The Best CRM Consulting Firms in Canada

Looking for a top CRM company in Canada?

CRM consultants can take your company to the next level and beyond. They can help manage your company's relationships and interactions with customers.

To assist you in your search for a partner, we’ve compiled this list of the top CRM consultants in Canada. Browse descriptions, feedback, and awards to find which can best suit your company’s needs.

List of the Best Canada CRM Consulting Firms

  • 1

    Purely CRM

    Purely CRM is a Microsoft Dynamics 365 CRM firm based in Vancouver. Founded in 2014, their team of around 14 employees provides CRM consulting, cloud consulting, and custom software development services.

    Notable Project

    The team transitioned a development company to a Dynamic 365 in Azure Cloud environment and continues to provide consulting services as needed. Their considerable level of expertise in cloud consulting ensured a seamless, predictable engagement that met all requirements.

    Former clients
    MAINT S.A.
    TEXCAN
    XYPEX
    $ $ $ $ $
    equalizer $75,000+
    group10 - 49 Employees
    place Vancouver, Canada
    5.0
    5.0
    1 Clutch review
  • Tell us about your project

    NEED HELP SELECTING A COMPANY?

    Based on your budget, timeline, and specifications we can help you build a shortlist of companies that perfectly matches your project needs. Schedule a free consultation with a Manifest Analyst.

  • 2

    Plative

    Plative is a marketing and automation firm headquartered in New York, with offices in Toronto, Vancouver in Canada, Irvine in Calif., and Nagar in India. Founded in  2009,  their team of 67 provides CRM consulting & SI as well as ERP consulting & SI assistance primarily to mid-market clients in various fields such as advertising, financial services, and IT.

    Notable Project

    Plative was subcontracted by a wholesaler to provide NetSuite support. The project involved expert advice and guidance by Plative to the company. Initially, Plative worked on custom scripting for the wholesaler, but Plative has started to work on more involved tasks in the company such as ongoing NetSuite support.

    "Their team is extremely relatable because they aren’t just code monkeys: they’re business experts on the whole. They can take a complex problem and dismantle it until anyone can understand what’s going on." - Director of Operations, Wholesaler

    Former clients
    NetSuite Provider Partner
    $ $ $ $ $
    equalizer $10,000+
    group50 - 249 Employees
    place Toronto, Canada
    4.7
    4.7
    3 Clutch reviews
  • 3

    IndustryBuilt Software

    IndustryBuilt Software is a technology consultancy headquartered in Mississauga, Canada, with a secondary office in Toronto. Founded in 1999, IndustryBuilt has 120 employees, and primarily works with clients in the food and equipment rental industry. IndustryBuilt's full range of services includes ERP, ECM, and CRM consulting and software integration, as well as application management and support.

    Notable Project

    IndustryBuilt Software developed and integrated an ERP system for a nutrition-oriented food manufacturer. At the time of the partnership, the client had only been shipping products for 18 months, and was ready to commit to the next phase of growth. Using Microsoft NAV software, IndustryBuilt delivered a custom resource planning solution with a full range of functionality. The platform has efficiently streamlined the client's operations.

    "I must say that the people implementing all the way up to the VP himself have been very involved. If I have an issue, I can reach out to anybody in the company, and I know I’ll get a call back." — Systems Manager, Food Manufacturer

    Former clients
    Bruce Foods
    The Lilly Company
    Darr Equipment
    $ $ $ $ $
    equalizer

    Undisclosed

    group50 - 249 Employees
    place Mississauga, Canada
    4.5
    4.5
    2 Clutch reviews
    Awards

    Canada Great Places to Work (2018)

  • 4

    Encaptechno

    Encaptechno is a consultancy based in Brampton, Canada, and founded in 2009. With no more than 50 employees, they offer CRM consulting, custom software development, and cloud consulting services for clients in the fields of financial services, advertising, and education.

    Notable Project

    Encaptechno developed an automation app for an engineering company. The app was meant to help manage projects and tasks internally. The system has improved the overall efficiency of the company.

    “The main strength of this team is their project management capability.” - Director of Operations, Engineering Company

    Former clients
    Hilton
    TT Electronics
    ValidiFi
    $ $ $ $ $
    equalizer $5,000+
    group10 - 49 Employees
    place Brampton, Canada
    5.0
    5.0
    3 Clutch reviews
  • 5

    SADA Systems

    SADA Systems, with a team of 350+ employees, is a software consulting agency that was founded in 2000. SADA Systems is headquartered in Los Angeles, with an office in Washington. The agency helps a variety of clients with their cloud consulting and system integration, IT strategy consulting, and software development needs.

