AI Receptionist: Our Own Phone Line
The AI receptionist inside NameCRM answers our own phone: it books into the real calendar, texts a recap, tells every caller it is an AI, and has been tested on 257 practice calls.
View projectCustom CRM Development in Surrey, BC
We build custom CRM software for businesses in Surrey, across the Lower Mainland and elsewhere in Canada, and we run our own business on one. NameCRM, the CRM we built, keeps every client's calls, emails, texts, meetings, quotes, signed letters, invoices and payments on one page per client, so nobody has to ask where things stand. When nobody can pick up, its AI receptionist answers the call, books the appointment and files the call on the right client.
That is the standard we build to for you. Your clients get a private client portal instead of email attachments, accept quotes online and sign contracts without printing anything. Payments run through Stripe, and the books stay matched in QuickBooks Online. Our second product, iFloor, shows the other half of the craft: a CRM shaped around one industry, taking a flooring store's work from the first quote to the installer's checklist.
When we build a CRM for you, the code and your data are yours. Every enquiry carries its source, so Google Ads and every other channel are judged by the jobs they bring in. We start with a free assessment of how your business runs today, put the scope in writing before any work begins, and ship in small weekly releases your team can use and test as we go.
What we have built
CRM features we built and run every day
Everything here is live in NameCRM, the CRM our own business runs on, or in iFloor, the system a Richmond flooring store runs on. Each line is taken from the product itself, and the numbers were counted on the date shown.
- NameCRM releases to date
- 609
- automated test suites in one gate
- 228
- harnesses that drive the real app in a browser
- 35
- iFloor tests before every release
- 578
Counted on September 28, 2026, from the products' own code and test records.
In NameCRMThe CRM we built and run our own business on
See NameCRM- NameCRM
A private portal for every client
Every client gets a private, branded portal for their quotes, signing, invoices, files and messages. The database opens it the moment the contact is created, and Messages and Files ask for a code sent to the address on file.
See NameCRM - NameCRM
4options a quote can offer
Quotes with options and read time
A quote offers up to four options, each priced on the server. The client picks one and accepts online, and you see which sections they read and for how long, so you know if they reached the price.
- NameCRM
Contracts signed online, numbers locked
Clients sign engagement letters inside their portal or on a private page. AI can polish the wording, but a digit lock restores any clause whose numbers changed, so a price or a date is never rewritten.
- NameCRM
3systems checked against each other
QuickBooks Online that matches
Customers, invoices, payments, refunds, fees and payouts reach QuickBooks Online with the same numbers. Totals are checked across Stripe, the CRM and QuickBooks, and card money runs through a clearing account so nothing is counted twice.
How we built it - NameCRM
18Stripe events handled
Stripe plans that bill themselves
Recurring plans charge the card on file or send an invoice, start when the work is delivered, and pause or cancel cleanly. Every Stripe event is verified and stored before it is applied, so a payment counts exactly once.
- NameCRM
588permission test cases
Permissions checked on every route
Owner, admin, staff and viewer roles map to 14 capabilities, checked the same way in the browser and on the server across 588 test cases, and every server route was probed as a stranger.
- NameCRM
57tables that require the second step
Two-step sign-in, enforced by the database
Once enrolled, an authenticator code is required at every sign-in, and the database itself enforces it on 57 tables. Every stored login to Microsoft, Google and QuickBooks is encrypted at rest.
- NameCRM
638real sent messages it learned from
Drafts in your own voice
NameCRM learned its owner's writing from 638 of her real sent messages, and a new voice goes live only when a person approves it. Drafts use the client's whole record and may not invent a meeting, price or date.
- NameCRM
257graded practice calls
An AI receptionist that sat an exam first
It answers the business line when nobody picks up, says it is an AI, and books into the real calendar while the caller is still on the phone. Changes are graded on scripted practice calls before real callers hear them.
Read the case study
In iFloorThe system a Richmond flooring store runs on every day
See iFloor- iFloor
Prices that never rewrite themselves
Every labour sheet is priced on the server from the store's rate card and stamped with a fingerprint of that card, so a rate change next month never rewrites a price a customer already saw.
Read the iFloor case study - iFloor
6 to 14hours in each installer's own working day
Install days that fit the installer
Each labour line carries an effort in hours, and the sheet turns the total into days using the assigned installer's own working day. Change the installer and the estimate changes with them.
- iFloor
Customer is viewing now
When a customer opens their estimate, the salesperson who owns the job gets a push saying they are looking right now. If they leave without signing or booking, a follow-up task appears on its own.
- See NameCRM, the CRM we run on
- Read the iFloor case study
- How we connected our CRM to QuickBooks
- Take the two-minute AI Readiness Check
Featured product: iFloor
The operations system we built for flooring stores
iFloor runs a flooring store's work from quote to paid: material quotes, labour sheets priced on the server from the owner's rate card, measurements taken on a phone, installs scheduled by installer, and invoices built from what the customer signed. Staff, installers and customers each get their own portal, and every store runs on its own system with its database hosted in Canada. It has been in daily use at its first store, in Richmond, since June 2026.
