l'optimisatrice
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L'Optimisatrice — Custom CRM for real estate professionals

Zoho One · Quebec · Since 2019

Your processes,
optimized.
Your growth,
accelerated.

L'Optimisatrice designs custom CRMs for real estate professionals in Quebec — mortgage brokers, real estate brokers, property managers and private lenders.

400+
Brokers optimized
6 yrs
of real estate expertise
Zoho
Premium Partner
Businesswoman - L'Optimisatrice
📩Email sent
Notary — Approval
💰Commissions
$4,800 — Jean Fortin
📅Appointment confirmed
Monday 9 AM — Marie Lavoie
Zoho Premium Partner ✦

Trusted by Quebec's largest mortgage networks

Who we serve

Your sector,
our expertise.

Every real estate professional has distinct needs. Our solutions adapt to your reality — not the other way around. Since 2019, we've optimized more than 400 professionals across Quebec.

🏦
Mortgage broker
Pipeline management, BOSS/M3 connection, client automations and pre-qualification documents.
🏡
Real estate broker
Lead tracking, offer management, automated marketing and social media scheduling.
🏢
Property manager
Tenant management, automated renewals, self-service portal and compliance reports.
💰
Private lenders
Financing file tracking, automatic reminders and simplified deadline management.

Why L'Optimisatrice

A team that
understands your
reality.

We're not just Zoho integrators. We're Quebec real estate specialists who understand the real challenges of your day-to-day — compliance, BOSS, broker networks, bilingualism.

01
Analysis of your current processes
A complete mapping before we touch a single configuration.
02
Custom or turnkey solution
Brokio for mortgage brokers, or a custom CRM for every other profile.
03
Training & ongoing support
Your team is never left on its own. Training included, support available.
04
Grows with your business
Your CRM grows with you. Add modules, automations and integrations over time.
400+
Professionals optimized since 2019
Zoho Premium
Partner — official certification
FR/EN
All automations available in French and English
BOSS
Connected to BOSS — the M3 Group system in Canada

Our team

Experts behind
every solution.

L'Optimisatrice is a multidisciplinary team of specialists passionate about real estate and technology — all united around one goal: simplifying your day-to-day.

Florence BdH
Florence BdH
Founder &
Process specialist
L
Laury Dussault
Laury Dussault
Brokio Coordinator
C
Cédric Bonenfant
Cédric Bonenfant
Developer
A
Azali Plourde Lacerte
Azali Plourde Lacerte
Project Manager
C
Charlie Dion
Charlie Dion
Configuration Specialist
S
Sandrine Brunet
Sandrine Brunet
Head of Innovation
É
Éric Hudon-Bujold
Éric Hudon-Bujold
Developer
M
Mohamed Abdallah
Mohamed Abdallah
Developer
C
Caroline Boudreau
Caroline Boudreau
Developer
S
Simon Castonguay
Simon Castonguay
Developer

Your process. Our specialty.

Every step, optimized by Zoho.

Select your profile, then click a step to see how Zoho automates it.

Click a step to explore the process

Click a step to see the associated Zoho tools

Our products

Custom or turnkey.

Custom
Custom CRM
Built for your reality

For real estate brokers, property managers and private lenders who need a solution tailored to their specific processes, built on the Zoho One platform.

  • Analysis and mapping of your processes
  • Custom Zoho One architecture
  • Custom automations and integrations
  • Electronic signatures & forms
  • Social media scheduling
  • Training and support included
Assess my needs →

Testimonials

What our clients say.

Financement Canbec
★★★★★
Chantal Garceau - Financement Canbec
Administrative Director

“I had the chance to work with the L'Optimisatrice team for a little over a year. They know how to offer effective solutions that meet real needs and align with a long-term vision. Best of luck to them!”

Remax Platine
★★★★★
Stéphanie Paul - Remax Platine
Residential real estate broker

“I want to thank you, Florence, for all the work you did with me. You quickly understood my needs and gave me a lot of advice. I often think that if you could see my day-to-day, you'd surely have plenty more tips to save me time and improve my work habits.”

Bonsaï Services Financiers
★★★★★
Dominique Gonthier - Bonsaï Services Financiers
Founder and President

“Working with L'Optimisatrice was a very positive experience. Thanks to their expertise, our Zoho was optimized remarkably, which clearly improved our efficiency. I highly recommend their services.”

