
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
CRM Platform Selection or Cleanup – Choose the right tool or fix the one you’ve got.
Workflow & Automation Buildout – Automate task creation, deal stages, and follow-ups.
Custom Dashboard & Reporting – Track leads, reps, pipeline, and conversion rates.
Training & Team Adoption – We onboard your team and drive usage that sticks.