- Quote to paid on one labour sheet
- Staff, installer and customer portals
- Calls, texts and email inside the app
- Each store on its own system and database
How we work
From a free assessment to a system you own
The team behind Nametech has built websites and software since 2014. Every build follows the same five steps, from a one-page website to a CRM.
Book a Free AssessmentFree assessment
Thirty minutes on how work moves through your business today, your website and your tools, then a plain answer on what we would build first.
Scope in writing
A written scope and estimate that says what is included and what is not. Nothing starts until you approve it.
Weekly releases, tested
We build in small releases you can try as we go, and every release passes our automated tests before it reaches you.
Launch
Your records moved in and checked, your team shown how it works, and the switch made on a day that suits you.
Care
Fixes, updates and new features after launch, shipped as small releases with the same tests behind every one.
Case studies
CRM work you can read about
iFloor: Flooring Store CRM
iFloor is the operations software Nametech built for flooring stores: one labour sheet from quote to paid, priced on the server, measured on a phone and signed online, with portals for staff, installers and customers, and calls, texts and email inside the app.
View project
Custom Centralized CRM Platform
A centralized CRM platform for a Surrey organization, bringing several departments and legacy systems onto one secure platform with dashboards, automated workflows and generated letters and ID cards.
View projectRelated Services
Explore our related services
Operations software for orders, invoicing and QuickBooks Online, built around how you work.
AI, put to work: strategy, assistants, automation and AI-powered marketing, built securely.
From one page to a complex platform, built custom around your business.
Related reading
More on CRM Systems
Areas we serve
Custom CRM development for BC and Canadian businesses
Our CRM team works from Surrey, BC. We meet Lower Mainland clients in person, from Vancouver and Burnaby to Langley and Delta, and build CRM systems remotely for organizations elsewhere in British Columbia and across Canada.
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- Web design in Richmond
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- Web design in Delta
- Web design in Langley
- Web design in Coquitlam
- Web design in New Westminster
- Web design in White Rock
- Web design in Port Coquitlam
- Web design in Port Moody
- Web design in Maple Ridge
- Web design in Abbotsford
- Web design in Chilliwack
- Web design in Mission
FAQ's
Frequently asked question
What kind of CRM do you build?
Custom CRMs for businesses that sell, book and bill: one record per client with every call, email and payment, quotes and contracts, a client portal, scheduling and the accounting connection. We also build industry systems like iFloor, where the CRM runs the work itself, from the first quote to the installer's checklist.
Do you build on Salesforce, Zoho or Microsoft Dynamics?
No. We are independent: we do not resell Salesforce, Zoho or Microsoft licences, so our advice is never tied to a vendor's quota. We build custom CRM systems that you own, shaped around how your business already works. We run our own business on NameCRM, the CRM we built, and we built iFloor to run a flooring store's quotes, measurements, installs and payments. Both are in daily use.
Who owns the CRM you build, the code and our data?
You do. When we build a custom CRM for you, the code, your data and your domain are yours. NameCRM, our own product, works differently: it is a subscription we are opening to other businesses, and one click exports every record you hold in it as CSV files.
What happens to our CRM if Nametech disappears?
Your data and your code are yours, so another developer can pick up where we stopped. We build on widely used technology, such as a Postgres database and standard cloud hosting, and every system we build comes with its automated tests and written notes, which is what makes a safe handover possible.
Can our CRM connect to QuickBooks, Stripe and Google?
Yes. NameCRM connects to QuickBooks Online, Stripe, Google Calendar and Meet, Microsoft 365 and Twilio for calls and texts, and our own business runs on those connections every day. We build the same connections into a custom CRM, and each one is checked against the other system's own records.
How do you test a CRM before our team uses it?
Every release runs through automated tests first. NameCRM has 228 test suites and 35 harnesses that drive the real app in a real browser, and a new check is trusted only after we have seen it fail. Changes that touch money, sign-in or client data also get an independent review before they ship.
Can you move our records from the system we use now?
Yes. We move your customers, history and files into the new system and check the counts before you switch over. For iFloor, a store's old order tool was replaced on the first day of the build with all 35 order columns carried across, and NameCRM imported nine months of texts and voicemails from a previous phone provider.
How long does a custom CRM take to build?
It depends on the scope, so we do not publish a standard timeline. After the free assessment, the written estimate splits the work into phases, and the first phase is something your team can use. Later phases arrive as small weekly releases, so you are using and testing the system long before the last feature lands.
How much does custom CRM development cost in Canada?
A custom CRM is priced by scope: the number of workflows, user roles, integrations and reports it needs. Customizing or integrating a CRM you already have is a smaller job than building one from the ground up. We map your process during the free assessment and follow it with a written estimate before any work begins, with GST added on top. Call 604-900-2060 for pricing, or read how our pricing works.
Should we buy an off-the-shelf CRM or build a custom one?
If a standard CRM fits how you sell, buy it, and we can set it up and connect it to your website. A custom build makes sense when your process does not fit the template: quoting, scheduling, field crews, approvals or several departments sharing records. iFloor, our platform for flooring stores, is an example of a CRM shaped around one industry's full job cycle.