A smoother way to turn enquiries into customers.
CDT ClientConnect CRM gives Canadian small businesses one practical place to capture leads, follow up on time, book appointments and understand what is working. It is part of CDT Growth, built by Canadian Development Technology.
What is CDT ClientConnect CRM?
CDT ClientConnect CRM is a customer relationship management system from Canadian Development Technology in London, Ontario. It helps Canadian small and medium businesses organize contacts and leads, manage pipelines, assign tasks, book appointments, automate follow-up and review website, conversion and ROI reporting in one connected system.
One place for every lead, customer and follow-up
Stop chasing enquiries across inboxes, spreadsheets and sticky notes.
Contacts and leads
Keep every contact, lead and customer record organized in one searchable place, with the source and next step visible to your team.
Sales pipelines
See where each opportunity stands and what needs to happen next.
Tasks
Assign follow-ups to your team so no lead goes quiet.
Appointments
Schedule consultations, site visits and calls, and keep your calendar in view.
Connected forms
Send website form enquiries straight into your CRM as new leads. See our WordPress website design.
Groups and email campaigns
Organize contacts into groups and send email campaigns to the right people.
Automation
Trigger actions when a new lead arrives, such as assigning a task or sending an email or SMS.
Reporting
Review leads, pipeline, conversion and ROI, tasks, appointments, team activity and website analytics.
Assessments
Use assessments and segmentation to learn more about your leads. Included in the Growth Complete plan.
From website visitor to booked appointment
A simple path your whole team can follow.
- CaptureA visitor finds you through SEO and local SEO and fills out a form on your site. The enquiry lands in your CRM.
- OrganizeThe lead enters your pipeline with the contact details and source, ready for your team.
- Follow upTasks, appointments and automation help you respond quickly and stay consistent.
- ReviewReports show leads, pipeline, conversion and ROI so you know what is working.
Respond to new leads without the manual work
When a new lead is received, ClientConnect can take the next step for you. Automation can assign a task to a team member, send an email or SMS, so every enquiry receives a prompt, consistent response.
- Assign a follow-up task to the right person
- Send a welcome or confirmation email
- Send an SMS after a new lead is received
- Keep appointments and follow-ups visible on one calendar
Want advanced automation and communication workflows? See the CDT Growth plans.
See more than traffic. Know your next step.
Review website analytics alongside what happens after an enquiry arrives, from first lead to revenue. Learn about CDT Growth reporting.
Websites and marketing that feed your CRM
CDT is a web design, SEO and digital marketing agency first. ClientConnect is the system that helps your team act on the enquiries our work brings in.
Sites built to capture leads
SEO and local SEO
Campaigns that bring in enquiries
Send ad leads into your pipeline so you can see which campaigns create qualified enquiries and customers.
Stay in front of customers
Your CRM + TELUS Business Connect: One Connected Customer Communication Solution
Through our relationship with TELUS Business Mobility, CDT helps Canadian businesses create a more connected foundation for communication, customer service and growth.
CDT CRM now supports TELUS Business Connect, a business phone system that helps businesses connect their customer communications with their existing CRM.
Eligible TELUS-related communication workflows and AI receptionist capabilities are available from the Growth Connect plan. Read more about CRM and TELUS Business Connect.
Clear responsibilities
CDT is responsible for the CRM platform, CRM functionality and CRM-related support. CDT works directly with a TELUS Business Account Manager to help businesses explore and implement this solution.
TELUS is responsible for the Business Connect phone system, TELUS services, TELUS billing and TELUS-related support. The TELUS consultation, pricing, demonstration and order process are handled separately by TELUS, apart from your CDT CRM agreement and billing.
Which CDT Growth plans include ClientConnect CRM?
Every CDT website plan includes a new, mobile-responsive website with up to 10 core pages. ClientConnect CRM is included from Growth Foundation and up. Businesses keeping an existing website can choose CDT Growth Software Only.
Website foundation
A professional, mobile-responsive website with reliable care.
- Up to 10 core website pages
- Hosting, SSL, backups and security
- Contact forms and basic lead capture
- ClientConnect CRM not included
CRM and core tools
The website foundation plus the tools to manage new enquiries.
- ClientConnect CRM and pipeline
- Connected forms, tasks and appointments
- Automation and reporting
- QuoteCraft and InvoicePilot
Communicate and automate
Bring together customer communication, operations and follow-up.
- Everything in Growth Foundation
- ExpenseTracker and profitability reporting
- Eligible TELUS communication workflows
- AI receptionist capabilities and advanced automation
Expand your system
A broader system for nurturing audiences and improving visibility.
