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CRM Consulting

Implement a CRM to empower and enable your staff to sell more.
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tbk advises and implements leading Client Relationship Management (CRMs) software into its client’s sales processes. Whether implementing and configuring a standalone system or syncing multiple systems together, tbk can provide your company with a modern CRM that is replete with utility.

With over a decade in business, 10+ developers, and over 200+ platforms built, tbk can help select and integrate or build the right CRM solution for your company.

94%

Client Retention Rate

10+

Years in Business

10+

Developers

6x

Top Web Design Provider in London, ON (Consumer Choice Award)

200+

Websites & Platforms Built

40+

International Web & Digital Marketing Awards

Types of Services

Auditing

tbk can audit your current operations and provide CRM software solutions recommendations.

Implementation

tbk can work with leading CRM software solutions and integrate the right one into your company’s operations.

Integrations

tbk can perform integrations amongst your critical business systems to improve your overall operations.

Staff Training

tbk can onboard and train your staff on the new CRM solution as well as provide ongoing support, making way for a smooth and empowered transition to your new platform.

CRMs We Work With:

Why Hire tbk?

At over 30 staff, tbk is comprised of technology specialists (i.e., over 10 software developers) as well as marketing and business consultants who have the experience to make practical recommendations from an 360-degree point-of-view.

At over a decade in business, tbk’s staff make up over 200 years of experience.

Awards & Accolades 

Stages of a CRM Consulting Project

  • 0 Discussion (Book a Call)
  • 0 tbk Prepares a Plan / Statement of Work
  • 0 Client Approves Project
  • 0 Audit, Research & Consulting Occurs
  • 0 Development & Integrations if Applicable
  • 0 CRM Software Updates & Integrations Completed
  • 0 Onboarding & Training the Client's Staff
  • 0 Project Completed
  • Ongoing Consulting & Enhancements as Needed

Our Reputation

Google Reviews

4.6

23 Reviews

Client Retention

96%

Thanks to you and your team for making this dream come true!

I wanted to share with you the incredible impact our new portal has had on our operations. First: Parents love it! All the information is in one place and the fact that it is bilingual reflects our true values. It takes parents less than 15 minutes to fill out a registration form comfortably from home. Once they have an account, it is easy for them to add another child. They can also find all the necessary resources in their account such a Parent Guide, Menus, etc. Second: Our operations have also benefited greatly from it. Because parents have to fill out all the required information online in order to register, all the forms we receive are complete. We can also manage different lists based on the data we have in the portal which is very valuable to us. The process is simplified and all needed information is now on one form. Thanks to you and your team for making this dream come true!

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Melissa McInerney Headshot

Melissa McInerney

CEO