The upgrade to GoldMine,
built by the people
who know it best.
Contacts, activities, pipeline, email sync, automation, invoicing, inventory, marketing, and support — all connected, all in one place. No drilling through 35 different menus. No re-entering data between tools. Your team works the way they actually think, and ETG configures, maintains, and manages the whole thing. Migration completed in 2–4 weeks from your existing CRM.
Who it's built for
Any relationship-driven business ready for a modern CRM.
Insurance & Benefits
Agencies and brokerages managing policy renewals, client follow-ups, and producer pipelines — where contact history and relationship depth are everything.
Financial Services & Wealth
Advisors, planners, and firms where every client interaction, note, and follow-up lives in the CRM — and losing that history isn't an option.
Manufacturing & Distribution
B2B sales teams managing dealer networks, account tiers, and long-cycle relationships — complex account structures that need more than a simple pipeline.
Professional Services & B2B SMB
Any company with a relationship-driven sales process that needs deep contact history, activity tracking, and a platform that grows with the business.
Industry editions
Purpose-built versions for
your specific role.
Yukon CRM ships pre-configured for industries where relationship management follows a specific rhythm. Each edition comes with the fields, workflows, and automations your role actually needs — not a blank slate you configure yourself.
Financial Advisors
Built for advisors managing client portfolios, review cycles, and compliance documentation. Pre-configured fields for AUM, product categories, review dates, and regulatory notes. Follow-up sequences that never let a renewal or review slip.
- Client review & renewal tracking
- AUM and product category fields
- Compliance note logging
- Outlook & calendar sync
Insurance Brokers
Built for P&C, life, and benefits brokers tracking policies, renewals, and producer pipelines. Policy expiry reminders run automatically. Every client interaction logged against the contact — nothing lost between renewals.
- Policy and renewal date tracking
- Producer pipeline management
- Automatic renewal reminders
- Multi-line client histories
B2B Sales
Built for relationship-driven B2B teams managing long-cycle deals, account tiers, and complex stakeholder maps. Visual pipeline, deal stage automation, and full account history — without the enterprise bloat of Salesforce.
- Multi-contact account structures
- Deal stage & pipeline automation
- Stakeholder and org mapping
- Quote & proposal tracking
Don't see your industry? Every Yukon CRM deployment is custom-configured — book a call and we'll scope your setup.
GoldMine got the fundamentals right.
Yukon extends them.
GoldMine's relationship-first approach to CRM was genuinely ahead of its time. Contacts at the centre, full activity history, follow-up built into the daily workflow — thousands of teams ran their operations on that model. Many still do, because the core workflow is sound.
ETG has supported GoldMine deployments for over 20 years. We know the workflows, the custom setups, and what teams depend on day-to-day. Yukon CRM takes that same operational foundation and extends it into everything a modern team needs: cloud access, mobile, automation, integrations, and a full suite of modules — so your team keeps working the same way, on a platform that can handle the rest of the operation too.
See how the migration worksWe know the database schema, the workflow logic, and the custom setups our clients have built over decades.
Every contact, note, activity, and custom field comes with you. Nothing gets left behind in the move.
Your team stays live on GoldMine until cutover day. No downtime, no data freeze, no disruption.
Why teams switch
Built around how
people actually work.
Contact management is just the starting point
Contacts, activity history, follow-up sequences — those are the foundation. Yukon CRM extends well past that: invoicing, inventory, marketing, support ticketing, and analytics all in the same platform. Your team stops switching tools halfway through a workflow.
Your team works everywhere — your CRM should too
Your reps are logging calls from their phones, following up from client sites, and closing deals on the road. All of that works from any device, without a VPN, without anything installed. Full functionality wherever the work happens.
Your data deserves to be in the cloud
Your contact history, activity records, and custom fields represent years of work. Yukon CRM puts all of it in the cloud — automatically backed up, accessible from anywhere, never tied to a single machine.
