Skip to content
Desk phone in the foreground and hands typing on a laptop
CRM setup

Your customers are everywhere.We bring them all in one place.

We install and set up a complete CRM for your business: all your customers, your sales and your follow-ups in one place, on your computer and your phone.

The basics

What isa CRM?

CRM stands for “customer relationship management”. In plain words, it's a smart address book for your customers: your business's memory.

Every customer has a record: their name, their number, what they asked for, what you quoted them and when to call them back.

And the CRM reminds you about follow-ups, so you don't have to keep everything in your head.

In every customer record

  • Their name and number
  • What they asked for
  • What you quoted them
  • When to call them back

Next follow-up: the CRM reminds you.

Before, after

Without a CRM.With a CRM.

Without a CRM

  • Your customers are scattered across your phone, your emails and scraps of paper.
  • You call back from memory, and customers fall through the cracks.
  • You don't know how many quotes are still waiting for an answer.
  • If you're away, nobody knows where each customer stands.

With a CRM

  • Everything is in one place, one click away.
  • Reminders and follow-ups happen on their own.
  • You see every sale in progress at a glance.
  • Your whole team sees the same information, even on their phone.

In practice

What a CRM doesfor your business.

No more forgotten customers

Every request is written down and followed up.

Automatic follow-ups

A text or an email goes out on its own if the customer doesn't reply.

Your sales at a glance

You see where every quote stands.

Your whole team on the same page

Everyone sees the customer's history.

Everywhere with you

On your computer and your phone.

You know where your customers come from

Facebook, your website, word of mouth.

Live simulation

A request comes in.Everything follows.

// Live

    Quick check

    Is itfor you?

    • You've already forgotten to call a customer back.
    • Your customer info lives in several places.
    • You send quotes without following up.
    • You have a team and everyone keeps their own notes.
    • You want to grow without keeping everything in your head.

    If even one of these sounds like you, a CRM will save you time and money.

    The setup

    What we set upfor you.

    Your sales board, built around the way you work

    Your customer records, with the full history in one place

    Automatic reminders and follow-ups

    Your Facebook forms and your website forms

    Mobile access for your whole team

    Connection to your current tools, directly or through Zapier

    We set up the GoHighLevel platform with its native tools and Zapier, with no custom software development. If your needs go beyond that, we tell you on the discovery call.

    Our packages

    Three packages,clear prices.

    Essential

    From $2,500

    Your customer records, your sales board, reminders, your forms, for 1 to 3 users.

    Complete

    From $3,500

    Everything in Essential, advanced automatic follow-ups, connections to your tools (QuickBooks, Facebook), for your whole team.

    Custom

    $4,000 and up

    Everything in Complete, connections to your other software through Zapier, several teams or several locations.

    • Plus $295/month: platform licence and support included. Usage fees (texts, emails, phone number) are billed at cost.
    • Payment in two instalments: 50% up front, 50% on delivery.
    • 30 days of adjustments included after launch.
    • The exact price is confirmed after the discovery call, based on what your business really needs.
    • Taxes extra.
    Book a discovery call

    The process

    Howit works.

    01

    Discovery call

    We look at how you work today, your tools and what gets in the way.

    02

    Proposal

    We tell you what we'll set up, the package and the exact price. No surprises.

    03

    Setup

    We put everything in place and bring over your current customers.

    04

    Launch and training

    We train you and your team, then fine-tune things for 30 days.

    Every business works its own way. Let's talk about yours.

    Common questions

    Your questions.Straight answers.

    Your business deserves a real memory.

    A discovery call, a clear proposal, and all your customers in one place.

    © 2026 Lumisys AI. All rights reserved. · Made in Québec ⚜️

    Book my demo