e-reporting.ca

What e-reporting.ca does

e-reporting.ca inc. is a Montreal-based sole proprietorship operated by founder John Marrett that delivers consulting, training, and technical support services exclusively for the Maximizer CRM platform. The company targets sales, marketing, and customer service teams within organizations that use Maximizer CRM and need expert assistance with implementation, configuration, user adoption, workflow optimization, and troubleshooting. Marrett was a Certified Business Partner for Maximizer CRM from 1993 until 2023 and holds prior certifications in ACT!, GoldMine, and Crystal Reports, giving the firm over three decades of platform-specific experience.

The business model is straightforward professional services: the founder engages directly with clients on an occasional, as-needed basis, billed per engagement at undisclosed rates. Customer acquisition relies on personal reputation, word-of-mouth referrals, and direct phone outreach (514-488-1221), with a bilingual English/French website serving as the only digital presence. There are no channel partners, resellers, or formal marketing programs. Revenue is generated solely from time-and-materials consulting on Maximizer CRM, with no software product, subscription, or IP of its own.

The company is owner-operated and bootstrapped, with no external investment, subsidiaries, or parent entity. It is a one-person operation with a stated headcount of one. Following the 2023 conclusion of the Certified Business Partner relationship with Maximizer, the founder has formally begun a gradual transition into retirement while remaining available for occasional engagements, effectively signaling a managed wind-down of active operations rather than a growth-oriented trajectory.

Name

e-reporting.ca

Legal name

e-reporting.ca inc.

Website

https://e-reporting.ca

Company type

Private

Founded year

2001

Operating status

Operating

Headcount range

1–10 employees

Short description

e-reporting.ca is a Montreal-based sole proprietorship run by founder John Marrett, offering Maximizer CRM consulting, training, and technical support to sales, marketing, and customer service teams. The founder is now transitioning into retirement after 30+ years in CRM consulting.

Ownership category

akta.pro rank

Product category

CRM Consulting Services

NAICS

Management Consulting Services (54161)

SIC

Services-Management Consulting Services (8742)

akta.pro primary industry

CRM Implementation & Customization Services (BPAEAGAC)

akta.pro secondary industry

CRM Managed Services & Support (BPAEAGAD)

Keywords

• CRM consulting services
• Maximizer CRM training
• CRM technical support
• CRM implementation services
• Sales force automation consulting

Headquarters

HQ city

Montréal

HQ country

Canada

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

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

Revenue model

1. Maximizer CRM Consulting Services: Occasional consulting services for Maximizer CRM including configuration, customization, and optimization support. Delivered on an as-needed basis by the sole proprietor.

Go-to-market motion1 record

Distribution channels1 record

Marketing channels1 record

Core offering

e-reporting.ca provides Maximizer CRM consulting, training, and technical support services to sales, marketing, and customer service teams within organizations. The practice helps clients implement, configure, optimize, and troubleshoot their Maximizer CRM deployment. Services are delivered on an occasional, as-needed basis by a sole proprietor with over 30 years of certified Maximizer CRM partner experience.

Product overview

e-reporting.ca is a solo consultant operation run by John Marrett offering Maximizer CRM consulting, training, and technical support services. After over 30 years as a Certified Business Partner for Maximizer CRM, the company is transitioning into retirement while remaining available for occasional services. The three service offerings (consulting, training, and technical support) are individual service offerings focused exclusively on the Maximizer CRM platform.

Differentiator

Problem solved

Functional benefit

Products and services

• Maximizer CRM Consulting Professional consulting services for Maximizer CRM users, helping sales, marketing, and customer service teams improve their results through CRM configuration, customization, and optimization support.
• Maximizer CRM Training Training services for Maximizer CRM that teach users how to effectively use the platform to manage customer relationships.
• Maximizer CRM Technical Support Technical support services for Maximizer CRM users to help resolve issues and optimize their CRM experience.

Segments1 record

Ideal customer profiles1 record

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

One partnership is on record.

• Maximizer CRMcoreTechnology or Integration · 1 January 2023John Marrett was a Certified Business Partner for Maximizer CRM from approximately 1993 until 2023, spanning over 30 years. He provided consulting, training, and technical support services for Maximizer CRM to sales, marketing, and customer service teams. The partnership concluded in 2023 as he transitioned toward retirement, though he remains available for occasional Maximizer CRM services.

Scale indicators2 records

Recent moves4 records

Emerging players

• SugarCRM: SugarCRM is a mid-market CRM platform often considered alongside Maximizer as a flexible, customizable alternative. It is comparable as a peer CRM platform serving overlapping customer segments and competing for the same mid-market consulting partner ecosystem.
• HubSpot: HubSpot is a major growing CRM and marketing automation platform widely adopted by mid-market companies — the same segment served by Maximizer users. It is comparable as a competing CRM platform drawing customers and consulting demand away from the legacy Maximizer ecosystem.
• Zoho CRM: Zoho CRM is a broad, affordable CRM platform widely adopted by SMB and mid-market customers. It is comparable as a competing CRM platform whose consulting and implementation ecosystem overlaps with the same customer base served by Maximizer specialists like e-reporting.ca.

Broad incumbents

• Accenture: Accenture operates one of the largest global CRM consulting practices, covering enterprise CRM implementations and managed services. It is a comparable industry participant operating at vastly greater scale across the same CRM services category.
• Salesforce: Salesforce is the dominant cloud CRM platform and the primary destination for customers migrating away from legacy platforms like Maximizer. It is comparable as a CRM platform whose installed base and partner ecosystem compete for the same customer wallet as Maximizer-focused consultancies.
• Capgemini: Capgemini provides CRM and customer experience consulting and implementation services globally. It is comparable as a broad incumbent operating in the same enterprise CRM services category as e-reporting.ca.
• Slalom: Slalom is a large North American consulting firm with a substantial CRM implementation practice across Salesforce, Microsoft, and other platforms. It represents the scaled, multi-partner end of the CRM consulting market that e-reporting.ca sits within as a boutique.
• Deloitte Digital: Deloitte Digital delivers large-scale CRM strategy, implementation, and managed services for enterprise clients. It is comparable as a participant in the same CRM consulting services space, though operating at enterprise scale and across multiple platforms.
• Maximizer Software: Maximizer Software is the vendor of the Maximizer CRM platform on which e-reporting.ca built its entire service catalog. It is the most directly relevant peer because the firm's value proposition is entirely derived from implementing, configuring, and supporting this vendor's product.
• Microsoft Dynamics 365: Microsoft Dynamics 365 is a major enterprise CRM platform that competes directly with Maximizer in the mid-market. It is comparable as a competing CRM platform whose partner ecosystem absorbs consulting demand that might otherwise go to Maximizer specialists.

Market position

Strengths4 records

Weaknesses5 records

Competitive moat2 records

Key risks6 records

Key highlights6 records

Customer concentration

Revenue estimate

Valuation estimate

Number of profiles

Profiles1 record

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 e-reporting.ca