Your CRM,
built to order.

Hi there, I run Boxed In Co., a small corporate gifting company in Vancouver. We're three people — me, a production coordinator, and a part-time sales rep. We curate and assemble custom gift boxes for companies: onboarding kits, client appreciation, holiday campaigns, that kind of thing. Right now I track everything in a spreadsheet and my inbox. It's fine when we have 5 active deals but we're growing and things are starting to slip. I had a $4,000 quote sitting in my inbox for 3 weeks because I forgot to follow up. That can't keep happening. Here's what I need: A simple contact list with company, email, phone, and a way to tag people (like "referral" or "website lead"). From contacts, I want to create deals and move them through our sales pipeline: New → Lookbook Sent → Follow Up → Quote Sent → Won → Lost. A kanban board for this would be perfect. When a deal is won, I need to create an order with line items (product name, quantity, unit price). Orders should have statuses: Placed, In Progress, Fulfilled. Some of our clients reorder quarterly — I need a way to flag those contacts and get reminded when it's been more than 60 days since their last fulfilled order. Invoicing: generate an invoice from an order, mark it issued, mark it paid. I need a simple billing dashboard showing revenue this month, outstanding, and YTD. We bill in CAD. A few more things: - Email templates for intro emails, lookbook follow-ups, quote check-ins, and thank you notes - Notes on contacts and deals that the whole team can see - Tasks with due dates and assignees I don't need anything complicated. No integrations, no automations, no AI. Just a clean, fast system that replaces our spreadsheet and keeps us from dropping balls. Thanks, Jordan Kee Boxed In Co. Vancouver, BC

Hi, I run Harborside Physiotherapy, a mobile physiotherapy practice in Halifax, Nova Scotia. We're four therapists — no clinic. We travel to client homes, long-term care facilities, and a private school. Every CRM I've tried assumes there's a front desk and a waiting room. We don't have either. Here's what's killing us: Scheduling is our biggest pain point. Each therapist covers a geographic zone — Halifax South, Dartmouth, Bedford/Sackville, Halifax North. I need to see a weekly schedule grouped by therapist, and each visit needs to show the client, the site address, and the travel time between appointments. We can't have someone in Dartmouth at 10am and Bedford at 10:30am. Site access notes are safety-critical. One client has a dog that jumps, another has icy steps in winter, another requires a buzz code. These notes need to be visible everywhere — on the schedule, on the visit detail, anywhere a therapist is looking before they drive to a home. Documentation: we write SOAP notes for every visit (Subjective, Objective, Assessment, Plan). I need an inline form on the visit detail page — not a separate app, not a modal, just four text fields right there. Notes start as drafts and get signed by the therapist. Billing is complicated because we have three payer types: MSI (Nova Scotia provincial), third-party insurance (Blue Cross, Green Shield), and private pay. Each encounter generates a claim. I need to see claims grouped by payer with totals — how much submitted, how much paid, how much outstanding. Private pay clients also get invoices. The core entity is the care case, not a deal. A care case belongs to a client, has a primary therapist, links to a site, and tracks a referral source (GP, CCNS, self-referral). Cases move through: Waitlisted → Active → On Hold → Discharged. Other things we need: - Authorizations tracking (MSI approval, consent forms, home safety screens) - A caseload board (kanban by case status) - Therapist filter on caseload, schedule, and claims pages - Tasks with due dates (submit MSI claims, renew authorizations, etc.) - Dashboard showing active cases, upcoming visits, outstanding claims, no-shows All amounts in CAD. We're not big — maybe 40 active clients at a time. But the scheduling and documentation requirements are specific enough that generic CRMs just don't work. Thanks, Simone Tremblay-Walsh Harborside Physiotherapy Halifax, NS (902) 412-7183

Hi, I'm the second-generation director at Oleksyn Family Funeral Home in Kipabiskau, Saskatchewan. We're a small operation — 6 staff. We handle about 40–50 cases a year, a mix of at-need and pre-arranged funerals. What we need: The heart of everything is the case file. When a family calls, we open a case for the deceased person: name, date of death, date of birth, service type (burial, cremation, graveside). Each case has a primary family contact and sometimes 3–4 family members involved in decisions. I need to track all of them. We coordinate with external parties constantly — Vital Statistics for death certificate filings, cemeteries for plot notices, churches for service bookings, crematoriums for permits. Each of these is a "requirement" on the case, and I need to see which ones are pending, sent, or completed. Documents matter: arrangement confirmations, obituary drafts, cremation authorizations. We generate these from the case and send them to families. Obituary drafting is a big one — I'd love a structured way to collect facts (born, survived by, predeceased by, memberships) and produce a draft. Billing: we generate an invoice per case. Line items for professional fees, casket, facilities, death certificates, etc. Mark it issued, mark it paid. Simple dashboard showing outstanding and paid this month. Pre-need contracts are separate: a living person pre-arranges and pays into a trust. I need to track the contract, the beneficiary, payments received, and outstanding balance. Aftercare: after a case closes, we follow up — 1 week, 30 days, 3 months, 6 months, 1 year. I need a reminder system that surfaces these automatically. The feel matters. This is grief-sensitive work. The UI should be calm, warm, and operationally quiet. No harsh colors, no aggressive notifications. Thanks, Marcus Oleksyn Oleksyn Family Funeral Home Kipabiskau, SK (306) 555-0100

Hi, I run a 5-person immigration legal clinic in Winnipeg, Manitoba — 3 RCICs, 1 paralegal, 1 coordinator. We manage about 240 active client files at any time. Everything is in spreadsheets and shared drives and it's falling apart. Here's what's different about immigration casework: Each file represents a family, not a single person. A typical PR application has a principal applicant, a spouse, and 2–3 dependant children. Each family member is a "party" on the file, with their own legal name, date of birth, citizenship, UCI number, and status in Canada. Some parties have aliases we need to track for background checks. Most files have multiple concurrent applications. A family might be applying for PR under Express Entry while simultaneously extending a work permit and renewing a child's study permit. Each of these is a separate "track" with its own status, document requirements, and submission dates. Document management is existential. Each party on each track needs specific documents — police certificates (valid 180 days), medical exams (valid 1 year), biometrics, education credentials, language tests, employment references. I need to know exactly which documents are outstanding, which have been received, which are expiring soon, and which have already expired. A police certificate that expires the day after we submit is a disaster. Deadlines are life-or-death. Biometrics appointments, filing deadlines, work permit expiry dates — missing any of these can result in a client losing status in Canada. I need severity levels (critical, high, normal) and I need them surfaced prominently, not buried in a task list. Conflict checks are required before intake. When a new client calls, I need to search existing parties by name, alias, and date of birth to ensure we don't have a conflict of interest. This has to happen before we open the file. Notes need visibility controls. Some notes are internal only (consultant strategy, prior refusal history). Others are "client-safe" — things we can share with the client. Mixing these up is a compliance issue. Billing: we invoice per application type. I need to see receivables grouped by application type (PR, work permit, study permit, citizenship) so I can understand our revenue mix. The team: - Consuelo Reyes-Fontaine, RCIC (principal) - Leah Fontaine, RCIC - Marcus Flett, RCIC - 1 paralegal - 1 intake coordinator All amounts in CAD. We're not big but the complexity per file is high. Thanks, Consuelo Reyes-Fontaine Newcomer Legal Services 387 Broadway Ave, Winnipeg, MB R3C 0V5 (204) 555-0100