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Development Phased, starting with pipeline design
CRM consulting and implementation
Keep enquiries organised from first contact to next step.
We help set up a CRM and follow-up process around the way your team handles calls, forms and booking requests.
How we work
Scope agreed before work startsBuilt for service businessesTracking planned around enquiries
Where it starts
What often goes wrong
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 it matters
Without a clear pipeline, it is hard to see which leads need follow-up.
The work
How we approach 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.
What improves
What the work is for
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 automation?
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.
Free growth check-up Written scope before work starts 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.
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