Everything you need in one place — not buried in 35 different pages
HubSpot and Salesforce were built by engineers for enterprises. Everything is a drill-down, a submenu, a module you have to configure separately. Yukon CRM was designed around how people actually work — the information you need is right there, in the context you're already in.
New team members should be productive in days, not weeks
A clean interface with a logical structure means new hires learn the platform fast. No week-long training before someone can make their first call. The workflow is intuitive enough that most people are self-sufficient within a few days.
Your tools should talk to each other without custom connectors
Microsoft 365, Outlook, QuickBooks, Mailchimp, Zapier — Zoho integrates natively with all of it. Data flows between your systems automatically. The manual re-entry and workarounds stop the day you move.
Your process comes with you — nothing gets reset
Custom fields, contact categories, dropdown values, follow-up sequences — the way your team works is already refined. All of it migrates. You land on the new platform with your structure intact, not starting from a blank slate.
A CRM that keeps getting better
Zoho ships new features, integrations, and AI capabilities continuously. Your platform improves over time without any action on your end — and ETG actively applies updates and new capabilities to your specific setup.
The platform
Built around your clients.
Designed to eliminate the manual work.
Yukon CRM was designed around real workflows — how your team actually moves through a day, not how a software architect thinks they should. ETG configures and maintains your setup, and can build custom automations for any repetitive process your team handles manually today. Your contact history, follow-up sequences, and sales process all come with you. The ceiling is whatever the operation needs.
Complete Client Relationship History
Every call, email, meeting, note, and deal — logged against the contact, visible to everyone on the team. No more 'I thought someone else followed up.' The full context on every relationship, always at your fingertips.
GoldMine Workflows, Rebuilt Better
Your existing follow-up sequences, contact categories, activity types, and sales process are translated directly into Yukon CRM — not approximated. Your team works the same way they always have. The platform just does the heavy lifting they used to do manually.
Custom Workflow Automation
If your team does something repetitive, we automate it. New client onboarding, quote approvals, renewal reminders, lead routing, data entry — any process that eats your team's time can be systematized. GoldMine workflows are the starting point. The ceiling is whatever your business needs. Have a feature request? We actually build them.
Automated Follow-Up That Never Drops the Ball
Set a deal stage and the next task creates itself. Follow-up sequences run automatically until someone responds. Reminders go out before renewals lapse. Your team focuses on the conversation — not on remembering when to have it.
Email & Calendar — Zero Manual Logging
Two-way Outlook and Gmail sync. Every email automatically logged against the contact it belongs to. Calendar events and tasks flow in both directions. If it happened, it's in the CRM — without anyone having to remember to record it.
Pipeline Visibility That Means Something
See exactly where every deal stands, what's stalled, who needs follow-up, and what revenue is realistically closing — without pulling a report or chasing your reps. Real-time dashboards built around how you actually run the business.
Connects to Everything You Already Use
Microsoft 365, QuickBooks, Mailchimp, Zapier, and 500+ more — native integrations with no custom connectors. Data flows between your systems automatically. Your team stops copying and pasting between tools.
Always On. No Server. No Maintenance.
Your data lives in the cloud, automatically backed up, accessible from any browser or mobile device. No Windows server to maintain, no update windows, no 'the CRM is down' calls on a Monday morning.
One platform, no ceiling
Simple enough to start today.
Powerful enough to run your whole business.
Start with your contacts, pipeline, and history. Then connect the tools your team already uses — or adopt better ones that live inside the same data layer. No re-implementation, no new vendor relationships, no data trapped in silos.
Start here
CRM Foundation
Everything GoldMine did, modernized. Your team is up and running in weeks.
Contacts & Accounts
Full contact and company records with history, activities, and custom fields
Pipeline & Deals
Visual sales pipeline, deal stages, and forecasting
Email & Calendar Sync
Two-way Outlook / Gmail sync with auto-logged emails
Reports & Dashboards
Real-time pipeline visibility and team performance
Mobile App
Full iOS and Android access — no GoldMine server required
Integrate when you're ready
Core Business Tools
Connect what your team already uses — or adopt a better alternative that shares the same data layer.
