The AI-first CRM
Your Team Will Love.
We don't just hand you software. We consult on your sales process and build a custom-tailored, AI-powered CRM around your exact workflows to capture, nurture, and close every lead automatically.
Revenue Analytics
Trusted By Ontario's Best Home Service Businesses
Everything You Need
to Close More Deals.
From custom intake forms to executive dashboards, every tool is built to capture, qualify, and convert your leads faster.
Qualify Leads With Custom Forms.
Streamline your intake process, organize response data, and automatically create tasks from branded Forms. We build custom forms to make sure all leads are high quality.
Build Custom IntakeEliminate Bottlenecks With Dashboards.
See how deals track over time, who is closing, and how your team is performing overall. Easily identify hold-ups with Cumulative Flow, Burnup, Burndown, and Velocity charts.
Explore DashboardsNever Miss a Follow-Up Again.
Automatically nurture every lead with timed SMS, email, and call sequences. Leads get contacted within minutes — not days — so you never lose a deal to a slow response.
Automate Follow-UpsRun Your Business From Anywhere.
Quote jobs, answer customers, and update opportunities from your phone while in the field. Your entire CRM syncs across every device in real time — nothing falls through the cracks.
Get Mobile AccessHow We Build Your Custom Engine
We don't just hand you a login. We consult, architect, and build a tailored system around your exact business model.
1. Discovery & Workflow Mapping
We start by auditing your current sales process. We map out every touchpoint, identify leaks where leads drop off, and design the ideal workflow to maximize conversions.
2. Custom CRM Architecture
We don't use generic templates. We build custom pipelines, specialized tags, and specific data fields that perfectly mirror your unique sales cycle and terminology.
3. Automation Engineering
This is where the magic happens. We engineer the triggers, SMS follow-ups, email sequences, and internal team notifications that put your sales process on autopilot.
4. Team Onboarding & Handoff
A system is only as good as the team using it. We provide comprehensive training, documentation, and ongoing support to ensure your staff adopts and thrives with the new CRM.
Reduce Admin Tasks
So You Can Close More Deals
Custom automations that handle follow-ups, reminders, notifications, and internal workflows — automatically.
Your Business.
Fully Automated.
No templates. No DIY setup. We design, build, and manage custom automations that handle follow-ups, reminders, notifications, reviews, and internal workflows automatically.
Works With All Your Tools
Your agents connect to every tool your team already uses — no context switching, no silos.
Frequently Asked Questions
Everything you need to know about the AdLynk CRM and how we build your custom automation system.
How is this different from HubSpot or Salesforce?
We don't hand you a blank template and say 'good luck.' We consult on your sales process, architect a custom pipeline around your exact workflows, and build the automations for you. You get a fully configured system — not DIY software.
How long does setup take?
Most implementations are complete within 2–3 weeks. We start with a discovery call to map your workflows, then build your custom pipelines, automations, and integrations. Your team is onboarded with full training and documentation.
Can you migrate my existing data?
Yes. We handle full data migration from spreadsheets, legacy CRMs, and other platforms. Your contacts, deals, notes, and history are imported cleanly — no data loss, no manual entry.
What tools does it integrate with?
AdLynk OS connects with 50+ tools including Google Workspace, Slack, QuickBooks, Calendly, Twilio, Zapier, and more. If you use it, we can likely integrate it — often without any extra cost.
Do I need technical skills to use it?
Not at all. The system is designed for service business owners and their teams. If you can use a phone and send a text, you can run the entire CRM. We provide training and ongoing support.
What's included in the monthly plan?
Your plan includes the custom CRM, all automations, integrations, mobile app access, team training, and ongoing support. We manage the system so you can focus on closing deals — not maintaining software.