Business systems for small & mid-sized businesses

Your business.
Beautifully organized.

Websites, client portals and CRMs, built as one system. Every customer, request and invoice in one place. Fixed prices. You own it.

Start a project See the work ›

hq.company.ca

HQ · for you

portal.company.ca

Portal · for your customers

On their phone

One system, three doors: HQ for you, a portal for your customers, on any device. Sample data.

0+ yrs

of business systems, from theatres at sea to a museum

0 yrs

running a business of my own

0 yrs

taking a Toronto museum from start-up to open

senior person, first call to launch

Why a business system

Less chasing.
More business.

Scroll, and watch one enquiry become a paid project without anyone retyping a thing.

3 → 1

Organized

Every customer, request and job in one place, not spread across inboxes, spreadsheets and sticky notes.

An enquiry lands in HQ, with everything they told you.

24/7

Efficient

Confirmations, reminders and follow-ups send themselves, in your words, on time.

The reply goes out on its own. One click makes them a client.

Effective

"Where are we?" emails. Customers see progress, documents and invoices for themselves.

They watch the build in their own portal and approve each step.

Revenue

More enquiries answered, more bookings taken direct, fewer invoices forgotten about.

The invoice is raised, sent and paid without a spreadsheet.

hq.company.ca

Enquiries1 new

Priya Sharma · Harbourfront Dental

Online bookings + patient CRM · C$5–15k · 1–3 months

just now

Marcus Chen · Kingsway Property

call booked

Olivia Grant · Grant & Co.

quoted

Sent 7:42 · to [email protected]

Thanks, Priya. I've got your request.

Reference ENQ-2041 · reply within one business day

Harbourfront Dental

Client · project · portal login · deposit invoice

Converted ✓

Hi Priya.

Your booking system is on track for launch.

Discovery ✓Design ✓BuildLaunch

Booking flow v2 is ready

Takes about five minutes to review

Approve

Invoice INV-1052

C$2,237.40

Deposit · website + online bookings

Paid

Sent to the portal and by email · reminder scheduled · receipt issued on payment

Every customer, request and invoice in one place.

What that actually means

Not four subscriptions bolted together. One database your website, your customers and your team all read from, so a booking taken at 11pm is on the schedule, in the accounts and in the customer's portal before you're up.

Built and shipped

Real systems, real businesses.

Read the stories ›

A portal for your customers

They stop chasing you. You stop repeating yourself.

Progress, previews, documents, messages and invoices behind one login, with their whole team invited. It's the same portal my own clients use.

✓Approve work with one tap
✓Upload documents both ways
✓Log a support request
✓Pay an invoice

Everything your business runs on.
In one place.

CRM & pipeline

Every lead from first hello to paid, with nothing lost in an inbox.

Bookings & payments

Take bookings and deposits around the clock, not just office hours.

Automations

The confirmations, reminders and follow-ups you'd otherwise forget.

Connected

QuickBooks, Xero, Stripe, Google, your phone system: talking to each other.

Selected work

Systems that run real businesses.

All work ›

CRMPortalField app

One hub replaces three systems

Hydracare Oil Services · Dorset, UK

Hockey FUNdamentals Camp · Toronto, since 1995

RegistrationCRMCoach app

Registration and a camp CRM, in one

Hockey FUNdamentals Camp · Toronto, since 1995

SilentBid · schools, clubs and charities

PlatformPaymentsLive screen

Silent auctions that run themselves

SilentBid · schools, clubs and charities

Who builds it

From founding a museum's IT
to running yours.

More than twenty years building business systems, for law firms, financial institutions, manufacturers, museums and design and marketing studios, including five years as IT Manager of a world-renowned Toronto museum, taking it from start-up to a fully functioning, large-scale institution. Ten of those years I have spent running a business of my own. I understand how a business works, map that process to a system, and build the system myself.

More about me ›

Dan · founder

Honest prices. Up front.

Website

from C$3,500

Live in 3–4 weeks

Business System

from C$12,000

Live in 8–10 weeks, in phases

Platform

from C$25,000

Quoted after discovery

See what's included

Let's organize your business.

A free 30-minute call. No slides, no pressure, and a fixed price afterwards.

Start a projectReplies within one business day

Your business.Beautifully organized.

Less chasing.More business.