Top 10 CRM Consultants in Canada

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

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

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

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

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

How We Determined the Best CRM Consultants in Canada

To determine the top CRM consultants in Canada for 2026, we evaluated each firm using a concise but rigorous set of criteria focused on expertise, reliability, and real business outcomes.

1. CRM Platform Expertise

We looked at each consultant’s specialization in major CRM platforms — Dynamics 365, Salesforce, HubSpot, Zoho, and others — along with certifications and proven delivery experience. The goal is to list the best that work with each CRM platform.

2. Industry Knowledge

Firms with demonstrated success in key Canadian industries (manufacturing, nonprofit, professional services, real estate, etc.) ranked higher for their ability to implement CRM solutions efficiently and accurately.

3. Implementation & Support Methodology

We assessed how each consultant approaches requirements gathering, customization, data migration, training and post-go-live support. Structured, reliable processes received stronger scores.

4. Client Feedback & Project Success

Customer reviews, case studies, and overall satisfaction levels played an important role in evaluating consistency and quality.

5. Canadian Presence & Bilingual Support

Local offices, teams based in Canada, and availability of English/French support were weighted to reflect the needs of Canadian organizations.

6. Services Offered

Firms offering full-lifecycle services, supporting all the way from CRM strategy to implementation and ongoing support ranked higher than those with limited scope.

Now that we’ve explained our reasoning, here is our list.

Top 10 CRM Consultants in Canada

1. Gestisoft

Gestisoft is a leading Canadian CRM consulting firm with more than 25 years of expertise helping organizations modernize their operations with Microsoft Dynamics 365 Customer Engagement and the Power Platform. Headquartered in Montréal with offices around Canada, Gestisoft delivers CRM solutions tailored to industries such as manufacturing, nonprofit, distribution, professional services, and public-sector organizations.

Their proven implementation methodology, combined with a strong focus on user adoption and change management, ensures that CRM projects are delivered on time, on budget, and aligned with each client’s business goals.

Gestisoft also provides ongoing optimization, support, and advisory services that help organizations achieve long-term CRM success.

2. Alithya

Alithya is one of Canada’s most recognized digital transformation firms, offering consulting services across CRM, ERP, cloud, analytics, and business strategy. With a strong national presence and large delivery teams, they specialize in complex CRM implementations for industries such as finance, energy, public sector, healthcare, and manufacturing.

Alithya’s size and breadth of expertise allow them to support enterprise clients requiring multi-system integration, data governance, and sophisticated customization.

3. Purely CRM (Endeavour Solutions)

Purely CRM, the CRM-focused division of Endeavour Solutions, is dedicated exclusively to Dynamics 365 CRM and Power Platform projects. Known for deep Microsoft technical expertise, Purely CRM has delivered projects ranging from simple CRM deployments to multi-workflow enterprise transformations.

Their specialization allows them to deliver tailored CRM solutions that help clients streamline sales processes, customer service workflows, and reporting.

4. JOVACO Solutions

JOVACO Solutions has more than 35 years of experience delivering business systems for mid-sized organizations across Québec and Canada. They offer CRM and ERP solutions, including Microsoft Dynamics 365, with a strong understanding of local market needs and bilingual implementation support.

Their consulting team is known for structured delivery, user-focused training, and industry-specific solution knowledge.

5. Hitachi Solutions Canada

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

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

6. OSF Digital

OSF Digital is a Québec-based global consulting firm specializing in Salesforce and cloud technologies. Their services cover Sales Cloud, Service Cloud, Commerce Cloud, and enterprise integrations, making them a strong partner for organizations with complex digital transformation needs.

They bring large teams, global experience, and deep technical knowledge to CRM modernization initiatives.

7. Ateko

Ateko, formerly CloudKettle, is one of Canada’s most respected Salesforce consultancies for SaaS, tech, and high-growth B2B companies. They specialize in revenue operations, marketing automation, analytics, and Salesforce optimization.

