Kanban pipelines
7 Quebec templates included (construction, pro services, real estate, agency). Drag & drop. Multi-currency. Multi-pipelines (Pro+ plan).
The essentials included · no paid add-ons
Everything.
Everything.
Except the bloat.
24 modules built around the real Quebec sales cycle: lead → quote → e-sign → invoice → Stripe → reminders → QuickBooks. One tool, no extensions.
01 / 05
Organize what comes in
A call, an email, a referral. Everything lands in one place and visibly moves forward — no parallel spreadsheet.
Polymorphic tasks
Linked to a contact, company, deal or ticket. Mine/Today/Overdue views. Recurrence supported.
Polymorphic notes
6 types including "internal" (private, QuickBooks PrivateNote source). Linked to any entity.
Custom fields
Add your own fields to contacts and companies, tailored to your trade. 3 fields on Pro, 10 on Max.
02 / 05
Quote it, get it signed
The quote goes out in minutes and comes back signed — no printer, no PDF round-trip, no separate e-signing service.
Professional quotes
DEV-2026-NNNN auto-numbered, multi-currency, per-line tax calculation, 7 statuses. One-click conversion to invoice. Bound to native e-signing.
Deep diveNative e-signing
Signed with a finger on mobile in 30 seconds. Timestamped proof PDF, designed around the LCJTI. Unique 256-bit link.
Deep diveProjects
The signed quote becomes a project in one click. One pipeline per type of work, as a kanban or a table. Every plan.
03 / 05
Invoice without thinking about it
The invoice is born from the signed quote. Recurring ones go out on their own. Hours worked become line items.
Invoicing + payments
FAC-2026-NNNN auto-numbered, 6 statuses, dynamic line items. Stripe links pasted in the email. 7 payment methods including Stripe.
Recurring invoicing
Set up the template once: the invoice goes out every month (or week/quarter/year) automatically. Auto-send or draft for review. Pro+ plan.
Billable time tracking
Timer in the top bar (start/pause/resume/stop). Auto-billed as invoice line items. Pro+ plan.
04 / 05
Get paid — and chase what lingers
The payment link is already in the email. What stays unpaid gets chased without you, up to the formal notice.
Auto reminders J+7/15/30
Three reminders leave on their own after the due date: a real email to the client and an internal task. The formal demand never leaves on its own: you send it from the invoice, after a confirmation.
Deep diveWhite-label client portal
256-bit magic link, standalone dashboard. Clients see their quotes, invoices, pay online. No login. No Excel.
QuickBooks sync
Auto-push of contacts, companies, invoices, payments. Bidirectional webhook. qb_*_id fields on models.
05 / 05
Run everything around it
Appointments, online booking, support, goals, automations: the daily work that orbits the sales cycle.
Calendar + appointments
Day/week/month views, configurable appointment types, automatic email reminders. Availability set per user. Pro+ plan.
Online booking link
A public link your clients open to book themselves, inside your real availability. No Calendly, no extra cost. Pro+ plan.
Support tickets
TKT-YYYY-NNNN auto-numbered, created directly from the client portal. Assignment, statuses, priorities.
Goals (Hyperfocus)
Daily and weekly, Rule of 3, checkpoints. Team goals with a personal copy on adoption. Pro+ plan.
Analytics + exports
Revenue, deals and conversion KPIs. Interactive charts. PII-free PDF export.
Automations
Rules triggered by an event: a deal changing stage, an invoice getting paid, and so on.
Audiences Mailjet / Brevo
Dynamic contact segments, synced to Mailjet or Brevo. Unsubscribe webhooks with a mandatory secret.
Across everything
The groundwork
Not a stage, not a module you switch on. These four are true on every screen.
Bilingual from day one
Every quote, invoice and email goes out in the recipient's language. You work in French; your client receives in English.
Global search
Six record types reachable from any screen, from the keyboard.
Two-factor authentication
Works with Google Authenticator, Bitwarden, Authy, Microsoft Authenticator. 8 single-use recovery codes.
Per-rep isolation
Each rep sees only their own accounts. Administrators keep full visibility. Max plan.
/ faq
Common questions about features
Are all features included in every plan?
E-signing, tenant branding (your logo + name on emails/portal/PDFs), client portal, Stripe, QuickBooks, auto-reminders and audiences: included in every plan, Solo included. Calendar and appointments, the online booking link, recurring invoicing, custom fields, multi-pipelines, team goals, billable time tracking and support tickets: Pro and Max. Per-rep isolation and removal of the "Powered by CRM PME" badge: Max only. See the pricing page for the full matrix.
