Everything your business runs on, now one login
A full business platform (leads, pipeline, clients, calendar, documents, money and more) tailored to your industry, with AI that assists but never acts without your okay.
Command dashboard
Open to a morning brief that tells you what needs you today: hot leads waiting, jobs booked, invoices due, work about to wrap up, with your live numbers up top.
Unified lead inbox
Instagram, WhatsApp, Facebook, texts, email and your website all pour into one inbox. One person, one thread, even if they message you three different ways, and the keenest ones float to the top. No more checking six apps.
AI Signals
AscendCRM reads every message and surfaces what the customer wants, their budget, their timeline and their hesitations, then suggests the next move. Nothing is sent without you.
Deal pipeline
Drag each customer from new enquiry to done, through stages named in your industry's words. The hottest ones glow; filter by source, temperature or tag in a click.
Client records
A real contact database with lead scores, estimated value, preferred channel and a full activity timeline: the relationship memory that wins repeat business.
Autopilot
Every interaction captured, the activity logged, the stage updated and the follow-up drafted. You stay in review mode. Customer-facing messages always wait for your approval.
Matchmaker (real estate)
Pick a client and AscendCRM ranks every listing against their saved criteria, with a match score and a plain-English 'why it fits.' Send, shortlist or pass in one tap.
Insights & tracking
Who found you, who bought, and how fast you got back to them: so you know which ads and referrals earn their keep, and where your next customer is coming from.
Calendar & bookings
Book appointments from any customer record, share a public booking link, and see your week at a glance. Reminders fire so nothing (and no one) gets forgotten.
Tasks
Follow-ups, document requests and check-ins become tracked tasks with due dates, so the work the pipeline generates never slips through the cracks.
Document vault
Contracts, quotes, photos and paperwork per customer, searchable across every job, with restricted files gated by role so you can delegate uploads without exposing the sensitive stuff.
Finance & real books
Quotes become invoices, invoices get paid online, and it all sits beside the work that earned it. Underneath it is proper double-entry bookkeeping, not a running total: a profit and loss, a balance sheet that balances, a cash flow statement and a trial balance, all built from the same postings your invoices make. Bill in another currency and the books stay in yours. Close a period and it stays closed. Run more than one company and each keeps its own set, with a consolidated view that leaves out anything they billed each other.
Match the bank
Drop in the statement your bank gives you and it pairs each deposit with the invoice it paid, looking back a whole year, not a few days, because the ones that catch you out are the customers who paid six weeks late. Say yes and the invoice is settled and the ledger posted on the date the money actually landed. Anything it isn't sure about it leaves for you instead of guessing.
Billable hours
Hours are logged with who they were for and what they're worth, and every hour is billed at the rate it was logged at rather than your rate today. Unbilled time sits in one list per customer until you raise the invoice. Hours you never priced are deliberately left behind rather than quietly billed at nothing.
Standing rules
Tickets nearing expiry, invoices going past due, stock hitting its reorder point: tell Tara once and she raises the to-do herself, once per thing rather than once an hour. What she may do without asking is a short, published list, make a to-do, or hand one to somebody. She will never email your customer, move money, or put someone on a shift they don't hold the ticket for.
After the sale & referrals
Thank-yous, review requests and check-ins fire on schedule, and every referral traces back to the customer who sent it, so relationships keep compounding.
Budget vs actual
Set a figure against the accounts you want to watch, and what you have actually spent is read straight from your books, so a bill entered anywhere counts. It is measured against where you should be by now rather than against the whole year, because a year's budget next to eight months of spending looks like a saving when you are exactly on plan. Anything you spent on an account you never budgeted for is shown too, not quietly left out. Realtors also get region-aware board and licence dues (RECA, AREA, CREB/RAE and more) built in.
Your team, drawn out
Tell Tara who's on the team during setup and she draws the org chart from it: everyone in a tree you can read at a glance, with who reports to whom, who's still to accept their invite, and roles, owner, team lead, assistant, gating what each person can see, down to per-job hand-offs. Your business's data is walled off and enforced at the database itself.
