End-to-end pipeline management from lead to ERP-synced order. MEDDIC-qualified deals, versioned quotes, partner self-service portal, and enterprise-grade security — all in one platform.
Purpose-built for distribution businesses that move product through channel partners. Not another generic CRM.
Built-in, fully configurable MEDDIC framework on every deal. Section-by-section scoring with completion badges visible on Kanban cards and tables. Admin-configurable fields, types, and requirements.
Drag-and-drop Kanban board with stage value totals, or switch to a sortable data table. View preference persists per user. MEDDIC score on every card.
Every revision creates an immutable version — full history, nothing overwritten. One-click revision creation, branded print view with your company logo, expiry tracking.
Branded portal where your partners review quotes, accept or decline with structured reasons, and track order status. Token-based invite onboarding. Strict data isolation.
Email timeline synced via Microsoft Graph API. Emails auto-mapped to CRM records by address and conversation. No manual data entry.
Overview, Pipeline, Forecast, Quotes, Orders, Team, Win/Loss, Activity. All date-filtered, all CSV-exportable. Pivot by stage, owner, or partner with collapsible groups.
Configure who can do what without a code deployment. Visual checkbox grid per role. Clone roles, create custom ones, scope to ownership. Permissions cached in Redis.
Automatic order submission to your ERP on quote acceptance via async SQS queue. Idempotency keys, exponential backoff retry, Dead Letter Queue for failures. Zero lost orders.
Our platform was designed from day one by engineers with deep information security backgrounds. Security isn't a feature — it's the foundation every line of code is built on.
Every API request authenticated via Cognito JWT. Every resource access checked against RBAC permissions. Every partner query scoped to their data. No implicit trust anywhere.
Zero static secrets in source code, environment variables, or logs. All credentials stored in AWS Secrets Manager with automatic rotation. CI/CD uses OIDC federation — no AWS keys anywhere.
Every state change across every entity is logged with actor, timestamp, IP, and metadata. Immutable audit_logs table. Activity timelines visible in the UI for full transparency.
Partner users see only their own partner's data — enforced at the service layer, not just the UI. Internal users scoped by RBAC ownership rules. No cross-tenant data leakage possible.
KMS encryption at rest for RDS, S3, and SQS. TLS 1.2+ in transit. CloudFront HTTPS-only with HSTS. VPC security groups chain ALB → ECS → RDS with no direct public access.
AWS WAF on the Application Load Balancer. MFA required for admin users via Cognito. Least-privilege IAM task roles — no wildcard permissions. Dependency and secret scanning in CI.
Our team holds certifications including CISSP, CISM, and deep experience with SOC 2, ISO 27001, and NIST frameworks. We don't just build software — we build it the way security auditors expect.
Your data stays in Canada on enterprise-grade AWS infrastructure with automatic failover, encrypted storage, and 99.9% uptime — so your team can focus on selling, not worrying about downtime.
Static export served via CloudFront CDN + S3. Sub-second global load times. Shared component library across internal CRM and partner portal.
Containerized on ECS Fargate behind ALB. RDS PostgreSQL with Multi-AZ failover, 14-day PITR backups. Redis for RBAC caching and sessions.
ERP integration, email sync, and reporting run via SQS queues with idempotency keys, exponential backoff, and Dead Letter Queues. Zero lost messages.
100% Infrastructure as Code. Blue/green deployments. CI pipeline: lint, test, build, scan, deploy. OIDC IAM role assumption — no static AWS keys.
Three infrastructure tiers, same application. Upgrade by changing a Terraform variable — no code rewrites, no migrations.
Pricing shown in CAD. Includes platform, hosting, and support. Custom deployment configurations available on request.
Get a personalized demo tailored to your distribution business. See how our CRM platform can streamline your lead-to-order workflow while meeting your security and compliance requirements.