Best CRM Software in Canada - Page 4

SuiteMaster – Modular ERP & CRM to Power Business Growth SuiteMaster is a cloud-based, modular ERP system built for small and mid-sized companies that want to run their entire business from one platform. Its flexible design lets you start with the essentials and expand as your needs grow—choosing from a wide range of integrated modules like CRM, Marketing Automation, HR, Accounting, E-Commerce, Inventory, Manufacturing, Project Management, and many more. Each module works seamlessly with the core platform, helping you eliminate the headaches and costs of disconnected tools. Real-time data sharing keeps every department aligned, whether your team is in the office or remote. With SuiteMaster, you can improve collaboration, automate routine tasks, and make faster, more informed decisions. The platform can be fully customized—from workflows and reporting to user interfaces—so it fits the way your organization operates. For partners, consultants, and resellers, SuiteMaster’s white-label program makes it easy to offer a complete ERP solution under your own brand. Ideal for industries as varied as manufacturing, retail, professional services, non-profits, education, and beyond, SuiteMaster delivers enterprise-grade functionality without the high costs—helping businesses work smarter, grow faster, and stay competitive.

ClientDeck operates as a comprehensive "client operating system," seamlessly integrating a variety of disconnected tools by unifying project management, client portals, proposals, invoicing, payments, file sharing, time tracking, and AI-generated client reports within a single premium workspace. In contrast to many other solutions, it offers global functionality with support for multiple currencies and various payment gateways like Stripe, PayPal, and Razorpay, while imposing no transaction fees since users can link their own merchant accounts. Additionally, every plan includes custom-branded client portals and invoicing features, beginning with a free option and progressing to paid tiers starting at just $9 per month, all without imposing fees based on the number of users. This innovative approach ensures that businesses can effectively manage their client interactions and finances in a streamlined manner.

Adaptive provides a comprehensive, user-friendly, cloud-based, customizable ERP with multiple cyber and fraud risk mitigation controls. * Enhanced Security: A unique database and encryption key per client. Access controls & permissions are built into every module. A special 2-Factor Authentication login that is close to hack-free * Streamline your business. * Adaptive handles all setup: No need for integrators Key Functionality: * Customised Dashboards * Messaging: internal & 3rd parties * E-Commerce with ERP * CRM * Client Relations * Ticketing * Issue Tracking * Document Management: Unlimited Folders & File Tags; Share files/ folders with teams, depts., stakeholders or 3rd parties. Find files in seconds with search by filter/tag * Portfolio & Project Management: Plannning, Skills, Capacity Utilitisation, RACI, Swimlanes, Gantt Charts, Patent-Pending Kanban-C & Dependencies, Critical Dependencies, ListViews, RFIs, Risk Registers, Time & Billing * Scheduling * * Accounting, Financial Statements, Finance & Risk * Automated Invoicing * Online Payments * Client & Purchase Orders * Inventory & Warehouse Management * MRP * Maintenance & Work Orders * Job Costing, Estimates & Quotes * Detailed Reporting * Multiple sector including: Manufacturing, Retail, Real Estate

GoldMine eliminates the headaches associated with many CRM platforms. Our interface is so familiar that your employees will feel at home. You will spend less time training and more time doing. Your CRM System is not something you should "rent". Instead, OWN it and save BIG. Many companies save up 70%. It's yours forever with one simple payment You can take control, save money, and have the assurance that you will never be "shut off". CRM is even more powerful when it is combined with other powerful apps. With one login, you can have universal access to the cloud option. Here are some of the most popular Add-On apps. It's your data, and you must protect it. We get that. We have partnered up with top hosting providers that can back up your data, protect it against intrusion, and comply with certain data storage practices.

Clear C2 understands that every company has different business needs. C2CRM was designed to allow you to select the functions that you require. Our CRM system is cost-effective and will grow with your company. C2CRM comprises four modules that can be combined to create a complete CRM solution: Customer Service, Sales Automation, and Marketing Automation. Our core module, the C2CRM Relationship Management module, is the basis of our solution. It contains all the logic required to manage your business relationships. With built-in dashboards and reports, you can see 360 degrees of your accounts, contacts, activity, and workflow automation.

Right Stage CRM, developed by Straight Talk Marketing, is an intuitive customer relationship management solution tailored for small businesses, individual professionals, agencies, consultants, and agile teams seeking organization without the burden of enterprise-level intricacies. This platform consolidates contacts, companies, notes, meetings, tasks, activity history, and sales pipeline management into a single interface, enabling users to effectively track relationships from initial prospecting to final customer conversion, manage follow-ups, and oversee both forthcoming and overdue tasks while maintaining a clear overview of customer interactions and sales performance. Additionally, Right Stage CRM offers features such as CSV imports, role-based permissions for Owners and Members, and multi-user access, making it ideal for businesses that have surpassed the limitations of spreadsheets and disjointed contact lists but do not require advanced automation, intricate workflows, or an extensive suite of sales technologies. It is a cloud-based system available in Solo and Team plans, with the latter accommodating up to five users, thus fostering collaboration and efficiency within small teams. The user-friendly interface and essential tools provide a seamless experience for managing customer relationships, ensuring that small businesses can thrive without being overwhelmed by unnecessary complexity.

