Best CRM Software in Canada - Page 4

1CRM is a highly customizable All-in-One CRM built for comprehensive management of small-to-medium businesses. Its core strength is the integration of order management (quotes, invoices, product catalog, purchase orders, inventory tracking and more), customer service and project management within a unified CRM framework.

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.

Project and service management software designed for the mid-market. Improve your project and service delivery as well as reporting and profitability with TimeLinx PSM. You no longer need to manage multiple applications. Integrating CRM and TimeLinx PSM (Project and Service Management) with accounting creates a seamless process from marketing to billing. TimeLinx PSM solutions provide transparency, access and control throughout the entire customer lifecycle, from lead management to project delivery. TimeLinx PSM applications allow departments to connect and break down information silos. They also provide detailed reporting through your ERP system. All employees, from sales to senior managers, have permission-based access that allows them to view comprehensive information and data. This helps to eliminate silos and improve overall efficiency.

TorkeHub, an AI-powered CRM platform and automation tool, is designed to streamline business processes and boost customer engagement. It provides comprehensive contact and leads management. You can organize customer information and track interactions to nurture leads. The sales pipeline feature allows you to visualize and manage your entire sales process. Task management ensures that tasks are assigned and tracked efficiently. TorkeHub has powerful automation capabilities, including email automation for autoresponders and campaign scheduling. Workflow automation is also available to save time and eliminate errors. AI-driven insights on the platform provide valuable data to help make informed decisions. TorkeHub offers dedicated customer service to answer any questions and ensures data safety with robust encryption. Ideal for businesses looking to streamline operations and increase growth.

Solid Performers CRM is a Pre & Post Sales Management CRM that is fast growing and can be used for any business need. We are an ISO 27001: 2013 Certified Company for Data Security and Maintenance. Our State of the Art Cloud Infrastructure is supported by Amazon Web Server, which allows us to provide the highest level of service availability, sustainability, and reliability 24 hours a day. We are committed to "Delivering Excellence" at every moment. Solid Performers CRM is one the few SAAS CRM software that can perform multiple functions, including lead management, client management, client followup management, lead to client conversion in one click, proposal management, proforma invoice management, invoice management, product management and many other functions.

Digital business cards are conveniently accessible on the home screens of mobile devices, the most coveted space in today's business landscape, ensuring you always have your cards handy to avoid the awkwardness of explaining their absence, which can result in missed connections or opportunities. Updates to your card can be made instantly and will be visible to anyone with your card, improving the likelihood that they can contact you promptly without the delay of awaiting new printed versions. Each card can be tailored to reflect your personal style, guaranteeing that they impress everyone who views them and leave a lasting first impression. Additionally, by opting for digital cards, you not only reduce the expense associated with printing physical cards but also contribute positively to environmental sustainability. Ultimately, this modern approach to business networking allows for greater flexibility and efficiency in maintaining professional relationships.

All-in-one operational software built by and built for commercial contractors - from service to projects and everything in between! Make Data-Driven Decisions With automated real-time reporting, your data works for you. Managers can identify trends, monitor technician progress, and discover revenue opportunities. Give Customers an Amazing Experience Speed up the customer approval process with full job history. Attach photos, videos, PDFs, and custom forms directly to the work order so there’s no question on the work that’s been completed. Seamlessly Connect Your Office and Technicians Increase productivity and reduce errors. BuildOps automates work orders, customer data, invoices and more — from office, to field, and back again. Whether you're looking for commercial HVAC software, electrical software, or plumbing software, BuildOps can scale your operations with better communication and coordination. BuildOps boosts your revenue, maximizes profits, and improves communication between field and back-office.

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.

Dealership CRM is a Smart, simple CRM software to support motorcycle and powersports dealerships. Our powersports CRM software makes it easy to build stronger customer relationships, sell more units, and save time. Keep in touch with your customers by sending them automated service reminders via email or text. Organize all your customer information in one place. You can track conversations and know the history to deliver more personal experiences. Tracking prospects and your sales team to win more deals. Leads flow through your sales pipeline. You can either take advantage of our existing pipelines (Showroom, Website, and Phone Calls) or make your own to fit your dealership. You can take control of your deals by tailoring your pipeline to suit your needs. You can quickly spot deals that need your attention and those you are about to land. You'll be able to collaborate with your favorite apps, with 870+ integrations such as Shopify, WordPress, Zapier, and more, to have all the tools you need.

Repfabric is a customer relationship management (CRM) software that seamlessly integrates with your email, offering comprehensive contact, calendar, and deal-tracking capabilities. Envision effortlessly monitoring your commissions from CRM to sale, eliminating the need for lengthy computer sessions entering the week's activities on Friday afternoons. With Repfabric, you can update all your information straight from your mobile device after each call. Quickly document sales calls using voice-to-text within 60 seconds while the details are still fresh in your mind. Review client interactions and opportunities by accessing account activities, and obtain sales figures and trends by the manufacturer directly from the mobile app. Unexpectedly free due to a canceled sales call? No worries. Utilize the Nearby feature to locate the nearest client and maintain face-to-face productivity. Our full-service customer care team ensures a smooth and hassle-free transition, allowing you to concentrate on expanding your business. Our skilled data team, with extensive experience in common CRMs and older commission platforms, takes care of the heavy lifting so you can focus on what matters most.

