The Best Sales CRM Software in Canada

1. Zoho

Zoho has been designed with sales teams in mind and scores a 4.3/5 for team infrastructure.  Zoho has the highest score for its features in our research with a 4.4/5. One of the main features it offers is the Blueprint, which allows you to custom build your own sales process. This Blueprint turns best practices into daily actions for your sales team, and means that all your sales agents follow the process just as you’ve designed it. When a deal is on the verge of being closed, the Blueprint ensures certain conditions are met, such as applying the maximum discount. You can also set actions, such as sending follow up emails, for each stage in the sales process and Blueprint will automatically carry them out. 

This platform also allows you to generate leads through social media by automatically converting activity into actionable leads. 

You have access to tons of Zoho apps that make it a comprehensive platform. These include social media management, live chat, invoicing solutions, a website builder and much more. But it’s worth being aware that there’s a fairly moderate learning curve, and the platform can sometimes be buggy especially for new products. 

2. Freshsales CRM

Freshsales scores a 4.4/5 overall, providing tons of advanced sales tools, although the more complex features can take longer to implement. Scoring a 3.5/5 for team infrastructure the system is suited to a full sales team, so if you have a small business with just one or two people on sales, many of the features won’t be relevant. Freshsales is super customizable – almost every aspect of the interface can be edited, meaning the system can be molded to suit virtually any industry or business. 

You can choose from hundreds of different currencies and over 10 languages, and you can also use AI-powered chatbots to provide your customers with 24/7 support. Customizable webforms mean that you can easily capture relevant customer data, staying on top of opportunities. Third-party app integrations are also available, but they’re limited compared to what’s offered by competitors. 

Workflow automation means you can set up tasks to be completed using custom rules. For example, you can have leads automatically assigned based on any number of factors, such as expertise or region. Sales sequences can trigger admin tasks to be completed, like sending out welcome emails. This only needs to be set up once and will then run by itself.  

3. HubSpot Sales Hub 

HubSpot scores a 4/5 overall and is an easy-to-use and customizable platform. Because it’s so easy to manage, it’s one of the best CRMs for salespeople as there’s no steep learning curve. HubSpot provides email tracking, allowing your sales team to follow up at the right time and close deals quicker. This email tracking information feeds into your pipeline, providing actionable insights. Speaking of HubSpot’s pipeline, users have reported that it’s highly intuitive and makes the sales process much smoother. 

HubSpot’s AI intelligence helps collect data from phone calls in order to work out what works best, and this information can be used to develop better sales tactics. You can also automate admin tasks to free up time and resources for your sales team and create a smoother day-to-day routine. 

Plus, HubSpot’s mobile app means the system can stay updated in real time even when agents are on the road. That said, some users have reported that the app lacks functionality. 

HubSpot has recently expanded its footprint to include Ontario, Canada, where it seeks to establish itself among the country’s fast-growing tech industry. With a score of 4.3/5 for scalability Hubspot is scalable so you can develop it alongside your growing business. HubSpot provides email templates to cut the time and energy your team is spending on crafting the right emails. Instead, the templates HubSpot offers can be personalized and sent in minutes. 

4. Salesforce Sales Cloud

Salesforce takes up around 20% of the market but comes eighth in our research, scoring a 3.4/5.  Despite its popularity and comprehensiveness, its low score is mostly down to how pricey it is. 

On all but the lowest tier, the Sales Console feature provides sales agents with the ability to easily follow up on leads, identify key contacts and assess companies. It can be customized to each sales process, and agents can view multiple tabs from one page so they don’t need to dig around for vital data. Instead leads, opportunities, prospects, campaigns and much more are at your agents fingertips. 

Salesforce also provides sales forecasting, with a complete view of your team’s entire pipeline. This increases efficiency and organization and ensures the best leads can be accessed at any time. Salesforce also provides accurate forecasting for complex sales teams, thanks to overlay splits which allow you to credit the right amount based on various factors such as revenue or contract value. Salesforce’s Canadian customer support is available in both French and English. 

5. Zendesk Sell

Zendesk Sell scores a 3.2/5 overall in our research and is a simple platform designed to be easy to use for your sales teams. Zendesk provides collaborative tools so everyone in your business is on the same page. For example, if a support ticket turns into a query about a product, a sales agent can seamlessly take over. Data is captured automatically, so both sales and customer support agents are always up to date. 

Scoring a 3.2/5 for features Zendesk’s sales pipeline is clear and makes it easy to see priority tasks, organizing and streamlining your sales process. The Smart Lists feature helps to section and filter leads in real time so your sales team can prioritize the right ones. Meanwhile, Zendesk’s mobile app lets you close deals from anywhere in the world. 

You can custom build your own apps using Zendesk Apps, plus integrate third-party apps such as Mailchimp. The insightful analytics mean you can view sales data in greater depth. Zendesk provides prebuilt dashboards for this, or you can easily create your own custom reports with point and click tools. 

As a downside, users have complained that the customer service is slow and that it can be difficult to get in touch with someone.