The modern CRM
flexible enough to run
your whole business.
Contacts, pipeline, email & SMS campaigns, sales orders, invoicing, and support — one platform, one data layer. Extensible when you need more, transparent in what it costs, and yours end to end: you own your data, you own your storage. Built and run by ETG — no third-party CRM underneath, no vendor in the middle.
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 industry.
Yukon CRM ships pre-configured for industries where relationship management follows a specific rhythm. Each edition comes with the fields, workflows, and automations your industry 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.
Rented CRMs put your business in their box.
Yukon is built around yours.
Most CRMs are rented software. Your data sits in someone else's cloud, the bill is a stack of per-seat licenses and add-ons, and the features you get are whatever the vendor's roadmap decided this quarter. After 20+ years running business systems for small and mid-size companies, we'd seen enough of that model.
So we built our own platform. Yukon is developed, hosted, and managed entirely by ETG — and that changes the relationship. You own your data and your storage. Pricing is transparent. The platform bends to your process, not the other way around. And when your business needs something Yukon doesn't do yet, we don't file a ticket with a vendor — we build it.
Book a live walkthroughYour records live in storage you own. Export everything, any time — no hostage data, no exit fees.
The team behind Yukon has run CRMs, ERPs, and IT for growing businesses for over two decades.
Platform, hosting, support, and new features come from one team — no vendor in the middle.
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 cloud storage you own — automatically backed up, accessible from anywhere, never tied to a single machine, and never held hostage by a vendor.
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 — Yukon connects 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
Because we build Yukon ourselves, new features, integrations, and AI capabilities ship continuously — no vendor roadmap to wait on. And when your team needs something specific, you're talking to the people who write the code. We build it.
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.
Outreach — Email Campaigns Built In
The Mailchimp replacement that already knows your contacts. Build segments from live CRM data, send campaigns, and watch opens and clicks land back on the contact record — no separate marketing tool, no list syncing, no per-contact fees stacked on top.
SMS Campaigns & Text Messaging
Reach people where they actually respond. Send SMS campaigns to segments or one-off texts from the contact record — with delivery and replies logged against the relationship history automatically.
Sales Modules — Quote to Cash
Quotes, sales orders, purchase orders, and invoicing built into the same platform your pipeline lives in. And when the operation outgrows sales, Yukon extends into full ERP territory — inventory, procurement, finance — without re-platforming.
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. 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, and 9,000+ more via Zapier, Make, or direct API — no custom connectors to buy. Data flows between your systems automatically. Your team stops copying and pasting between tools.
Always On. No Server. No Maintenance.
Your data lives in cloud storage you own — automatically backed up, accessible from any browser or mobile device, and fully exportable whenever you want it. 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 a modern CRM should do. 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 — wherever the work happens
Turn on when you're ready
Built-In Modules
Grow into more of the platform — every module shares the same contacts, deals, and data layer.
Outreach — Email Campaigns
The built-in Mailchimp replacement — segments from live CRM data, opens and clicks logged back to the record
SMS Campaigns
Text campaigns and one-off messages from the contact record, with replies in the conversation history
Sales & Invoicing
Quotes, sales orders, purchase orders, and invoices — built in, and extendable to full ERP
Support & Ticketing
Tickets logged against the same contacts and accounts your sales team works
Client Portal
A branded portal where clients see their documents, invoices, and requests
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
Extend into Yukon's own ERP modules, or sync bidirectionally with NetSuite, Microsoft Dynamics, SAP, or QuickBooks Enterprise
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.
Switching is the easy part
Move from any CRM
without losing a thing.
Powered by our custom-built data translation tools — purpose-built migrations, not improvised.
A generic CRM consultant treats every migration as a discovery project: weeks spent understanding your schema, custom export scripts written from scratch, field mappings tested by hand — billing you hourly the entire time. That process regularly runs 3–6 months and costs $15,000–$40,000 or more.
We've built proprietary migration tooling for the platforms teams actually leave — GoldMine, ACT!, Maximizer, Salesforce, HubSpot, Zoho, and more. Automated field mapping, activity history extraction, custom field preservation, and record linking. 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.
Coming from GoldMine? That migration is our specialty — see the dedicated GoldMine migration page.
We export your data directly
GoldMine, ACT!, Salesforce, HubSpot, Zoho, or spreadsheets — we connect to the source and pull your contacts, history, activities, and custom fields without disrupting your team.
Field mapping & data cleansing
Your fields map directly to Yukon 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 your current CRM 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 rent you seats in their cloud and charge extra for everything else. Yukon is the platform you actually own the relationship with — your data, your storage, your feature requests, one team behind all of it.
| Feature | Yukon CRM | Salesforce | HubSpot |
|---|---|---|---|
| Cloud-native (no server) | ✓Fully cloud | ✓Fully cloud | ✓Fully cloud |
| Full mobile app | ✓iOS & Android | ✓Full app | ✓Full app |
| You own your data & storage | ✓Fully yours | ✗Vendor cloud | ✗Vendor cloud |
| Email + SMS campaigns built in | ✓Included | ~Paid add-ons | ~Paid tiers |
| CRM data migration included | ✓Included | ~Extra cost | ~Extra cost |
| Modern API & integrations | ✓Native + Zapier & API | ✓Extensive | ✓Good selection |
| AI features | ✓Evo AI (add-on) | ✓Einstein AI | ~Basic AI |
| Feature requests actually built | ✓We build them | ✗Roadmap only | ✗Roadmap only |
| Managed IT available | ✓Full ETG stack | ✗Not included | ✗Not included |
| Canadian & US data residency | ✓CA & US colo | ~US-primary | ~US-primary |
| Transparent pricing | ✓Clear per-user | ✗$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 at Basecamp. Climb when you're ready.