Accounting & Bookkeeping
QuickBooks Online or Zoho Books — invoices, expenses, and deal financials synced automatically
Email Marketing
Mailchimp or Zoho Campaigns — send to CRM contacts, track opens and clicks back to the record
Support & Ticketing
Zendesk or Zoho Desk — support tickets logged against CRM contacts and accounts
E-Signatures
DocuSign or Zoho Sign — send and track contracts without leaving the deal record
Inventory & Orders
QuickBooks Commerce or Zoho Inventory — stock levels and purchase orders linked to your pipeline
Build it your way
Industry & Custom Integrations
Connect Yukon CRM to the specialized platforms your industry runs on — without replacing what already works.
E-Commerce
Shopify, WooCommerce, or BigCommerce — orders and customer purchase history flow into CRM contacts automatically
Vertical Software
Clio (legal), Procore (construction), Jane App (health & wellness), or MLS feeds (real estate) — purpose-built for your industry
Telephony & VoIP
RingCentral, Aircall, Twilio, Vodia, or Microsoft Teams Phone — click-to-dial, call logging, and recordings linked to the contact record automatically
ERP & Finance Platforms
NetSuite, Microsoft Dynamics, SAP, or QuickBooks Enterprise — sync accounts, orders, and financials bidirectionally
Any System via API
Zapier, Make, or direct REST API — if it has a webhook or API endpoint, we can connect it
One data layer
Every module reads and writes to the same contact record.
Built for GoldMine migrations
The fastest, most complete
GoldMine migration available.
Powered by our custom-built GoldMine data translation tools — purpose-built for this exact migration, not improvised.
A generic CRM consultant tackling a GoldMine migration starts from zero. They spend weeks just understanding your SQL schema, writing custom export scripts from scratch, and testing field mappings by hand — billing you hourly the entire time. That process regularly runs 3–6 months and costs $15,000–$40,000 or more. And it's painful.
We've built proprietary migration tooling purpose-built for GoldMine's SQL database structure — automated field mapping, activity history extraction, custom field preservation, and record linking. Whether you're on-prem or hosted, we connect to your database, run our tooling, and complete the migration with zero discovery tax. What takes a consultant months takes us 2–4 weeks, at a fraction of the cost.
Your team stays live until cutover day. No disruption, no data freeze.
Not on GoldMine? We also migrate from ACT!, Maximizer, Salesforce, HubSpot, and other CRM platforms. Every migration starts with a free call to scope your data and timeline.
We export your GoldMine database directly
We connect directly to your GoldMine SQL database — whether on-prem or hosted. We know the schema. We pull your contacts, history, activities, and custom fields without disrupting your team.
Field mapping & data cleansing
Your GoldMine fields map to Zoho CRM fields. Custom dropdowns, contact categories, account types, and linked records are all preserved and translated.
Your team keeps working during migration
Migration happens in parallel. You stay live on GoldMine until cutover day. No downtime, no data freeze, no disruption to daily operations.
Go-live, training, and 30-day support
Cutover takes a few hours. We run a team training session, stay available for 30 days post-launch, and handle any questions as your team settles in.
Additional supported platforms
How we compare
Yukon CRM vs. the alternatives.
