CRM development in Montreal

We name one object the same way on the site, in Shopify or the CMS, in the pipeline, and on the page Google can cite. Deal, ticket, subscription, booking, SAP sales order — pick one. Law 25 is a field and a retention rule, not a PDF in legal.

If the team lives in Salesforce, HubSpot, Dynamics, Zoho, or Pipedrive, we connect the site and the shop to it. Custom PHP desks exist when the SaaS is the bottleneck. We do not migrate you to a logo we prefer.

Sales Cloud: leads, accounts, opportunities, record types sales already uses. Service Cloud: cases and queues a human will open. Experience Cloud when dealers or customers need a portal on the same objects. CPQ only as a first slice that matches the quote on the call — not a full CPQ religion on day one.

Marketing Cloud or Account Engagement (Pardot) only if the list and CASL fields already live in the CRM. You keep the org. We do not sell Salesforce seats.

Sales Hub pipeline, properties, the two automations people skip. Marketing Hub forms and lists on the same contact. Service Hub tickets that are not a second brain. The portal stays yours. HubSpot is a tool, not a strategy.

Sales, Customer Service, Customer Engagement. Same Entra tenant as 365 when that is already the office. Customer Insights only when we can name the source. You keep the environment.

Zoho CRM, Pipedrive, Freshsales / Freshworks, Zendesk Sell or Support, Monday.com CRM, Copper (Google Workspace), Odoo CRM when Odoo is already the ERP, SugarCRM / SuiteCRM, Bitrix24, Creatio, Oracle NetSuite CRM / CX, Attio, Close, Capsule, Intercom as the desk. Spreadsheet import if that is still the honest system of record.

SAP in the formats the landscape already speaks: S/4HANA (OData / API), ECC (IDoc, RFC, BAPI), Business One (Service Layer or DI API), SAP CX / Sales Cloud / Service Cloud, Commerce Cloud (Hybris). Middleware: Cloud Integration (CPI / BTP), PI/PO you already run, MuleSoft, Boomi, Workato, Power Automate.

Payloads: IDoc inbound/outbound, RFC/BAPI, OData, SOAP, REST, SFTP / CSV / XML batch, EDI (X12 / EDIFACT). Typical first slice: customer, material, sales order, or stock between SAP and Shopify, Woo, Magento, or the CRM. SAP licences stay on your card. We are not a greenfield S/4 programme.

The two steps after “thanks for your message”: create the record, notify the owner, stamp consent (CASL), refuse a duplicate. No 40-step Zapier sculpture. If it cannot be drawn on one page, it will not be used.

The offer on the money page, the hidden field on the form, and the Salesforce, HubSpot, or SAP material number must be the same string. AI answers that invent a product you do not sell are often a split brain between site and CRM.

The Salesforce org, HubSpot portal, Dynamics environment, SAP landscape, Shopify store, API keys. If the retainer stops, nobody should need our laptop to open a lead or a failed IDoc.