    Notable Project

    SADA Systems took a product and customized it specifically for a government agency. After the first year of implementation, the development work has led to an increase in investment. The government agency appreciated that SADA Systems modified their approach to fit the client's needs.

    "SADA Systems was very flexible and helped us through any difficulties." – Manager, City Transportation Authority

    Former clients
    Colgate
    Guess
    Papa Johns
    Virgin Mobile
    $ $ $ $ $
    equalizer $25,000+
    group50 - 249 Employees
    place Toronto, Canada
    4.9
    4.9
    5 Clutch reviews
    Awards

    Microsoft Gold Partner , Google Cloud Premier Partner , Los Angeles Business Journal: 100 Fastest Growing Private Companies , Inc. 5000: List of America's Fastest Growing Private Companies

  • 6

    Computan

    Computan is a creative agency based in Thorold, Canada. Founded in 1987, the team of 34 specializes in digital strategy, e-commerce development, mobile app development, PPC and web development.

     

    Notable Project

    Computan worked on marketing collateral for a data center provider. They provided a range of digital marketing services from designing videos, flyers, and landing pages to develop an interactive platform. The client appreciated the quality of work they provided.

    “The quality of their work is impeccable. They have continuous education training twice a year to stay in front of the constant changes in the digital marketing world.” – Director of Marketing, Data Center Provider 

    Former clients
    Palmer Ad Agency
    openkey
    Remarkable Sales and Marketing
    Hero Certified Burgers
    $ $ $ $ $
    equalizer $1,000+
    group50 - 249 Employees
    place Thorold, Canada
    4.8
    4.8
    28 Clutch reviews
  • 7

    CrucialLogics

    CrucialLogics is an IT strategy firm headquartered in Toronto. Founded in 2007, they have a team of 20 employees. Their main focus lines are IT strategy, cloud consulting, and CRM consulting.

    Notable Project

    CrucialLogics provides IT services for an IO advisory firm. The team designed and implemented a blueprint for the client's IT infrastructure and security foundation. The team also built the necessary network security components.

    "Their team will do what’s right for the client, even if it costs them money and time. They deliver high-quality work." – Managing Partner, IO Advisory Firm

    Former clients
    innov8 IT
    Microsoft
    IBM
    Quest
    SherWeb
    $ $ $ $ $
    equalizer

    Undisclosed

    group2 - 9 Employees
    place Toronto, Canada
    5.0
    5.0
    1 Clutch review
  • 8

    Connection Incorporated

    Connection Incorporated is an SEO agency headquartered in Guelph, Ontario, Canada. The team of about 50 employees specializes in SEO, web design, CRM consulting, email marketing, marketing strategy, direct marketing, and content marketing.

    Notable Project

    Connection Incorporated was hired by a mortgage broker to provide insight with ongoing SEO strategies.

    "In terms of communication and actually delivering results, I think Connection Incorporated is leaps and bounds ahead of the other company I worked with." – Broker, Mortgage Broker

    Former clients
    Lush Woodcraft
    Dominion Lending Centres
    RE/MAX
    $ $ $ $ $
    equalizer $1,000+
    group2 - 9 Employees
    place Guelph, Canada
    5.0
    5.0
    1 Clutch review
  • 9

    Synetics Business Solutions

    Synectics Business Solutions is a development agency founded in 1997 in Kimberly, Canada. Their team of fewer than 10 employees specializes in CRM consulting, systems integrations, customer software development, web development, and more.

    Notable Project

    Synectics Business Solutions provided CRM customization services to a medical equipment company that needed to expand the solutions' admin, invoicing, and scheduling features. The client was satisfied with their work and appreciated their detail-oriented approach. 

    "They were very communicative and adaptable to my requested changes." – Owner, Medical Equipment Company

    Former clients
    LifeCare Mobility Solutions
    $ $ $ $ $
    equalizer

    Undisclosed

    group2 - 9 Employees
    place Kimberly, Canada
    5.0
    5.0
    1 Clutch review
  • 10

    /Archive Digital

    /Archive Digital is a team of 19 digital strategists, developers, and creatives based in Vancouver, Canada founded in 2013. They provide SEO, PPC, and social media marketing solutions to midmarket firms as well as small and large businesses. They have experience in working with companies from industries such as education, real estate, and advertising.