SalesTarget.ai — AI-Powered Sales Intelligence Operating System Find & Enrich with 840M+ profiles. Validate contacts. Reach buyers on Email and LinkedIn. Close with a CRM built for salespeople — Power Dialer included. SalesTarget.ai is a Sales OS built for outbound-driven B2B companies, agencies, and modern revenue teams. It centralizes every stage of the sales workflow — from data intelligence and enrichment to outreach, pipeline management, and AI assistance — eliminating the need for multiple disconnected tools. At its core, the Intelligence Engine delivers prospecting power via 840M+ profiles, 150M+ company entities, 4,000+ data signals, and 50+ premium data providers — including real-time intent signals that surface in-market buyers before your competitors do. Key capabilities: Cold Email Outreach — smart sending, warm-up sequences, spintax & unified inbox Power Dialer — auto-sequential dialing directly from the CRM LinkedIn Automation — connection requests, InMail & multichannel drip sequences Built-in Email Validation — reduce bounces & protect sender reputation Integrated CRM — pipeline, deals, call logs, tasks & team collaboration AI Co-pilot — find leads, build sequences & launch campaigns via simple chat commands Intelligence → Enrichment → Validation → Email → Power Dialer → LinkedIn → CRM → AI Co-pilot. One platform. Infinite scale.

TicketSearch provides organizations of all sizes with the tools and support they need to sell tickets, register attendees, manage workshops and merchandise, accept donations, and manage customer relationships. TicketSearch provides two levels of service: the standard edition with features for all organizations, and the enterprise version, which offers additional services like marketing, phone sales and additional support. TicketSearch offers a customized box office solution that can be tailored to your team's needs. From managing ticket inventory to providing daily revenue reports and loading events, TicketSearch has it all. Virtual phone sales, distribution of tickets, and mailing of patron packages are all available. A dedicated sales and customer support representative will be assigned your account to ensure TicketSearch seamlessly integrates with your team.

Chatabox is an out of box cloud-based CRM that is fully scalable and user-friendly that starts from $6 AUD dollars per month. The software has seamless workflows and automation features that simplify the sales and lead management process. Multiple features include tracking and sharing contacts emails, attachments and appointment scheduling. You can also store and request quotes and proposals. Invoicing is possible with custom dashboards. Access the right information from anywhere, at any time, no matter where you are located. Our proven platform is intelligent and efficient, and can be customised to meet your needs. Reduce costs, reduce errors and increase productivity by creating efficient processes that meet your needs.

The waiting is over. A simplified CRM/ERP SaaS solution built for the 21st century has arrived! Introducing LionO360 business operations platform, the ultimate SaaS solution to run your business. Stop trying to stitch together multiple solutions to run your business, and having to deal with perpetual data reconciliation issues and manual work-arounds. With LionO360 CRM, you can easily manage your customer relationships, leads & pipelines, sales quota, cases, etc. Run your whole business operations with a unified ERP that includes Finance, Inventory, Purchasing, Warehouse Management, Analytics & Reporting, etc. Leverage out-of-box integrations to continue doing business with your existing vendor partners i.e., easy integration with Ecommerce platforms like NopCommerce, global logistics vendors like FedEx/UPS, common applications like DropBox/OneDrive/GoogleDrive etc. using the same unified CRM/ERP platform. Upgrading to LionO360 will streamline operations, increase agility, and ensure high-fidelity data. To learn how LionO360 can help drive your top & bottom-line growth, Contact us for a confidential discussion about the possibilities!

Tractivity stands out as the leading stakeholder relationship management (SRM) software in Europe, consolidating all one-to-one engagement and communication into a unified platform. Extensively utilised across both public and private sectors, Tractivity provides global organisations with the means to effectively manage projects while fostering trusted relationships with communities and stakeholders. Tailored to enhance efficiency and promote impactful stakeholder engagement, Tractivity addresses challenges such as siloed working, suboptimal engagement management, insecure data storage, and fragmented data. Empowering you with a comprehensive suite of tools, Tractivity enables the creation of influential communications. Seamlessly execute successful stakeholder engagement projects and consultations from inception to completion by leveraging a single source of truth.

