MasterSolve
MasterSolve is a privately held Canadian management consulting firm that helps mid-market and enterprise clients implement CRM and CX systems, run business transformation programs, and execute cloud engineering projects across SugarCRM, Salesforce, and Zendesk.
- Company typePrivate
- Founded2015
- HeadquartersWhitby, Canada
- Headcount11–50
- GTM typeB2B
- OfferingServices
What MasterSolve does
MasterSolve Inc. is a privately held Canadian business and strategy consulting firm founded in 2015 and headquartered in Whitby, Ontario, with US operations. The company historically delivered CRM, customer experience (CX), marketing automation, and cloud engineering services, with deep specialization as a SugarCRM Elite Partner alongside certified implementations of Salesforce and Zendesk. Its core productized offerings were the MasterPlan CRM Success Program (unlimited administration, training, and guidance for a fixed monthly fee) and S.M.A.R.T. Managed Services (System Maintenance & Remote Troubleshooting), supported by a free online pricing calculator. Following the February 1, 2022 sale of its CRM and CX practice to Faye (FayeDigital), all SugarCRM, Salesforce, and Zendesk clients were transitioned to the acquirer, and MasterSolve repositioned itself as a management consulting firm focused on Business Transformation and Cloud Engineering.
The firm's business model combines project-based professional services with a smaller recurring managed-services subscription book, delivered through direct enterprise field sales and CRM platform channel partnerships. Customers are diversified across verticals including Property Management, Manufacturing, High-Tech & Security Software, Financial Services, and Transportation & Logistics, with named accounts such as SiteLock, ATCOM, Elliott Matsuura Canada, Rhino Fleet Tracking, Karpel Solutions, and GN Thermoforming Equipment. MasterSolve also maintains an enablement solutions portfolio through partnerships with SiteLock, ZoomInfo, PandaDoc, and Formstack. Revenue, funding, and detailed financial figures are not publicly disclosed, and the firm has 25+ employees with no venture capital or private equity backing identified in the source data.
MasterSolve firmographics
Firmographics- Name
- MasterSolve
- Legal name
- MasterSolve Inc.
- Website
- https://mastersolve.com
- Company type
- Private
- Founded year
- 2015
- Operating status
- Operating
- Headcount range
- 11–50 employees
- Short description
- MasterSolve is a privately held Canadian management consulting firm that helps mid-market and enterprise clients implement CRM and CX systems, run business transformation programs, and execute cloud engineering projects across SugarCRM, Salesforce, and Zendesk.
- Ownership category
- akta.pro rank
Where MasterSolve is headquartered
LocationHeadquarters
- HQ city
- Whitby
- HQ country
- Canada
- HQ region
- North America
Offices1 record
Markets served
MasterSolve business model
Business model- GTM type
- B2B
- Offering type
- Services
- Cost components
- Personnel, Technology or R&D, Marketing or Sales, Operations
Revenue model
- CRM & Marketing Automation Consulting: Professional consulting services for CRM implementation, optimization, and marketing automation. Includes business transformation, cloud engineering, and managed services. Revenue is generated through project-based consulting engagements and ongoing managed services contracts.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Subscription | Monthly | S.M.A.R.T. Managed Services - flexible monthly pricing |
Go-to-market motion1 record
Distribution channels3 records
Marketing channels6 records
MasterSolve product offering
Product offeringCore offering
MasterSolve is a business and strategy consulting firm that helps organizations simplify IT and business processes, implement high-value CRM and CX systems, and navigate cloud engineering. Core offerings include CRM consulting and implementation (SugarCRM as the primary platform, plus Salesforce and Zendesk), S.M.A.R.T. Managed Services and the MasterPlan CRM Success Program for ongoing support, business transformation consulting, and cloud engineering for application modernization.
