Everything you need.
In one tool.

Every contact record brings together all interactions: emails sent, calls, appointments, invoices, signed contracts, internal notes and attached files. You see everything at a glance without switching tabs.

Kanban board with customizable stages (New, Qualified, Proposal, Negotiation, Won, Lost). Move your deals by drag-and-drop. Total value per stage visible in real time.

Associate several contacts with the same company. Visualize the decision-making hierarchy and total deals per company to better prioritize your B2B efforts.

Create segments with combinable filters: contact type, source, custom fields, last activity date. Lists update automatically when a contact matches the criteria.

Set up your scoring rules per action (email open = +5, completed call = +10, form submitted = +20). The score recalculates in real time with a visual timeline per contact.

Add as many fields as you need to your contacts, deals or projects. Supported types: text, number, date, dropdown, checkbox, file. Visible in forms and exports.

Upload your CSV or Excel file, map the columns to your CRM fields, and import in bulk. Automatic duplicate detection during import to keep your database clean.

The algorithm detects potential duplicates by name, email or phone. Merge in one click by choosing which data to keep from each record. History consolidated automatically.

A universal search bar that searches contacts, deals, invoices, conversations and documents all at once. Instant results with filters by type.

All your channels in a single conversation thread per contact. Reply by SMS, email or WhatsApp without switching tabs. Full history visible to your team.

Load a list of contacts and the dialer calls them one by one. Log the outcome (completed, no answer, voicemail) and move to the next. Daily stats in real time.

Buy local phone numbers right in toncrm.io. Inbound calls routed to the right team member. Call recording and automatic logs in the contact record.

Create reusable templates with variables {{prenom}}, {{entreprise}}, {{montant}}. Use them in your campaigns or individual replies. Open and click tracking.

SMS templates with the same dynamic variables. Send one at a time from the contact record or in bulk via campaigns. Track deliveries and replies.

Select a segment or list, compose your message (email or SMS), schedule the send and track the results: open rate, clicks, bounces, unsubscribes. Built-in A/B testing.

Create custom forms with the fields you want. Embed them on your website. Each submission automatically creates a contact in the CRM with the source tracked.

Satisfaction surveys, qualification quizzes, multi-step forms. The answers feed the contact record and can trigger automatic workflows.

Create variants, set the traffic split, and let toncrm.io determine the winner with statistical significance calculation. Results by affiliate where applicable.

Connect your social accounts and manage everything from toncrm.io. Post scheduling, per-platform analytics, and engagement tracking. No more juggling 4 tools.

Send automatic review requests after a service. The review gate directs happy customers to Google and captures unhappy ones privately. AI replies to existing reviews.

Create tracked links that, on click, trigger a workflow: add a tag, move in the pipeline, send an email, notify the team. Perfect for lead nurturing.

Create as many pipelines as you need: sales, recruiting, projects, support. Each pipeline has its own stages, colors and automations. An overview of values by stage.

A shared calendar with day and week views. Filter by team member. Create events, block time slots, and see scheduling conflicts instantly.

Share a booking link with your customers. They choose the service, date and team member. Automatic email confirmation with an ICS file for their calendar.

Connect your Google Calendar or Outlook. Events sync both ways: create an appointment in toncrm.io and it shows up in Google, and vice versa. Token auto-refresh.

Each member sets their working hours, breaks and days off. Booking pages automatically respect this availability. Quebec statutory holidays supported.

Create invoices in your brand: logo, colors, payment terms, notes. Automatic numbering. Statuses: draft, sent, pending, paid, overdue. Full history.

Your customers pay online by clicking the link in the invoice. Automatic reconciliation: the invoice moves to « Paid » as soon as the payment is confirmed. Visa, Mastercard, Amex.

Set the frequency (monthly, quarterly, yearly), the amount and the start date. toncrm.io generates and sends the invoice automatically each cycle. Zero manual work.

Every invoice generates a professional PDF you can download and share. The PDF includes your branding, line details, taxes and payment terms.

