CRM systems your team will actually use

Buy first in most cases. A properly configured HubSpot or Salesforce usually covers standard sales and service processes better than something built from scratch, and a widely used product brings an established ecosystem, a documented support path and people who already know it. Building makes sense when your process is genuinely unusual, when the product forces a data model that breaks your business, or when the CRM has to live inside an application you already own.

It depends on how many objects, integrations and users are involved, and on how clean your current data is. We scope it after discovery and give you a written plan rather than a guess. You will see a working demo every week from the first sprint, so progress is visible long before launch. Request a quote and we will scope it properly.

Yes, and it is one of the most common starting points. We profile the spreadsheets first: duplicates, inconsistent naming, half filled columns, dates in three formats. Then we agree the rules for cleaning and merging, run a trial migration you can review, and only cut over once you are satisfied with the result.

Website and landing page forms, marketing and email platforms, accounting and ERP systems, support desks, calendars and phone systems. Many of these have supported connectors that we configure rather than code. Where no connector exists, or where the supported one does not carry the fields you need, we build the integration and monitor it.

By removing the reasons not to. That means fewer required fields, sensible defaults, automation that fills in what the system already knows, mobile access for people who work away from a desk, and reports managers genuinely use so the data has visible consequences. We train in small groups and stay available through the first weeks.

You do. Clients own all code, designs, accounts and IP produced by OlDevs, and CRM accounts are created in your organisation's name from the start rather than ours. Licences with the CRM vendor are held by you directly. If you move to another agency later, nothing has to be untangled or handed back.

Yes. The studio is in Vancouver, British Columbia and we serve clients elsewhere remotely, with video calls scheduled in your time zone and on site visits when the work calls for it. We can also work bilingually in English and French where your users, records or reporting require it.