Every morning: who needs you. Nothing slips.
The CRM you never have to learn — try it right here.
14-day free trial · start on real work · cancel anytime
Today
Your morning list
- PS
Priya Sharma
Renewal in 5 days
- ML
Marcus Lee
Follow-up due today
- DO
Dana Okonkwo
No contact in 3 weeks
The whole product
Everything that matters, one tap away.
No dashboards to configure, no fields to fill. Just the handful of moves that actually keep a business moving.
Your day starts with a list, not a blank screen.
Renewals, follow-ups due, clients gone quiet — surfaced every morning, in plain words, ranked by who needs you most. Clear them one tap at a time. Nothing falls through.
Today
Priya Sharma
Renewal in 5 days
Marcus Lee
Follow-up due today
Dana Okonkwo
No contact in 3 weeks
Your digital card captures leads
Share one link or QR. Every scan becomes a contact in your CRM, automatically.
Deals move in two taps
Tap the stage, pick the next one. Your pipeline stays current without the busywork.
Meetings land on your list
Bookings appear on your morning list the day they happen — and in the client’s history.
Your whole business, one glance
Pipeline value, win rate, forecast — the numbers that matter, updated as you work. No spreadsheets.
Pricing
Simple, transparent pricing.
Start free for 14 days. Nothing charged today — cancel anytime before you're billed. All prices in CAD.
Starter
Perfect for solo professionals & freelancers
billed monthly
Start Free Trial- 1 user seat
- Unlimited contacts, leads & organizations
- Business card scanner (scan to CRM)
- Digital business card (shareable URL + vCard)
- Pipeline kanban board & deal tracking
- Products catalog, orders & invoicing
- Activity log: calls, emails, meetings & tasks
- Email campaigns (broadcast)
- CSV import & export
- Email support
Pro
For growing teams that need more power
billed monthly
Start Free Trial- Up to 5 user seats
- Everything in Starter
- Email sequences & drip automation
- Lead scoring & auto-assignment rules
- Custom fields for contacts, leads & deals
- Analytics & reporting dashboards
- Support ticket management
- Website AI chat widget (auto-captures leads)
- Priority support
Enterprise
Custom solutions for complex organisations
tailored to your needs
Contact Sales- Unlimited user seats
- Everything in Pro
- Role-based access control (RBAC)
- Custom pipeline stages & probabilities
- Audit log & compliance reporting
- Dedicated implementation
- Custom integrations & SLA guarantee
AI features (website chat assistant, business-card scanner, and in-app assistant) include a monthly fair-use allowance. If a plan's allowance is reached, the website assistant automatically falls back to a contact form so no leads are lost. See our Terms or contact us for higher-volume needs.
Proof
Numbers that moved the business.
Regional Manufacturer
Disconnected spreadsheets and missed follow-ups were slowing sales. A centralized pipeline with automated routing replaced the manual handoffs.
Immigration Consultancy
Scattered case files and slipping deadlines put their reputation at risk. Case tracking with deadline reminders brought structure and accountability.
Beyond the app
Need something custom?
Solo businesses start with the app above in minutes. Larger teams come to us for tailored builds — custom workflows, integrations with your existing tools, data migration, and dedicated onboarding for your whole team.
Insights
From the blog
Do You Need to Download a CRM App? (No — Here's Why)
You don't need to download a CRM app. How a web-based CRM works on iPhone and Android, why it's better for Canadian small businesses, and how to put it on your home screen.
Smarter CRM for Canadian Businesses
What makes a CRM "smarter" - and how Canadian businesses can get unified data, useful automation, and transparent CAD pricing without the enterprise bloat.
How Canadian Businesses Can Automate Workflows
Proven strategies Canadian businesses use to automate workflows, cut manual work by up to 40%, and free their teams to focus on customers.
Top 5 CRM Trends for 2025
The five CRM trends shaping Canadian businesses in 2025 — from practical AI and automation to compliance-first design and unified customer data.
Why Compliance-First CRM Matters
How compliance-focused CRM systems protect Canadian businesses, build customer trust, and keep you audit-ready with consent tracking and clear records.
Get in touch
Let's set up your CRM.
Tell us about your business and we'll map out an approach that fits — or just start the free trial and be running in minutes.