+2,900%
Bow City Storage
ROAS increase of 2,900% in addition to a 33% CTR increase.
Zoho CRM Implementation Agency Toronto
CRM implementation that simplifies sales and marketing.
We set up and customize your CRM to centralize leads, automate follow-ups, and give your team full visibility into the customer journey.
-
Pipeline
configuration -
Custom fields
& playbooks -
Team
training -
Ongoing
optimization
Platforms
Zoho, HubSpot, Salesforce
Client rating
Google 4.8 ★ · Clutch 4.4 ★
Engagement
Discovery to optimization
Strategy session
Free 30-minute strategy session
Real results
Real performance. Measurable growth.
Bow City Storage
6%
Harmony Resorts
Harmony Resorts reported a 6% conversion rate and an increase in ROAS of 74%.
+41%
Ontario Business Central Inc.
A 41% increase in revenue along with an efficient 16% increase in ROAS.
$420K
Spieth America
From zero to $420K in online sales within 10 months.
Our approach
CRM Implementation.
If your organization has a sales department with at least five reps, odds are you’re already using a customer relationship management tool. These tools let sales teams manage their opportunities and close more business efficiently.
Modern CRM platforms let you build custom playbooks and automation so every rep follows your sales process. That capability is what has allowed a great many organizations to scale quickly and predictably rather than heroically.
At Consultus Digital we immerse ourselves in your sales department to understand your processes, your tech stack, and your growth objectives, then implement the CRM that meets those needs. Our specialists work across the platforms built for small and mid-sized companies, with Zoho CRM as our primary implementation, alongside HubSpot and Salesforce.
Choosing the right platform is only half the battle. Most CRMs arrive as an out-of-the-box solution that needs custom configuration to be worth anything. An overwhelming number of businesses pay well for a CRM and never configure it, which costs them opportunity and revenue quietly, month after month. Configured properly, the sales process becomes hard to get wrong, and the close rate follows.
The engagement
Every step of the implementation.
Our team works with your organization through the full process rather than handing over a subscription and a login.
Discovery
We start by learning how your sales team actually works today, not how the process is documented.
That covers your existing tech stack, your handoffs between marketing and sales, and the growth objectives the system has to support.
Implementation
We configure the platform to your business rather than to the vendor’s defaults.
Custom fields, pipeline stages that match your real sales cycle, playbooks, and the automation that makes sure every rep follows the same process without having to remember it.
Onboarding and training
A CRM nobody uses is worse than no CRM, because it produces confident reporting on incomplete data.
We train the team on the configuration we built for them, so adoption happens in the first weeks rather than never.
Optimizing
Once the system is live and being used, we keep refining it.
Reports get tuned to the questions leadership is actually asking, and the automation gets adjusted as the sales process changes.
CRM, explained
What is a CRM?
Customer relationship management goes beyond a technology purchase. It’s a strategy that includes implementing the right tool for nurturing leads and relationships, from the start of the sales cycle through to maximum lifetime value.
CRM software is the core tool salespeople use to manage leads and opportunities through that cycle. On one platform, whether Zoho, HubSpot, Salesforce, or another, you manage every interaction with current and potential customers and optimize their experience.
For small and medium-sized businesses in Toronto with a sales force, a CRM is essential to scaling in a competitive market. Turning leads into customers is the job, and the CRM is where that work gets tracked, reported, and improved.
The right implementation strategy lets you gather genuine insight into shopping habits and preferences, purchase motivations, and movement along the funnel. With that data you can tailor sales and marketing to improve the experience and keep customers rather than replace them.
The advantages
What are the benefits of a CRM?
At its core, implementing a CRM for lead management is about improving customer relationships. From the moment someone interacts with your brand, you want them in view and their movement along the funnel tracked, so you can see their habits, find where they stall, and act on it.
01 / Service
Excellent customer service
When everyone who talks to customers works from the same record, nobody has to ask a customer to repeat themselves. Tracking demographics, purchases, and messages across channels enables real segmentation and personalized service.
