10 Best CRM Software Systems for Canada in 2023

The best CRM software will not only help you communicate more effectively with your clients, but it will improve your team’s ability to collaborate and complete tasks. Whether you’re in sales, marketing, or customer service, having this tool to hand can help you keep everything under control.

Simplified communication between different company sectors and enhanced customer satisfaction, and task-resolving efficiency are just some of the many benefits of introducing CRM software in your business. We hence present you with the top CRM software solutions for Canada in 2023.

The Top CRM Software Products Ranked

Our experts selected Salesforce as the best CRM software for the Canadian market, as it offers the best price-to-product balance. Find out which 10 CRM solutions are the best in 2023 and why with our shortlist.

1. Salesforce – Overall, the best CRM software in Canada. It offers advanced AI features that allow businesses to gather data about prospects and effectively close more deals. Supports both Android and iOS apps and over 2,400 integrations, including Slack, LinkedIn, and Tableau.
2. Oracle NetSuite – Offers a massive range of features ideal for larger companies with over 100 employees. Has a unique algorithm that helps you calculate the best selling opportunities and to calculate the potential of prospects.
3. Monday – Has a simple and highly customizable interface. It offers a free-for-life account, which is available for up to two users. Monday.com paid accounts come with a 14-day free trial.
4. Pipedrive – A sales-orientated platform with a range of tools to help you increase lead generation and closing. Built for large sales teams with a broad lead database. Pipedrive allows you to create web forms and email campaigns. It also offers chatbot and live chat options.
5. Capsule – A simple-to-use and affordable CRM software product with a free-forever plan. Save up to 50,000 contacts and add up to 10 GB files by selecting its Professional account. Capsule comes with a 14-day free trial.
6. HubSpot – Great for startups with limited budgets. HubSpot offers a feature-rich freemium plan that allows you up to five templates and ten free reports per dashboard. Has a built-in SEO tool.
7. Zoho CRM – Versatile platform with many useful features for marketing, sales, and customer service teams. Has a bunch of additional tools to help you organize and lead your business.
8. Bonsai – Trusted by over 500,000 companies and freelancers, Bonsai is one of the best CRMs on the market. It offers a number of tools to help businesses manage projects and finances.
9. Less Annoying CRM – With its straightforward design, Less Annoying attracts people with limited experience of the CRM world. It offers only one plan, and all features and updates are free.
10. Act! – Act! offers a seamless experience for marketing and sales teams in mid-size businesses. It boasts detailed reports features that come in 30 pre-built templates you can customize.

What is CRM Software?

CRM software is a tool that allows you to improve team communication, increase marketing reach, boost customer experience, and get more prospects on board all at the same time. But before we dig deeper into the 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 or tools.

CRMs are used in various industries, such as marketing, sales, customer service, HR, software development, and many others. As its namesake suggests, this is a cloud-based platform customer-oriented companies use to collect, keep and share data relevant to their business.

CRM allows teams from different sectors to communicate within the platform and access relevant data stored in one place.

Finally, CRM uses sophisticated technology to provide detailed reports about your customers’ habits, needs, and behavior, which you can later use to make a more personal approach and close more deals.

Emerging Trends in CRM

Those familiar with CRM software’s meaning can already predict which direction this technology will go in. As the culture of using customer relationship management software in our day-to-day business keeps evolving and changing, we can see industries other than customer-oriented ones implementing CRM in their work strategies.

We’re witnessing how ChatGPT is revolutionizing smart contract and blockchain industries. The power and influence of AI in our everyday lives keep rising. Artificial intelligence has already been implemented in some sections of CRM.

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

Besides this, some of the trends expected to trend in the future are ticket-resolving chatbots, voice and conversational UI, and more sophisticated integrations.

Top 10 Best CRM Software Tools for Canada Reviewed

Our experts have tested over a hundred CRMs to find the best solution for you and your business. Thus, we present you with the 10 best CRM software tools that excel in pricing, functionality, and the number of available features.

Read carefully and choose the best solution for your business.

1. Salesforce – Overall, the Best CRM Software in 2023

Salesforce is one of the most popular CRM software products worldwide. It offers creative and effective solutions for businesses in various sectors, like sales, marketing, customer service, and IT.

The Salesforce platform allows you to add leads, post comments, assign privileges, track and monitor your employees, and add notes, reports, files, and more.

Salesforce is a multi-functional CRM that allows you to track leads, add scores to each lead based on the selected criteria, run campaigns, forecast revenue, and automate processes. Moreover, it helps you to organize and optimize your sales, marketing, or customer service princesses by gathering vital information about your leads with integrated AI solutions.