And the fifteen above are just the start
Everything below is included too, same login, no add-ons. Every screen speaks your industry's language, and the AI asks before it acts, unless you have told it once, in a standing rule, that it needn't ask about this again.
Tara, the AI helper · answers from your own numbers, and does things for you, after you say yes
Stock & reordering · what you hold, where it sits, what it's worth, and what to reorder before it runs out
Certificates & expiries · tickets, permits, insurance and calibrations, with warnings before anything lapses
Lapsed tickets refused at the door · a roster, a job or a class refuses anybody whose ticket runs out before the work ends
Match the bank · pair each deposit on your statement with the invoice it paid, and the books tidy themselves
Billable hours · log time against a customer, then turn a month of it into one invoice
Waiting lists · when a class is full, people join the list; a cancellation offers the place to whoever waited longest
Tools and kit · sign a tool out and the app knows who has it, since when, and when it is late back
Deposits and retainers · take half up front; it is held rather than counted as income, and comes off their invoice later
Mileage logbook · log the drive by odometer or distance, at your rates, straight into what the business owes you
Standing rules · the boring jobs handled overnight, inside a short published list of what she may do without being asked each time
Your team, drawn out · the org chart Tara builds from who you tell her is on the team, showing who answers to whom
Safety log · incidents, near misses and inspections, tracked to closed
Sites & equipment · your locations and gear, with service dates that don't slip
Field tickets · work done on site, signed, and turned into invoices
Samples & testing (labs) · log samples in, watch hold times, record results, issue certificates
Students & programs (colleges) · intakes, enrolments, and the graduation and employment rates your licence depends on
Daily attendance registers · mark a class in one pass, with the hours evidence a regulator asks for
Tuition plans & refunds · who owes what and when, and what a withdrawing student is owed back, with the arithmetic shown
Events & head counts (catering) · covers, service time, venue and allergens on every event, and the food handler tickets that expire
Purchase orders · order from your low-stock list, tick off what arrived, and bill only what actually turned up
Check the bill against the delivery · a supplier who bills more than you agreed is held for a person, not paid
Spending approvals · set the figure above which an order needs a yes from you
Real accounts · profit and loss, balance sheet, cash flow and trial balance, built from your invoices
Several companies, one login · each company keeps its own books and GST number, plus one group view
Bill in another currency · invoice in US dollars, keep the books in Canadian, and the rate is fixed on the invoice for good
Statements of account · one page showing a customer everything raised, paid and credited, with the balance carried down
Pay suppliers in one run · propose the batch, look at it, then release it; pressing the button twice pays nothing the second time
Profit by branch or department · slice the books by whatever you actually run, with nothing quietly dropped
Stage billing for long jobs · claim a percentage of the contract as the work goes
Stock costing · FIFO or weighted average, with freight and duty included
Units that convert · buy by the drum, sell by the litre, count in whatever your shelf is labelled in
Serial numbers & batches · which exact unit went to which customer, and which batch expires when
Reserved stock & backorders · the last case is promised to whoever ordered first, and what you could not fill is queued rather than refused
Returns & credit notes · goods back on the shelf, credit on the account, damaged stock credited but not restocked
Classes with places · run group classes with a set number of spots; nobody gets booked into a full room
Prepaid passes · sell a ten-class pass and watch it count down; cancel in time and the credit goes back
Staff rosters · who is working when, checked against approved time off before the day arrives
Team week board · shifts, jobs and leave on one screen, with the clashes caught before Monday
Chat bubble for your website · live chat on your own site, landing in the same inbox as Instagram and email
Complaints register · the formal one, with the response clock an auditor asks about
Courses & transcripts · marks per course, and a transcript you can print mid-programme
Student enrolment reporting · the twice-yearly IRCC report for international students, assembled from your own records
Sponsored students · band, Alberta Works, WCB or employer funding, billed to whoever is actually paying
Practicum placements · host site, preceptor and hours, and no sign-off until the hours are really there
Admission checklists · what each course requires at the door, and who got in without it
Standing work · every second Tuesday, the first of the month: the visits book themselves
Vehicle inventory · make, model, year, VIN and odometer for dealers, not a property form
