The Best CRM Software in Canada for 2024

The best CRM software is a must-have, as there’s no good business without smooth onboarding and good customer service. An efficient CRM can supercharge your growth and help you upsell and build customer loyalty.

We’ve done the hard work for you to find and review the best CRM software in Canada – read on to learn more.

Best CRM Software in Canada 2024

 

Monday.com – Best CRM software for flexibility and ability to scale

Monday.com is one of the best CRM tools, and it’s a fantastic email marketing tool. Integrating your email with your Monday.com account allows you to automatically log messages, keep track of interactions, and use personalized email templates to save time.

Generating emails is simple, too. All you have to do is enter a subject line, and Monday.com’s AI tool will suggest relevant templates.

For instance, if your subject line has the keyword “proposal,” then Monday.com can automatically pick the best proposal-related template for you. You’ll then just need to edit the custom fields provided, and it’ll be good to go. The content generation and optimization tools aren’t just limited to emails, either.

If you’ve jotted down notes during a meeting with a client, you can use Monday.com’s content AI to quickly summarize the information and provide a precis of the most important details. What’s more, it can transcribe your call recordings so your communications are fully searchable.

We do feel, though, that Monday.com could improve customer communication by adding call management. Freshsales, for example, comes with a built-in phone service, helps you buy business and toll-free numbers for your company, and offers a range of additional call management features.

That said, Monday.com’s lead management offers some excellent automation features. For instance, when a new lead comes in, it automatically gets assigned to a suitable sales rep, fast-tracking your responses – so if you’re looking for the best CRM for marketing automation, Monday is a great choice.

You’ll also get notified every time a lead opens your email so you can track the best time to contact them again with another proposition. It’ll also set reminders for upcoming tasks. In short, Monday.com ensures you’re never late with your leads and are always at the top of your game.

Thryv – Best all-in-one CRM for small businesses 

Thryv’s CRM features are available under Thryv Business, which is perfect for people looking for a comprehensive plan.

You get an estimate and invoice tool, for example, that can be used to send out professional quotes and bills to clients. Your clients can even choose to pay directly through Thryv, as it supports payment processing.

For the price of the CRM tool, you’ll also get access to its SMS, email, and social media marketing features. This lets you manage all your posts and customer interactions in one place, so you don’t have to hop from one app to another to collect customer updates.

Having all your customer interactions in one place helps you respond faster and with the certainty that you have all the relevant information in hand.

The CRM tool itself is strong. You can create custom profiles for each client, recording their contact details and likes and dislikes. You can also add tags to every profile and the associated payments and files so you can quickly locate them.

Depending on the plan you pick, you’ll also have access to Thryv’s cloud storage, which starts at 20 GB and has the option to upgrade to unlimited storage.

Since Thryv doesn’t have separate CRM plans, it’s quite expensive compared to its competitors on this list. Monday.com’s cheapest plan starts at $8/seat/month, while Thryv’s cheapest package with CRM functionality starts at $199/month per location.

If you consider the benefits it offers, though, and calculate the cost of purchasing these features as separate tools, you’ll likely come to the conclusion that Thryv is actually good value for money.

Freshsales – Best for unified CRM sales boost

Freshsales is the perfect platform for those who want to communicate with their customers over the phone. It comes with a built-in phone system, and you can buy local and toll-free numbers from all over the world so your customers can easily contact you.

The call recording facility is one of the best parts of Freshsale’s call management features. You can keep a copy of each conversation to help improve the customer experience or, if needed, to defend the company in disputes in the future.

Other calling features include call masking, which lets you hide your original number, warm call transfers (transferring calls to another agent after giving them context), and holiday routing, which lets you divert calls to voicemail or different numbers during holidays.

Another way to interact with customers is through live chat. Freshsales has a live chat widget that you can embed on your website. This chatbot can send automated replies to engage customers before a live agent is ready to take over.

Subscribers also benefit from Freshsales’ sales pipeline management features, including a contact scoring tool, which will help identify which leads are most likely to close, so you can allocate resources to the right accounts.