Do you charge per integration?
No. Stripe, QuickBooks, Resend, Mailjet, Brevo: zero extra cost. Add the credentials, save, done.
Can I import data from another CRM?
Yes. Direct CSV/Excel import for contacts, companies and invoices. The import auto-recognizes common headers in French and English, and a downloadable Excel template is available. For more complex migrations (activity history, multi-entity mapping), see the Sur Mesure plan on the Pricing page.
Is the data really hosted in Canada?
Yes. Primary hosting in Québec, Canada. Daily encrypted backups kept in another Canadian region (Ontario). Some services, such as payment processing and email delivery, may process data outside Canada; they are named in the Privacy Policy.
Stop paying for add-ons. Start invoicing.
Feature
Kanban pipelines
7 Quebec templates included (construction, pro services, real estate, agency). Drag & drop. Multi-currency. Multi-pipelines (Pro+ plan).
You never start from a blank page: seven templates modelled on real Quebec trades ship with the account, and you rename stages in two clicks if your process differs. Every card carries its amount, currency and due date; drag it and the pipeline value recalculates immediately. One pipeline on Solo, as many as you need from Pro up.
Feature
Polymorphic tasks
Linked to a contact, company, deal or ticket. Mine/Today/Overdue views. Recurrence supported.
A task is never orphaned: it attaches to the contact, company, deal or ticket that created it, and you find it again from any of the four. Three views cover the day — mine, today, overdue. Recurring tasks save you from recreating the same reminder every month.
Feature
Polymorphic notes
6 types including "internal" (private, QuickBooks PrivateNote source). Linked to any entity.
Six note types, one of them flagged internal — it never reaches the client or the portal, so that is where you write what should not end up in an email. Like tasks, a note attaches to any CRM entity. The internal type feeds the PrivateNote field when syncing to QuickBooks.
Feature
Custom fields
Add your own fields to contacts and companies, tailored to your trade. 3 fields on Pro, 10 on Max.
A generic CRM knows nothing about your licence number, your file reference or your building type. You add the fields that matter in your trade, they show up on the contact or company record and become filterable. Three fields on Pro, ten on Max.
Feature
Projects
The signed quote becomes a project in one click. One pipeline per type of work, as a kanban or a table. Every plan.
A project tracks the work you sold until it's delivered. You create one pipeline per type of work (job site, engagement, website) with your own stages, then drag cards from one stage to the next, or switch to the table to sort by due date. The card shows task progress and turns red once the due date has passed. The "Create project" button on an accepted quote carries over the client and the link to the quote. Every plan: 1 project pipeline on Solo, 3 on Pro, 10 on Max.
Feature
Invoicing + payments
FAC-2026-NNNN auto-numbered, 6 statuses, dynamic line items. Stripe links pasted in the email. 7 payment methods including Stripe.
The invoice inherits line items, taxes and discounts from the signed quote — nothing to retype, so nothing to get wrong. The Stripe payment link drops straight into the email: your client pays from their phone without creating an account. Seven payment methods are tracked, including Interac transfer and cheque, for clients who do not pay online.
Feature
Recurring invoicing
Set up the template once: the invoice goes out every month (or week/quarter/year) automatically. Auto-send or draft for review. Pro+ plan.
A maintenance contract, a monthly retainer, a subscription: you build the template once and the invoice generates itself at the chosen frequency. Two modes depending on your temperament — send automatically, or drop a draft into your invoices for review. The series ends after N occurrences or on a fixed date, because otherwise nobody remembers to switch it off. Pro and Max plans.
Feature
Billable time tracking
Timer in the top bar (start/pause/resume/stop). Auto-billed as invoice line items. Pro+ plan.
The timer lives in the top bar, visible from any screen: start it when you open a file, pause it for a phone call, and the pause is subtracted from billable time. At invoicing, entries become line items with their description and rate. An alert fires past twelve hours, because a timer left running overnight distorts an invoice. Pro and Max plans.
Feature
White-label client portal
256-bit magic link, standalone dashboard. Clients see their quotes, invoices, pay online. No login. No Excel.
Your client gets a link, opens it, and sees their quotes, invoices and payment status. No account to create, no password to forget — the link carries a 256-bit random token. The portal shows your logo and your name on every plan: your client sees your brand, not CRM PME's. They can also open a support ticket from there.
