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Zavyans
Sales and marketing analytics dashboard on a laptop, Montreal

Automation

CRM & Marketing Automation in Montreal

A CRM configured around your actual sales process, with automated follow-up so no enquiry sits untouched for more than a few hours.

Quick Answer

ZAVYANS provides CRM & Marketing Automation for businesses in Montreal, remotely from our offices in Islamabad and Arlington, Virginia, with calls in your business hours. The work typically covers CRM setup & configuration, automated follow-up sequences and team training, with reporting and invoicing in CAD. It starts with a free proposal call.

Why Montreal businesses work with us

Calls in your business hours, across Canadian time zones

Projects scoped around how Montreal businesses actually work

One team for marketing, websites and software, instead of separate vendors

Invoicing in CAD, with written weekly updates

Why businesses lose leads without a CRM

Most businesses run leads through WhatsApp, a spreadsheet and someone's memory. It works until volume grows, and then enquiries get answered late, followed up once, or not at all. A CRM does not create leads on its own, but it stops the ones you already pay for from leaking away.

We set up CRMs that match how your team actually works, with automated follow-up sequences so no enquiry sits untouched for more than a few hours.

What's included

Automated follow-up sequences

Emails, SMS or WhatsApp messages triggered automatically so leads are never left waiting.

CRM setup and configuration

A CRM chosen and configured to match your sales process, not a generic template.

Pipeline and stage tracking

A clear view of every lead's stage, so nothing is forgotten between first contact and close.

Team training

Making sure your sales team actually uses the system day to day.

Lead capture integration

Forms, ads, WhatsApp and your website connected so leads land in one place automatically.

Reporting dashboards

Real numbers on response time, conversion rate and where leads are being lost.

Doing business in Montreal

Montreal is Canada's second-largest city and a bilingual market, strong in aerospace, AI research and video game development. Quebec's language law requires French in most commercial advertising, so campaigns here are planned with French versions from the start.

Automation that saves time, not just looks busy

We build sequences that do what a good salesperson would do anyway, a fast first reply, a follow-up if there is no response, a reminder before an appointment, so your team spends time on conversations that need a human.

Areas of Montreal we cover

CRM setups are mapped with your team over video and rolled out remotely. We work with sales teams across Montreal, including:

  • Downtown Montreal
  • Old Montreal
  • Mile End
  • Griffintown
  • Laval
  • Longueuil

We work remotely, so where you're based in Montreal doesn't change how the engagement runs.

Who we help

Real estate agencies

Tracking enquiries across multiple projects without leads falling through the cracks.

Clinics and labs

Booking and follow-up automation that reduces no-shows.

Service businesses

Quote and follow-up sequences that speed up the sales cycle.

Growing sales teams

A shared system that keeps everyone working the same pipeline.

How we work

  1. Step 1

    Audit

    We review what you have today against the result you actually want.

  2. Step 2

    Build

    Tracking, creative, pages or systems go in before spend or launch.

  3. Step 3

    Launch and test

    Work goes live and is tested in rounds with a clear weekly read-out.

  4. Step 4

    Grow

    Budget and effort follow what is actually producing results.

Frequently asked questions

Do you have an office in Montreal?

No. We serve Montreal businesses remotely from our offices in Islamabad and Arlington, Virginia, with calls in your business hours and written weekly updates.

Which countries do you work in?

We work with clients across Pakistan, the United States, the United Kingdom, Canada, Australia, the UAE and Saudi Arabia.

Can you automate WhatsApp follow-up?

Yes, where the platform supports it, we set up automated WhatsApp sequences alongside email and SMS.

Which CRM do you recommend?

It depends on your size and budget. We recommend and set up the tool that fits, rather than pushing one platform for everyone.

How do projects run with a Montreal business?

Scope, milestones and price are agreed in writing first. Work then runs in short cycles with demos over video, so you see progress every week or two.

How long does setup take?

A standard setup takes 2 to 4 weeks depending on how many lead sources need connecting.

Why choose ZAVYANS for CRM and automation?

We configure the CRM around your actual sales process and build follow-up sequences that replace manual admin, rather than adding another dashboard nobody checks.

Will my team actually use it?

Training is part of the engagement, and we design the workflow to be simpler than what your team uses today.

Related services in Montreal

CRM & Marketing Automation in other Canadian cities

Let's build something

Ready to grow with CRM & Marketing Automation in Montreal?

Tell us what you're trying to grow. We'll come back with a plan, not a sales pitch.

or email info@zavyans.com