Never lose track of a potential client again
Every missed call, every forgotten email and every quote left without a follow-up is a lost opportunity.
Our client management platform centralizes your contacts, appointments and follow-ups — so you can focus on running your business.
Do these situations sound familiar?
Most businesses lose clients not from a lack of effort, but from a lack of organization.
You get a call or a quote request, then the follow-up falls through the cracks.
Emails, texts, Messenger, calls and notes are spread all over the place.
You have to remember to follow up with every prospect yourself, at the right time.
You don't know exactly where each deal stands or what to do next.
One platform to manage all your client relationships
Everything you need in one place — simple, clear and built for busy people.
Keep all your client information in one place, available at a glance.
Instantly see where each prospect stands in your sales process.
Manage appointments, follow-ups and reminders from a single place.
Easily review past calls, emails, texts and interactions for each client.
Automatically capture requests from your website, with nothing to re-enter.
Send reminders and nudges at the right time, with no manual work.
Real-world examples for your business
Whatever your field, the system works in the background for you.
A client requests a quote through your website. The system:
- creates the contact automatically
- adds the project to the pipeline
- notifies you immediately
- sends an automatic reminder if there's no reply after a few days
A past client hasn't booked in several months. The system can automatically send them a personalized reminder to win them back.
Online forms are automatically saved and routed to the right employee — no request gets lost.
Every new prospect is automatically organized and followed, from first contact to closing.
Work smarter, not harder
Our platform can connect to your tools to automate repetitive tasks:
Combined with our other solutions
Client management reaches its full potential when integrated with the rest of your ecosystem.
A solution built for Canadian SMBs
Not an impersonal piece of software — a partner who configures everything around your reality.
A plan for every stage of your growth
Start simple, scale at your own pace. You can change plans anytime.
- Client database
- Inbox
- Calendar
- Integrated web forms
- Confirmation texts (SMS)
- Appointment reminders
- Basic automations
- Conversation history
- Dashboard
- 1 user
- Everything in Lite, plus:
- 1 sales pipeline
- Opportunities
- Automatic follow-ups
- AI conversation summaries
- Hot lead identification
- Action items identified
- 5 popular automations
- Facebook Lead Forms
- Up to 3 users
- Everything in Pro, plus:
- 3 pipelines
- Email campaigns
- SMS campaigns
- Client reactivation
- All popular automations
- Up to 10 users
- Advanced integrations