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Canada

An outside sales CRM made in Canada

Most CRMs are priced in US dollars and built for a sales floor in another country. EzyCrm is made in Canada for Canadian teams on the road. Here's what that means for your bill, your taxes and your data, without the fine print.

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What is an outside sales CRM?

It's a CRM for reps who sell face to face, at the customer's shop, farm or job site, instead of on the phone all day. It keeps each customer's history and next step, plans the day's drive, and makes it quick to log a visit from a phone between stops. EzyCrm is built for exactly that.

Each morning EzyCrm lists who to call and where to drive. The route planner puts the day's stops in the best order, and the phone app (in testing now, on the $49 and $89 seats) logs visits from the truck. More on the day-to-day in field sales CRM.

What does EzyCrm cost in Canadian dollars?

Seats are priced in Canadian dollars, per person per month, and the owner picks each person's seat. View-only is $9, Office is $25, App + basic Cypher is $49, and Everything is $89. GST and PST are added on top. Every team starts with 30 days free, no card needed.

EzyCrm seats and prices in CAD
SeatPrice (CAD / month)Who it's for
View-only$9For managers and bookkeepers. Sees everything, changes nothing. No Cypher, no phone app.
Office$25For office and counter staff. The website: customers, deals, quotes, calendar and office meetings. No Cypher, no phone app.
App + basic Cypher$49For reps who mostly need the app and look-ups. Everything Office has, plus the phone app and basic Cypher.
Everything$89For reps on the road. Everything Office has, plus the phone app and full Cypher: hands-free in the truck, email replies, trip plans.
Example: owner + 6 reps on Everything + 2 office staff = $673 a month, plus GST and PST.

No exchange rate surprises on the card statement, and no user minimum: a team of two pays for two.

Does it handle GST and PST on quotes?

Yes. Quotes carry GST plus an optional second tax for PST, and each product or deal line can be marked No PST. The tax lines are frozen when the quote is made, so changing a rate later doesn't rewrite a quote you already sent. The quote goes to the customer as a PDF.

If you quote in QuickBooks or Business Central instead, an owner can switch EzyCrm quotes off for the whole company.

Is EzyCrm actually Canadian?

Yes. EzyCrm is made and run by Evan Korial in Canada. Prices are in Canadian dollars, the legal terms follow Canadian law, and when you email hello@ezycrm.ca a person answers. It's a small company, and it's built for small and medium teams like yours.

More about who makes it on the About page.

Where is my data stored?

In the United States. EzyCrm's website and files are hosted with Netlify and the database with Neon on Amazon Web Services, both in the USA. That means the data is stored outside Canada and US authorities could get access to it under US law. The Privacy Policy lists every provider and what it does.

We say this plainly because some Canadian companies need to know before they sign up. Under PIPEDA, EzyCrm stays accountable for your data and uses contracts and safeguards with each provider. If you must keep customer data in Canada, EzyCrm isn't the right fit today.

Read the details in the Privacy Policy and the Data Processing Addendum.

How does EzyCrm protect my customers' information?

Each company's data is kept separate, all traffic is over HTTPS, and Microsoft sign-in tokens are encrypted. We don't sell your data or use it for advertising. If you connect Outlook, only emails with your contacts are read, never the rest of the inbox, and Cypher never sends anything without a person's yes.

Rep location is only recorded between Start my day and End my day, never after 7 pm, and trail points are deleted after 90 days. You can export contacts to a spreadsheet at any time, and an owner can delete the whole workspace from Settings.

Where does the AI assistant send my data?

Cypher, the AI assistant on the $49 and $89 seats, sends your question and the CRM records it needs to Anthropic in the USA to write the answer. People on the $25 and $9 seats have no Cypher, so nothing of theirs goes to the AI. The Privacy Policy lists this too.

Comparing EzyCrm with US tools? See the best CRM for outside sales in Canada, with sourced prices.

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