Counted September 28, 2026
Nametech, a software company in Surrey, BC, has built 433 features that are live today across two products: NameCRM, the AI client system and custom CRM our own agency runs on, and iFloor, the operations software a Richmond flooring store runs every day. They range from a client portal with a bank-style vault to an AI receptionist whose every change is graded on practice calls first, 257 of them so far. Each line below is printed from the product's own feature records, and nothing is listed until it is switched on.
433live features
By the numbers
Counted September 28, 2026, from each product's own code and test records.
The ones buyers ask about
Most software sells features. These are the ones that change how a business runs, each one live, and each with the reason it is rare.
AI rewrites a letter's wording from your intake notes, a digit lock restores any clause whose numbers changed, and unfilled placeholders block sending.
AI can polish a contract but cannot alter a price, date or quantity.
Each version of a labour sheet is stamped with a fingerprint of the rate card it used, so changing a rate next month never rewrites a price a customer already saw.
A dispute months later can be answered from the exact rates that applied.
A caller already on file can get their invoices and plan texted to the number on file, built by code so the AI never sees a single figure.
Money stays out of the model entirely.
Approving the estimate runs straight into picking an install date and time on the store's own calendar, in three steps: date, time, sign.
The signature and the booking happen in the same sitting.
Messages and Files ask for a 6-digit code emailed to the address on file the first time on a device, valid 10 minutes, then the device is trusted for 30 days.
Bank-style second-factor protection on a client portal.
Each labour line carries an effort in hours from a per-product default, and the sheet converts the total into days using the assigned installer's own working day of 6 to 14 hours.
The estimate changes when a different installer is assigned, because crews work different day lengths.
Call recordings, message text and pictures are copied into your own private storage, verified, and then deleted from the phone carrier so no copy sits outside your control.
Every call is matched to a customer by number, caller ID or what was said in the transcript, and staff confirm or correct the match with one click.
Identifies callers from the conversation itself, not only the phone number.
iFloor reads both sides of every conversation and tracks whether the store or the customer owes the next reply, with the quote or question that proves it.
Most CRMs log messages; this one knows who is waiting on whom.
Every feature
433 live features in 7 chapters. Choose a chapter, a product or the service a feature proves; every card names its product and links to the service it proves.
These features carry a sale from the first conversation to a signed yes: one page per client, quotes customers accept online, measurements that price the job themselves and contracts signed without printing anything.
85 featuresNameCRM 53iFloor 32
Every client has one page where every email, text, call, meeting, note, file, quote, letter, invoice and payment sits on a single timeline, so nobody has to ask where things stand.
What sets it apartMost CRMs stitch email and billing in through add-ons; here every channel and every dollar is native to the same record.
CRM SystemsEvery touch a client makes, from opening an email to visiting their portal or signing a letter, lands in one live stream per client and one for the whole business.
What sets it apartPortal visits, letter views and email opens share one stream with calls and texts instead of living in separate apps.
CRM SystemsRun several sales pipelines with deals as their own records carrying value and stage, dragged between stages, and switch the whole module off if a business does not sell that way.
What sets it apartThe pipeline is a switchable module; turning it off hides every door and keeps the data.
CRM SystemsThe engagements board places each client after the furthest thing that really happened, such as a signed letter or a paid deposit, so a stage is never typed by hand and retainers run on their own track.
What sets it apartStages are derived from real records, so the board cannot disagree with the data.
CRM SystemsTen per-stage work boards tell you the next job for every engagement, from first lead through requirements, letter, build, delivery and recurring care.
What sets it apartThe pipeline tells you what to do next, not only where a deal sits.
CRM SystemsEach project has a cockpit showing its estimate, engagement letter, deposit, milestones, installment plan and every monthly fee, each one ready to be billed from the same screen.
What sets it apartThe agreed scope, the contract and the billing share one screen and one set of numbers.
CRM SystemsTasks carry due times, repeat on a schedule, move across a To do, Doing and Done board, attach to deals, projects and meetings, and gather into a My Day list.
What sets it apartTasks are created automatically from calls and meetings, so promises become tasks without retyping.
CRM SystemsA radar lists every inbound message unanswered for more than 24 hours on any channel, meeting promises from the last 30 days and open deals nobody has touched in 10 days.
What sets it apartIt watches email, texts, calls and meeting promises together, which single-channel tools cannot.
CRM SystemsAt-risk clients are listed with the plain reason, such as no reply in 45 days, no meeting in 90 or no payment in 45, and one tap opens a re-engagement draft.
What sets it apartEvery risk flag shows its reason instead of an opaque score.
CRM SystemsDuplicates are found by email, phone or name, and a merge moves every linked record in the database itself with an exact undo, so merging never loses a client's history.
What sets it apartThe merge runs inside the database across every table that points at a contact, not in the browser.
CRM SystemsNameCRM shows who opened a link you sent, from which message, how many times, and on which of their devices, right on their profile.
What sets it apartLink opens are tied to the exact text or email that carried them.
CRM SystemsNameCRM shows which sections of a quote the client read and for how long, so you know whether they reached the price or the terms.
What sets it apartSection-level read time is uncommon outside dedicated proposal software.
CRM SystemsClients sign on a private page by drawing or typing their name and agreeing, with time and IP recorded and double signing blocked.
What sets it apartReplaces a separate e-signature subscription.
CRM SystemsName, email, website and phone are pulled from a text thread by pattern matching with no AI, each shown with the message it came from.
What sets it apartPrivate text threads are never sent to an AI for this.
CRM SystemsEvery customer has one page showing their calls, texts, emails, quotes, labour sheets, projects, orders and installs, laid out in three columns: where they are, everything said, and what they bought.
What sets it apartField-service tools split the phone, the inbox and the job; here every channel lands on the same customer page.
CRM SystemsThe messages page lists every customer who never replied to the store, longest silence first, with the last thing staff said to each, so no conversation dies unnoticed.
What sets it apartSurfaces what did not happen, which ordinary inboxes cannot show.
CRM SystemsWhen a customer opens their estimate, the salesperson who owns the job gets a push saying they are looking right now, and if they leave without signing or booking, a follow-up task appears.
What sets it apartSent only to the owner of the job, not broadcast to the whole team.
CRM SystemsA project groups every order, labour sheet and install at one address, is created with a customer's first job, derives its status from the work and keeps a live timeline of every event.
What sets it apartA kitchen and a staircase at one house are one story for the customer and two jobs for the store.
CRM SystemsQuotes apply GST and PST separately, honour a customer's PST exemption, and tax shipping for GST only because it is a service.
What sets it apartCanadian and BC tax rules are part of the product, not a spreadsheet afterthought.
ERP SolutionsThe quotes list shows each quote on one line with its age first and floats quotes that were read but not answered to the top, so 18 fit on one screen.
What sets it apartSorted by how actionable a quote is, not by date created.
ERP SolutionsOne labour sheet carries a job from measurement to paid, holding labour and materials side by side, conversation, versions, payments, photos and booking, through nine stages from draft to paid.
What sets it apartFlooring-specific: labour priced beside materials on one document the customer signs.
ERP SolutionsEach version of a labour sheet is stamped with a fingerprint of the rate card it used, so changing a rate next month never rewrites a price a customer already saw.
What sets it apartA dispute months later can be answered from the exact rates that applied.
ERP SolutionsEach labour line carries an effort in hours from a per-product default, and the sheet converts the total into days using the assigned installer's own working day of 6 to 14 hours.
What sets it apartThe estimate changes when a different installer is assigned, because crews work different day lengths.
ERP SolutionsRooms by length and width, flooring type and pattern waste of 10, 15 or 20 percent turn into a box count, cutting both short orders and leftover boxes.
What sets it apartBuilt for flooring patterns, not a generic area calculator.
ERP SolutionsThe installer measures each area by length and width on a phone, marks install or removal, and the numbers feed straight into the priced labour sheet with waste applied to install only.
What sets it apartMeasurements go into the price, not onto paper for someone to retype.
ERP SolutionsA client's page opens on a short brief with the one money step that matters next and a billing panel that every invoice reads from.
CRM SystemsSet how often you should speak to each person and NameCRM shows who has slipped past it, with one definition of overdue used everywhere.
CRM SystemsThe bell lights up the moment a client re-opens your email or replies within the hour, so you can call while they are reading your proposal.
CRM SystemsSelect many contacts for one action, edit any cell in place with an instant rollback if the save fails, and choose which columns the table shows.
