Designed, hosted and supported in Quebec
Built by OKTO SolutionsThe ERP and CRM from Quebec. Projects, clients, invoices, powered by AI.
OKTO PSA brings your operations and your client relationships into one piece of software: projects, requests and work orders, time, quotes, invoices with GST and QST, CRM and HR. OKTHAV, the built-in AI assistant, works from your real data and prepares the work for you. For service businesses here, from IT to construction, hosted in Quebec. From 300 $ per month for the whole company, in Canadian dollars.
For every service and trades SMB in Quebec, from construction to IT: one piece of software for your projects, your clients and your invoicing.
We look at your own cases and tell you straight whether the product does the job.A price per tier, not per seat.
Sectors
One software, the words of your trade
OKTO PSA serves every service business in Quebec. You start from a page built for your trade, and the rest follows: projects, time, quotes and invoices with GST and QST.
Our own case study
OKTO PSA runs OKTO Solutions day to day. These numbers are ours. OKTO Solutions runs its entire shop on OKTO PSA. These are not demo figures: this is our instance, as it runs today on version 2.50, and the same modules serve construction businesses too. Each number comes with what we think it could carry, an engineering estimate, not a measurement.
187
clients managed in our own instance
2 459
requests and tickets handled
482
data models
2 167
automated test files
76
distinct permissions
Think you would go past these numbers? It is doable: we book a call with a specialist to see how.Book a call
Requests, deadlines and SLAs
The clock counts hours the way you bill them
A four-hour SLA signed on a Friday at 4 p.m. does not expire that Friday at 8 p.m., and a job-site deadline does not fall during the construction holiday. The OKTO PSA counter follows each client's real business calendar, stops when the ball is in the client's court, and starts again when it comes back to yours.
- Business hour calendars per client
- First response and resolution tracked separately
- Automatic pause while waiting on the client
- Eastern Time and Quebec statutory holidays
The client's business hours
Mon-Fri, 8 a.m. to 5 p.m. · Eastern Time · Quebec statutory holidays
The clock stopped for 4 h 12 while waiting on the client's answer.
Quotes, invoices and taxes
GST and QST are calculated by the product, not by you
Quebec taxes are calculated line by line, with your tax numbers and per-client exemptions. The quote goes out with a link the client opens without creating an account. They accept it, and it becomes an order, then an invoice.
- GST and QST calculated line by line
- Quote sent by link, accepted online
- Recurring billing for your contracts and monthly plans
- Stripe for collection, QuickBooks reconciliation
Modernising the email system
For Coop Verchères · Valid until September 30
| Description | Qty | Amount |
|---|---|---|
| Migrating email to Microsoft 365 | 1 | 2,450.00 $ |
| Workstation, configuration and deployment | 6 | 1,110.00 $ |
| Block of support hours | 10 | 1,250.00 $ |
- Subtotal
- 4,810.00 $
- GST (5 %)
- 240,50 $
- QST (9.975 %)
- 479,80 $
- Total
- 5,530.30 $ CAD
CRM and contracts
One client, its sites or job sites, its contacts and its contracts
Your client is not a line in an address book: it is a company, with offices or job sites, contacts at each location, equipment to track and a contract running. Whether you manage a computer fleet or construction projects, the OKTO PSA data model is built on that, not adapted to it afterwards.
- Client → site or job site → contact hierarchy
- Contracts and prepaid blocks of hours that draw themselves down
- Assets and equipment attached to the right site
- Opportunities and pipeline for the next contracts and projects
Groupe Bélanger
Client since March 2021 · Full management contract
Nicolet office
6 contacts · 24 assets
Bécancour warehouse
3 contacts · 11 assets
27.5 h used · last entry yesterday, 3:40 p.m.
Client portal
Your clients serve themselves, and stop calling you for it
Opening a request, following its progress or the job site's, signing a quote or a work order, paying an invoice, checking the prepaid block balance, booking a visit: your client does all of it alone, in a portal in French, signed in with their Microsoft or Google account.
- Single sign-on with Microsoft Entra ID and Google
- Invoice payment through Stripe
- Quotes and work orders to sign online
- Job-site progress and prepaid hours always visible
My tickets
4
2 in progress, 2 waiting
Invoices to pay
1
1,248.36 $ · pay through Stripe
Prepaid hours
12,5 h
out of a 40 h block
Next appointment
Thursday
9 a.m., on-site visit
Your feedback
A bug, an idea? Say it from inside your software
Each of your users can report a bug or ask for an improvement right from their OKTO PSA, in two clicks, with a screenshot. It lands directly with the team that builds the product, not in a support queue, and you see what happens next.
