The questions
we really get.

A few minutes after signup, once you have your tax numbers and a first contact saved. Create a contact, add a line item with GST/QST, save, click "Send" — your first invoice goes out by email with a Stripe payment link. Many people do it during the 14-day trial.

14 days, no credit card required. You get full access to your plan (Solo, Pro, or Max depending on what you pick at signup). At day 11, we send a friendly reminder. At day 14, you pick a plan or your tenant goes into a 3-day grace period before deletion.

No. It runs in your browser (Chrome, Safari, Firefox, Edge). Mobile responsive. No app to download.

5 minutes for the bare minimum. Add your logo, your tax numbers (GST/QST), your terms of payment — and you're ready to invoice. Connecting Stripe and QuickBooks adds maybe 10 minutes.

Yes. A downloadable Excel template (with the correct column headers + an example row) is available from the Contacts > Import screen. The import auto-recognizes common headers in French and English (prenom/first_name/firstname, courriel/email/mail, etc.). For more complex migrations (full activity history, multi-entity mapping), see the Sur Mesure plan on the Pricing page.

No. The price you see is the price you pay (pre-tax). All modules included in every plan. E-signing, client portal, Stripe, auto-reminders, audiences, QuickBooks sync: no add-on fee.

Both. Yearly billing applies a -25% discount automatically (vs the monthly rate). Switch anytime in the billing portal.

Yes, in one click. Cancellation takes effect at the end of your current billing period. Your data remains in read-only export mode for 90 days.

Yes. Email [email protected] with proof of status — ~30% off on most plans for registered Quebec non-profits and pre-revenue startups under 18 months old.

No. Prices are pre-tax. Quebec customers pay 5% GST + 9.975% QST extra. Outside Quebec but inside Canada: GST + applicable provincial tax.

Yes. Agency plan starts at 5 tenants with reseller margins. Email [email protected].

Yes. Compliant with LCJTI Sections 38 and 39. The proof PDF includes signature, timestamp, IP, user agent, the CSPRNG token and full activity log.

Three reminders leave on their own at J+7, J+15 and J+30 after the invoice due date. Each one is a real email to the client plus an internal task in your task list, and the whole thing is idempotent — no double-send. The J+60 formal demand for payment is written and kept ready, but it is deliberately NOT automatic: a formal demand carries legal weight in Québec, so you trigger it yourself.

No. Each contact gets a unique 256-bit magic link by email. They access their portal, see quotes/invoices, pay online. No password, no account creation.

Yes. Your logo, primary color, terms of payment, signature block, language preference. PDF template is the same across all plans.

Yes. Two-way sync for contacts, companies, invoices, payments. Webhook for changes from QuickBooks. qb_*_id fields on the models track the mapping.

Yes. Topbar timer with start/pause/resume/stop. Project name + hourly rate per client. Convert unbilled time into invoice lines in one click. Recovery alert if you forget to stop the timer past 12 h.

All three are sales-cycle CRMs (not marketing platforms). Pipedrive is global and English-first with a mature mobile app. Kiwili is Quebec-built and bundles full accounting with the CRM. CRM PME is Quebec-native, bilingual outputs (every quote/invoice/email in the recipient's language), syncs to QuickBooks for accounting, and bundles e-signing + client portal + auto-reminders into every plan with no add-ons.

Yes. Most CRMs support CSV exports for contacts, companies and deals. Our import auto-recognizes common headers in French and English; you can also download a template with the expected columns. For more complex migrations (activity history with timestamps, calls/emails/meetings, multi-entity mapping), see the Sur Mesure plan on the Pricing page — it includes initial data import up to 2,000 records as part of the setup.

Primary hosting in Québec, Canada. Backups synced to another Canadian region (Ontario). Data never leaves Canada — Law 25 art. 17 compliant. Specific subprocessors are named in our Privacy Policy.

Yes. GPG AES-256 with a 40-character CSPRNG passphrase stored outside the server in a password manager. Without the passphrase, backup blobs are unreadable.

Optional by default. Admins can enforce it tenant-wide with a 48-hour grace period. Supports any standard TOTP authenticator (Google, Microsoft, Bitwarden, Authy, 1Password).

Granular consents per contact, 90-day retention with anonymization on deletion, audit log on every change, 72 h breach notification per art. 65. See the Security page for full details.

Not yet (cost prohibitive for our size). We follow the controls (encrypted backups, MFA, least-privilege, audit logs, dependency scanning) without the third-party attestation.

CRM PME is built for self-service. You learn the product through the in-app docs (press "?"), the 14-day trial without a card, and the public help pages. Email support ([email protected]) is reserved for real bugs, technical issues, billing/account questions and security concerns. We don't do phone calls, sales demos, onboarding sessions or training on standard plans. If you want hands-on setup, see the Sur Mesure plan on the Pricing page.

Covers: real bugs with reproduction steps, technical errors, billing or account issues, security or privacy questions, data export requests, press or partnership inquiries. Does NOT cover: how-to questions answered in the docs, custom workflow design, third-party integration consulting, training sessions, "can you set this up for me" requests. The Sur Mesure plan covers those.

Under 24 business hours on all standard plans. Critical issues (data loss, security incident) are typically picked up within hours during business days. No published SLA on standard plans — we publish an uptime target and live status on the status page.

Yes — that's the design intent. Every screen has contextual help (press "?"), there's a full /help index, and every new feature ships with updated docs in the same release. We don't cut docs corners because there's no support team to fall back on.

Email [email protected] with reproduction steps (URL, action you took, what you expected vs got). Critical bugs (data loss, security) are patched within hours during business days. Non-critical bugs go into the next release.

Yes. We answer in French or English based on your message language. Quebec-based team.