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Dragonfly CRM

Own Your CRM. Drive Your Revenue.

Build a CRM system you fully control — tailored to how your business operates, with every touchpoint tracked, follow-ups automated, and complete visibility into deals and relationships before they slip away.

EXPERIENCE DRAGONFLY
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Centralize Relationships. Drive Action.

The Intelligent Stack

What We Build

Build a CRM system you fully own and control — tailored to how you actually sell, with every touchpoint tracked, follow-ups automated, and complete visibility into your pipeline.

The Win

Zero vendor lock-in. Complete data ownership. Systems that adapt as you grow, not as your vendor dictates.

Tech Key

An all-in-one relationship management platform focused on clarity, efficiency, and control.

Why Full Ownership Matters

You Control the Data

Your customer relationships, sales history, and business intelligence belong to you—not locked in a vendor's platform.

You Control the Roadmap

Need a new feature? Want to integrate a new tool? You decide what gets built and when, not a vendor's product team.

You Control the Costs

No monthly per-user fees that scale with your team. No surprise price increases. Build once, own forever.

Growth Engine Integration

Beyond A Basic CRM

Marketing Automation Connection

Connect lead capture, email nurturing, and campaign tracking directly to your CRM — every marketing touchpoint becomes part of the sales conversation.

Lead Scoring & Qualification

Automatically score leads based on behavior, engagement, and fit — so your sales team focuses on prospects ready to buy, not tire-kickers.

Customer Success Workflows

Move beyond the sale — track onboarding, monitor health scores, trigger check-ins, and identify upsell opportunities before competitors do.

Revenue Analytics

Unify sales, marketing, and customer success data into one view — understand your full customer lifecycle, identify bottlenecks, and optimize for growth.

Contact

204-294-4885

4 –196 Osborne Street,

Winnipeg, MB, Canada R3L 1Z3

© Owned By Focused Forward 2025

The Focused Forward Methodology

Process Overview

1. Map Your Sales Process

We document how you actually sell—not how a vendor thinks you should—and design a CRM that fits your reality.

2. Design Your Pipeline

We blueprint stages, automation triggers, and data capture points that reflect your team's workflow.

3. Build & Customize

We develop your CRM with the exact features you need, integrated with the tools you already use.

4. Train Your Team

We ensure every user understands not just "how" but "why"—building confidence and adoption from day one.

5. Own & Evolve

You control the system, the data, and the roadmap. We're here to expand features as your business grows.

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The Problem

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Deals Get Lost in Spreadsheets

Leads get buried, follow-ups are forgotten, and opportunities slip through the cracks because your team is managing relationships in disconnected tools.

Vendor Lock-In

You're paying monthly for a CRM built for someone else's sales process, and when you want to leave, your data stays hostage.

Lacked Visibility

You can't see where deals are stuck, which prospects need attention, or what's actually driving your revenue.

Ready to Own Your Revenue Engine?

Let's build a CRM that works exactly how you sell — no compromises, no vendor lock-in, complete control.

SCHEDULE A DISCOVERY CALL
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