CRM SystemsCompanies are records of their own, linked to their people, deals, files and notes.
CRM SystemsNotes are first-class records on contacts, deals and companies, shown as a timeline with attachments and pinning.
CRM SystemsCtrl or Cmd K reaches every person, page and action, and the header search finds words inside emails, texts, notes, deals and files, grouped by type.
CRM SystemsKeyboard shortcuts can be remapped in Settings, and they never fire while you are typing an email.
CRM SystemsYou define where leads come from, and every report and score uses your list rather than a generic one.
CRM SystemsBuild fixed-price packages whose line items describe scope, with discounts as a target price, an amount or a percent, tax on top or included, and installment plans.
CRM SystemsOne money calculation feeds the estimate, quote, letter, invoice and PDF, so the price a client agreed can never appear differently anywhere else.
CRM SystemsA quote can offer up to four options, each priced on the server with tax, deposit and optional monthly fee, and the one the client picks becomes the money everywhere.
CRM SystemsClients tick optional add-ons on the quote page and ask a question in a box that reaches you, on any phone.
CRM SystemsA client accepts a quote online by typing their name, recording time and IP, and acceptance raises the deposit invoice, drafts the balance and tells you.
CRM SystemsQuotes print as a branded PDF with tax facts, and Revise publishes a new numbered quote that replaces the old one while keeping it on file.
CRM SystemsA quote can be written for any client from Billing without a project, and stays a draft that reaches nobody until you tick how it is delivered.
CRM SystemsEngagement letters are built from per-service templates filled from the project's own facts, and several services can merge into one letter.
CRM SystemsEvery letter keeps its earlier versions with one-click restore.
CRM SystemsLetters render as a real server-built PDF with page breaks, the company mark, installment plans and a counter-signature block stamped once signed.
CRM SystemsEvery letter template says what is included, states that anything not listed is not, and carries the protections without promising response times or cadences.
CRM SystemsThe agreement opens framed inside the client's portal and is signed without leaving it, and only NameCRM and the portal may frame it.
CRM SystemsOnce signed, both sides get the PDF plus the next step: pay the first month, view the paid invoice, open the portal, or book a call in one click.
CRM SystemsThe signed PDF is filed on the client's record and shared into their portal files, and staff can resend it.
CRM SystemsA letter or quote is only marked viewed when the client opens it, never when you or your staff preview it, and a draft is never viewed.
CRM SystemsA polite crawler reads up to 15 pages of a prospect's site for broken links, contact details, trust signals and technology, and Google PageSpeed scores it.
SEOThe audit recognises about 70 technologies, tracking pixels, mail providers and schema on a site.
SEONameCRM reads a site's colours, fonts and logo and proposes a palette, checking the site's leading colour agrees before it trusts the logo.
Custom Website DevelopmentFrom the crawl and client history, AI writes positioning, voice, a sitemap, recommended templates and open questions, plus a draft estimate.
Custom Website DevelopmentMockups and reports from a run are reviewed in a file manager and published into the client's portal.
Custom Website DevelopmentAny finding can become a task, a talking point or an outreach draft, and many sites can be assessed in one batch.
SEOYour website's forms land as matched contacts with a notice to you, and job applications are filed and tagged separately.
Custom Website DevelopmentPublic sign-up pages for contests and workshops tag each entrant, confirm by email and text, and a prize draw picks its winner on a wheel at the set time.
CRM SystemsCard batches and sign-ups are tagged with the event they came from, feeding a report on whether the event was worth it.
CRM SystemsDrip sequences stop the moment someone genuinely replies, recognise out-of-office replies as not a reply, and show the reason each one stopped.
CRM SystemsYour accent colour, logo and business name run through the whole app, with in-app help, a feedback button and a what's new panel.
CRM SystemsSettings is a rail of sections on one page rather than one long scroll of forty cards.
CRM SystemsCreating a customer whose name already exists raises a warning, and an order typed with a known name is matched to the existing record first.
CRM SystemsWhen staff pick a customer on a new order, job or labour sheet, iFloor offers to attach it to that customer's open project or order instead of creating a duplicate.
CRM SystemsOne keyboard shortcut searches customers, orders, projects and labour sheets from anywhere in the app.
CRM SystemsStaff build material quotes from a searchable catalogue with custom lines, discounts, payment terms and a branded PDF; the server does all the money math and the database issues every quote number.
ERP SolutionsA quote can be copied without touching the original, attached later to a labour sheet, and shows every sheet that prices off it.
ERP SolutionsLabour and materials go to the customer as one email with both PDFs attached and one text message, leading with the combined total.
ERP SolutionsEvery labour sheet is recalculated on the server from the owner's rate card with per-section minimum charges; only staff can override a rate, and numbers typed in a browser are never trusted.
ERP SolutionsWhen the on-site measurement changes an estimate, staff review the revised version against the original area by area before the customer sees it, and can step through every version.
ERP SolutionsCommon groups of labour lines are saved as one-click templates, and a sheet can be duplicated as a fresh draft that shares its material quote instead of creating a second one.
ERP SolutionsThe terms and customer preparation steps on a sheet are chosen by the kind of work on it, so a customer getting carpet removed reads different prep than one getting stairs.
ERP SolutionsIf the price on an approved sheet goes up, the sheet goes back to the customer for approval again.
CRM SystemsBranded labour sheet and quote PDFs are rendered by headless Chrome from the same page as the print view, so what the customer downloads is exactly what staff see.
ERP SolutionsFrom their portal a customer picks a measurement time in 30-minute slots from 8:00 to 4:30, windows where every installer is booked are greyed out, and staff confirm in place.
ERP SolutionsSubmitting a measurement stamps who measured it and notifies the salesperson, and any later edit or override of a calculated area is recorded.
ERP SolutionsA measurement visit cannot be marked complete like an install, never counts toward installer earnings, and ends with a submit-to-salesperson step.
ERP SolutionsOnce a measurement date has passed, the customer's page stops offering to change it and says the salesperson will follow up, judged in the store's own timezone.
CRM SystemsThe operator console carries a sales CRM for iFloor itself, with contacts, companies, deals, owners and recorded consent.
CRM SystemsThe ifloor.app demo form posts to the operator console with a spam honeypot and a rate limit, and lands as a lead in the sales CRM.
Custom Website DevelopmentThe public pricing page is generated from the same plan matrix that defines each tier's features, so the site and the product cannot disagree.
Custom Website DevelopmentEvery release gets a plain-language entry that publishes to ifloor.app/changelog, and the build refuses app changes without one.
Custom Website Developmentifloor.app ships per-page structured data, canonical tags, a sitemap and light and dark themes that follow the visitor's device.
Custom Website DevelopmentThese features send the invoice, take the card payment, run the recurring plan and keep the books in step, so a payment counts once and QuickBooks agrees with the CRM and with Stripe.
33 featuresNameCRM 26iFloor 7
Customers, estimates, invoices, payments, refunds, fees and payouts are mirrored to QuickBooks Online with the same numbers, and card money runs through a clearing account so nothing double counts.
What sets it apartThe accountant works in QuickBooks with no double entry.
ERP SolutionsA client can keep several cards on file, Stripe holds every card number, and the default only changes for a good reason such as expiry or two failures.
What sets it apartCard-on-file billing without the CRM ever touching a card number.
ERP SolutionsAfter signing a monthly agreement, the client pays the first month by card in one step, the card is saved for future months, and a decline gets one polite try-another-card email.
What sets it apartSigning, first payment and the recurring plan happen in one flow.
CRM SystemsInvoices are built from the finalized labour sheet with deposits applied, and each job keeps one invoice number forever.
What sets it apartThe invoice cannot disagree with what the customer approved.
ERP SolutionsWhen a sheet is finalized, the salesperson's commission is recorded at their rate, 5 percent by default; staff see their own, the owner sees all and marks them paid.
What sets it apartNo month-end commission spreadsheet.
ERP SolutionsA full-page invoice builder saves as you type, with tax per line, No GST lines, a discount line, due terms, memo, PO reference and CAD or USD.
ERP SolutionsLine items autocomplete from your services, QuickBooks items and Stripe products at once.
ERP SolutionsAn invoice is finalized through Stripe and verified to the cent, and if the totals disagree the Stripe copy is voided and your draft stays untouched.
ERP SolutionsEach invoice page shows one card for its state and a timeline from drafted to finalized, sent, paid and refunded.
