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CRM for small business: one place where every lead and customer lives
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The short answer
A CRM is the system where every lead, customer, conversation and job lives, so nothing depends on one person's memory or inbox. Redenn sets up an off-the-shelf CRM around your pipeline, connects your website, chat and phone to it, and builds a custom CRM only when a product genuinely does not fit.
What changes
- Any team member can see a customer's history before picking up the phone
- Leads have an owner and a next action, so fewer slip through
- Quotes, jobs and follow-ups are visible in one list instead of three inboxes
- Reports on where customers come from are possible for the first time
What is included
- A recommendation: off-the-shelf CRM, configured, or custom build, with reasons
- CRM Setup: pipeline, fields, users, forms and phone feeding it
- CRM integration for website forms, chat, booking and ad lead forms
- Contact import from spreadsheets, email or an old system
- Team training session and a one-page guide
- Follow-up automation as an option
How it works
- 01
Fit
We look at how you sell and deliver and recommend an off-the-shelf CRM or, rarely, a custom build.
- 02
Set up
Pipeline, fields and users configured; contacts imported; sources connected.
- 03
Train
A short session with the people who will use it every day.
- 04
Review
After a month, we look at what is being used and fix what is not.
What it costs
from CA$299
A CRM configured for your pipeline, with forms, chat and phone feeding it.
Prices are in Canadian dollars and exclude taxes. Any tax that applies is shown separately on your invoice.
Full price listWho this is for
Businesses where more than one person talks to customers, or where a sale takes more than one conversation: realtors, mortgage brokers, renovators, immigration consultants, HVAC companies, accountants. If you have ever lost a lead because it was in someone else's phone, this is for you.
A one-person business with a handful of customers a month does not need a CRM yet. A good spreadsheet and the Lead Follow-Up Automation cover it until volume grows.
Do you need a CRM?
If three or more of these are true, a CRM is likely worth setting up.
| Sign | What it costs you today |
|---|---|
| Leads arrive by phone, form, chat and social | Some are never logged anywhere |
| More than one person handles inquiries | Two people call the same lead, or nobody does |
| Quotes take days or weeks to close | Follow-ups depend on memory |
| You cannot say which channel brings customers | Marketing spend is a guess |
| Repeat customers are not contacted | Easiest revenue is left on the table |
Off-the-shelf or custom
Almost every small business is best served by an established CRM configured properly. A custom CRM is for the few whose process is genuinely unusual and central to how they make money; the Custom CRM page has the fit test we apply.
Prices are in Canadian dollars and exclude taxes. Any tax that applies is shown separately on your invoice.
Usage (AI, call minutes, SMS, email) is billed by each provider directly to your own account; none is included in our prices. Ask about a trial period to see your real usage first.
| Option | Redenn price | Ongoing | Best when |
|---|---|---|---|
| Off-the-shelf CRM, configured | CRM Setup from CA$299 | Vendor subscription, paid to the vendor | Your process fits a standard pipeline, which is most businesses |
| Off-the-shelf plus integrations | Setup from CA$299 plus integration from CA$99 | Vendor subscription | Several lead sources need to feed one system |
| Custom CRM | Quote | Redenn Dynamic hosting CA$49/month or Pro Managed CA$99/month, plus usage billed by each provider to your account | The process is unusual and central, and products force compromises |
Limitations and honest notes
A CRM only works if the team uses it. Setup includes training, but the habit is yours to enforce; we will tell you after a month if the data shows it is not being used.
Vendor subscriptions are paid to the vendor and vary by plan and seat count.
Customer records are personal information under PIPEDA or provincial law. Access controls and a retention rule are part of setup; the privacy policy is your responsibility.
Questions
Which CRM do you recommend?
It depends on your pipeline, team size and the tools you already pay for. We are not tied to a vendor, so the recommendation is about fit.
Can a CRM replace my spreadsheet?
Yes, and the spreadsheet is usually the starting import. The difference is that a CRM gives every record an owner, a stage and a history.
What happens to my existing contacts?
They are cleaned and imported as part of CRM Setup, with duplicates merged and consent status recorded where you have it.
Is a CRM the same as automation?
No. The CRM stores and organizes; automations act on it. Lead Follow-Up Automation from CA$149 is the usual first addition.
Related
Services
- CRM SetupPipeline, fields, users, lead sources and contact import configured in your CRM.
- CRM IntegrationsForms, chat, booking, phone and ad lead forms feeding your CRM with the source recorded.
- Custom CRMA CRM built for a process no product fits, on Next.js and Supabase, quoted per project after a fit test.
- Lead PipelineStages, owners and next actions built into your CRM, with stuck-lead alerts as an automation add-on.
- Lead Follow-Up AutomationInstant reply, reminders and hand-off rules so no inquiry sits unanswered.
Guides
Industries
Manage it. With crm for small business.
Tell us about your business and what you want more of. A written, fixed-price proposal follows within two business days.