About CRMO

Started in the field. Built for the office.

Our team includes former field service technicians. We have knelt at the furnace, answered the 7 p.m. call and chased the unpaid invoice. We built CRMO inside a working GTA service company before we offered it to anyone else.

Led by strong values

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Driver of productivity

Technology lets a small office do what big companies do. Overhead is the lever, and our job is to lower it.

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Privacy by design

Your customer data stays in your own accounts. We use only what the work needs, and we delete it when our contract ends.

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Scaling is finally feasible

Remove the repeat work from the office and your people get their hours back for customers and growth.

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Seeding for exponential growth

The fruits cannot be had until the tree has grown. We don't succeed until you do.

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Seamless integration

We build inside the software you already use, so new steps blend into your day instead of adding to it.

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Your customers are your lifeline

Efficiency must never cost you a happy customer. Every message is written in your voice and approved by you.

Save with CRMO
Use your own numbers. See what repeat work costs you each year.
5%
*We aim to give your office at least 5% of its week back. Most offices find more.
Total savings: $0/year
($0 from reduced operating hours + $0 of staff time that was going to repeat work.)
*Estimates only. Your Office Audit gives real numbers from your own data.

Built and proven inside a working GTA service company.

Barbeque Pro, Toronto BBQ service and repair
“CRMO improved every department at Barbeque Pro. We saw a large increase in sales within 2 weeks without additional labour costs. Not only that, we were able to find additional work that might have been missed with an automated audit. James was swift in bringing in a simple interface that all our staff could use to run tasks that were previously very repetitive and frankly a waste of our staffs' time.”
Sales up within 2 weeks
No added labour cost
Missed work found by audit
Two Barbeque Pro technicians in branded jackets servicing a built-in barbecue
Charles Munro
CEO & President, Barbeque Pro · Our founding client

FAQs

My software works. Why change anything?

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McKinsey found that over 40% of workers spend at least a quarter of their week on manual, repeat tasks like email, data collection and data entry. In a service office that can be retyping job details, building the schedule by hand, chasing invoices or answering the same question ten times a day. Your people are worth more than that. Book a free call to see what those hours cost you.

We're swamped. How long does it take, and how much of our time?

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That is who we built this for. Every week you wait costs money. It starts with a free 30-minute call, and you give us about two hours in total. We roll out in phases so your day stays smooth, and most setups go live within 4–6 weeks. After that, your care plan keeps it running and improving.

What makes CRMO different from other automation companies?

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Our team includes former field service technicians. We know dispatch, diagnosis and follow-up from the truck and from the office. We work inside the software you already pay for, and every setup fits your business.

Will my customers still talk to a person?

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Yes. Your team keeps every customer relationship. We remove the typing and sorting behind the scenes, so your staff has more time on the phone, not less.

What can we help with?

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Most work falls into these areas, but the list is not complete. If your team repeats it every day, ask us.
· Scheduling, dispatch and balancing load across technicians
· Invoicing, estimates and payment follow-up
· Customer confirmations, reminders and canned replies
· Data entry and keeping records in step across programs
· Parts and inventory tracking
· Repeat-service reminders and finding past customers due for work
· Reports, and a monthly summary of hours saved