Transform Your Customer Lifecycle with Tailored CRM Solutions
At AKAI Solutions, a boutique IT consulting firm in Calgary, we specialize in tailored Customer Relationship Management (CRM) solutions designed to enhance every stage of your customer's journey. From lead generation and sales tracking to marketing automation and customer service, our expertise spans across industry-leading platforms like Zoho CRM, Salesforce, HubSpot, Dynamics 365, and Pipedrive.
Challenges Businesses Face Today
Common CRM Challenges
Disjointed sales processes, scattered customer data, and manual tasks that hamper revenue growth:
- Poor Lead Management: Leads fall through the cracks without a centralized tracking system.
- Fragmented Data: Customer details live in spreadsheets, emails, and siloed tools.
- Manual Follow-Ups: Reps waste time on reminders and updating records instead of selling.
- Limited Visibility: No single source of truth for pipeline health or customer interactions.
- Inconsistent Reporting: Inaccurate forecasts due to ad-hoc data collection and Excel-based reports.
How AKAI Solutions Can Help
A unified CRM platform with automation, analytics, and seamless integrations to drive sales efficiency:
- Centralized Customer 360°: All contacts, conversations, and history in one place.
- Automated Workflows: Trigger emails, reminders, and hand-offs to keep deals moving.
- Pipeline Visibility: Real-time dashboards for accurate forecasting and prioritization.
- Seamless Integrations: Sync with marketing, support, and finance systems for end-to-end visibility.
- Scalable Setup: Start with core sales tools, then add marketing automation and service modules as you grow.
Benefits to Your Business
Future-Proof Your Business
Adapt to changing customer demands with scalable and flexible CRM systems.
Tailor Your Solutions
Custom configurations that align perfectly with your unique workflows.
Save Time and Costs
Automate repetitive tasks and streamline processes to enhance efficiency.
Enhanced Collaboration
Bridge communication gaps across teams with a unified CRM platform.
Data-Driven Decisions
Leverage actionable analytics to uncover insights and drive growth strategies.
Streamlined Operations
Integrate CRM tools with existing systems for seamless workflows.
Proven Example: Insurance Brokerage CRM Implementation
We partnered with an insurance brokerage that was struggling to manage leads from multiple sources, track client interactions, and gain clear visibility into their overall business performance. To address this, we implemented a comprehensive CRM system that centralized lead intake from their website, social media channels, and telephony system into one unified platform. We then built a structured workflow that guided their team seamlessly from lead generation through to quoting, policy issuance, and claims management, creating a streamlined process that improved efficiency, accountability, and client experience.
Our solution included
Automations for Client Emails: We implemented automated email workflows to engage clients at every key touchpoint, from initial inquiry to policy renewal, ensuring consistent communication and improved client satisfaction.
Digital Signature Capture: To streamline the agreement process, we integrated secure digital signature capture, helping clients in Calgary and across Alberta finalize policies quickly.
Secure Document Storage: We provided a secure, centralized storage system for all policies and claims documents, making it easy for the brokerage to retrieve client files instantly.
The Results
Faster Policy Processing: Reduced turnaround time from lead to issued policy, increasing revenue and client trust.
Improved Client Experience: Clients in Calgary and Alberta received timely updates and seamless digital interactions.
Enhanced Team Productivity: Staff had better visibility into their pipeline, improving accountability and closing more deals.
Our Process: From Consultation to Success
Discovery Call
Understand your business goals and CRM requirements.
Platform Selection
Recommend the best CRM platform based on your needs
Customization and Integration
Tailor the CRM system to align with your workflows and integrate it with existing tools.
Data Migration
Securely transfer your customer data to the new system.
Training and Onboarding
Equip your team with the skills to maximize CRM adoption.
Ongoing Support
Provide continuous updates, maintenance and optimization.
Preferred CRM Platforms
At AKAI Solutions, our CRM expertise ensures you get the most from industry-leading platforms. We recommend these CRMs for their proven ability to boost customer relationships and drive business growth:
Zoho CRM
Affordable & Versatile
Perfect for small to mid-sized business looking for affordability, flexibility and a unified platform.
Learn More
Pipedrive
Streamlined Sales Management
Tailored for sales-driven business aiming to optimize their pipeline and close deals faster.
Learn More
HubSpot CRM
User Friendly & Marketing Focused
Best for small business focusing on marketing automation and ease of use.
Learn More
Dynamics 365
Integration & Collaboration
A comprehensive option combining CRM and ERP functionalities for business needing seamless integration.
Learn More
Salesforce
Robust & Scalable
Ideal for medium to large enterprises managing complex customer lifecycles with advanced features.
Learn MoreIndustry-Specific CRM Solutions
Retail
Integrate sales, marketing, and customer feedback for better engagement.
Real Estate
Manage leads, automate follow-ups, and track customer interactions.
Events
Manage client inquiries, track timelines, streamline guest lists and vendor coordination.
Professional Services
Manage client relationships, track billable hours, and improve project outcomes.
E-Commerce
Integrate CRM with online stores to track customer journeys and boost sales.
Cleaning Services
Streamline customer booking and marketing campaigns.
Key Features
Modular and Scalable Design
Our CRM systems are modular and scalable, ensuring they align with your current needs and grow alongside your business.
Tailored to Your Industry
No matter your sector, our CRM solutions are adaptable to meet the unique challenges of your business.
Long-Term Support and Training
From initial setup to ongoing maintenance, we provide comprehensive support to ensure your team can leverage the full potential of your CRM system.
Focused on Your Customer Lifecycle
Our CRM solutions support every stage of the customer journey, from lead management and sales pipeline optimization to marketing automation and customer support.
Expertise Across Leading CRM Platforms
We bring extensive knowledge of top CRM platforms, enabling us to customize and integrate solutions tailored to your business goals.
Improved Customer Retention
Strengthen relationships with proactive customer service and personalized engagement.
360° View of Your Business
Gain real-time insights into sales, marketing, and customer service for smarter decision-making.
