We have extensive experience in setting up and managing a variety of CRM systems, including the following:

  • Copper
  • Salesforce
  • Infusionsoft
  • ActiveCampaign
  • ConvertKit
  • Insightly
  • HubSpot
  • PipeDrive
  • AWeber

EfficientAide will update contact information, record meeting notes, follow up on tasks and pull reports.

Don’t have a CRM system? We’ll advise on the best platform which suits your needs and budget. We’ll then set up your preferred system, adding users, organizing contacts, setting up pipelines and applying the appropriate tasks. EfficientAide will ensure that your information is accurate and “clean”.  

In addition to maintaining your system, we’ll be happy to train you and your staff so they can utilize your CRM as an effective tool.