Customer Xperts Inc.
Customer Xperts is a Toronto-based Microsoft Partner that delivers IT consulting and five vertical SaaS products (Reckon360, SuccessRM, BizOps, Import Tracker, SimpliRoute) built on Microsoft Dynamics 365 for SMB, midsize, and enterprise clients across Canada, the US, and Latin America.
- Company typePrivate
- Founded2003
- HeadquartersToronto, Canada
- Headcount1–10
- GTM typeB2B
- OfferingSoftware
What Customer Xperts Inc. does
Customer Xperts Inc. is a Toronto-headquartered IT consulting firm operating as a Microsoft Partner, founded circa 2003 and serving small, midsize, and enterprise clients across Canada, the United States, and Latin America. The company specializes in deploying Microsoft Power Platform and Cloud Solutions—including Dynamics 365, Microsoft 365, Azure, SharePoint, Power BI, Power Apps, and Power Automate—and holds ISO 27001 certification for its Corporate Client Data Protection program and Cloud Managed Services business unit.
The firm's core offering is a portfolio of five vertical-specific SaaS products built on Microsoft Dynamics 365: Reckon360 (customer management for accounting and CPA firms, priced at $59-$99/month), SuccessRM (lead and opportunity management for realtors), BizOps (end-to-end service management for home services contractors), Import Tracker (inbound shipment tracking), and SimpliRoute (last-mile delivery optimization with route planning and fleet monitoring). These products are complemented by Microsoft ecosystem add-ons—Dynamics 365 Sales and Service, Power BI reporting, SharePoint document management, Project Online, Microsoft 365, and a packaged Microsoft Cloud for Nonprofit solution—and by professional services including web design, advertising campaigns, and IT consulting.
Revenue is generated through three streams: recurring SaaS subscriptions with monthly billing and free trials, IT consulting and Microsoft Cloud implementation services, and one-time implementation engagements (e.g., document management implementation at $12,950 USD). Distribution combines direct enterprise field sales with self-serve SaaS trials and Microsoft Partner co-sell motions. Customer Xperts claims to have digitally transformed more than 200 businesses across three countries and operates from offices in Toronto (regional HQ), Seattle, and Miami. Leadership comprises CEO Yan Mahecha, Development Lead Guillermo de Vivero, Service Lead Jairo Orozco, and Digital Marketing Lead Nathalie Caceres.
Customer Xperts Inc. firmographics
Firmographics- Name
- Customer Xperts Inc.
- Legal name
- Customer Xperts Inc.
- Website
- https://customerxperts.com
- Company type
- Private
- Founded year
- 2003
- Operating status
- Operating
- Headcount range
- 1–10 employees
- Short description
- Customer Xperts is a Toronto-based Microsoft Partner that delivers IT consulting and five vertical SaaS products (Reckon360, SuccessRM, BizOps, Import Tracker, SimpliRoute) built on Microsoft Dynamics 365 for SMB, midsize, and enterprise clients across Canada, the US, and Latin America.
- Ownership category
- akta.pro rank
Customer Xperts Inc. industry classification
Industry- Product category
- Vertical Business Software
- NAICS
- Computer Systems Design and Related Services (54151), Custom Computer Programming Services (541511), Software Publishers (5132)
- SIC
- Services-Computer Integrated Systems Design (7373)
- akta.pro primary industry
- Enterprise Application License Advisory, Vendor Management & Optimization (BPAEAGAO)
- akta.pro secondary industry
- Web Content Management (WCM) & Experience Platforms (Content Services) (HDAEAGAK)
Keywords
Where Customer Xperts Inc. is headquartered
LocationHeadquarters
- HQ city
- Toronto
- HQ country
- Canada
- HQ region
- North America
Offices3 records
Markets served
Customer Xperts Inc. business model
Business model- GTM type
- B2B
- Offering type
- Software
- Cost components
- Personnel, Technology or R&D, Operations, Marketing or Sales, Infrastructure
Revenue model
- SaaS Subscriptions: The company generates recurring subscription revenue from its proprietary vertical SaaS products including Reckon360 ($59-99/month), SuccessRM, BizOps, Import Tracker, and SimpliRoute. These are subscription-based pricing with monthly billing and free trial periods.
- IT Consulting and Implementation Services: Professional services revenue from IT strategy consulting, Microsoft Cloud implementation, deployment, and change management. Services include Dynamics 365 implementations, SharePoint document management deployment, Power Platform customization, and corporate intranet setup.