Altitude CRM is an innovative AI-driven platform designed specifically for financial advisors to streamline client management, marketing efforts, and overall growth within a unified system. This comprehensive solution merges customer relationship management, marketing automation, and practice management functionalities into a single intelligent interface. Advisors can efficiently monitor all client interactions, set up automated follow-ups, and oversee their pipelines using Pathfinder AI. Key features of the platform encompass contact management, opportunity tracking, customizable workflows, integration with calendars and email, detailed reporting, and compliance tools. By utilizing Altitude, firms can enhance service consistency, boost operational efficiency, and identify growth opportunities that may be lurking within their data. Additionally, the platform offers secure document storage, integrated analytics, and advanced automation capabilities, fundamentally changing the way advisors organize their tasks, engage with clients, and expand their businesses, ultimately leading to a more productive work environment.

ConWize, a cloud-based platform that assists construction companies in estimating projects more accurately and winning more tenders, is ConWize. Estimating construction projects can be time-consuming and complex. Errors that are not corrected can lead to lost tenders or a reduction in budget during the execution phase. ConWize makes it easier to bid and estimate during the tender phase. This protects your company from critical mistakes so you can win more tenders and make them profitable. We offer: ALL-IN-ONE BIDDING & ESTIMATING PLATFORM TO TENDER DEPARTMENTS Tenders pipeline management, subcontractors bid automation, advanced estimating instruments, indirect costs, profit loading tools, Tender KPI Analytics, and many more. MANAGE EXECUTION AND ESTIMATE PROJECTS IN ONE PLATFORM We know that profitability is the most important factor in projects. ConWize's precontract management module seamlessly links the execution and tender phases to maximize control and project monitoring.

The CRM Firmao software will allow you to create a customer database which will allow you to reduce the time it takes to acquire customers, increase conversions at all stages of the sales process, and efficiently and comprehensively service your existing customers. Firmao is a tool that helps to manage the sales department's work, including the sales funnel. It also acts as a contact centre for customers who are regular customers of the company. Simple management of your customer base Multiple Opportunities - - Automating the sales process - Increasing sales volume - Effective contact with customers - Comprehensive customer service - Execution orders for customers It is used in companies that require regular contact with leads and contractors. Firmao's CRM software can be used to plan dynamic development. Firmao's CRM software is simple and fast to implement. It takes approximately 1-2 weeks.

Boost your dealership's sales potential with AutoRaptor, the most user-friendly yet robust automotive CRM available today. This innovative platform equips dealerships with state-of-the-art productivity and automation features, allowing your team to engage with leads quickly and transform them into dedicated customers. Our all-encompassing CRM solution is designed to enhance your marketing efforts, improve communication efficiency, and foster customer loyalty. With smooth integration into your current systems and exceptional support from leading training professionals in the industry, AutoRaptor guarantees that you will maintain a competitive edge. Experience the unique blend of power and ease that AutoRaptor offers—book a demo now and explore how we can propel your dealership toward greater success while also improving your overall operational efficiency.

Transform your contact center operations with CallTools—an innovative cloud-based platform that unifies inbound and outbound dialing for maximum efficiency. Enhance agent productivity and foster stronger customer relationships with robust features like predictive dialing, call recording, and integrated multi-channel campaigns for email and SMS. Gain a holistic understanding of team performance through comprehensive analytics and real-time reporting tools. With flexible integrations, streamlined queue management, and customizable IVR options, CallTools simplifies workflows and delivers superior call outcomes. Optimize your connection rates using advanced data targeting and dynamic caller ID tools. Designed with an intuitive interface, CallTools empowers teams to handle even complex tasks with ease.

The best email client for Windows or macOS will boost your productivity and increase your email efficiency. eM Client is a fully featured email client that has a simple and clean interface. It offers features for tasks, calendars, online meetings, contacts, notes and chat. Schedule online meetings with integration with Zoom, MS Teams, Google Meet and more. Use cloud attachments to keep control over your files via Dropbox, Google Drive etc. eM Client is compatible with every email service that can use IMAP, POP or Exchange Web Services protocol. This email client is compatible with Google Workspace, Microsoft 365 Outlook, Exchange, and many more. eM Client improves email communication for both professionals, businesses and home users. It includes advanced features such as server-side search, instant message translation, "Snooze" and "Watch for replies", synchronized tags, and easy email encryption (PGP/S/MIME). Ensure privacy with automatic blocking of mail-tracking pixels. You can also customize the look and available features to make sure it works best for your specific needs - create your own theme or select one of the pre-set ones, customize your toolbar, shortcuts and message list.

EventTitans is an event management and engagement platform that can host virtual, in-person or hybrid events. You can host many events including business/corporate events and fundraisers, galas, social events, auctions, tradeshows, and more. We offer exceptional pre-event self-onboarding and cancellation processes to speakers, sponsors, and attendees. This allows us to stand out from the rest and reduces administrative work and expenses. Our event ticketing website provides all information about the event as well as pre-event engagement features. This starts the journey of an attendee. We are a one-stop event platform for hybrid events, offering self-check-in with badge printing as well as 3D virtual experiences for virtual attendees. We are a sponsor-centric platform that offers more than 10 engagement features, as well as a lead generation magnet with video chats.