Every plan includes the entire platform — tiers are capacity, not feature gates. ETG-managed subscription with platform licensing, hosting, configuration, and ongoing administration all included. No third-party CRM licenses to buy. Migration is scoped and quoted separately.
Single pane of glass
One pane of glass to run the whole business —
instead of seven subscriptions.
Most teams run sales, marketing, invoicing, and support across half a dozen tools that don't talk to each other. Yukon replaces the stack: one login, one data layer, one bill, one team accountable for all of it.
The point-tool stack Yukon replaces
Yukon — the whole stack
The same 5-person team runs about $250/mo — every module above, included.
Basecamp
The complete platform — every module included from day one
Annual commitment — billed annually
3-user minimum · 100,000 records (contacts, orgs & leads) or 5GB storage · ETG-managed · all licensing & hosting included · migration quoted separately
What's included
Trail
The same full platform, with serious capacity — for data-heavy teams
Annual commitment — billed annually
3-user minimum · 1 million records (contacts, orgs & leads) or 10GB storage · ETG-managed · all licensing & hosting included · migration quoted separately
Everything in Basecamp, plus
Summit
Custom capacity, custom modules, ERP scale — built around your operation
Scoped with you
3-user minimum · custom records & storage · ETG-managed · all licensing & hosting included · migration quoted separately
Everything in Trail, 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 migration, they start from scratch: manually mapping your 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 for the CRMs teams actually leave — GoldMine, ACT!, Salesforce, HubSpot, and more — 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)
Prices per user per month, with a 3-user minimum per instance. Annual plans are 12-month commitments, billed annually. Bundle pricing available 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.
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
Yukon CRM, answered.
Is Yukon CRM built on another vendor's CRM?
No. Yukon CRM is Evolved Technology Group's own platform — we build, host, and maintain it ourselves. That matters in practice: there's no third-party licensing baked into your monthly cost, no outside vendor's roadmap deciding which features you get, and no risk of the platform underneath changing its pricing or terms. When your team needs a capability Yukon doesn't have yet, you're asking the people who write the code — and we build it.
What does “you own your data and your storage” actually mean?
Exactly what it sounds like. Your CRM data lives in storage that belongs to you — not locked inside a vendor's cloud. You can export everything — contacts, history, emails, attachments — at any time, in usable formats. If you ever leave, your data walks out the door with you. No export fees, no hostage negotiation.
What's included beyond core CRM?
Quite a lot. Outreach, the built-in email campaign module, replaces Mailchimp — segments build from live CRM data and every open and click lands back on the contact record. SMS campaigns work the same way. Sales modules cover quotes, sales orders, purchase orders, and invoicing, and the platform extends into full ERP territory when you need inventory, procurement, or finance. Support ticketing, a client portal, and analytics round it out — all reading and writing the same contact record.
Does Yukon integrate with Microsoft 365?
Yes — deeply. Two-way Outlook email and calendar sync means every email is logged against the right contact automatically, and calendar events and tasks flow in both directions. Beyond Microsoft 365, Yukon connects to QuickBooks, your phone system, and 9,000+ apps via Zapier and Make — plus a full REST API for anything custom.
Can you migrate us from our current CRM?
Almost certainly. We've built proprietary migration tooling for GoldMine, ACT!, Maximizer, Salesforce, HubSpot, Zoho, and other platforms — contacts, activity history, emails, custom fields, and documents all transfer. Typical timeline is 2–4 weeks, and your team stays live on the old system until cutover day. GoldMine migrations are a particular specialty — see the dedicated GoldMine migration page.
How does pricing work?
Per user, per month, with a 3-user minimum per instance — and every plan gets the entire platform. Basecamp is $65 USD/user/mo month-to-month or $50 USD/user/mo on an annual commitment, with 100,000 records (contacts, orgs & leads) or 5GB of storage. Trail is $90 USD/user/mo month-to-month or $75 USD/user/mo annual, with 1 million records or 10GB. Summit is custom-quoted for teams that need more capacity, custom modules, or ERP scale. CAD pricing is available too. All platform licensing and hosting is included — no third-party CRM licenses hiding in the bill, no per-feature surprise charges. Bundle pricing is available with ETG Managed IT services, and migration is scoped and quoted separately as a one-time project.
What happens when we need a feature Yukon doesn't have?
We build it. That's the practical difference of running on a platform whose code we own: feature requests go to the people who write the software, not into a vendor's suggestion box. Client-specific customizations are built directly into your setup, and platform-wide improvements ship to everyone continuously.
Ready for a CRM that's actually yours?
Book a free 30-minute call — we'll walk through the platform, your migration path, and exact pricing for your team.