The free CRM that connects to your Claude or ChatGPT
Clients, quotes, invoices with your provincial taxes, calendar, expenses and email. No fees and no limits. Connect Claude or ChatGPT through MCP: you talk to them, they create your documents and your automations in Tabiz.
- NO CREDIT CARD
- MCP CONNECTION FREE AND UNLIMITED
- DATA HOSTED IN CANADA
FOR SELF-EMPLOYED WORKERS AND SMALL BUSINESSES · PLUMBING · ELECTRICAL · RENOVATION · LANDSCAPING · CONSULTING
A preview of the Tabiz dashboard: the list of modules on the left, this month's figures, and a notice saying Claude has just created an automation.
Twelve modules. None of them is paid.
Replaces the client spreadsheet, the invoicing software, the calendar and the shoebox of receipts. There is no “Pro” tier.
A five-stage board, from “new” to “won”. Follow-ups with dates.
Client records. CASL consent on file, person by person.
Quotes, contracts and invoices with your taxes. The client accepts through a link.
Your email lands here and creates the client record if there isn't one.
The replies to your forms, handled one at a time.
Appointments, tasks, and a reminder to the client before the appointment.
A photo of the receipt. GST and QST paid, ready for your remittances.
A project groups its documents and its expenses.
A public form with its link. Every reply becomes a request.
Your own tables, with your own columns.
Rules: when this happens, do that. Written by you or by Claude.
Invite colleagues. Each one has permissions, module by module.
| QTY | DESCRIPTION | PRICE | TOTAL |
|---|---|---|---|
| 3 | Labour | $95.00 | $285.00 |
| 1 | Materials | $850.00 | $850.00 |
- Subtotal
- $1,135.00
- HST 13%
- $147.55
- Total
- $1,282.55
Connect Claude or ChatGPT. They create your documents and your automations.
One MCP connection, free and unlimited. You talk, they prepare, you confirm. Nothing goes to the client without your approval.
Copy your key from Connectors.
Paste it into Claude or ChatGPT.
Say: “When an email arrives from a new client, create the lead.” The rule is ready, you confirm.
Make a quote for Marc Tremblay: 3 hours at $95 and $850 of materials.
CLAUDE AND CHATGPT VIA MCP: $0, NO LIMIT · THE BUILT-IN ASSISTANT USES CREDITS
Your email comes in on its own. Your rules do the rest.
Forward your Gmail or your Outlook to your Tabiz address. Two minutes. Every email creates or updates the client record.
For example: when an email arrives, create the lead and prepare a draft reply. You write the rule, or Claude writes it for you.
Quote accepted, invoice paid, appointment created: every event goes out through a signed webhook. Email can go through your n8n too, and then it doesn't count toward your quota.
100 EMAILS PER MONTH INCLUDED · SENT AND RECEIVED COMBINED
The software is free. You only pay for what runs on our servers.
No trial, no limited version, no per-user fee.
- All twelve modules
- Unlimited clients and documents
- Unlimited team
- 100 emails per month
- Claude and ChatGPT via MCP, no limit
- Data in Canada
- 10,000 emails per month
- Sent and received combined
- Cancel any month
- Not needed if your email goes through your n8n
- No expiry
- One action: one dictated quote, one drafted email, one receipt read
- For the built-in assistant. Claude and ChatGPT use none
- Your automations, set up in your n8n
- Your own email domain
- A fixed price, in writing, before we start
- Dictating a quote or a contract to the built-in assistant
- A rule that drafts a reply
- Reading a photographed receipt
- Asking the built-in assistant to write a rule
- Creating a document by hand
- Creating a document or a rule through Claude or ChatGPT
- Sending an email: it counts toward the quota, not in credits
- A rule that creates a lead or tags a contact
PRICES IN CANADIAN DOLLARS · TAXES EXTRA
Four things you can verify.
Hosted in Montréal, region ca‑central‑1. It does not leave Canada.
GST, QST and HST by province. The rate applied stays printed on the invoice.
Consent on file per client. Every commercial email says how to opt out: the client replies STOP.
You get a link by email. There is nothing to remember and nothing to leak.