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CRM software for construction: how to manage bids, clients, and pipeline in one system


Microsoft Dynamics CRM Consultants in Toronto
Partnerships & Certifications
Our Toronto CRM Consultants can help you get your CRM on the right track, helping your business create stronger customer connections that drive sustainable revenue.
A CRM is not a one-size-fits-all. We design and configure CRM solutions around your workflows and goals to compliment your team, not disrupt it.
Disconnected spreadsheets and outdated contact lists disrupt decision making. A CRM system will make it easier to analyze data with a single, centralized platform.
Follow up at the right time with a CRM that knows exactly when the reconnect, nurture, or upsell, all while keeping customers engaged for the long term.
Leads can slip through the cracks without clear visibility or reminders. A CRM can automate your opportunity follow ups, so you can contact them when it matters most.
Scattered teams and decentralized documents can stall progress. Connect your teams, from sales to support, so everyone is on the same page with the customer.
Digital transformations are a huge undertaking, but a CRM is the foundation for a future ready business.
Learn everything about Microsoft Dynamics & PowerApps
Ready To Start? Book a call to see how Gestisoft can help
Our CRM Consultants tailor solutions to match your business needs. We work with small and medium sized enterprises across Ontario to help them transform their operations.
When you book a discovery call, we'll go over your processes, review your goals, and demonstrate how Microsoft Dynamics CRM and PowerApps can transform your processes.
Our office or yours, lets get to work.
With over 25 years of experience and a gold Microsoft partner, Gestisoft provides customized CRM solutions to businesses in Toronto.
Our CRM consultants in Toronto work alongside each client to understand your business needs and come up with solutions that will optimize your business processes.
Our core values lie in delivering cutting-edge solutions while promoting innovation and ensuring we have a positive impact in the tech industry.
You may contact us to book a free consultation at our office: 229 Yonge St Suite 400, Toronto, ON M5B 1N9.
Microsoft Dynamics CRM is a powerful, cloud-based Customer Relationship Management (CRM) platform designed to help businesses streamline their customer interactions, enhance sales and marketing efforts, and deliver exceptional customer service.
Gestisoft specializes in providing personalized CRM consulting services in Toronto that will help build your own unique Microsoft Dynamics CRM.
Microsoft Dynamics CRM can seamlessly integrate with other Microsoft products such as Outlook, Teams, Excel and Power BI for higher productivity.
Dynamics 365 CRM includes AI capabilities and Copilot that help businesses make data-driven decisions and to better understand your clients’ needs.
As part of the Dynamics 365 suite, Dynamics 365 CRM allows businesses to start small and scale up as their needs grow, allowing businesses to add more modules.
Businesses can engage with customers across multiple channels, including chat, social media, email and phone in a single interface for better customer experiences.
Microsoft Dynamics CRM offers extensive customization and scalability options and can be adapted to fit the needs of various industries.
Microsoft Dynamics CRM meets the security and privacy standards such as GDPR compliance which helps to build trust with customers.
The CRM platform has powerful analytics and reporting capabilities that can help track KPIs and improve decision-making.
Microsoft Dynamics CRM includes mobile-friendly apps and cloud-based access that makes it easy for employees to work remotely.
The CRM system is integrated with Microsoft’s Power Platform such as Power Automate and Power Apps that can help businesses to automate repetitive tasks and improve efficiency.
As Trusted CRM Consultants in Toronto, we pride ourselves on our customer centric approach. When you work with Gestisoft, we tailor CRM solutions to your business reality, helping you streamline operations, improve visibility, and drive results that grow your business.
Gain real-time insight into customers, products, and orders to improve forecasting and reorders.
As Trusted CRM Consultants in Toronto, we pride ourselves on our customer centric approach. When you work with Gestisoft, we tailor CRM solutions to your business reality, helping you streamline operations, improve visibility, and drive results that grow your business.
We understand that investing in a CRM software requires more thinking. And that is why we would rather show you how the CRM software can be a game-changer for your business.
Our CRM consultants are super excited to meet you at our free workshop where we will show you how Microsoft Dynamics CRM and PowerApps can transform manual processes into automated workflows, apps, bots and dashboards.