ERP SolutionsRecord an e-Transfer, cash or cheque against an invoice, with part payments that never make Stripe ask for too much.
ERP SolutionsRefund part or all of a payment, credit an open invoice without moving money, or write it off, and each reaches the books correctly.
ERP SolutionsOverdue invoices line up oldest first with reminder drafts that escalate from gentle to firm to final, plus a promised-date field that shows when a promise is missed.
ERP SolutionsA factual receipt goes to the client automatically once money settles, exactly once, and never claims a card was charged for an e-Transfer.
ERP SolutionsStripe events are verified and stored before they are applied, so a payment is counted exactly once and paid never flips back.
ERP SolutionsOne compatibility reader understands every shape of Stripe's data, so a Stripe API change cannot quietly break payments, receipts or plans.
ERP SolutionsA declined card lights your bell with the reason.
ERP SolutionsUS dollar payments are stored with the Canadian amount Stripe actually settled, so every revenue total adds in one currency.
ERP SolutionsTotals are checked across Stripe, NameCRM and QuickBooks, a sale is linked once so it never becomes a second invoice, and nothing merges silently.
ERP SolutionsRevenue, expenses and profit by month are read live from QuickBooks' own reports, so the CRM never shows a second answer.
ERP SolutionsA rule book files recurring transactions and a review queue catches the rest, so books are kept weekly instead of at tax time.
ERP SolutionsThe zero-dollar trial invoices Stripe opens for future-dated plans are never turned into real invoices or sent to the books.
ERP SolutionsOne Billing overview holds the books, recurring revenue split by cycle and any length of time you choose.
ERP SolutionsRecurring plans collect by emailed invoice or by charging the card on file, and the Plans board shows every running plan with monthly and yearly totals in Canadian dollars.
ERP SolutionsA care plan is scheduled when a quote is accepted and started on delivery, with pause, resume and cancel at period end, and failed renewals drafted for follow-up.
ERP SolutionsSend any contact a secure link to add a card, valid for 60 days, with their consent recorded.
ERP SolutionsA client's monthly charge is always read from their live plan, so the number on their record cannot drift from what is actually billed.
ERP SolutionsThe invoice and plan builders know whether a client pays by card or invoice and default to the card on file.
ERP SolutionsWhen the installer marks a job complete, iFloor creates the invoice and payment record and texts the customer and the salesperson.
ERP SolutionsThe customer opens their invoice from a private link showing deposit and balance, and acknowledges it with a consent box that records the time and address.
CRM SystemsStaff record deposits and payments by cheque, cash or e-Transfer in one ledger, one balance shows everywhere, and paying in full sends the customer and installer a branded thank-you.
ERP SolutionsA staff page lists every job with money still owed, to the store or to an installer, with CSV export.
ERP SolutionsCustomers get a payment reminder 7 days after an invoice and a warning 3 days before a quote expires.
ERP SolutionsThese features give every client a private portal, put every email, text and call on their record, and keep a business phone and calendar inside the same app.
102 featuresNameCRM 65iFloor 37
A three-pane mail client runs your Microsoft 365 mailbox inside the CRM with folders, threading, flags, reply and forward, and delete only ever moves mail to Deleted Items.
What sets it apartA full mail client inside the CRM rather than a sidebar plug-in.
CRM SystemsMail you send from Outlook directly, and every reply you receive, is filed onto the right client automatically, with history backfilled to January.
What sets it apartMail written outside the CRM still reaches the client page and the AI.
CRM SystemsEvery inbox row is sorted into People, Automated or marketing slop by rules you teach in one tap, known contacts and Microsoft's own verdict, before any AI is spent.
What sets it apartA new lead defaults to People, so a real person is never foldered away.
CRM SystemsEvery email the system sends, and every email you compose, goes out on one branded layout, and a build gate refuses any code that tries to send a second look.
What sets it apartBrand consistency is enforced by an automated gate, not a style guide.
CRM SystemsConsent under Canada's anti-spam law is checked at the moment mail leaves, failing closed, and every commercial email carries a one-click unsubscribe with undo.
What sets it apartCASL compliance is built into the send path, not left to the user.
CRM SystemsIf your mail provider blocks outbound sending, NameCRM switches to a second delivery rail and files a copy in Sent Items, with a banner saying which rail is active.
What sets it apartAutomatic failover to a second mail provider is rare in small-business CRMs.
CRM SystemsThe browser and the installed app act as your business phone: every signed-in device rings, first to answer wins, and Answer and Decline sit on the notification itself.
What sets it apartA full business phone inside the CRM, replacing a separate phone service.
CRM SystemsA new booking finds or creates the client's portal, branded from their own website, and the confirmation email carries its link.
What sets it apartEvery new client arrives with a portal and nobody sets it up by hand.
CRM SystemsFor in-person meetings the calendar suggests vetted spots near you, near the client, halfway or in any city, checked against the day and time.
What sets it apartBuilt for businesses without an office.
CRM SystemsEvery client gets a private, branded portal with their deliverables, design previews in a phone frame, estimate, billing, files and messages.
What sets it apartThe portal is fed live by the CRM, not a separate tool to keep in sync.
CRM SystemsEach client has one private thread in their portal, answered from the CRM like texts, with Seen receipts both ways and an unread badge on every portal page.
What sets it apartNo email ever carries the words or a file name; the client is only told a message is waiting.
CRM SystemsMessages and Files ask for a 6-digit code emailed to the address on file the first time on a device, valid 10 minutes, then the device is trusted for 30 days.
What sets it apartBank-style second-factor protection on a client portal.
CRM SystemsA customer reads a quote in their portal and either asks for changes or accepts by typing their name; the name, address and a full snapshot are saved and the quote locks.
What sets it apartStaff can reopen a quote and the acceptance record survives the reopen.
CRM SystemsStaff copy a customer's portal link straight from the quote to paste into a message; it copies instead of opening so a staff visit is never counted as the customer looking.
What sets it apartKeeps the customer engagement signals honest.
CRM SystemsCustomers open one private link, no account or password, to see their job's status, the one next step, documents, photos, money and a chat with the store.
What sets it apartRemoves the where-are-we-up-to calls without asking a homeowner to create an account.
CRM SystemsThe customer signs with a finger, types their name, ticks consent and chooses labour, materials or both; the drawn image, name, time, IP and browser are saved, and nothing can be signed twice.
What sets it apartNo e-signature subscription or seat; approval flows straight into the job.
CRM SystemsApproving the estimate runs straight into picking an install date and time on the store's own calendar, in three steps: date, time, sign.
What sets it apartThe signature and the booking happen in the same sitting.
CRM SystemsCustomers rate the job 1 to 5 stars; 4 or 5 shows a Google review button and a referral card, lower scores go quietly to staff, and staff send review requests when the moment is right.
What sets it apartMore public reviews and fewer public complaints, by design.
CRM SystemsA customer who lost their portal link can get it texted again without typing anything, and staff see when someone keeps asking.
What sets it apartThe response is identical whether or not a match exists, so it reveals nothing to a stranger.
CRM SystemsA store's single brand colour generates the full palette with readable contrast; its name, logo, hours, address and phone come from its own settings, and customer links carry its own web address.
What sets it apartWhite label derived, not typed: a new store sees its own details on day one.
CRM SystemsStaff send and receive texts on the store's number inside the app, threaded per customer, with delivery status on every message and photos by MMS.
What sets it apartTexts belong to the business, not to one person's phone.
CRM SystemsLinks in texts use a domain carriers trust, staff are warned before texting a US number that carrier rules can block, and a customer who texts STOP is opted out.
What sets it apartKnows the difference between Canadian and US texting rules.
CRM SystemsStaff make and take calls on the store's number from the browser, with hold music, a ringtone, a full-screen incoming call screen, speed dial and internal calls.
What sets it apartA real business phone inside the CRM, every call on the customer's record.
CRM SystemsStaff and installers chat with photos, voice notes, GIFs, reactions, replies, forwarding and @mentions of a job, PDFs open in a built-in viewer, and a text reaches anyone who is away.
What sets it apartMessages mention jobs directly, so the conversation stays attached to the work.
CRM SystemsAvatars show who else has the same order or job open, and a save is refused if someone else changed the record first.
What sets it apartTwo people never overwrite each other's work unknowingly.
CRM SystemsAny address on your Microsoft 365 business account can send from the CRM through one organisation-wide connection, with its own signature, and replies go out from the address the client wrote to.