- Bug, improvement, request or architecture, in one click
- Screenshot attached, pasted or picked from a folder
- Straight to the team that builds OKTO PSA
- You follow it through: taken on, then delivered in an update
Team chat
Talk about the job right where the job lives
Your team writes one-to-one or in groups, without leaving OKTO PSA. Each project gets its own group with its team, opened from the project record. Files, records and voice messages stay with the work, and every conversation is encrypted.
- One-to-one from “Online”, or in named groups
- One group per project, opened from the project record
- PDFs, photos, plans and CSVs, visible to members only
- Clickable links and linked records: ticket, project, quote, invoice, client, work order
- Voice messages, emojis and GIFs
- Every message and file encrypted with a key unique to your instance
The catalogue
38 modules shipped. Not 20 promises.
Everything that follows runs today, in production, at our place. What has not shipped yet is listed further down, with its status. We do not sell anything that does not exist.
Requests, tickets and work orders
Queues by team, priorities, statuses, assignment, time entered directly on the request, complete timestamped history.
Native GST and QST
Calculated line by line, with your tax numbers and per-client exemptions. No workarounds.
- Subtotal
- 4 810,00 $
- GST (5 %)
- 240,50 $
- QST (9.975 %)
- 479,80 $
- Total
- 5,530.30 $ CAD
Roles and permissions
76
distinct permissions. The intern does not see the margin, the accountant does not reassign the work.
Who's online
See who on the team is online right now, get a heads-up when a colleague signs in and nudge them in one click. Message them in encrypted chat, one-to-one or in groups, or mention them with @ in a note.
Encrypted team chat
One-to-one or in groups, with one group per project. Attachments, linked records as clickable cards, voice messages, emojis and GIFs. Every message and file is encrypted with a key unique to your instance.
Contracts and prepaid time
Blocks of hours draw down as time is entered.
Client portal
Requests, quotes and work orders to sign, invoices, Stripe payment, appointments, sign-in with Entra ID or Google.
Projects, job sites and milestones
The engagements and job sites that outlast a request: phases, milestones, time attached and billing at the milestone.
Timesheets
Time is entered on the request, the work order or the project. The sheet fills itself in, billable or not.
Online signature
Quotes, work orders and contracts signed through a link or on screen, on site, with OKTO Sign.
Assets and equipment
The workstations, servers, installations or equipment you track at the client, attached to the right site and linked to the requests.
What has not shipped yet, we would rather tell you right away
Reports, custom fields, multi-currency and a mobile app are in draft: do not build your rollout on them. There is no knowledge base yet, no SAML sign-in and no outgoing webhooks. That is why the migration is done by us, at a fixed fee.
See the full catalogue, module by moduleYour industry
IT services, construction and other services
The same engine serves IT service providers, construction contractors and other service businesses. One setting adapts the vocabulary to your trade: work order instead of ticket, installation instead of asset.
OKTHAV
An assistant that answers in plain language, with real numbers computed from your own data.
Learn more about OKTHAVConstruction
Work order instead of ticket, change orders, purchasing, inventory, job-site HR.
Learn more about the Construction moduleYour trade?
Dealerships, manufacturing, professional services: we build it on request.
See other industriesLaw 25, Law 96
Hosted in Quebec. In a database dedicated to your company.
Every client has its own database. Not a schema inside a shared database, not a "tenant_id" column: a database of its own. No malformed query, no forgotten filter and no misconfigured access can leak your records to the neighbour, because they are not in the same container.
For a Law 25 compliance exercise, that is the difference between a technical explanation and a structural guarantee. And for Law 96, the interface is in French by default, not translated after the fact, not as an option.
The usual model
A shared database
Your records sit next to everyone else's. The separation depends on the code.
At OKTO
One database per client
Separate containers. The separation does not depend on the code.
Dedicated container
Your instance and your database run in their own container, on a shared host in Quebec. That is the default mode.
Dedicated virtual machine
Your instance alone on its own VM. For clients whose internal policy requires it.
Your data stays exportable
A full export of your data on request, at any time. You are never held hostage by the product.
Integrations
What the product actually plugs into
Nothing here is listed just for show. Every connection below has shipped and is in use. If your tool is not on it, tell us rather than finding out after you sign.
Accounting
QuickBooks
Your invoices and your payments flow up into QuickBooks.
Collection
Stripe
Online invoice payment, in the client portal.
Fleet management
OKTO RMM
Our own RMM, to pull your fleet up into the assets.
Fleet management
NinjaOne
If you already have Ninja, keep it.
Fleet management
Tactical RMM
Direct connection to your Tactical instance.
Identity
Microsoft Entra ID
Single sign-on for your clients in the portal.
Identity
Google Workspace
Single sign-on for your clients in the portal.