- Document Management Implementation: One-time implementation services for document management solutions, priced at $12,950 USD. Includes configuration of document centers, document lifecycle management, security settings, and version/approval workflows.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Subscription | Monthly | Reckon360 Basic - Core CRM features for CPA firms at $59/month |
| Subscription | Monthly | Reckon360 Standard - Extended features at $69/month |
| Subscription | Monthly | Reckon360 Premium - Full communication suite at $99/month |
| One time/ perpetual license | Pay-as-you-go | Document Management Implementation - One-time setup at $12,950 USD |
Go-to-market motion1 record
Distribution channels3 records
Marketing channels4 records
Customer Xperts Inc. product offering
Product offeringCore offering
Customer Xperts is a Microsoft Partner that delivers IT consulting, Microsoft Cloud implementation, and proprietary vertical SaaS products built on Microsoft Dynamics 365 and the Power Platform. Its core product suite includes Reckon360 (customer management for CPA firms), SuccessRM (customer management for realtors), BizOps (service management for home services contractors), Import Tracker (inbound shipment tracking), and SimpliRoute (last-mile delivery optimization). The firm also provides Microsoft 365, SharePoint, Power BI, and Dynamics 365 deployment services, plus document management implementation and small-business web design and advertising services.
Product overview
Customer Xperts is a Microsoft Partner offering a portfolio of vertical-specific CRM and business management solutions built on Microsoft Dynamics 365 and the Power Platform. The core product suite includes Reckon360 (accounting firm customer management), SuccessRM (realtor customer management), BizOps (contractor service management), Import Tracker (shipment tracking), and SimpliRoute (last mile delivery). These are complemented by modular add-on capabilities including Microsoft Dynamics 365 Sales and Service, Power BI reporting, SharePoint document management, Project Online, and Microsoft 365 productivity tools. The company also provides professional services for web design, advertising campaigns, and offers specialized Microsoft Cloud solutions for nonprofit organizations.
Differentiator
Problem solved
Functional benefit
Brands
- Reckon360: Customer Management Solution for Accounting Firms - manages clients, services, scheduling, and communication in one place
- SuccessRM
- BizOps
- Import Tracker
- SimpliRoute
Products and services
- Reckon360 Subscription-based customer management SaaS for accounting (CPA) firms providing unified client information, service activities management, billing and invoicing, document management, automated workflows, and team collaboration, built on Microsoft Dynamics 365 and available in Basic ($59/mo), Standard ($69/mo), and Premium ($99/mo) tiers with a 15-day free trial.
- SuccessRM Subscription-based customer management SaaS for real estate professionals offering lead and opportunity management, daily task management, client communication tools, document management, profit visibility tracking, and mobile-ready access on smartphones and tablets, built on Microsoft Dynamics 365.
- BizOps End-to-end service management SaaS for home services contractors managing customer information, job scheduling, resource execution time logging, fleet management, employee/subcontractor/vendor information, job expenses, invoicing, and integrating with accounting systems.
- Import Tracker Inbound shipment tracking SaaS providing real-time visibility of shipments from global carriers, automated workflows, milestone change notifications, and a flexible platform with designer tools for customizations.
- SimpliRoute Last mile delivery optimization SaaS featuring route planning and optimization, live fleet monitoring, driver communication, and customer notifications via WhatsApp, SMS, and email.
- Microsoft Cloud for Nonprofit Comprehensive nonprofit solution package including discounted Microsoft licensing, Dynamics 365 for fundraising and volunteer management, Power Platform for process automation, Azure cloud credits, and AI tools tailored for nonprofit operations.
- Microsoft Cloud Consulting and Implementation Services Professional services including IT strategy consulting, Microsoft Dynamics 365 deployment, Microsoft 365 and SharePoint document management setup, Power Platform customization, and corporate intranet implementation for midsize and enterprise clients across Canada, US, and Latin America.
- Document Management Implementation One-time fixed-fee implementation service for document management solutions priced at $12,950 USD, including configuration of main portal and up to 8 documentary subsites, up to 5 cycle management scenarios, security per user role, up to 10 approval flows and 20 document libraries; no additional license cost if client has Office 365.
- Web Design Services Website creation and brand building service for small businesses including logo design, brand creation, and website development.
- Ads Campaigns Services Advertising campaign creation and management services using tools appropriate to the client's business type, products, or services to acquire new customers.
Quantifiable outcome
- Customer satisfaction increased by more than 40% for companies where omnichannel customer service strategies were implemented
- +3 more outcomes
Companies that use Customer Xperts Inc.
Customer profileNamed customers1 record
Segments7 records
Ideal customer profiles8 records
Customer Xperts Inc. technology and API
TechnologyTechnology focussed Yes
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Integration8 records
Feature5 records
Customer Xperts Inc. partnerships and signals
Strategic signalPartnerships
One partnership is on record.
- MicrosoftcoreCustomer Xperts is a Microsoft Partner specializing in Microsoft Power Platform and Cloud Solutions. The company leverages Microsoft's technology stack including Dynamics 365, Microsoft 365, Azure, SharePoint, Power BI, Power Apps, and Power Automate to deliver solutions to small, midsize, and enterprise clients. Products are powered by Microsoft Cloud and integrate with Microsoft's collaboration and productivity tools.
