Custom CRM
A CRM shaped around how you actually work
Consulting practices, schools and clinics carry the same client for months. Sales-shaped CRMs handle that badly: you pay per seat for a pipeline you never use, and the fields you genuinely need are not there.
Where custom actually wins
Off-the-shelf software is not the enemy. These four points are where the gap opens up.
Only what you use
No paying for a sales pipeline you will never open. We build the screens that get used daily and stop there.
Fits your process
The software bends to the business, not the reverse — stage names and document lists in the words your team already uses.
Escape per-seat pricing
Usage-based instead of per-head, which matters most where staffing moves with the season.
Reports you asked for
The numbers you actually want, rather than whichever dashboard the vendor decided to ship.
SIMPLE LIO — case management
SIMPLE LIO is our case management system, built for work where a single client is tracked for as long as two years.
Intake through document collection, submission and outcome are built in, and choosing a visa stream generates the required-document checklist automatically. Most clients start here and adapt it rather than commissioning something from scratch.
Stages at a glance
How many cases sit at each stage, on one screen.
Checklists that build themselves
Pick the stream, get the document list; uploads tick items off.
Gaps surface early
Missing paperwork is flagged by the system, not by a government letter.
Clients kept informed
Stage changes notify the client, which removes most "any update?" traffic.
How the work runs
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1
Map the process
We draw how work moves today. This step alone usually surfaces steps nobody needed.
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2
Design the screens
Starting with what gets opened daily, tested against real records.
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3
Migrate and run parallel
Spreadsheet data comes across and both systems run side by side for about a month.
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4
Switch over and maintain
We keep adjusting after cutover — when the business changes, the system has to follow.
Frequently asked questions
Why not just use an off-the-shelf CRM?
If one fits, that is genuinely the cheaper answer and we will say so during the review. The trouble shows up in trades where a single client runs for a year or two and accumulates dozens of documents — sales-shaped CRMs bend badly around that, and teams quietly drift back to spreadsheets.
How is it priced?
By usage rather than per seat. Adding a person does not increase the bill; storing substantially more data does. For businesses with seasonal or part-time staff, that difference compounds quickly.
What is SIMPLE LIO?
It is our case management system, built for work where you track one client's progress over a long period — immigration and education consulting in particular. It ships with the intake-to-outcome stages and per-stream document checklists already in place, and most clients start from it and adapt rather than starting from nothing.
Can you migrate what we have in spreadsheets?
Yes, and it is part of the standard process because almost everyone starts there. The real work is agreeing cleanup rules first — spreadsheet data is rarely as consistent as it looks.
Where does the data live?
Canadian region by default. Because many of these businesses handle personal information, we settle storage location and access rules at the start rather than at launch, including per-role access where it is needed.
Can we change things ourselves afterwards?
The things that change often — fields, stage names, checklist items — are editable from the admin screen. Structural changes come back to us.