The demand for quality Customer Relationship Management (CRM) software in Canada is increasing. CRMs help keep customer communications organized and well-documented. And today’s CRMs can do much more: lead generation, email marketing, automation, customer satisfaction, and customer retention.
We’ll share Canada’s most popular CRM software tools to make your selection much easier.
The 8 Best CRM Software in Canada in 2023
|CRM||Free plan or free trial||English||French||English support||French support|
The best CRM software increases sales productivity by automating marketing and sales tasks. Modern CRMs also have a visual sales pipeline to easily track and move deals. Here’s are the best CRMs for Canadian small businesses.
Pipedrive is a simple, modern, and powerful CRM for sales teams at small businesses. Build customer relationships with email marketing, live chat, and sales automation. Monitor sales performance, predict sales, and generate reports on channels.
You can use Pipedrive in 19 languages, including English and French.
Pipedrive has over 250 integrations for landing page builders, marketing platforms, email marketing tools, scheduling apps, and lead generation software.
It’s easy to use without any complexity or distractions. Everything is focused on helping salespeople sell.
You get the lead, deal, calendar, and pipeline management. As your business grows, you can add email marketing and sales automations. There is a mobile app for iOS and Android to keep working on the move. The app includes call tracking, caller ID, search, and an organizer tool.
Try Pipedrive free for 14 days to explore the whole product. After the free trial, prices start from C$16/month for the Essential package, where you get a 3000 open deal limit, customizable pipelines, 30 custom fields, and management features.
- User-friendly UI, easy to get started
- Full view of the sales pipeline and teams
- Mobile apps
- Can’t trigger automations based on dates
EngageBay is an easy-to-use CRM software for small businesses with marketing, sales, and support tools. It’s an ideal one-stop tool. Connect marketing to your sales pipelines for full funnel automation. Their contact and lead management tools give you easy-to-understand data about contacts and contact groups. With lead scoring, you focus on your best prospects.
Engagebay has deal pipelines, email marketing campaigns, landing pages, pop-ups, sales automation, live chat, help desk, multi-currency support, and integrations with 30+ apps.
EngageBay is only available in English.
Sign up for free and get basic marketing, sales, and service tools for 250 contacts. Affordable pricing plans start at $12.74 (billed for 2 years) for 750 contacts, 3000 emails, landing page builder, SMS marketing, popups, email templates, lead scoring, and tag manager.
- CRM, Marketing, Sales, and Service in 1 package
- Generous free plan for any business getting started online
- Form and email editors are intuitive
- The low-cost Hubspot alternative many are looking for
- A few outdated email templates
Hubspot is an all-in-one CRM platform for marketing, sales, and customer support. HubSpot products are designed to work together, without extra custom integrations. The Sales Hub has sales engagement tools, quote and CPQ functionality, reporting and analytics, and 1000+ integrations
You can use this CRM software in 11 languages, including English and French.
The HubSpot Sales Hub has:
- Sales pipelines
- Email templates and tracking
- Meeting scheduling
- Sales analytics
- Multiple currencies
- Sales automation
- Document management and tracking
- Predictive lead scoring
- Call tracking
HubSpot has a free version with customizable quotes, team email, conversational bots, live chat, email marketing, ad management, forms, ticketing, and reporting tools. Sales Hub paid plans start at CA$59 (billed annually) with 2 deal pipelines, 5000 email templates, tasks and email notifications, and removed branding. The Professional plan is expensive, starting at CA$585/mo (billed yearly).
- Tracking with details about which campaign works
- All-in-one CRM platform
- 5000 email templates
- Expensive for SMBs
It’s available in 14 languages, including English and French.
- Visual sales pipelines
- Advanced marketing & sales automation with templates
- Email and SMS marketing
- Landing pages
- Web personalization
- Lead scoring
- 1-to-1 email
- Live chat
Try ActiveCampaign with a 14-day free trial that has every feature. Pricing starts at US$19 for Sales Plus for 1 user with automation, sales emails, lead capture forms, unlimited email sending, drag and drop email builder, segmentation, pipeline and deal management. For sales engagement automation and sentiment analysis, you’ll need Sales Professional, starting at US$49/month.
- Powerful and versatile email builder
- Advanced automation with pre-made templates
- Machine learning to improve marketing results over time
- 870+ integrations
- Takes some time to get used to the advanced features for beginners
Freshsales is a sales force automation platform for medium-sized businesses. It’s customizable to your company and the buying journey of your customers. Create custom lifecycle stages and automation to nurture leads.
The platform has automation workflows, sales sequences, task management, auto-assignment rules, and 30+ intergations. With these, you’ll automatically assign leads to the right salesperson, get reminders, and close more deals quicker.
