Best Contact Management Software in Canada

ClickUp doubles as a flexible contact management system using custom fields and relationship features. Store contacts as tasks with fields for email, phone, company, role, deal value, and any custom attribute. Relationship fields link contacts to deals, projects, and accounts. List and Table views create sortable, filterable contact databases. Forms capture new contacts automatically. Automations trigger follow-ups and reminders. Dashboards visualize your contact pipeline and engagement metrics. No rigid CRM schema, just a flexible system that adapts to how your team manages relationships, all connected to your actual work.

Planfix Contacts provide a central place for working with clients, suppliers, contractors, partners, and other external contacts. Flexible fields let teams structure contact records around their own processes while keeping related tasks, files, and communication available in the same context. It does not matter whether a customer writes by email, WhatsApp, Telegram, social media, or another connected channel: the manager receives the message and replies directly from Planfix while the customer continues using the channel they prefer. This gives employees the full communication history when they need it and reduces the risk of losing requests between different inboxes and messengers

Shape is purpose-built sales and marketing automation software that comes with pre-built features that can be configured for any business. The easy-to-use interface empowers your teams and consolidates all aspects of your business in one AI platform. Shape provides a collaborative space for your teams to stay aligned and efficient in everything they do, whether it's streamlining your sales pipeline, engaging more prospects with marketing sequences and digital ads, nurturing customer relationships, communicating seamlessly, or tracking projects. Start growing your revenue with Shape's suite of services today.

monday AI work platform is an AI-powered work management and collaboration platform that enables organizations to manage projects, operations, workflows, and business processes through a centralized digital workspace where people and AI agents work together. The platform combines workflow automation, project management, team collaboration, and AI-driven execution tools to help businesses streamline operations, automate repetitive tasks, and improve productivity across departments such as marketing, sales, IT, HR, operations, and product management. monday AI work platform supports customizable workflows, dashboards, integrations, automations, and AI agents that can perform tasks such as research, reporting, meeting management, risk analysis, process optimization, and workflow orchestration within a secure enterprise-ready environment.

Airtable is an AI-powered workflow platform that helps teams unify data, build apps, automate processes, and collaborate in one connected workspace. The platform enables users to create production-ready applications with no-code components and conversational AI app building. Airtable agents can work across large sets of records, reason over operational data, and orchestrate actions across workflows. The platform supports teams in product, marketing, project management, operations, sales, design, and creative work. Enterprise capabilities include scalable infrastructure, advanced permissions, RBAC, AI controls, provisioning, audit logs, data loss prevention, e-discovery, and data residency. Built for organizations of all sizes, Airtable helps teams connect workflows, embed AI into operations, and build business applications faster.

Know your customers and grow your business with Insightly. A powerful and easy to use customer relationship platform for small and mid-size businesses, Insightly enables teams to accelerate sales, build relationships, and deliver projects on time. It offers native integrations to Gmail, Office 365, MailChimp, and other popular applications. Insightly also offers tools to help companies manage contacts throughout the sales lifecycle, track customer relationships, monitor their sales pipeline, and more.

With SpinOffice, you create a central spot for your mail, business contacts, appointments, tasks, projects, folders, documents, files and notes. Best of all, you share all information in the database with your colleagues, which makes SpinOffice the ultimate team application for any small to medium sized business. Customer management A central database for your business relations, email management, appointments, tasks, notes and conversation reports, projects, files, documents and files. Communication Use templates (mail & documents) for optimal communication, segment relationships (contacts types & tags) and build your own personalized CRM database. Collaboration Save time and increase productivity within your organization by sharing information and collaborating as a team. Discover how your business can grow with SpinOffice CRM! Sign up and get started with the free version. Upgrade to Pro for € 27,50 per month per user to get unlimited data storage and more features.

Manavate is a cloud based management system that makes it infinitely easier for you to run your business. Say goodbye to hours lost on phone calls and emails that too often lead you away from efficiency and towards chaos. Sign up for a free trial and enjoy all the benefits Manavate has to offer.

