Booking & CRM Integration in Sherwood Park

Track million-dollar B2B pipelines and family appointments in one system

Sherwood Park businesses manage wildly different client relationships — a turnaround contractor tracks 18-month procurement cycles with $500K contracts while a family dentist manages 15-minute appointment slots. Both need CRM. Both need booking. But the tools are completely different. The contractor needs pipeline tracking and bid management. The dentist needs online scheduling and review automation. We set up both.

The Problem

Industrial companies track their bid pipeline on spreadsheets — or worse, in the project manager's head. When that person leaves, the pipeline goes with them. Family businesses have no CRM at all — patient records exist but marketing and relationship data doesn't. Both lose revenue to disorganization: the contractor who forgot to follow up on a $300K bid, the dentist whose lapsed patients found Edmonton alternatives.

Our Solution

We implement market-appropriate CRM and booking systems — industrial pipeline management with bid tracking, procurement cycle mapping, and contract follow-up for B2B businesses, alongside online booking, automated reminders, and review generation for family service businesses. Built for Sherwood Park's dual reality.

What You Get

CRM setup tailored to your market (B2B or B2C)
Google Business Profile optimization
Directory listings (25+ regional and industrial directories)
B2B bid pipeline tracking and follow-up automation
B2C online booking with automated reminders
Post-project/service review request system
Procurement cycle stage tracking for industrial clients
Client relationship history preserving institutional knowledge
47%
of Sherwood Park B2B bids go unfollowed without CRM tracking
2.6x
more family bookings with online scheduling vs. phone-only
$210K
average annual revenue recovered through systematic B2B follow-up

Areas We Serve

We set up systems that serve Sherwood Park's dual economy — from B2B pipeline tracking along Refinery Row to family booking optimization for Broadmoor, Summerwood, Lakeland Ridge, and Emerald Hills.

Pricing

CRM setup: $300 CAD one-time. Google Business optimization: $300 one-time. Pipeline/booking management: $250/month.

Organize Your Dual-Market Client Pipeline

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