Calgary head office · clients across Canada

Development · Calgary & across Canada

Industry CRM Systems for Canadian Companies

Tickets, calendars, clients, email and payments in one system made for your trade

A CRM made for your kind of business, not a generic one bent to fit: customer records, leads, scheduling and payments shaped around how your trade actually works.

  • 15+ years in business
  • Excellent · 105+ reviews
  • Calgary HQ · Canada-wide
yourclub · CRMSAMPLE DATA
Check-ins today58
Active members312
Trial leads9

Today’s classes

6:00 AMStrength & ConditioningCoach A14/16
9:30 AMBoxing FundamentalsCoach B11/12
12:00 PMMobilityCoach C6/14
5:30 PMYouth ClubCoach D18/18
15+ yearsfounded in Calgary in 2011
In-house teamdesign, code, search & care
105+Google reviews, rated Excellent
Fixed pricesagreed in writing up front

One system

Manage your whole company from one screen

We build business applications similar to the ones large companies use, sized for yours. Your tickets, calendars, clients, email and payments sit together, so your team stops jumping between apps.

  • Clients and accounts
  • Tickets and jobs
  • Calendars
  • Inbox with email inside
  • Users and permissions
  • Payments and invoices
  • Reports
  • Reminders and alerts

Industries

A CRM shaped around your trade

Each system is planned around the work your industry does every day. These are examples of what it can manage, and we add what your company needs.

Sports Gyms and Clubs

  • Members, classes and check-in
  • Waivers and coaches
  • Inbox, calendars and email
  • Payments and reports
See features

Locksmith Companies

  • Clients and accounts
  • Technicians and dispatch
  • Job tickets and photos
  • Quotes and invoices
See features

Appliance Repair

  • Clients and appliance history
  • Service tickets
  • Technician calendars
  • Parts and invoices
See features

Garage Door Companies

  • Service calls and installs
  • Technician schedules
  • Quotes and approvals
  • Client history and payments
See features

Medical Clinics

  • Patient profiles
  • Appointments and reminders
  • Staff roles and permissions
  • Billing and reports
See features

Plumbing and HVAC

  • Emergency and booked calls
  • Crew calendars
  • Maintenance reminders
  • Quotes and invoices
See features

Moving Companies

  • Quote requests and bookings
  • Crew and truck calendars
  • Move details and notes
  • Deposits and payments
See features

Cleaning Companies

  • Recurring bookings
  • Cleaner schedules
  • Client notes and access details
  • Invoices and payments
See features

Renovation Contractors

  • Leads and estimates
  • Project calendars
  • Crew and subcontractor tasks
  • Progress invoices
See features

Different industry? Tell us how your company works and we will show you what we can build.

Overview

A CRM that speaks your industry's language

Why generic CRM software falls short

Generic CRM software is built for a sales team in an office. A gym, a locksmith company or a trades business has different work: members who book and renew, emergency calls that need a technician now, quotes approved on a doorstep. Owners end up paying for a CRM, a booking app, a dispatch tool and an invoicing service, then copying the same customer between all four. An industry CRM keeps that customer, and everything that happens with them, in one place.

Built around how your trade really runs

We build each CRM in PHP on hosting we manage, so there is no per-seat licence that grows every time you hire. Every system starts from how the trade really runs: the jobs people do each day, the information each person needs, and the moments where work falls through the cracks. Payments, email and text notifications, calendars and accounting exports are connected where they save real time, and each company gets its own branded, private copy.

A separate CRM for each industry

Two Trees Studio builds separate CRM systems for different industries, including sports gyms, locksmith companies, appliance repair, garage door companies and medical clinics. Each one is made for that trade's own customers, jobs and billing. You own your data, and the team in our Calgary office that builds the CRM also hosts it, backs it up and adds features as your company changes.

Benefits

Where an industry CRM pays for itself

CRM systems made for one industry at a time, with customer records, scheduling and billing that fit the trade.

