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CRM &
Automation Setup

Sales process mapping and CRM deployment across Zoho, Salesforce, HubSpot, Pipedrive, and more — with KPI-driven automation built for revenue-focused SME teams.

CRM & Automation for Ontario SMEs

Sales process mapping and CRM deployment across Zoho, Salesforce, HubSpot, Pipedrive, and more — with KPI-driven automation built for revenue-focused SME teams. Nexiso brings the structured delivery and industrial context needed to make this investment pay off.

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Who This Is For

  • Sales-driven SMEs with unstructured pipelines
  • Businesses losing leads due to manual follow-up
  • Teams using spreadsheets to track customers
  • Companies needing Zoho, Salesforce, or HubSpot setup
  • Businesses ready to automate their sales workflow

Investment Range

$5,000 – $40,000
CAD · Value-based pricing · Scoped per engagement
Our Process

How we deliver

01

Sales Process Mapping

We map your current sales workflow — lead sources, stages, hand-offs, and follow-up cadence — then design a CRM structure that mirrors how you actually sell.

02

CRM Configuration

Platform setup, custom fields, pipeline stages, user roles, and integrations with your email, calendar, and other tools — done right the first time.

03

Automation Workflows

Automated lead assignment, follow-up sequences, deal stage triggers, and notification rules — so your team spends time selling, not administering.

04

Training & KPI Framework

Full team training, adoption support, and a KPI dashboard so you can track pipeline health, conversion rates, and revenue performance from day one.

Ready to get started?

Book a free 30-minute discovery call — no commitment required.

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