In today’s data-driven business world, every activity of your business cycle depends heavily on the acquisition, management, and interpretation of data. Customer Relationship Management (CRM) software can make the process smoother by facilitating data-driven decision-making throughout sales and service management.

There are quite a few CRM software in Canada, and each has its specific competencies and pricing structure. Some of the standard features of CRM software include lead generation, sales management, communication management, report generation, and data analytics.

This article will introduce you to CRM software meaning, the main functions of CRM software, and CRM software examples, including the best CRM software in Canada. You will also learn about several free CRM software and examples of CRM software for small businesses. Let’s get started.

The 10 Best CRM Software in Canada for 2022

Our team of experts has spent hours testing and researching the best CRM software available in Canada and finally shortlisted the top 10 CRM solutions for you in 2022. Here they are:

  1. Salesforce – Best Overall CRM for Canada in 2022
  2. PipeDrive  – CRM for Deal-focused Sales
  3. Monday Sales  – Ideal for Sales Process Automation
  4. Zoho CRM - Fully customizable CRM software for Canadians
  5. Freshsales  - Suitable for Small Businesses
  6. Zendesk Sell – CRM for Zendesk ERP Users
  7. Hubspot CRM - CRM with a Freemium Version
  8. Maximizer CRM  - CRM for Sales Team Empowerment
  9. Less Annoying  – Affordable CRM
  10. Keap  - CRM for Professional Service Agencies

The Top CRM Software in Canada 2022 Reviewed

We will now compare the top CRM software you can get for your business in Canada based on our comprehensive research on their capabilities, pricing, pros, and cons. Let’s take a look.

1. Salesforce  -  Best Overall CRM for Canada in 2022

Headquartered in California, Salesforce is one of the best CRM software available globally. The solution includes comprehensive customer support, marketing automation, sales generation, revenue analytics, and application development. One of the fascinating things with Salesforce CRM is that you can tailor it for any industry and any business.

Salesforce is cloud-based and one of the top CRM software in Canada. Salesforce offers several solutions to meet the needs of any business. The all-inclusive CRM is called Customer 360, which is flexible and scalable.

Key Features

  1. Integrated Support  – As Salesforce is cloud-based, you can customize any features. The platform integrates AI-based lead generation, app development, and market analytics.
  2. Empowered Team Members  – Salesforce supports Slack as a communication tool, Einstein AI as a productivity-enhancing tool, and Trailhead as an open learning hub for your team.
  3. Customer’s Perspective  – The advanced data analytics of Salesforce Customer 360 lets you see from the customer’s point of view, and fully understand your customers’ pain points.

Price

  • Essentials: $25/user/month – Sales and customer support for up to 10 users
  • Professional: $100/user/month – Complete CRM solution
  • Enterprise: $175/user/month – Highly customizable CRM
  • Unlimited: $325/user/month – Full range of CRM and sales solutions

Pros

  • Advanced and integrated features
  • Third-party app marketplace
  • Excellent analytics and performance management tools

Cons

  • Difficult to learn for first-time users
Salesforce

Price

Key Features

Starts from $25/user/month up to $325/user/month

  • Integrated support
  • Empowerment for team members
  • Third-party app marketplace

2. PipeDrive  – Top CRM for Deal-focused Sales

PipeDrive is an excellent CRM solution in Canada, particularly for small businesses, and it offers advanced features at an affordable price. PipeDrive has positioned itself as one of the most easy-to-use and intuitive CRM tools available.

PipeDrive CRM emphasizes sales and lead generation, where you can set up your sales actions effectively and track progress toward achieving your sales goals. You can always optimize PipeDrive to meet your team’s goals.

Key Features

  1. Lead Management  – PipeDrive offers AI-driven and automated chatbots that can guide your prospects toward your sales team and sales pipeline with zero effort from you. You can create highly customizable web forms to learn details about your prospective customers.
  2. Communication Tracking  – You can track every communication between your sales team and prospects through a single unified dashboard. It gives you a birds-eye view of the phone calls, meetings, emails, and chats.
  3. Full Automation  – Once you implement PipeDrive, your sales team can eliminate many routine administrative tasks that take a lot of time every day through Pipedrive’s AI-powered automation.