01

Customers and Leads

Every customer, lead and enquiry with full history: calls, bookings or jobs, quotes, payments and notes.

02

Bookings or Jobs

Classes, appointments or service calls on one calendar, with limits, waitlists, assignments and reminders.

03

Quotes, Invoices, Payments

Card payments, recurring memberships, deposits and invoices through a processor such as Stripe or Square.

04

Works on Any Phone

A mobile-friendly web app, so staff in the field and customers on the go need no app store download.

05

Automatic Follow-Ups

Email and text messages for confirmations, reminders, status changes, renewals and unpaid balances.

06

Reports You Can Act On

Dashboards for leads, revenue, jobs or attendance, with exports for your accountant.

What's included

Part of every CRM setup

Details vary from one business to the next, yet each project covers the points listed here. Extras are quoted in writing before any work on them begins.

  • Workflow review with your team
  • Your branding, services and prices
  • Staff roles and permissions
  • Mobile-friendly screens for the field
  • Payment and notification setup
  • Import of existing customers
  • Managed hosting with backups
  • Training and written guides

Who it suits

Who a custom CRM suits best

Owner-operators, expanding companies and established Canadian firms begin at the same point: understanding how their buyers look, compare and choose.

Companies paying for too many apps

One system replaces the separate tools for bookings, email, invoices and customer records.

Teams with staff in the field

Technicians and crews see their day on a phone, while the office sees every job.

Businesses with a busy front desk

Check-ins, appointments, waivers and payments are handled in one place.

Growing companies

Add staff and new features as you grow, without a licence fee for every new login.

How it works

How We Set Up an Industry CRM

  1. Step 1

    Map Your Workflow

    We go through how your company handles customers today and note the differences from the standard version for your industry.

  2. Step 2

    Tailor and Brand

    Your logo, services, prices, staff roles and rules are set up, and any extra screens you need are built.

  3. Step 3

    Import and Train

    Existing customers and records are brought in from spreadsheets or your old system, and your team is shown how to use it.

  4. Step 4

    Host, Support, Extend

    We run the CRM on managed hosting with backups and monitoring, and add features as you grow.

15+ years in business
since opening in Calgary
Excellent · 105+ Google reviews

Why us

Why choose a Two Trees Studio CRM

Web development since 2011

We have been writing PHP applications and websites for Canadian businesses for well over a decade.

Built and hosted by one team

The developers who build your CRM also run its hosting, backups and updates from our Calgary office.

No per-user licence

Add staff and technicians without a monthly fee for every new login.

Made for your trade

Screens, wording and reports follow how your industry works, not a generic sales pipeline.

Reviews

What clients say about Two Trees Studio

EXCELLENT Based on 105+ reviews Google
D Dan KofmanGoogle review

Two Trees Studio helped me set up and manage my Google Ads campaign. Within two weeks, I started receiving quality leads. I highly recommend this company. Their professional team uses the right tools and strategies to make everything work smoothly and efficiently.

V Vladimir FazilovGoogle review

Two Trees Studio has been awesome to work with. Their team provided excellent support for both our website and marketing, always responsive and easy to communicate with. They really know their stuff and made the whole process smooth from start to finish. Highly recommend them.

L Lindsay MortonGoogle review

Two Trees Studio is a creative and reliable design team. They helped us consider branding ideas we had missed. Their work quality, attention to detail, and strong skills across different platforms truly impressed us.

S Sabrina MarsiyaGoogle review

Two Trees Studio provides reliable monthly SEO support for our website. They regularly improve rankings, optimize content, and monitor performance. As a result, our online visibility continues to grow every month.

A A Plus Counting Services Inc.Google review

Professional, quick, and efficient service at an affordable price. Highly recommend!

E Evgeny BaevskyGoogle review

Great service, highly recommend this company

Read all reviews

Where we work

CRM systems from Calgary for companies across Canada

We plan CRM setups with clients in our Calgary office or over video, and support companies anywhere in the country. Our Vancouver and Winnipeg offices work with clients in their own regions.

