Turn Conversations IntoConversions.
We set up your Customer Relationship Management (CRM) system and automate follow-ups—so no lead slips through the cracks.
From setup to integration, we connect your marketing, sales, and operations into one organized system that saves time and drives revenue.
Request a CRM Setup Consultation
Our Six-Pillar CRM Implementation Framework
Six proven pillars that form the foundation of every successful CRM setup and automation we deliver.
Needs Assessment & System Design
What We Do:
We learn how your business attracts and manages leads to design a CRM structure that fits your workflow perfectly.
Why It Matters:
Every business is different—your CRM should work with your process, not against it.
How We Do It:
Process mapping, workflow analysis, system architecture design.
Integration & Connection Setup
What We Do:
We connect your forms, ads, email, and website into one organized pipeline that captures every lead automatically.
Why It Matters:
Seamless integration ensures no lead falls through the cracks between systems.
How We Do It:
API connections, form integrations, multi-channel data sync.
Automation & Workflow Creation
What We Do:
We build automated follow-ups, reminders, and notifications that keep prospects engaged without manual effort.
Why It Matters:
Automation reduces response time and ensures consistent communication with every lead.
How We Do It:
Email sequences, task automation, notification systems, lead scoring.
Pipeline & Lead Management
What We Do:
We create a clear sales pipeline that tracks every opportunity from first contact to close with full visibility.
Why It Matters:
Pipeline transparency helps you forecast sales and identify bottlenecks before they cost deals.
How We Do It:
Pipeline design, stage definitions, opportunity tracking, conversion analytics.
Reporting & Analytics Setup
What We Do:
We build custom dashboards and reports that show real-time data on lead flow, conversion rates, and campaign performance.
Why It Matters:
Data-driven insights help you optimize your marketing spend and improve conversion rates.
How We Do It:
Custom dashboards, automated reports, performance tracking, ROI analysis.
Training & Optimization
What We Do:
We train your team on system usage and continuously optimize workflows as your business grows and evolves.
Why It Matters:
Proper training ensures adoption and ongoing optimization maximizes your CRM investment.
How We Do It:
Team training, workflow optimization, system updates, best practices.
CRM Setup Process
Whether you use HubSpot, Pipedrive, Zoho, or a custom North Via Tech system—we make it work for you.
Discovery & Planning
Analyze your current lead flow, identify integration points, and design your CRM architecture.
Setup & Integration
Build your CRM system, connect all data sources, and create automated workflows.
Workflow Creation
Develop automated follow-up sequences, notifications, and lead nurturing campaigns.
Training & Refinement
Train your team, monitor performance, and optimize based on real usage data.
This systematic approach means your CRM works efficiently from day one—even as your business grows and evolves.
You'll never wonder what happened to a lead again.
Our Promise
We design and implement a CRM that fits your workflow, automates your follow-ups, and gives you full visibility into every customer interaction. You'll have complete confidence that no lead will slip through the cracks.
Real Results
"Businesses that automate follow-ups convert up to 40% more leads with the same ad spend through consistent, timely communication."
"Finally, we know exactly where every lead stands. No more guessing or missed opportunities."— Business Owner