Top 10 CRM Consultants in Canada

Customer relationship management is undeniably one of the most crucial aspects that companies need to succeed. Effectively managing the relationships you have with your clients is a great way to ensure your business always has a stream of cash as well as good reputation.

And in today’s tech-savvy world, businesses are finding new ways to keep in touch with their customers and enhance the relationships they have with them thanks to customer relationship management (CRM) software. CRM plays a crucial role in helping organizations organize, track, and manage their customer data and interactions.

However, implementing and optimizing a CRM solution is no easy feat. This is where CRM consultants step in, offering expertise that ensures businesses can leverage their CRM systems to the fullest.

Canada, with its thriving tech and consulting sectors, is home to some of the best CRM consultants in the world. Whether you are looking for an industry-specific CRM implementation or require ongoing support, finding the right CRM consulting firm is key to maximizing the value of your CRM investment.

In this blog, we will explore the top 10 CRM consultants in Canada and provide insights into the types of CRM software available and the state of the CRM consulting industry.

Types of CRM software you can choose from

Before choosing a CRM consultant, it’s essential to understand the different types of CRM software on the market. Your choice will depend on the unique needs of your business, including factors such as the size of your company, the complexity of your sales processes, and your industry. Broadly, CRM software is categorized into three main types:

Operational CRM

Operational CRMs are designed to streamline and automate business processes involving customer interactions. These systems help businesses manage their sales, marketing, and customer service operations. For instance, a sales team can use an operational CRM to track leads and manage their pipeline, while the customer service team can monitor support cases. Examples include Microsoft Dynamics 365, Salesforce, and HubSpot CRM.

Analytical CRM

Analytical CRMs focus on gathering and analyzing customer data to provide actionable insights. These systems help businesses make data-driven decisions by providing valuable information about customer behavior, preferences, and trends. Companies using an analytical CRM can analyze sales data to identify the most profitable customer segments or forecast future sales trends. Solutions like SAP, Zoho Analytics, and Microsoft Dynamics 365 are known for their analytical capabilities.

Collaborative CRM

A collaborative CRM is designed to improve communication and coordination between different departments, such as sales, marketing, and customer support. These systems ensure that everyone in the organization has access to the same customer data, making it easier to provide a unified customer experience. Collaboration is key in industries where cross-functional teams must work together to address customer needs. Examples include Zendesk and Freshworks CRM.

Understanding the types of CRM software is just the beginning. Implementing these systems to achieve maximum value requires careful planning and the expertise of CRM consultants who can guide you through the process.

The state of the CRM consulting industry in Canada

The CRM consulting industry in Canada has grown significantly over the past decade, largely due to the increasing demand for cloud-based and AI-powered CRM systems. Companies of all sizes and industries are looking to adopt CRM solutions to enhance their customer experience, streamline operations, and drive revenue growth.

The shift towards digital transformation has also accelerated the demand for CRM consultants in Canada. Businesses are no longer just looking for basic CRM functionalities; they want advanced tools that can integrate seamlessly with other business systems, provide actionable insights, and facilitate automation across various departments.

Consultants in this space are not only expected to be proficient in CRM platforms like Microsoft Dynamics 365, Salesforce, and HubSpot, but also need to offer expertise in integrating these systems with AI, marketing automation, and data analytics tools.

Canada is home to a diverse range of industries that rely heavily on CRM solutions, such as financial services, manufacturing, healthcare, retail, and professional services. As these sectors continue to evolve, the need for industry-specific CRM solutions is driving further growth in the consulting industry.

Canadian CRM consultants are increasingly offering customized solutions that are tailored to the unique needs of businesses operating in these sectors.

Top CRM consultants in Canada

Now that we’ve covered the basics, let’s dive into the top 10 CRM consultants in Canada who can help you implement the right solution for your business.

Gestisoft

Montréal, Québec

51 – 200 employees

Gestisoft is one of Canada's leading CRM consultant and ERP consulting firms, with a strong presence in Montréal, Québec. For over 20 years, Gestisoft has helped businesses optimize their customer relationship management through the implementation of Microsoft Dynamics 365.

Their team of experts works closely with companies across a variety of industries, including manufacturing, distribution, and professional services. By tailoring CRM solutions to each client’s specific needs, Gestisoft has earned a reputation for delivering transformative results.

Whether you are looking to streamline your sales processes, improve your customer service operations, or automate your marketing strategies, Gestisoft offers comprehensive solutions designed to improve your business outcomes.

Alithya

Montréal, Québec

1001 – 5000 employees

With offices across Canada, Alithya is one of the largest consulting firms specializing in CRM solutions, particularly with Microsoft Dynamics 365 and Salesforce. Alithya’s CRM consultants are known for their industry-specific expertise, serving sectors such as healthcare, finance, and manufacturing.

Their approach combines a deep understanding of CRM platforms with a strong focus on helping clients achieve their business goals. Whether you need a simple CRM implementation or a complex, multi-layered solution, Alithya has the experience and expertise to deliver.

Their commitment to ongoing support and optimization ensures that businesses can continually evolve their CRM systems to meet changing market demands.

