ClayGen Connect
Your Entire Operation.
One Platform. One Click.
Connect is the platform your business runs on, and the foundation we build your custom software on. We configure it for your industry, build what you need on top with Blue, then host, secure, and run it. Not off-the-shelf software you bend your business around. Not a six-month custom build.
Book a Discovery CallDesigned for the Way Your Team Works
Brian and David have spent 25+ years building business systems. The biggest lesson? Features do not matter if no one uses them. That is why every common action in Connect takes one click.
Not Generic Software
Off-the-shelf platforms force you to work the way the software wants. Connect adapts to how your business works.
Not a 6-Month Project
Custom builds take forever and the developer disappears. Connect is already built. We configure it for you in weeks, not months.
Custom Results. Platform Speed.
Proven building blocks, refined across industries, configured specifically for your business. The best of both worlds.
Capabilities
One Platform. Every Part of Your Operation.
Connect is built on flexible building blocks: contacts, accounts, pipelines, documents, scheduling, automations, and AI. We configure those blocks to fit your business.
Sales and Revenue
Track leads, manage deals, send quotes, close contracts, and see your pipeline in real time.
Customer Service
Resolve tickets, track SLAs, build a knowledge base, and give your clients their own portal.
Operations and Scheduling
Dispatch jobs, manage crews, plan routes, track equipment, and close out work orders.
HR and Workforce
Onboard employees, manage leave, track timesheets, run reviews, and stay compliant.
Field Operations
Mobile check-in, service requests, quality checks, property management, and maintenance workflows.
Marketing and Outreach
Run campaigns, segment audiences, track engagement, and automate follow-ups.
Reporting and Dashboards
Custom dashboards for every role on your team. Scheduled reports delivered automatically.
Built-In AI
Intelligence that learns how your business works and helps your team make better decisions, faster.
IT and Security Dashboard
See your devices, security posture, tickets, and Microsoft 365 health in real time. Full visibility into your IT.
This isn't a list of separate products. It's one platform. Your team logs in once and everything is there. Every screen designed so your team can get things done in one click.
See It Live
Real Software, Running on Connect
These are real, working apps our BluePrint AI built on the Connect platform, each from a single sentence. Click into any of them and use the actual app, right here in your browser.
LegalCRM
Run matters end to end: clients, deadlines, time tracking, billing, and a compliant trust ledger, in one place built for how a law firm actually works.
- Matters & clients
- Trust ledger & invoices
- Deadlines & calendar
- Time entries & billing
- Document templates
A real, working prototype Blue built for a legal business. The version we deploy runs on ClayGen Connect with your data, your security, and your integrations.
ConstructionOS
Manage projects from the field to the office: daily logs, RFIs, submittals, change orders, punch lists, and inspections, on one platform built for builders.
- Projects & schedule
- Daily field logs
- RFIs & submittals
- Change orders
- Punch list & inspections
A real, working prototype Blue built for a construction business. The version we deploy runs on ClayGen Connect with your data, your security, and your integrations.
AccountFlow CRM
Stay on top of every filing: client and corporate records, engagements, tax deadlines and renewals, and billing, built for an accounting or tax practice.
- Clients & corporations
- Engagements & pipeline
- Tax deadlines & renewals
- Documents & notes
- Billing & invoices
A real, working prototype Blue built for a accounting business. The version we deploy runs on ClayGen Connect with your data, your security, and your integrations.
ManufactureCRM
Run the whole pipeline from lead to cash: opportunities, quotes, orders, and invoices, alongside a live production floor view, built for manufacturers.
- Leads & opportunities
- Quotes & RFQs
- Orders & invoices
- Production floor
- Accounts & contacts
A real, working prototype Blue built for a manufacturing business. The version we deploy runs on ClayGen Connect with your data, your security, and your integrations.
Configured for Your Business. Not a Template.
The platform is already built. Refined across industries, backed by 25+ years of combined founder experience in business systems. When you come to us, we configure it for how your business works.
Your Industry. Your Language.
A landscaping company doesn't call them "accounts." They call them properties. A law firm doesn't have "tickets." They have matters. An inspection company doesn't have "deals." They have bookings. Connect speaks your language, not ours.
Your Processes. Your Automations.
We map your workflows, build your automations, and configure dashboards that show your team exactly what they need. The way you handle a service request, close a deal, or onboard a client is unique to your business. Connect reflects that.
An Ongoing Partnership. Not a Handoff.
We don't build and walk away. We work alongside your team continuously. As your business evolves, your platform evolves with it. New processes, new automations, new dashboards. We are invested in improving your business because that's what drives us.
The Ecosystem
You're Not Just Getting Software.
You're Joining a Platform.
Every business on Connect makes the platform stronger. That means you benefit from improvements driven by businesses across Canada, not just your own.
Continuous Improvement
When we build a better dashboard for one client, every client gets it. When we fix something at 2am, it's fixed for everyone by morning.
Smarter AI
The more businesses use Connect, the more context our AI has. Patterns from one industry inform insights across others. Everyone benefits.
Enterprise Grade, SMB Price
Because the platform serves businesses across Canada, you get capabilities that would cost six figures to build from scratch. At a fraction of the cost.
Managed AI, Delivered
The Platform Your Operations and Your AI Run On
Connect is more than where your business runs. It is where we build AI into your operations, fitted to how you work, then monitor and secure it for you. Built in, not bolted on.
Built In, Not Bolted On
The AI lives inside the platform your team already works in and inside custom apps shaped to your workflows. It is part of the work, not a separate tool your team has to remember to open.
Custom Software, Built Fast
Because Connect is already built, we fit custom AI and automation to your specific business in weeks, not a multi-year project. Software shaped to how you actually operate, at a pace that makes sense for an SMB.
Monitored and Secured
We watch cost, usage, and quality, keep the AI governed and your data out of public models, and align it with PIPEDA and PHIPA. The managed-services discipline, applied to AI.
From First Call to Fully Running
Discovery Call
We learn about your business: how your team works, what tools you use today, and where things break down. No pressure, no obligation.
Platform Configuration
We configure Connect for your industry, your terminology, and your workflows. We import your data, build your automations, and set up dashboards for every role on your team.
Training and Launch
We train your team on the platform. Because everything is designed for simplicity, adoption happens fast. Most teams are comfortable within the first week.
Ongoing Partnership
This is where the real value starts. We work alongside your team continuously. As your business grows and your processes evolve, your platform evolves with it. We are always looking for ways to make your business run better.
Every Business Is Different.
Let's Figure Out Yours.
Book a free discovery call. We'll learn about your business, show you what Connect looks like for your industry, and put together a plan that fits. No pressure. No obligation.
Book a Discovery Call