The rotten deals tool, meanwhile, notifies you when deals have stagnated past a certain period, and there are slim chances of it closing. This stops you from wasting time and money on dead leads – making Freshsales one of the best CRMs for small businesses that don’t have resources to waste.

If there’s one drawback, it’s that Freshsales is lacking in automation features, which are broken out into the Freshmarketer product.

NetSuite CRM – Best for Gauging Buyer Readiness

NetSuite CRM neatly divides its tools to cater to every department involved in customer relationship management. This includes the teams reaching out to leads and executing the marketing and sales strategy and the customer support team taking care of after-sales service.

The buyer-readiness marketing feature, for example, is used to qualify leads and indicates whether a lead is likely to be ready to do business with you.

This feature differs from Freshsale’s contact scoring, which is used to convert cold leads into active leads, while buyer-readiness is intended to gauge the interest of already active leads. Once a cold lead meets buyer-readiness conditions, which you can customize, it can be automatically transferred to your main sales pipeline.

Similarly, in the sales stage, Netsuite CRM centralizes and unifies customer management processes so your team can quickly access every lead’s file. You can use this information to upsell existing customers and forecast expected orders.

NetSuite also extends support by helping you provide post-purchase service to your customers with an online portal for your customers to file and manage queries. They’ll also be able to track their cases online, ensuring your team isn’t bombarded with emails from angry customers.

The CRM comes with a huge range of features, and it ties closely into NetSuite’s ERP (Enterprise Resource Planning) module, including order management, inventory tracking, and accounting.

Smaller businesses may find the feature set overwhelming, but it’s a great option for large firms that are willing to pay for a comprehensive tool. It doesn’t have fixed prices, so you’ll need to get a custom quote – this ensures you’ll only pay for the features you use, however.

Salesforce CRM – Best value for money for small businesses

Salesforce provides its marketing CRM features in the Salesforce Customer 360 package and is best known for its AI capabilities.

It has a built-in, multi-functional AI bot called Einstein, which can serve as a personal assistant. If you need to find a customer’s profile, for example, you can give Einstein the file name, and it’ll dig it out for you.

It also works for subjects that don’t have existing reports in the system. You can ask, “How many customers responded to the last email campaign?” and it’ll comb through your database and find the answer.

Einstein can also help you create personalized emails for your customers. Every single customer will feel like you’ve handcrafted a message for them, but you’ll save tons of time by not having to manually write the messages.

Another benefit to using Salesforce’s AI tools is that they can help you target the best customers. It’ll go through all your leads and tell you which deals have the highest revenue potential. You can then allocate your resources accordingly to focus on closing them.

The only thing you might not like about Salesforce is the site interface – it can be a little tricky to find what you’re looking for. Once you’re past that, it’s seamless from there on, though.

Salesforce can also help you build an interactive hub for your team. It integrates with Slack and syncs in real time, so if a user marks progress or updates a task on Salesforce, everyone on the team will be instantly notified in Slack, ensuring all the relevant personnel can be kept in the loop without endless emails.

The Best CRM Software Services Compared

These CRM services are the cream of the crop. However, that’s not to say that there aren’t other services that excel in specific criteria and which may be just what you’re looking for.

The following table compares the top 20 CRM software solutions across their core features to help you zero in on the best product for your needs.