- Everything in Growth Connect
- Assessments and segmentation
- CDT SocialHive scheduling and analytics
- Local SEO tools coming soon
Keeping your current website? CDT Growth Software Only connects ClientConnect and the CDT Growth tools to an existing website, so you do not need to rebuild your site to improve lead handling and operations. It excludes a new CDT website, managed hosting, design changes, website maintenance and ongoing SEO. Website integration and onboarding may require a separate fee. Ask about Software Only.
Connect your CRM to quotes, invoices and expenses
ClientConnect is the starting point. The rest of CDT Growth helps you follow the work from enquiry to payment.
QuoteCraft
Create quotations, proposals and service agreements and convert accepted quotes to invoices.
InvoicePilot
Send invoices with payment links, issue receipts and work orders, and follow up on payments.
ExpenseTracker
Track expenses by category, project, client and supplier, and export to Excel, PDF or CSV.
CDT SocialHive
Plan, schedule and review social media activity from one dashboard.
A CRM for local service businesses and growing teams
If you win work through enquiries, quotes and follow-up, ClientConnect fits. Pair it with a website built for your industry.
Local to London, Ontario. Working across Canada.
CRM, web design and SEO in your city
CDT is based in London, Ontario, and helps local businesses get found and follow up. See our London website design and London digital marketing pages.
Province-wide support
We work with Ontario businesses on SEO, PPC, social media marketing and CDT Growth setup.
Tools for Canadian businesses
ClientConnect CRM is designed for the way Canadian small and medium businesses work. Learn more about CDT or contact us.
ClientConnect CRM: frequently asked questions
What is a CRM for a small business?
A CRM (customer relationship management system) is software that keeps your contacts, leads, tasks and appointments in one place so nothing falls through the cracks. CDT ClientConnect CRM is built for Canadian small and medium businesses and works alongside your website and marketing.
Does CDT offer CRM software in London, Ontario?
Yes. CDT is based in London, Ontario, and provides ClientConnect CRM to businesses across Ontario and Canada, along with web design, SEO and digital marketing.
What can ClientConnect CRM help my team manage?
ClientConnect helps teams manage contacts, leads, pipelines, tasks, appointments, forms, groups, email campaigns and reporting, with assessments available in the Growth Complete plan.
Can ClientConnect connect to my website forms?
Yes. ClientConnect includes forms that connect to your website so new enquiries can be captured as leads in your pipeline. CDT can build or update your website to support this, or discuss integration with your existing site.
Is a website included with CDT Growth?
Yes. CDT website plans include a new, mobile-responsive website with up to 10 core pages. Growth Foundation, Growth Connect and Growth Complete build on that website foundation with ClientConnect CRM and additional CDT Growth tools.
Can ClientConnect automate follow-up?
Yes. Automation can take actions such as assigning a task, or sending an email or SMS, after a new lead is received.
Can I use ClientConnect CRM if I already have a website?
Yes. CDT Growth Software Only is available for businesses keeping their existing website. It connects ClientConnect and CDT Growth tools to your current site, without requiring a new website. It does not include managed hosting, web design changes, website maintenance or ongoing SEO, and website integration and onboarding may require a separate fee.
How does CDT CRM work with TELUS Business Connect?
CDT CRM now supports TELUS Business Connect, a business phone system that helps businesses connect their customer communications with their existing CRM. CDT is responsible for the CRM platform, CRM functionality and CRM-related support. TELUS is responsible for the Business Connect phone system, TELUS services, billing and TELUS-related support. CDT works directly with a TELUS Business Account Manager to help businesses explore and implement this solution.
Which CDT Growth plans include ClientConnect CRM?
ClientConnect CRM is included in Growth Foundation, Growth Connect and Growth Complete. Website Care includes website contact forms and basic lead capture but not the CRM. Compare the CDT Growth plans.
How much does ClientConnect CRM cost?
ClientConnect CRM is part of CDT Growth plans, starting with Growth Foundation. Pricing depends on the plan you choose and your website and onboarding needs, so the best way to get an accurate quote is to book a free consultation.
What reports can I see in ClientConnect CRM?
Reporting includes overview, leads, pipeline, conversion and ROI, tasks, appointments, team activity, email activity, revenue by product and website analytics.
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Capture every enquiry. Follow up on every lead.
Talk to CDT about ClientConnect CRM, web design, SEO, local SEO and the CDT Growth tools that help you follow up, quote, invoice and report with more confidence.