CRM Platform North Bay

Stop Letting Leads Slip Away

CRM Platform North Bay—Do you ever lose track of leads, forget follow-ups, or struggle to keep customer data organized? You’re not alone. PM Consulting’s local CRM platform fixes these issues, helps you close more sales, and gives you back time to focus on your business.

Common CRM Pain Points We Solve

  • Leads get lost in emails, sticky notes, or spreadsheets

  • Sales team wastes time on manual follow-ups

  • Missed appointments or double-bookings frustrate customers

  • No clear view of your sales pipeline or marketing results

  • Struggle to integrate website forms, phone, and email into one place

If any of this sounds familiar, our CRM Platform is built for you.

Why Choose PM Consulting’s CRM Platform?

Local Expertise, Real Results

  • We’ve set up CRM systems for 100+ Northern Ontario businesses across construction, trades, retail, service, and professional sectors.

  • Our team is based in North Bay—you get in-person support, not a faceless helpdesk.

Easy Setup and Ongoing Training

  • You don’t need to be tech-savvy. We do all the setup and onboarding.

  • Onsite or remote training, plus recorded tutorials for your team.

No Long-Term Contracts

  • Use the CRM month-to-month. Upgrade, downgrade, or pause anytime—no risk.

What Does Our CRM Platform Actually Do?

  • Captures every lead: Website forms, phone calls, chat, and social—nothing falls through the cracks.

  • Automates follow-ups: Set rules for emails, texts, and call reminders. Book more appointments, nurture more leads.

  • Pipeline management: Visual dashboards make it easy to see where every lead is in your process.

  • Contact management: Store every detail, note, conversation, and document in one place.

  • Booking & reminders: Syncs with Google Calendar, sends appointment reminders to clients.

  • Analytics: Real-time reports show which marketing brings in the best leads and what sales are closing.

Features That Matter

Feature Benefit
Multi-channel Capture Website, chat, phone, social, forms—all in one CRM
Automated Follow-Ups Save hours every week, never forget a lead
Calendar Integration Bookings, reminders, and confirmations, automated
Custom Pipelines Tailored for your sales process
Team Collaboration Assign tasks, share notes, track progress
Mobile Access Manage sales from any device, anywhere
Secure Data Storage Your data is encrypted and always backed up
Local Support Real help from North Bay experts

How It Works: Our Simple, Proven Process

  1. Book a Free CRM Demo: See the platform in action and ask questions.

  2. Setup & Data Import: We migrate your contacts and set up your sales workflows.

  3. Team Training: In-person or remote—get everyone up to speed fast.

  4. Ongoing Support: Unlimited Q&A, help with automations, and quarterly check-ins.

Who Is This For?

  • Contractors, trades, and home service pros

  • Retail stores and showrooms

  • Professional services: real estate, insurance, finance, law, consulting

  • Any North Bay business that wants more sales with less admin

Real Results from North Bay Businesses

“We used to miss out on leads and lose track of who we followed up with. Since moving to PM Consulting’s CRM, we doubled our booked jobs and have total visibility.”
— Mike R., Renovation Contractor, North Bay

“The training was clear, the system is easy to use, and I love that support is local. Couldn’t be happier.”
— Sarah B., Insurance Agent

Frequently Asked Questions

How easy is the CRM to use?
It’s designed for small business teams. Drag-and-drop pipelines, simple contact management, and clear reports—no confusing features you’ll never use.

Can I migrate from my old CRM or spreadsheet?
Yes—we handle all data importing and make sure nothing is lost.

What integrations are included?
Google Calendar, Gmail/Outlook, website forms, Facebook lead ads, SMS, and more.

Is my data secure?
Yes. All data is encrypted, stored on Canadian servers, and backed up daily.

What does it cost?
Plans start at $297/month. Includes setup, onboarding, and unlimited support.

Is there a contract?
No contracts. Month-to-month service with the freedom to change or cancel anytime.

Related Services

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Ready to Get Organized and Close More Sales?

Call 705-996-6548 or book your free CRM demo today.
Experience the CRM Platform North Bay business owners rely on.

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