Top 10 CRM consultants in Vancouver

The right Vancouver CRM Consultant can mean all the difference between a smooth digital transformation and a costly, frustrating, and negative experience for all involved. Maybe that’s hyperbole, but at Gestisoft, we’ve helped hundreds of businesses embark on digital transformations, and we know it’s not an easy process.

There are hundreds of CRM integrators, advisors, and technology partners across the country, and finding the right match for your industry, budget, and long-term strategy can be challenging. That’s why we’ve created this updated 2026 guide to the top CRM consultants in Vancouver — to organizations in Vancouver and British Colombia evaluate the best partners for implementation, integration, customization, and ongoing support.

Whether you're looking for expertise in Microsoft Dynamics 365, Salesforce, HubSpot, Zoho, or industry-specific CRM platforms, the Canadian market offers a wide range of highly specialized firms. In this guide, you’ll find an overview of the leading CRM consulting companies, including their strengths, areas of specialization, and which types of organizations they serve best.

Our goal is to make your research easier by providing an objective, clear, and practical resource for comparing the best CRM consulting firms in Vancouver. Before diving into the list, here’s a quick look at the methodology we used to determine the top performers.

How We Determined the Best CRM Consultants in Vancouver

To determine the top CRM consultants in Vancouver 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. Local Presence

Local offices, teams based in Vancouver or the surrounding cities were weighted to reflect the needs of organizations in the lower mainland.

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 Vancouver

1. Gestisoft: Microsoft Dynamics 365 Experts

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 in Vancouver, 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. Belmar

Belmar is a trusted CRM consultant in Vancouver known for its expertise in Salesforce solutions. They work closely with nonprofits, public sector organizations, and private enterprises to implement and optimize Salesforce platforms. Belmar’s personalized approach ensures that each client receives a solution that aligns with their specific goals, making them a key player in Vancouver’s CRM consulting market.

3. Meira Consulting

Meria Consulting offers tailored CRM and IT consulting services, helping businesses in Vancouver achieve their digital transformation goals. Their expertise in CRM implementation and project management ensures that clients can adopt the right software solutions for their needs. Meria's strategic approach makes them a top choice for businesses seeking a reliable CRM consultant in Vancouver.

4. 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.

5. OnActuate

OnActuate is a global Microsoft Dynamics 365 partner with a strong presence in Vancouver. They offer comprehensive CRM services, including implementation and customization, helping businesses optimize their customer management processes. OnActuate’s expertise in Dynamics 365 and digital transformation positions them as a leading CRM consultant in Vancouver for enterprises looking to achieve better operational efficiency.

6. Red Pill Labs

Red Pill Labs is a boutique consulting firm in Vancouver, offering CRM advisory and digital transformation services. With a focus on delivering client-specific strategies, they provide unbiased guidance on selecting and implementing CRM systems. Red Pill Labs combines technology expertise with a tailored approach, making them a trusted CRM consultant in Vancouver for mid-market organizations.

7. Plative

Plative is a CRM and cloud consulting firm with a strong presence in Vancouver, supporting organizations that want to modernize their customer management processes. Their team works with platforms like Salesforce and Oracle NetSuite to help businesses improve visibility, streamline operations, and build better customer experiences. With a mix of strategic guidance and hands-on technical expertise, Plative helps clients implement, customize, and integrate CRM solutions that align with their long-term goals.

8. Groundswell Cloud Solutions (a GyanSys Company)

Groundswell Cloud Solutions brings CRM and cloud consulting expertise to businesses in Vancouver looking for a seamless and scalable way to manage customer data and workflows. As part of GyanSys, their Vancouver-based team helps clients implement and integrate CRM systems — including cloud-based platforms — while aligning them with broader infrastructure and IT goals. Whether your business is streamlining operations, migrating to the cloud, or building custom CRM workflows, Groundswell offers the strategic guidance and technical support to help you grow efficiently.

9. Meticulosity

Meticulosity is a digital services firm with a Vancouver presence that offers CRM consulting alongside its web development and marketing capabilities. Their team helps businesses set up, streamline, and integrate their CRM systems so customer data flows smoothly across platforms and teams. Meticulosity takes a practical, implementation-focused approach, making them a good fit for organizations that need CRM support as part of a broader digital transformation or want their CRM to work seamlessly with their website, ecommerce platform, or marketing tools.

10. EFOQUS

EFOQUS is a Vancouver-based consulting firm specializing in Microsoft Dynamics 365, offering CRM implementation, customization, and integration services tailored to small and mid-sized businesses. Their team focuses on creating practical, scalable solutions that help organizations simplify processes, improve visibility, and get more value out of their CRM investment.

Finding the Right Vancouver CRM Consultant

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 Vancouver 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 Vancouver

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 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, migrating data to your new platform, integration, training, and change management planning, as well as support for when you go live with your new program.

4. Ability to Scale with Your Growth

Your CRM needs today may look very different in two years. Choose a partner capable of supporting new modules, rollouts across several departments, expanding workflow automations, integration with other apps (or an ERP), as well as a partner that can scale.

5. 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

Your CRM is a long term project, it lives with your organization. The best partners provide ongoing support, optimizations, training, governance recommendations, and quarterly reviews.

Final Note on Vancouver CRM Consultants

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 Vancouver 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

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