Permit & visa tracking · study permits and visas checked against course end dates, before it's a problem
Tuition tax receipts · the T2202 figures per student, assembled from records you already keep
Subcontractor payments · your T5018 figures, added up from payments you already made, with anyone missing a business number named
Find anything by typing · type what you want, in your words, and land on the exact panel
Sales forecasting · what's likely to land this month, from your own pipeline
Commission tracking · who is owed what, worked out per deal
Excel, Power BI & Tableau live links · your live numbers in the tools your accountant already uses
Quotes · send a quote your customer can accept online; it becomes an invoice automatically
Good, better, best · up to four prices on one quote, so the question is which rather than yes or no
Extra work · the job that grew once you were there, agreed with a name against it, and on the next invoice
Proof the job was done · a name, a signature and photos taken on the day, kept with the customer's file
Work that comes back · log a callback and it books the return visit, says whether the warranty still covers it, and counts what going back costs you
Today, for the crew · the person in the van opens the app on their own day, not the owner's dashboard: their jobs in the order they happen, one button per job, the address as a tap through to maps, the clock, extras agreed on site and the signature, all of it the same records the office is looking at
Your GST/HST return, box by box · the quarter laid out as lines 101, 103, 106 and 109 so you can copy them into My Business Account; it shows the figures BOTH ways, on invoices issued and on money actually received, and refuses to pick, because which one you file depends on the method you registered for and getting that wrong is the expensive mistake
Bank matching that thinks · it matches what is still OWED rather than what was invoiced, so the second half of an instalment is found; it reads the payer's name off the bank line, offers a wire that arrived short and says the difference in money, and posts the amount that actually turned up instead of marking the whole invoice paid
Tara shows her sources · when she answers from one of your own documents she puts a number in the sentence and lists the file underneath, one tap from reading the paragraph yourself; an answer worked out from your figures cites nothing rather than pretending it read something
Works with no signal · the crew screen keeps the day on the phone and remembers what was tapped in a basement; when signal comes back it sends, and a tap the office has already overtaken is refused and said out loud rather than quietly undoing them
Customer tracking link · share a link that says who is coming and roughly when, with no prices, no notes, no address and no live location
Stock across vans and stores · say what each van should always carry and be told when one is short, with where to move it from; the yard being full is not the same as the van being ready
Supplier price lists · what each supplier charges, kept as history rather than overwritten, so a quiet increase shows up instead of hiding in the year
Credit limits and stop-supply · what each customer owes AND what they have agreed to but nobody has billed yet, against a limit you set; putting somebody on stop refuses new quotes and jobs, needs a reason, and never blocks invoicing or taking payment
Paying in instalments · split an invoice into dates they can meet; while they keep to it, nobody chases them
Cash ahead · thirteen weeks of money in and out, naming the week it gets tight; late invoices are left out, not assumed
Late-payment charges · what you could charge on overdue accounts, per customer, raised only when you say so; it states the yearly rate Canadian invoices have to show, and never touches the original invoice
Custom invoices · your logo, your style, your GST number, print-ready and payable online
Client portal · customers see their invoices and pay online, no account needed
Self-serve booking page · a public link where customers book time with you
Field jobs board · dispatch the day’s jobs to your crew and track them to done
Recurring billing · set it once; invoices go out on schedule
Expenses & budget · money out, tracked next to money in
Loyalty points · reward repeat customers automatically
Support desk · customer issues in one queue, never lost in email
Projects · bigger jobs broken into steps everyone can see
Lead-capture forms · put a form on your site; replies land in your inbox
Surveys & reviews · ask how you did, spot unhappy customers early
Week in review · a plain-English summary of your week, written by the AI
Knowledge base · your how-tos in one searchable place
Bring-your-data-in wizard · import customers and invoices from spreadsheets or your old CRM
Slack & Teams alerts · big moments posted where your team already chats
Activity log · who did what, when, for peace of mind
Integrations hub · connects with the tools Canadian businesses already use
For your tech person (API & webhooks) · the plumbing, for when you want to build on top
Every module, one login
Customers, quotes, invoices, bookings, team, the books: your whole business in one login, instead of seventeen apps. Start free, no card, no catch.