The platform looks neat and well-organized, despite offering extensive functionality. Its customizable dashboard comes as a cherry on top, as you can select which type of information you want to be visible 24/7.

The firm’s partnership with Google Cloud drove an increase in Salesforce’s stock value, but it also has brought several critical benefits for users as well. Salesforce AI can now predict customer behavior and how it might shift over time with more precision than ever before.

As a result, you can get notified every time a new closing opportunity arises. Not only that, but the AI will inform you about your prospects’ recent activities. Thus, you’ll be notified when the company you are tracking starts expanding or cutting costs. Your new AI helper will also inform you if the closing opportunity is slowing or if there’s a chance to re-engage with a potential prospect or partner of interest.

Finally, you can integrate your Salesforce instance with tools you already use. You can connect your platform with Google Cloud, Slack, Mail Chimp, LinkedIn, Dropbox, Code Science, and more. All in all, we consider it the best CRM software for Canada.

Pricing

The cost depends on the type of platform you choose. For instance, the starting price for the sales platform is only $25 (around C$33) for up to 10 users.

You can also test the platform for free. Salesforce offers a 14-day trial period during which you can enjoy online training and live onboarding webinars at no cost.

2. Oracle NetSuite – Top CRM Software Solution for Enterprises

Oracle NetSuite’s list of products looks impressive as it includes tools for CRM, marketing automation, partner relationship management, and sales force automation.

As such, this is the best CRM software for larger-scale businesses that have medium-to-large-scale sales, marketing, and customer support departments. The firm clearly does a good job, as well, with a pool of 34,000 satisfied customers and counting.

The Oracle NetSuite platform is simple to use and well-organized. You can track recent activities and payments and control your company’s cash flow and transactions using the product.

But that’s not all: Oracle NetSuite is a great customer and contact management tool that allows you to create and manage contact lists and get real-time reports and analytics to improve your business. Each of these sections represents a unique dashboard, which you can customize for any KPI.

Oracle NetSuite allows you to organize multiple teams to make communication easier. It will enable you to track the entire customer cycle from the moment you create a new contact. You will be able to get detailed insights into financial information and manage and control your inventory and orders, which further leads to optimization in your supply chain.

The platform includes several valuable tools that help teams increase their sales. The platform uses sophisticated algorithms to examine customer data and calculate close probabilities. You can also get general predictions and forecasts for particular opportunities, which will ultimately allow you to choose between quotes.

Using various metrics, Oracle NetSuite CRM can also predict upselling opportunities. It allows you to customize and create lists of prospects that meet particular criteria. Based on these criteria, the CRM will recommend new upselling opportunities and recommend items or even categories of items.

Pricing

To get a price, you need to contact Oracle’s customer service. The cost of the Oracle NetSuite CRM depends on various factors such as organization size and will be tailored to your company’s needs.

3. Monday – Perfect for Smaller Sales Teams

Monday CRM is among the best CRM software products and is ideal for any sales team looking to close more deals.

If you’re in the process of building a sales team and have two employees or fewer, Monday allows you to use a free-for-life account. This account provides three boards and 200+ templates and includes iOS and Android apps. You can also upload unlimited documents and files.

Once your business starts to grow, Monday allows you to choose between several accounts, including Basic, Standard, Pro, and Enterprise. With each account, you get more and more features that help you increase sales and ultimately scale your business.

Monday Sales CRM is user-friendly, and you’ll quickly adjust to it. The customizable interface allows you to configure and adjust the home screen to your needs by displaying the most relevant data.

And the platform helps make your sales process more effective and efficient. You can set Monday to automatically assign leads to sales reps and remind you of upcoming activities. You can also set up the platform to notify you when a prospect opens an email or to track how many times an email was read.

You can connect your Monday.com account with Slack, Zapier, LinkedIn, Twitter, Facebook, and Google Drive. This means you can get everything you need to done without having to leave the platform.

Pricing

As mentioned, you can get Monday for free with a freemium account for up to two users. If you wish to use any paid versions, you can request a 14-day free trial and see how Monday performs.

The starting price for the Basic account is only C$11 per seat, with three seats being the minimum. For C$11, you get a valuable sales tool that can potentially bring you hundreds, if not thousands, of dollars.

4. Pipedrive – Sales CRM Software Built for Large Teams

Pipedrive is one of the most awarded CRM business tools specifically designed for large sales teams. It is used by 100,000 companies across 179 counties.

The tool is great for helping you manage sales functions. Its customizable dashboard allows you to track all stages of your sales funnel. You can keep all leads in one place and create new lists as you progress through your sales pipeline.

As a result, you can create separate lists for new and contacted leads, proposals, and negotiations. Ultimately, Pipedrive allows you to prioritize your prospects, thus helping you to close deals faster.