Price

  • Essential :  $9.90/user/month  - Sales process simplification and management
  • Advanced :  $19.90/user/month  - Email and communication automation
  • Professional :  $39.90/user/month  -  Advanced revenue and performance management
  • Enterprise:  $59.90  –  Complete customization and comprehensive services

Pros

  • Excellent ease of use
  • Wide availability of add-ons
  • Mobile app with call and email synchronization

Cons

  • Limited features for the entry-level package
PipeDrive

Price

Key Features

Starts from $9.90/user/month up to $59.90/user/month

  • Lead management
  • Communication tracking
  • Task automation

3. Monday Sales  -  Leading CRM for Sales Process Automation

Monday Sales offers some solid CRM functionalities at an affordable price for small- and medium-sized businesses. The CRM tool comes with lead management, lead generation, customer tracking, marketing coordination, and customer onboarding assistance capabilities.

Monday Sales is fully customizable to suit your specific business needs, and you can avail of the service for any industry in Canada. The CRM solution lets you automate many of your typical and routine administrative tasks so that you can get time for more value-adding activities.

Key Features

  1. Full Customization  – The implementation team at Monday Sales is always ready to assist you with any customization from scratch. You can sync your sales and business cycle completely with this solution.
  2. Sales Process Automation  – You can automate many routine sales management tasks such as assigning representatives, setting reminders, email tracking, etc.
  3. One-click Deal Overview  – The one-click deal overview lets you see every aspect of a deal in no time, including contact details, deal progress, and upcoming activities.

Pricing

  • Free: $0 - Contract visibility
  • Basic: $10/user/month - Lead, contract, and deal management
  • Standard:  $14/user/month -  Sales process automation
  • Pro:  $24/user/month - Sales cycle insights
  • Enterprise:  Customized pricing - Advanced features

The pricing mentioned is applicable for a minimum of three users.

Pros

  • Total communication management
  • Customized dashboards
  • Feature-rich free version

Cons

  • 3-user minimum requirement
Monday Sales CRM

Price

Key Features

Starts from $0 to $24/user/month (minimum 3 users)

  • Full customization 
  • Sales process automation 
  • One-click deal overview 

4. Zoho CRM  - Fully customizable CRM software for Canadians

Zoho CRM is a part of Zoho’s ERP and business management solutions. Zoho CRM includes everything you typically need for customer management, including Zoho Mail, Zoho Desk, Zoho Books, and Zoho Creator. The partner apps of Zoho CRM include popular platforms like Google Workspace and Microsoft 365.

Zoho CRM lets you work seamlessly with your team through advanced team management and communication features. You can either use Zoho CRM as a standalone service or opt for an all-inclusive Zoho One package. You can also access the long list of Zoho apps from Zoho’s built-in marketplace.

Key Features

  1. Real-Time Analytics  – Zoho CRM lets you analyze your team performance in real-time with highly visual report generation and management tools. You can also follow key performance indicators and prepare AI-driven forecasts.
  2. AI-powered Communication  - Zoho CRM lets you automate your communication with leads across multiple channels through its AI-powered communication assistant known as Zia.
  3. Low-code Build Environment  – The Zoho Creator integrated into Zoho CRM lets you customize many aspects of the CRM solution through an easy-to-code development portal.

Price

  • Standard  –  $14/user/month
  • Professional  - $23/user/month
  • Enterprise  – $40/user/month
  • Ultimate  –  $52/user/month

Pros

  • Easy integration with Zoho’s other solutions
  • Advanced and complete range of features
  • Complete customizability

Cons

  • Higher price for advanced features
Zoho CRM

Price

Key Features

Starts from $14/user/month up to $52/user/month

  • Real-time analytics and reporting
  • AI-driven communication
  • Low-code build environment

5. Freshsales  -  Optimal CRM for Small Businesses

Freshsales is an SMB-focused customer management tool with all the main functions of CRM software. Small and medium business managers can fully customize the software package to suit their specific needs. Freshsales works smoothly with other ERP solutions offered by Freshworks, including Freshcaller and Freshdesk.

