CRM setup and automation
CRM setup in Kelowna — every lead tracked, every follow-up done.
Kelo AI sets up and connects CRMs for service businesses: pipeline stages, contact fields, data import, permissions, reporting, integrations and team training — so you always know where each lead and job stands.
Pipeline built for you
Stages that match how you actually sell, from enquiry to paid job.
Your data moved in
Existing contacts and jobs imported and cleaned up.
Automatic follow-up
Quotes and quiet leads get followed up without anyone remembering to.
Reports you can trust
See sources, conversion and revenue in one place.
Most of our customers report a 3–5× return on their investment — at the very least. Serving Kelowna, West Kelowna, Vernon, Penticton, Okanagan, British Columbia, Alberta, Canada, United States.
Common questions
What is a CRM?
A CRM (customer relationship management system) keeps every lead, customer, quote and conversation in one place so nothing falls through the cracks.
Do I need to switch CRMs?
Not always. We configure the tools you already have when they work well, and only recommend a change when it pays back.
Do you train my team?
Yes. Training and support are part of a CRM project.
Not sure where to start?
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