We automate sales & marketing operations work for companies in Calgary. Below are the 15 workflows we build most often, each one tuned to how things are done in Canada.
We map how your sales & marketing work runs today, then automate the repetitive steps, such as CRM data entry, lead logging & contact deduplication, lead scoring & automated territory routing, sales proposal & contract generation, inside HubSpot and Salesforce and your other tools. Most Calgary teams start with one workflow from C$690 and have it live in one to three weeks.
Updated November 2026
Sales teams in Canada mostly run on HubSpot, Salesforce and Zoho CRM. We automate lead routing, follow-ups and reporting inside those, and we keep consent tracking tight because CASL, which is a lot stricter about consent than US rules applies to anything that goes out.
Calgary is energy head offices and the service companies that support them. Field tickets, AFE approvals and joint venture billing are classic automation targets. For sales & marketing teams in energy, oilfield services and agriculture, that usually means the same handful of tasks done by hand every week. Those are the ones we go after first.
Each one is built for your tools and your rules. Here's the problem it solves and what changes.
Duplicate contacts and manual data entry errors pollute your CRM and cause sales reps to waste time on bad data.
Automated lead capture, enrichment, and deduplication across all inbound channels synced to your CRM.
Manually scoring leads and assigning them to the right rep is slow and inconsistent across the team.
Rules-based or ML lead scoring with automatic routing to the right sales territory or rep.
Manually creating sales proposals and contracts from scratch for each deal wastes account executive time.
Template-based proposal generation with CRM data pre-filled, branding applied, and e-signature routing included.
Chasing signatures on NDAs and contracts via email delays deal progression and creates version control issues.
Automated signature request routing with real-time status tracking and escalation reminders.
Manually checking competitor pricing is too infrequent and inconsistent to meaningfully inform pricing decisions.
Automated web scraping and price monitoring across competitor sites with structured daily or weekly reports.
Manually scheduling posts across LinkedIn, Twitter, and Instagram separately is tedious and inconsistent.
Centralized content calendar with automated multi-platform publishing and engagement performance tracking.
Managing email lists, cleaning bounces, and scheduling campaigns across segments is manual and error-prone.
Automated list cleaning, segmentation, campaign deployment, and performance reporting on a defined schedule.
Managing event registration lists and printing badges manually is error-prone and time-consuming at scale.
Automated registration sync from landing page through check-in with badge printing pipeline for events of any size.
Manually distributing press releases to individual media contacts and wire services takes hours per release.
Automated press release distribution to targeted media lists and PR wire services with coverage tracking.
Marketing assets scattered across shared drives and email threads create version control chaos and wasted time.
Automated asset ingestion, AI-powered tagging, and organization in a searchable digital asset management system.
Manually sending satisfaction surveys at the right moment in the customer journey is impractical at any volume.
Trigger-based survey distribution tied to key customer journey events with automated response collection.
Manually tracking affiliate referrals, calculating commissions, and processing payouts is error-prone at scale.
Automated attribution tracking, commission calculation per tier, and payout processing on a defined schedule.
Manual commission calculations at month-end are time-consuming and frequently contested by sales reps.
Automated commission calculation with deal-level attribution, accelerator tier tracking, and transparent rep reporting.
Manually pulling keyword rankings and traffic data from multiple SEO tools each week is inefficient.
Automated SEO data aggregation from Google Search Console, Ahrefs, and Analytics into structured weekly reports.
Manually calculating campaign ROI by pulling data from multiple ad platforms takes hours each reporting cycle.
Automated spend and conversion data aggregation from all platforms with live dashboard updates.
Single workflow
from C$690
one process, done properly
Department pack
from C$2,750
several sales & marketing workflows, connected
Ongoing
Custom
monthly builds, monitoring and support
Start with whatever is done most often and by the most expensive people. For a lot of Calgary teams that's crm data entry, lead logging & contact deduplication. It's high volume, it follows clear rules and you see the hours come back in the first month.
Almost always. In Canada we mostly work with QuickBooks Online, Xero, HubSpot and Wagepoint, plus email, Google Workspace and Microsoft 365. If something has an API or even just an export, we can usually work with it.
Yes. We use least-privilege access, encrypted credentials and keep data in Canadian cloud regions (Montreal or Calgary) when that's needed. Everything is documented in line with PIPEDA, and Quebec's Law 25 if you have customers there, and we sign an NDA or DPA before we start.
One workflow from C$690, or a pack of connected sales & marketing workflows from C$2,750. The free audit gives you a fixed quote.
30 minutes, no obligation. We'll find your top three automation wins and give you a fixed quote in CAD.
Or just message us on whatever you already use: