depends on how many channels you answer, how much data comes across, and how much of the follow-up you want automated. We scope it in phases and show you what each phase covers before it starts. You see working parts early rather than waiting for one large launch.

How much does a CRM cost

Cost depends on the platform licence you choose, the number of people using it, and how much migration and automation the build needs. We quote the work in phases so you can stop after any phase. If a lighter setup would do the job, we will say that instead of selling a larger build.

Can you migrate the data we already have

Yes. We move contacts, notes, deal history and the files that matter out of spreadsheets, an older CRM, or whatever your team uses now. Part of that work is cleaning what should not come across, because a migration is the moment to deal with duplicate and dead records. You keep access to the original source while the new system is proven.

Which CRM should we choose

That depends on how your business sells, how your team works, and what you already pay for. We work in GoHighLevel, Zoho, HubSpot and Salesforce, and we will tell you plainly if the platform you already have is the right one. If none of them fit, we will say so and explain what would.

Can you work with the tools we already pay for

Often, yes. A CRM is rarely the only system a service business runs, and much of the work is connecting the tools you already use so information moves between them. Where a tool is doing its job, we leave it and integrate. Where it is costing you leads, we will show you why before recommending a change.

Do we own the account and the data

Yes. The account is set up in your name and the data belongs to you. We build inside it as your implementation partner, and if you ever want to take the work in house, the system stays yours and stays documented.

Adoption is the part most implementations get wrong, so it gets designed in from the start. We shape the pipeline around how your team already works, keep the fields they must fill to a minimum, and train them on their own records rather than a demo. The reporting your team sees is tied to their day.

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Development Phased, starting with pipeline design

CRM consulting and implementation

CRM consulting, implementation and automation in Toronto

A pipeline that holds every lead, follow-up that runs without anyone remembering, and a view of the business you can read in a minute.

A CRM earns its place when it changes what happens after a lead arrives. We design the pipeline, move your data across, and wire the follow-up so the next step does not depend on memory. Serving Toronto, the GTA and Ontario.

What to expect

Scoped before kickoffBuilt for service businessesMeasured against calls and bookingsSupport after launch

CRM consulting, implementation and automation in Toronto, visual overview

01: The Problem

Here's what we typically see

Common problem: CRM consulting, implementation and automation in Toronto

A lead comes in on a Tuesday. Someone answers it, writes it on a pad, and it never reaches the person who follows up. By Friday nobody remembers the call. That is not a people problem. It is a system problem, and it is the one we fix. The same gap shows up on every channel you answer, from calls and texts to web forms and direct messages.

Why the timing matters

The same leads keep slipping through the same gap, and the pipeline stays a guess.

02: The Solution

Here's what we do about it

Social Dots is a CRM consulting and implementation team working with service businesses across Toronto, Ottawa, the GTA and Ontario. We start with how leads really arrive at your business, then design a pipeline that matches it. From there we migrate the data you already have, connect the channels you answer, and build the CRM automation that keeps follow-up moving. If you already pay for a platform, we will tell you plainly whether it fits before you spend more on it.

Our approach: CRM consulting, implementation and automation in Toronto

03: The Result

Here's what changes

Results: CRM consulting, implementation and automation in Toronto

Leads stop disappearing between the first call and the follow-up, because the system holds them and prompts the next step. You open one view and know what is live and who is waiting on a reply.

Every lead lands somewhere it will be seen

Follow-up runs on its own schedule

You can see what is in the pipeline without asking

The tools you already pay for talk to each other

Deliverables

What you get

Timeline: Phased, starting with pipeline design

Pipeline design

Data migration

Lead capture setup

Follow-up sequences

Owner reporting

Team training

Platform review

Want a straight answer on crm consulting, implementation and automation in toronto?

A straight answer on what AI would and would not fix here. 15 minutes, free, and yours to keep whether or not you hire us.

We'll set expectations for timing before the work starts.

No contracts No commitment You keep the roadmap we build

Common questions

Frequently asked questions

Proof it works

See our work

Browse the projects we've delivered for service businesses across the GTA: websites, AI agents, social media, and more.

View all projects

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CRM consulting, implementation and automation in Toronto

A pipeline that holds every lead, follow-up that runs without anyone remembering, and a view of the business you can read in a minute.

What to expect

Scoped before kickoffBuilt for service businessesMeasured against calls and bookingsSupport after launch

CRM consulting, implementation and automation in Toronto

Here's what we typically see

Here's what we do about it

Here's what changes

What you get

Want a straight answer on crm consulting, implementation and automation in toronto?

Frequently asked questions

How long does a CRM implementation take

How much does a CRM cost

Can you migrate the data we already have

Which CRM should we choose

Can you work with the tools we already pay for

Do we own the account and the data

Will our team use it

See our work

Related services

Websites & Landing Pages

Shopify & E-Commerce

CRM consulting, implementation and automation in Toronto

Here's what we typically see

Here's what we do about it

Here's what changes

What you get

Want a straight answer on crm consulting, implementation and automation in toronto?

Frequently asked questions

How long does a CRM implementation take

How much does a CRM cost

Can you migrate the data we already have

Which CRM should we choose

Can you work with the tools we already pay for

Do we own the account and the data

Will our team use it

See our work

Related services

Websites & Landing Pages

Shopify & E-Commerce