CRM Consulting Services in Canada

Canada CRM Consultants

Customer relationship management (CRM) consulting is a growing necessity for Canadian businesses looking to scale operations, manage client pipelines, and integrate digital-first engagement strategies. The Canadian market has unique dynamics: a strong small-to-medium business ecosystem, enterprise-level players in finance and technology, and diverse industries requiring tailored CRM expertise.

This article highlights trusted Canadian CRM consultancies that stand out for their research-driven methodologies, proven client results, and long-term adoption strategies. Instead of ranking, we present each consultancy with transparency and radical authenticity, so readers can discover partners that best align with their goals.

Methodology: How We Chose These Canada-based CRM Consulting Services

Our selection of standout CRM consulting services in Canada follows a rigorous review process.

🔎 Research-driven: Each consultancy has demonstrated verified public results, thought leadership, or client case studies that validate their expertise.

💬 Client-reviewed: Agencies featured here have measurable ROI outcomes and positive feedback from client engagements.

📍 Location-based: All firms and founders are firmly rooted in Canada, with leadership recognized in the Canadian CRM ecosystem.

🌟 Canada CRM Consultants - Provider Spotlights

Gloo CRM Inc.

What they do
Gloo CRM Inc. specializes in Microsoft Dynamics 365 and Salesforce consulting, offering end-to-end services including implementation, integrations, and CRM optimization. Their approach balances technical precision with business alignment to ensure long-term adoption.

Who they work with
Mid-sized companies and enterprise clients across Canada.

Operating model
Vendor-certified consultancy with a collaborative project-based model.

💡 Why they stand out:

🧩 Expertise in both Dynamics 365 and Salesforce ecosystems.

📊 Proven results in optimizing sales and service pipelines.

🤝 Strong client retention through long-term managed services.

Lorin Bourassa, Founder, President & Senior CRM Consultant of Gloo CRM Inc.

Lorin Bourassa is an experienced CRM strategist with a background in Microsoft and Salesforce ecosystems. He has advised clients across multiple industries, helping them improve customer engagement and digital adoption. Known for bridging technical expertise with business impact, Lorin has built Gloo CRM into a recognized Canadian CRM consultancy. His leadership emphasizes sustainable implementations and client empowerment.

Clientric CRM Consulting

What they do
Clientric CRM Consulting helps businesses implement HubSpot and Salesforce solutions, blending automation with user adoption strategies. Their consulting model prioritizes efficiency and measurable client outcomes.

Who they work with
Small to mid-market businesses and startups.

Operating model
Advisory-first with scalable implementation support.

💡 Why they stand out:

🚀 HubSpot and Salesforce expertise tailored to SMB growth.

🎯 Practical frameworks for automation and customer engagement.

📈 Measurable ROI demonstrated in client case studies.

Kasey Luft, Founder & CEO of Clientric CRM Consulting

Kasey Luft is a seasoned CRM consultant specializing in HubSpot and Salesforce ecosystems. With years of experience guiding SMBs, Kasey is recognized for helping businesses streamline processes and achieve faster time-to-value from their CRM investments. His leadership style blends technical knowledge with a client-centric approach, making him a trusted partner for growth-focused firms.

Focus CRM

What they do
Focus CRM provides strategic CRM consulting and implementation services, helping organizations refine customer engagement strategies through Dynamics 365. They combine technology and operational frameworks to ensure compliance and adoption.

Who they work with
Regulated industries, including finance and professional services.

Operating model
Compliance-first advisory and implementation support.

💡 Why they stand out:

🧑‍💻 Specialization in Microsoft Dynamics 365.

🔐 Strong compliance and security alignment.

🎓 Training-first approach to empower client teams.

Lisa Rodrigues, Founder & President of Focus CRM

Lisa Rodrigues is a recognized expert in Microsoft Dynamics 365 consulting with a focus on compliance-driven industries. She has worked with leading Canadian firms, ensuring technical rollouts meet regulatory standards. Her leadership emphasizes both technical execution and user adoption, making her an effective bridge between IT teams and business stakeholders.

Purely CRM

What they do
Purely CRM specializes in Microsoft Dynamics 365 solutions, offering full-cycle services from strategy to implementation. Their consulting model is based on enterprise-level delivery frameworks.

Who they work with
Large organizations and enterprises across sectors.

Operating model
Enterprise-grade implementation with ongoing support.

💡 Why they stand out:

🏢 Enterprise-scale expertise in Dynamics 365.

📊 Proven methodologies for large-scale rollouts.

🌟 Trusted long-term partner for major Canadian enterprises.

Marty Hall, Founder & Managing Director of Purely CRM

Marty Hall has decades of experience leading technology projects across Canada. His career highlights include large-scale Dynamics deployments with measurable ROI for clients. Known for combining operational oversight with technical execution, Marty has positioned Purely CRM as a trusted Microsoft Dynamics consultancy in Canada.

OTP Design-Works

What they do
OTP Design-Works blends CRM consulting with custom technology solutions, offering Salesforce and Dynamics implementations tailored to unique business challenges.

Who they work with
SMEs and sector-specific organizations.

Operating model
Hybrid approach combining CRM consulting with design-led solutions.

💡 Why they stand out:

🎨 Unique blend of CRM consulting and creative solutions.

🔧 Custom-built frameworks for niche industries.

🤝 Longstanding reputation in the Canadian consulting market.

