Canada · Industry category
CRM for consulting & professional services teams in Canada
Manage proposals, retainers, project stages and renewals in one CRM. Pick the consulting type closest to your firm. Built for Canada teams — CAD pricing, Email & Phone, and HST/GST-ready invoicing.
Consulting sells trust on long sales cycles. Project-based engagements need stage tracking; retainers need renewal calendars; both need clean handoffs from sales to delivery. In Canada, sellers juggle provincial tax (HST/GST/PST) and bilingual (EN/FR) follow-up, plus heavy CRA documentation in regulated practices.
HelloGrowthCRM ships PIPEDA-aligned defaults, QuickBooks/Xero sync, HST/GST capture per invoice, and bilingual email/SMS templates. Pick the sub-vertical closest to your business.
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Sample data · explore the tabsConsulting CRM — Canada
Proposal pipelines, retainer renewals and project-stage handoffs.
Proposal pipeline
₹3.2Cr
Active engagements
18
Utilisation
78%
Renewals (60d)
₹84L
Discovery
1Acme Pvt — operating model
Discovery
₹24L
Proposal sent
1FinTech — GTM strategy
Proposal v2
₹42L
Negotiation
1RangeCo — board advisory
T&Cs
₹14L/yr
Won
1GreenCo — 6-month engagement
Starts 1 Jun
₹38L
5 related industries
Pick the sub-vertical that fits your business
Each industry below has its own dedicated page with tailored pipelines, KPIs, sample data and FAQs. Click a card to open the full industry view.
Consulting firms (all)
Multi-discipline consulting CRM with proposal pipelines and engagement tracking.
Open Consulting firms (all) page →Management consultants
Strategy projects, leadership offsites and operating-model engagements.
Open Management consultants page →Franchise consultants
Franchisee pipelines, FOFO/COFO models and renewal cycles.
Open Franchise consultants page →Life coaching
Discovery calls, programme enrolment and renewal cycles.
Open Life coaching page →Holding & investment firms
Investee tracking, board reviews and portfolio pipelines.
Open Holding & investment page → FAQs