The AI sales assistant helps you increase your team’s overall performance by providing valuable personalized tips. By instantly finding relevant information about each prospect, Pipedrive allows you to automate repetitive tasks and improve your workflow.

The highlight of this short Pipedrive review is the Leaderbooster feature. While this tool comes with a price tag of $32 (around C$ 42), it’s pretty useful. It uses a comprehensive database of over 400 million prospects, and it analyzes the market and recommends potential prospects.

At the same time, Leaderbooster offers web forms to help you generate surveys and share forms in order to reach more leads. This incredible feature also comes with a chatbot, which comes in handy if you wish to engage prospects and bring them closer to your sales departments. Finally, you can use the option of live chat for a more personal touch and improve your prospects’ experience while browsing your website.

Pricing 

You can grab the Essential plan for $12.50 (around C$16). The price includes customizable pipelines, lead and deal management tools and a product catalog. However, if you lead a large sales team, you need the best CRM software for sales you can get.

Going for the Professional account would hence probably be the best investment for your business. This deal gives you a multitude of options, including tracking communications via emails, mentions, and comments. Also, you get API access and a sales assistant as a wingman.

5. Capsule – Best CRM for Small Business

Capsule is ideal if you’re looking to organize your small team and prepare your business for future growth.

Capsule offers several account types. There’s a free version for teams of up to 3 members. While it can be quite helpful, the freemium version has many limitations. You can enter up to 250 contacts and store up to 50 MB at no cost to your budget. So, in a way, Capsule helps startups to organize their tasks without burning their already limited bankroll.

However, once your lead base starts to grow, you’ll need CRM software that can support your company’s growth. The Professional account, which costs around C$24, will be good enough to satisfy your needs as a small business owner.

You can add up to 50,000 contacts and 10 GB files per user with a Pro account. With the Professional account, you can access activity reporting, sales pipeline, users’ calendars, and assignment emails. However, advanced sales reporting features will be available on the Teams and Enterprise accounts.

Another reason why Capsule is one of the best CRM tools lies in its security features. Namely, Capsule offers two-factor authentication on all its accounts, including freemium.

Capsule’s 2-factor protection won’t keep all your passwords in a vault (like the best business password managers do) but will prevent third parties from snooping on your client database.

Pricing

As we mentioned, you can use Capsule at no cost, though this comes with limited automation and reporting functionality. If you wish to take full advantage of this incredible tool, we recommend going for the Professional account, which costs around C$24.

You can also test all its features for 14 days for free.

6. HubSpot – Outstanding Free CRM Tool

HubSpot CRM is a popular CRM marketing tool and is one of the giants of the industry, with over 177,000 customers around the world.

If you’re looking for a safe, secure, and reliable platform, HubSpot is ideal. If you’re just started your agency and are still learning about your new niche, HubSpot has you covered.

What’s more, you’ll receive a free tutorial once you register. Even if this is your first time using this kind of tool, you’ll soon feel like you have years of practice under your belt once you complete the tutorial.

It’s important to note HubSpot offers inbound marketing training if you wish to upskill your marketing team. Here you can learn how to create and publish posts and, more importantly, how to reach your audience, track customer interactions, and effectively convert prospects into customers using Marketing Hub.

Pricing

As mentioned, the HubSpot CRM platform is available for free. The freemium account includes Facebook Messenger integration, three reporting dashboards, snippets, and up to five templates at no cost. This is more than enough if you are starting fresh with one or two employees.

Once your business grows, you will need to move on to paid accounts. The price of the Starter account is C$26 per month.

7. Zoho CRM – All-in-One CRM Software Tool

Zoho CRM is a feature-packed CRM that helps businesses boost conversion rates. You can get separate platforms for marketing, sales, and customer service, or, alternatively, get all these platforms wrapped together in one package.

Zoho primarily focuses on sales, marketing, and customer service teams. It offers a range of valuable tools for social media marketing, email marketing, survey management, and business intelligence and analytics.

Zoho is an excellent tool if you wish to build your website, attract visitors and convert them to customers. It’s simple to use and has all the necessary tools to help you achieve your goals.

However, there’s one feature that makes Zoho stand out from the rest of the crowd. Zoho Projects is a cloud-based software product that allows you to track tasks and projects in remote teams. As such, Zoho is one of the best project management software products available.

Pricing 

Zoho CRM is one of the most affordable platforms on the market and costs only C$19, which is the price of the Standard account. You get a mobile analytics app, custom reports, and predefined reports and dashboards included at this price.

Zoho does not have a freemium account but does offer a 14-day free trial.

8. Bonsai – Ideal for Freelancers 

Bonsai offers an intuitive interface packed with plenty of features to benefit any freelance worker.

