Salesforce consulting partner in Montreal
Clutek is a Montreal Salesforce consulting firm. Our senior certified consultants implement, integrate and optimize Salesforce for Fintech, Retail and Tech companies across Quebec, Canada and the United States.
A Salesforce partner that knows Montreal and Quebec
Clutek is a Salesforce consulting firm headquartered in Montreal. We help growing companies get real value out of Salesforce: a CRM that your sales, service and finance teams actually use, connected to the rest of your systems, with automation and AI doing the repetitive work.
Working with a local Salesforce consulting partner matters. We work in English and French, we can be in the room for workshops in Greater Montreal, we share your time zone, and we know how Quebec's privacy law (Law 25) and French-language requirements (Bill 96) affect how your CRM stores data and talks to customers.
- Senior consultants only. Every person on your project is a certified senior Salesforce consultant. No juniors, no offshore hand-offs.
- Direct access. You talk to the people doing the work, on every call and every update.
- Bilingual from day one. Discovery, documentation, training and user interfaces in English, French or both.
- Built to last. Clean architecture and no technical debt, so your org still works when you double in size.
Salesforce consulting services
From a first Salesforce rollout to fixing an org that never took off, we cover the full Salesforce platform.
Salesforce implementation
End-to-end rollout of Sales Cloud, Service Cloud and Experience Cloud, configured around how your teams really work.
Agentforce & AI automation
Agentforce, Einstein and LLM integrations (OpenAI, Claude) that take routine work off your team's plate.
Financial Services Cloud
Salesforce for fintech, lending and banking: loan pipelines, KYC, client onboarding and compliance-ready data models.
Marketing Cloud
Journeys, segmentation and campaign automation tied directly to your sales and service data.
Integrations & MuleSoft
Connect Salesforce to your ERP, payment processors, KYC providers and BI tools with REST APIs and MuleSoft.
Org audit & optimization
An honest review of your existing Salesforce org, then a cleanup plan for automation, data quality, security and adoption.
Industries we work with
Fintech, lending & banking
Financial Services Cloud, loan origination workflows, KYC and AML integrations, and audit-ready reporting.
Retail & consumer goods
Unified customer profiles, service consoles, loyalty and Marketing Cloud journeys across stores and e-commerce.
Technology & SaaS
Pipeline, forecasting, renewals and customer success on Sales Cloud and Service Cloud, integrated with your product data.
How a Clutek Salesforce project works
Discovery
Workshops with your teams to map processes, data and goals. You get a clear scope and plan.
Architecture
Data model, security, automation and integration design, reviewed with you before we build.
Build
Configuration and development in short iterations, with demos so there are no surprises.
Go-live
Data migration, training in English or French, launch support and a handover your admins can own.
Serving Montreal, Quebec, Canada and the US
Our team is based in Montreal and works on site across Greater Montreal, including Laval, Longueuil and the South Shore. We also work remotely with clients in Quebec City, Ottawa, Toronto and the rest of Canada, and with companies across the United States.
Frequently asked questions
What does a Salesforce consulting partner do?
A Salesforce consulting partner plans, configures and rolls out Salesforce for your business, then helps you improve it over time. At Clutek that covers discovery, architecture, configuration, integrations, data migration, AI automation, training and ongoing support.
Why hire a Salesforce consultant in Montreal?
A Montreal-based consultant works in French and English, can run workshops on site, works in your time zone, and understands Quebec requirements such as Law 25 for personal information and Bill 96 for French-language customer communications.
How much does Salesforce consulting cost?
It depends on scope. A focused Sales Cloud or Service Cloud rollout for a small team costs far less than a multi-cloud program with integrations and data migration. After a free discovery call we give you a fixed scope and estimate before any work starts.
Do you only work with companies in Montreal?
No. We are based in Montreal and serve clients across Quebec, the rest of Canada and the United States, on site or remotely.
Let's talk about your Salesforce project.
A senior consultant replies within 24 hours. No pitch, no pressure.