    Notable Project

    A film school subcontracted /Archive Digital to help out with SEO and digital marketing for the institution. /Archive Digital currently manages the marketing and SEO aspects of the school and helps out with keyword research and campaigns to increase conversion. The school has been pleased with /Archive Digital's results.

    "They have a more progressive understanding of the industry than other companies do. Since the business is changing nearly weekly, they almost obsessively monitor it and find new ways to evolve with it. They’re not afraid of finding new ideas and testing them to give us an edge on our competition. " - Executive Producer, Film School

    Former clients
    Rick Hansen Foundation
    Vancouver Film School
    Peace Geeks
    $ $ $ $ $
    equalizer $5,000+
    group10 - 49 Employees
    place Vancouver, Canada
    5.0
    5.0
    1 Clutch review
  • 11

    DOIT Software

    Founded in 2014, DOIT Software is an IT company based in Boston, Mass., with other offices in California and Ukraine. Its team of 25 specializes in mobile and e-commerce development, as well as UX/UI design.The client appreciated DOIT Software's ability to work overtime to meet deadlines, as well as their quick response times despite a significant time zone difference.

    Notable Project

    DOIT Software was hired by a consultancy to built an iOS app to accompany an existing Android app. DOIT Software also assisted with a digital business card product the consultancy created.

    "Before major releases, a part-time QA person spends a few days testing it before we push it to the App Store which results in a smooth launch and everything working great." - Business Consultant, Consultancy

    Former clients
    Sellvana
    Ideo Solutions
    Inigo
    Vonnlighting
    $ $ $ $ $
    equalizer $10,000+
    group10 - 49 Employees
    place Montreal, Canada
    4.9
    4.9
    17 Clutch reviews
  • 12

    CloudChoice Inc.

    CloudChoice is a software consultancy based in Saint Catherines, Ontario. The company was established in 2015 and employs a team of about 6. Originally, they consulted and developed for the Freshdesk customer support platform. Over the course of their development, they've diversified their practice to accommodate more clients' needs. CloudChoice's services include custom software development, CRM consulting, IT strategy, software integration, and cloud consulting. 

    Notable Project

    CloudChoice executed a Freshdesk and Knowledge Base integration for an investment firm that provides asset management platforms to financial planners. They automated the ticket sorting process according to the client's needs, reorganized the client's help desk, and adjusted its visual features to match the website's branding. The client especially appreciated CloudChoice's responsive communication.

    "CloudChoice is a team of Freshdesk experts. We're now able to run reports, find patterns, and see exactly what types of tickets are coming in, when they're coming in, and who's resolving them." — Platform Manager, Investment Firm

    Former clients
    Carlato Gelato
    Culture Studio
    Smith Business School
    $ $ $ $ $
    equalizer $1,000+
    group2 - 9 Employees
    place St. Catharines, Canada
    5.0
    5.0
    1 Clutch review
  • 13

    Neuswyft Software

    Neuswyft Software is a consulting firm based in Burnaby, Canada with fewer than 10 employees.  Since 2015, they have offered IT strategy consulting, cloud consulting, and CRM consulting solutions to clients ranging from small businesses to large firms.

    Notable Project

    Neuswyft Software worked on a database backend for an EEG services company. The company needed their database to be more stable and efficient. Neuswyft Software made the database function more effectively.

    “We appreciated having in working in our time zone.” - Director of Operations, EEG Services Company

    Former clients
    WorksafeBC
    HSBC
    Caterpillar
    $ $ $ $ $
    equalizer $5,000+
    group2 - 9 Employees
    place Burnaby, Canada
    4.0
    4.0
    1 Clutch review
  • 14

    Meshroad Marketing

    Founded in 2018, Meshroad Agency is a digital marketing agency headquartered in Burnaby, Canada. Their team of 2 provides PPC, advertising, social media marketing, and SEO services to small business clients. Their clients typically reside in the retail, health care, e-commerce, and real estate industries. 

     

    Notable Project

    A real estate company enlisted Meshroad Agency for lead generation through their Facebook and Instagram to establish presence. They provided the client with a content creation, advertising, design, and execution on social channels. The client has received 90 leads since the project, which is a good turn-over-rate from before. 

    “We work well together with Meshroad, they're very flexible to our requests and take action in a responsive manner.” – Realtor, Real Estate Company  

    Former clients
    Sherezade Boutique
    Marina Baron European Design
    Sima Bayat
    $ $ $ $ $
    equalizer $1,000+
    group2 - 9 Employees
    place Surrey, Canada
    4.9
    4.9
    13 Clutch reviews
  • 15

    Softwared Solutions

    Softwared Solutions is a tech solutions provider based in Odessa, Ukraine, with offices in Ontario, Canada, and in Tallinn, Estonia. The provider, founded in 2016, has a team of less than ten that provides web development, custom software development, CRM consulting & SI, e-commerce development, and IT strategy consulting services. Softwared Solutions serves small and larger-sized companies in the retail, real estate, business services, and e-commerce industries.

