CRM Systems

What CRM Systems does

CRM Systems Inc. is a privately held Canadian corporation headquartered in Winnipeg, Manitoba, that operates as a full-service implementation, customization, and integration partner for the Sage ecosystem, specifically Sage CRM and Sage 300 ERP (formerly Sage ERP Accpac). Founded around 2002 (firmographics) with operating history referencing roughly 15 years of activity, the firm employs 11-50 people, of whom approximately 10 constitute the Sage-certified services team led by President and Lead Project Manager Robert F. Barnes, who the company credits as having personally delivered more than 350 CRM implementations than any other consultant in the SMB marketplace. Core products under management are Sage CRM for sales, marketing, and service automation and Sage 300 ERP for accounting, inventory, order management, supply chain, HR, and procurement, supplemented by an extensive add-on catalog (MISys Manufacturing, Distribution, Warehouse Management, POS, EDI, eCommerce, BI, Payroll, PSA, Document Management, HR, Fixed Asset Management, and others) and the proprietary Agriflo sub-brand for HACCP/SQF food safety consulting in agribusiness.

The firm monetizes primarily through professional services engagements: consulting, implementation led by dedicated project managers, customized training, ongoing technical support with 8:30am-7:00pm Eastern Time coverage plus off-hours emergency support, custom development using Crystal Reports and Sage 300 tools, and multi-year software maintenance and support agreements with annual CRM upgrades and 18-month ERP upgrade cycles. Pricing is quote-based and not publicly disclosed; the firm offers free discovery consultations as the primary lead-conversion mechanism and distributes through direct sales by certified Sage specialists supported by an international partner network for specialized requirements. The customer base spans 65 industries across 16 countries and 4 continents, with named testimonial references including PARS - Public Agency Retirement Services, and a stated focus on mid-market manufacturing, retail, and agriculture companies, with oil & gas and association verticals flagged as upcoming focus areas.

Name

CRM Systems

Legal name

CRM Systems Inc.

Website

https://crmsystems.com

Company type

Private

Founded year

2010

Operating status

Operating

Headcount range

11–50 employees

Short description

CRM Systems Inc. is a Winnipeg-based Sage CRM and Sage 300 ERP implementation, customization, and integration consultancy serving mid-market companies across 65 industries and 16 countries with certified Sage-specialist consulting, training, support, and a proprietary Agriflo food safety sub-brand.

Ownership category

akta.pro rank

Product category

ERP & CRM Implementation Services

NAICS

Custom Computer Programming Services (541511)

SIC

Services-Prepackaged Software (7372)

akta.pro primary industry

CRM Implementation & Customization Services (BPAEAGAC)

akta.pro secondary industries

CRM Managed Services & Support (BPAEAGAD), CRM Strategy & Consulting (BPAFAFAA), Customer Service, Support & Contact Center CRM (HDAEAFAC)

Keywords

• ERP implementation services
• Sage CRM consulting
• ERP customization
• Business software integration
• Agribusiness software solutions

Headquarters

HQ city

Winnipeg

HQ country

Canada

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure

Revenue model

1. Consulting Services: Expert consultation services for business analysis, recommending trusted solutions, and advising decision makers to increase efficiency and promote growth.
2. Implementation Services: Software implementation including data conversion and migration of current processes to new systems, managed by dedicated project managers.
3. Training Services: Personalized training tailored to organization needs to maximize technology utilization and skill development.
4. Technical Support: Ongoing technological support with priority for urgent situations. Available 8:30am-7:00pm Eastern Time Monday-Friday with off-hours emergency support.
5. Custom Development: Custom report development using Crystal Reports and Sage 300 tools, customization of macros and applications for seamless automated processes.
6. Software Maintenance & Support Agreements: Business care agreements including new software versions, service packs, and hotfixes. Sage CRM software upgraded annually, ERP software upgraded every 18 months.

Pricing tiers

Go-to-market motion2 records

Distribution channels2 records

Marketing channels6 records

Core offering

CRM Systems is a full-service ERP and CRM implementation, customization, and development/integration provider specializing in Sage CRM and Sage 300 ERP (Accpac) platforms. The company delivers expert consultation, software implementation with data conversion, personalized training, ongoing technical support, and custom development for mid-market clients. It also offers the Agriflo sub-brand for agribusiness food safety and compliance.

Product overview

CRM Systems is a full-service ERP and CRM implementation, customization, and development/integration provider specializing in the Sage ecosystem. The company's core product portfolio centers on two main platforms: Sage CRM for customer relationship management and Sage 300 ERP (formerly Sage ERP Accpac) for enterprise resource planning and accounting. Sage CRM provides sales, marketing, and service modules with integrated CRM capabilities, while Sage 300 ERP handles inventory, order management, supply chain, accounting, and procurement. Built on these core platforms, CRM Systems offers an extensive suite of add-on modules including Professional Services Automation, Payroll, Warehouse Management, Point of Sale (POS), Manufacturing (via MISys), Business Intelligence & Reporting, eCommerce, Fixed Asset Management, Budgeting & Planning, Document Management & Workflow, and Cloud-Based Apps & Services. The company also provides specialized consulting services through its Agriflo sub-brand for food safety compliance (HACCP/SQF) and agribusiness finance support.

