CRM · Client Management System
Track every client, deal, and follow-up in one system built for small businesses — not enterprise sales teams. Canadian data. No lock-in. Live in an afternoon.
3D3D CRM is a five-module client management system built for small Canadian businesses — contacts, pipeline, tasks, documents, and reporting in one place. Solo at $15/user/month, Team at $29/user/month. All data stays in Canada. No extras billed separately, no consultant required.
Solo for founders and freelancers. Team for everyone else. Both include all five modules, Canadian data residency, and a month-to-month subscription with no setup fee.
For founders, freelancers, and one-person operations who need a real system without the enterprise price tag.
Month-to-month · No setup fee · Cancel any time
For growing teams. Unlimited seats, priority support, team sharing, and a one-hour onboarding call with Randall to get your pipeline right from day one.
Month-to-month · No setup fee · Cancel any time
Prices in CAD. Both plans are billed monthly per user, per seat. Team plan: unlimited seats means every login is $29 total — no per-seat overage. Questions? Email [email protected]
No feature gates between Solo and Team — both plans run all five modules. The difference is seat count and support level, not functionality.
Every client, prospect, and supplier in one searchable place. Tags, full history, and notes on every record — no spreadsheet hunting.
Visual deal and project stages. Move cards through your workflow, see what's stalling, and never lose a live opportunity to inbox chaos.
Follow-ups, deadlines, and reminders tied to each contact or deal. Closes the loop between what you promised and what you delivered.
Quotes, proposals, and signed agreements filed against the right client automatically. One place for every document — no folder archaeology.
Revenue, open deals, win rate, and pipeline velocity in a single view. Real numbers on the health of your business, updated live.
3D3D CRM is a web-based client management system designed for Canadian small businesses that outgrew their spreadsheet but do not need a Salesforce implementation. It covers the five things a real business runs on — contacts, deals, tasks, documents, and a revenue dashboard — in a single system with a flat monthly price.
Built and hosted in Canada, it is operated by Randall Marshall and the same team behind ORA (3D3D's governed private AI) and 12 deployed client applications. The same precision that goes into every custom software build goes into the reliability of this system.
Carly, one of our first CRM clients, described it as "the first tool where I actually know what's happening with every client without digging through my inbox." That is the bar we hold every release to.
The short answer: because memory is not a system, and a spreadsheet is not a CRM.
Without a pipeline, active deals live in your inbox. One missed follow-up and the client assumes you moved on. A pipeline board shows every open deal at a glance so nothing goes cold by accident.
Notes in a notebook, quotes in Dropbox, emails in Gmail. Contact Hub puts all of it — every conversation, document, and task — on the contact record where it belongs.
The Insight Dashboard shows revenue, open deal value, and close rate so you can make decisions based on real data — not gut feeling and vague memory of last quarter.
On either plan, full data export is available any time from your account settings. Your contact list, deal history, documents, and notes export to standard CSV and JSON — no vendor lock, no export fee, no 30-day waiting period. Cancel today and download everything tonight.
Data is stored in Canadian data centres, governed by Canadian privacy law. We never sell, share, or mine your client data. The system is audited quarterly under the same ORA governance framework that runs 3D3D's private AI infrastructure.
Solo at $15/user/mo. Team at $29/user/mo. Both plans are live in an afternoon. Questions first? Randall answers within 24 hours.