Your pipeline, your fields, your language, no per-seat tax.

A CRM built around how your business actually sells

Off-the-shelf CRMs are built for the average sales team, which is why yours is full of fields nobody fills, stages that do not match your process, and per-seat fees that grow every time you hire. A custom CRM inverts that: we model your real pipeline, how a lead becomes a quote, a job, an invoice in your business specifically, and build exactly that, wired to your intake forms, calendar and follow-up automation. For Québec businesses there is a second reason to go custom: Bill 96 means serving customers in French is a legal requirement, not a nice-to-have, and most SaaS CRMs treat French as an afterthought. We build bilingual from the schema up.

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Who this is for

Built for owner-operated businesses that have outgrown the spreadsheet but choke on Salesforce: dealerships, shops, agencies, venues and service businesses across greater Montréal where the pipeline is specific and the team is small.

What’s included

Pipeline modelling

We map how deals actually move through your business, every stage, handoff and document, and design the CRM around that, cutting everything your team would never use.

The CRM build

Contacts, deals, jobs, notes, documents and history in one place, with views per role: the owner sees the pipeline, the rep sees today's follow-ups, the back office sees what to invoice.

Automation & intake wiring

Leads flow in from your forms, ads and inbox automatically. Follow-ups, reminders and status changes trigger themselves, the CRM does work instead of just recording it.

Bilingual & compliance foundations

French and English as first-class citizens where Bill 96 applies, and personal information handled with Québec's Law 25 obligations designed in: consent, access and retention are part of the schema, not a patch.

How it works

01

Connect your systems

We import your existing records, spreadsheets, an old CRM, inboxes, and connect the sources where leads and jobs already originate.

02

Automate the pipeline

The CRM goes live with your real data, and the automations follow: intake, assignment, follow-up, reminders. Your team works in it while we tune it around them.

03

Scale what works

As the business grows, the CRM grows with it, new pipelines, new roles, reporting, integrations, without new licences or per-seat pricing.

In production

Quintessence Auto: a dealership back office that updates itself

212 Montréal: an event marketing machine that runs every week

FAQ

Why build a custom CRM instead of using HubSpot or Salesforce?
Three reasons come up most: fit, fees and language. Off-the-shelf CRMs force your process into their model and charge per seat forever. A custom CRM matches your pipeline exactly, costs a fixed build price you own outright, and handles French properly. If a SaaS CRM genuinely fits your process, we will say so, custom is not always the answer.
When is an off-the-shelf CRM the right call?
When your sales process is generic, your team already lives in one, or you need a large ecosystem of pre-built integrations on day one. Custom wins when your process is specific, when per-seat pricing hurts, or when the CRM needs to drive automation and bilingual workflows that SaaS tools handle badly.
What does Bill 96 mean for our CRM?
Bill 96 sets French-language requirements for serving customers in Québec, which reaches the emails, quotes and documents your CRM generates. We build templates and automated communications bilingual, with French as a first-class language, so complying is the default behaviour of the system rather than a manual step someone forgets.
Can you migrate our existing data?
Yes. Migration is part of the build: we pull contacts, deals and history from your spreadsheets or current CRM, clean the obvious duplicates and dead records on the way in, and map everything to the new structure. You launch with your history intact, not an empty database.
What does a custom CRM cost?
Pricing is scoped per project, because a single automation and a full platform build aren't the same thing. You get a fixed number after a discovery call, before anything is built. No hourly billing, no scope surprises mid-build.
How does Law 25 affect a CRM full of customer data?
A CRM is exactly the kind of system Québec's Law 25 cares about: it holds personal information, so consent, transparency and access obligations apply. We design for that from the start, what is collected and why, where it is stored, how it is deleted on request, so the compliance posture is built in, not bolted on.
How long does a CRM build take, and who maintains it after?
Most CRM builds ship in 3–4 weeks, phased so your team is working in the core system early. After launch you own it: we hand over documentation, and you can run it yourself or keep us on for changes as the business evolves.

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Tell us what’s slowing you down.

Five minutes to describe your operation, we come back with a concrete plan and a timeline.

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