The Level 1 application by Gestisoft is implemented in 7 days and was specifically designed for Canadian SMEs and startups.
You need our Level 1 application if:
- Closing your leads takes too much time, preventing you from reaching your goals.
- You are overwhelmed: your prospects have to chase you up just to hear back from you.
- You do not have access to your pipeline when asked for your sales results and forecasts.
- You are not sure what works (or doesn’t) in your sales process... or you don't even have a sales process!
- Your sales are growing; however, you are unable to keep up with them and are losing several opportunities due to a lack of focus.
- You need 4 Excel files to generate your sales reports... let's be honest, even two files is too many!
If any of these problems is causing you sleepless nights, we have a cure for your insomnia!
Get a CRM application designed for Canadian SMEs and startups that can keep pace with your evolving business.
Ensure a quick return on your investment with a full implementation in just 7 days. Our experts will provide you with valuable tips and the best practices for using your CRM.
A lack of information will affect your decision-making capabilities.
Our Level 1 Sales application enables you to centralize everything in one place: your sales, your opportunities, your prospects, your goals, your daily tasks, etc.
When your boss asks, "how are salesgoing?" No more beating around the bush, you can just pull your pipeline out of your pocket!
Automate your daily tasks by creating recurring workflow activity or alerts. Simplify your communications by sending your messages directly from the CRM app.
Thanks to templates, you will no longer have to repeatedly modify the same follow-up email and can engage more effectively with prospects.
Work with your everyday tools: manage your CRM system from Microsoft Office 365 and Microsoft Teams.
Stop asking your team for updates on files and stop wasting time on follow-ups: just open your CRM app to know where each file is.
Well aware that each company is unique, we have included 10 custom fields along with the ability to adjust the Microsoft Dynamics 365 sales process according to your needs. Not only will this make it easier for your team to adopt the solution, but it will help to establish a step-by-step process that everyone can rely on, resulting in greater optimization.
Don't have a clearly defined sales process? No problem, the Level 1 application comes with a standard process that combines the best practices in sales management. It may not reinvent the wheel, but it can be customized to ensure your business's adaptability.
We understand that your time is valuable. That's why we guarantee 7-day implementation and an easy-to-use CRM application. If you have any problems, a team of 80 experts will be at your service, including specifically a post-implementation support team to ensure project success!
"Our monthly reporting is instantaneous, and with just a few updates, we can publish accurate figures in less than an hour."
- Michael Balzan, Director of Sales, Ramp Inc.
"Everything has changed! We have better tracking capability that allows us to effectively manage our leads and opportunities. Our dashboard provides us with greater insight into opportunities and outcomes."
- Julie Bouffard, Account Manager, STIM, PMI Group
"We have transitioned out of the stone age to become a full-fledged company. We had a bank of about 120 customers, and after implementing our CRM system two years ago, we have reached nearly 600 contacts with complete information."
- Stéphane Frigon, Sales Director, Groupe TPOL
Ask for free advice from our ERP/CRM project experts to support you in the different stages of your project, from financing to development.