Feature
QuickBooks sync
Auto-push of contacts, companies, invoices, payments. Bidirectional webhook. qb_*_id fields on models.
What you invoice in the CRM shows up in QuickBooks without double entry: contacts, companies, invoices and payments are pushed automatically. The webhook works both ways, so a payment recorded on the accounting side flows back here. No extra fee: you add your credentials in settings, and that is it.
Feature
Calendar + appointments
Day/week/month views, configurable appointment types, automatic email reminders. Availability set per user. Pro+ plan.
Three views — day, week, month — and appointment types you define for your trade: consultation, site visit, follow-up call. Each user declares their own availability, so nobody books them on a Saturday morning. Email reminders go out automatically before the appointment. Pro and Max plans.
Feature
Online booking link
A public link your clients open to book themselves, inside your real availability. No Calendly, no extra cost. Pro+ plan.
You share a link; your client picks a slot from your real availability, and the appointment lands in your calendar with an .ics file. No Google account to connect, no separate Calendly subscription, no additional fee. The booking horizon is configurable, and the link switches off in one click when you no longer want to be bookable. Pro and Max plans.
Feature
Support tickets
TKT-YYYY-NNNN auto-numbered, created directly from the client portal. Assignment, statuses, priorities.
Your client opens a ticket from their portal instead of sending an email that gets lost in an inbox. The ticket carries a number, a status, a priority and an owner — and it stays attached to the contact and the company, so a client's full history fits on one screen. Pro and Max plans.
Feature
Goals (Hyperfocus)
Daily and weekly, Rule of 3, checkpoints. Team goals with a personal copy on adoption. Pro+ plan.
Three goals at a time, maximum: the constraint is the mechanism, not a technical limit. Checkpoints tick off without reloading the page. A manager can publish a team goal; each member who adopts it gets their own copy with their own progress — so a shared goal never turns into one person's dashboard. Pro and Max plans.
Feature
Analytics + exports
Revenue, deals and conversion KPIs. Interactive charts. PII-free PDF export.
The numbers people actually look at: revenue collected, deals in flight, conversion rate by stage, billable hours. Charts are interactive on screen, and the PDF export is stripped of personal data — which makes it shareable with an accountant or a partner without exposing your contacts.
Feature
Automations
Rules triggered by an event: a deal changing stage, an invoice getting paid, and so on.
A rule reads like a sentence: when this happens, do that. A quote moves to accepted and the prep task is created; an invoice is paid and the client drops out of the reminder sequence. Rules run hourly and a log shows what was sent, to whom and when — because an automation you cannot audit eventually stops being trusted.
Feature
Audiences Mailjet / Brevo
Dynamic contact segments, synced to Mailjet or Brevo. Unsubscribe webhooks with a mandatory secret.
You define a segment — clients in one province, contacts with no invoice in six months — and it syncs to Mailjet or Brevo for your newsletters. Unsubscribes come back through a webhook protected by a secret: the contact is marked unsubscribed here too and the address goes on the suppression list. No second list to keep by hand to honour unsubscribes, as Canada's CASL requires.
Feature
Bilingual from day one
Every quote, invoice and email goes out in the recipient's language. You work in French; your client receives in English.
Bilingualism here is not an interface translation bolted on top: the recipient's language decides. You write a quote in French, your English-speaking client receives it in English, with amounts formatted to their convention. That is the difference between software built for Quebec and software translated for Quebec.
Feature
Global search
Six record types reachable from any screen, from the keyboard.
One keyboard shortcut, three letters, and you are on the right record: contacts, companies, deals, quotes, invoices and tickets are all reachable without a menu. Results deliberately omit emails in the sublabel — a screen shared in a meeting should not expose your clients' contact details.
Feature
Two-factor authentication
Works with Google Authenticator, Bitwarden, Authy, Microsoft Authenticator. 8 single-use recovery codes.
Two-factor authentication works with the app you already use — no proprietary app to install. Eight single-use recovery codes are generated at setup, for the day the phone goes missing. An administrator can make two-factor mandatory across the whole organization.
Feature
Per-rep isolation
Each rep sees only their own accounts. Administrators keep full visibility. Max plan.
In a firm or a sales team, not everyone needs to see every file. Isolation mode restricts each user to what they own, while administrators keep the full picture. It is one organization-wide setting, not a role to manage user by user. Max plan.