Company lists · Data refreshed September 2026

Top 9 Intake management software companies based in Canada

RevenueBase identified 26 intake management software companies headquartered in Canada as of September 2026 and tracks 176 professional contacts across them, including 71 with verified work emails. Toronto is the largest hub.

This list covers intake management software companies headquartered in Canada, matched on what each company actually does as described in its own words. Ranked by team size, largest first. Every row shows the company's own description, its RevenueBase Smart Search rating, and when it was last checked. Data refreshed September 14, 2026.

Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase Smart Search, the natural-language company search RevenueBase customers use to build their own targeted lists and unlock verified emails and direct dials at the companies on them. How these lists are built and judged.

How to read this list HQ checked on every row RevenueBase Smart Search rating on every row Refreshed Sep 14, 2026 86% judged on-target in blind review
26Companies
176Contacts tracked
71Verified emails
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The 9 largest intake management software companies based in Canada

Ranked by team size
Top 9 of 26 intake management software companies based in Canada, ranked by team size, largest first. Data refreshed Sep 14, 2026. RevenueBase Smart Search rates how each company's information relates to intake management software companies: strong evidence (its own description names it), partial (names part of it), indirect (matched on the rest of its profile rather than the description shown). Click a contact count to view that company's people.
#CompanyRevenueBase Smart SearchHeadquartersEmployeesContacts
1Indirect evidenceNorth Vancouver, BC, CanadaHQ checked Sep 14, 202651-20046 contacts →

Indirect evidence

“It all started in 2013 in Canada with a simple idea: help businesses who truly love what they do focus on their passion, without getting bogged down by complicated scheduling or…”

Source: RevenueBase Database · checked Sep 14, 2026
2Partial evidenceMilton, ON, CanadaHQ checked Sep 14, 202611-5035 contacts →

Partial evidence

“We are a healthcare-focused technology company founded by a team of entrepreneurs with expertise in medical, behavioral health, and software development.”

Source: RevenueBase Database · checked Sep 14, 2026
3Strong evidenceSechelt, BC, CanadaHQ checked Sep 14, 202611-5014 contacts →

Strong evidence

“ShareVision software integrates client tracking, staff management, and program and facility management, enabling a more holistic assessment of outcomes measurement and its…”

Source: RevenueBase Database · checked Sep 14, 2026
4Partial evidenceToronto, ON, CanadaHQ checked Sep 14, 202611-5013 contacts →

Partial evidence

“B Sharp Technologies contributes to a healthier world by developing and deploying electronic documentation and client case management solutions for healthcare, social services…”

Source: RevenueBase Database · checked Sep 14, 2026
5Partial evidenceHamilton, ON, CanadaHQ checked Sep 14, 202611-5010 contacts →

Partial evidence

“From automated intake forms to appointment scheduling, payments, and insurance billing, practiceQ can help you manage your practice with ease.”

Source: RevenueBase Database · checked Sep 14, 2026
6Indirect evidenceOttawa, CanadaHQ checked Sep 14, 202611-5010 contacts →

Indirect evidence

“DocSplain | The "Non-EMR" EMR DocScribe | DocSecond | DocSynopsis | DocBilling | DocReferral | DocChart | DocSpeak | DocSee | DocEfax | DocFHIR Care patients understand.”

Source: RevenueBase Database · checked Sep 14, 2026
7Partial evidenceCalgary, CanadaHQ checked Sep 14, 20261-106 contacts →

Partial evidence

“Izzy offers innovative software solutions that empower nonprofits to serve their clients seamlessly through meaningful and impactful connections while delivering services and…”

Source: RevenueBase Database · checked Sep 14, 2026
8Strong evidenceBurlington, ON, CanadaHQ checked Sep 14, 202611-506 contacts →

Strong evidence

“Coyote Software is the provider of a premium Case Management solution.”

Source: RevenueBase Database · checked Sep 14, 2026
9Partial evidenceMontreal, QC, CanadaHQ checked Sep 14, 20261-102 contacts →

Partial evidence

“Trails develops software for data integration, analysis, and workflow automation, tailored for law firms.”

