CRM CONSULTING · ZOHO & SALESFORCE · CANADA & USA

Built by an owner, for owners

I'm Perry. I've run my own company for twenty years, and since 2017 I've run it on a Zoho CRM I built myself and never stopped improving. Now I build them for businesses across Canada and the US — Zoho or Salesforce. I don't recommend anything I wouldn't run my own business on.

Book a 20-minute call See how I work

CRM consulting across Canada and the USA. Law 25 and PIPEDA compliant. English or French.

No lock-in

No long contracts. If it stops paying for itself, you stop paying.

Nothing stops while I build

You keep selling the whole time. Nothing gets switched off until what replaces it is working.

One person, start to finish

The person on the call is the person who builds it. Me.

WHAT I DO

The leak in every growing business. I plug it.

Deals that go cold because nobody followed up. It's fixable, it's measurable, and I put a dollar figure on it before we start.

CRM Consulting

Canada & USA · For businesses outgrowing spreadsheets, or a CRM nobody opens

Zoho and Salesforce, and only those two — the same tools I administer in my own business every day. I set them up around how you actually sell, make the follow-ups send themselves, and connect everything to your calendar, inbox, website and accounting, so your team spends the day selling instead of typing.

Setup, migration and clean-up
Follow-ups that send themselves
Website, calendar, email and accounting connected
Dashboards you'll actually trust

How I build a CRM

WHO I WORK WITH

Businesses that have outgrown their tools

I don't take everyone. I work with established businesses doing real volume — the ones where part of the process still lives in somebody's head, and it's starting to cost them. From Montreal, anywhere in Canada or the US, in English or French.

Professional services

Agencies, accountants, law and architecture firms. Dozens of files moving at once and no room to drop one.

Trades and on-call services

Estimates, callbacks, follow-ups after the job. The work happens in the truck; the system has to keep up.

Clinics and healthcare

Booking, reminders, patient records. High call volume and zero tolerance for a mistake.

Distribution and wholesale

Accounts, negotiated pricing, standing orders. This is my own industry — I know exactly where a bad CRM bleeds.

HOW I WORK

I look at your operation before I mention software

Most people who call me have already done their research, so there's no 45-minute demo. I ask how you sell, how you get paid and where things fall through the cracks, then tell you plainly whether I can help — and if I can't, who might.

I measure

What it's costing you right now: missed calls, follow-ups that never went out, hours a week lost to data entry. In dollars, not impressions.

I quote

What I'd build, what it costs, and how many months until it pays for itself. In writing, at a fixed price. If the math doesn't hold up, I'll say so.

I build

I configure, migrate your data, connect your tools and train your team on their work — not on a product. You own the accounts, the data and every login.

I measure again

Three months in, we put the new numbers next to the old ones. That's where we find out whether I was right — and it's the only measure I care about.

ABOUT

Twenty years as the customer before I became the consultant

I'm Perry Biniaris. Since 2005 I've run MBG Buying Group, a Montreal foodservice procurement company — purchasing, supplier negotiation, thin margins, real constraints. I came to this work as the person who had to use the system every day, not as someone with software to sell. So I start with how you make money, not with which software to buy. And I turn down work where I wouldn't add anything.

Owner-operator, 20+ years

Purchasing, supplier negotiation, thin margins and 190 accounts. A business run on a CRM, not just configured in one.

My own CRM, in production since 2017

Built from scratch in Zoho, administered continuously, still being improved. Every feature I recommend, I've tested on myself first.

Zoho, Salesforce, and the code between

Hands-on Zoho administrator, five years inside the Salesforce ecosystem, and Python and API integrations for when the platform runs out.

THE SYSTEM I RUN

The first CRM I built was my own

Before I configured a CRM for anyone else, I built one for myself. It went into production in 2017 and my company has run on it ever since. Not a demo org, not a sandbox — the system my business actually depends on.

Built from scratch, not from a template: The modules, the workflows, the permissions, the reports. Every decision in it is one I then had to live with.
In production since 2017: Still running, still being changed. Every feature I recommend to you, I have already tested on myself first.
190 accounts at its peak: Purchasing, supplier negotiation and thin margins, all carried on the system I am describing to you.
It is running this page: A lead from the form below lands in that CRM, gets scored by a Python pipeline I wrote, and books itself into my calendar. Nobody touches it. You can test that yourself.

That is the same plumbing I build for you — and the reason I can tell you in advance what will break, instead of finding out with your data.

WHAT IT COSTS

I'm not the cheapest option

And I'm not trying to be. You're paying for someone who runs his own business on this software every day and knows in advance what breaks — instead of finding out six months in, with your data.

A fixed price, set by scope: Never by the hour. You get one number in writing before I start, and it doesn't move halfway through.
No surprises: No hidden licence markups, no mandatory support plan, no reseller commission. You own your accounts and your data from day one.
The payback point: We work out together how many months until the system has paid for itself. If that number doesn't convince you, don't do it — I'll be the first to say so.

Every engagement gets the same care, whether it's rescuing a CRM you already own or building the first one you've ever had. The small job gets the same attention as the big one.

MY COMMITMENT

1% of every invoice goes back to the community

I make my living from local businesses. One percent of every invoice goes to a Montreal organisation, chosen once a year and named publicly.

1% of the invoice, not of profit: A percentage of profit can always turn out to be nothing. A percentage of the invoice can't. It's calculated on what you pay, before my costs.
One organisation, every year: Montreal-based, chosen at the start of the year, and published on this page. Not a new cause every quarter depending on the headlines.
It doesn't touch your price: Not a line on your invoice, not a surcharge in disguise. It comes out of my margin, not yours.

I'm not asking you to hire me for this. I do it because a business doing well in a city doing badly doesn't last.

TRUSTED BY

Businesses I've worked with

Perry has been helping us for many years, and we’ve always been very satisfied with his service. He is friendly, reliable, and very easy to reach, especially by text. Whenever an issue comes up or we have a question, he responds quickly and is always ready to help find a solution. We really appreciate his accessibility and continued support over the years.

Rajit Chopra Maison Indian Curry Client since 2005

GET IN TOUCH

Tell me about your business

A few lines on what's going on is enough. I read every message myself and reply within one business day with what I'd look at first.

✓

Got it — thank you.

I'll read it myself and get back to you within one business day. If it can't wait, call 514-500-7774.

SCHEDULE

Book your 20-minute call

Pick a time that works for you. We'll walk through how you operate and I'll show you what the impact would look like — in dollars.

Calendar not loading? Call 514-500-7774 or write to perry@mbgroup.technology. 514-500-7774 · perry@mbgroup.technology