AI automation agency · Digital strategy + growth · Montréal

B2Bdifferent.better.smarter.

Duplicate contacts, stale deals, reports nobody trusts. We fix the data in your Zoho CRM, bring CRM, Creator and Books together in Zoho Analytics, and put AI to work on the workflows and outreach that close more business.

We work insideZoho CRMCreatorBooksAnalyticsCampaignsSalesIQFlow

Three words we hold ourselves to.

Most integrators sell implementation hours. We sell outcomes, and every engagement is measured against the same three standards.

Different.

Stand apart in a crowded B2B market. We sharpen your positioning and help you charge what you are worth.

  • Brand and positioning
  • Premium pricing strategy
  • Offer and packaging design

Better.

Communicate the way your customers want to be reached, and build what they ask for with them.

  • Communication workflows
  • Customer preference tracking
  • Co-innovation with key accounts

Smarter.

Decide with data. We test strategies side by side and keep the ones that move the numbers.

  • Zoho Analytics dashboards
  • Campaign and pricing tests
  • Forecasts you can trust

Four services. One clean system.

Each one stands alone, but each makes the next one work better.

Clean

CRM data cleanup

Deduplicate, standardize and enrich contacts, accounts and deals. AI agents flag bad records and keep them clean after we leave.

You get one record per customer, complete fields, validation rules

Connect

Data mining into Zoho Analytics

Join CRM, Creator and Books into a single model so revenue, pipeline and margin finally sit on one dashboard.

You get live dashboards for pipeline, revenue and customer value

Automate

Workflow improvement

Map how work really moves, remove the manual steps, and add AI where judgment used to wait in someone's inbox.

You get fewer hand-offs, Deluge and Flow automations, AI assist

Grow

Sales and marketing outreach

Segments built from clean data, sequences that respect each buyer's channel, and tests that tell you what works.

You get targeted campaigns, cadences, A/B results in Analytics

How an engagement runs.

Data integrity comes first. Everything after it depends on it.

Audit

A read-only health check of your CRM and Books. You get a score and a fix list in a week.

Clean

Merge duplicates, fill gaps, and lock in validation so the mess does not come back.

Connect

Sync CRM Creator Books into one Analytics workspace.

Act

Automate workflows, launch outreach, and test strategies against the dashboard.

Why teams pick ED.

What we offer next to a typical integrator.

WhatTypical integratorED Interactive
Starting pointNew setup or migrationThe data you already have, cleaned, verified and enriched
Measure of successGo-live date, hours deliveredWin rate, forecast accuracy, identifying revenue growth
AI & automationAdd-on or chatbotAgentic refined data cleanup, lead routing, and custom outreach
AnalyticsMinimal, often skippedCore of every engagement with actionable insights
WorkflowBusiness logic mappingAI and human driven customer-centric feedback loops
MarketingOut of scopePositioning, pricing and learning needs focus

What clients say.

From people we have worked with on strategy, positioning and end-to-end digital transformation.

“Rarely have I met someone with the breadth and depth of knowledge of David.”
Karl GenestPrezExpert Inc.
“David identified and emphasized our strengths in ways we had not realized.”
Graham Nelson-ZutterCorvum
“You’ll see the world in all dimensions.”
Matthew SardinaOrganization & Transformation Consultant

Start with a free CRM health check.

Give us read-only access and we will show you exactly where your Zoho data is costing you deals.

  • Score across duplicates, completeness and activity
  • Top ten fixes ranked by revenue impact
  • A 30-minute walkthrough, no obligation