Provider Best For Starting Price Free Trial Customer support Mobile Support Integrations
Monday.com Best CRM software for flexibility and ability to scale US$13.65/user/month (annual – three-seat minimum) Free plan for 2 users Live chat, email, call, knowledge center Yes 200+
Thryv Complete all-in-one business package US$249/month per location Free team tools Live chat, email, call, knowledge center Yes 200+
Freshsales Unified CRM sales boost US$15/user/month Free plan + 21-day trial Live chat, email, call, knowledge center Yes 35+
NetSuite CRM Gauging buyer readiness Custom pricing Demo Online support and knowledge center at basic tier Yes Unlimited via SuiteCloud Platform Integration
Salesforce CRM Value for money for small businesses US$25/user/month (annual) 30-day trial Live chat, call, knowledge center Yes Unlimited via MuleSoft
Kintone Building custom CRM systems US$24/user/month (five-seat minimum) 30-day trial Call, email Yes 36
Bigin by Zoho CRM Small businesses on a budget Free / CA$9/user/month (annual) Free plan for 1 user + 15-day trial Call, email, knowledge base Yes 90+
Zoho CRM Onboarding and usability CA$19/user/month (annual) Free for 3 users + 15-day trial Live chat, email, call, knowledge base Yes 800+
Act! Hybrid deployment options US$30/user/month (annual) 14-day trial Live chat, call, knowledge base, and support tickets at basic tier Yes 20+
Salesflare Small businesses with automated data entry US$29/user/month (annual) 30-day trial Email, live chat, knowledge base Yes 200+
EngageBay Combined marketing, CRM, and help desk product Free / US$12.74/user/month (two-year plan) Free plan for 15 users Email and chat at basic tier Yes 45+
Agile CRM Comprehensive help desk for startups Free / US$8.99/user/month (annual) Free plan for 10 users Live chat, email, call, knowledge center Yes 40+
Copper Easy integration with Google platforms US$23/user/month (annual) 14-day trial Live chat, knowledge center Android 65+
HubSpot Large teams CA$27/month (annual) Free plan for 2 users Live chat, email, and knowledge center at basic tier Yes 1,500+
HoneyBook Consultants US$8/month (annual) 7-day trial Live chat, email, knowledge center Yes 12+
noCRM.io Lead management US$23/user/month (annual) 15-day trial Email, knowledge base Yes 42+
Streak Email marketing Free / US$15/user/month (annual) Free plan Live chat and knowledge base at basic tier Yes 9,000+ via Zapier
Spotler CRM (previously Really Simple Systems) B2B marketers Free / CA$50/user/month 14-day trial Live chat, email, knowledge base No 6,000+ (via Zapier)
Daylite CRM for Apple ecosystem CA$39/month 14-day trial Email iOS 150+
Ontraport Business data organization US$24/month (annual) 14-day trial Live chat, email, knowledge base Yes 370+

What is CRM Software?

CRM software products are tools that allow you to improve team communication, increase marketing reach, boost customer experience, and get more prospects on board, all at the same time.

Before we dig deeper into a CRM definition, let’s first address the question, “What does CRM stand for?” CRM stands for Customer Relationship Management – and can be applied to CRM software and tools.

Best CRM Software Products

CRMs are used in marketing, sales, customer service, HR, and software development. Most CRMs are cloud-based platforms, and they are used to collect, keep and share business data.

You can use a CRM to create a customer database with information like job titles, addresses, and phone numbers, which can enable you to personalize your messaging. You can also automate repetitive tasks by creating sales funnels and adding tasks and reminders.

Additionally, you can integrate many CRMs with third-party apps such as Skype, Slack, Google Docs, and Gmail and social networks like Facebook, LinkedIn, and Twitter.

You can make calls and send emails directly from the platform to reach more prospects. Some CRMs also include communication tools and can act as central information repositories.

Emerging Trends in CRM

As the culture of using customer relationship management software in our day-to-day business keeps evolving and changing, we may see many more industries implementing CRM in their strategies.

We’re witnessing how ChatGPT is revolutionizing smart contracts and blockchain, for example, and the power and influence of AI in our everyday lives keep growing – and AI has already been implemented in some areas of CRM.

Despite their remarkable results, AI-powered features are still in the early phase of their evolution. AI will become more dominant as technology progresses, and CRMs that embrace this will likely become industry leaders.

Features we expect to see in the future include ticket-resolving chatbots, voice and conversational UI, and increasingly sophisticated integrations.

Factors to Consider When Choosing the Best CRM Software for You

Here are the most important aspects to consider when choosing the best CRM software to grow your business.