Freshsales supports over 30 languages globally and it is an excellent choice for you in Canada as well. The CRM tool lets you focus on generating high-quality leads while you can automate many tasks to the AI-powered chatbots.

Key Features

  1. Lead Generation  – Freshsales has a chain of useful lead generation functionalities integrated into the platform, including AI-driven chatbots, web forms, and a visitor intent analyzer.
  2. Contract Management  – The tools filter high-quality leads from low-prospect ones. The predictive contract scoring helps you identify contacts whom you can convert in a short time.
  3. AI-driven Insights  – Freshsales offers AI-powered insights and dynamic forecasting that analyze several internal and external factors to help you focus on revenue generation.

Price

  • Free:  $0  – Basic CRM functionalities with mobile app
  • Growth: $15/user/month  - AI-driven contract scoring and visual sales pipeline
  • Pro: $39/user/month –  Multiple sales pipeline and time-based workflow management
  • Enterprise:  $69/user/month  - Advanced customization and controls

Pros

  • Free version with mobile app
  • Simplified user interface
  • Advanced AI-powered features

Cons

  • Confusing price plans
Freshsales

Price

Key Features

Starts from $0 to $69/user/month

  • Lead generation and scoring
  • Contract management
  • AI-driven insights 

6. Zendesk Sell  -  Leading CRM for Zendesk ERP Users

Zendesk Sell is a sales-focused total CRM platform that supports integration with many other popular CRMs solutions, including Zoho CRM, Capsule, Salesforce, Nimble, and others. Zendesk Sell aims to provide some beneficial services to small and medium-sized businesses (SMBs) including lead management, customer communication, and complete visibility of the workflow and sales pipeline.

Zendesk Sell smoothly integrates with popular cloud storage and ERP solutions, including Dropbox, Hubspot CRM, MailChimp, and Intuit QuickBooks.

Key Features

  1. Productivity Management  - Zendesk Sell offers all-inclusive productivity management tools such as task flow management, email integration, and sales engagement.
  2. Superior Customer Experience  - To ensure the best experience possible for your customers, Zendek Sell lets you oversee a detailed view of customer information, including past sales records, future order pipelines, and communication records.
  3. Total Pipeline Visibility  - Zendesk Sell lets you view your total pipeline from an intuitive dashboard that includes reports and analytics.

Price

  • Team : $19/user/month
  • Growth: $49/user/month
  • Professional : $99/user/month
  • Enterprise: Customized pricing

Pros

  • Flexible pricing
  • Contract integration with 360-view
  • Intuitive user interface

Cons

  • Overwhelming features for small businesses
Zendesk Sell

Price

Key Features

Starts from $19/user/month up to $99/user/month

  • Productivity management
  • Superior customer experience
  • Total pipeline visibility

7. Maximizer CRM  – Ideal CRM for Sales Team Empowerment

Maximizer CRM is designed to substantially boost the productivity of the sales team and it is one of the best CRMs for your business in Canada. Maximizer has supported over 120,000 SMBs with customer management and sales generation functionalities with a convenient pricing structure.

Maximizer CRM supports both cloud-based and on-site implementation. The solution works smoothly with Microsoft Office and project management tools.

Key Features

  1. Instant Report and Insights  – Maximizer CRM provides you with comprehensive reports and insights that are updated in real-time, making it easy for you to track revenue progress.
  2. Customer Management  – You can get a full view of your customer issues right from your unified dashboard. This means you can always step in at the right point to resolve any customer issues proactively.
  3. Easy Operation  – The CRM tool is easy to deploy and has a flat learning curve. Your sales team won’t need any complicated training courses to fully utilize the tool.