Product overview
MasterSolve is a business and strategy consulting firm offering a portfolio of CRM and CX implementation services, managed services, and cloud engineering. The core offering centers on MasterPlan, a CRM success program providing unlimited administration support for a fixed monthly fee, complemented by S.M.A.R.T. Managed Services (System Maintenance & Remote Troubleshooting) for ongoing system optimization. MasterSolve operates primarily on SugarCRM as their flagship platform (Sugar Sell for sales and Sugar Market for marketing automation), while also offering Salesforce and Zendesk implementation services. Their enablement solutions portfolio includes SiteLock (security), ZoomInfo (data intelligence), PandaDoc (document management), and Formstack (web forms). Business Transformation and Cloud Engineering services support organizational change and application modernization. Note: As of February 1, 2022, MasterSolve's CRM and CX Practice was acquired by Faye, and MasterSolve continues operating as a management consulting firm.
Differentiator
Problem solved
Functional benefit
Brands
- MasterPlan: A CRM Success Program offering comprehensive managed services for CRM implementation, maintenance, and optimization.
Products and services
- MasterPlan: A CRM Success Program MasterSolve's flagship CRM advisory program that delivers unlimited CRM administration support, training, and guidance for a fixed monthly fee, designed to help clients focus on their customers rather than the day-to-day management of their CRM platform.
- S.M.A.R.T. Managed Services System Maintenance & Remote Troubleshooting: comprehensive managed services that implement, maintain, and optimize high-value business systems for mid-market and enterprise clients, with simple, flexible, and affordable monthly pricing and a free online calculator for quotes.
- Business Transformation Consulting Strategic consulting services for leadership teams taking bold, transformative steps to enhance information technology and business processes, solving complex problems during organizational change for mid-market and enterprise clients.
- Cloud Engineering Services Application modernization strategy development and implementation services that help organizations navigate the constantly evolving landscape of new cloud technologies and develop modernization roadmaps.
- SugarCRM Implementation Services Implementation, migration, configuration, and consulting services for SugarCRM platforms including Sugar Sell (sales automation) and Sugar Market (marketing automation), delivered as a SugarCRM Elite Partner with SOC2-compliant Sugar 9 expertise for enterprise clients.
- Salesforce Implementation Services Implementation, configuration, and consulting services for Salesforce Sales Cloud, Service Cloud, Marketing Cloud, and Pardot, delivered by MasterSolve as a certified Salesforce partner for enterprise and mid-market clients.
- Zendesk Implementation Services Implementation and consulting services for the Zendesk customer service and support platform, delivered by MasterSolve as part of its CRM solutions portfolio for client support operations.
Quantifiable outcome
- SiteLock: Migrated 300+ users, 7 million accounts & contacts, and 14 million subscribers from legacy CRM
- +2 more outcomes
Companies that use MasterSolve
Customer profileNamed customers6 records
Segments5 records
Ideal customer profiles1 record
MasterSolve technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Integration7 records
Feature3 records
MasterSolve partnerships and signals
Strategic signalPartnerships
Four partnerships are on record, tiered core.
- FayecoreFaye acquired MasterSolve's CRM and CX Practice as of February 1, 2022. All MasterSolve CRM and CX clients were merged into Faye. MasterSolve will continue operating as a management consulting firm. SugarCRM, Zendesk, and Salesforce clients were transitioned to Faye for continued CRM services.
- SugarCRMcoreMasterSolve is a SugarCRM Elite Partner, implementing and reselling SugarCRM platforms including Sugar Sell and Sugar Market. They have completed major migrations including SiteLock (300+ users, 7M accounts, 14M subscribers) and serve multiple manufacturing and technology clients.
- SalesforcecoreMasterSolve is a certified Salesforce partner providing implementation, configuration, and consulting services for Salesforce Sales Cloud, Service Cloud, Marketing Cloud, and Pardot.
- ZendeskcoreMasterSolve provides Zendesk implementation and consulting services as part of their CRM solutions portfolio.