Salesforce and HubSpot will cost more and take longer. Staying on GoldMine means staying on a platform in managed decline. Yukon CRM is the migration built for you.
| Feature | Yukon CRM | GoldMine | Salesforce | HubSpot |
|---|---|---|---|---|
| Cloud-native (no server) | ✓Fully cloud | ✗Server-based | ✓Fully cloud | ✓Fully cloud |
| Full mobile app | ✓iOS & Android | ~Very limited | ✓Full app | ✓Full app |
| GoldMine data migration | ✓Included | ✗Not offered | ~Extra cost | ~Extra cost |
| Modern API & integrations | ✓500+ integrations | ~Legacy only | ✓Extensive | ✓Good selection |
| Automatic updates | ✓Automatic | ✗Manual / IT-required | ✓Automatic | ✓Automatic |
| AI features | ✓Evo AI (add-on) | ✗None | ✓Einstein AI | ~Basic AI |
| Managed IT available | ✓Full ETG stack | ✗Not included | ✗Not included | ✗Not included |
| Canadian & US data residency | ✓CA & US colo | ~Depends on host | ~US-primary | ~US-primary |
| Transparent pricing | ✓Clear per-user | ~Complex licensing | ✗$150–$300+/user | ~Scales fast |
Salesforce Sales Cloud starts at $150–$300+/user/month fully loaded with required add-ons.
The bigger picture
Your CRM is now in the cloud.
Is the rest of your IT?
Moving to a cloud CRM means your contact data is no longer tied to a single machine. But your team still sits at desks running laptops, managing email, dealing with security threats, and calling someone when things break.
Evolved Technology Group manages the full IT stack for businesses across North America — devices, Microsoft 365, cybersecurity, help desk, and cloud infrastructure. When one team manages your CRM and your IT, there's no finger-pointing and no coverage gaps.
Managed IT & Help Desk
24/7 monitoring, proactive maintenance, and unlimited help desk support for your entire team. One number to call when anything goes wrong.
Cybersecurity & Endpoint Protection
Endpoint detection, email security, MFA enforcement, and security monitoring — because cloud CRM doesn't protect the laptops your team uses to access it.
Microsoft 365 & Cloud Administration
Full M365 administration, Teams governance, SharePoint, and Intune device management — all managed by the same team that built your CRM.
Virtual CIO & IT Strategy
Annual IT planning, budget forecasting, and vendor management from a team that already understands your full technology stack.
Plans
Start simple. Scale when you're ready.
ETG-managed monthly subscription — includes Zoho licensing, platform configuration, and ongoing administration by ETG. Migration is scoped and quoted separately.
Essential
Everything GoldMine gave you, modernized — for teams of 1-10
Bundled with Managed IT
$50/user/mo standalone · 2-user minimum · ETG-managed · Zoho licensing included · migration quoted separately
What's included
Standard
More records, more automation, more room to grow — for teams of 10-50
Bundled with Managed IT
$75/user/mo standalone · 5-user minimum · ETG-managed · Zoho licensing included · migration quoted separately
Everything in Essential, plus
Premium
The full platform — every module, maximum limits, no ceiling — for teams of 50+
Bundled with Managed IT
$100/user/mo standalone · 5-user minimum · ETG-managed · Zoho licensing included · migration quoted separately
Everything in Standard, plus
About migration pricing
Our migration will cost you a fraction of what a CRM consultant charges.
When a generic CRM consultant takes on a GoldMine migration, they start from scratch: manually mapping your SQL fields, writing custom export scripts, testing and re-testing, and billing hourly the entire time. That process routinely takes months and runs to five figures.
We've built proprietary data mapping tools specifically for GoldMine's SQL database structure — tools refined across hundreds of migrations. Your fields, custom dropdowns, activity history, and linked records map automatically. What takes a consultant 3 months takes us 2–4 weeks.
Get a migration quoteGeneric CRM consultant
ETG migration (us)
All prices in CAD, per user per month. Bundle pricing applies when combined with ETG Managed IT services. Book a call for exact platform and migration pricing.
The Capstone Add-On
Yukon runs your CRM.
Evo AI runs your business.
Evo AI is the AI operating system that plugs directly into Yukon as a chatbot and automation layer — then scopes into role-specific agents for the people who actually use it: sales reps, sales managers, operations, AR/AP, even the C-suite.
Every morning, Evo AI triages overdue tasks, flags slipping deals, and surfaces the leads that need attention first.
