Streamline Sales

Automate Follow Up

Boost Visibility

The Problem

Most small and mid-sized businesses either don’t have a CRM or are using one that’s poorly configured, cluttered, or ignored. As a result, leads fall through the cracks and sales visibility disappears.

How Can We Help

Fortis sets up and customizes your CRM (Zoho, HubSpot, or other platforms) to match your sales process, automate admin work, and give leadership real-time visibility into performance.

Our Process

  1. CRM Platform Selection or Cleanup – Choose the right tool or fix the one you’ve got.

  2. Workflow & Automation Buildout – Automate task creation, deal stages, and follow-ups.

  3. Custom Dashboard & Reporting – Track leads, reps, pipeline, and conversion rates.

  4. Training & Team Adoption – We onboard your team and drive usage that sticks.

Clarify Strategy.

Systemize Sales.

Drive Growth.

Get a CRM your team will actually use — and love.