CRM SystemsA message can be queued for review instead of sent, and the Outbox shows every scheduled and review item as a chat, grouped by person.
CRM SystemsThe composer rail follows whoever you are writing to, shows what the AI knows about them, and attaches the actual invoice, quote or letter PDF rather than a link.
CRM SystemsEvery email has a short undo window after you press Send.
CRM SystemsEmails and texts can be scheduled for the exact time you pick, moved from the Outbox, and can never send twice or after you cancel.
CRM SystemsA template library with folders and merge fields refuses to send while any blank is unfilled, so no client ever receives a raw placeholder.
CRM SystemsA saved draft lands in your real mailbox Drafts folder on every device and keeps its attachments and Bcc when you pick it up again.
CRM SystemsA signature designer builds a branded signature card with logo and live preview for each sending identity.
CRM SystemsAn automated check renders all 34 system emails at phone width and refuses any that overflow or wrap a button.
CRM SystemsOutgoing mail is wrapped so recipients in dark mode never see black text on black, and pasted text is cleaned of colours that would break it.
CRM SystemsNewsletters you receive can be unsubscribed from in one click inside the inbox.
CRM SystemsAn address is only marked bad on a real permanent failure, so a spam filter on the other side never gets a good client blacklisted.
CRM SystemsEmail opens are tracked and shown on the client's timeline, and your own reading is never counted as the client's open.
CRM SystemsA built-in check reads the SPF, DKIM and DMARC records on your sending domains so mail lands in the inbox.
CRM SystemsNotices meant for you come from NameCRM to your own inbox and stay off the client's record, while letters to clients come from you by name.
CRM SystemsTo, Cc, Bcc and the text field autocomplete from your contacts, with visible wells so you always see who a message will reach.
CRM SystemsTexts are threaded per client with delivery receipts that settle each bubble, so texting lives on the client record instead of someone's personal phone.
CRM SystemsPictures can be sent and received in texts, on their own or with words, now or later, and incoming pictures are kept in private storage.
CRM SystemsEach business number has its own inbox, you choose which line sends, and a reply always goes out from the number the client texted.
CRM SystemsThe text composer has templates, an emoji picker, dictation, AI draft and polish, and an honest counter that shows how many message segments you will be billed for.
CRM SystemsA call bar follows you around the CRM and survives a refresh, with hold, mute, add a person, transfer and a keypad.
CRM SystemsA daily reconcile asks the phone carrier what it holds and brings home any text, picture or voicemail the CRM missed; its first run recovered 7 lost texts.
CRM SystemsEvery business number's call, text and backup settings are read from the carrier and shown in one place, and every line gets a carrier-hosted fallback.
CRM SystemsNine months of texts and voicemails from a previous phone provider were imported and threaded onto the right clients, playing from private storage.
CRM SystemsAfter a meeting you record completed, no-show or cancelled with a note, a follow-up is prompted, and repeated no-shows flag the contact.
CRM SystemsDay, three-day, week, month and agenda views with drag to move and resize on a 15-minute snap, recurrence, guests and Google colours, built to feel like Google Calendar.
CRM SystemsChanges in NameCRM reach Google instantly, and changes made in Google arrive within seconds through a push channel with an hourly safety check.
CRM SystemsCalendar invites show Google's receipt and every guest's reply on their chip, and an edit in NameCRM never wipes a guest's acceptance.
CRM SystemsToggling Google Meet mints a real Meet link and ticks the invite email, with contacts suggested as guests.
CRM SystemsClients book from your real free time in their own timezone, with lead time and business days respected, and reschedule or cancel from a private link.
CRM SystemsProspects answer a short questionnaire that adapts to the topics they picked, and the answers land as a pinned note, a notification and an email before the call.
CRM SystemsThe person who books becomes a guest on a real Google invite with Meet included, gets a confirmation text with a deep link, and cancellations reach Google too.
CRM SystemsDefine bookable meeting types with duration, buffers, minimum notice and a daily cap, plus working hours, blocked dates and statutory holidays that booking honours.
CRM SystemsA scheduler on the client's own page shows your real month and availability and books without leaving the record.
CRM SystemsA private, rotatable subscribe link puts your NameCRM calendar on any phone calendar, and booking confirmations carry a calendar file.
CRM SystemsThe database gives every new contact a portal the moment they are created, from any door, and a trashed contact's portal closes.
CRM SystemsA client can ask for their portal link on its front page and it is emailed only to the address on file, with the same answer whether or not the address is known.
CRM SystemsThe portal home shows the client's stage worked out from real evidence, never typed by hand, plus what is coming up and what was recently completed.
CRM SystemsA short list of what the client owes, such as a letter to sign, a quote to answer, an invoice or a failed card, each a tracked one-tap action.
CRM SystemsUpcoming meetings show a live countdown and a Join button, and the client can add, reschedule or book time from the portal.
CRM SystemsEvery portal carries the owner's card to book, call, text, email or save the contact in one tap.
CRM SystemsClients read, choose and accept quotes inside their portal.
CRM SystemsThe portal shows open invoices with a pay page and PDF, receipts, the running plan and any first month due.
CRM SystemsClients upload and download files in their portal, and a request such as send us your logo stays open until an upload answers it.
CRM SystemsA mockup can run on its own clock with a watermark and copy guard while the rest of the portal stays open.
CRM SystemsA signed link from an email or text opens the client's portal directly with no password, and passwords are kept for protected sections only.
CRM SystemsA whole portal can be downloaded as a single offline HTML file, with each proposal also available on its own.
CRM SystemsEach client has a Drive-grade file space with folders, thumbnails, whole-folder drag and drop, previews, search, a storage meter and files up to 200 MB.
CRM SystemsA company drive holds the business's own files beside every client's.
CRM SystemsSensitive folders ask to confirm before opening, stay out of the client overview, keep the flag when moved, and can never be shared by link, enforced on the server.
CRM SystemsWrite documents and spreadsheets inside the CRM, with formulas, formatting, version history, PDF and true Excel export.
CRM SystemsCall recordings, message text and pictures are copied into your own private storage, verified, and then deleted from the phone carrier so no copy sits outside your control.
CRM SystemsThe customer sees seven steps, estimate, measure, review, approve, booked, done and paid, driven by the same source staff use so the two views can never disagree.
CRM SystemsThe top of the portal shows the single thing the customer needs to do next, such as book a measurement, review or sign.
CRM SystemsAn unsigned estimate triggers a customer reminder at 24 hours and staff alerts at 48 hours and again at 7 days.
CRM SystemsCustomers message their salesperson and their installer in separate threads with photos, a typing indicator and read receipts, and the chat becomes read-only once the job is paid.
CRM SystemsEvery job photo and video reaches the customer's gallery with light thumbnails, iPhone HEIC photos are converted, and customers can upload their own photos.
CRM SystemsDuring the install the customer's page shows which parts of the job are done, not just a percentage, updating as the installer ticks them off.
CRM SystemsThe portal shows the total, what has been paid and the balance, with a ledger listing each payment's method, date and whether it cleared.
CRM SystemsEach store turns portal sections such as payments on, off or coming soon, and the portal adapts without code changes.
CRM SystemsThe estimate, the invoice and, once a job is complete and paid, a 1-year labour warranty certificate sit in the portal as branded documents the customer can open and download.
CRM SystemsA customer picks a new date from their portal, and staff and the installer are notified.
ERP SolutionsThe portal gives the store's preparation steps before the install and care tips after, an add-to-calendar button, and a projected finish date in business days that prefers the installer's own estimate.
CRM SystemsA public page lets a customer check an order with its number and the last 4 digits of their phone, and staff can share a tracking link.
CRM SystemsAn incoming text is matched to its customer and project automatically, and every automated text the system sends appears in the same thread.
CRM SystemsEvery send path refuses a message that still contains an unfilled placeholder, so a customer never receives a text with a blank where their name or date should be.
CRM SystemsIncoming calls ring staff in a set order, respect do-not-disturb, and follow after-hours rules built from the store's hours for each day of the week.
CRM SystemsCalls can be transferred or turned into a conference; a held call turns amber after 1 minute and red after 2, and nobody can transfer a customer to someone who is offline.
CRM SystemsThe calls page shows who is on a call now and who answered each call, a missed call rings the bell and texts staff, and every caller still owed a callback is listed.
