The Cornerstone of simplicity
Transform Your CRM Experience
Simple, innovative CRM solutions for financial advisors to drive success and growth.
About Blueprint CRM
Our Expertise
A Canadian company with over 25 years of experience in CRM and technology consulting for the financial services industry. Our founder, Brian Peski, began his consulting career at a Big 4 consulting firm, focusing on delivering CRMs. Most recently, he led a team that successfully launched the Advisor CRM to all of Canada Life's advisors.
At Blueprint CRM Solutions, we work closely with you to streamline your CRM, ensuring it aligns with your processes and works for you—not the other way around. Unlike other CRM consultants, we don’t pigeonhole you into one a single solution. Our expertise spans all of the top CRM providers—such as Salesforce, ZOHO, laylah, and HubSpot—so you can be confident that you’re getting the right CRM for your needs.
Our team of experts is dedicated to helping you optimize your technology so you can focus on achieving your business goals and delivering exceptional client service.
Let’s turn your CRM into a tool for success—together
Why choose Blueprint CRM Services?
A Collaborative, Client-Focused Approach
At Blueprint CRM Services, we believe your CRM should empower your business—not hold it back. Here’s why financial advisors trust us to deliver the right CRM experience:
We understand you have a business to run, which is why our process is built on collaboration. We invest the time upfront to fully understand your goals, workflows, and unique needs, ensuring the CRM solution we design works seamlessly for your business.
partner dedicated to your success.
Deep Expertise in Financial Services
With extensive experience in the financial services industry, we know the challenges advisors face. We’ve helped many advisors transform their CRMs from being a burden to becoming an asset that enhances their client relationships and business operations.
Partnerships with Leading CRM Providers
More than just a single CRM implementor, we focus on recognizing the unique needs of every practice. By offering multiple CRM platforms, we ensure a tailored solution that fits your business. Our partnerships with leading CRM providers make it possible to deliver the best system—one that works for you, not the other way around.
Affordable Expertise with Fast ROI
We bring deep expertise without the hefty price tag. In fact, most of our clients see a return on their investment in under a year, making our services not just effective but cost-efficient too.
Commitment to Data Security
Your clients’ trust is invaluable, and so is their data. That’s why we only partner with CRM providers that uphold the highest standards of data security, ensuring your information is always safe and secure.
Your Success is Our Mission
We don’t just implement a CRM and walk away—we’re committed to your success. Our goal is to provide a CRM experience that works for you, making your processes smoother and your business stronger.
Let us help you build a CRM strategy that drives results and supports your growth. With Blueprint CRM Services, you’ll have a trusted partner dedicated to your success.
Contact Us
We are happy to meet in person or virtually
We love our customers, so feel free to call 548-468-6421 or email us at info@blueprintcrm.ca so we can setup an appointment for when it's best for you.
