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Meridian Canadian CRM software for service businesses

Canadian CRM software, from first contact to the invoice, with AI already in the work.

Meridian is Canadian CRM software for service businesses. It brings proposals, invoicing, and projects into one place, with an AI assistant on every screen and the Router API for bilingual AI. One platform, instead of five separate tools.

The app is live at meridian.signalorange.ca

Visit Meridian

The problem

Service firms bounce between a CRM, spreadsheets, project tools, invoicing, and time tracking. Details fall through the gaps, follow-ups get missed, and adding AI means yet another set of tools to wire together.

The answer

Meridian covers the whole cycle: CRM, proposals, invoicing, and projects. Five modules you can run on their own or together, one login, an AI assistant on every screen, the Router API included (and also sold on its own), and billing in Canadian dollars.

Features

From first contact to the invoice, in the same CRM

CRM and sales

A staged pipeline, AI lead scoring, a suggested next step, and a built-in booking calendar. The AI keeps the pipeline current.

Router AI included

The AI API that powers Meridian: an OpenAI drop-in, an anti-exfiltration Guard, 40+ models, and billing in Canadian dollars. Also sold on its own.

AI proposals

Proposals drafted with AI, reusable templates, online signature, and a one-click handoff to the invoice.

Invoicing that follows the work

Signed proposals become invoices. Online payment (Stripe, Interac), automatic reminders, and one view of the money.

Projects and delivery

Phases, milestones, time tracking, and Outlook sync. AI flags risk before it gets expensive.

A native AI assistant, plus Guard

An AI assistant on every screen from day one, with nothing to configure. Sensitive data (personal information, secrets, .env files) is filtered before it is sent to an external model.

A look

Meridian in pictures

Why it fits

Why Meridian

  • A full view of each client, from the lead to the payment
  • Five modules you can turn on separately — pay for what you use
  • An AI assistant on every screen, with no setup and no API keys to juggle
  • Hosted in Montreal, compliant with PIPEDA and Law 25
  • Billed in Canadian dollars, with no exchange-rate surprise
  • AI agents for the admin work (follow-ups, enrichment, meeting summaries)

Common questions

Answers from what the product actually does.

What does Meridian actually include?

Meridian is Canadian CRM software. It covers proposals, invoicing, and projects. Five modules can run on their own or together, with one login, an AI assistant on every screen, and the Router API included. Billing is in Canadian dollars.

Where is Meridian hosted, and which privacy laws apply?

Meridian is hosted in Montreal. It complies with PIPEDA and Quebec's Law 25.

Does the AI assistant send our data to external models?

An assistant is on every screen, with nothing to configure. Sensitive data (personal information, secrets, and .env files) is filtered before anything is sent to an external model.

Do we have to buy Router separately?

The Router API is built into Meridian. It is also sold on its own.

What currency is Meridian billed in?

Canadian dollars.

Ready to change how the work gets done?

See how Meridian fits what you need.

Visit Meridian