Quebec · Custom CRM · SMEs
Generic CRMs often impose their own logic on Quebec SMEs, which end up bending their process to the tool — or abandoning it. IA² builds a CRM around how you actually sell and follow up with customers, then automates your commercial cycle.
Serving SMEs across Quebec · On-site and remote implementation.
Context
A generic — or poorly configured — CRM often forces a process that is not yours. The result: leads and quotes still live in spreadsheets and inboxes, follow-ups depend on memory, and nobody has a reliable view of the next commercial action.
We start from your real commercial cycle before configuring or building anything. The solution depends on your process, your existing tools, your volume, your roles, your integrations and your business rules — not on a standard template.
Use cases
Generic situations — no client names, no invented figures.
An SME tracks leads and quotes in spreadsheets and inboxes.
A CRM with leads, contacts, companies, opportunities and quotes built around your real stages.
A single reliable source, a consolidated history and a clear pipeline view.
Follow-ups are forgotten and depend on individual memory.
Automated follow-ups and reminders based on your rules and opportunity age.
No more missed follow-ups, with human approval on important sends.
Emails and forms are not connected to commercial tracking.
Lead capture from your web forms and recording of email activity.
Every request is tracked in the CRM, with no re-entry.
Services
Configuration or development guided by your real commercial cycle.
A single, structured record of every relationship.
Deal and quote tracking through your real stages.
A complete history and follow-ups that never get lost.
Capture and filing of incoming requests and documents.
Shared visibility over the pipeline and next actions.
Who sees and edits what, with a traceable history.
Automated qualification, assignment, follow-ups and updates.
Connection to your tools through available APIs, without double entry.
Explore IA² expertise in consulting, acquisition and automation
Industries and teams
A tailored CRM works particularly well for organizations with recurring sales and service cycles.
Multi-stage sales cycles, quotes and recurring follow-ups.
Client intake, proposals and case tracking.
Requests, quotes and customer coordination to centralize.
Customer accounts, orders and after-sales service.
Prospecting, follow-ups and pipeline to structure.
Businesses receiving many requests and quotes.
Engagement
A progressive implementation, scoped by your real process.
A map of your real stages, roles and rules.
Leads, opportunities, quotes and activities adapted to your SME.
Qualification, assignment, follow-ups and automations.
Connection to your email, forms and existing tools.
Validation on your real data and edge cases.
Migration, team training and progressive go-live.
Control and safeguards
Your customer data stays yours. Role-based permissions define who sees and edits what, and every change is traceable — the CRM records history rather than overwriting it.
Automations keep human validation on sensitive actions. We describe integrations honestly: those available through an API, those to build custom, and the constraints of closed systems.
FAQ
No. Configuration or development depends on your process, your tools, your volume, your roles, your integrations and your business rules.
Not necessarily. We first assess whether your existing tools can become the base, better connected to your emails and forms.
Yes. A migration from your spreadsheets or current CRM is part of the implementation.
Yes. That is exactly our focus: SMEs that want a CRM that follows their process, not the other way around.
It depends on your process and integrations. We do not set a timeline without a prior analysis.
Describe your current commercial cycle and tools. We will see how a tailored CRM can structure it.