CRPstream gives businesses and nonprofits customized data tools that used to cost a fortune — powered by AI, built around you, owned by you.
The CRP Methodology
Every business — regardless of size or industry — runs on the same fundamental cycle. Information comes in. Someone has to look at it. Something has to happen with it. That's it. That's every operation you run.
Invoices from suppliers, service requests from clients, field data from employees, contact forms from your website, applications from the public — it's all data coming in, and it all needs to be captured, reviewed, and processed.
The problem? Most businesses handle this with a patchwork of email, spreadsheets, sticky notes, and manual entry into disconnected systems. Data gets lost. Things fall through the cracks. Your team spends more time managing information than acting on it.
CRPstream applies this simple, universal framework — Capture, Review, Process — and builds it into customized software that fits your exact workflow. We start with a proven base system and customize it to how you actually operate — using existing tools where they fit, and having AI write the custom features where they don't.
How It Works
Data enters your organization constantly — supplier invoices, client requests, employee reports, contact forms, field notes. CRPstream captures it at the source, structured and ready, so nothing gets lost in an inbox or buried in a spreadsheet.
Not everything that comes in is ready to act on. Does the request need a response? Do you need clarification before moving forward? Does it need to be forwarded to someone else for their input before coming back to you? Review is where your team makes informed decisions — with all the data in one place.
Once reviewed, data needs to go somewhere. Move a qualified lead into your CRM — not before it's qualified, so you're not cluttering your system with dead ends. Push approved invoices into your accounting software. Route a service call to a technician and link it all back together. Send a text confirmation. Fire off an email. Generate an invoice. Process is where data becomes action.
It Starts With Capture
Every CRP starts with a custom capture system — the point where data first enters your world. This isn't a generic form. It's built with logic: the right fields, the right validation, the right routing so that when someone submits information, it lands in your database exactly where it needs to be, structured exactly how you need it.
A service request comes in? The capture system can ask the right qualifying questions, categorize the request, and populate your database with clean, actionable data before anyone on your team even touches it. Supplier sends you invoices as data files? A custom import script captures that data directly into your CRP — you review it, approve it, and it posts straight to your accounting system. For businesses processing high volumes of invoices, that's a massive time-saver that pays for itself immediately.
And here's the best part: you choose who builds it. If your capture needs are straightforward, you can build and customize it yourself — add fields, adjust logic, change the flow. If it's more complex, we build it for you and hand it off so you own it going forward. Either way, you get a capture system that works the way your business works, not the other way around.
Built Into Every CRP
Your CRP isn't just a data tool — it's an operations hub. Send emails directly from your CRP. Text clients with your own corporate SMS number. Generate invoices or feed data to your accounting system. Connect to your CRM so that when a lead is qualified in your CRP, it flows directly into your customer database. Everything lives in your server space, everything connects, and you work in one environment instead of ten.
Smart, Not Expensive
Instead of spending thousands on platforms like Salesforce that charge you per user, per month, forever — we deploy industry-leading open source software that is just as feature-rich. You pay nothing for the software itself. It's yours. Always.
AI keeps it up to date. AI customizes it to your needs. And because it all lives in your private server space, your CRM sits right alongside your CRP — connected, talking to each other, sharing data seamlessly. That's the power of one environment: everything works together because it was built to.
Here's what our clients consistently discover: they have too many layers. Too many subscriptions, too many disconnected tools, too many manual steps between systems. When we set up a CRP environment, businesses are always amazed at how much they can streamline — because one well-configured system can replace three, four, even five separate pieces of software they were paying for individually.
Your Environment
This is not a shared platform. You get your own server space, your own databases, your own secure environment on the web. Not shared with anyone.
You are never locked in. Your data can be exported and migrated wherever you need it. Create as many databases as you want — they belong to you.
Run a CRP for client requests and another for employee field data. Same dashboard, separate or linked databases — configured to how you actually work.
Need logins? Don't need logins? Our smart identity system recognizes returning users, matches domains, and handles team changes gracefully — your choice.
We start with a proven base system and customize it to you — using established tools where they fit, and AI-written features where they don't. Fast, affordable, tailored.
Add more CRPs, more databases, more capabilities — all in the same server space. Your environment expands as your business does.
How We Work With You
CRPstream sets up relatively on its own — some installations are more complex than others, but the system fits everybody. Our job is to make sure you're successful, and then get out of your way.
We start by understanding your operations — what data comes in, where it goes, what's working, and what isn't. We help you see the opportunities to streamline, eliminate unnecessary software and steps, and build a system that actually fits how you work.
We help you set up your CRP environment, connect it to your existing systems, deploy your CRM, and configure everything to your workflow. If anything is too complex, we build it for you and hand it off so you can customize the look, feel, and fields yourself.
Want to add a field to your CRP? You can do that. Adjust your database? You can do that. You don't need us for the day-to-day. The system is designed for you to own and operate independently.
When it gets complicated or you get stuck, we're here — consultants and software engineers at your disposal, at a very reasonable rate. We make sure your system works, goes where you need it to go, how you need it to go, without the headaches.
Built For Everyone
CRPstream is built for small and mid-sized businesses, nonprofits, and large organizations across Canada and the United States. If your team captures incoming data from clients, vendors, employees, or the public — and you need it to flow smoothly through your operations — this is a truly unique product on the marketplace, and we built it for you.
Tell us what you're working with — we'll show you how CRP can streamline it.