Formation Cy-Clic Inc.
★★★★★
Emeline Manson - Formation Cy-Clic Inc.
President and trainer in fraud prevention and cybersecurity

“The L'Optimisatrice team helps me automate many tasks with Zoho, and it's a real pleasure to work with them. Professional, efficient and always pleasant. I highly recommend them!”

Caron Team
★★★★★
Véronique Caron - Multi-Prêts
Mortgage broker

“With Florence at L'Optimisatrice, we built a CRM tailored to our needs in record time. A functional CRM that doesn't tell us what to do but does it for us. I can properly follow up with my referral partners and have personalized follow-ups that let me put my time and attention elsewhere.”

SP Finance
★★★★★
Sabrina Portillo - SP Finance
Mortgage broker

“I've worked with Florence several times for help with my CRM and other apps in the Zoho One suite. Every time, she met my needs — and very quickly at that!”

Services S&L
★★★★★
Stéphane Bernier - Services S&L
Owner and President

“Implementing a new CRM system in an organization is a major challenge. We chose this partner and their experts to ensure a smooth transition — they listened to our specific needs and adapted and delivered the winning formula. I highly recommend this firm for your IT and CRM needs.”

Sutton
★★★★★
Éric Chamberland - Sutton
Residential and Commercial Real Estate Broker

“I want to thank L'Optimisatrice for their help with the Zoho CRM. Their professionalism helps me continually go further with Zoho, and they always have the right ideas to keep everything as simple as possible. It's greatly appreciated. Thanks again!”

Vincent Le Saux Inc
★★★★★
Vincent Le Saux - Hypotheques.ca
Mortgage broker, Responsible Officer, President

“Your team stood out both for its deep mastery of the Zoho ecosystem and its ability to simplify, structure and optimize our internal processes. Thanks to you, we now have a CRM solution that is stable, smooth and perfectly suited to our operational realities. I highly recommend L'Optimisatrice.”

MLA Hypothèques
★★★★★
David Bolduc - Planiprêt
Mortgage broker, Independent partner representative

“My experience with Florence and Azali has been, and continues to be, remarkable. They quickly understood our challenges and optimized our processes with impressive precision and efficiency. I recommend them without hesitation to any business looking to get the most out of Zoho.”

Versa Capital
★★★★★
Vincent Lacasse - Versa Capital
President and Co-founder of Versa Capital

“She turned what looked like a failure into a huge success. In 8 months she became one of Versa Capital's biggest partners. She's the Greta Thunberg of systems optimization — an activist for eliminating wasted time. Her mission: optimize your time to make more money.”

Fournier
★★★★★
Patrick Beaulé - CBRE
Commercial real estate broker at CBRE

“We're privileged to work with Florence to build a CRM suited to our day-to-day operational management needs. Her expertise and commitment let us efficiently automate our tasks in commercial real estate brokerage.”

Mercier
★★★★★
Louis-Pierre Mercier - ALL IN
Coach for real estate brokers

“A huge thank you to Florence, our CRM wizard! In the 2 years she's been with us, our CRM has completely changed. If you have a business and want a CRM that works for you instead of complicating your life, Florence is THE person you need.”

Peter Quinn — Multi-Prêts
★★★★★
Peter Quinn - Multi-Prêts Commercial
Commercial mortgage broker at Multi-Prêts

“In 2020, we had a vision to create a CRM focused on the needs of commercial mortgage brokerage. We're now 5 years into our partnership with Florence. We value her availability, the support she gives us and, above all, the fact that she's always ahead of our needs. Thank you, Florence!”

Financial advisor
★★★★★
Hubert Joncas
Financial Planner

“Knowing I need a CRM to optimize my practice is easy. Having one that's both to my liking and functional seemed impossible. Thanks to Florence and her team, I'm able to automate a ton of administrative and follow-up tasks. I highly recommend them!”

Brocheuses Montreal
★★★★★
Jean-François Lavoie - Brocheuses Montreal

“We're extremely satisfied with the service and with how our use of Zoho has been optimized. Their team has shown exemplary professionalism, great responsiveness and expertise that has greatly increased our efficiency. We highly recommend their services.”

Jennifer Boily
★★★★★
Jennifer Boily
Residential and commercial real estate broker

“I received excellent service for the setup of my CRM. The team is efficient, fast and always follows up well. They gave me a CRM that reflects who I am. I recommend them!”

Anthony Chrétien
★★★★★
Anthony Chrétien - H2 Hypothèque
Mortgage Broker

“Professional and fast service — I recommend them.”

Contact

Ready to optimize
your practice?

Book a free consultation. Together we analyze your processes and propose the solution best suited to your needs.

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