A real CRM. Free until your practice is ready to grow. Then $1/day.
The full client record — people, households, companies, tasks, notes, relationships, and history. Built for advisory practices that need something clean, practical, and ready to use.
Free until you reach 25 combined People + Companies records. Then $365 CAD per user/year.
What crmIQ essentials is built for
Most small practices do not need a massive CRM project. They need a reliable place to manage the client relationship, know what needs attention, and keep follow-up from falling through the cracks.
Complete client record
Track people, households, companies, business partnerships, tasks, notes, and relationships in one clean workspace.
Built for daily use
A simple dashboard, due-soon tasks, recent activity, and clear record pages help teams focus on what matters today.
Simple to start
Free until your practice is ready to grow — without forcing you into a stripped-down demo or time-limited trial.
A clean CRM experience
crmIQ essentials keeps the screens practical: dashboard, people, households, notes, and tasks — without unnecessary clutter.
Dashboard
See tasks due today, overdue work, open tasks, and recently updated people.
Person record
Contact details, relationships, notes, tasks, and owner information in one view.
Households
Group related clients, notes, tasks, members, and household activity together.
Free to start. Then $1/day.
Use crmIQ essentials free until you reach 25 combined People + Companies records. When your practice is ready to grow, move to the annual plan at $365 CAD per user/year.
Included from day one
- People, households, and companies
- Tasks, notes, and relationships
- Simple dashboard and record views
- Profiles, customization, and team users
Ready for a CRM that feels usable?
Start with essentials now, then grow into deeper crmIQ and advisorIQ workflows when your practice needs them.