Our product · CRM
CTO+ CRM
that closes deals
and feeds your ERP.
Our own customizable CRM: a visual deal pipeline, smart next-step suggestions, contacts and tasks — connected to CTO+ ERP so every won deal becomes an order.
Know what to do next on every deal — and never lose a lead in a spreadsheet again.
CTO+ CRMthat closes dealsand feeds your ERP.
Visual pipeline
Drag deals between stages, see weighted forecast and spot stalled deals at a glance.
Contacts & scoring
One timeline per customer with calls, emails and notes, plus lead scoring to focus on the best prospects.
Tasks & automation
Automatic follow-up tasks, reminders and next-best-action suggestions for every rep.
Sales dashboards
Bookings, quota attainment, win rate and pipeline by region — live, in CAD and USD.
Email & calendar
Sync Gmail, Outlook and calendars so every conversation lands on the right deal.
ERP sync
Win a deal and CTO+ ERP creates the order, reserves stock and shows it on the 3D map.
Free live demo
Work a pipeline
in CTO+ CRM.
Drag a deal to Won and watch confetti and an ERP order appear. Check the dashboard, follow the suggestions, complete tasks.
- Drag a card to Won
- Open the Dashboard and use a suggestion
- Click a deal to log a call or add a note
- Switch on Auto follow-ups in Tasks
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Bookings by month
Win rate
Open pipeline by region
Leaderboard progress to quota
✦ AI next best actions one click to apply
| Contact | Company | Region | Score | Last touch | Deal |
|---|
Want it with your sales process and fields? Book a walkthrough →
✦ CTO+ AI
AI built in.
Your data stays in Canada.
Ask in plain language, get forecasts and alerts, draft emails and act in one click. Our private AI is designed to run in Canadian cloud regions or on your servers — and never trains public models on your data.
Answers in seconds
“What’s at risk?” “What should we reorder?” Just ask.
One-click actions
Reorder, ship, log and follow up straight from the answer.
Data sovereignty
Hosted in Canada or on-premise, with role-based access and a full audit trail.
Customization
Your pipeline
Stages, fields, scoring rules and approvals shaped to the way you sell.
Connected to the ERP
Won deals become orders, stock is reserved and revenue lands on the 3D map in CTO+ ERP.
Bilingual & compliant
English and French, with consent tracking and CASL/PIPEDA-friendly email tools.
Questions
What is CTO+ CRM?
CTO+ CRM is Canada Tech One’s customizable customer relationship management software. It manages leads, contacts, deals, tasks and sales dashboards, and connects directly to CTO+ ERP.
Can the CRM be customized?
Yes. Pipeline stages, custom fields, scoring, automations, reports and integrations are configurable, and we can build features specific to your industry.
Does it work without the ERP?
Yes. CTO+ CRM works on its own, and can also integrate with the ERP, accounting or e-commerce tools you already use.
Where is the CRM data hosted?
In Canadian cloud regions by default, or on your own servers, with role-based access and encryption aligned with PIPEDA and Quebec Law 25.
See it with your pipeline
