CRM Horizons – The Advisor Resources

The following list comprises independent contractors and third party platforms who are not directly affiliated with Alacrity Canada. These recommendations are to be taken at your discretion and Alacrity Canada is not responsible for any work produced by third party contractors.The following list includes independent contractors and third-party platforms that are not directly affiliated with Alacrity Canada. These recommendations are provided for informational purposes only, and any engagement with these contractors is at your own discretion. Alacrity Canada assumes no responsibility or liability for the work, services, or outcomes produced by any third-party contractors.

Resources

Consultant Contacts

Discover consultants who can help you advance your CRM solutions

Industry Directory

Access preferred support channels provided by your CRM provider

Consultants

freelance

Jai (Jaikishan) Prithiani

Cyberlobe is a market and vendor-agnostic consultancy that helps SMBs across industries select, implement, and optimize CRMs to enhance operational efficiency, streamline workflows, and eliminate silos. Our unbiased approach ensures we recommend and implement the best-fit solutions tailored to your unique business needs.

  • Salesforce
  • HubSpot (HubSpot Solutions Partner)
  • Zoho
  • Attio
  • Pipedrive
  • Keap (formerly Infusionsoft)
  • Monday.com
  • Capsule CRM
  • SalesFlare
  • Healthcare
  • Market Research
  • Education
  • Non-profits
  • Renewable Energy
  • Professional Services
  • Skilled Trades & Field Services
  • Manufacturing
Freelance

Megan Adams

Megan Adams is a seasoned digital marketer with a strong background in CRM and business advisory. With over 8 years of experience at top tech companies like LinkedIn, Meta, and eBay, Megan has developed and managed strategies that drive customer engagement and retention. She excels at analyzing customer data to tailor content and implement effective CRM strategies, helping businesses optimize their client relationships and scale their marketing efforts.

  • Asana
  • Zoho
  • Hubspot
  • Salesforce
  • Monday.com
  • Zendesk
  • Most email providers
  • Insightly
  • Trello
  • Slack
  • Notion
  • Google Suite
  • Basecamp
  • Zapier
  • Honeybook
  • Most social CRMs (e.g. Later.com)
  • Tech Startups
  • Food & Beverage
  • Consumer Products
  • E-Commerce
  • Marketing Agencies
  • Travel/Tourism/Recreation
  • Publishing
  • E-Learning & Education
  • Chamber Of Commerce
Nasr Solutions

Richard Nasr

Richard has extensive experience designing and implementing web applications, mobile apps, and custom APIs, integrating them with SaaS platforms such as PayPal, Stripe, Atlassian, Chargebee, and SAP (and more). His background is primarily in building tailored software solutions that align with business needs while seamlessly integrating third-party SaaS providers via APIs to enhance functionality.

Freelance

Wesley Frank

Hello! I’m Wes, a CRM advisor and digital marketing consultant with over six years of experience supporting small businesses. My background in Computer Science and Business Management spans web development, digital marketing, and analytics, enabling me to setup and recommend tailored CRM solutions that boost customer management, engagement, and drive sales. With hands-on experience working with platforms like HubSpot, Salesforce, ActiveCampaign, and Zoho, ive been able to design effective, data-driven strategies that strengthen customer relationships. I’d love to learn more about your goals and explore how we can collaborate to grow your business. Feel free to reach out anytime!

  • Hubspot
  • Salesforce
  • ActiveCampaign
  • Zoho

Industry Directory

CRM Horizons

Hubspot

Search Top Agencies & Service Providers

Zoho

Zoho Certified Consultants

Monday

Certified Partners

Zapier

Zapier Certified Experts

Supporting every stage of your CRM journey

CRM Horizons Stream 1

Learn how to launch and leverage CRM in order to boost your sales funnel with this self-guided course

CRM Horizons Stream 2

Unlock the potential of your CRM system with 1-on-1, tailored support from our expert advisors