James Kinnaird, Founder/Owner & Senior Business Consultant of OTP Design-Works

James Kinnaird is a Canadian entrepreneur with expertise in Salesforce, Dynamics, and technology integration. He has built a consultancy that emphasizes tailored solutions, ensuring technology fits client needs rather than the reverse. James is known for his creative problem-solving and pragmatic consulting style.

RFDM Solutions

What they do
RFDM Solutions delivers CRM consulting focused on HubSpot and Salesforce, integrating CRM strategies with marketing automation and analytics.

Who they work with
Growth-stage businesses and marketing-led organizations.

Operating model
Marketing-driven CRM consulting with technical depth.

💡 Why they stand out:

📈 Integration of CRM and marketing strategies.

⚡ Agile frameworks for fast-growing businesses.

💡 Emphasis on analytics-driven decision-making.

Ryan Foster, Founder & Managing Director of RFDM Solutions

Ryan Foster has extensive experience in CRM, digital strategy, and analytics. His career spans marketing and technology, making him a unique leader at the intersection of CRM and marketing automation. Ryan’s leadership style prioritizes measurable growth and transparency in consulting engagements.

App Solve

What they do
App Solve is a Salesforce-focused consultancy offering implementations, managed services, and business transformation strategies. They help organizations unlock scalable CRM adoption.

Who they work with
Startups, SaaS companies, and mid-market firms.

Operating model
Agile, Salesforce-first delivery.

💡 Why they stand out:

🚀 Salesforce consulting expertise with international reach.

📊 Proven frameworks for scaling SaaS businesses.

🤝 Strong client partnerships with measurable outcomes.

David Brabrook, Founder & CEO of App Solve

David Brabrook is a Salesforce strategist with deep experience in helping SaaS and mid-market companies implement CRM systems. He has overseen projects that led to improved customer retention and sales efficiency. David’s leadership emphasizes innovation, scalability, and client collaboration.

Intelli-CloudWare Inc.

What they do
Intelli-CloudWare Inc. provides Microsoft Dynamics consulting with a strong focus on automation and data-driven adoption.

Who they work with
Mid-sized businesses and regulated industries.

Operating model
High-touch consulting with compliance-first delivery.

💡 Why they stand out:

📊 Data-driven adoption strategies.

🔐 Compliance-focused consulting.

🧑‍💻 Strong technical specialization in Dynamics.

Janardhan Kandla, Founder & Senior Vice President of Technology  of Intelli-CloudWare Inc.

Janardhan Kandla is a Canadian CRM consultant with years of expertise in Microsoft Dynamics and business process automation. He is recognized for delivering secure and scalable CRM rollouts. Janardhan’s leadership style combines technical rigor with a practical, client-first approach.

BluRoot

What they do
BluRoot offers Zoho CRM consulting, helping businesses adopt cost-effective CRM solutions. Their focus is on automation, pipeline management, and integrations.

Who they work with
SMEs and startups in Canada.

Operating model
Boutique, Zoho-first consultancy.

💡 Why they stand out:

🌀 Deep Zoho CRM specialization.

🚀 Affordable solutions tailored for SMEs.

📊 Proven results in sales process automation.

Massimo Ianniruberto, Founder of BluRoot

Massimo Ianniruberto is a Zoho CRM expert with extensive experience helping small businesses implement affordable and scalable CRM systems. He has built BluRoot into one of Canada’s few Zoho-specialist consultancies. Massimo’s leadership highlights accessibility and measurable business outcomes for clients.

MOJA Technologies Inc.

What they do
MOJA Technologies Inc. delivers CRM consulting and technology integration, with a strong focus on Dynamics and cloud adoption.

Who they work with
Enterprise organizations and public sector institutions.

Operating model
Large-scale rollouts with cloud integration.

💡 Why they stand out:

🏢 Experience with enterprise-level rollouts.

☁️ Cloud-first CRM adoption frameworks.

📈 Proven case studies in digital transformation.

Victor Emmanuel Kodio, Founder & Managing Partner of MOJA Technologies Inc.

Victor Emmanuel Kodio has led multiple enterprise technology transformations, focusing on CRM adoption and cloud integration. His expertise spans public sector and large enterprise clients. Victor is recognized for balancing technical leadership with strategic oversight, ensuring sustainable outcomes.

Closing Insights on CRM Consulting Services in Canada

CRM consulting services in Canada play a vital role in helping organizations streamline operations, improve customer engagement, and drive measurable growth. From enterprise-scale deployments to boutique advisory models, consultancies across the country are shaping the way businesses adopt CRM platforms. Their approaches blend compliance, automation, and industry specialization, ensuring that solutions are not only technically sound but also aligned with long-term business goals. This relevance highlights how CRM consulting has become a cornerstone of digital transformation in the Canadian market.

At Digital Reference, radical authenticity means presenting firms and professionals as they are—backed by verifiable experience and measurable results. This approach underscores the importance of trusting transparent expertise in a market that depends on proven frameworks and consistent outcomes.

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CRM consulting in Canada reflects a growing demand for expertise that balances technology with long-term organizational alignment. These services are not just technical rollouts—they are frameworks that shape how businesses engage with their customers and scale sustainably. The future of CRM adoption will depend on leaders who can connect operational realities with transparent expertise. For those looking to explore trusted perspectives and actionable insights, the best place to begin is Digital Reference.