02 / Revenue
Increased sales
Better service leads to more sales. A CRM supports the pipeline by automating tasks, enabling reporting and forecasting, and putting customer analytics in a single database, which is what lets you improve the process rather than argue about it.
03 / Retention
Increased customer value
A CRM lets you build and strengthen the funnel over time to drive repeat purchases and loyalty. With a centralized database and marketing automation, relationships keep developing through ongoing support and behavior tracking.
04 / Nurturing
Effective lead nurturing
Good nurturing depends on sales and marketing seeing the same lead. With one platform for visualizing the journey and tracking leads, workflows between team members get tighter and the customer sees a consistent experience across every channel.
05 / Foresight
Automated reporting and forecasting
A well-implemented CRM generates automated sales reports with detailed customer analytics and team performance. That data reveals the trends behind accurate forecasting, which is what makes next quarter’s targets more than a guess.
1/5
Who needs one?
Does my business need a CRM?
Short answer: yes. Every business, whatever its size and industry. Implemented well, a CRM provides the customer data you need to optimize the buyer’s journey from lead management through conversion and repeat business.
Even the basic step of adopting software like Zoho, HubSpot, or Salesforce tends to lift sales and customer satisfaction, because every lead and customer conversation finally lives in one place. That is why a CRM sits at the center of how growing companies plan and hit their targets.
01 / Database
Complete lead management
A CRM maintains a complete record of every potential and current customer: their purchases and preferences, contact details, and engagement across every marketing channel you run.
02 / History
Centralized communication
Manage every customer conversation on one platform. Whether by phone, email, social, or support chat, the CRM keeps a complete interaction history, which is what makes both customer success and team productivity possible.
03 / Teamwork
Marketing and sales alignment
The whole team can reach the same customer data, track progress, and collaborate on reporting. That cohesion through the sales process is usually worth more than any individual feature.
04 / Growth
Scalability
CRMs scale with you. Add new metrics and channels as the business grows to inform forecasting, future strategy, and retention work, without rebuilding the system every time something changes.
Client ratingGoogle 4.8 ★ · Clutch 4.4 ★
Why it matters
Why is a CRM system important?
If you could find out what drives customers to buy and how to shape their experience, you would want to know. Good decisions and lasting loyalty come down to meeting needs at every stage of the journey, and a CRM is what makes those stages visible.
What a well-implemented CRM lets you do
- Learn what customers actually want. Their needs, behaviors, and preferences, gathered as a by-product of the work rather than through a survey exercise.
- Launch and optimize sales channels. Inbound and outbound, e-commerce, referrals, and repeat purchase, each measured properly instead of lumped together.
- Track and manage leads. See exactly where someone is in the funnel and what happened last, so nurturing is informed rather than generic.
- Inform strategy. Marketing and sales plans, key messages, and campaign development, all built on what the data says rather than on what the loudest person in the room believes.
Mapping that information against the journey is what lets you spot bottlenecks and remove them. With a CRM optimized for lead management, you can recognize each customer’s value, respond to their needs, and build on the relationships that are already working.
Choosing an agency
What to look for when hiring a CRM implementation agency.
Anyone can install CRM software. It takes experts to implement a program around it. Beyond the software, implementation is a complete strategy for reimagining your sales process, starting with a full view of the customer journey.
01 / Knowledge
Expert knowledge
Choose an agency with real depth on the available platforms, implementation processes, features, and scalability. They should be able to tell you which CRM genuinely fits your business, goals, industry, and required customizations, including when the answer is not the one they sell most of.
02 / Track record
Proven platform experience
Ask to see live implementations on the platform you are choosing, and speak with businesses still using what the agency built. Zoho, HubSpot, and Salesforce all run partner programs, but working systems are the clearest proof of technical capability.
03 / Commercial
Marketing and sales expertise
To optimize the customer journey, an agency first has to understand customers. Partner with one that is experienced in building a sales funnel, not just in configuring software, because the configuration is downstream of the process.
Why us
Why choose Consultus Digital for CRM implementation?
Zoho CRM is our primary platform
Zoho CRM is the platform we implement most, alongside HubSpot and Salesforce. We know where its defaults fall short and which configuration choices hold up as headcount and deal volume climb.
