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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 from CA$299, 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.
Who 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 will pay for itself in recovered leads.
| Sign | What it costs you today |
|---|---|
| Leads arrive by phone, form, chat and social | Some are never logged anywhere |
| More than one person handles enquiries | 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.
| 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 | 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. We do not resell subscriptions or take commission.
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 and we do not earn commission, 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, from CA$299.
- CRM IntegrationsForms, chat, booking, phone and ad lead forms feeding your CRM with the source recorded, from CA$99.
- 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, next actions and stuck-lead alerts built into your CRM, from CA$299.
- Lead Follow-Up AutomationInstant reply, reminders and hand-off rules so no enquiry sits unanswered, from CA$149 one-time.
Guides
Industries
Manage it. With crm for small business.
Configure a website in minutes, or ask for a written quote. Quotes arrive within two business days.
