In testing
Food equipment dealer
Wholesale & distribution · In testing
A commercial food equipment dealer
Leads, quotes customers sign online, store orders, installs, rentals and an accounting sync that checks itself daily.
Off-the-shelf CRMs are built for everyone. We're a custom software studio — we design, build, deploy, and operate yours around your exact sales process, with custom stages, the right automations, and integrations with the tools you already use.
A custom CRM is customer relationship management software built around your own sales process: your pipeline stages, automation rules, reporting and integrations. Contractors and service businesses use one when an off-the-shelf CRM forces their process into someone else's shape. AltaMatic handles custom CRM development and CRM integration with your accounting and field tools.
We design the CRM in a discovery session with your team, engineer it to spec, deploy it, train everyone on it, and keep operating it afterward. Most clients are fully operational within two weeks of go-live — the same way we built the back-office system behind our General Contractor Operations Software case study.
Most CRMs force your sales process into their stages. We build yours around how you actually sell — the right stages, the right fields, the right triggers. Nothing irrelevant. Nothing missing.
When a deal moves to a new stage, the right things happen automatically — follow-up tasks created, emails sent, team members notified, documents generated. Your pipeline stays clean without anyone managing it.
New leads arrive and get routed to the right person — by territory, service type, deal size, or availability. No leads falling through the cracks. No manual assignment overhead.
Your CRM connects to the tools you already use — your quoting tool, your job management software, your accounting system, your calendar. Data flows between them without anyone copying it.
Win rate by source. Pipeline velocity. Revenue by rep. Average deal size over time. We build the reports that actually tell you whether your sales operation is healthy — and where to fix it.
A generic CRM asks you to describe your business in its language. A custom one is built in yours — which is why AltaMatic starts from the workflow rather than the software. A contractor tracking quotes, site visits, and follow-ups across a dozen live jobs needs something structurally different from a firm managing retainer renewals, or a realtor moving buyers, listings, and offers through a pipeline. Three examples below; the pattern applies to any operation with real process behind it.
Trades & ContractorsTrack quotes, site visits, and follow-up tasks across multiple active jobs — without spreadsheets or sticky notes.
General ContractingGeneral Contractor Operations Software — quotes, jobs, invoices and follow-up in one system, with an embedded AI layer that prepares routine work and escalates only what needs the owner.
Demolition & Site ClearingEvery Alberta procurement portal watched around the clock, each opportunity scored against real crew and equipment capacity before anyone reads it.
Your CRM shouldn't force you to abandon QuickBooks, your phone system, or your calendar. We wire those tools directly into it — so quotes, payments, calls, and bookings all flow into one place you manage, instead of living in a dozen disconnected tabs.
And more — if it has an API, we can connect it.
Six questions, starting with the obvious one: why build instead of buying Salesforce or HubSpot. The rest cover data migration from whatever you run today, what happens when you need changes a year in, integration with your other tools, how long a build takes, and who owns the system afterwards. On that last point AltaMatic is unambiguous — the CRM and the data in it are yours, with no platform sitting between you and your own client records. A general contractor in Edmonton and Calgary now runs its entire back office on General Contractor Operations Software, one such system, instead of five tools.
Off-the-shelf CRMs charge per seat for hundreds of features you'll never use, and still force your sales process into their structure. A custom CRM is built around how your team actually sells — your stages, your automations, your reports — with no per-seat fees and no bloat.
Yes. We migrate contacts, deals, notes, and history from your current CRM or spreadsheets as part of every build, and we run both systems in parallel during the switchover so nothing is lost.
Because we built it, changes are fast — new pipeline stages, new automations, new integrations are typically turned around in days, not support tickets. Ongoing adjustments are covered under the monthly retainer.
That's most of the point. We connect it to your phone system, email, calendar, accounting software, quoting tools, and anything we've automated for you — so data flows automatically instead of being re-typed.
A full CRM is a full system, so we aim for about one month. Data migration and team training are part of the rollout plan agreed in the scope. Larger builds with many integrations are phased so you're working in the system early instead of waiting for one big launch. The free 30-minute call gives you a realistic timeline; the optional $900 Blueprint makes it firm, credited in full if you build with us.
The data is yours under every arrangement. The CRM itself can be yours outright, or built faster on our platform, depending on the ownership model you choose before the build starts. Either way you're never locked into a per-seat platform you can't leave. If you ever move on, the data comes with you.
Start here
30 minutes. We map your current sales process, audit how leads are tracked and followed up on today, and show you what a purpose-built CRM would change.
30 minutes · No commitment · No pitch · 587-937-6948
In testing
Food equipment dealer
Wholesale & distribution · In testing
Leads, quotes customers sign online, store orders, installs, rentals and an accounting sync that checks itself daily.

Construction Software · SaaS · About to go to market · running with early crews
Front to back — the entire product, built end to end.
Up a level
All Solutions
Everything we build for Alberta operators, in one place.
More In This Series
Quoting & Document Workflows
Estimating and document generation built for your own pricing.
Systems Integration
Accounting, CRM and field systems wired so nothing is retyped.
Applied AI & Automation
Applied AI inside working software — extraction, drafting, retrieval.
ERP Implementation & Managed Support
One system of record, implemented in phases and run for you monthly.
AI Integration
A model connected to the systems, documents and rate cards you already run.
Built For Your Industry
Also Worth A Look
Alta
Online · AltaMatic
Powered by AltaMatic · Edmonton