CRM SystemsQuotes, sheets, invoices, reminders and installer notices all go out through one sending path with the store's branding, so replies always reach the store's inbox.
CRM SystemsEvery email records delivery, opens, clicks and bounces, the first open lands on the labour sheet and the customer's score, and a failed send shows the email service's reason.
CRM SystemsThe owner edits every outgoing email and text template, with a panel of merge fields and a character and segment counter for texts.
CRM SystemsCalls, texts, emails and stage events for a customer appear in one timeline, and any sent email opens in a viewer.
CRM SystemsOne bell holds tasks and notifications with a combined count, every alert links straight to its job or chat, and push notifications reach staff and installers for new jobs, escalations and incoming calls.
ERP SolutionsStaff keep a private notes history on each job, and saving an installer-facing note texts and emails the assigned installer.
CRM SystemsQuotes that go quiet get followed up on days 1, 3, 7, 14 and 21 by text and email, never during quiet hours, stopping the moment the customer books, with each store able to switch it off.
ERP SolutionsThe AI answers the phone, writes drafts in your own voice, summarises every call and suggests the next reply, working inside rules a person writes and approves.
86 featuresNameCRM 64iFloor 22
Each client gets a score out of 100 from weights you control, such as staying in touch, replies, money on the table and depth of work, plus a health scale that actually separates clients.
What sets it apartThe owner sets the weights, and reply intent from AI can be added as an optional factor.
CRM SystemsAn optional AI pass looks only at names and companies to group likely duplicates spelled two ways, and nothing is changed until you review and merge.
What sets it apartThe AI sees names and companies only, never emails, notes or money.
CRM SystemsNameCRM learned its owner's writing voice from 638 of her real sent messages, pairing each with the message it answered, and a new profile only goes live when a person approves it.
What sets it apartThe voice comes from your real sent mail with quoted history stripped out, not from a tone slider.
AI SolutionsAI drafts an email or text as you, grounded in the client's emails, texts, notes, meetings, projects and payments, and is forbidden to invent a meeting, price or date.
What sets it apartDrafts wear your learned voice plus real past exchanges with that same person.
AI SolutionsEvery piece of AI-written text passes a deterministic cleanup that strips the dashes and stock phrases that make writing read as machine made, and a gate stops any that slip through.
What sets it apartA code-level scrub on every model output, enforced by a build gate.
AI SolutionsWhen nobody picks up within about 20 seconds, the AI receptionist answers your business number, day or night, greets returning callers by name and handles up to five calls at once.
What sets it apartThe receptionist lives inside the CRM, so it knows each caller's history, calendar and open work.
AI SolutionsEvery call opens by saying it is the owner's AI assistant and that the call is recorded, and it says so again whenever a caller asks.
What sets it apartDisclosure is proven by a graded test call, not only written in a prompt.
AI SolutionsCalls run through NameCRM's own audio relay linking the phone line, speech recognition, Claude and the voice, speaking from the first clause so replies start in under a second.
What sets it apartA self-built relay instead of a hosted voice-bot platform, tuned call by call.
AI SolutionsWhile the caller is still on the line, the receptionist books, moves or cancels a meeting in the real calendar, adds a Google Meet link and sends the invite.
What sets it apartBookings land in the same calendar the business runs on, with invite and text sent mid-call.
AI SolutionsA time the assistant is about to confirm is checked in code against open hours first, and if the slot is taken it offers the next one in the same breath.
What sets it apartThe model never gets the last word on availability; code does.
AI SolutionsA caller already on file can get their invoices and plan texted to the number on file, built by code so the AI never sees a single figure.
What sets it apartMoney stays out of the model entirely.
AI SolutionsThe receptionist hears French, Hindi, Urdu and Punjabi callers in their own language and replies in spoken French or Hindi.
What sets it apartMultilingual South Asian support is rare in receptionist products built for Canada.
AI SolutionsFrom a push notification you can listen to any live assistant call, whisper an instruction the caller cannot hear, or take the call over yourself.
What sets it apartA human can step into an AI call at any second from a phone.
AI SolutionsAn emergency cue puts the 911 line first by code, and an urgent caller is flagged, never promised a day, and gets a callback task due now.
What sets it apartSafety rules are enforced in code rather than trusted to a prompt.
AI SolutionsType a goal in plain words and the assistant writes a brief, places the call, waits on hold, never pays or commits, and reports back with a verdict.
What sets it apartThe same assistant that answers your line also runs phone errands for you.
AI SolutionsEvery assistant call is scored out of 10 by a judge that cites the transcript line, capped by code checks for countable mistakes, and the weekly review carries the average.
What sets it apartAI call quality is measured on every call rather than assumed.
AI SolutionsAn AI caller has placed 257 practice calls across 46 scripted scenarios, from angry clients to French speakers and robocalls, and each is graded before changes reach real callers.
What sets it apartScripted adversarial test calls gate receptionist changes, the way leading voice-agent teams work.
AI SolutionsAfter a meeting the transcript is split by speaker, and AI proposes a summary plus wants, promises, tasks and money for you to accept or decline.
What sets it apartSuggestions stay separate from your own notes until you accept them.
AI SolutionsAI rewrites a letter's wording from your intake notes, a digit lock restores any clause whose numbers changed, and unfilled placeholders block sending.
What sets it apartAI can polish a contract but cannot alter a price, date or quantity.
CRM SystemsA consultant-style report combines measured evidence with your criteria, takes its four scores from PageSpeed rather than the AI, and ends with a fix or rebuild verdict.
What sets it apartThe AI cannot invent a performance number.
SEOOne click starts a hosted AI agent to build mock pages or run deep market research, each with a hard dollar cap, a stop button and measured cost.
What sets it apartAgency-grade mockups and research launched from the client record, with spend capped per run.
Custom Website DevelopmentThe CRM gathers who is due, churn risks, stalled deals, meetings and recent opens, and AI only ranks them with a reason each, filtering out anything it invented.
What sets it apartThe AI ranks facts the CRM supplies; it cannot add new ones.
AI SolutionsPhotograph a business card or paste an email signature and AI fills up to 19 fields, including a second phone, a second email and six social networks, touching only fields that are still empty.
What sets it apartUses a vision model instead of OCR, never overwrites typed fields, and saves social handles as tappable links without guessing ones it could not read.
AI SolutionsEach customer carries an engagement score from 0 to 100, conversion likelihood, payment risk, a satisfaction score with its reason saved, and the channel they actually answer on, refreshed hourly from what happened.
What sets it apartRules you can audit, not a black box; missing payment data reads as unknown, never as low risk.
CRM SystemsiFloor reads both sides of every conversation and tracks whether the store or the customer owes the next reply, with the quote or question that proves it.
What sets it apartMost CRMs log messages; this one knows who is waiting on whom.
CRM SystemsPaste a screenshot of an online order and AI reads the products, colours, quantities and references into a draft order for staff to check and save.
What sets it apartReplaces retyping without needing an integration the store does not have.
AI SolutionsEvery call is matched to a customer by number, caller ID or what was said in the transcript, and staff confirm or correct the match with one click.
What sets it apartIdentifies callers from the conversation itself, not only the phone number.
CRM SystemsThe system measures which task rules produce work people actually complete, and records why suggestions are dismissed.
What sets it apartThe automation grades itself, so rules that create noise can be cut.
ERP SolutionsAI drafts a text, email or portal message after a call using the job's facts and the store's own voice, and a person reads it and presses send.
What sets it apartThe AI never sends anything to a customer by itself; that is a written house rule.
AI SolutionsA rep's draft can be polished by AI, but the rewrite is discarded if it drops a merge field, and drafts where the model invented a placeholder are blocked before sending.
What sets it apartThe guard protects the customer's name and dates from being lost by the model.
AI SolutionsFrom the owner's answers the AI proposes rules that the owner approves or retires; lessons from real jobs are promoted only after a real outcome, and the knowledge exports with a preview of every change.
What sets it apartThe owner, not the model, decides how the AI behaves.
AI SolutionsBirthdays, anniversaries and renewals surface before they pass, each with a one-click AI greeting drafted for you to review.
CRM SystemsOpening an email shows the whole conversation above it, the AI reply reads the full thread so it never repeats or contradicts you, and one tap records a thread as handled elsewhere.
CRM SystemsAI polishes what you already wrote for clarity without changing a fact, name, number or promise, can translate it, and undoes in one tap.
AI SolutionsThree specific subject lines, drawn only from the body you wrote, appear as click-to-apply chips.