Ask it to queue your calls and it hands you a dialing order, an opener, and the questions to ask — pulled straight from CRM data.
Scoped to how your team actually works
Sales Rep
Chases leads, drafts follow-ups, and keeps deals moving without being asked.
Sales Manager
Tracks pipeline health across the team and flags where coaching is needed.
Operations
Enforces process, answers SOP questions, and routes exceptions to the right person.
AR / AP
Watches invoices and collections, and nudges the right people before things go overdue.
C-Level
Rolls performance across the business up into the questions leadership actually asks.
Rescues deals before they slip away
Evo AI watches your pipeline for opportunities going quiet, then jumps in as the sales rep — in their voice — with a personal email to try to win the client back before the deal is gone.
Knows your SOPs, so your team doesn't have to search
Ask it “what's our policy on discounts for clients?” and Evo AI pulls the answer straight from your own SOPs and documentation — no digging through folders.
Turns meeting notes into CRM action
Feed it a meeting summary and Evo AI updates the CRM record and creates the follow-up tasks automatically — no one has to remember to do it after the call.
Coordinates the teams outside the CRM too
It doesn't stop at Yukon. Evo AI can open a project task in your PM tool, notify finance, or loop in whoever owns the next step — all from the same conversation.
Beyond Yukon, Evo AI lives in its own hub too — web search, image generation, custom agent building, and industry-specific prompt libraries, all in one place.
FAQ
Your CRM migration questions, answered.
How does the GoldMine migration actually work?
We connect directly to your GoldMine SQL database — whether you're on-prem or hosted — and export your full data set: contacts, accounts, activity history, all emails, custom fields, and user records. We map every GoldMine field to the appropriate Zoho CRM field, clean the data, and run a test import before any cutover. Your team keeps working in GoldMine until the day we flip the switch. Typical timeline is 2–4 weeks from kickoff to go-live.
What GoldMine data can you migrate?
Everything in your SQL database: contact and account records, complete activity history (calls, meetings, notes), all emails stored in GoldMine, custom fields and dropdown values, linked documents and email attachments, user accounts and permission levels, and calendar entries. If it lives in GoldMine's database, we extract and migrate it.
Does it matter whether we're on-prem or hosted?
No — we handle both. For ETG-hosted GoldMine clients, we already have direct access to your SQL Server environment, which makes the export even faster. For on-prem clients, we work with your IT team to access the database securely. Either way, we know the GoldMine schema cold, and the migration process is the same. The main difference is a bit of coordination time on the front end for on-prem setups.
Can we keep our custom fields and dropdown values?
Yes. GoldMine users tend to have years of custom fields, contact categories, and account types built up. We map all of these to Zoho CRM's custom field system — the names can stay identical if you prefer. Your team won't be relearning a different data structure, just a better interface.
What happens to our email history logged in GoldMine?
We extract all existing emails stored in your GoldMine database — GoldMine stores them as activity records in SQL, and we migrate every one of them into Zoho CRM as linked activity notes on the correct contact. Your full email communication history comes with you, intact and searchable from day one.
Do we need to replace our IT infrastructure to use Yukon CRM?
No. Yukon CRM runs in the cloud — your team accesses it through a browser or mobile app. You can decommission the GoldMine SQL Server once migration is complete, which often saves money on server infrastructure and licensing. If you want ETG to manage your office IT as well, we offer that through our Managed IT services — but the CRM migration stands on its own.
We've been on GoldMine for 15 years. Will our team adapt?
GoldMine users adapt faster than most CRM migrations because the underlying structure is familiar — contacts, accounts, activities, history. The interface is dramatically more modern, but the mental model is the same. We run a team training session on go-live day and stay available for 30 days post-launch to handle questions. Most teams are self-sufficient within two weeks.
The next step for GoldMine teams.
Book a free 30-minute call — we'll show you how Yukon CRM picks up exactly where GoldMine leaves off, and what the move looks like for your team.