Scale indicators7 records
Recent moves6 records
Expansion highlights5 records
Customer Xperts Inc. competitors and assessment
Company assessmentDirect peers
- PowerObjects (HCLTech): PowerObjects was an independent Microsoft Dynamics 365 Gold Partner acquired by HCLTech. It is one of the most direct comparables to Customer Xperts in the Dynamics 365 SI space, offering implementation services and vertical solutions on the same Microsoft stack.
- Housecall Pro: Housecall Pro is a vertical SaaS platform for field service and home service businesses. It competes head-to-head with BizOps for the same contractor customer segment, offering scheduling, dispatching, invoicing, and customer management as a standalone product.
- Sonata Software: Sonata Software is a global IT services firm with a substantial Microsoft Dynamics 365 practice and proprietary vertical IP (e.g., its 'Platformation' framework). It targets the same Dynamics customer base as Customer Xperts but operates across more geographies and industry verticals.
- Hitachi Solutions: Hitachi Solutions is a long-tenured Microsoft Dynamics 365 global SI partner with vertical industry templates and proprietary add-ons closely mirroring Customer Xperts' Reckon360/SuccessRM/BizOps approach. It targets similar mid-market customers and is one of the most direct comparables in the Microsoft Dynamics partner ecosystem.
- Follow Up Boss: Follow Up Boss is a leading CRM for real estate professionals and the most direct competitor to Customer Xperts' SuccessRM product. It targets the same realtor segment with lead management, pipeline tracking, and client communication capabilities.
- Karbon: Karbon is a leading practice management SaaS built specifically for accounting firms, competing directly with Customer Xperts' Reckon360 product. It serves the same CPA customer base with workflow, collaboration, and client communication capabilities.
- AlphaBOLD: AlphaBOLD is a Microsoft Gold Partner focused on Dynamics 365, Power Platform, and Azure implementations for mid-market customers. Like Customer Xperts, it sells both professional services and proprietary vertical solutions on the Microsoft stack and competes for similar SMB and mid-market accounts.
- ServiceTitan: ServiceTitan is the leading vertical SaaS for home service contractors, directly competing with Customer Xperts' BizOps product. It targets the same contractor customer base with a more mature, native SaaS offering and significantly larger scale.
Broad incumbents
- Slalom: Slalom is a large US-based consultancy with a deep Microsoft practice spanning Dynamics 365, Power Platform, and Azure. It competes for the same Microsoft-driven digital transformation mandates as Customer Xperts but serves larger enterprise accounts and broader geographies.
- Avanade: Avanade is the Accenture-Microsoft joint venture and the largest pure-play Microsoft SI globally. It competes with Customer Xperts on Dynamics 365 and Power Platform implementation, but operates at vastly greater scale across enterprise customers with thousands of consultants.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat4 records
Key risks1 record
Key highlights6 records
Customer concentration
Customer Xperts Inc. social profiles
Digital presenceCustomer Xperts Inc. compliance and trust
Trust signalCompliance1 record
Customer Xperts Inc. financial estimates
Financial estimateRevenue estimate
Valuation estimate
Customer Xperts Inc. leadership team
Management profileNumber of profiles
Profiles4 records
Customer Xperts Inc. funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Customer Xperts Inc. 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 Customer Xperts Inc.
What does Customer Xperts Inc. do?
Customer Xperts is a Microsoft Partner that delivers IT consulting, Microsoft Cloud implementation, and proprietary vertical SaaS products built on Microsoft Dynamics 365 and the Power Platform. Its core product suite includes Reckon360 (customer management for CPA firms), SuccessRM (customer management for realtors), BizOps (service management for home services contractors), Import Tracker (inbound shipment tracking), and SimpliRoute (last-mile delivery optimization). The firm also provides Microsoft 365, SharePoint, Power BI, and Dynamics 365 deployment services, plus document management implementation and small-business web design and advertising services.
Is Customer Xperts Inc. a public or private company?
Customer Xperts Inc. is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was Customer Xperts Inc. founded?
Customer Xperts Inc. was founded in 2003. It employs 1 to 10 people.
Where is Customer Xperts Inc. based?
Customer Xperts Inc. is headquartered in Toronto, Canada, in the North America region.
How does Customer Xperts Inc. make money?
Three revenue lines are on record. SaaS Subscriptions are the primary driver. The others are IT Consulting and Implementation Services and document Management Implementation.
Who are Customer Xperts Inc.'s main competitors?
Direct peers on record are PowerObjects (HCLTech), Housecall Pro, Sonata Software, Hitachi Solutions, Follow Up Boss, Karbon, AlphaBOLD and ServiceTitan. Broad incumbents are Slalom and Avanade.
Does Customer Xperts Inc. have an API?
No public API is recorded for Customer Xperts Inc..
What industry is Customer Xperts Inc. in?
Customer Xperts Inc.'s product category is Vertical Business Software. Its primary akta.pro industry code is BPAEAGAO, Enterprise Application License Advisory, Vendor Management & Optimization, with a secondary code of HDAEAGAK, Web Content Management (WCM) & Experience Platforms (Content Services). Its NAICS code is 54151 and its SIC code is 7373.