Clarity CRM, Claritysoft's flagship product, is a unique combination of simplicity, utility and flexibility. Clarity CRM offers powerful marketing automation, sales automation, and customer service tools in an intuitive, fully customizable interface. Clarity CRM was built with a strong focus on usability and designed to improve user adoption and increase user satisfaction. Clarity CRM offers enterprise power and functionality at a fraction the cost.

When evaluating administration tools, the most crucial question is what actual business problems they solve. ToogleBox was developed specifically to address the real-world, day-to-day challenges faced by Google Workspace Super Admins—such as neutralizing malicious emails, correcting outdated directory data, and fixing complex group misconfigurations. ToogleBox is a modular toolkit built to solve these specific problems with a transparent pricing model of $4/user/year per module, or $12 for the entire suite. Module 1: Email Damage Control: Execute domain-wide queries via the Gmail API to bulk-delete phishing emails across all mailboxes in seconds. Includes deep e-Discovery and internal email recall for mistakenly sent emails. Module 2: User Directory Management: Automate onboarding and offboarding, enforce standardized email signatures domain-wide, and centrally manage vacation responders. Module 3: Contacts & Groups: Replace manual tasks with attribute-based automation to dynamically update distribution lists. Sync external entities as shared contacts while automatically purging obsolete ex-employee data. Module 4: InfoBox: Bypass outdated, messy intranets. Deliver targeted internal communications directly via our Web and Mobile Apps—even reaching external contractors who don't have a corporate Google license. ToogleBox runs natively on Google Cloud Platform (GCP) . The platform seamlessly integrates using the Google Workspace Marketplace API, Admin SDK, Gmail API, People API, and Calendar API. Security is our priority. We undergo rigorous annual penetration testing with TAC Security and utilize Veracode for continuous SAST, DAST, and SCA scanning. ToogleBox is CASA Tier 3 Certified and fully GDPR compliant.

Buildertrend is the leading residential construction project management software trusted by home builders, remodelers and specialty contractors. Since our start in 2006, we’ve given contractors the tools to control their projects while bringing efficiency, organization and seamless communication to their businesses. Builders can manage jobs, sales, finances, materials, client relationships and more with one convenient software – allowing time to take on more jobs without the added headaches. Today, more than a million users spanning 100 countries have chosen Buildertrend for real-time collaboration on their construction jobs. Our platform empowers builders to accomplish more projects while decreasing delays, minimizing costly mistakes and ensuring client satisfaction. Buildertrend also provides each customer with the opportunity to have unlimited training with the ability to integrate with other software like QuickBooks, Xero, HubSpot, Salesforce, Gusto, The Home Depot’s Pro Xtra loyalty program and GreenSky.

Are you looking to increase your sales? Do you want to improve customer relationships? Are you interested in contributing to the fastest-growing open source project on GitHub YetiForce is completely free to use. You can manage 12 business processes within your company with YetiForce's assistance, regardless of its size. YetiForce's open-source code was released under a flexible and generous license. This has created a large and active community for the project. It doesn't matter if your profession is in programming or if you just enjoy software development. Get YetiForce free of cost and discover why more than 250 000 people already use it.

The Deepest Digital Adoption Platform Chameleon is a sophisticated no-code platform for product success, empowering SaaS teams to build self-service user onboarding, feature adoption, and feedback collection. PMs, PMMs, and CSMs can build, manage and improve product experiences for your web application without writing code. Increase activation with product tours, boost adoption with tooltips, get user feedback with surveys, and offer guidance with checklists. Simple to get started, but with deep configuration available • Use your own fonts • We automatically pull styles from your product • Adjust anything with custom CSS • Fine tune any element with your own custom CSS • Configure templates • Save templates to make it easy to build on-brand

Queue-it empowers the world's biggest brands to deliver on their busiest days. The virtual waiting room lets you control online traffic in high-demand situations to deliver superior experiences and treat visitors fairly. When online visitors exceed your capacity, they are redirected to a customizable waiting room and then throttled back to your website or app in a controlled first-come, first-served order. Additionally, the virtual waiting room gives you full control over traffic inflow to your site & app, acting as a security checkpoint where you block bots & abuse. You can validate customers based on unique identifiers like user ID or email address, ensuring only verified customers access your products. And enhanced analytics give you insight into the quantity & quality of your traffic so you can adapt bot mitigation for your next sale.

Tracker is a cloud-based, all-in-one sales CRM and recruitment system that helps you to grow your business. Tracker is ideal for all types of staffing and consulting firms. It helps them grow by building better relationships. Tracker streamlines the entire process of recruiting, from candidate sourcing and placement to employee onboarding. This increases recruiter, candidate and client success.