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Microsoft Dynamics 365 Customer Relationship Management

CRM consultants in Canada: boost your conversion and retention

Join over 40,000 businesses that have chosen Microsoft Dynamics CRM as their primary customer relationship management solution.

Strengthen your customer relationships with Gestisoft, a Microsoft Gold Partner. Our customized CRM consulting services are crafted to meet the specific needs of every business in Canada.

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Learn everything about Microsoft Dynamics & PowerApps

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Our CRM consultants are excited to welcome you to our free workshop, where we’ll demonstrate how Microsoft Dynamics CRM and PowerApps can transform your business processes.

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Where do you envision your business...

Without the right CRM consulting services

Building, nurturing, and retaining customer relationships should be a top priority for any successful business in the Canadian market. Yet, it’s often more complex than it appears.

  • No tailor-made CRM solution

    Struggling to find a CRM platform tailored to your industry and specific needs in Canada can limit your growth.

  • Disorganized customer data

    Scattered customer information makes it challenging to understand your target audience clearly.

  • Zero customer relationship

    Your business lacks the expertise to build, manage, and sustain meaningful customer relationships.

  • Missed sales opportunities

    Without strong follow-up strategies, many businesses lose the chance to turn promising leads into sales.

  • Lack of communication

    Progress falters when your internal team is misaligned and out of sync.

  • Unable to keep up with new tech

    As digital transformation advances rapidly in Canada, staying current with the latest technology becomes increasingly difficult.

CRM consultant that drives your business forward

Imagine a streamlined approach to managing customer relationships—easy access to customer data that empowers strategic decisions and enhances your return on investment.


This is the power of a Customer Relationship Management (CRM) system. A CRM system is a comprehensive platform built to help businesses manage and analyze interactions with both current and potential customers.


Partnering with the right CRM consultant is essential to unlock the platform’s full potential. With many CRM consultants in Canada, the right guidance will help you find a consultant who aligns perfectly with your business goals and budget.

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    • 74% of businesses have access to customer data thanks to CRM software
    • 47% of businesses can retain more customers due to their CRM system
    • Reports are more accurate by 42% thanks to the use of CRM software
    • Businesses that use CRM software can better forecast their sales by 42%
    • Sales conversion can increase by 300% with the use of CRM software
    • The use of CRM platforms can help businesses increase their revenue by 245%

  • And now it’s your turn to see those numbers in your business.

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Gestisoft: Your CRM consultant in Canada

With over 25 years of experience as a Microsoft Gold Partner, Gestisoft provides customized CRM solutions to businesses in Canada.

Our CRM consultants in Canada work closely with each client to understand their unique needs and create solutions that streamline business processes.

We are dedicated to delivering innovative, cutting-edge solutions and making a positive impact in the tech industry.

Free discovery call

Microsoft Dynamics CRM: your top choice for CRM solutions

Microsoft Dynamics CRM is a powerful, cloud-based Customer Relationship Management platform that helps businesses streamline customer interactions, enhance sales and marketing efforts, and deliver exceptional customer service.

Gestisoft specializes in providing customized CRM consulting services in Canada, helping you build a Microsoft Dynamics CRM solution tailored to your business needs.

  • Seamless integration

    Microsoft Dynamics CRM integrates smoothly with other Microsoft products like Outlook, Teams, Excel, and Power BI, enhancing productivity.

  • AI and Automation

    With advanced AI features and Copilot, Dynamics 365 CRM enables businesses to make data-driven decisions and gain valuable insights into customer needs.

  • Flexible Architecture

    As part of the Dynamics 365 suite, this CRM allows businesses to start small and scale as they grow, adding modules as needed.

  • Omnichannel Capabilities

    Engage with customers across multiple channels—chat, social media, email, and phone—all within a single interface for a cohesive customer experience.

  • Customization Capabilities

    Microsoft Dynamics CRM offers extensive customization and scalability, making it adaptable to the unique requirements of various industries.

  • Security and Compliance

    Meeting standards like GDPR, Microsoft Dynamics CRM ensures robust data protection, fostering customer trust.

  • Reporting and Analytics

    The platform’s powerful analytics and reporting tools help track KPIs, supporting informed decision-making.

  • Remote Work Supported

    With mobile-friendly apps and cloud-based access, Microsoft Dynamics CRM makes remote work straightforward and efficient for employees.

  • Integration with Power Platform

    Connected with Microsoft’s Power Platform, including Power Automate and Power Apps, the CRM system helps businesses automate tasks and boost efficiency.

Your Microsoft Dynamics CRM software at your fingertips

Ready to dive into your new CRM solution? Our CRM consultants in Canada are here to offer expert guidance, ensuring a seamless selection process with our professional CRM consulting services

Don't take our word for it!

  • Manufacturing

    “Always attentive to our needs, the dedicated team never hesitated to take the time to review points generating concern in order to ensure a project that would meet our expectations from A to Z.”

    Olivier Marotte, CPA
    VP of Finance
  • Consulting

    “The Gestisoft team offered a high level of both business and technical experience to the project and actively listened to and grasped all needs. Their recommendations enabled our client to make the best choice and have access to Business Central's greatest features. Along with this knowledge, Gestisoft consistently maintained strong communication.”