Scale indicators3 records
Recent moves6 records
Expansion highlights5 records
MasterSolve competitors and assessment
Company assessmentBroad incumbents
- West Monroe: Management and technology consultancy with strong practices in CRM, cloud, and business transformation for mid-market and enterprise clients. Overlaps with MasterSolve's business transformation and cloud engineering services across multiple verticals.
- Slalom: Large technology and business transformation consultancy covering CRM, cloud, and managed services across multiple industries. Overlaps with MasterSolve's business transformation and cloud engineering offerings, but at materially greater scale and geographic reach.
- Perficient: Large digital consultancy covering CRM, cloud, data, and managed services with broad industry reach. Overlaps with MasterSolve's CRM and cloud engineering practices but operates at a significantly larger scale across multiple geographies.
- Bluewolf (IBM): IBM-owned Salesforce consulting and managed services firm. Comparable to MasterSolve's CRM consulting practice, particularly for customers standardizing on Salesforce Sales Cloud, Service Cloud, and Marketing Cloud.
Direct peers
- Girikon: Salesforce and CRM consulting firm offering implementation, integration, and managed services. Comparable to MasterSolve as a multi-platform CRM consultancy serving mid-market and enterprise customers with similar service-based revenue model.
- Simplus (Infosys): Salesforce-focused consulting and managed services firm (acquired by Infosys) delivering CRM implementation, integration, and ongoing support. Comparable to MasterSolve's CRM consulting and managed services model, with deeper Salesforce specialization.
- 2nd Watch (Trace3): Cloud engineering and managed services consultancy (now part of Trace3) with deep AWS, Azure, and Google Cloud expertise. Comparable to MasterSolve's cloud engineering and S.M.A.R.T. managed services offerings for enterprise customers modernizing infrastructure and applications.
- Absyz: Salesforce and CRM consulting firm delivering implementation, integration, and managed services. Comparable in service mix to MasterSolve, particularly around CRM platform enablement and ongoing support for mid-market clients.
- Faye (FayeDigital): Digital customer experience consultancy that acquired MasterSolve's CRM and CX Practice in February 2022. Directly comparable as a SugarCRM, Salesforce, and Zendesk implementation and managed services firm serving mid-market and enterprise customers.
- Silverline (Hexaware): Salesforce consulting partner (acquired by Hexaware) offering CRM implementation, managed services, and industry-specific solutions. Directly comparable to MasterSolve's CRM consulting practice in mid-market financial services and other regulated verticals.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat4 records
Key risks6 records
Key highlights6 records
Customer concentration
MasterSolve social profiles
Digital presenceMasterSolve financial estimates
Financial estimateRevenue estimate
Valuation estimate
MasterSolve leadership team
Management profileNumber of profiles
Profiles3 records
MasterSolve funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
MasterSolve M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about MasterSolve
What does MasterSolve do?
MasterSolve is a business and strategy consulting firm that helps organizations simplify IT and business processes, implement high-value CRM and CX systems, and navigate cloud engineering. Core offerings include CRM consulting and implementation (SugarCRM as the primary platform, plus Salesforce and Zendesk), S.M.A.R.T. Managed Services and the MasterPlan CRM Success Program for ongoing support, business transformation consulting, and cloud engineering for application modernization.
Is MasterSolve a public or private company?
MasterSolve is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was MasterSolve founded?
MasterSolve was founded in 2015. It employs 11 to 50 people.
Where is MasterSolve based?
MasterSolve is headquartered in Whitby, Canada, in the North America region.
How does MasterSolve make money?
One revenue line is on record: CRM & Marketing Automation Consulting.
Who are MasterSolve's main competitors?
Broad incumbents on record are West Monroe, Slalom, Perficient and Bluewolf (IBM). Direct peers are Girikon, Simplus (Infosys), 2nd Watch (Trace3), Absyz, Faye (FayeDigital) and Silverline (Hexaware).
Does MasterSolve have an API?
No public API is recorded for MasterSolve.