Contacts, leads and history
Records, tags, smart lists, custom fields and conversation history.
Ocliq — CRM, automation and AI for service businesses
Ocliq is a CRM, sales automation and AI platform for service businesses. It centralizes leads, customers, pipelines, communications, appointments, marketing and follow-up. Fields, stages and automations are configured around how each industry sells and maintains client relationships. Connect Ocliq directly to ChatGPT or Claude through MCP. Look up contacts, review your pipeline and ask your assistant to create tasks, add notes or update your CRM.
Capture → centralize → convert → retain
- Capture
Forms, pages, chat and enabled lead sources.
- Centralize
Contacts, conversations, opportunities and appointments.
- Convert
Pipelines, tasks, SMS, email and AI-assisted qualification.
- Retain
Reminders, reviews, newsletters and reactivation.
One shared CRM and automation platform
Pipelines and opportunities
Configurable stages, owners and next actions for your sales process.
SMS, email and conversations
Centralize conversations and trigger follow-ups according to enabled channels and permissions.
Appointments and calendars
Booking, availability, confirmations and reminders with connected calendars.
Automation and follow-up
Triggers, delays, tasks, notifications and sequences tailored to each stage.
Campaigns and newsletters
Targeted email, newsletters, segmentation and social post scheduling.
Forms and lead capture
Forms, funnels, pages, chat widgets and QR codes.
Reviews and retention
Review requests, relationship follow-up and reactivation of past contacts.
AI and qualification
AI agents for initial inquiries, qualification and booking according to configuration.
Reporting and sales visibility
Track activity, sales stages and campaign performance.
Connections and tools
Calendars, marketing accounts, APIs and webhooks according to available options and permissions.
CRM connected to your AI assistant
Connect Ocliq directly to ChatGPT or Claude through MCP. Look up contacts, review your pipeline and ask your assistant to create tasks, add notes or update your CRM.
Your CRM, connected to ChatGPT and Claude
Connect Ocliq directly to ChatGPT or Claude through MCP. Look up contacts, review your pipeline and ask your assistant to create tasks, add notes or update your CRM.
Industry configurations
Quebec real estate
Buyer and seller pipelines, properties, Centris workflows, conditions, deadlines and post-transaction follow-up.
See the workflow →HVAC contractors
Inquiries, estimates, appointments, follow-ups, reviews and seasonal reactivation.
See the workflow →Coaches
Qualification, discovery calls, reminders, program follow-up and prospect reactivation.
See the workflow →Consultants
Inquiries, qualification, proposals, follow-ups and engagement renewals.
See the workflow →Marketing and creative agencies
Leads, discovery, proposals, client handover and retainer renewals.
See the workflow →Pricing and onboarding
CAD 140/month with 2 users included. Additional user: CAD 70/month. One-time setup: CAD 600, with 3 training sessions and assisted migration from your current CRM.
Already using Follow Up Boss or another CRM? Ocliq handles your data migration as part of the setup fee. Our team helps retrieve exports, map fields and import your data into Ocliq.
We review all the data you want to bring over: contacts, lead sources, tags, custom fields, notes, tasks, opportunities and history. Transfer depends on the exports and access your current CRM provides; we confirm what will transfer and any limitations before migration.
- Map your sales process, data and tools.
- Configure fields, pipelines, permissions and connections in the agreed scope.
- Test with sample records, train your team and confirm support arrangements.
Communication usage, AI options, custom work and integrations are specified in your offer. A CRM configuration does not by itself replace specialist operational software.
Frequently asked questions
What is Ocliq?
Ocliq is a CRM, sales automation and AI platform for service businesses. It centralizes leads, customers, pipelines, communications, appointments, marketing and follow-up. Fields, stages and automations are configured around how each industry sells and maintains client relationships. Connect Ocliq directly to ChatGPT or Claude through MCP. Look up contacts, review your pipeline and ask your assistant to create tasks, add notes or update your CRM.
Can I migrate from Follow Up Boss or another CRM?
Already using Follow Up Boss or another CRM? Ocliq handles your data migration as part of the setup fee. Our team helps retrieve exports, map fields and import your data into Ocliq. We review all the data you want to bring over: contacts, lead sources, tags, custom fields, notes, tasks, opportunities and history. Transfer depends on the exports and access your current CRM provides; we confirm what will transfer and any limitations before migration.
Is Ocliq only for real estate brokers?
No. Ocliq serves service businesses across industries. Quebec real estate has a specialized configuration within the same CRM and automation platform.
How is Ocliq different from a generic CRM?
Ocliq combines CRM, communications, marketing, booking and automation with configuration around the business’s stages and follow-up process. The exact scope is agreed during onboarding.
Start with your real workflow
Bring your lead sources, stages and tools. We define the configuration and scope before implementation.
Plan a demo