Everything a client-facing business needs, on one file.
SATOSure isn't a website builder with a CRM bolted on. The two are the same record — a client's page visit, message, document, and note all land in the same place, time-stamped, from day one.
A professional site, live on your own domain.
Set up your services, hours, and a booking or contact form in an afternoon. No page builder to fight with, no plugins to keep updated, and no separate vendor invoice every month for "just the website."
Your own domain
Point your existing domain at SATOSure, or start with one we provide.
Built-in contact & booking forms
Every submission becomes a client record automatically — nothing to copy over by hand.
Bilingual-ready
Serve an English and French version of your site from the same page, when you need it.
A filing cabinet that never misplaces a folder.
Every client gets one record: contact details, notes, documents, and a timeline of every interaction — searchable, and never duplicated across spreadsheets or your inbox.
Full client timeline
Notes, emails, status changes, and file uploads, all in one running record per client.
Custom fields
Track what actually matters for your kind of work, without paying for fields you'll never use.
Follow-up reminders
A due follow-up surfaces itself on your dashboard — you don't have to remember to check.
Team access
Add staff with the right level of access — from view-only to full edit — as your team grows.
Search across everything
Find a client by name, email, phone, or a word from a note — not just an exact match.
Export when you need to
Pull a client's full record as a clean export, for a report, a handoff, or your own backup.
Compliance-minded by default, not bolted on later.
Built first for businesses where a missing file is a real problem, so the record-keeping isn't an add-on — it's the foundation everyone else gets too.
Document vault with retention control
Store client documents securely and set how long they're kept — useful for any business that answers to a retention rule, and simple record-keeping for any business that doesn't.
Automatic activity log
Every view, edit, and export on a client record is logged with who and when — no manual note-keeping required.
Canadian hosting
Client data is hosted in Canada, which matters if you serve clients who ask where their information lives.
Role-based access
Give staff exactly the access they need on a client file — no more, no less.
Ready to see it against your own client list?
Bring a few real client files to the walkthrough — we'll show you exactly how they'd look inside SATOSure.