Price

  • Small Office:  $35/user/month  -  Essential CRM functionalities
  • Business:  $55/user/month  – Advanced and configurable CRM
  • Professional:  $100/user/month  - High-quality and intuitive reporting and analytics

Pros

  • Intuitive dashboard
  • Complete sales management
  • 360 customer view

Cons

  • No free version
Maximizer CRM

Price

Key Features

Starts from $35/user/month to $100/user/month

  • Instant report and insights
  • Customer management and issue resolution
  • Easy and intuitive operations 

8. Hubspot CRM  - Top CRM with a Freemium Version

Hubspot CRM offers you one of the best CRM software experiences in Canada with its feature-rich freemium package. The CRM solution is straightforward to implement for small businesses that your sales and customer relations team can pick up in no time.

Hubspot CRM works smoothly for everyone on your team -  sales managers, salespersons, marketers, customer managers, and operations managers. You can add unlimited users and track up to 1 million contacts.

Key Features

  1. Advanced Sales Management  – Hubspot CRM provides your sales team with several good sales management functionalities such as instant notification of communication from prospects, email tracker, meeting scheduler, and live chat management.
  2. Real-time Activity Tracking  – You can enjoy instant reporting and analytics features with Hubspot CRM through an extensive reporting dashboard, company insights, and pipeline management.
  3. Full Integration  – Hubspot CRM supports integration with over 1,090 individual solutions, platforms, and add-ons. You can also build customized forms in no time for advanced lead generation.

Price

  • Starter: $45/month  - Marketing, Sales, Service, CMS, and Operations Hub;  Minimum 2 paid users
  • Professional:  $1600/month  - Minimum 5 paid users
  • Enterprise: $5000/month  -  Minimum 10 paid users

Pros

  • Freemium version with great features
  • Great email integration
  • Easy implementation

Cons

  • Expensive advanced features
Hubspot CRM

Price

Key Features

Starts from $45/month up to $5000/month (Freemium package is also available)

  • Advanced sales management
  • Real-time activity tracking
  • Full integration

9. Less Annoying  CRM – Most Affordable CRM in Canada

Less Annoying is one of the most feature-rich and simple CRM solution software applications with a convenient pricing structure. The dashboard gives you a complete picture of your total customer lifecycle.

Less Annoying offers a complete range of CRM tools, including contact management, task scheduling, lead management, pipeline coordination, team collaboration, mobile apps, and easy customization.

Key Features

  1. Advanced Scheduling  - The calendar view and task management of the Less Annoying dashboard makes schedule and appointment management easy and quick.
  2. Fast and Secure Collaboration  – Less Annoying lets you collaborate with team members with a few clicks. You can also set different access levels for your team members depending on their business roles.
  3. Easy Customization  – It is fairly easy to program and customize the functionalities and features of Less Annoying, and you do not need any IT experts to configure it.

Price

  • Up to 10 users - $15/user/month
  • 10+ users -  Customized pricing

Pros

  • 30-day free trials with a full range of features
  • User-friendly interface
  • Full functionalities on the mobile app

Cons

  • Not much advanced reporting and analytics
Less Annoying

Price

Key Features

$15/user/month (up to 10 users)

  • Advanced scheduling 
  • Fast and secure collaboration
  • Easy customization 

10. Keap  – Ideal CRM for Professional Service Agencies

Keap is an all-inclusive sales automation and CRM platform suitable for your business in Canada. Keap lets you generate, nurture and communicate with your leads productively toward successful conversion and great customer support.

Keap is particularly suitable for service businesses, including consultancies, coaching, marketing agencies, and start-ups, as the platform fosters frequent and meaningful communication with clients.

Key Features

  1. Email Automation  – Keap lets you create and launch fully automated email campaigns to reach out to your prospective leads, where you can also track the delivery and read the status of emails.
  2. Intelligent Lead Generation  - Keap CRM is designed to make your lead generation significantly more straightforward with several useful features such as blueprint capturing, template building, and appointment scheduling.
  3. Business Communications  – Keap helps you call and text your customers right from your phone; however, you can always keep your personal line and contact info separated from business contacts.