Features

Customer relationship management (CRM) software helps you improve your business processes by allowing you to automate repetitive tasks.

These tools are now equipped with sophisticated technology that allows you to get real-time data about your potential customers. Reports and analytics are among the most important features every CRM needs to have.

That way, you can get a closer insight into your prospects’ needs and behaviours. Accordingly, you can adapt your marketing strategy and reach more leads.

Besides many useful sales and marketing tools, CRM can also come in handy as a project planning and employee tracking solution. As a result, you can effectively communicate with every member of your team, regardless of their location, and get instant data about their work progress and productivity.

Cost

CRM software tools differ in the number of available features, interface simplicity, compatibility with third-party tools, and, of course, price.

The good news is that most CRMs offer free forever plans, meaning you won’t have to spend a dime to organize your business. However, even the best free CRM software has its limitations. Consequently, some essential tools, especially AI-based, will be out of your reach.

For this reason, switching to paid plans is probably the best solution for both your team and business.

Solutions like Salesforce will give you the best dollar-to-performance ratio. This CRM software offers a slightly richer feature list on its lower-priced plans and is typically used by mid-to-large scale businesses. It provides different subscription plans depending on your business size and is quite budget-friendly.

CRM is important for strategic management, and companies that fail to choose the right one risk stagnation and may end up chasing their own tails. Don’t spend more than you can afford.

Integrations

Getting a new CRM doesn’t mean changing your working habits and erasing everything you did before.

Today’s CRMs are compatible with a range of marketing, sales, and service tools, such as Google Docs, Gmail, Slack, and many other communication, advertising, and data-storing apps.

This means you don’t have to retype your entire client database from Excel manually. On the contrary, you just need to find a compatible CRM and import your data.

Selecting a CRM that supports the third-party tools your team uses will ensure a smoother transition and prevent drops in your team’s productivity during the process.

Device Support

All CRMs are built for desktop and laptop devices by default. However, you need to consider that you won’t be by your computer all the time. And people that run their own businesses know how important it is to be available 24/7 to their employees and clients.

Choosing a CRM that offers fully functional iOS and Android apps will allow you to finish your tasks on the go. Make sure the mobile interface is similar to its desktop version, as it’ll help you get the most out of your CRM tool.

Scalability

Choose CRM according to your business needs. Think about how your company compares to others in the same niche and, more importantly, where you would like your business to be in the future. Be realistic in your assessment and choose a CRM supporting your growth.

It’s a good idea to look for a CRM that can scale with your organization. Once you implement this solution for the first time and your team gets used to it, you’ll quickly realize how complex and costly switching to other platforms can be.

Suitability for Different Industries

If you plan on sticking to one niche, that’s fine. All you need to do is to choose the right CRM for the job, and you’re good to go.

However, if you intend to spread your company around different industries, you will need to look for a more versatile platform.

Best CRM Software Example

Not all CRMs are specialized for all industries. Some focus more on marketing, sales, or customer service, while others are more suitable for software development, design, and writing niches.

Before you register with a CRM client, you need to have a plan of what you do now and what your company will do in the future.

If you don’t, you may find you don’t have the features you need and will have to shell out more. Doing this can cost a lot of money, and it’ll take time to implement a new CRM strategy.

More CRM Guides and Resources

In this guide, we’ve explored the best CRM software for Canadian businesses, but we also have a wide range of other CRM guides for other needs and requirements.

CRM Software Canada FAQs

What is the best customer relationship management platform?

What are some CRM software examples?

Why does your business need CRM software?

How do Hubspot CRM and Monday CRM compare?

Should I consider a free CRM?

How do I get my team to adopt CRM software?

Krishi Chowdhary
Tech Expert

Krishi Chowdhary has half a decade of experience writing buying guides and product reviews for numerous leading technology websites. He spent two years writing for Business2Community.com before joining Techopedia.com. He has a degree in Commerce and extensive experience in the technology industry. He's also the key driver behind TechReport.com's news content, delivering expertise insight into the latest tech and cybersecurity news daily.