Full CRM services

Full CRM services, set up and filled in for you

A CRM is a contact book that remembers for you. We install it, fill it and make it work for you.

Hand off my marketing Free audit

Clean white desk with a laptop, a phone and a cup of coffee.

Setup

We create simple follow-up stages: new contact, to call back, appointment, client.

Migration

We import your current contacts (phone, email, spreadsheets) and clean them up.

Automation

Automatic reminders for you, and follow-up messages for contacts who agreed to receive them.

Routing

If you have an assistant or a partner, each inquiry is assigned.

Reporting

A simple view: who wrote, who was called back, who booked an appointment.

Frequently asked questions

I have never used a CRM. Is it complicated?

We show you the essentials and keep the rest on our side.

Which tool do you use?

The tool selected in your agreement, based on your needs.

Go further

Tell us where you stand

Short form. We reply by email or phone.

Phone: 819-201-9042
Email: info@roymarketing.ca

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