The free CRM that connects to your Claude or ChatGPT
Quotes, invoices, calendar, email: no limits. Claude or ChatGPT creates your documents and your automations.
- NO CREDIT CARD · NO LIMIT ON CLIENTS OR DOCUMENTS
- GST, QST AND HST BY PROVINCE
- DATA HOSTED IN CANADA
FOR SELF-EMPLOYED WORKERS AND SMALL BUSINESSES · PLUMBING · ELECTRICAL · RENOVATION · LANDSCAPING · CONSULTING
A three-part demonstration. Someone writes to Claude: “Make a quote for Marc Tremblay: bathroom 8 × 10 ft, 14 hours, materials from my price list.” Tabiz finds the client, reads the price list and prepares the quote. It appears with its lines, the tax, the total, and a Confirm button.
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: a price list, an inventory. Claude reads them.
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 |
|---|---|---|---|
| 14 | Labour | $95.00 | $1,330.00 |
| 80 | Ceramic tile 12 × 24 | $4.80 | $384.00 |
| 1 | Vanity 32 in | $640.00 | $640.00 |
| 1 | Toilet | $389.00 | $389.00 |
| 1 | Faucets | $265.00 | $265.00 |
| 1 | Accessories | $462.00 | $462.00 |
- Subtotal
- $3,470.00
- HST 13%
- $451.10
- Total
- $3,921.10
Connect Claude or ChatGPT. They create your documents and your automations.
One address to paste, one Authorize button. Then you talk and they work inside Tabiz. Nothing goes to the client without your approval.
Copy the MCP address from Connectors.
Paste it into Claude or ChatGPT, under Connectors.
Click Authorize. You're connected.
A demonstration of the connection. In Claude or ChatGPT, under Connectors, you paste the address of Tabiz's MCP server and click Add. Tabiz asks for authorization: “Claude wants to access your CRM”. You click Authorize. Tabiz shows as connected and you can type: “What do I have this week?”
MCP CONNECTION FREE AND UNLIMITED · THE BUILT-IN ASSISTANT USES CREDITS
Your automations, your other apps, and someone to help.
Tell it: “When an invoice is paid, tag the client.” It creates the rule, you confirm. Every rule can be seen, paused and deleted under Automations.
In Claude, Tabiz and QuickBooks are two connectors in the same conversation. Say: “Put yesterday's paid invoices into QuickBooks.” On request, or scheduled. With nobody at the screen, it's your n8n: every event reaches it through a signed webhook, and n8n talks to QuickBooks (Intuit), Google Sheets, Slack and hundreds more.
In real time: quote accepted, invoice paid, appointment created, email received. On a date: client reminders and tasks, in the calendar. On a schedule: a scheduled task in Claude, or your n8n's time trigger.
We set it up remotely. We build the first automation with you. After that, we stay reachable by email. Fixed price, in writing before we start.
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
- Email through your own n8n
- 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.