CRM software allows you to manage customer interactions. It stores contact details, tracks conversations, logs purchases, and schedules follow-ups. Businesses need CRM because customers expect to be remembered. Nobody wants to introduce themselves three times or get the same promo email twice. A good system helps personalize communication and make customer service friendlier.
Data handling is one of the most important criteria for CRM software. We want a CRM that treats customer info efficiently. Check if contacts, sales history, and notes are easy to store, sort, or find later. If pulling up a client’s details feels smooth, then the CRM gets a gold star.
Integration is also crucial. Nobody has time to bounce between twelve apps. Look for a CRM that plays nicely with email, social media, invoicing tools, and whatever else a business might be juggling. If the software can’t integrate with other systems, that’s a drawback. Seamless syncing is what makes us smile.
Reporting features are essential to any CRM system. Numbers are boring until they’re in colourful charts. We want reports that show what’s working, what’s flopping, and where to focus energy. A good CRM will make the data obvious, not buried in spreadsheets that cause headaches. If the dashboard looks clean and organized, we’re impressed.
Best CRM Software in Canada
Maximizer started in Vancouver back in 1987. What began as a simple contact management tool is now used by over a million people worldwide. Their CRM software is well-suited to financial services like banking, wealth management, and insurance. It’s also a great companion to general sales teams, offering dynamic pipelines and custom workflows.
The platform’s AI is not here to mess around. It can summarize your calls and emails, adjust pipelines on the fly, and even hand you a playbook for what to do next. The software also has fast setup, smooth integrations with Microsoft 365, and an intuitive design. Plus, with real-time analytics and alerts, sales leaders get to feel like they’re one step ahead of their customer relationship management.
Under President Mike Curliss, who comes with heavyweight sales experience, the company keeps evolving. AI tools, integrations, and insights are all wrapped in a people-centred package. Looking ahead, Maximizer is focused on refining its AI and making CRM even smoother.
Maximizer ReviewsUsers are fond of Maximizer’s flexibility as a CRM platform. They love tweaking fields, dashboards, and modules until everything looks like their very own masterpiece. Just drag, drop, and done. Reviewers say, “Yes, this fits my business, thank you” and use Maximizer in their daily operations. All the client histories, notes, documents, and conversations live there together. Businesses with both B2B and B2C needs find it especially handy, because nothing gets lost.
Maximizer Location60 Smithe St #260, Vancouver, BC V6B 0P5
Maximizer Phone Number(866) 387-8764
Maximizer Website
CRM Software in Canada
SimplyCast began in 2009 in Halifax. It started with email automation and grew into a full-blown hyperautomation empire. The crown jewel is SimplyCast 360, a CRM platform with more than 20 integrated apps. We’re talking email, SMS, social media, surveys, live chat, landing pages, events, and even fax. Yes, fax. In business terms, it means you can actually reach everyone everywhere without juggling twelve logins.
For all its fun features, SimplyCast doesn’t mess around with security. It’s ISO 27001 certified and has TX-RAMP Level 2 credentials, which is basically nerd code for “your data will not be lost.” Clients across government, healthcare, and finance actually sleep at night because of this.
At the centre of it all is founder and CEO Saeed El-Darahali, who turned big visions into big funding. He obtained grants, investments, and even recognition from the Canadian Space Agency. Yes, the man literally got space money. He’s also in the Atlantic Business Top 50 CEO Hall of Fame. Looking forward, SimplyCast is expanding into Smart City, Smart Government, and Smart Healthcare divisions. Translation: they want to automate your inbox and your town hall meetings.
SimplyCast ReviewsReviewers like that SimplyCast throws everything into one big CRM system: email, SMS, voice, surveys, even social media. It is the buffet of marketing tools. Users praise its contact management with Lists, segments, lead nurturing, and personalized targeting. At the same time, there is some negative feedback. Reviewers complain about slow dashboards, clunky navigation, and the occasional crash.
SimplyCast Location780 Windmill Rd Suite 14B, Dartmouth, NS B3B 1T3
SimplyCast Phone Number(902) 835-8974
CRM Software in Canada
Launched in 2011, Kiwili is built for freelancers, entrepreneurs, and small-to-medium companies that want proper management tools without the overwhelming complexity. It’s cloud-hosted, easy to use, and makes it simple to keep clients, suppliers, and teams synced up from anywhere.
Kiwili is basically a Swiss Army knife for small businesses. Invoices, CRM, project tracking, time management, expense monitoring, even its own cloud storage called Kiwili Disk. It’s all in one browser-based platform, so freelancers and SMEs don’t need to juggle fifteen apps to keep their operations together.
Kiwili saves time by putting everything in one place. Billing, project tracking, tax calculations, pivot reports, and real-time dashboards are built right in. You can even import supplier data through a simple CSV. It’s streamlined and made for people who just want to get their work done without five different logins.
Kiwili ReviewsMany reviewers love Kiwili's CRM features: accounting, invoicing, projects, expenses, time tracking. In particular, Kiwili shines in invoicing and billing. Professional invoices? Check. Recurring billing? Sorted. Secure online payments? Yes, please. Users like having all financial tools in one place. Reports are customizable too.
