Groupe Mercure

We specialize in CRM implementation, process automation, and seamless integration between the tools that drive your business.

Our method keeps your pipeline moving consistently, predictably, and without constant manual intervention.

What We Do

• CRM implementation & optimization Pipedrive is our platform of choice.
• Seamless integrations JustCall, PandaDoc, Typeform, QuickBooks, inFlow and more.
• Automated workflows & follow-up systems so nothing slips through the cracks.
• Custom API connections & automation tailored to your business model.
• End-to-end integration from lead capture to payment collection and accounting.
• Bilingual support (EN/FR) for both implementation and ongoing optimization.

What sets us apart:

We’re not consultants, we are operators. We run our own marketing operations and call center daily, using the exact systems we implement for our clients. That means the workflows we deliver are battle-tested in real-world conditions before they ever reach your business.

We operate across Canada and the U.S., with deep expertise in the Quebec market. Our clients choose us because we don’t just deliver tools... we deliver systems that run smoothly, transparently, and reliably.

No complexity for complexity’s sake. Just measurable results.

Groupe Mercure partners with PandaDoc to eliminate document bottlenecks in sales operations. We deploy PandaDoc as the central document hub within our clients' sales ecosystems. Connecting proposals, contracts, and payment collection directly to their CRM, accounting, and inventory systems.

This allows our clients to:

• Generate branded proposals directly from CRM deals
• Automate document routing and approval processes
• Collect payments directly through proposal documents
• Sync deal data automatically to accounting systems
• Track document engagement and close deals faster
• Reduce manual data entry and human error
• Maintain compliance and version control

Our typical PandaDoc implementations include:

• Template design and content library setup
• CRM integration with automated data population
• Payment gateway configuration and testing
• Accounting system synchronization (QuickBooks)
• Workflow automation for approvals and notifications
• E-signature configuration
• Analytics and reporting setup
• Team training and ongoing optimization