    Jean-Marc Giroux
    International Engagement Manager
  • Energy

    “We had initially had excellent references on Gestisoft regarding their services. We were charmed to meet a very well-structured team dedicated to its customers. It's a real pleasure to work with such passionate people.”

    David Lafrance
    Director, Data and analytics
  • Distribution

    “Gestisoft's consultants come from the industry, so when we worked together, we spoke the same language and shared the same vision of what was important and necessary. They guided us in implementing industry best practices. Throughout the project, their industry expertise eliminated any potential irritants that might have risen from inexperience in the distribution environment.”

    Frédérik Lajoie
    Vice President
  • Services

    “Gestisoft was very responsive and proactive in adapting to the internal challenges we faced and ensuring that we met our objectives. We were very impressed with the work of everyone involved in the project.”

    Julie Lachance
    Director, IT & Innovations
  • Manufacturing

    “The solution delivered to us has significantly improved our production visibility. We are now able to track our production in real time, and have more accurate data on the costs of each production run.”

    John Franceschini, CPA
    General Manager & President
  • IT

    “As a customer since 2015, I would like to highlight the quality of support and expertise provided by Gestisoft for our Business Central application. Their competence is notable and has greatly contributed to the success of my business. I highly recommend them as a service provider for Business Central.”

    Kim Perron
    Executive Manager
  • Energy

    “Working with Customer Success means having a team that's dedicated to our business and our needs. This team includes the Customer Success Manager as well as technical advisors and architects. They understand our business needs and can translate our vision into concrete and innovative elements. As the months pass, we really feel a greater understanding and support for our ecosystem, which means recommendations and developments are also accelerating. At Customer Success, we have peace of mind and a refreshing sense of confidence!”

    David Lafrance
    Director, BI Development and Business Solutions
  • Recycling

    “We have transitioned out of the stone age to become a full-fledged company. We had a bank of about 120 customers, and after implementing our CRM system two years ago, we have reached nearly 600 contacts with complete information.”

    Stéphane Frigon
    CEO
  • Transportation

    “The addition of Gestisoft to our team has been more than relevant in meeting our CRM objectives. With its qualified and certified players, Gestisoft has been a proactive and committed partner in addressing our daily challenges.”

    Caroline Maltais
    Head of Client Solutions Development
  • Services

    “Everything has changed! We have better tracking capability that allows us to effectively manage our leads and opportunities. Our dashboard provides us with greater insight into opportunities and outcomes.”

    Julie Bouffard
    Business Development & Marketing

Change the trajectory of your business with the help of our CRM consultants in Canada

Gestisoft goes beyond CRM selection and implementation, providing a comprehensive range of consulting solutions for Microsoft Dynamics 365.

Our CRM consultants in Canada are committed to exceeding client expectations, making us your trusted partner for all aspects of CRM platforms, consulting, implementation, and more.

  • Analysis

    We conduct comprehensive analyses to understand your business processes and requirements. By identifying your unique challenges, we provide tailored recommendations to maximize the impact of Microsoft Dynamics 365 CRM within your organization.

  • Implementation

    Our team ensures a seamless implementation of Microsoft Dynamics 365 CRM, integrating it with your existing systems. We manage every phase, from data migration to configuration, delivering a solution that aligns with your business goals and workflows.

  • Support

    We offer continuous support to keep your Microsoft Dynamics 365 CRM running optimally. Our dedicated team is ready to resolve issues, provide updates, and ensure your system evolves with your business needs.

  • Training

    Our customized training sessions empower your team to fully leverage Microsoft Dynamics 365 CRM. From basic functions to advanced features, we equip your staff with the knowledge needed to enhance productivity.

  • Evolution

    We ensure that your Microsoft Dynamics 365 CRM grows alongside your business. Our evolution services keep your system updated with new business demands, industry changes, and technological advancements, maintaining its relevance and effectiveness.

  • Audit

    Our CRM audit service provides a thorough evaluation of your Microsoft Dynamics 365 setup. We identify gaps, inefficiencies, and areas for improvement, delivering a comprehensive audit report with actionable insights to enhance system performance and user satisfaction.

Join a free workshop to empower your business with Microsoft Dynamics CRM and PowerApps

We know that investing in CRM software is a big decision. That’s why we want to show you firsthand how a CRM can revolutionize your business.

Our CRM consultants are excited to meet you at our free workshop, where we’ll demonstrate how Microsoft Dynamics CRM and PowerApps can turn manual processes into automated workflows, apps, bots, and dashboards.

This workshop is the ideal starting point for businesses exploring CRM consultancy for the first time and aiming to optimize their business processes.

Book your free workshop

Frequently asked questions

  • A CRM consultant is an expert who assists businesses in selecting, implementing, and optimizing Customer Relationship Management (CRM) systems. With in-depth knowledge, they assess your company’s needs, recommend suitable CRM solutions, customize them, and ensure seamless integration with your workflows. Their main goal is to enhance customer interactions, streamline sales and marketing, and maximize CRM investment.

Have more questions about CRM consultants? We answer them here for you.

You can also reach out to us if you want to know more about our CRM consulting services in Canada.

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