Price

  • Pro:  $129/month for two users
  • Max: $199/month for three users

Pros

  • Automated lead generation
  • Smooth integration
  • Feature-rich mobile app

Cons

  • Pricier than competitors
Keap

Price

Key Features

Starts from $129/month (2 users) to $199/month (3 users)

  • Email automation
  • Intelligent lead generation
  • Business communication handling 

Best CRM Software Canada  – Comparison

Here is a quick comparison of the price and key features of the best CRM software in Canada.

CRM Solution

Price

Key Features

Salesforce

Starts from $25/user/month up to $325/user/month

  • Integrated support
  • Empowerment for team members
  • Third-party app marketplace
PipeDrive

Starts from $9.90/user/month up to $59.90/user/month

  • Lead management
  • Communication tracking
  • Task automation
Zoho CRM

Starts from $14/user/month up to $52/user/month

  • Real-time analytics and reporting
  • AI-driven communication
  • Low-code build environment
Zendesk Sell

Starts from $19/user/month up to $99/user/month

  • Productivity management
  • Superior customer experience
  • Total pipeline visibility
Hubspot CRM

Starts from $45/month up to $5000/month (Freemium package is also available)

  • Advanced sales management
  • Real-time activity tracking
  • Full integration
Freshsales

Starts from $0 to $69/user/month

  • Lead generation and scoring
  • Contract management
  • AI-driven insights 
Maximizer CRM

Starts from $35/user/month to $100/user/month

  • Instant report and insights
  • Customer management and issue resolution
  • Easy and intuitive operations 
Monday Sales

Starts from $0 to $24/user/month (minimum 3 users)

  • Full customization 
  • Sales process automation 
  • One-click deal overview 
Less Annoying

$15/user/month (up to 10 users)

  • Advanced scheduling 
  • Fast and secure collaboration
  • Easy customization 
Keap

Starts from $129/month (2 users) up to $199/month (3 users)

  • Email automation
  • Intelligent lead generation
  • Business communication handling 

What is a CRM Software?

A CRM software is a software solution that lets you manage every aspect of your business’s relationship with its customers throughout the entire customer lifecycle, including lead generation, conversion, communication and service management. Typically, software companies offer CRM solutions as a SaaS or Software as a Service, where you can pay monthly or annually based on the services you want to integrate with your CRM software.

Why Should I Use CRM Software?

The main objective of CRM software is to make it easier for businesses to manage relationships with customers and contribute to business growth while ensuring a superior customer experience.

Here are some of the reasons for using CRM software in your business.

1. Higher sales

Sales can make or break your business. CRM software helps your sales team collect leads, sort out high-quality ones, and communicate with leads easily, resulting in higher sales. 

2. Better business process visibility

All of the departments of a business can take advantage of a good CRM solution for better customer management and services as the solution gives you excellent visibility on interactions with customers throughout different stages of the customer lifecycle.   

3. Improved customer service

A CRM lets you address the customer queries instantly leading to a higher quality of customer service. Many CRMs offer AI-powered chatbots, which can deal with many of the frequent queries from your customers and potential leads.

4. Better reporting and analytics

You can get an instant view of your sales, revenue, performance, customer satisfaction, and business goals through CRM system software’s detailed reporting dashboard. As a result, it gets easier to analyze performance and adjust forecasts accordingly. 

5. Better database management

You can keep all your potential leads and customer data organized in a central database of a CRM. You can always reach out easily whenever you want to communicate any business updates or deals. 

6. Improved communication

Most CRM software has integrated internal and external communication methods. For example, you can integrate Slack within a CRM to manage your internal communications. Meanwhile, you can sync your official business email or in-app calling with your CRM for external communication with customers.

What is the Best Free Software CRM?

Hubspot CRM is the best free CRM software based on our comprehensive review and research. Hubspot CRM comes with a freemium version with many necessary features your business will need. A major advantage of Hubspot CRM is that you can subscribe to additional options from the Hubspot marketplace as you go.

What is the Best CRM Software for a Small Business?