Differentiator

Problem solved

Functional benefit

Products and services

• Sage CRM Customer Relationship Management system that centralizes and manages all customer data, monitors customer interactions, and increases department performance. Features Sales, Marketing, and Service modules with integrated CRM capabilities, workflow automation, and ERP integration. Sold and implemented by CRM Systems for mid-market customers.
• Sage 300 ERP (Accpac) Enterprise Resource Planning solution that connects day-to-day business processes including inventory and order management, supply chain, accounting, human resources, procurement, and customer relationship management. Sold and implemented by CRM Systems with extensive add-on module ecosystem.
• Agriflo Food safety consulting service for agribusinesses with expertise in HACCP and SQF safety system design and implementation. Provides supplemental finance, accounting, and bookkeeping services for the agribusiness sector, with policy/SOP development and audit completion support.
• CRM and ERP Implementation Services End-to-end software implementation services for Sage CRM and Sage 300 ERP, including business analysis, data conversion and migration of current processes to new systems, managed by dedicated project managers.
• Consulting Services Expert consultation services including business analysis, recommending trusted solutions, and advising decision makers to increase efficiency and promote growth. Includes free discovery consultation.
• Training Services Personalized training tailored to organization needs to maximize technology utilization and skill development on Sage CRM and Sage 300 ERP platforms.
• Technical Support Services Ongoing technological support with priority for urgent situations, available 8:30am-7:00pm Eastern Time Monday-Friday with off-hours emergency support.
• Software Maintenance & Support Agreements Business care agreements covering new software versions, service packs, and hotfixes, with Sage CRM software upgraded annually and ERP software upgraded every 18 months.
• Custom Development Services Custom report development using Crystal Reports and Sage 300 tools, customization of macros and applications for seamless automated processes tailored to client needs.

Quantifiable outcome

• Over 375 projects completed successfully
• +2 more outcomes

Named customers1 record

Segments4 records

Ideal customer profiles4 records

Technology focussed Yes

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration2 records

Feature4 records

Partnerships

One partnership is on record.

• SagecoreTechnology or IntegrationCRM Systems is a leading delivery partner for Sage CRM and Sage 300 ERP solutions. They are the winner of the inaugural (and only) Sage ACCPAC CRM Development Partner of the Year Award. Sage is the world's largest business software vendor and largest mid-market software vendor in Canada with revenues exceeding $1 billion in North America.

Scale indicators4 records

Recent moves6 records

Expansion highlights5 records

Direct peers

• The Answer Company: The Answer Company is a Sage-certified ERP and CRM implementation partner serving Canadian and U.S. mid-market clients, directly comparable as a North American Sage partner with similar vertical breadth and implementation services focus.
• Rand Group: Rand Group is a Sage partner providing ERP, CRM, and business intelligence implementation and managed services to mid-market clients, directly comparable in product set and customer size profile.
• Acuity Business Solutions: Acuity Business Solutions is a Sage ERP and CRM implementation partner focused on mid-market manufacturing, distribution, and services, with a comparable Sage-centric, vertical-segmented delivery model.
• Boyer & Associates: Boyer & Associates is a Sage partner specializing in Sage 300 (Accpac) and Sage CRM implementation, customization, and training for mid-market clients, with a closely overlapping product and service focus to CRM Systems.
• Crestwood Associates: Crestwood Associates is a Sage partner delivering ERP, CRM, and business intelligence implementation and managed services to mid-market companies, comparable in both Sage ecosystem focus and mid-market consulting model.
• BCS ProSoft: BCS ProSoft is a Sage-authorized partner offering Sage 300 (Accpac), Sage CRM, and add-on module implementation and consulting, directly comparable as a Sage 300/CRM specialist serving similar mid-market verticals.
• Net at Work: Net at Work is a Sage, Acumatica, and HubSpot partner providing ERP, CRM, and HR consulting, implementation, and managed support to mid-market organizations, directly comparable in service portfolio and Sage-ecosystem focus.
• SWK Technologies: SWK Technologies is a long-standing Sage-authorized partner offering ERP, CRM, and business intelligence implementation, customization, and managed services to the U.S. mid-market, directly comparable in product focus and customer profile to CRM Systems.

Broad incumbents

• Acumatica: Acumatica is a cloud-native ERP and CRM vendor serving mid-market customers, comparable as a competing mid-market business management platform that could displace Sage 300 implementations over time.
• Sage Intacct: Sage Intacct is Sage's cloud-first mid-market financial ERP and CRM-adjacent platform, broadly incumbent in the same customer segment and representing both a partner opportunity and a substitution risk to CRM Systems' Sage 300/CRM practice.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks6 records

Key highlights7 records

Customer concentration

• Xx.com/crmsystems
• Facebookfacebook.com/crmsystems
• LinkedInlinkedin.com/company/crm-systems-inc-

Revenue estimate

Valuation estimate

Number of profiles

Profiles4 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about CRM Systems