Process Flow Consulting

What Process Flow Consulting does

Process Flow Consulting Inc. is a Vancouver-based, privately held Canadian IT consulting firm founded in 2018 that specializes in the implementation, customization, and integration of two open-source CRM platforms — SpiceCRM and SuiteCRM. Operating from offices in Vancouver, BC and Hamilton, Ontario with a headcount of 11–50, the firm delivers professional services to businesses, nonprofit organizations, government agencies, and insurance brokerages across Canada, the United States, the United Kingdom, Africa, Spain, and Belize. Process Flow does not develop its own CRM product; its value proposition rests on deep implementation expertise, personalized service delivery (including direct cell-phone access and intentionally limited project loads), and the ability to migrate clients from legacy platforms such as Salesforce and SugarCRM into SpiceCRM or SuiteCRM.

The company's service portfolio spans the full CRM lifecycle: IT consulting and requirements development, application customization, software integration with ERP, CMS, DMS, and BI systems, data migration (extraction, transformation, cleansing, validation, and loading), targeted training and enterprise-level support, and managed cloud hosting on Amazon EC2, Microsoft Azure, and private cloud environments. Process Flow actively contributes feature enhancements to the SpiceCRM ecosystem — notably the Organizational Units module and an Enhanced Tab Management context menu released in February 2024. The firm holds PIPEDA-compliant privacy practices and operates under Canadian Federal and Provincial jurisdiction.

Process Flow generates revenue primarily through project-based professional services engagements, supplemented by recurring managed hosting contracts. Its go-to-market motion is sales-led, beginning with free initial consultations and customized Proof of Concept demonstrations, then progressing to scoped implementation, integration, and ongoing support work. Pricing is not publicly disclosed, and the firm has raised no external funding, indicating organic, founder/owner-operated growth.

Name

Process Flow Consulting

Legal name

Process Flow Consulting Inc.

Website

https://processflow.ca

Company type

Private

Founded year

2018

Operating status

Operating

Headcount range

11–50 employees

Short description

Process Flow Consulting is a Canadian IT consulting firm specializing in SpiceCRM and SuiteCRM implementation, customization, integration, data migration, and managed cloud hosting for SMBs, mid-market firms, nonprofits, and government agencies across multiple continents.

Ownership category

akta.pro rank

Headquarters

HQ city

Vancouver

HQ country

Canada

HQ region

North America

Offices2 records

Markets served

GTM type

B2B

Offering type

Services

Cost components

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

Revenue model

1. CRM Consulting Services: IT consulting services working with clients to understand business rules and identify exact requirements, presenting cost-effective and user-friendly solutions.
2. Implementation & Customization: Application customization creating custom applications or tailoring out-of-the-box solutions to integrate with current workflows and technologies.
3. Software Integration: Integration services making multiple business applications communicate with each other to create unified systems.
4. Upgrades & Migration Services: System upgrade and data migration services ensuring all aspects of data are properly managed - extraction, transformation, cleansing, validation and loading.
5. Training & Support: Targeted training and enterprise-level support to ensure maximum utilization and uptime for critical business applications.
6. Deployment & Hosting: Hosting services on reliable, secure, and cost-effective platforms including Amazon EC2, Microsoft Azure, and Private Clouds, with options for client-managed or Process Flow-managed hosting.

Pricing tiers

Go-to-market motion1 record

Distribution channels3 records

Marketing channels3 records

Core offering

Process Flow Consulting is a CRM implementation company that delivers IT consulting, implementation, customization, software integration, upgrades and data migration, training, support, and cloud hosting services for the open-source SpiceCRM and SuiteCRM platforms. The firm helps businesses, nonprofits, and government agencies digitize, streamline, and simplify workflows by tailoring and integrating these CRM systems with existing business applications and deploying them on cloud platforms such as Amazon EC2, Microsoft Azure, and Private Clouds.

Product overview

Process Flow Consulting provides a suite of CRM services centered around two open-source platforms: SpiceCRM and SuiteCRM. SuiteCRM is a free, open-source CRM application (a fork of SugarCRM) that won BOSSIE Awards in 2015 and 2016 for world's best Open Source CRM. SpiceCRM is offered through Process Flow's managed implementation services. The company delivers these platforms alongside professional services including Implementation & Customization (tailoring solutions to specific organizational workflows), Software Integration (connecting CRM with ERP, CMS, DMS, and BI systems), Upgrades & Migration (including migrations from SugarCRM and Salesforce), Training & Support (targeted training and enterprise-level support), Deployment & Hosting (cloud deployment on Amazon EC2, Microsoft Azure, or Private Clouds), and Consulting (business requirements, prototyping, and technical development).

Differentiator

Problem solved

Functional benefit

Products and services

• SuiteCRM

Quantifiable outcome

• Streamlined sales cycles with effective tracking of each step
• +1 more outcomes

Named customers3 records

Segments4 records

Ideal customer profiles4 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration4 records

Feature4 records

Scale indicators2 records

Recent moves5 records

Expansion highlights4 records

Direct peers

• Silverline: CRM consultancy delivering strategy, implementation, and managed services around Salesforce and adjacent platforms. Closely mirrors Process Flow's full-lifecycle service approach and mid-market/enterprise customer focus.
• PolSource: Salesforce-focused consulting and product development firm delivering implementation, customization, integration, and managed services. Directly comparable professional services business model targeting organizations undergoing CRM deployments.
• Absyz: Salesforce consulting partner offering implementation, customization, integration, and managed services. Comparable boutique-style CRM systems integrator with a similar service-line mix and customer-engagement model.
• Salesboom: Cloud CRM vendor that also delivers customization, integration, and support services — combining a CRM product with implementation services similar to how Process Flow packages SpiceCRM/SuiteCRM with consulting.
• Simplus: CRM implementation and managed services consultancy historically focused on Salesforce, with a comparable model of consulting, implementation, integration, training and managed support. Same end-customer profile (mid-market and enterprise adopting/configuring CRMs) but anchored to a different proprietary platform.

Broad incumbents

• SugarCRM: The proprietary CRM platform from which SuiteCRM was forked. Operates in the same open-source-vs-licensed CRM market and represents both a competitor platform and a frequent source of migration engagements for Process Flow.
• Salesforce: Dominant CRM platform with a vast SI/consulting partner network. Process Flow explicitly helps clients migrate away from Salesforce to open-source alternatives, positioning it as a counter-position in the same market.
• Creatio: Low-code CRM and workflow automation platform with its own partner-implementation ecosystem. Competes for the same mid-market CRM modernization budget as Process Flow, with overlapping service categories like implementation, customization, and integration.
• HubSpot: Major CRM and marketing platform with an extensive Solutions Partner ecosystem. Competes for the same end-customer CRM-implementation budget, though it sells a proprietary product rather than open source.

Others

• SpiceCRM: Vendor of the SpiceCRM platform that Process Flow implements, customizes, and supports. Functions as a strategic platform partner and ecosystem enabler rather than a direct competitor.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat3 records

Key risks6 records

Key highlights7 records

Customer concentration

• Xx.com/process_flow
• Facebookfacebook.com/processflowconsulting
• LinkedInlinkedin.com/company/processflow

Compliance1 record

Revenue estimate

Valuation estimate

Number of profiles

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 Process Flow Consulting