Set up automatic email reminders for overdue invoices. Customizable sequence: friendly reminder, second notice, formal notice. No more chasing manually.

Quebec taxes are calculated natively, not an add-on. Your GST and QST numbers appear on every invoice. Compliant with Revenu Québec requirements.

Each member has a profile with photo, contact info, role and action history. An overview of team activity: who does what, performance, last logins.

5 role levels: Owner, Admin, Manager, Member, Viewer. Each role has granular permissions over contacts, deals, invoices, reports and settings.

Your employees clock their arrival and departure. Categorization by project or task. Weekly timesheet with a manager approval workflow. Automatic reminders.

A scheduling calendar to create and assign shifts. Day, week or month view. Scheduling conflict detection and shift-swap management.

Create projects with stages, deadlines and assigned members. Kanban or list view. Track completion percentage and a visual timeline. Linked to contacts and deals.

Tasks with title, description, priority (high/medium/low), due date and assignee. Filter by status, member or date. Automatic reminders before the due date.

Set monthly or quarterly goals: number of deals, revenue, calls, appointments. A real-time progress dashboard with comparison by team member.

Real-time chat between colleagues. Direct messages or team channels. @mentions to notify a specific member. No need for Slack or Teams on top.

Create contract templates with variables that fill automatically from the contact record: {{prenom}}, {{adresse}}, {{montant_total}}. Instant generation.

Send your contracts to be signed online. The client signs by hand (drawing) or by typing their name. Full audit trail: IP, timestamp, device. Automatic reminders at D+3, D+7, D+14.

Every change to a document creates a new version. Browse the full history and restore any earlier version if needed.

Upload files (images, PDFs, documents) right into a contact, deal or project record. Organized by folder. Built-in preview for images and PDFs.

A workflow builder with triggers (form submitted, deal moved, tag added) and chained actions. If/else conditions, delays, loops. AI generation from a text prompt.

Create inbound and outbound webhooks to connect toncrm.io to any tool: Zapier, Make, n8n, or your own systems. Customizable JSON payload.

Oracle, the canonical text-based CRM agent, analyzes your conversations and suggests replies. Summarizes long exchanges into one paragraph. Generates emails, SMS and deal descriptions on demand. Every answer is cited and verifiable.

Install a chat widget on your site. The AI answers visitor questions 24/7, qualifies leads with predefined questions, and automatically creates the contact in the CRM.

Set up AI-based automatic replies for recurring questions. The AI understands the conversation context and generates natural answers in Quebec French.

The AI analyzes your team's conversations and assigns a quality score. Identifies what to improve: tone, response time, resolution. Personalized recommendations.

A central dashboard with customizable widgets: monthly revenue, open deals, conversion rate, activity per member, leads by source. Filters by date and team.

Built-in UTM tracking. Each contact is tied to its acquisition source. Multi-touch attribution reports: first-touch, last-touch, linear. ROI by marketing channel.

Select your metrics, dimensions and filters. Save your favorite reports. Schedule automatic email sends. Interactive charts and exportable tables.

A full export of your contacts, deals, invoices and conversations to CSV. Filters available before export. No restrictions — your data is yours, you can leave whenever you want.

Create sub-accounts for each business, branch or client (agency mode). Each sub-account has its own isolated data. Switch between accounts in one click.

Consent management per contact with an audit trail. Automatic consent expiry. Tools for access and deletion requests (GDPR). TLS 1.2+ encryption in transit and encryption of sensitive secrets. Privacy impact assessment (PIA) completed.

Every action in the CRM is logged: create, edit, delete, login. Filterable by user, date, action type. Essential for compliance and traceability.

Give your customers a portal in your brand. They can view their invoices, sign their contracts and book appointments self-serve. Full white-label: your logo, your colors.

Launch your affiliate program: commission tiers, coupon tracking, leaderboard, partner portal with an earnings dashboard, and automatic payouts.

Add a layer of security with two-factor authentication. Protect your team's accounts against unauthorized access. Compatible with standard authenticator apps.