The workshop is the ideal starting point for businesses looking to have their first taste of CRM consultancy and how it can optimize their business processes.
Manufacturing« Always attentive to our needs, the dedicated team never hesitated to take the time to review points generating concern in order to ensure a project that would meet our expectations from A to Z. »
Consulting« The Gestisoft team offered a high level of both business and technical experience to the project and actively listened to and grasped all needs. Their recommendations enabled our client to make the best choice and have access to Business Central's greatest features. Along with this knowledge, Gestisoft consistently maintained strong communication. »
Energy« We had initially had excellent references on Gestisoft regarding their services. We were charmed to meet a very well-structured team dedicated to its customers. It's a real pleasure to work with such passionate people. »
Distribution« Gestisoft's consultants come from the industry, so when we worked together, we spoke the same language and shared the same vision of what was important and necessary. They guided us in implementing industry best practices. Throughout the project, their industry expertise eliminated any potential irritants that might have risen from inexperience in the distribution environment. »
Services« Gestisoft was very responsive and proactive in adapting to the internal challenges we faced and ensuring that we met our objectives. We were very impressed with the work of everyone involved in the project. »
Manufacturing« The solution delivered to us has significantly improved our production visibility. We are now able to track our production in real time, and have more accurate data on the costs of each production run. »
IT« As a customer since 2015, I would like to highlight the quality of support and expertise provided by Gestisoft for our Business Central application. Their competence is notable and has greatly contributed to the success of my business. I highly recommend them as a service provider for Business Central. »
Energy« Working with Customer Success means having a team that's dedicated to our business and our needs. This team includes the Customer Success Manager as well as technical advisors and architects. They understand our business needs and can translate our vision into concrete and innovative elements. As the months pass, we really feel a greater understanding and support for our ecosystem, which means recommendations and developments are also accelerating. At Customer Success, we have peace of mind and a refreshing sense of confidence! »
Recycling« 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. »
Transportation« The addition of Gestisoft to our team has been more than relevant in meeting our CRM objectives. With its qualified and certified players, Gestisoft has been a proactive and committed partner in addressing our daily challenges. »
Services« 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. »
Ready to get your hands on your new CRM software? Our CRM consultants in Toronto are always ready to guide you through the selection with expert CRM consulting services.
We conduct in-depth analysis to assess your business processes and requirements. By understanding your unique challenges, we provide tailored recommendations to maximize the value of Microsoft Dynamics 365 CRM within your organization.
Our team ensures a smooth implementation of Microsoft Dynamics 365 CRM, integrating it with your existing systems. We manage every step, from data migration to configuration, delivering a solution that fits your business goals and workflows.
We offer continuous support to keep your Microsoft Dynamics 365 CRM running optimally. Our dedicated team is available to troubleshoot issues, provide updates, and ensure that your system adapts to evolving business needs.
We provide customized training sessions to empower your team with the knowledge they need to leverage Microsoft Dynamics 365 CRM effectively. From basic functionality to advanced features, we equip your staff with the skills to maximize productivity.
We help your Microsoft Dynamics 365 CRM grow with your business. Our evolution services ensure that your system adapts to new business demands, industry changes, and technological advancements. We continuously optimize and upgrade your CRM solution to maintain its relevance and efficiency, empowering you to stay competitive.
Our CRM audit service provides a comprehensive evaluation of your current Microsoft Dynamics 365 setup. We identify gaps, inefficiencies, and areas for improvement, ensuring your system is aligned with your business objectives. With a detailed audit report, we offer actionable insights and recommendations to enhance system performance and user satisfaction.
Have more questions about CRM consultants? We answer them here for you.
You can also reach out to us if you want to know more about our CRM consulting services in Toronto.
A CRM consultant is a professional who specializes in helping businesses select, implement, and optimize Customer Relationship Management (CRM) systems. They offer expertise in understanding a company's needs, recommending suitable CRM solutions, customizing them, and ensuring a smooth integration with existing processes. Their goal is to help businesses improve customer interactions, streamline sales and marketing efforts, and maximize the value of their CRM investment.
Have more questions about CRM consultants? We answer them here for you.
You can also reach out to us if you want to know more about our CRM consulting services in Toronto.
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