Lead CRM Starter · owner-controlled

Know every lead, what happened, and what should happen next.

ProgressorAI Lead CRM connects inquiries from your website, Front Desk, phone, and business card to one pipeline. AI prepares recommendations; your team keeps authority over customer-facing actions.

From CAD 500 one time

CAD 250 after scope acceptance and the remaining balance before activation, paid by Interac e-Transfer against a numbered invoice.

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Native AI CRM

From inquiry to a governed next action

  1. 1

    Lead enters

    Source preserved

    Website, chat, voice, card, or manual inquiry creates one record.

  2. 2

    Pipeline updates

    Work visible

    The owner sees stage, history, contact, and responsibility.

  3. 3

    AI proposes

    Pending approval

    A next action is drafted with a reason and evidence.

  4. 4

    Owner decides

    Audit recorded

    Approve, reject, or replace the recommendation.

What the owner gets

A focused lead workflow, not an undefined enterprise replacement.

One customer record

Website, chat, voice, card, and manual inquiries enter one visible contact and opportunity history.

A practical pipeline

See the stage, source, owner, notes, next action, and latest activity without chasing inboxes.

Governed AI

AI can propose a next action with evidence. The owner approves or rejects consequential changes.

Optional integrations

Keep an existing CRM when that is the right fit. ProgressorAI can connect approved systems instead of forcing migration.

Base scope

A working first pipeline.

  • One pipeline with standard contact, service, source, status, and notes
  • Website, chat, voice, and business-card inquiry handoff
  • One owner workflow with notification and follow-up history
  • Owner Dashboard access with tenant-isolated records

Expanded scope

Added only when it solves a real need.

  • — Legacy data migration, multiple pipelines, team roles, or custom dashboards
  • — Accounting, document, calendar, or existing CRM integrations
  • — Custom automations and deeper SiteLedger project connections
  • — Customer-facing actions that require additional approval and testing
  • — The governed AI CRM Layer and AI Supervisor pilot available after a separate Blocker Audit

Selected starting path

  1. 1
  2. 2
  3. 3

Step 1 of 3: Confirm path

Choose your path

Is this the system you want us to scope?

Review the selection before we ask for the minimum business details needed to prepare it.

Starting scope summary

Custom Written Scope

We will turn this selection into a written scope before any invoice.

Paid services

Lead CRM Starter

Estimate

Price confirmed in the written scope

No payment is collected here. Written scope first.