CRM setup for Alberta small businesses

Spreadsheets, sticky notes and a crowded inbox make it easy for leads to slip. I set up a CRM around how your business already works, clean up your contacts, and connect it to your forms and email, so follow-ups happen without you chasing them.

Fixed price: $1,875 CAD (CRM Setup Starter), ready in about three weeks. No GST is added. You know the cost before we start.

What's included

  • One sales pipeline built around your real steps, from new enquiry to won job
  • Up to 3 users set up
  • Your existing contacts cleaned (duplicates merged, stale entries removed) and imported
  • Your website form and email connected, so new enquiries arrive in the CRM on their own
  • 3 automations of your choice, such as new-enquiry alerts, quote follow-up reminders and task creation
  • A 60-minute walkthrough for you and your team, on your real daily tasks
  • 2 weeks of support after handover: any issues that come up are fixed at no charge

Who it's for

Alberta small businesses (service companies, clinics, contractors, professional practices) that are outgrowing spreadsheets or have a CRM nobody uses.

What I need from you

Your current contact list, a short description of how an enquiry becomes a paying customer, and about two hours of your time over the project.

How it works

  1. 1

    Free 20-minute CRM Check. We talk through how enquiries reach you today and what a CRM should do for you.

  2. 2

    Fixed-price proposal. You get a written scope and a 50% deposit starts the work.

  3. 3

    Build and import. I set up the pipeline, import your data and connect your tools.

  4. 4

    Walkthrough and support. Your team learns on real tasks, and any issues in the first 2 weeks are fixed at no charge.

Good to know

  • CRM licences (such as HubSpot or another provider's monthly fee) are paid directly to the provider and are not included.
  • Larger setups (more users, more pipelines, accounting or inventory integrations) are quoted after the CRM Check. Extra work outside the package is $150/hour.
  • I work from Edmonton, on site around Edmonton and Sherwood Park, and over video across Alberta.

FAQ

Which CRM will you use?

The one that fits your business. If you already have one, I'll usually work with it rather than starting over.

How long does it take?

About three weeks once I have your contact list.

What if my team doesn't use it?

That's the most common reason CRMs fail, so the walkthrough is built around your real daily tasks, and I check in during the 2 weeks after handover.

Do I need to clean my data first?

No. Cleaning and importing it is part of the package.

Can you help after the first 2 weeks?

Yes. Ongoing support is quoted for your project.

Is my data safe?

RosaAI doesn't sell your personal information and only shares it with service providers who agree to keep it confidential. Before I build anything, I'll tell you which accounts and data the automation needs access to. See our Privacy Policy for details.

Fixed price: $1,875 CAD (CRM Setup Starter), ready in about three weeks. No GST is added. You know the cost before we start.