Kiwili Location728 McEachran Ave, Montreal, Quebec H2V 3C7
CRM Software in Canada
BluRoot started with Massimo Ianniruberto at Queen’s University, where he discovered Zoho platforms and decided businesses deserved better tools. What began as consulting soon grew into building actual products, because apparently people needed more than just advice.
Based in Toronto since 2013, the company has carved out its niche as a Canadian fintech CRM leader. By 2019, BluRoot launched BluMortgage with Tom Hall. Within three years, it became the top CRM for mortgage brokers in Canada, handling over $12 billion in deals. Three of the top five brokers in the country now trust it. In 2023, BluRoot doubled down on products by creating Cloven, a CRM for financial advisors.
BluRoot integrates neatly with Office 365 and GSuite, making insurance and investment professionals feel like they finally have tech that understands them. BluRoot is a Zoho Premium Partner with more than ten years of expertise, and both BluMortgage and Cloven are built on Zoho One. That means serious functionality with the backing of a platform that already knows how to juggle complexity.
Bluroot ReviewsUsers love the clarity with BluRoot CRM. The dashboard is simple and intuitive. It cuts through the chaos of clients, commissions, claims, and billing. Insurance agents and brokers say it saves time, which is ideal for people who already have too many phone calls to manage. Cloud intake forms auto-magically turn into submissions, while leads are pinged through email and SMS. If there is one thing reviewers keep mentioning, it is the support. The BluRoot team is attentive, proactive, and guides clients through onboarding.
Bluroot Location2255B Queen St E, Unit 376, East York, ON M4E 1G3
Bluroot Phone Number1-833-416-0430
CRM Software in Canada
Centrix One was born in 2015 in Boucherville, Quebec, with one mission: give small and medium businesses a useful CRM. It mixed contact management, email marketing, pipelines, and automation into a tidy, cloud-based platform. It also played nice with QuickBooks Online and Acomba. The platform let users track every client interaction, run email and SMS campaigns, automate reminders, and build custom dashboards.
Centrix One stood out because it kept everything Canadian. Data is hosted here. There's bilingual support. They also focus on helping Canadian SMEs. In 2025, Centrix One merged with Boom CRM and rebranded as Cone. The platform now combines CRM, marketing automation, and AI tools. The goal? A clearer, more intuitive design.
Centrix One Location50 Rue de Lauzon, Boucherville, QC J4B 1E7
Centrix One Phone Number1-800-655-5101
CRM Software in Canada
InfoFlo has been around for over 15 years, built and supported entirely in Canada. From its Toronto base, it now serves more than 16,000 customers in about 40 countries. The company offers a full platform of connected tools. InfoFlo CRM keeps contacts and pipelines in order. InfoFlo Talk gives VoIP that doesn’t eat your wallet. InfoFlo Pay handles invoicing and payments. InfoFlo One lets you build custom apps. Everything works together without expensive integrations.
At the heart is InfoFlo CRM, recognized as the #1 CRM for Outlook. It links communications, tasks, and notes automatically, so users don’t have to play detective across inboxes. Customers can pick between cloud or on-premise hosting, and even get a one-time perpetual license with free upgrades for life.
Flexibility is the theme. InfoFlo CRM can be expanded with invoicing, project management, maps, dashboards, and more. Collaboration is smooth, workflows are customizable, and searches are clean. With InfoFlo One, businesses can even build their own tailored apps.
InfoFlo ReviewsBusinesses like that they can buy InfoFlo once, own it forever, and enjoy lifetime updates. Small teams especially love this because it means more budget left for other projects. Users rave about its organizational features. Contacts, emails, notes, and documents all live together on one platform. Integrations with Outlook, Gmail, Skype, QuickBooks, and even VoIP make it easy to keep everything under one roof.
InfoFlo Location230 Sheppard Ave W, North York, ON M2N 1N1
InfoFlo Phone Number(416) 223-4353
CRM Software in Canada
Method came out of a small business that was tired of clunky, rigid software. Instead of suffering, they built their own CRM in 2010. The goal? Big-league flexibility at small-business prices. Method CRM has the ability to sync with QuickBooks and Xero. Leads, invoices, payments, estimates are all updated in real time without duplicate data entry. The CRM software makes sure your financials and customer records are always in sync.
Different industries, different dramas. Method can adapt to manufacturing, IT, field services, or construction. Want automated reminders? A branded customer portal? Drag-and-drop automation? Method bends to your business instead of forcing you to bend to it.
You can also enjoy all-in-one tools. Lead management, job scheduling, invoices, payments, proposals, reporting, mobile access are all bundled together. Basically, everything from first customer hello to final payment goodbye happens in one system.
Method CRM ReviewsMethod is loved by small and mid-sized businesses, especially those married to QuickBooks or Xero. Users rave about Method CRM’s instant syncing with QuickBooks. Update something in one, and the other mirrors it. Businesses love it because it reduces the monotony of typing the same thing twice. However, not all is perfect with Method CRM. Some users mention lag or slowdown with heavy use. Customization can be powerful but also pricey, sometimes requiring developer help.
Method CRM Location410 Adelaide St W F3, Toronto, ON M5V 1S8
Method CRM Phone Number1-888-925-6238
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