According to our analysis, experience, and research, Freshsales is the best CRM software for small business in Canada. It offers a free version that also includes a full-featured mobile app. The basic package of Freshsales starts from only $15/user/month, which is highly convenient for small businesses. You will also get all the necessary features for lead generation, sales management, communication handling and reporting.

What is the Best CRM Software for Non-profits?

Our experts recommend Less Annoying CRM as the best CRM software for non-profits primarily due to its service-focused design, user-friendly interface, and extremely simplified pricing structure. The best thing about Less Annoying is that you can access the complete package of features from as little as $15/user/month, as there is no separation of editions and pricing tiers. The pricing structure can be very convenient for non-profits.

How To Choose A CRM Software In Canada? Features To Look For

Having a clear idea about the main functions of CRM software will help you pick the best one for your business. Here are some features to look for:

1. Lead management

A good CRM software should make your lead management easier and more automated. You should be able to filter out high-quality leads from low-prospect ones, to reduce the time you spend on lead management and communication.

2. Marketing campaigns

Your CRM should let you automate many aspects of your marketing and advertising activities including email scheduling, email tracking, automated action-triggered email sending to qualified leads, and handling basic queries with AI-chatbots.

3. Reporting

A CRM with advanced data analytics and reporting capabilities can help you set, monitor, and achieve your business and revenue goals. Your CRM software should generate reports based on real-time data gathered from your sales team so that you can adjust your marketing and business strategy accordingly.

4. Data and communication security

Typically, you will store data and contact details of thousands of leads and customers within your CRM. Messaging between customers and your team members is also a part of this data. A data breach can be very costly for your business. So always check the security structure, protocols, and features thoroughly before subscribing to a CRM.

5. User-friendliness

One of the main functions of CRM software is to ease your team’s sales and customer management tasks. Thus, it will be counterproductive if you invest a lot of time and resources in training your team on how to use the CRM. User-friendliness is a core feature to look for while purchasing a CRM.

6. Customer support

When you purchase a CRM in Canada, get a clear sense of their customer support because your team may need frequent support during the implementation phase and for any customization. You should be able to reach out to the customer support team over live chat, email, phone calls, or live assistance through screen sharing.

7. Integration

Typically, no software alone can serve all of your business and communication management needs. However, if the software can integrate smoothly with other platforms and solutions, you can solve this problem. When purchasing a CRM, ensure it supports integration with the other platforms you use for your business activities.

How Much Does CRM Software Cost in Canada?

There are several CRM software in Canada with various price offerings. The cost of CRM software depends on its price and availability of features. A few CRM software applications also let you use the free versions with basic and necessary features that are often sufficient for small businesses, independent practitioners, consulting firms, and startups.

See below to get an idea of CRM software costs in Canada.

  • Free editions

As the name suggests, you won’t usually have to pay anything to use the free versions. Hubspot CRM, Freshsales, and Monday Sales offer free versions with no expiry date.

  • Basic editions

The basic variants are usually sufficient for small businesses and startups. For example, PipeDrive CRM’s base variant costs $9.99/user/month, whereas Zoho CRM costs $15/user/month. You can procure the base variant of Salesforce CRM, the best CRM software in Canada, at $25/user/month.

  • Mid-level editions

The mid-level variants of most of the CRMs will typically cost you between $40-$60/user/month, depending on what features you need.

  • Advanced editions

Ideally, the advanced versions are suitable for large organizations. CRM providers usually customize the variant and pricing to match your organizational needs.

Conclusion: What Is The Best CRM Software Canada?

CRMs usually differ based on their features, capabilities, and pricing. It is typically challenging to find a one-size-fits-all CRM solution that is suitable for all businesses. That said, our experts have conducted extensive research and identified that Salesforce is the best CRM software in Canada, considering features, pricing, and in comparison with market competitors.

Salesforce gives you excellent visibility of sales and customer management via an intuitive dashboard. The huge Salesforce marketplace lets you procure any necessary add-ons for your Salesforce platform. Small businesses in Canada can enjoy plenty of great features in the basic package that costs only $25/user/month. Check out Salesforce now to explore the features and book a trial for a hands-on experience.

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