Built by marketers
Consultus Digital has managed $42M+ in media for its clients, so we set up the CRM to show where every lead came from and which campaigns turn into closed revenue.
Clients stay with us
We keep 97% of our accounts. That comes from staying involved after go-live, when the real questions about the system start.
One team after launch
When you are ready to act on the data, the same team handles marketing automation, sales enablement, and attribution, so nothing gets lost in a handoff between vendors.
The wider growth system
What other services complement CRM implementation?
A CRM is the record of the relationship. These are the systems that fill it and act on it.
01 / Nurture
Marketing Automation
The CRM holds the data; automation acts on it. Lifecycle flows, lead scoring, and nurture sequences are what turn a contact record into a conversation at the right moment.
02 / Adoption
Sales Enablement
Playbooks, dashboards, and onboarding are what make the configured system stick with the people using it every day. Enablement is where CRM investment either converts into behavior or doesn’t.
03 / Measurement
Analytics and Attribution
Connecting campaign data to closed revenue in the CRM is what finally answers which marketing actually produced the sale, rather than which channel got the last click before it.
Client Testimonials
What clients had to say.
Here’s what businesses say about working with Consultus Digital.
My firm, KASE Insurance Inc., has partnered with Consultus Digital two years ago. At that time we had no online strategy. The team have helped us rebuild our website and created an SEO strategy that has provided us with 150% ROI! Consultus Digital has an amazing customer service team and they truly care about their clients and delivering on their promises. I strongly recommend the Consultus Digital team to all my friends and clients.
Stanislav KojokinCEO, KASE Insurance
Google review
The team at Consultus Digital won our business due to their thorough assessment and realignment of our digital sales and marketing strategy. Within only a few weeks of partnering with them, we increased our inbound leads significantly by reconfiguring the user experience of our website.
Helen StergiouPartner, The Office Shop
Case study
I began using Consultus Digital in January of 2022 after being with a competitor for many years. The team at Consultus Digital has helped us to increase revenues over the last number of months and has brought new engaging ideas to increase our exposure within our market. They are a great team who do amazing SEO, Google ads and CRO. Highly recommend.
Laura HarveyCEO, Ontario Business Central Inc.
Case study
Such a great team to work with! Created an amazing new website for us along with managing all our paid digital ads each month.
Melissa GrahamManager, Orr Insurance
Client quote
As the VP of both Sales and Marketing for one of Canada’s largest electronic recycling companies, I wear many hats. I rely on the team at Consultus Digital to act as my outsourced, internal marketing team. Over the past 3 years, they’ve provided our company everything from website development to social media management. I would highly recommend the team at Consultus Digital to any business looking for a partner in navigating the complex world of digital.
Tricia OldfieldVice President, eCycle Solutions
Client quote
Consultus Digital has looked after our website, search, social and paid media since 2021. What sets them apart is that they care about what happens after the lead comes in, not just how many come in. When something needs attention, they’re on it.
Joseph ZayounaFounder & Managing Partner, Zayouna Law Firm
Client quote
Working with Consultus Digital over the last year has allowed us to scale our online business significantly. We’ve learned so much in the short time working with them about our business that we’ve not only been able to apply to our digital marketing efforts but other aspects of our business. We continue to be impressed with their new innovative way of thinking in the search space, which included one of the best digital reporting dashboards I’ve seen in 17 years of digital marketing.
Victoria BuottDirector of Marketing, Spieth America
Case study
Extremely happy with the overall experience working with Consultus Digital. I had the pleasure of working with Mo. Everything Mo said he was going to do, he did! We worked with Consultus Digital on a new website. Mo and the team brought our website from 2012 into 2024. Mo offered suggestions on the ways customers interact with websites, what works well, what doesn’t work well and ultimately we ended up with a very professional modern website. I would 100% recommend the Consultus Digital team!
Dean ArnillWestern Asphalt Products
Google review
1 / 8
Claim your free 30-minute strategy session
Stop paying for a CRM nobody configured.
Discovery, implementation, training, and ongoing optimization, built around how your team actually sells. Contact us today and find out how we can help your business grow.