AI SolutionsA long email thread collapses to exactly three bullets written only from the thread's own text.
AI SolutionsIncoming emails and texts are tagged interested, needs info, objection, not now, positive or upset, and an honest unclassified is allowed rather than a guess.
AI SolutionsAI reads a PDF, image or text file a client sends, up to 12 MB, and files a short private note of what it says on their record.
AI SolutionsAssistant prompts, builder prompts and AI draft examples only ever name the business's public face, and a gate refuses code that adds another name.
AI SolutionsThe receptionist can speak in a professional clone of the owner's own voice, approved by ear, with a manner sheet that keeps it warm and natural.
AI SolutionsOne click crawls your website into an editable receptionist brief with hours, holidays and a pricing policy, so it can quote nothing or only your own wording.
AI SolutionsBefore speaking, the receptionist reads the caller's record, open deals, recent texts, upcoming meetings and past calls, and learns new facts from each call for the next one.
AI SolutionsFor in-person meetings it recommends a vetted cafe or meeting spot in the caller's city or halfway, books it as the place, and texts the name and address.
AI SolutionsAfter a booking or a promised callback, the caller gets a first-person recap text with exactly what was agreed, and the business card on request.
AI SolutionsEach change request becomes one ticket, each spoken promise becomes a task, and after-hours callbacks are due the next business morning with a summary on the client's timeline.
AI SolutionsOrder numbers, codes and emails are spoken one character at a time with no symbols read aloud, and addresses are read back in parts and confirmed once.
AI SolutionsTapping Decline on an incoming call hands the caller to the assistant instead of a robot voicemail, keeping who they are for the rest of the call.
AI SolutionsA voice budget guard steps the assistant aside to real voicemail before the voice quota runs out, and a silent voice connection is replaced mid-call without the caller noticing.
AI SolutionsSpam and robocalls are declined politely and ended, and they create no task, text or score.
AI SolutionsOne goal can ring up to 8 businesses, 2 at a time, and gather every answer into one results table.
AI SolutionsA mission can be scheduled, for example to call a business the moment it opens.
AI SolutionsBefore dialing, the assistant confirms the right business or asks you, and it never dials a booking name or the owner by mistake.
AI SolutionsOne workspace lists every call and mission as a live state with day groups, a command bar and a quick-start pane.
AI SolutionsEvery graded call that went wrong became a written rule, 101 so far, and most are now enforced in code rather than hoped for in a prompt.
AI SolutionsEvery assistant call is recorded on two channels, stored privately, and summarized onto the client's timeline.
AI SolutionsAnswered calls are recorded, transcribed and summarized onto the client's timeline, and a late recording offers to transcribe instead of promising forever.
CRM SystemsVoicemail is transcribed and summarized with action items, noted on the contact, and pushed to your phone with Call back and Text back buttons.
CRM SystemsTwo taps on a contact starts a recording that uploads in pieces as it goes, survives moving around the app, and loses at most one piece if the battery dies.
AI SolutionsMeeting words appear on screen as they are spoken, and the recording never depends on the caption connection.
AI SolutionsEach meeting becomes a record you can open, search, replay from any line, and act on.
AI SolutionsAbout every 20 seconds the copilot suggests what to say next and which checklist questions are still open, and drops any suggestion it cannot quote from the conversation.
AI SolutionsOne click on any appointment gives who they are, open deals, the last three exchanges and up to six talking points, and still works if the AI does not answer.
AI SolutionsA built-in knowledge bank of quality pillars and industry playbooks guides every assessment before it looks at a site.
SEOPhotograph one card or a whole stack and AI vision reads ten fields, leaves blank what it cannot see, skips duplicates and saves the card photo to the contact.
CRM SystemsA sender's email signature is read and each changed field, such as phone, title or website, is offered one at a time, returning only values literally present.
CRM SystemsWhen a visitor finishes the AI Readiness Check on the website, a reply matched to their first steps waits in your review queue, never sent by the system.
AI SolutionsEvery Sunday, facts from the database such as wins, revenue, stalled deals and cold contacts become a short written review of the week.
AI SolutionsThe dashboard suggests the next best action for each client from their real history, and each action opens a draft.
CRM SystemsA microphone button on the composer, notes and texts lets you dictate, and it stays on until you turn it off.
CRM SystemsClaude writes and reasons, Deepgram transcribes calls and meetings, and ElevenLabs speaks in an approved voice, each chosen per task.
AI SolutionsWebsite Studio launches hosted Claude agents with web search for build and research runs, each capped and stoppable.
AI SolutionsStaff paste a sample confirmation email or PDF from a supplier and see which fields, confirmation number, PO, product, quantity and colour, the AI would read from it.
AI SolutionsCalls are recorded and transcribed with speaker separation, voicemails are transcribed too, and failed runs retry up to 3 times.
CRM SystemsVoicemails arrive in an inbox with a one-line gist that skips the greeting, plus coaching, tasks and ready email and text replies for each call.
CRM SystemsWords appear on screen as the call happens, using short-lived speech keys, and a call going badly can be escalated live.
CRM SystemsAfter each recorded call or voicemail, AI writes a summary, action items, the customer's needs, sentiment and any blocker onto the customer's record, with nobody taking notes.
AI SolutionsAction items from a call become tasks, and repeated negative calls raise an escalation to the owner with a push notification.
AI SolutionsAfter each call the rep gets 2 or 3 coaching tips, and AI flags booking intent, price objections, approvals, upsell chances and competitor mentions, applying an approval to the sheet in one click.
AI SolutionsA suggested reply sits above the text thread, the portal chat and the customer profile, and refreshing it keeps anything the person already typed.
AI SolutionsBefore every suggestion or draft, one builder reads the job's current facts fresh, including our own sent messages, so AI never calls a measurement an installation.
AI SolutionsEach meaningful incoming text is read for needs, concerns, preferences, objections and blockers, which are added to the customer's profile.
AI SolutionsAI keeps a running summary of each customer with the next best action, topics and flags, refreshed when the facts change.
AI SolutionsThe owner answers questions about how the store works, starting from 30 seed questions, and every AI draft is given that store's own context and approved rules, so each store sounds like itself.
AI SolutionsAfter each answer, the AI finds gaps in what it was taught and asks the owner up to 3 new questions, without changing its behaviour until approved.
AI SolutionsThese features run each working day from one system: installer schedules and portals, orders and suppliers, reports, and a phone app for the field.
68 featuresNameCRM 23iFloor 45
The store's previous Google Apps Script tool was replaced on the first day of the build, with all 35 order columns carried into the new database.
What sets it apartThe store kept its history instead of starting blank.
CRM SystemsSubcontract installers sign in to their own portal with jobs, a calendar, availability, required documents, their own customers, labour sheets, earnings, payments and messages.
What sets it apartInstallers see their work and pay and never the store's other jobs.
CRM SystemsEach installer uploads required documents such as insurance, and the portal shows a banner when one is missing or expiring.
What sets it apartCompliance paperwork lives with the crew record instead of in an email thread.
CRM SystemsInstallers see earnings from completed installation jobs, get numbered invoice PDFs in their own name, and record payments that the server refuses if they exceed the job's labour total.
What sets it apartSubcontractor pay is reconciled against the job, not a notebook.
CRM SystemsEach job has a checklist with one item per labour line weighted by effort, progress saves as the installer works, and Mark done unlocks only at 100 percent.
What sets it apartProgress reflects the real effort left, not a count of ticked boxes.
ERP SolutionsThe dashboard reorders its panels and items by what each person actually clicks most.
What sets it apartFrequency-based ordering per user instead of a fixed layout.
ERP SolutionsRevenue over time, by service and by source, the conversion funnel and activity volume use one definition of the date window and never invent a figure.
CRM SystemsSource ROI turns a question like was that event worth it into a number, and says honestly when there is not enough data.
CRM SystemsThe open pipeline is weighted by expected close month into best, likely and worst cases.
CRM SystemsQuarterly and annual revenue goals plus weekly touch and meeting targets show your pace against target on the dashboard.
CRM SystemsA weekday by hour heatmap shows when your emails get opened, and the busiest hour becomes a one-click best time in the scheduler.
CRM SystemsEach event gets its own report page, and any report prints to PDF or exports to CSV.
CRM SystemsA Your Day card lists today's appointments, tasks, who is due, important dates and yesterday's opens and replies.
