Website + client records

Run your business on the record.

SATOSure gives small businesses a professional website and a client CRM built around one habit: nothing about a client ever goes missing. Built first for businesses that can't afford a gap in their files, like licensed immigration consultants, and just as much at home with any business that wants the same discipline.

Currently onboarding a small founding group of businesses.

FILE NO. 0142 On file · Up to date
M
Meridian Consulting
Client since Mar 2026
Documents on file14
Last contact2 days ago
Next follow-upFri, Aug 1
Every update is time-stamped and kept for as long as you need it.

BUILT FOR BUSINESSES THAT KEEP CAREFUL RECORDS

Client files Document vault Activity log Canadian hosting
What's included

A website and a back office, from the same file.

Most small businesses run their website, their client list, and their paperwork in three different places. SATOSure keeps them as one record, so nothing gets copied, forgotten, or lost between tools.

Public website

A clean, professional site with your services, your booking or contact form, and your own domain — no separate website vendor to manage.

Client records

Every client in one place — contact details, notes, files, and a timeline of everything that's happened with them.

Document vault

Upload, tag, and retain client documents securely, with a record of who touched what and when.

Client portal

Give a client a private link to check status or drop off a document, without another login for them to manage.

Follow-up reminders

Set a follow-up date and it surfaces itself when it's due. No client quietly falls off your list.

Activity log

Every view, edit, and export is logged automatically — useful the day someone asks you to prove what happened.

Who it's for

Built broad. Sharpened for businesses on the record.

Any small business can run its website and client list through SATOSure. It was designed first around the businesses with the least room for a missing file.

Use case

Bookkeepers & accountants

Keep client records, engagement letters, and correspondence organized through every filing season.

Use case

Independent clinics

A booking-friendly site paired with a private record for every patient or client relationship.

Use case

Consultants & agencies

One place for the pitch, the project files, and the follow-up — instead of three separate tools.

Get set up

Live in an afternoon, not a quarter.

1

Set up your page

Add your services, your logo, and your booking or contact details. Your site is live on your own domain.

2

Bring in your clients

Import an existing list or add clients as they come in through the site.

3

Let the record build itself

Every message, document, and follow-up files itself against the right client, automatically.

"Every early conversation lands on the same thing: business owners don't want another app. They want fewer places to lose track of a client."

— Note from the SATOSure founder

See it against your own client list.

Book a walkthrough and bring a few real client files — we'll show you exactly how they'd look inside SATOSure.

Book a demo