Email and calendar
Microsoft 365
Your mailboxes turn into requests, and assignments go to each person’s Outlook calendar.
Licences
Pax8
The Pax8 catalogue and licences, billed at the month’s price.
Text messages
Twilio, voip.ms and Vonage
Your clients text you, and the conversation stays on file.
Signature
OKTO Sign
Quotes and work orders signed through a link or on screen, on site.
Artificial intelligence
The provider you choose
OKTHAV connects to the AI provider you choose, never imposed.
Developers
API
API keys per role, read-only if needed, to connect your tools.
Migration
HaloPSA
Your data brought over from HaloPSA, without starting from scratch.
Missing a link to a tool you use? Tell us: the integrations get built according to what clients actually ask for.
Comparison
A PSA built and hosted in Quebec. In French, priced by tier.
OKTO PSA is built and hosted in Quebec, in French, at a price per tier. Here is what we can back up against the most often named US PSAs: ConnectWise, Autotask and Syncro.
| Criterion | OKTOPSA | The US PSAs |
|---|---|---|
| Where your data livesThe actual hosting location of the database. | In Quebec, in one dedicated database per client. Traffic through the Cloudflare network; off-site backup copy in Canada. | Varies by vendor. (unverified information) |
| Product languageThe interface your team uses every day. | Native French. Every screen exists in French and in English, at parity. | Varies by vendor. (unverified information) |
| How the price is builtWhat drives the invoice up when you hire. | By tier of users. One price for the company, not per seat. | ConnectWise and Autotask: price not published, on request. Syncro: price per technician. |
| Seat minimum | None. The tier covers the whole team. | Varies by vendor. (unverified information) |
| Billing currency | Canadian dollars, no conversion. | Varies by vendor. (unverified information) |
Cells marked "Varies by vendor" are not documented yet. We would rather leave a cell empty than invent a number.
Sources, read on October 2, 2026: connectwise.com/platform/psa/pricing, datto.com/products/autotask-psa, syncrosecure.com/pricing. ConnectWise and Autotask send you to a sales representative for the price; Syncro shows a price per technician.
Pricing
A price in Canadian dollars, written out in full
A price per tier of 10 users, with no seat minimum: 300 $, 550 $ or 700 $ per month for the whole company.
Up to 10 users
One price for the whole team. You are not buying seats.
per month, for the whole company
11 to 20 users
Most chosenThe team that grows without the invoice following every hire.
per month, for the whole company
21 to 30 users
The established business, with its field team, its sales people and its admin staff.
per month, for the whole company
More than 30 users
We build the price with you, based on what you actually need.
custom price
All prices are in Canadian dollars, before GST and QST.
See the full grid, the options and the setup packagesFrequently asked questions
The questions we get asked
Including the ones that do not flatter our pitch.
Your question is not here?
Write to us. Someone in Trois-Rivières answers, not a chatbot, and the answer comes in less than one business day.
Ask your questionIn Quebec, in an instance dedicated to your company, with its own database. No data is shared with another client. Traffic goes through the Cloudflare protection network, and a backup copy is kept off site, in Canada. The list of subprocessors is in the data processing agreement.
Yes, and not French translated in a hurry. Every screen exists in French and in English, at parity. French is the default language. Your team and your clients never have to switch to English to understand a screen.
GST and QST are calculated by the product, on the invoice line, with your tax numbers and per-client exemptions.
No minimum. The price goes by tier of users, not per seat: up to ten users, it is 300 $ per month for the whole company, whether you are three or ten.
We talk. You describe how you work, your clients and your billing; we tell you straight whether OKTO PSA does the job for you, what the migration involves, and what it costs. No strings attached.
We do. We pull out your clients, your tickets or work orders, your billing history and your contracts, and load them into your instance. The fee is fixed and quoted in advance: we look at the volume and the shape of your data, then we give you a firm price before you commit to anything.
We would rather say it up front. Reporting today is limited to a fixed dashboard and five CSV exports: a real report builder will come later. Custom fields, multi-currency and a dedicated mobile app are in draft. There is no knowledge base yet, no SAML sign-in and no outgoing webhooks.
Your instance is yours and your data is exportable. Three delivery modes exist: a dedicated container on our host, a dedicated virtual machine, or installation at your place, on a framed request. That last option exists precisely for this question.
You receive a full export of your instance before it closes, then the database is destroyed with a written attestation. Nothing stays with us after you leave, and there is no notice period to negotiate: it is built in from the start.
See it running on your own business.
We look at your clients, your projects and your billing, then we tell you straight whether OKTO PSA does the job for you. No strings attached.
OKTO Solutions, Trois-Rivières, Quebec