CRM Consulting Services

By the Top CRM Consultants in Canada

Optimize your customer journey with the right CRM.

Searching for the best CRM to improve your sales, marketing, and customer support processes? We can help you select and implement the right CRM and achieve the highest ROI from your CRM investment. Contact us today, our CRM consultants will do their best to meet your unique business needs with the best CRM solutions.

Get the Best CRM Solutions For

Effective Sales, Marketing, and Customer Service Processes.

We offer comprehensive CRM consulting services from CRM audits and optimization to set up, configuration, and integration. CiiAction is your CRM implementation & support partner. Let’s accelerate your CRM success. Getting started is the first step.

CiiAction CRM Services

Work Better and Grow Faster

We, with our expertise in implementing CRM solutions across all industries, can help you build the right CRM software to dramatically improve your business process and achieve a great customer experience. We specialize in helping companies, colleges, and organizations implement the most trusted cloud-based CRM Platforms in the world such as Salesforce, HubSpot, Zoho, and Dynamics 365.

Our team works closely with clients at all stages of the CRM projects – from business analysis and CRM Strategy development to customization, integration, and onboarding stages. We have the expertise to fully assist you in choosing and implementing your CRM and getting the most out of your CRM investment.

Integrate CRM Solution Into Your Enterprise System

Ensure Customer Relationship Optimization

CRM Strategy Services

Integrating A customer relation management (CRM) solution is necessary for building an effective enterprise interaction with existing and future customers. It has a direct influence on sales growth through improved customer interactions and data analysis from various communication channels like websites, calls, and social media. A CRM system enables companies for; more automation of sales and marketing processes, better sales and marketing alignment, managing all your business contacts and customer information in a highly secure cloud-based system.

CRM for Education

Looking For The Best-in-class CRM Consulting Services?

Let's Craft the Right CRM
and Transformation Strategy For Your Businesses.

Whether you’re a small business or a large corporation, our CRM consultants will create and implement a comprehensive CRM strategy designed to improve your end-to-end customer causation process, standardize customer data, and boost your conversion rates with world-class CRM experts at CiiAction Group. We offer our CRM services for both B2B and B2C enterprises.

Tell us about your CRM needs.

Cutting-edge and Tailored Strategy with Full-support in the Execution.

With our CRM, marketing, sales, and customer services expertise, we are one of the best potential partners for growing your business. We’re committed to helping you:

  • Select and implment CRM platform that works best for your business and industry,
  • Craft an CRM Strategy that includes system analysis, business process optimization, suggestion for all required apps and dashboards, and plan for integration with other systems to optimize customer experience and for boosting productivity, and 
  • provide effective onboarding with training your teams.

CRM Implementation in Action

Accelerate the Implementation and Maximize the Value of Your CRM.


CRM Strategy

Solution Design

CRM Action Plan


CRM data migration

System testing

User training

Project Closure

Successful CRM Execution with our CRM Services.

Modernize your business processes and grow with new streams of revenue. 

Learn More About Our Main Services

Business Growth Services | IT, CRM, & Digital Marketing.

digital transformation

Digital Transformation

Accomplish sustainable business growth with the right digital transformation and successful implementation of your strategy. Our IT, CRM, marketing, and change management experts are all committed to driving real value to our clients.

HubSpot Sales Enablement Strategy

HubSpot Services

Maximize your usage of HubSpot CRM and marketing tools with CiiAction’s implementation packages. Our services include HubSpot Integrations, Secure HubSpot Migration, Outsource HubSpot Management, and more.

CiiAction Salesforce Team

Salesforce Services

We are providing end-to-end Salesforce services covering the entire spectrum from strategy to solution implementation and support, including expertise on Sales Cloud, Service Cloud, Community Cloud, CPQ, Financial Service Cloud, and Education Cloud.

business intelligence Consulting

Business Intelligence Services

Develop advanced and intelligent analytics and reporting sharing with the support of our business Intelligent experts. We’ll help you build a powerful enterprise BI application, from data extracting, integration, and analysis to visualization and interactive dashboards using world-class BI tools like Power BI and Tableau.

Digital Team

App Development Services

Our Apps are unique, reliable, and memorable for every client. Such methodology becomes real due to our diverse team of qualified professionals who can design and implement the right App meeting each company's needs. Find out what covers behind our App Development and how it can be personalized for your own business.

Cloud Migration Services

Cloud Services

Migrate and manage effectively your business with all the features and performance benefits of your cloud environment to maximize your technology investment. Our qualified IT cloud team will ensure the security, scalability, reliability, and functionality of your cloud workloads. Rich out our team, We can help you implement the best solution for your organization.

Best CRM Consulting Services in Canada

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