Source: RevenueBase Database · checked Sep 14, 2026

Showing 9 of 26 intake management software companies based in Canada

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Intake management software companies based in Canada at a glance

As of Sep 14, 2026
40.3%Verified-email coverage
6.8Average contacts per company
1-10Median size (employees)
19.2%Largest-city concentration · Toronto
Sep 14, 2026Page data refreshed

Companies by employee count

1-10
17
11-50
7
51-200
2

Email recency for this list is measured worldwide rather than for Canada, so it is reported there. Company counts and contact totals on this page are exact for Canada, over 26 companies.

How this list was built

Company categories are rarely black and white. RevenueBase reads each company's own description of its business to decide whether it belongs among intake management software companies, so some rows will be adjacent to the category rather than pure plays. The description and RevenueBase Smart Search rating on every row are there so you can check each match yourself.

Source
The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase Smart Search, the natural-language company search available to every RevenueBase user.
What qualifies
Companies headquartered in Canada whose own description of what they do matches “intake management software companies”. Matching reads each company's description, not its industry code or its name.
RevenueBase Smart Search
RevenueBase Smart Search is how this list is assembled and how each row is rated. RevenueBase's data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to a category defined in a user's own words. Each row is rated strong evidence (its own description names intake management software companies), partial evidence (it names part of the category) or indirect evidence (the description shown names none of it and the match rests on the rest of the company's profile). The description supporting each rating is quoted on the row.
What we exclude
Companies whose own description does not clearly place them among intake management software companies, and records with no verified work email. Companies headquartered outside Canada are excluded even when they keep an office there.
Match quality
In blind human judging of this matching method, 86% of matched companies were on target. Expect roughly 1 in 7 rows to be adjacent to the category rather than a pure play. Every row shows the company's own description and its RevenueBase Smart Search rating so you can judge each match yourself. Read the full methodology: how the lists are built, how the judging worked, and what the figure means.
Ranking
Team size, largest first: companies are ordered by the number of professionals RevenueBase tracks at each one. Employee ranges shown are reported bands, for context.
Verification
Every listed company carries at least one verified work email, 71 across the full list. Contacts re-verify on a rolling cadence, and each contact's own verification date is shown inside RevenueBase.
Refresh
This page's figures were pulled from the company graph on September 14, 2026. Lists refresh periodically as the graph is re-checked.
Corrections
Wrong category, wrong headquarters, or a company that has closed? Use “Report an issue” on any row. Reports go to the RevenueBase Data Team and feed back into the company graph.

Frequently asked

What is RevenueBase Smart Search?

RevenueBase Smart Search is how RevenueBase decides which companies belong on this list and how strongly each one fits. Its data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to the category the list is about. Each row is rated strong evidence when the company's own description names intake management software companies, partial evidence when it names part of the category, and indirect evidence when the description shown names none of it and the match rests on the rest of the company's profile.

How many intake management software companies are there based in Canada?

RevenueBase identified 26 intake management software companies headquartered in Canada as of September 2026, matched on each company's own description of what it does rather than its industry code.

What is the largest company on this list?

Yocale, headquartered in North Vancouver, tops this list with the largest team on record.

Which city has the most intake management software companies?

Toronto leads with 5 headquartered companies, followed by Calgary (3) and Edmonton (2).

How do I get contact information for these companies?

A free RevenueBase account lets you run this exact search and work the top results, verified emails and direct dials included. Upgrading unlocks all 71 verified decision-maker contacts tracked across these 26 companies.

How current is this list?

The list refreshes periodically as the company graph is re-checked. This page's figures were pulled on September 14, 2026.

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About this data

RevenueBase is a B2B data infrastructure company. Its company graph covers 60 million companies and 398.9 million professional contacts, with emails verified on a rolling cadence rather than scraped once and left to decay. These company lists are generated directly from that graph with RevenueBase Smart Search, the same natural-language company search every RevenueBase user has: describe a market in plain words, get the companies that match, and add verified emails and direct dials for the people at them. It is the same data that powers RevenueBase's B2B data products, and a free account includes 500 credits to start. How these lists are built and judged.