Stop Losing Deals to Forgetfulness
SOLOCRM helps Canadian consultants stay on top of follow-ups, conversations, and invoices without complex CRM systems.
If you are running your business out of Excel, Gmail, and memory, SOLOCRM will feel instantly familiar.
You Are Not Bad at Sales. You Are Just Busy.
Deals do not fall through because your pricing is wrong or your service is not good enough.
Inbox Chaos
Follow-ups get buried in your inbox.
Spreadsheet Blindness
Your spreadsheet does not tell you what needs attention next.
CRM Overload
Traditional CRMs feel heavier than your business.
Deals are lost because follow-ups are forgotten.
SOLOCRM is built to solve that problem first.
How SOLOCRM Works
A Spreadsheet Interface That Feels Familiar on Purpose
- Manage leads and clients in a clean, spreadsheet-style table.
- Click to edit, sort, filter, or move records instantly.
- No CRM jargon, no setup phase, and no learning curve.
It works like the spreadsheet you already use, except it tells you who to follow up with and why.
Simple Pipelines That Do Not Over-Engineer Your Business
Four clear stages by default: New -> Talking -> Proposed -> Won
- Rename them if you want - we do not lock you in.
- We cap it at four on purpose so you do not overthink your process.
You always know:
- Who needs a follow-up today
- Which conversations are active
- Which deals are close
Your Daily View Without Bloat or Noise
Every day, SOLOCRM shows you:
- Who to follow up with
- Why you are following up
- What stage each conversation is in
No dashboards. No team activity feeds. Just your list.
Canada First, Not Canada as an Afterthought
CAD-first Pricing
Auto GST/HST
Data Residency
From Follow-up to Payment
When you are ready to get paid, SOLOCRM is ready too.
- Create proposals and invoices directly from a deal
- Send GST/HST-ready invoices in one click
- Accept payments inside the platform
- Always know what is paid, pending, or overdue
No switching tools. No copying numbers between systems.
Switching Should Not Be the Hardest Part
Moving from Excel, Google Sheets, or another CRM?
- Import your data in under 2 minutes
- If you are not tracking leads within 20 minutes, we will hop on a screenshare and do it with you.
- No paid setup. No consulting upsell.
Simple Pricing for Solo Businesses
No hidden fees. Cancel anytime.
Sandbox
Try before you buy
- 5 leads
- 2 AI messages / month
- Spreadsheet-style Lead Management
- Simple Visual Pipelines
- Follow-up Reminders
- Referral Tracking
- Customer Segmentation
- Contact Form
- Calendar, Gmail, Outlook Integration
Starter
For solopreneurs getting organized
Billed annually. 14-day free trial.
- Everything in Sandbox
- Bulk Email Marketing
- Phone Calling Leads
- SMS Leads
- Send & Manage Invoices
- E-Signature for Contracts
- Sending Lead Magnets
- Mobile Friendly
Growth
For growing businesses
Billed annually. 14-day free trial.
- Everything in Starter
- Workflow automation & onboarding flows
- Facebook Ads Integration
- Google Adwords Integration
- 50 AI messages / month
- Export to Quickbooks
- Mobile Friendly
Pro
For established solopreneurs going all in
Billed annually. 14-day free trial.
- Everything in Growth
- 100 AI messages / month
- WhatsApp lead integration
- Pixel Attribution
- Multiple User Accounts
No bots. No AI theatrics. Just fewer keystrokes.
Built For:
- Canadian consultants, coaches, and solo service businesses
- One-person companies, or one person plus an assistant
- People who live in spreadsheets and want something better
Not Built For:
- Large teams
- Enterprise sales organizations
- Businesses that want deep customization or complex automation
SOLOCRM is intentionally focused.
Stay on Top of Your Business Without Adding Complexity
If you have ever lost a deal because you forgot to follow up, SOLOCRM was built for you.