CRM in Quebec
A Quebec CRM, in the same tool as your quotes and invoices
Most businesses in Quebec, in IT services, construction or other services, keep their clients in a CRM, their projects or tickets somewhere else, and their invoicing in a third tool. The three do not talk, and someone retypes everything. The CRM in OKTO PSA lives in the same software as the rest of your work: projects or job sites, tickets and billing.
What a CRM has to do when you sell work
A general-purpose CRM is built to sell a product once. You sell work: a contract that renews, a job that moves forward in stages, a service that comes back every month. That is not the same job.
Follow an opportunity through to the contract
First call, quote, follow-up, signature. And above all what happens afterwards, which general-purpose CRMs drop.
Tie the client to their whole file
Their locations or job sites, their contacts, their contracts, their open requests. A salesperson calling back without knowing an urgent request has been sitting for three days starts at a disadvantage.
Feed the invoicing
What gets signed becomes a contract, and the contract becomes an invoice. With no manual transcription between two systems.
What a separate CRM actually costs
The licence price is not the cost. The cost is what the separation makes you do every week.
Double entry
A client created in the CRM, created again in the project or ticketing tool, created again in accounting. Three chances to get the same address wrong.
Records that drift apart
After a year, nobody knows which of the three is right. It is always the one nobody opened.
The commercial blind spot
The next quote or a contract renewal is prepared with the client's history: projects, requests, invoices. If all that lives elsewhere, the preparation does not happen.
Integrations to maintain
Every bridge between two tools is one more piece that breaks at the next update of either one.
Law 25, twice
Two hosts, two policies, two incident registers. Your obligations do not divide, they add up.
Your people’s time
The largest cost, and the only one that shows up on no invoice.
The CRM inside OKTO PSA, and where your data lives
The client module is one of the twenty-two shipped, with no tier to unlock. It shares the same dedicated database as the rest, hosted in Quebec. Details on the security page.
Clients, sites and contacts
One record per client, with its locations or job sites and its contacts. Service and billing use the same record.
Opportunities
From the first conversation through to the signed contract, with the stages you define.
Quotes and estimates
Produced in French or English, with GST and QST, from the same rates the invoicing uses.
Full history
Projects or job sites, tickets, quotes, invoices and assets, visible from the client record.
A dedicated database per client
Your data never shares a table with another subscriber's. Not once.
Hosted in Quebec
Traffic through the Cloudflare network; off-site backup copy in Canada. The list of subprocessors is in the data processing agreement.
The CRM follows you into the field
Selling does not only happen at the desk. Here is what we added so a client record follows you, and so nothing slips between two calls.
OKTO CRM on your phone
Prospects, open deals, clients, contacts, tasks and activities, in your pocket. Once the option is on, you install it on your phone's home screen.
The client's emails on their record
Emails exchanged through Microsoft 365 or Gmail show up on your client's or prospect's record. Read-only: nothing in your mailboxes is changed.
A price request in the right place
Your client asks for a price from the portal, and the request lands straight in your open deals, as an opportunity to handle.
Less re-entry, records that stay clean
A duplicate record, a forgotten project, a client who left while their invoices keep running. Here is what we added to avoid that.
Merge two duplicate records
All the history moves to the record you keep, the other is archived. A button even reads the company's website to fill in the record, and nothing changes before you confirm.
The project creates itself
When a quote is accepted or a purchase order arrives, the project is created with the client, the site and the amount. A note says what was done. Option to turn on.
Remove a client without forgetting anything
Archiving or removing a client stops everything running for them: contracts, recurring invoices, campaigns. A window shows all of it before you confirm. A client with history is archived, not erased.
Ready-to-use signature templates
Service agreement, quote acceptance, purchase order, confidentiality and more. Use them as they are, or duplicate them to adapt.
Regulations, inside Consents
A Regulation tab gathers the Canadian laws on privacy, email, texts and calls, with what each one requires of your CRM.
OKTHAV hands your data back
It exports your figures to Excel, CSV or PDF, in your company's look, and drafts emails for you to review before sending. Nothing goes out without your click.
You can take the CRM on its own
Nothing forces you to move your whole operation to use the CRM. OKTO PSA is modular: you turn on what you need, and the rest waits. A company that only wants to track its clients and its opportunities takes the CRM, full stop. It works one hundred per cent on its own.
The CRM alone, complete
Client records, sites, contacts, opportunities, quotes, history. No feature is held back because you did not take the rest.
Modules switch on when you want them
Tickets, projects or job sites, invoicing, assets: turn them on the day the need shows up, with no migration and no data re-entry.
Nothing to retype later
Because everything lives in the same dedicated database, turning on a module later plugs it into the clients you already have. Your data does not move.
Same price, by user bracket
Pricing follows the number of people, not the number of modules. Taking the CRM alone costs you no integration surcharge.
Hosted in Quebec from day one
A dedicated database, hosted in Quebec, whether you use one module or all twenty-two.
And if it does not fit
Your data belongs to you and exports. We say so up front, not afterwards.
Frequent questions
The questions we get asked
Your question is not here?
Write to us. A person in Trois-Rivières answers, within one business day.
Ask your questionIt follows your clients and opportunities from the first call through to the signed contract. In a service business it also has to tie the client to what they own and to their open tickets, otherwise the sales follow-up happens blind.
The licence price is not the cost. The cost is entering the same client in three tools, records that drift apart within a year, bridges between systems to maintain, and two hosts to document instead of one under Law 25.
Yes, entirely. OKTO PSA is modular: you switch on the client module on its own, with records, contacts, opportunities, quotes and history, without taking the service desk or the billing. No CRM feature is held back because you did not take the rest, and the other modules can be added later with no migration and no re-entry.
No. The client module is one of the twenty-two shipped, with no tier to unlock, and it shares the same dedicated database as the service desk and the billing.
In Quebec, in a database dedicated to your company and never shared with another subscriber's. Traffic goes through the Cloudflare protection network, and a backup copy is kept off site, in Canada.
Yes, in French or English, with GST and QST, from the same rates the invoicing uses. What gets signed becomes a contract, and the contract becomes a monthly invoice with no manual transcription.
One tool, from the first call to the invoice.
We look at how your clients, your quotes, your projects and your billing move today, and tell you plainly what bringing them together would change. No commitment.