A CRM That Works the Way You Sell — Not the Other Way Around
Most CRM headaches aren't the software's fault — they're setup problems. Contacts imported without structure, pipelines that don't match how you actually sell, no automation doing the heavy lifting. The good news: that's all fixable, and it's exactly what we do.
The Problem
Your team avoids the CRM because it takes longer to update than to just send an email. Leadership can't see pipeline health. Follow-ups happen when someone remembers, not on a system. Deals slip because there's no consistent process — only habits that vary by rep.
The Solution
A CRM configured around your actual sales process, with automated data entry, AI-powered follow-up sequences, and full integration with your email, calendar, and ERP. Your pipeline becomes something you trust — because it updates itself.
What's Included
End-to-end CRM implementation — from platform selection to live automation.
Custom Setup
Sync & Integration
Automated Outreach
Reporting & Visibility
How It Works
Process Mapping (1 week)
We document your current sales process — stages, handoffs, follow-up cadence, and where deals stall. This becomes the blueprint for your CRM configuration.
Platform Selection & Setup (1–2 weeks)
We recommend the right platform for your team size and budget, configure it around your process, and migrate your existing contacts and deal history cleanly.
Automation Build (2–3 weeks)
We build the follow-up sequences, auto-logging rules, lead scoring models, and AI-driven workflows that make the CRM update itself instead of requiring your team to maintain it.
Training & Handover (1 week)
We train your team on the system, document every automation we built, and hand over full admin access. You own everything — no ongoing dependency on us unless you want it.
Industries We Serve
Manufacturing
CRM integrated with SAP or ERP — account management, quote-to-order pipelines, and supplier relationship tracking built around your production cycles.
Telecommunications
Customer lifecycle management, service upsell tracking, and escalation workflows for Canadian telecom operators managing large account bases.
Professional Services
Proposal tracking, retainer management, and client relationship history across long project cycles — so nothing falls through between engagements.
Logistics & Distribution
Account management for carriers and clients, with automated check-ins, contract renewal reminders, and integration into your operations platform.
Residential Services
Lead-to-job pipelines for high-volume service businesses — from first inquiry through estimate, booking, and post-job follow-up.
Retail & Wholesale
B2B account management, reorder triggers, and sales rep activity tracking — integrated with your inventory and order management systems.
Frequently Asked Questions
Build a CRM Your Team Will Actually Use
DesignareLux brings over 15 years of complex system implementation experience — the same rigour applied to ERP projects for global manufacturers — to every CRM we configure. We don't hand you a platform and walk away.
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