CRM Consulting for Setup & Implementation

Lots of tools help you manage your customer relationships. But which is best for your company, and how can you maximize its impact? Our CRM experts will help you choose the right tools for your business—or optimize the ones you’re already using—so you can avoid “Man-we-forgot-to-follow-up!” moments and confusing CRM software. Forever.

From automated lead captures to personalized follow-ups to invoicing without lifting a finger, you’ll quickly turn your customers into loyal, devoted superfans.

Why your business needs CRM consulting services

Did you know a CRM system helps you manage customer relations while increasing conversion rates, boosting sales, and netting you more profit? It also allows you to store valuable information about your customers, that you can use to retain the current ones and attract new ones.

CRM workflow automation enables you to automate the necessary, repetitive parts of customer relation management while freeing up your workforce to concentrate on other parts of your business. 

Nowadays, it’s easier than ever to have stellar customer relations with the help of one of the hundreds of automated CRM systems and tools flooding the market. But how do you know which one is the most appropriate for your business?

That’s where we come in! Flow Digital’s CRM consulting agency will allocate a dedicated CRM expert to help you figure out the best system for your company so you can start enjoying the benefits today!  

Join thousands of businesses that have implemented optimal CRM process automation and have gained:

Get 'em to come and keep on coming!

In today’s consumer-focused world, excellent customer experience isn’t just ideal for a business – it’s absolutely necessary. The number of communication channels to reach customers can be overwhelming and ultimately, it’s time-consuming just trying to manage all the different platforms your customers interact with. 

Investing in an automated CRM system allows your business to profit from effective sales and customer service. A Flow Digital CRM implementation consultant will will help you determine the right CRM tools for your business and implement them. Our team are also experienced Pipedrive consultants and can help you unleash the power of Pipedrive as your preferred CRM.

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Why our clients choose Flow Digital over other CRM implementation companies

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Expertise

Our team of certified automation and CRM experts is committed to providing professional service. To date, we’ve helped 134 clients and automated 176,000 tasks.

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Customizable

Your business, your call. We don’t believe in one-size-fits-all around here. Instead, we leverage our knowledge to fit your needs so that you’ll be using the CRM workflow automation system that works for you.

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Customer Support

We like to stick around. Even after you use our CRM consulting services and we’ve set up the automations, we’ll check in to make sure everything is running smoothly. You can always reach out with follow-up questions and one of our CRM strategy consulting experts will be happy to help.

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Discovery Call

We offer a free discovery call, during which you can learn more about us and potential solutions without any commitments.

Above and Beyond Service
My session with Flow Digital was great. Moshe went above and beyond what my original request was and took the time to answer any questions and talk me through my options very clearly, even when we were over on time. If you're on the fence, go for it, it'll be well worth your money and time.

Rachel Fueyo

CFG

AMAZING
The team at Flow Digital was literally so helpful. Moshe in particular solved all of our Zapier problems in one session. We could not have implemented this without him. So thankful for his help! Would highly recommend. Incredibly knowledgeable and efficient.

Annelise Campbell

CFG

Incredibly helpful Zapier expertise!
Flow Digital are true Zapier gurus. Nathan was able to quickly identify the reason for my Zapier problem. He's articulate and patient, and I couldn't have asked for a more knowledgeable or helpful person. I highly recommend Flow Digital for all of your Zapier needs.

Christina Perry

TopMarketer

Great Experience with Flow Digital
First time using Zapier as a smaller agency and we had some issues with one of our first zaps. Samuel from Flow Digital jumped on a call and helped us out. Not only did we solve our issue but Samuel taught us along the way so we are empowered to create many more successful zaps in the future. Thanks, Flow Digital!

Chris Massoglia

Quist Marketing

So helpful and patient!

Nathan was so helpful with my Zaps with Kustomer. He was very good at asking questions to help figure out what I was looking to do with my Zapier connections and was very patient and took the time to explain things. Would definitely work with Nathan again!

Julianne G.

Fixed a months-long issue in 20 minutes

Nathan was SUPER helpful with helping us fixing our automation issues which has been a BIG issue for months (and he did it in less than 20 mins). Highly recommend!

Apollonia P.

STELLAR EXPERIENCE AND WORK

The Flow Digital team was wonderful to work with from start to finish. Moshe delivered exactly what I needed and my custom workflow works perfectly. His expertise is evident in his work and confidence. Highly recommend!

Linda Villines

How to be smarter - Hire Flow Digital

Sam was amazingly patient! Sam was able to fix my mistakes so that it flowed! We connected Monday.com, Zapier, Ring Central and Google Calendar. He also showed me a few "Tricks of the Trade." 10 hours of feeling like an idiot or 1 hour learning from Sam. I should have done this eons ago.

Bridgit Kong

Alberta 75 Housing Co-operative Ltd.

FAQ's:

A CRM implementation consultant analyzes how you currently engage with customers and identifies the pain points your business is experiencing. They work out which repetitive tasks you can automate. The consultant will then offer a customized, optimal solution for better customer management. 

If you have lots of time, money, and resources to waste, then you don’t. Otherwise, read on 🙂!

By automating repetitive tasks, you will be able to grow your business. Not only will you save large amounts of time, money, and energy but all those resources can be directed towards the elements of customer engagement that require a human to be present and not bogged down with tedious tasks. Find more reasons to automate here

When you use Flow Digital’s CRM consulting services, our focus is on figuring out the tools that will help you manage your customer relations and will work for your business. That’s why we don’t give a blanket recommendation for one specific tool. However, Pipedrive is the preferred CRM for most businesses. It’s our go-to CRM because it’s super simple to use.

Schedule a FREE discovery call where you get to discuss your CRM challenges, and a CRM expert will tell you how we can help you scale up your customer relations and close more sales.

If you want your business to be successful, then yes – it will benefit from CRM workflow automation. Whether you are in the beginning stages of your business or you have a lower revenue bracket, having an automated CRM system will enable you to operate more efficiently and provide a higher-quality service. 

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