FIG 0.0 · CONTACTS

Your contacts, with their score and consentup to date.

The heart of your CRM: every person you do business with, with their A-F score recalculated in real time, their CASL consent tracked automatically, and all their history — emails, SMS, calls, deals — in a single feed.

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No credit card required.

toncrm.io 360 contact record: contact list, General info, Company, Consent and Tags sections, and a cross-channel 360 Activity timeline on the right.
FIG 0.1 · NATIVE IDENTITY-RESOLVER

One human. All your channels. One record.

When the same client talks to you from Messenger, your website and your Stripe, toncrm reunites their record on its own. No manual merge, no duplicates.

Their record is a cross-channel timeline: 12 event types in a single chronological feed.

vs the rest: HubSpot often merges by hand. Salesforce goes through « Person Accounts ». Here, the identity-resolver is native.
12 event types
Email SMS Call Note Deal Stage Task Form Appointment Tag Document Quote
FIG 0.2 · THE DIFFERENTIATOR

The only CRM that speaks CASL and RBQ.

This is where toncrm does what no English-speaking CRM does natively.

Consent expiry in 2 years
CASL / Bill C-28: implied consent expires after 730 days. toncrm calculates the date and alerts you 90 days ahead — you see which contacts become illegal to contact.
Alert 90 days ahead
Native RBQ verification
RBQ number field + automatic check against the Régie du bâtiment registry. Confirm a subcontractor has a valid licence before sending them to a job site.
RBQ registry
Immutable consent log
Every consent interaction logged (source, IP, who) append-only, plus a do_not_contact flag that can't be bypassed. Law 25 audit with no paid extension.
Append-only
Ahot · ≥80
Bengaged
Cwarm
Dcold
Finactive
Score recalculated in real time
Reaching grade A → SMS to owner < 30 min
FIG 0.3 · LEAD SCORING A TO F

Recalculated on every event.

25 events that move the score, with time decay (an email opened 2 months ago counts less than yesterday's). One special case: a signed document = +50, no expiry — a signature, you don't forget that.

As soon as a contact reaches grade A, an SMS goes to the owner in under 30 minutes, with the direct link to the record. And you wire a workflow onto the grade change: « B → A → SMS + urgent task + assign a senior ».

FIG 0.4 · DATA HYGIENE

Clean data, no wild merges.

3-level deduplication
Same email, phone, or hard identity = automatic merge. Name only = forced manual review — no wild merging.
Side-by-side merge, field by field
Two duplicate records? You pick which value to keep across 14 fields, side by side. Zero data loss.
Ghost-contact cleanup
Detects auto-created system / no-reply contacts and offers them for a reversible 30-day soft-delete, in bulk. Hygiene nobody else does.
14 automatic system tags
Engagement, temperature (hot / warm / cold), funnel stage, email status, intent — applied automatically on the right events.
CSV / Excel + Google Contacts import
FR aliases (« courriel → email », « tel → phone »), up to 5,000 rows auto-tagged by source. Plus native Google Contacts import.
30-day trash
Reversible deletion, automatic purge, Law 25 right to erasure.
FIG 0.5 · RECORD INTELLIGENCE

A record that thinks with you.

Contact AI memory
A 300-word summary + 5 to 15 key facts, regenerated continuously. You get a client's context in 5 seconds instead of scrolling 95 events — and a « next best action » button suggests your next move.
Semantic search
« Clients interested in a bathroom reno » — you search by intent, not just exact keyword. The search understands meaning.
Contact relationships
Household, couple, co-signer, guardian, guarantor… 8+ link types, with automatic mirroring. An invoice co-signer is truly linked — not just a note.
Firmographic enrichment
Opt-in: industry, company size, LinkedIn, logo, filled from the domain. You don't start from an empty record.
Lead's web journey
Before they even talk to you: pages visited, source (UTM, referrer), browser, region. You know where they came from.
Communication language FR / EN
Set per contact, authoritative — your sends go out in the right language. A CASL detail that matters.
FIG 0.6 · TONCRM CONTACTS VS THE REST

The difference, one line per capability.

Comparison of contact-management capabilities between toncrm.io, HubSpot and Salesforce
Capabilitytoncrm.ioHubSpotSalesforce
2-year CASL consent expiry YesNot nativeNot native
RBQ verification of subcontractors YesNot nativeNot native
Auto identity-resolver (Messenger / site / Stripe) AutomaticManual mergePerson Accounts (often paid)
Immutable consent log (Law 25 audit) IncludedLimitedLimited
Lead scoring with time decay IncludedPaid tierPaid tier
Unified cross-channel timeline IncludedMarketing HubAdd-on

Comparison made in good faith from competitors' public offerings. Third-party features change and some depend on the plan or an add-on module — check the competitor's current offering before deciding. « Native » = included by default in toncrm.io.

L'entrepreneur d'aujourd'hui
FIG 0.7 · GET STARTED

Get your contacts in order.

14 days free, no card. Or book a demo, we import your contacts with you.

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We import your contacts with you in a 45-sec demo.

FeatureFrom contact to signed deal — the pipeline The Kanban that turns a hot contact into a won deal.ComplianceLaw 25, CASL, PIPEDA compliance How we handle and protect your contacts' data.AI receptionClodyne, your AI reception Every inbound call creates and enriches the contact's record.
Essai gratuit 14 joursAppeler Clodyne

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No credit card · Setup done for you · French-language support

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