Ateko is particularly strong in projects involving Marketing Cloud, Sales Cloud, and data-driven CRM workflows.

8. Purely CRM

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

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

9. Groundswell Cloud Solutions

Groundswell focuses heavily on Salesforce implementations, custom development, and API-driven system integrations. Their team is well suited for businesses needing tailored Salesforce solutions beyond out-of-the-box setups.

Industries served include retail, tech, financial services, and customer-facing organizations.

10. Massive Insights

Massive Insights combines CRM consulting with advanced analytics, BI, and customer insight strategy. Their approach is ideal for organizations that want CRM connected directly to dashboards, reporting frameworks, and data modeling.

They support both Microsoft and Salesforce ecosystems, with a strong emphasis on measurable outcomes.

Finding the Right CRM Consultant in Canada

Whether you’re looking for Microsoft Dynamics, Salesforce, or a multi-platform specialist, the firms listed above represent some of the most capable CRM partners in the Canadian market. Each brings its own strengths, and we tried to offer options for every sized business, from enterprise level delivery to smaller SMBs.

If your organization is seeking a proven, bilingual, and deeply experienced Canadian CRM partner, Gestisoft remains the top choice thanks to its strong Microsoft specialization, established methodology, and 25+ years helping Canadian businesses achieve CRM success.

Choosing the Right CRM Consulting Partner in Canada

Selecting the right CRM consultant is as important as choosing the CRM itself. The best partner will guide you through platform selection, implementation, integration, user adoption, and long-term optimization. Here are the key factors Canadian organizations should consider:

1. Platform Expertise & Certifications

Choose a partner with proven experience in your preferred CRM platform, be that Microsoft Dynamics 365, Salesforce, HubSpot, or Zoho. Certifications and partner status indicate technical competence and best-practice alignment, for an easy transition.

2. Industry Experience

CRM requirements vary by industry. Manufacturers need strong order workflows, nonprofits need constituent engagement, field service companies need dispatch automation, and service-based organizations require robust sales pipelines. Look for consultants who have implemented CRM systems in your sector and understand your processes.

3. Implementation Methodology

A structured, repeatable methodology reduces risk and ensures clarity at every stage. Strong partners will provide guidance on:

• Requirements gathering
• Solution design
• Data migration
• Integration strategy
• Training and change management
• Post-go-live support

4. Bilingual (EN/FR) & Local Canadian Support

For many Canadian organizations, especially in Québec, bilingual delivery is essential. A local presence also ensures familiarity with Canadian compliance, culture, and business expectations.

Gestisoft, for instance, offers fully bilingual implementation and support teams.

5. Ability to Scale with Your Growth

Your CRM needs today may look very different in two years. Choose a partner capable of supporting:

• Additional modules
• Multi-department rollouts
• Expanding workflow automation
• Integration with ERP, marketing systems, or custom apps
• A scalable partner prevents costly vendor changes down the road

6. Data, Analytics & Reporting Expertise

The value of a CRM lies in its data. Consultants who understand BI, dashboards, KPIs, data cleanliness, and analytics can help turn CRM data into actionable insight.

7. Long-Term Partnership Approach

A CRM isn’t a one-time project—it’s an evolving system. The best partners provide ongoing support, optimizations, training, governance and relations, and quarterly reviews.

Wrapping it Up: Choosing the Best CRM Consultant in Canada

Choosing the right CRM consultant is one of the most important technology decisions your organization will make. The right partner can streamline operations, strengthen customer relationships, improve reporting, and set the foundation for long-term growth. Canada offers a rich ecosystem of CRM experts—from large transformation firms to boutique specialists—but the best fit ultimately depends on your platform, industry, and business goals. With over 25 years of experience and deep expertise in Microsoft Dynamics 365, Gestisoft remains the top choice for Canadian organizations seeking a proven, bilingual, and results-driven CRM partner. Whether you're starting your CRM journey or optimizing an existing system, the right guidance will ensure your investment delivers maximum value.

Frequently Asked Questions about Choosing The Right CRM Consultants in Canada