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We Help Tame The CRM You Have...

...Into The CRM You Always Wanted 

Whether it’s Salesforce, Pipedrive, Hubspot or a carefully stitched-together spreadsheet system, we help you simplify, making it easier to use & increasing performance.
  
We unlock your CRM’s full potential because a well-tuned CRM is your unfair advantage.

Your CRM is capable of more — and we can prove it.
 
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The Usual Suspects

Meet the culprits behind your CRM headaches. Which ones are on your payroll?

Data Everywhere

Contacts scattered across tools, Jon Vs Jonathan Vs John

Duplicate Records

Multiple versions of the same contact or company within the same system.

Leads Disappearing

New leads not making it to the right place or not getting followed up with in time.

System Running Slow

Every click feels like another spin on the circle of loading hell.

Too Many Fields

200 fields, 10 used, 0 understood.

Our Systems Don’t Talk

Data’s stuck in silos.

Workflow Tangles

Automations that automate confusion.

No CRM Playbook

Team’s guessing how to best use it.

Lists to Load

You have the names, they just need to get in clean.

Nobody Logs Anything

Important info rarely makes it into the system.

We Don’t Have The Right Dashboards

Missing key metrics and KPIs

New CRM

You bought the Ferrari, but it’s still in the crate.

Errors

Sync Errors, Integration Errors & Missing Data keep happening.

Not Yet Using AI

Don’t know where to start.

AI Results Are NOT Helpful

Feels like extra work instead of saving time.

Reports Lie

Pipeline math that would get you arrested in finance. Data entry is inconsistent, fields are a mess, and workflows aren’t enforced.

Changing Strategy

Mergers, product launches, market pivots… all require CRM reconfiguration to match the new reality.

Wrong Fit

Sales picked it. Marketing hates it. Features missing or workflow gaps showing. The DIY setup that worked for 5 people is now a bottleneck for 50.

Inefficiencies

Sales, marketing, or service teams are wasting hours every week fighting your CRM instead of selling or serving customers.

Gap for Internal Expertise

Your “CRM admin” is really a sales rep, marketing manager, or IT generalist juggling 10 other things.

Teaching Your CRM New Tricks

We cut through duplicate data, broken automations, outdated user habits, and the spreadsheet graveyard.
The result? A CRM your team can trust — and maybe even like.

CRM Tune-Up

Performance, usability, and adoption — all in one pass.

A CRM that’s up-to-date, well-structured, and easy to use is the difference between adoption and abandonment.
We cover the fundamentals and beyond:

  • Required system updates and performance checks
  • User management and permissions
  • New implementations and system mapping
  • Process documentation your team might actually read
  • Sales-friendly UI/UX adjustments overseen by an award-winning sales rep from one of Canada’s big 5 banks

Whether you’re rolling out a new system, mapping processes, or just keeping everything humming, we make sure your CRM runs smoothly and your team can work without friction.

Data Refresh

Data you can trust, every time you open your CRM.

Over time, even well-managed systems collect clutter. Bad Data is expensive. We make your data crisp again by:

  • Filling in missing key details
  • Standardizing formats and fields
  • Removing duplicates and bad records
  • Uploading lists clean and ready to use

Your CRM should be as fresh as the day it launched. After Data Refresh, it will be.

 

Reports & Dashboards

Accurate. Actionable. Built for growth.

When your numbers don’t tell the truth, every decision is a gamble.
Our reporting and dashboard work is led by a former Director of Business Intelligence from a leading SaaS company — so accuracy and scalability are built in from day one.

We create and optimize reports for:

  • KPIs and company metrics
  • Sales leaderboards
  • Commission tracking
  • Audit-ready compliance views
  • Cross-system data pulls for a complete, unified picture
  • AI analysis - turning raw data into clear actionable recommendations.

Every dashboard is designed to be clear today and grow with your business tomorrow. Because you can’t steer a company with foggy glass.

 

 

Custom CRM Playbook

Your CRM’s operating manual — built just for you.

Every client gets a living document that captures exactly how your CRM is set up, what’s been built, and how to keep it running smoothly.

Inside your playbook:

  • Step-by-step instructions for every process we’ve implemented — from daily data refreshes to automation updates
  • Direct links to tools, documentation, and resources — all in one place
  • A client dashboard showing hours billed, by service and date
  • Clear enough for your team to follow if you ever want to handle tasks internally

It’s not just documentation — it’s your CRM’s owner’s manual, updated as your system evolves.

CRM Connections

Integrations and migrations that work every time.

When your tools don’t share data, you waste time, lose accuracy, and duplicate work.
Our integrations are overseen by a Salesforce Certified Application Architect, so every connection is planned, documented, and built to last.

We handle:

  • CRM-to-CRM migrations without losing data or functionality
  • Connecting your CRM to marketing, sales, finance and service platforms
  • Custom builds to created or replace expensive outside tools when possible (CPQ, Commission, Routing...)
  • Integration troubleshooting and cleanup to fix broken syncs

With the right connections in place, you get one source of truth and no need to pay for extra software you no longer need.

 

Automations & Workflows

Build it. Clean it. Make it run faster.

Good automation should feel invisible — like your CRM is doing the work for you.
We make that happen by:

  • Designing new workflows to simplify daily tasks
  • Cleaning and optimizing existing automations for speed and accuracy
  • Migrating outdated Salesforce workflows to Flows without losing functionality
  • Updating or simplifying developer-built processes so anyone can manage them
  • Streamlining assignments and notifications so the right people get the right info at the right time
  • Troubleshooting errors (we speak fluent “error message”) and documenting every automation we touch

 

When we’re done, your workflows run clean, fast, and exactly the way you need them to.

Why Choose Us

CRM consultants who speak your language — sales, marketing, finance, service and tech.

  • Platform-Agnostic – HubSpot, Salesforce, Pipedrive… if it’s a CRM, we’ve tamed it and taught it to listen.
  • Business-First – We turn complex systems into well-trained performers — delivering revenue gains, lead wins, and cost savings your leadership actually notices.
  • Certified & Current – HubSpot & Salesforce certified, always keeping pace so your CRM doesn’t fall out of step.
  • Proven Impact – Took CRM adoption from 53% to 91% for a SaaS client — monthly recurring revenue doubled during that same time.

📊 See how we deliver measurable CRM wins → More About Us

 

Yes, We're Certified. 

Repeatedly.

These aren’t participation trophies. Salesforce certifications are proctored exams with hefty fees, renewed every release cycle. We pass them because we live these platforms — and staying certified means we’re always current. You get proven expertise without the trial‑and‑error learning curve.

Our CRM Cleanup & Data Organization Services

At CRM Whisperers, we specialize in transforming messy, unreliable CRM systems into streamlined, efficient tools for small businesses. If you don’t need a full-time CRM professional but do need your customer data to be accurate, organized, and insightful, our on-demand services are tailored for you. We help you reclaim control of your CRM, enabling better decision-making and more trustworthy insights. Let us handle the chaos so you can focus on growing your business.

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Get a CRM That Works as Hard as You Do

From faster processes to reports you can trust, we’ll help you get more out of the system you already own.
Share your goals or pain points — we’ll work with you to make them happen.

Send us an email info@crmwhisperers.com
or Schedule a Chat ⬇️
or use the form to send us your Name and email and we will reach back out. ⬇️

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