Davis Gilbert
Co-Founder & Managing Partner at Summit · Kelowna Canada
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Step 1SENTSummit + a small idea2026-04-21 03:30 UTC via hello@trytwocorex.com
Hi Davis, Came across Summit while looking at finance teams in Kelowna. Most folks at that stage get stuck on one thing first — client portfolio and renewal tracking done manually. To be concrete — here's roughly what we'd build for Summit (CRM + Portal, live in 3–5 weeks): • CRM • Client/admin web portal • Role-based access • API integrations One-time build: C$10,900 Support + hosting: C$1,100/month (or C$11,000/yr — 2 months free) Two options: 1. Reply 'yes' — I'll send a calendar link for a 15-min scope call. 2. Reply 'no' — I'll stop here, no follow-ups. Smit Bhoir TwoCoreX If this isn't relevant, just reply 'no' and I won't follow up.
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