Establish and organize your businesses’ customer and contact information, which is the cornerstone to sales, marketing, and support activities. Harness the power of marketing automation and improve your business engagement from awareness, through purchasing to advocacy. Achieve greater efficiency and business velocity by leveraging team collaboration for all sales, marketing, and support activities. Remove the boundaries of distance, by adding the power of face-to-face video conferencing to all your sales, marketing, support, and business activities. Harness the power of marketing automation. Improve your business engagement from awareness, through purchasing, to advocacy. Achieve greater efficiency and business velocity by leveraging team collaboration for all sales, marketing, and support activities.

Futuramo empowers teams to manage work, share tasks, report bugs, and track time effectively. Futuramo offers a suite of essential project management tools for creative teams. Use the Futuramo apps to speed up collaboration, communication, and idea exchange. Work together with your team and clients on common projects effectively and without distractors. Learn more about Tasks, Visual Tickets, and Time Tracker. Futuramo provides a set of smart apps designed to foster collaboration between teams, clients and business units. Invite members to work with you on common projects, exchange tasks and tickets, share and assign workload, and more. Make work easier for everybody in your team.

eStudio 7 is Same-Page's simple solution that works for all kinds of businesses! There is no software to install and eStudio 7 works with Windows, Mac and Linux computers. eStudio 7 cost $59 per month and includes 500 MB of group file storage, 4 FTP with 200 MB of storage, 3 project modules and an unlimited amount of users! Select from our scheduling calendar, contact manager, file sharing, discussion boards, project management software and deploy your customized solution in less than 2 minutes. eStudio 7 is the perfect intranet or shared drive alternative for small and medium business with a minimal impact on your budget. Fast, Flexible, Affordable, eStudio 7 levels the playing field allowing you to compete for new business opportunity and increase communications within your workforce.

Building better business begins by building better people. PlanPlus Online Business Edition is the only software product that combines a proven personal productivity engine used by over 15 million people with powerful Customer Relationship Management system. With collaboration, sales, marketing, and project management features, PlanPlus Online’s Business CRM solution enables productivity and ensures accountability within your organization.

The easiest way to handle multiple things in one place, which helps you to organize your clients as well as your team, your team gets notified their worklist in advance, so they can plan and increase their productivity. Here you can separate your all project with different team members. Your client wants to know what is the progress of their work, So you can add him in a to-do as a client role. Your team can follow up with the client and ask for feedback, everything is on record so don't worry about future trouble. Some project is based on the deadline, So here you can set a time, that defines when they have to finish a project. Time is money, If you save time or You save money the both are always equal, Here you have the opportunity to save indirect money.

Profiler Cloud is a suite of applications for digitizing every process in your company. With Profiler Cloud you digitize every aspect of your company, personnel management is no longer a problem with Docker, track attendance, distribute payslips and manage your employees' holidays and leave. With Graphit, you implement a graph metric signature process in a simple way in your ERP, allowing you to sign your files even on the move. Docker digitizes and simplifies the relationships between human resources and workers. With Graphit you can easily implement the graphometric signature in your company. Designed for the basic user, complete for the advanced user. Each element in Profiler Cloud is designed to be easily understood and assimilated by any type of user on any type of device. Profiler Cloud speeds up your work by integrating with most management software, without developing expensive customizations. You will be completely independent of enterprise software.

Solve Service Management CRM. Servicing customers is tricky. We worked on that. It turned out pretty well. Renowned for service management, scheduling and sales. Simplify all record keeping, communication, scheduling and information sharing; especially when mobile. Move away from paper, spreadsheets, excessive calling, and unloved software. Automatically remind staff when to act and highlights what the priorities are. Make it drastically easier for all staff types to contribute, improve service and offer proactive support.

RapidStart CRM is the most Simple CRM solution on the Microsoft Stack. Purpose-built with feedback from thousands of users. You can be up and running in minutes. You can have RapidStart CRM integrated into your Outlook or Microsoft Teams environments in a few more minutes and at no additional cost. RapidStart CRM is completely “unlocked” for further customization by you, your partner, or with our help. You can build solutions to almost any business challenge on our foundational data model. RapidStart CRM includes exclusive features like our quick steps buttons for “one-click” record creation, record hashtagging, our RapidStart settings app, full documentation dashboards and our how to integrated video user training toolset! These capabilities and much more can be added to RapidStart CRM, with just a few clicks.