Hitachi Solutions Canada

Toronto, Ontario

201 – 500 employees

Hitachi Solutions Canada is a global player with a strong footprint in the Canadian CRM consulting market. As a Microsoft Dynamics 365 Gold Partner, Hitachi Solutions has a proven track record of delivering comprehensive CRM solutions that enhance customer engagement and streamline business processes.

Their expertise spans a variety of industries, including retail, manufacturing, and financial services, where they help organizations transform their operations using Dynamics 365. With a focus on integrating CRM with other enterprise systems, Hitachi Solutions provides end-to-end solutions that improve efficiency and drive business growth.

Encore Business Solutions

Winnipeg, Manitoba

51 – 200 employees

Winnipeg-based Encore Business Solutions has been helping Canadian businesses implement and optimize Microsoft Dynamics 365 CRM and ERP solutions for years. As a certified Gold Partner for Microsoft, Encore has extensive experience in implementing customized CRM solutions that enhance sales, marketing, and customer service operations.

Whether you’re a small business looking to adopt your first CRM system or a large enterprise needing a sophisticated solution, Encore offers a tailored approach to meet your specific needs. Their CRM consultants work closely with clients to ensure that CRM systems are aligned with overall business strategies.

CloudKettle

Halifax, Nova Scotia

11 – 50 employees

CloudKettle, headquartered in Halifax, is a CRM consulting firm that specializes in Salesforce implementations and optimizations. As a Salesforce Partner, CloudKettle works with businesses across industries to help them grow revenue, manage their customer data more effectively, and drive deeper engagement.

Known for their work with enterprises in the financial services, SaaS, and high-tech sectors, CloudKettle delivers high-quality CRM solutions focused on improving the performance of sales, marketing, and customer service teams. Their ability to scale CRM systems while focusing on data security and governance makes them a standout choice for businesses looking to optimize their Salesforce investments.

BDO Canada LLP

Montréal, Québec

1001 – 5000 employees

As one of Canada’s leading professional services firms, BDO Canada LLP provides CRM consulting services as part of their broader digital transformation offerings. BDO specializes in Microsoft Dynamics 365, helping businesses implement and optimize CRM solutions that improve customer engagement and streamline sales and marketing efforts.

Their CRM consultants bring industry-specific knowledge to the table, offering tailored solutions for sectors like retail, manufacturing, and financial services. BDO’s focus on delivering measurable results ensures that your CRM system not only meets your current needs but also scales with your business.

Sherweb

Montréal, Québec

1001 – 5000 employees

Quebec-based Sherweb is known for providing a wide range of cloud solutions, including CRM consulting services with a focus on Microsoft Dynamics 365. Sherweb’s approach to CRM implementation is built around helping businesses simplify their operations and improve customer relationships.

Their cloud-based CRM solutions offer scalability, flexibility, and robust security features, making them ideal for businesses looking to stay competitive in today’s fast-paced environment. Sherweb’s team of experts works closely with clients to ensure that their CRM systems are optimized for maximum performance and integrated seamlessly with other business tools.

Velosio Canada

501 – 1000 employees

Velosio, a leading Microsoft partner with operations in Canada, offers CRM consulting services that help businesses leverage Microsoft Dynamics 365 to improve customer engagement and streamline operations.

Velosio’s team of CRM consultants brings extensive experience across industries like healthcare, professional services, and manufacturing. By providing industry-specific CRM solutions, Velosio ensures that businesses can maximize the value of their CRM investment. Their services include everything from initial implementation to ongoing support and optimization, making them a go-to partner for businesses looking to transform their customer relationship management processes.

Purely CRM

Vancouver, British Columbia

51 – 200 employees

Based in Vancouver, Purely CRM focuses exclusively on Microsoft Dynamics 365 CRM. Their specialization allows them to deliver in-depth expertise and personalized solutions tailored to each client’s specific needs.

Purely CRM serves a diverse range of industries, including real estate, financial services, and professional services, helping businesses improve customer management processes. Their team of CRM consultants works closely with clients to design and implement CRM systems that align with business goals, resulting in better customer relationships and improved operational efficiency.

F12.net

Edmonton, Alberta

201 – 500 employees

F12.net, headquartered in Alberta, offers CRM consulting services with a strong focus on cloud-based solutions, particularly Microsoft Dynamics 365. F12.net helps businesses implement CRM systems that improve customer relationship management, boost operational efficiency, and ensure data security.

Their managed services ensure that businesses can focus on growth while leaving the complexities of CRM management in capable hands. F12.net’s scalable solutions are ideal for companies looking to stay agile and responsive in a rapidly changing market.

Conclusion

Selecting the right CRM consultant is a critical step in ensuring that your CRM system delivers the results your business needs. Whether you're looking for a basic implementation or a fully customized solution, these top CRM consultants in Canada offer the expertise required to make your CRM investment worthwhile.

With the right CRM consultant by your side, your business can improve customer relationships, drive revenue growth, and stay competitive in an increasingly digital world. If you want to know more about CRM solutions and their implementation, then contact our experts at Gestisoft. You can also check out our blog on the Top 10 ERP Consultants in Canada.