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Nametech Canada

Coming soon

NameCRM, the AI client system we run our own business on

Calls, email, texts, meetings, quotes, contracts, invoices and a client portal, on one record per client. AI answers the phone, drafts in your voice and keeps the paperwork moving. You stay in charge: nothing persuasive reaches a client until a person presses Send.

Join the waitlist
running our own agency since August 2026
Daily
running our own agency since August 2026
releases shipped since
500+
releases shipped since
AI features across the system
40
AI features across the system
record per client for every call, email and payment
1
record per client for every call, email and payment

Built for our own agency first

We built NameCRM because our days ran across six tools and things leaked between them: the missed call, the promise nobody wrote down, the fee that was agreed and never billed. So we wrote one system and moved our own agency onto it in August 2026.

It has shipped more than 500 releases since then, and we use every one the next morning. We are now preparing it for other service businesses. Join the waitlist and we will contact you in order as places open.

Included with NameCRM

An AI receptionist that answers when you cannot

The receptionist is part of NameCRM, not a separate product. It picks up when nobody else does, speaks in your own voice, knows your business and books straight into your real calendar while the caller is still on the line.

  • Answers every call you miss, day or night, and greets returning callers by name
  • Learns your business from your own website into a brief you can edit
  • Books, moves and cancels meetings in your calendar during the call
  • Texts the caller a recap when a meeting is booked or a callback is owed
  • Turns every request and promise into a task on the client's record
  • Lets you listen live and take the call over from your phone
  • Transcribes voicemail and summarises it with the actions to take
  • Understands French, Hindi, Urdu and Punjabi callers and replies in French or Hindi

What it does

Everything in NameCRM

Every conversation in one place

Email, texts and calls stop living in separate apps away from the client.

  • Your Microsoft 365 mailbox inside the CRM, with every message filed to the right client automatically
  • Two-way texting with picture messages, threaded per client
  • A business phone in the browser and the app: every device rings, calls are recorded, transcribed and summarised
  • Templates with merge fields, send later, and a short undo window on every send
  • Canadian anti-spam consent checked at send time, with one-click unsubscribe

Clients, deals and follow-up

Nothing a client said or asked for slips through.

  • One page per client with every email, text, call, meeting, file, quote and payment on a single timeline
  • Pipelines and deals, tasks and a My Day list, with tasks created from calls and meetings
  • A radar for loose ends: unanswered messages, meeting promises and deals nobody has touched
  • Stay-in-touch reminders, important dates, lead scores and churn risk with the reasons shown
  • Business cards and email signatures read into contacts, and duplicates merged with an exact undo

Calendar, meetings and booking

Meetings get booked, remembered and followed up without typing.

  • Two-way Google Calendar sync that updates within seconds
  • A public booking page that offers only your real free time
  • Meeting recording from your phone with live captions, a transcript and a written summary
  • A one-click brief before every meeting: who they are, what is open, what to raise
  • Suggested meeting places near you, near the client or halfway

Quotes, contracts and getting paid

The agreed price flows to the letter, the invoice and the books without retyping.

  • Quotes with up to four options that the client chooses and accepts online
  • Engagement letters with e-signature, the signed copy filed to the client automatically
  • Invoices through Stripe, plus e-Transfer, cash and cheque, credit notes and refunds
  • Recurring plans and card on file, where Stripe holds the card and NameCRM never sees the number
  • A QuickBooks Online mirror so your accountant works from the same numbers

A portal your clients actually use

Clients stop emailing to ask where their project is.

  • A private, branded page for every client with their deliverables, estimate and billing
  • A progress track worked out from what really happened, never typed by hand
  • A short list of what you need from them, each item one tap
  • Their upcoming meetings with a join button, and time they can book themselves
  • Previews that can expire on their own, with a watermark

Files, phone and peace of mind

The system works where you work and never loses anything.

  • A file drive per client, with sensitive folders that can never be shared by link
  • An installable app for phone and desktop that keeps working offline
  • Live updates on every device without a reload
  • A 30-day trash, exact undo and nightly backups
  • A full export of your data at any time

The AI inside

AI that drafts, reads and remembers, and never sends on its own

NameCRM uses Claude from Anthropic, speech recognition from Deepgram and a voice from ElevenLabs. The AI does the first draft and the paperwork. A person decides what a client sees.

Drafts, never sends

AI writes the draft. A person presses Send. The only messages that go out on their own are factual ones: booking confirmations, payment receipts and the receptionist's recap to the caller it just spoke with.

Grounded, never invented

Summaries use only what they were given, meeting suggestions that cannot quote the conversation are dropped, and numbers in a contract are locked against change.

Reads like you wrote it

Replies learn your voice from your own sent mail, and every AI text passes a cleanup that removes the phrasing that makes writing sound machine made.

Replies in your voice

Drafts an email or text as you, grounded in the client's whole history.

Polish and subject lines

Cleans up what you wrote without changing a fact, and suggests three subject lines.

Thread and attachment reading

Three-line summaries of long threads, and a short note on every PDF or image a client sends.

Reply intent

Tags incoming messages as interested, needs info, objection or upset, so you see who is warm.

Daily briefing and weekly review

A ranked list of what needs you today, and a short weekly read on the business.

Meeting summaries

Wants, promises, tasks and money pulled from the recording for you to accept or decline.

Contract drafting

Engagement letters tailored from your intake notes, with every number locked.

Website assessments

A prospect's site audited with measured scores and a written report in minutes.

Privacy and control, built in

  • Access control lives in the database itself, and your team joins by invitation only
  • Card numbers never touch NameCRM: Stripe holds them
  • Recordings, documents and backups sit in private storage behind short-lived links
  • Your database is hosted in Canada. The AI and phone services we connect process some data outside Canada, and we tell you which
  • Every release passes a security checklist and about 190 automated test suites first

NameCRM questions

Questions we hear

When can I subscribe to NameCRM?

We are preparing NameCRM for other businesses now. Join the waitlist and we will contact you in order as places open. The waitlist hears about pricing first.

Who is NameCRM for?

Small service businesses whose day is calls, emails, meetings, quotes and contracts: consultants, agencies, trades, coaches and studios.

Can I buy the AI receptionist on its own?

No. The AI receptionist is part of NameCRM, because it books into your calendar, files every call to the client's record and turns requests into tasks. It needs the rest of the system to do that.

Does the AI send messages to my clients by itself?

No. The AI drafts and a person sends. The only automatic messages are factual: booking confirmations, payment receipts and the receptionist's recap text to the caller it just spoke with.

Which email accounts does it work with?

Microsoft 365 mailboxes today. Gmail is not supported yet.

Where is my data kept?

Your database is hosted in Canada. Some connected services, such as the AI, phone and payment providers, process data outside Canada. You can export everything at any time.

Does it work outside British Columbia?

It is built for British Columbia today, with GST handled on top, BC statutory holidays and Pacific time. Other regions come later.

Can I bring my existing contacts?

Yes. A CSV import maps your columns, previews duplicates and never deletes anything.

Coming soon

Join the NameCRM waitlist

Tell us a little about your business. We will contact you in order as places open, and the waitlist hears about pricing first.

We use these details to contact you about this product by email, phone or text. They are saved in our own client system, which alerts our team. How we handle personal information and our Terms of Use.

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