Customer Relationship Management (CRM)
We make it easy for companies to improve and strengthen interactions and relationships with customers.
Our Customer Relationship Management (CRM) services are designed to help companies improve their interactions with customers, while attracting new leads, and generating more sales. The overall end goal is to elevate customer satisfaction while streamlining all aspects of engagement.
HOW WE CAN HELP
CRM That Wins Over Customers
CRM software implementation is designed to help your business develop and maintain an easy-to-use and highly convenient platform that will allow you to better serve your customers. From data integration and lead management, to email marketing, customer support/engagement, and targeted campaigns, we design systems based on the most popular platforms (Salesforce, HubSpot, Zoho, Pipedrive and more) to make communication with your customers easier, and more fruitful.
Our CRM Duties Include:
Setup and implementation of a CRM platform designed specifically for your company's needs.
Lead management and customer engagement to streamline and enhance all B2C interactions.
Personalization and segmentation of customer data for personalized marketing initiatives.
Data integration and management for better collecting, organizing and maintenance.
Social media management, sales funnel optimization, customer retention, and so much more.
Integration of customer support modules to handle inquiries, requests and feedback.
Case Studies
Case studyCarlos G. Cisneros Insurance Agency
Our solution was to implement Zoho integration through detailed flow mapping, a highly functional automated Email system, and a completely custom CRM system to optimize day-to-day operations, with the express intent of s
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Case studyDriveAxis
Operatio Marketing implemented a number of marketing automations, call tracking and SEO optimization services alongside paid advertising to boost operations and generate smoother, more reliable results. The objective was
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Case studyDM6 Labs
Our collaboration began with a thorough analysis of their current system, with the goal of enhancing overall user experience while integrating the Zoho management ecosystem for greater operational efficiency. The end goa
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Case studyFactory Direct Medical
To overcome their sales plateau, we undertook a strategic approach that focused on elevating their online presence. Through a meticulously crafted SEO strategy, we aimed to improve their search engine visibility and brin
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Case studyFluidconcepts
To revitalize Fluidconcepts' digital presence and lead generation efforts, we embarked on a comprehensive strategy. Our team initiated the creation of a brand-new website that not only boasted modern aesthetics but also
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Case studyRocket Advance
In order to transform this visionary concept into a reality, we executed a comprehensive strategy that spanned various digital avenues. A fully functional website was developed to showcase their unique offering, supporte
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Case studyToronto Window Cleaners
Operatio Marketing achieved this by crafting content utilizing a specific set of competitor and industry keywords, while simultaneously overhauling the company’s localized SEO strategy and backlink implementation practic
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Experience in Various Industries
Real Estate
Real estate is a prolific and lucrative market, but agents and firms need to be on the lookout for new opportunities, while marketing current ones to maximize sales commissions. We’re experts at making that happen.
Explore Real EstateMedical & Healthcare
Healthcare businesses rely on the time-honored principles of trust, honesty and compassion in order to attract new patients and customers, which lies at the forefront of our digital marketing initiatives at Operatio Marketing.
Explore Medical & HealthcareProfessional Services
Professional service companies offer a robust and highly specialized set of products or services, which means targeted digital marketing is a must. Operatio Marketing knows how to find the right customers and clients, in record time.
Explore Professional ServicesFranchising
The online marketplace is highly competitive, but Operatio Marketing is ready to propel your business to the top of the pack, and give you the advantage you need to scale your business, and succeed.
Explore Franchisinge-Commerce
The online marketplace is highly competitive, but Operatio Marketing is ready to propel your business to the top of the pack, and give you the advantage you need to scale your business, and succeed.
Explore e-CommerceConstruction
Operatio Marketing helps construction companies tap into new markets and opportunities by leveraging the digital space to stand apart from competitors. We never underestimate the power of digital marketing.
Explore ConstructionOur Valued Partners










Customer Testimonials
We love our new website! Thanks to Operatio Marketing for doing such a great job, but also making it SEO friendly too. We feel like we’re up to date and ready to move forward!
Katie KChief Content Officer
Our company hired Operatio for a website revamp but we didn’t understand just how much it was needed. Harlen and his team educated us about all the things we needed to know about a good website in 2022 and how it needs to serve multiple functions at once. It looks great and we’re getting lots of traffic. Impressed!
Burt SCreative Manager
So glad we chose Operatio to give our website a fresh coat of paint! We expected a great job but holy smokes, we were blown away by what we got! And they built it fast too.
Luke RSenior Marketing Manager
Our world website was really slow and visually outdated, but we had no clue how to get started. Eventually Operatio convinced us to do a total rebrand and start fresh. We were skeptical at first but now we get the reasoning behind it. Our new website reflects our company ethic and philosophy way better, and we can communicate better with our customers now. I’m really proud of what the team made for us.
Richard PFull Stack Developer
Boy we thought our old website was okay, but we were wrong! The Operatio designers went way beyond the call of duty here! The site is laid out so naturally that it’s actually fun to browse!
Betty MCreative Director
One thing we like about our new website is how Operatio Marketing took SEO and social media into account. Everything feels interconnected, right down to Google My Business integration.
Tom NVice President
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