Basic CRM Setup in Vancouver

Keeping track of leads, follow-ups, and client details shouldn’t be complicated. At Transparent Marketing, we help you set up a simple, easy-to-use CRM system that organizes your contacts and keeps your sales process on track. You own the system, and if you ever want to move to something else down the line, we’re here to support that transition.

What Is a Basic CRM Setup?

A CRM (Customer Relationship Management) system helps you store and manage contact details, track leads, schedule follow-ups, and keep communication organized. Our setup is designed for small teams or solo business owners who need something clean, functional, and easy to use without overwhelming features or steep learning curves. We’ll build a system that fits your business, show you how to use it, and make sure it’s ready to support your day-to-day workflow.

Who Is a Basic CRM Setup For?

This is for businesses that are growing and need a better way to manage contacts, keep track of leads, or improve follow-up. If you’re juggling leads in your inbox or spreadsheets, a basic CRM will make life easier. It’s perfect for service-based businesses, consultants, or anyone wanting a better system without unnecessary complexity.

Illustration of a business owner organizing client and lead data using a simplified CRM interface

Our CRM Setup Process

We focus on clarity, simplicity, and giving you control. Here’s what our setup includes:

Discovery and Workflow Mapping

We learn how you handle leads now and identify what a better system should look like. This helps us design something that fits your exact process.

CRM Account Creation and Customization

We set up your CRM account, organize custom fields, and build simple pipelines or stages to reflect your customer journey.

Contact Import and Segmentation

If you have existing contacts, we’ll help you clean and import them. We’ll also organize your leads so they’re easy to find and follow up with.

Training and Documentation

We’ll walk you through how to use your CRM and provide guidance on how to maintain it going forward.

Why Choose Us for CRM Setup

A good CRM should make things easier, not more complicated. Here’s how we make sure you stay in control and get real value:

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You’re Not Locked In

We help you build a system that works for you now, but if you ever switch platforms, we can support the transfer of your data. You own it, not us.

Built for Your Workflow

Your CRM reflects the way you already work. We keep it simple, clean, and focused on what matters most.

Support Without the Overhead

You get expert setup and guidance, without being tied to a large agency or paying for features you’ll never use.

Room to Grow

We’ll show you how to add more automation or functionality when you’re ready, so your system grows with your business.

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Looking for More Than Just a CRM?

We also offer lead tracking, email automation, sales system development, and full outreach strategies. Whether you’re just getting organized or looking to build a fully automated pipeline, we can support your growth. Our services are designed to work together so your systems stay simple and effective. If you’re ready to scale with clarity, we’re here to help at every step.

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Ready to Get Organized?

If you’re tired of tracking leads in your inbox or forgetting to follow up, a simple CRM is the solution. Fill out the form below or reach out to get started with a setup that’s built around your workflow and backed by a team who respects your ownership and your time.

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