Never lose a prospect again. A custom CRM built for you.
Sales pipeline, automated follow-ups, complete client history in your CRM.
Designed around your process and your industry, not a big corporation's.
Definition
What is a CRM?
A CRM (Customer Relationship Management) is software that centralizes everything about your prospects and clients: contact information, exchange history, active opportunities, invoices, and pending follow-ups. It's your company's commercial memory, accessible to your whole team.
A custom CRM goes further than a generic one: instead of adapting to a tool designed for everyone, the tool is built around your sales process, your vocabulary, and your industry. A real estate broker doesn't track generic "deals" — they track properties, buyers, and sellers.
The signs you need a CRM
Your follow-ups live in a Google Sheet, sticky notes, and your inbox. Prospects fall through the cracks, and nobody knows who talked to whom. Every salesperson has their own way of doing things.
You pay a per-user subscription for a tool you use 20% of, your automations are capped by your plan, or your industry has processes no generic CRM reflects.
Key CRM features
Visualize every CRM opportunity by stage. Drag and drop, filter, and know exactly where each prospect stands at any time.
Automatic reminders, personalized follow-up emails, inactivity notifications. Your team never lets anything slip.
Every call, email, meeting, and note in one place in your CRM. Anyone on the team can pick up a file without asking for a briefing.
Generate quotes directly from the client record, track their status, and automatically follow up on proposals left unanswered.
Conversion rates, pipeline value, performance per salesperson. Your decisions rest on your numbers, not impressions.
Segment your contacts by industry, source, or status, and launch targeted follow-up campaigns right from the CRM.
Each team member sees their tasks for the day: calls to make, quotes to send, contracts to prepare. Nothing gets lost.
Connected to Gmail or Outlook: exchanges attach automatically to the right client record, appointments stay in sync.
A web application that works on desktop, tablet, and phone. Your salespeople update the CRM on the road, not on Friday night.
A custom CRM adapted to your team, not to theory.
HubSpot and Salesforce are powerful tools, but they're designed for enterprise sales teams. We build a CRM that matches exactly the size of your team, your sales cycle, and your work habits. Fast adoption, immediate impact. The real estate agents, accountants, and SMBs that trust us see results within the first month.
Your CRM data belongs to you. Not to a third party.
With a custom CRM, you host your own client data in Canada, you control access, and you don't depend on any third-party subscription. An increasingly concrete requirement since Law 25. If your team grows or your needs change, we evolve the CRM with you. No user limits, no billing surprises.
To your first working CRM
14 days
Data owned by you
100%
Monthly subscription fee
$0
By industry
A CRM that speaks your industry's language.
An accountant, a broker, and a construction contractor don't sell the same way. Here's what a custom CRM concretely changes in each industry.
Real estate brokers and agents
A CRM for real estate brokers tracks properties, buyers, sellers, and showings — not generic "deals". Each listing has its showing history, offers, and transaction documents.
Automated follow-ups keep you in touch with active buyers and past clients, your best source of referrals.
- ✓Property records linked to buyers and sellers
- ✓Tracking of showings, offers, and conditions
- ✓Automatic follow-ups with active buyers
- ✓Past-client outreach campaigns
Accountants and tax specialists
A CRM for accounting firms tracks each client through their annual cycle: taxes, financial statements, GST/QST remittances. You see at a glance which files are moving and which are waiting on documents.
Missing-document reminders go out automatically, and each client's full history is available to the whole team.
- ✓File tracking by tax period
- ✓Automatic missing-document reminders
- ✓Communication history per client
- ✓Engagement and billing tracking
Lawyers and notaries
A CRM for law firms links contacts, files, and deadlines. Each file follows the stages of your practice, with its limitation periods and critical reminders.
Business development becomes systematic: referral sources, initial consultation follow-ups, and mandate conversion rates.
- ✓Files linked to contacts and critical deadlines
- ✓Tracking of initial consultations and mandate openings
- ✓Referral sources and business development
- ✓Conflict checks in seconds
Insurance firms and financial services
A CRM for insurance brokers tracks policies, renewal dates, and cross-selling opportunities. Each client is contacted at the right time, before the deadline.
Your renewal volume is visible months in advance, and no opportunity for additional coverage goes unnoticed.
- ✓Scheduled renewals and automatic follow-ups
- ✓Cross-sell suggestions based on client profile
- ✓Policy and claims history
- ✓Compliance and communication traceability
Construction and renovation
A CRM for contractors tracks each project from quote request to final payment: estimate, contract, change orders, extras. Unanswered quotes are followed up automatically.
Your project book and quote pipeline fit on a single screen, accessible from the job site.
- ✓Quote pipeline with automatic follow-ups
- ✓Tracking of projects, change orders, and extras
- ✓Client history for repeat projects
- ✓Mobile access from the job site
Consultants and B2B services
A CRM for service firms tracks long sales cycles with several stakeholders per account. Every interaction moves the signature closer (or further), and you can see it.
Recurring mandates, contract renewals, and per-account growth opportunities are tracked systematically.
- ✓Multi-contact accounts with decision-making roles
- ✓Pipeline staged for long cycles
- ✓Renewals and growth per account
- ✓Reliable revenue forecasting
Distributors and manufacturers
An industrial CRM links clients, orders, and reps on the road. Each client's purchase history reveals volume drops before they become lost accounts.
Integrated with your ERP or inventory, it gives your reps the full account picture before every visit.
- ✓Purchase history and volume-drop alerts
- ✓Rep routes and visit reports
- ✓ERP and inventory integration
- ✓Quotes based on per-client negotiated pricing
Agencies and creative professionals
A CRM for agencies tracks opportunities from first meeting to signature, then links each client to their active mandates. Renewals and contract endings trigger automatic follow-ups.
