Quebec real estate
Buyer and seller pipelines, properties, Centris workflows, conditions, deadlines and post-transaction follow-up.
See the workflow →One CRM, configured around your business
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.
The same platform, different sales processes
A discovery call, an HVAC estimate and a buyer’s financing deadline need different fields and follow-up rules. Ocliq’s common CRM capabilities can be configured for those differences. Existing real estate and HVAC pages contain deeper examples; the newer industries below show configuration blueprints to validate during your demo.
Industry configurations
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 →Another service industry?
For home services, roofing, plumbing, electrical, landscaping or other service businesses, start with your lead-to-client process. We validate the scope before promising a specialized implementation. Technician dispatch, inventory, accounting and fleet management require separate evaluation.
Start with your real workflow
Bring your lead sources, stages and tools. We define the configuration and scope before implementation.
Plan a demo