Freshsales supports 10 languages, including English and French.
Freshsales has a free plan for 100 contacts which includes contact & account management, chat and email. Pricing starts at US$15/user/month (billed annually) visual pipeline, contact scoring, sales sequence, 20 workflows and 2000 bot sessions.
- Automation for emails, tasks, and reminder
- Syncing with calendars
- Efficient deal pipeline and contact management
- Phone, Email & WhatsApp together
- Isn’t the easiest to use
Monday.com is well-known for its project management tool for small businesses. The platform also includes a sales CRM with sales pipelines, contact management, lead capturing, customer projects, and sales activities.
Monday.com is available in 13 languages, including English and French.
Monday.com has a simple interface to quickly understand what stage your prospects are in. CRM-specific templates and boards include sales pipelines, tracking marketing activities, customer onboarding, and sales enablement. There are customizable analytics dashboards and automation workflows. The customer timeline view lets you track all customer interactions over time.
Monday.com’s free plan includes 1000 contacts, 2 users, and web forms to capture leads. Prices start from US$24 for 3 users, unlimited customizable pipelines, unlimited contacts, unlimited boards, deal management, and mobile apps.
- Fully customizable dashboard and interface
- Very easy to use and navigate
- Advanced project and task management
- No automatic archiving of board states
Salesforce is one of the most popular CRMs for medium and large businesses. It’s a complete CRM platform with tools for lead generation, lead nurturing, sales, and loyalty.
The sales CRM includes pipeline, account, contact, lead, forecast, and opportunity management. Together with Gmail and Outlook email integrations. The marketing platform has email marketing, automation, CMS, and mobile messaging.
You can use Salesforce in 15 different languages, including English and French.
Salesforce has 4000+ third party integrations for:
- marketing platforms, like ActiveCampaign
- email marketing tools, like iContact, Mailchimp
- landing page builders, lead generation tools, and more.
You can try Salesforce for free for 14 days. Sales Cloud pricing starts from US$25/ month for the Essentials subscription plan with account, contact, lead, opportunity management, email integrations, customizable sales process, and a mobile app.
- Customizable to fit different teams and needs
- In-depth reporting and analytics
- Available on desktop and mobile devices
- Expensive for small businesses
- Integrations can slow it down
Zoho CRM is a well-known CRM platform for small to mid-size businesses. It’s best for lead management, workflow, and sales automation.
You can easily track and close deals with Zoho’s sales automation features. At the top of the funnel, use Zoho to capture and score leads. Then set up lead nurturing email automations and keep track of lead engagement with analytics. Track what stage of the journey customers are in with deal management features. And have your sales reps reach out at the right time.
Zoho CRM is available in 28 languages including English and French.
Zoho CRM has a 15-day free trial to test the software. Monthly subscription plans start at US$14/month/user (billed yearly) for the Standard plan with sales forecasting, scoring rules, email insights, multiple currencies, tasks, calls, events, workflow rules, email templates, mass emails, and basic analytics.
- Convenient task management
- Call scheduling and call logs
- Google Ads integration
- Difficult to customize web forms
What is CRM Software?
CRM is a strategy to manage interactions with potential and existing customers. CRM software is used for managing customer relationships.
Instead of juggling with contact sheets, documents, email and chat apps, a CRM tool keeps everything in one place. The best CRM tools have data on your sales process and marketing campaigns. They tell your sales team which are the right sales opportunities. They help customer support teams provide a more efficient, responsive service. They automate workflows to help small businesses get more done with less input.
Must-have Features in CRM Software
CRM software give you useful data about your leads and existing customers. Knowing your customers improves service and customer satisfaction. Today’s best CRM tools for small businesses are far from the techy platforms they used to be. The best CRMs are slick, cloud-based applications that are big on presentation and usability.
Any good CRM service must have 6 main features:
- Contact management: store customer information like names, emails, addresses, social profiles, job titles, and more in a searchable database.
- Analytics and reporting: monitor important sales, marketing, and support data. And build customized reports for insights on how to improve results.
- Lead management: control the sales funnel by identifying, scoring, and moving leads through the pipeline.
- Email integration: send and automate sales emails to move leads through the funnel.
- Document management: collect, store and share documents in a central location, making it easy for everyone from a company to access information.
- Workflow automation and integration: automate emails and SMS to customers, tasks and notifications for sales reps, and data flow between software.
Capping off The Most Popular CRM: Canada
If you’re just getting started with CRM, save time on research with this list of the top CRM Canada. Look for an easy-to-use CRM with email marketing and integrations to your lead generation tools.
Do you know any other tools we missed? Leave it in the comment section below!