Freelance work has many benefits, but it also comes with a lot of challenges and responsibilities. Luckily, Bonsai is here to help you out in the process.

Thanks to this platform, you can easily fill in your client list and add comments, notes, and reminders. As a result, you can easily track your prospect pool and turn them into faithful customers.

But, the main benefit of getting Bonsai lies in its rich pool of features. Consequently, you can get freelancer templates for taxes, quotes, proposals, and invoices. This way, you can get paid under your terms, whether before your work or after the job is done. It allows you to set reminders or even send scheduled invoices.

Your clients don’t have to know how many employees you have (or don’t have). Bonsai will be the perfect employee that does all the hard work for you and makes your clients take you more seriously.

Pricing

You can start with Bonsai monthly for as little as $17 (C$22). There’s no free plan, but that shouldn’t be your biggest concern. The 7-day free trial is a slight downside, though. Despite the platform’s simplicity, one week is not enough to adapt to a new working environment.

On a more positive note, you can combine your 7-day free trial with a 14-day refund policy, which gives you plenty of time to test its capabilities.

9. Less Annoying CRM – Beginner-Friendly Interface

Less Annoying CRM lives up to its name. It boasts an intuitive and user-friendly interface that is suitable for all, regardless of experience.

This is the best CRM software for those without experience with customer relationship tools and those looking to avoid complex pricing plans.

Its basic plan allows you to add unlimited contacts. You can customize your fields per your KPI and create unlimited pipelines to boost your sales. Moreover, each user can upload up to 25 GB. The maximum number of users is 10.

In addition, Less Annoying allows instant mobile access without syncing or installing additional software, which is why Less Annoying has one of the best CRM apps. Every feature from its library is free for every user. The same goes for updates.

Pricing

There are no complicated pricing plans here, and you won’t have to worry about the small print. The price of the Less Annoying CRM is around C$20, with no hidden extra costs. Moreover, you get a 30-day free trial period to make sure this is the right CRM for you.

10. Act! – Ideal for Mid-Size Businesses

Act! stands out with several great prospect and deal-tracking features. This customer relationship management software is great for medium-scale businesses aiming to expand.

Leading a strong marketing campaign has never been easier, thanks to Act! ‘s email tracking system. You can generate marketing emails and send them to all your clients directly from the platform with one simple click.

Your new CRM system will use sophisticated software to track your prospects’ behavior and habits, thus providing you with a detailed report on how to boost your reach and, ultimately, your sales. You can get up to 30 pre-built template reports, which you can later customize per your needs. Though, you would need to speak to customer service to do that.

Pricing

Act! Premium Cloud is the cheapest subscription plan, costing $30 (C$40). However, if you need extra features like custom tables or additional storage, you’ll need to pay another $10 (C$13) and $5 (C$6.70), respectively.

Act! does come with a 14-day free trial, though.

The Top CRM Services Compared

Here’s a brief overview of the best customer relationship management platforms. Check the table below and find the best CRM software examples for your business.

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 behaviors. 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.

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 third-party tools your team uses will allow 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.

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 an exact plan of what you do now and what your company will do in the future. If you don’t, you might find yourself in a pickle while spending money on additional CRM software (which is possible, by the way). However, such a practice can cost you money and will take time to implement a new CRM strategy.

Conclusion – What’s the Best CRM Software for Canada in 2023?

Our experts have concluded Salesforce is the best CRM software in Canada. This CRM is ideal in many areas, including marketing, sales, IT, and customer service. It uses advanced algorithms powered by the latest AI technology to provide detailed, real-time data to help you boost your client base and close more deals.

It also has a huge range of integrations. Salesforce is compatible with Google Cloud, Slack, MailChimp, Tableau, Dropbox, LinkedIn, and many other third-party apps. It offers fully functional Android and iOS mobile apps and comes with a 14-day free trial.

The starting price is only C$33. Sign up with Salesforce today and lead your business to success.

CRM Software Canada FAQs

Aleksandar Stevanovic

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Aleksandar Stevanovic

Alex is a Senior Software Content Writer at Techopedia. He focuses on creating reader-oriented comparison pages, reviews, research pieces, and editorials. With nearly a decade of experience, he’s written for numerous leading brands across various niches, such as The Tech Report, Bitcoincasinos.com, CEX.IO, Forbes, Business2Community, and many more. His expertise in cybersecurity has made him a popular authority on privacy tools such as VPNs, password managers, blockchain technology, cryptocurrencies, and antivirus software. You'll find Alex working on cars, playing guitar, and cooking fantastic food in his spare time. You can reach Alex on Twitter: @stevanovic_alex

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