CollabCRM streamlines the daily functions of IT firms by integrating recruitment, project management, sales, and HR teams into a single cohesive unit, thereby reducing the friction caused by switching between various tools, enhancing collaboration among team members, and providing leaders with immediate insights to effectively steer their operations. Key features include: 1. Unified Platform: Consolidate recruitment, HR, sales, and project management into one interface, minimizing reliance on a variety of disconnected applications. 2. Team Collaboration: Facilitate effortless communication and alignment of tasks among different departments, which accelerates project timelines and diminishes obstacles. 3. Workflow Transparency: Access comprehensive operational insights through real-time data analytics and dashboards, equipping leaders to make informed choices. 4. IT-Centric Design: Specifically tailored for IT companies, CollabCRM tackles the distinctive hurdles posed by intricate workflows and the challenges of scaling businesses. If you have any inquiries or wish to learn more, don’t hesitate to reach out to the team or arrange a demonstration to see the product in action. Additionally, engaging with the CollabCRM community can provide further insights into maximizing its capabilities for your organization.

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.

Oracle NetSuite is the #1 AI Cloud ERP, designed to bring together financials, operations, CRM, ecommerce, and analytics into one unified business management suite. Unlike traditional ERP systems, NetSuite leverages built-in AI that learns from your company’s data, providing intelligent recommendations and reducing reliance on guesswork. With over 42,000 organizations already using it, the platform supports companies of all sizes, from fast-growing startups to global enterprises. Its ERP and accounting modules simplify compliance, automate reporting, and accelerate month-end close processes. Meanwhile, its CRM and HCM solutions improve workforce engagement and customer relationships. NetSuite also delivers advanced capabilities in professional services automation, omnichannel commerce, and analytics, ensuring real-time decision-making. Because it is cloud-based, businesses gain scalability, cost efficiency, and a single source of truth across all operations. With consulting, education, and partner programs, Oracle NetSuite provides end-to-end support for digital transformation journeys.

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.

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.

Stop trying to manage multiple tools. Freshworks CRM, formerly Freshsales and Freshmarketer, is now AI-powered. It gives you a 360-degree view of your prospects and customers, with the combined power and efficiency of marketing automation, salesforce automation, chat and telephony. Freshworks CRM powered by Freddy AI helps you discover the best leads, increase customer engagement, close deals, and nurture your existing customers with a smart, comprehensive system. Freshworks CRM gives your sales team access and control over a better CRM. Freshworks CRM is a feature-rich CRM and lead management tool that empowers high-velocity sales team members to win more sales opportunities and take the guesswork and work out of sales. The platform includes built-in phone, email, task management and appointments, notes, user behavior tracking and reporting, as well as reporting and deal management. You can have conversations that are contextual. Increase your chances of securing more business opportunities. Attract visitors and convert them into leads.

TigerLRM is a CRM with built-in Sales Enablement. We include tools for Content Management, Training & Coaching, and more, plus our mobile app.

Qomon is the Supporter Activation Platform trusted by more than 1,500 organizations in 70 countries. We transform contact lists into clear outcomes: volunteers who show up, new donors who give, and campaigns that scale. Qomon is easy to use, privacy-first, and secure. We provide the infrastructure to help political and nonprofit organizations mobilize online and in the field. With Qomon, organizations stop losing momentum, achieve their missions and contribute to a future that reflects their vision. Our goal is simple: to power mission-driven orgs with modern infrastructure that activates their supporters so they can maximize their impact. Qomon is a certified B Corp, with headquarters in Paris & DC.

Introducing Userback, the leading user research platform tailored for small teams dedicated to gaining deep insights into user behaviors and enhancing product development. Userback provides the tools to capture feedback in a visually enriched format, along with metadata, to offer a profound understanding of user sentiment and actions through in-app surveys such as NPS, CES, and CSAT metrics. With Userback, you can enrich feedback context by diving into detailed session replays. Effortlessly segment users and monitor their interactions right from the point of login. With the ability to target specific user segments for personalized surveys, you can gain a comprehensive overview of user experiences from initial trial to potential churn. Elevate your brand image through customized feature portals, public roadmaps, and a centralized feedback hub that not only streamlines processes but also significantly boosts closure rates. Worried about coding? No problem at all! Start your journey promptly with a user-friendly browser extension, designed for internal quality assurance and meticulous bug tracking.

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

Smartlook is a mobile analytics solution that helps websites and apps to understand the whys behind users' actions. It has helped over 300,000 companies of all sizes and industries. You can eliminate the guesswork and find real, actionable reasons. Smartlook offers a unique way to understand user behavior at the micro-level. Smartlook's always-on visitor recordings allow you to see every visitor on your website or app. Automatic event tracking allows you to track how and when your visitors do certain things. To see conversion rates and uncover why people are churning, you can create conversion funnels. Heatmaps for websites provide mass data about where people click, scroll and hover on your pages. Smartlook was ranked among the Top 100 Software Products in 2019 G2 Crowd Awards. It serves customers such as O2, Miele and Hyundai. It can also record Unity-engine games.

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.