Small Businesses

Manufacturers  |  Wholesaler  |  Inventory Based

Your business plan is murky?

You’ve heard many ideas and suggestions about what systems to implement but are not sure which way to go.

Sales have fallen and business stagnated. Can you afford the change?

Is the pricy software everyone talks about right for your business? Are you paying for more than you need?

Streamline your operations

Simplify your workflow and make it real, not a theory.

Procure and negotiate the right solution for you and integrate with your current system.

Facilitate financing and government grants.

Reliable Business Growth

Improve retention and increase sales without spending more on lead generation.

Maximize software you have already purchased.

Fortune 500 level solutions without the Fortune 500 price tag.

Take your business to the next level


Description: Premium level CRM; hit the ground running!

You are: a business with 2+ people looking for faster growth, scalability or financing.

Services included

  • Full CRM Enterprise Edition Set-up.
  • Workflow custom automation.
  • Up to 20 customized layout fields.
  • Up to 2 customized list views; interactive spreadsheet where you choose the columns for your leads and contacts.
  • Up to 10 customized e-mail templates.
  • Systems Requirement Evaluation
  • System Implementation
  • Integration with accounting software *
  • App integration.
  • Automation: putting your pesky tasks on autopilot.
  • Data migration (provided stored as or exportable to spreadsheet)
  • Side by side training on full CRM.
  • Basic training on accounting suite.

Apps included

(but not limited to)

  • Card scanner app.
  • Receipt scanner app.
  • Mileage tracker app.
  • Invoice app.
  • Bookkeeping app.
  • File management and sharing.


  • Breathe life into your business with a framework to grow.
  • Reduce man hours by 25-50%.
  • Gain the time to go back to what you love about your business.
  • Simplify administration and cut costs by up to 75%.
  • We do in 2 days what would take you 1 month.


  • Major administration streamline.
  • Run your business with 25-50% less man hours.
  • Simplify accounting process to lower your monthly accounting costs (as much as 75% less).


  • Setup of licensed CRM with full capability.
  • Additional Popular Applications Includes:
    • Accounting
    • Project Management Software & Apps
    • Online Marketing Campaign Tools
    • Web Meetings & Conferencing
    • Human Resource Management
    • Customer Help Desk
  • Unlimited contacts capacity.
  • Accounting suite option *
  • Online payment directly from invoice
  • Fully integrated apps.
  • Desktop + Mobile setup.
  • Calendar integration w email
  • Email integration with CRM.
  • Web form (website generated leads into CRM)
  • Collaborative client portal (clients can log in to their own account to access estimates, invoices, make payments, etc.)
  • Project time tracker (record project timesheet for billing)
  • Basic inventory management
  • Calendar sync.
  • Perpetual comp to “Follow-up Guru Seminars”.

* Conditions apply. ** Accounting suite setup ($500)

one time setup fee + $50/mo licence



Schedule a complimetary call

PHONE call Q&A


68% of customers that will leave do so because of this reason.
We will tell you what that is and how you can turn the tide!


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