Talk to the team
Map of the Canadian cities Two Trees Studio works with, connected to the Calgary head officeB.C.ALBERTASASKATCHEWANMANITOBAONTARIOQUEBECATLANTICWeb design in BurnabyWeb design in SurreyWeb design in RichmondWeb design in CoquitlamWeb design in LangleyWeb design in DeltaWeb design in New WestminsterWeb design in Port MoodyWeb design in North VancouverWeb design in West VancouverWeb design in AbbotsfordWeb design in ChilliwackWeb design in Maple RidgeWeb design in CochraneWeb design in CanmoreWeb design in Spruce GroveWeb design in LeducWeb design in Sherwood ParkWeb design in Fort McMurrayWeb design in BurlingtonWeb design in Richmond HillWeb design in OshawaWeb design in BarrieWeb design in GuelphWeb design in WindsorWeb design in KingstonWeb design in St. CatharinesWeb design in MontrealWeb design in Quebec CityWeb design in GatineauWeb design in FrederictonWeb design in CharlottetownWeb design in KelownaKelownaWeb design in KamloopsWeb design in VictoriaWeb design in NanaimoWeb design in AirdrieWeb design in EdmontonEdmontonWeb design in St. AlbertWeb design in Red DeerWeb design in LethbridgeLethbridgeWeb design in Medicine HatWeb design in Grande PrairieGrande PrairieWeb design in OkotoksWeb design in ChestermereWeb design in SaskatoonSaskatoonWeb design in ReginaReginaWeb design in TorontoTorontoWeb design in MississaugaWeb design in BramptonWeb design in MarkhamWeb design in VaughanWeb design in OakvilleWeb design in OttawaOttawaWeb design in HamiltonWeb design in LondonWeb design in Kitchener-WaterlooWeb design in HalifaxHalifaxWeb design in MonctonWeb design in Saint JohnWeb design in St. John'sSt. John'sHead office — CalgaryCalgary · HQVancouver office — VancouverVancouverWinnipeg office — WinnipegWinnipeg

FAQ

Industry CRM Systems: questions & answers

Short answers to what clients ask us most. Tap a question to see our answer.

Have a different question?Write to us and the answer comes from the people who would build your site.

Why an industry CRM instead of a well-known CRM?

Two Trees Studio

Big-name CRMs are built around sales pipelines and charge per user. A gym or locksmith company spends most of its day on bookings, jobs and payments, so it ends up adding more apps and paying for seats it barely uses. An industry CRM is built for that daily work from the start, without seat licences. If a standard product would serve you better, we will tell you.

How much does an industry CRM cost?

Two Trees Studio

Pricing depends on the industry version, the number of extra features you need and the data to bring across, so it is quoted on request after a short call. The scope and price are set out in writing first, and the setup can run in stages to spread the cost.

Who owns the customer data?

Two Trees Studio

You do. Everything your company records in the CRM belongs to you, and if you ever leave we hand over a full export of your data.

Can the CRM connect to tools we already use?

Two Trees Studio

Usually, yes. Payment processors, accounting software, calendars, email and text messaging services and many industry tools offer connections we can build on. We confirm what your current tools allow before promising anything.

How long does it take to get started?

Two Trees Studio

An industry version that already exists can be branded, filled with your services and data, and launched much faster than a system built from nothing. Extra features add time. The schedule is part of the written scope, and you test everything before your team switches over.

Can our staff and customers use it on their phones?

Two Trees Studio

Yes. The CRM is a mobile-friendly web app that works in any modern phone browser, so nobody needs to install anything. It can be saved to the home screen like an app.

Ask whether a CRM is ready for your industry

Give us a short outline of what you need. You will get a reply with follow-up questions and a fixed price in writing, and no obligation to proceed.

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