Sound familiar?
Slide to see the difference
Excel files, lost emails, sticky notes and overpriced licences. Or one tool, designed for you.
| Client | Status | Follow-up |
| Roy | ??? | call |
| Gagnon | quote sent? | |
| Tremblay | see email | urgent |
Hi, did you get my request?
(Tuesday?)
$1,068 / month
Off-the-shelf or custom
The right tool, not the biggest
An off-the-shelf CRM works for many businesses. Custom makes sense when your process is your competitive edge.
Opportunity #1042
Opportunity #1043
Opportunity #1038
Opportunity #1031
Opportunity #1027
Quick to start, built for everyone
- Generic stages and fields to work around
- Monthly per-user licences
- Advanced features locked behind higher plans
Marie GagnonKitchen
Roy familyReminder Tue.
RosemontJulie · Thu.
BrossardGST/QST ✓
LongueuilQBO ✓
Designed around your processes
- Your stages, your fields, your documents, your rules
- Only what your team actually needs
- Quotes with GST and QST, follow-ups and appointments built in
What we can build
Every module, built your way
Pick a module to see what it looks like.
Personalized follow-up sent to Marieauto · 9 AM
Text sent to Rosemont duplexauto · 10 AM
Deposit invoice created in QuickBooksauto · 11 AM
Julie is notified: Roy familyauto · 1 PM
Google review request sent to the clientauto · 2 PM
🔒 Amounts and margins hidden
Who it’s for
The same CRM for everyone? Never.
Pick an industry: stages, fields and automations change with you.
Our method
Designed with you, built by us
A good CRM isn’t improvised. We understand your business before we build anything.
Discovery
We meet your team: how you sell, who does what, what’s holding you back.
Process mapping
We document your processes, fields and business rules, step by step.
Approved mock-up
You test the screens before we build. We adjust until it’s right.
Build
We build, connect your tools, migrate your data and test every scenario.
Training and support
We train your team and evolve the CRM as you grow.
Integrations
Your CRM, at the heart of your tools
We connect it to what you already use, with Zapier and our custom integrations. No more re-entering data between apps.
- ✓QuickBooks Online: quote accepted, invoice created.
- ✓Your other apps: we connect the tools you already use, so information flows without re-entry.
- ✓Claude: file summaries, follow-up drafting and answers to your questions.
FAQ
Before you get started
How much does a custom CRM cost?
It depends on your processes, modules and integrations. After the discovery call, we give you a clear estimate, broken down by phase, with no surprises.
How long before we can use it?
We deliver in phases: the essential modules first, then the rest. Your team starts using it quickly, without waiting for the end of the project.
Why not an off-the-shelf CRM?
Sometimes it’s the best option, and we’ll tell you. Custom makes sense when your processes are unique or when licences cost more than the tool brings in.
Can we import our current data?
Yes. Excel files, old CRM, contact lists: we clean up and migrate your data into the new structure.
What if our needs change?
Your CRM evolves with you. We add stages, fields or modules as you grow.
Free demo · 30 minutes
Want to see it for real? We’ll show you live.
Tell us how you sell: we’ll show you what your CRM could look like, with your stages and your tools.
- Review of your sales process
- Examples of CRMs built for local SMBs
- QuickBooks Online, Gmail and Calendly integration
- Honest advice: custom or off-the-shelf CRM