Industry CRMs
Generic CRMs treat everyone like a sales lead. We build the system around the file: clients, documents, bookings, and payments that match how a practice actually works. Dossierly is the first product in that line.
What a vertical CRM includes
- ⚡ Lifelong client records, not a pile of deals
- ⚡ Files and checklists that match the industry pathway
- ⚡ Ask-once questionnaires and document collection
- ⚡ Client portal, booking, contracts, and payments
- ⚡ Connections to the tools the practice already uses
How we ship one
First product
Dossierly
CRM for Canadian immigration consultants and lawyers. Clients, IRCC forms, booking, e-signature, and payments in one secure workspace. Data stays in Canada. No generative AI on client files.
- Client portal and ask-once questionnaires
- IRCC PDF fill from answers already collected
- Public booking with calendar busy times
- Square or Stripe, Sage, Meet / Teams / Zoom
The pattern
Dossierly is the proof, not the only recipe. If your industry runs on files, documents, and a client relationship that does not fit Salesforce, we design the CRM around that work.
The file is the unit
A project, a matter, a permit, a job. Contacts hang off the file. Status, documents, and money live there too.
Clients do the intake
A portal collects answers and uploads once. Staff review, correct, and move the file forward without chasing email attachments.
Then connect the rest
Booking, signature, calendar, payments, and accounting are built in or connected. No extra scheduler glued on with a Zap.
Inside the workspace
Dossierly · Today’s files
Needs attention
4 open| File | Client | Pathway | Next step |
|---|---|---|---|
| PR-1042 | Chen, L. | Study permit | Review passport scan |
| WP-0881 | Okoro, A. | Work permit | Send retainer |
| SP-2219 | Moreau, C. | Spouse open WP | Fill IMM 5710 |