    Notable Project

    An international consulting firm hired Softwared Solutions to develop their website. Softwared Solutions built the website from scratch, starting from initial design to implementation with configurations on the web. They completed the project, which enabled the firm to achieve their goals and attracted a significant number of visitors per day.

    "The most impressive thing about Softwared Solutions is their ability to look beyond and provide clients with what is right for them with minimum instructions." - Managing Partner, International, Consulting Firm

    Former clients
    Systemair MFG Inc.
    Fantech AB
    Atlanta.ua
    od.van.ua
    $ $ $ $ $
    equalizer $5,000+
    group10 - 49 Employees
    place London, Canada
    4.5
    4.5
    1 Clutch review
  • 16

    Purple Sales

    Purple Sales is a B2B lead generation and sales company headquartered in Toronto, Canada. Founded in 2017, their team of approximately 11 employees primarily serves small to midmarket clients in the IT and manufacturing sectors. Their services include email marketing, market research, and voice services.

    Notable Project

    Purple Sales conducts outreach for a real estate IT company. Their phone and email marketing efforts have led to valuable client acquisitions for the client. The company can attribute its gradual growth to the team's exceptional support.

    "They’re also very good at personalized email outreach, which they specialize in." — President, Legal CRM Developer

    $ $ $ $ $
    equalizer $5,000+
    group10 - 49 Employees
    place Toronto, Canada
    4.3
    4.3
    2 Clutch reviews
    Awards

    Climicals , Kirrk , deeploop

  • 17

    ElevatIQ Inc.

    Founded in 2015, ElevatIQ Inc. is headquartered in Buffalo, N.Y. with another location in Mississauga, Canada. With about 19 employees, they provide ERP consulting, CRM consulting, big data consulting, and SI services for midmarket and small businesses. They are focused on manufacturing, e-commerce, and retail industries.

    Notable Project

    ElevatIQ Inc. helped with IT consulting and provided a searching portal for a staff augmentation company. They worked on the requirements given to them. Their turnaround time was impressive, and they were on top of their work.

    "The turnaround time was impressive and they were always on top of things." –Team Lead, Staff Augmentation Company

    Former clients
    ACS Group
    $ $ $ $ $
    equalizer $25,000+
    group10 - 49 Employees
    place Missisauga, Canada
    4.0
    4.0
    2 Clutch reviews
  • 18

    Codewexy Digital

    Codewexy Digital is a digital firm based in Surat, India, and founded in 2012. Their team of more than 50 specializes in web development, digital strategy, and social media marketing solutions for small and medium-sized businesses alike.

    Notable Project

    Codewexy Digital developed a web and mobile app for a financial services company. The app was to be completed in less than half a year and involved the company transitioning from PHP 5 to PHP 7. So far, communication with Codewexy Digital has been smooth for the company.

    “They were always available on phone and chat. Our emails were replied timely.” - Director, Financial Services Company 

    Former clients
    Four Rays Management Pvt Ltd
    CHS online
    $ $ $ $ $
    equalizer $1,000+
    group50 - 249 Employees
    place ottawa, Canada
    4.5
    4.5
    1 Clutch review
  • 19

    Growth Geyser

    Founded in 2018, Growth Geyser is a CRM consulting and PPC provider based in Montreal. They specialize in Hubspot, Google Adwords, and Amazon Advertising. 

    Notable Project

    Growth Geyser assisted a granite supplier with lead generation strategy for Google Ads. They also did CRM integration. They delivered solutions quickly and communicated well. 

    "They were really smart about how to structure things." – Communications Manager, Granite Supplier

    Former clients
    Australia Broadband
    BookingTimes.com
    Blue Print Fitness
    ClixProfit
    $ $ $ $ $
    equalizer $1,000+
    groupFreelancer Employees
    place Montreal, Canada
    5.0
    5.0
    2 Clutch reviews
Tell us about your project
NEED HELP SELECTING A COMPANY?

Based on your budget, timeline, and specifications we can help you build a shortlist of companies that perfectly matches your project needs. Schedule a free consultation with a Manifest Analyst.

TELL US ABOUT YOUR PROJECT