CRM SystemsThe dashboard shows QR scans, the booking funnel and taps on each button of the digital business card portal.
CRM SystemsNameCRM installs on phone and desktop with app shortcuts, splash screens and a Calendar slot in the bottom navigation.
CRM SystemsNotes, tasks and edits made without a connection wait in an outbox and replay safely when you are back online.
CRM SystemsPush notifications have per-type switches and a device list showing exactly who will receive each kind before one is sent.
CRM SystemsNotifications carry the buttons the moment needs: reply typed right in the notification, call back, text back, listen live, take over or add a note.
CRM SystemsEvery desktop page is reachable on a phone through a five-slot bottom bar and sheets, with swipe actions on rows and nothing sliding sideways.
CRM SystemsEvery phone number and email in the CRM is tappable to call, text, email or copy, with a long-press menu.
CRM SystemsThe calendar on a phone is touch-first, with long-press to move meetings and smooth horizontal swipes between days.
CRM SystemsNameCRM connects to Microsoft 365 through Microsoft Graph for reading, sending, attachments, drafts and learning your writing voice.
CRM SystemsGoogle Calendar syncs both ways by push, Google Meet links are minted per meeting, and Google Places finds businesses and meeting spots.
CRM SystemsStripe handles invoices, card payments, saved cards, payment links, refunds and plans, with 18 webhook events handled.
ERP SolutionsQuickBooks Online receives every customer, estimate, invoice, payment, refund, fee and payout, and its own reports feed the Books tab.
ERP SolutionsBusiness phone numbers run through Twilio for calls, texts, picture messages, conference calls and the browser phone.
CRM SystemsGoogle PageSpeed Insights supplies the performance, accessibility, SEO and best-practice scores in every website assessment.
SEOBusiness numbers were ported from a hosted phone service into NameCRM with their texts and voicemails imported, replacing a separate phone subscription.
CRM SystemsAn existing customer list exported from Shopify can be imported and matched on email, so a new store starts with its customers already in place.
CRM SystemsA month view plus week and day grids with one row per installer, drag to move or reassign a job, drag to stretch a multi-day install, and blocked days shaded.
ERP SolutionsBooking an installer who is already busy or has blocked the day shows a warning and a red marker, and overlapping jobs sit side by side in lanes; staff can still book anyway.
ERP SolutionsInstallers mark days off on their own calendar and the blocks appear on every booking calendar staff use.
ERP SolutionsA grid shows each installer's booked days against available days for the next 6 weeks.
ERP SolutionsEvery screen books through one widget: each job is an installation, measurement or delivery, colour coded everywhere, with an optional start time the customer sees on their page.
ERP SolutionsJobs sold without a date go to a to-be-booked queue, and the installer is asked to call the customer and confirm a date.
ERP SolutionsMoving an install updates its labour sheet, the server heals any mismatch on load, and voiding a sheet cancels only its own installs so no other job's booking is touched.
ERP SolutionsA new booking, a reschedule or a reassignment texts and emails the installer the customer, address, full scope and the labour sheet PDF.
ERP SolutionsInstallers get a text at 7 AM Pacific the day before each job, plus an email with the labour sheet attached.
ERP SolutionsThe day before an install the customer gets a text and email naming their installer with a phone number and their salesperson's contact.
ERP SolutionsA daily watch flags installs past their date and orders stuck in one stage, and puts them in front of staff.
ERP SolutionsInstaller screens hide cost, margin and staff notes and list only the customers of their own jobs, and installer accounts are refused on commissions, payments and the email log.
CRM SystemsInstallers read and reply to their customers' portal messages from the job card, with an unread badge, while staff see both threads.
CRM SystemsOne button texts the customer that the installer is on the way with an estimated arrival, and their portal shows a card with the installer's photo.
ERP SolutionsRevenue per hour, actual versus estimated time, utilisation and pending pay are reported per installer, and where data is missing the report says so instead of inventing a number.
ERP SolutionsStaff get a driver view listing pickups by supplier with directions.
ERP SolutionsEvery order line carries its supplier, PO, ETA and fulfilment type, customer pickup, store pickup, delivery or installation, with bulk actions, filters and CSV export.
ERP SolutionsQuantities are kept in square feet, linear feet, each or boxes, and each order line shows its cost and margin live as staff type, with the supplier filled from the product's brand.
ERP SolutionsA catalogue of products with collection, colour, brand, price per square foot or box, cost and margin, used everywhere prices appear.
ERP SolutionsThe store's Shopify catalogue was imported so staff quote from the same products the store sells online.
ERP SolutionsTyping an existing order number offers to open it, an existing booking is linked instead of duplicated, and orders archive themselves once fulfilled, delivered or cancelled.
ERP SolutionsA toolbar button with a live count opens a checklist of purchase orders still to be reconciled against the supplier's ordering system, and items clear as they are marked.
ERP SolutionsSaving a new order opens one ready-written PO email per supplier in the user's own mail app, without prices, and stamps each line as sent.
ERP SolutionsEvery hour, a PO sent 6 hours earlier with no supplier confirmation moves to awaiting confirmation, so a silent supplier is noticed the same day.
ERP SolutionsSuppliers are stored with multiple locations, contact details, opening hours and a credit flag.
ERP SolutionsStaff and installers take a photo in the app and draw arrows, boxes and circles on it before sending.
ERP SolutionsEvery Monday at 8 AM the owner gets an email digest of the week.
ERP SolutionsThe dashboard shows each job in flight once, with who, what it is worth, where it sits on a five-dot track and the one thing it needs, grouped as late, quoting, doing and closing.
ERP SolutionsA review queue gathers sheets waiting for review, deals blocked on something, customers gone quiet and overdue installs, and every job's time in each stage is clocked to show where work waits.
ERP SolutionsReports cover GST remittance, invoice aging, revenue by installer, labour analytics and call analytics, with date presets and CSV export.
ERP SolutionsA funnel report shows how estimates turn into signed and paid jobs, with conversion rates for each salesperson.
CRM SystemsTasks appear on their own when a rule fires, such as an estimate sent with no measurement booked, and a predictor ranks who to contact next, on which channel and why.
ERP SolutionsCustomers, orders, labour sheets, invoices, payments and installer performance each export to CSV.
ERP SolutionsA new store is set up through an onboarding flow that collects its branding, business details, staff, suppliers and rate card, with steps that depend on each other.
ERP SolutionsiFloor installs to a phone's home screen with a mobile bottom navigation for staff and installers, and the customer portal installs too.
ERP SolutionsJob updates and completion photos taken without signal are queued on the phone and sent when the connection returns, completing the job exactly as if online.
ERP SolutionsPhotos and videos upload many at a time with background compression and video thumbnails, and open in a gallery with finger-following swipe, pinch to zoom and download.
ERP SolutionsThe staff app and installer portal run in light, dark or follow-the-device mode, with every colour a theme token.
ERP SolutionsThese features make security something you can check: two-step sign-in enforced by the database, roles checked on every route, outside logins encrypted at rest and each iFloor store on its own database hosted in Canada.
29 featuresNameCRM 15iFloor 14
An authenticator code is required at every sign-in once enrolled, enforced by the database on 57 tables and by the server, not just the login screen.
What sets it apartTwo-step enforced at the database layer, not only in the interface.
CRM SystemsThe owner switches whole modules off in Settings, which hides every door, refuses their server routes and keeps the data; four of 19 modules switch today.
What sets it apartA CRM built as sellable modules from the database up.
CRM SystemsEvery quote event is written to a history table that the database itself refuses to edit or delete.
What sets it apartEnforced by a database trigger, not by application code a mistake could bypass.
ERP SolutionsEvery store runs on its own deployment and its own database from the same codebase, so one store's data is never mixed with another's.
What sets it apartSeparate databases per store, not shared tables with a store column.
ERP SolutionsEvery business table and file store is locked by row-level security inside the database itself, so the app's own checks are a second layer, not the only one.
CRM SystemsOwner, admin, staff and viewer roles map to 14 capabilities, proven equal in browser and server across 588 test cases, and every server route was probed as a stranger.
CRM SystemsPublic sign-up is off, so team members join only by invitation and approval.
CRM SystemsSessions lock when idle, passwords can be changed in place, and one button signs you out on every device.
CRM SystemsEvery stored connection to Microsoft, Google and QuickBooks is encrypted at rest with AES-256-GCM, and a gate refuses code that would store one unsealed.
