Your pipeline, your fields, your language, no per-seat tax.
A CRM built around how your business actually sells
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
Connect your systems
We import your existing records, spreadsheets, an old CRM, inboxes, and connect the sources where leads and jobs already originate.
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.
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.