Your business development becomes a steady machine instead of a slow-season activity.
- ✓Opportunity pipeline and conversion rates
- ✓Mandate renewal tracking
- ✓Lead sources and profitability per channel
- ✓Automatic follow-ups after proposals
A CRM Built for Your Industry
The ideal CRM for a real estate broker doesn't look like the one built for a law firm. We build a solution — CRM or client portal, depending on your reality — around your industry's vocabulary, processes, and obligations. Explore the page built for your field:
Comparison
Google Sheet, generic CRM, or custom CRM?
Each option has its place. Here's where each hits its limits, honestly.
| Google Sheet | Generic CRM (Salesforce, Monday…) | Oriana custom CRM | |
|---|---|---|---|
| Starting cost | Free | Low, then per user every month | From $5,000, once |
| Long-term cost | Time lost to manual entry | Grows with your team and modules | No subscription, no user limits |
| Fit with your industry | You improvise with columns | Generic, designed for everyone | Built around your processes and vocabulary |
| Automations | None | Capped by your plan | Unlimited, following your business rules |
| Integrations | Copy-paste | Often through paid third-party tools | Direct: email, accounting, ERP, phone |
| Data ownership | With Google | With the vendor, often in the US | Yours, hosted in Canada |
Our honest take: a Google Sheet is a fine starting point, and a generic CRM suits a standard sales process. Custom becomes worthwhile when your industry, your automations, or your subscription costs outgrow what the generic tool offers.
A CRM Hosted in Canada, Law 25 Compliant
Your client data includes personal information: contact details, purchase history, sometimes financial details. Since Law 25 came into force, where that data lives and who can access it isn't just a technical detail anymore — it's a legal obligation.
Your custom CRM is hosted on Microsoft Azure, on servers located in Canada. Unlike many generic CRMs hosted in the United States, your client data stays under Canadian jurisdiction, with the access controls and traceability Law 25 requires.
And because the CRM belongs to you, there's no per-user subscription and no invoice that grows with your team: you own the source code and the database outright — an asset for your business, not a perpetual rent paid to a third-party vendor.
- ✓Hosted on Microsoft Azure, infrastructure in Canada
- ✓Built to meet Law 25 requirements for personal information protection
- ✓No per-user subscription: one fixed price, no invoice that grows with your team
- ✓You own 100% of the source code and the database
How much does it cost?
Your custom CRM, starting at $5,000.
A custom CRM traditionally cost between $25,000 and $75,000. Thanks to modern development tools, we deliver a first working CRM (MVP) in 14 days at a fixed price: your pipeline, your client records, and your process, ready to use. We then add modules as your needs grow.
- ✓Pipeline and client records built on your process
- ✓Secure authentication and role management
- ✓Your data hosted in Canada, owned by you
- ✓Scalable: automations, integrations, and modules added over time
Why work with us?
In 2025, our team won first place nationally at the OSEntreprendre challenge, the largest entrepreneurship competition in Québec. We designed and delivered a mobile application from scratch, up against the best teams in the province. If we can win at a national scale, we can deliver your project.
Frequently asked questions
A CRM (Customer Relationship Management) is software that centralizes your prospects, clients, and the full history of your exchanges: calls, emails, quotes, invoices. It structures your sales process into a pipeline and automates your follow-ups, so no business opportunity falls through the cracks.
SaaS CRMs are excellent for standard teams, but they come with limitations: features you don't need, lack of customization, costs that explode as you grow, and dependence on a third party for your data. A custom CRM gives you exactly what you need, nothing more, built around your industry's vocabulary and processes.
Our MVP offer starts at $5,000, fixed price: a working CRM with your pipeline, your client records, and your process, delivered in 14 days. A complete CRM with advanced automations, multiple integrations, and dashboards generally lands between $10,000 and $40,000 depending on scope — a fraction of the $25,000 to $75,000 this type of project traditionally cost.
The first working version (MVP) is delivered in 14 days with our $5,000 offer. A complete CRM, with all automations and integrations, generally takes 4 to 12 weeks. We deliver in stages: your team uses the CRM while we build what's next.
Yes. Integration with your existing tools is often a priority. We can connect your CRM to your email (Gmail, Outlook), your accounting software (QuickBooks, Sage), your ERP, your phone system, or any other tool via API. The goal: zero double entry.
Yes, migration is part of the project. We import your contacts, history, and files from Excel, Google Sheets, or your current CRM (HubSpot, Pipedrive, Salesforce, Monday…), cleaning up duplicates along the way. You never start from scratch.
You do, entirely. The CRM and its database are your property, hosted in Canada on your infrastructure. No third-party vendor can view your client data, change its terms, or raise its prices. It's also a concrete advantage for Law 25 compliance.
That's precisely the point of custom: a real estate broker tracks properties and showings, an accountant tracks files by tax period, an insurer tracks policy renewals. We build the CRM around your industry's real processes, not a generic template to adapt.
No. Unlike subscription CRMs billed per user, your custom CRM has no monthly license fee and no user limit. You pay for development once, then only hosting (a few dozen dollars per month) and the evolutions you choose.
That's the real question, and it's where custom wins: the tool reflects the process your team already follows, in its own vocabulary, without the dozens of useless fields of a generic CRM. We train your team at launch and adjust the tool based on their feedback during the first weeks.
Yes. The CRM is a web application that adapts to every screen: desktop, tablet, and phone. Your salespeople and reps view and update their files on the road, with no app to install.
We start with a 15-minute call to understand your current sales process and identify the main pain points. It's free and without obligation. We then propose a CRM solution tailored to you, with a fixed price and a clear timeline.
Let's talk about your project
Tell us what you have in mind, even roughly. We come back quickly with a first read and a price range.
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