CRM SystemsEvery call and meeting sent for transcription carries the opt-out that stops the speech vendor training on your clients' audio.
CRM SystemsNothing from your accounting reaches the AI, and a test keeps it that way.
CRM SystemsPublic forms combine a hidden trap field, a minimum fill time, a server-signed token, a small proof of work, first-party origins and per-visitor rate limits.
CRM SystemsTexts triggered by public forms only go to real North American numbers, blocking premium-rate text abuse.
CRM SystemsA three-part security sweep of access, rendering and the data layer closed 25 findings in one day, each verified from outside, and security headers refuse clickjacking.
CRM SystemsProduction serves only the files the app runs, so internal documents, tests and registries are never reachable on the web.
CRM SystemsDemo mode shows the CRM to a prospect with zero real client data on screen and blocks every write, then returns every real record untouched.
CRM SystemsOne click exports everything as a zip of CSV files with a files manifest, built in your browser.
CRM SystemsStaff can download an audit trail PDF listing every version of a sheet, every signature request with name, IP, browser and time, and every event on it.
CRM SystemsThe owner sees every automation that can send by itself and turns each one on or off per store.
ERP SolutionsEach store's database is hosted in Canada, in the Montreal region.
ERP SolutionsStaff and installers sign in through the server with hashed passwords or PINs, so password hashes never travel to the browser.
ERP SolutionsEach user sees the devices signed in to their account; deleting an account signs that person out everywhere, and their old user id no longer opens anything.
ERP SolutionsAdmin, staff, installer and driver roles each see only their own part of the app.
ERP SolutionsCallbacks from the phone and email providers are checked for a valid signature before they are trusted, and failures are logged.
ERP SolutionsThe card and order scanners require a staff sign-in, are rate limited and cap upload size, so nobody outside can spend the store's AI budget.
ERP SolutionsChanges to records are written to a server-side audit trail and shown as history on the project.
ERP SolutionsEvery page is served with security headers set at the hosting layer.
ERP SolutionsThe console that runs every iFloor store uses invite-only accounts with mandatory authenticator-app two-factor sign-in and an append-only audit log.
ERP SolutionsEach store's service credentials are kept with envelope encryption in the operator console, which shows their presence and age but never their values.
ERP SolutionsEvery release passes hundreds of automated tests first, checks drive the real app in a real browser, backups run nightly, and every iFloor store is health checked every 5 minutes.
30 featuresNameCRM 16iFloor 14
Data screens refresh themselves the moment a record changes, so two people never work from different versions of a job.
What sets it apartNo refresh button needed; a stale screen counts as a bug.
ERP Solutions228 automated test suites guard the code, one gate runs them before any release can ship, and a new check is only trusted after it has been seen failing.
CRM Systems35 harnesses drive the real app in a real browser, from composing an email to taking a quote, and read the screen rather than trusting the code.
CRM SystemsNameCRM has shipped 609 app releases across 1,730 commits since August 2026, and its own business runs on every one.
CRM SystemsChanges touching money, sign-in or client data get an independent adversarial review before release, and every finding is checked in code before it is fixed.
CRM SystemsEvery file and table belongs to exactly one module in a registry, and a release is refused if anything is unowned or doubly owned.
CRM SystemsA gate refuses any email that is fired without waiting for it, because a send nobody waited for may never leave.
CRM SystemsEvery outside connection, calendar, mail, QuickBooks, phone and Stripe, is judged ok, warn or down in one plain sentence, with a bell before a client ever notices.
CRM SystemsA health endpoint checks the database, mail, storage and job queue, and errors in any user's browser are captured and reviewable in Settings.
CRM SystemsOne scheduler runs everything that happens later, from scheduled sends to backups, with retries and backoff, and a job can never run twice.
CRM SystemsA snapshot of every business table goes to private storage each night and is kept 30 days, with Back up now and a written restore runbook.
CRM SystemsDeletes go to a 30-day trash and every action has an 8-second undo that restores exactly, including linked records.
CRM SystemsChanges appear on every open device without a reload or losing what you are typing, and an open thread catches up anything the connection missed.
CRM SystemsThe app repaints your last session's data in about 3 milliseconds before any network call, and long lists render only what is on screen.
CRM SystemsWhen a new version ships, an Update ready pill loads it in one click, so nobody works on old code.
CRM SystemsEvery date is the day on your screen in your own time zone, so quotes no longer expire at 5 pm and dates never print a day early.
CRM SystemsText on coloured buttons meets the WCAG AA contrast standard on all 44 surfaces, measured rather than eyeballed, in light and dark themes.
CRM SystemsIf an AI step fails, the previous value stays and nothing is overwritten with a blank, and the system records whether the model had nothing to say or simply failed.
AI SolutionsBuild checks fail if any code hardcodes a store's name, location, staff or contact details, so a new store gets its own details everywhere on day one.
ERP SolutionsTests fail the build if a screen calls a protected endpoint without identifying the user, or if any server module fails to load, catching what the front-end build cannot see.
ERP SolutionsThe operator console polls every store's health endpoint every 5 minutes and raises alerts, respecting quiet hours.
ERP SolutionsEach store can be pinned to a release channel and rolled back to an earlier version from the operator console.
ERP SolutionsEvery database change is stamped in a migration ledger and the full schema replays from that chain, which is how a second store was stood up on its own system in September 2026.
ERP SolutionsEvery release passes one gate that builds, lints, runs 578 automated tests and 8 structural checks, and the gate must print green before anything ships.
ERP SolutionsAutomated tests measure text contrast on badges, the bell and the printed sheet a customer signs, so unreadable colours fail the build.
Custom Website DevelopmentEvery screen works out today from one rule in the store's own timezone, so evening screens never jump to tomorrow and daylight saving changes cannot split the app.
ERP SolutionsThe app recovers by itself when an update lands mid-session, and error boundaries keep one broken panel from taking down the page.
ERP SolutionsCompletion texts and reminders carry dedupe guards, so a customer never gets the same message twice.
ERP SolutionsScheduled jobs run from the hosting platform and from a second backup scheduler, with a guard so whichever runs first does the work once.
ERP SolutionsPreview versions of the customer portal and labour sheet run on sample data, so design reviews never open a real customer's link.
CRM SystemsNo feature matches these choices.
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How we count
Each feature is tied to a commit or a file in the product's own code, and the sentence you read is the one written for it in our feature records.
Only features that are switched on and working today are listed. Anything built but not yet switched on waits here until it is.
Numbers are printed as they were counted, with the date beside them, and a build check refuses any number its own record does not state.
No client, customer or staff member is named. Where a line says the owner, it describes how the product works.
Questions about what we built
As of September 28, 2026, Nametech has built 433 features that are live across two products: 262 in NameCRM, the AI client system our own agency runs on, and 171 in iFloor, the operations software a Richmond flooring store runs every day. Every one is listed on this page, in the words of the product's own records.
NameCRM answers the phone with an AI receptionist whose changes are graded on practice calls first, 257 so far. It texts account details the AI never sees, locks the numbers in a contract when AI polishes the wording, and puts a bank-style code in front of each client's portal messages and files.
iFloor is the operations software we built for flooring stores. One labour sheet carries each job from quote to paid, priced on the server from the owner's rate card, measured on a phone and signed online. Staff, installers and customers each get their own portal, and each store runs on its own database hosted in Canada.
iFloor is taking on a small number of flooring stores now, and each store gets its own system and database, hosted in Canada: book a demo from its page. NameCRM runs our own agency every day and is being prepared for other service businesses: join the waitlist on its page and we contact you in order.
Yes. We are a software company in Surrey, BC, building custom CRM, AI and operations software for businesses from Vancouver to Chilliwack. Every feature on this page was designed, built and tested by our team. We start with a free assessment of how your business runs today, put the scope in writing, and ship in small tested releases.
Each NameCRM release passes 228 automated test suites, and each iFloor release passes 578 automated tests and 8 structural checks, through one gate that must print green. Checks run the real app in a real browser through 35 harnesses, and the AI receptionist is graded on practice calls, 257 so far, before a change reaches real callers.
Yes. Every call opens by saying it is the owner's AI assistant and that the call is recorded, and it says so again whenever a caller asks. It books into the real calendar while the caller is on the line, texts a recap, and sends account details through code the AI never sees.
Built for you next
The same team, the same tests and the same care go into the systems we build for clients. Start with a free assessment of how your business runs today.
The services these features prove
