Leave a Review For Providers 0 0
  • Post a Project
Home IT Services CRM Canada British Columbia

Top CRM Consultants in British Columbia

Ratings Updated: April 23, 2026
We verify reviews and evaluate companies so you can choose with confidence. We may earn a fee for some placements. Learn how Clutch ensures trust
Get Matched

5 Leaders 15 Contenders

51 Companies

Country: Canada
Province: British Columbia
Services: CRM Consulting and SI

List of the Top British Columbia CRM Companies

  • Featured

    What are Featured Providers?

    Set2Close Logotype

    Set2Close

    5.0 94 reviews
    Premier Verified
    $5,000+
    $200 - $300 / hr
    10 - 49
    Serves British Columbia

    Services provided

    40% CRM Consulting and SI
    10% Account-Based Marketing
    10% Digital Strategy +4 services
    10% Email Marketing
    10% Recruiting
    10% Sales Outsourcing
    10% Staffing

    Set2Close is a CRM Consultancy specializing in CRM Implementation, Customer Relationship Management Consulting, and CRM Systems Integration. The company receives overwhelmingly positive feedback, with 100% of reviewers noting their deep expertise and personalized approach. Clients commend their ability to tailor CRM solutions precisely to business needs, highlighting their valuable training and seamless process management.

    See all 94 projects
    25 of 25 reviews are 5 stars
    25 new reviews for CRM Consulting and SI services
    Less than $10,000 avg. project cost

    Reviewed 25 times in the past 6 months

    Recent client feedback for Set2Close reflects a consistent positive sentiment, highlighting their exceptional support during HubSpot onboarding and CRM implementation. Clients, such as the Operations Manager at Horizon Storage Group, praised their adaptability and deep knowledge, stating, "Set2Close helped us navigate what we 'didn't know.'" The responsiveness and hands-on approach of their team, particularly Jeremy, were frequently commended, with clients noting a seamless experience and significant improvements in operational efficiency.
    Read 25 Recent Reviews
    72 of 77 CRM Consulting and SI reviews are 5 stars
    25 new reviews for CRM Consulting and SI in past 6 months
    Less than $10,000 avg. project cost

    CRM Consulting and SI PROJECT HIGHLIGHT

    HubSpot CRM Training & Consulting for Pharmacy

    5.0 — Set2Close provided HubSpot CRM training for a pharmacy's sales representatives and helped the client align their HubSpot systems. The team also provided tools and reports that helped the client Read more
    Read 77 Reviews

    Industry Experience

    Set2Close has demonstrated expertise across various industries, including non-profit, retail, real estate, and information technology, with an overall positive sentiment in feedback. In non-profit, they excelled in HubSpot onboarding, enabling effective donor management. Retail clients praised their personalized training, enhancing sales processes. Real estate companies benefited from tailored CRM setups. The IT sector valued Set2Close for their strategic approach to workflow optimization. Overall, they are highly recommended for companies in non-profit, retail, and IT sectors, seeking effective CRM implementation and sales support.

    Read All Reviews

    Select Industry to see insights

    Media Restaurants Wellness & Fitness Consulting Insurance Consumer Products Retail Non-profit Arts, entertainment & music Education Agriculture Business services Financial services Construction Transportation Software IT Services Other Industry Healthcare Human Resources Medical Supply Chain, Logistics, and Transport Manufacturing Information technology Advertising & marketing Real estate Other industries

    More responsive than most other service providers

    Set2Close is responsive

    They are a great candidate to start a conversation with. Send them a short message or project inquiry.
    Get in Touch
    View Profile Visit Website
    Peeklogic, LLC Logotype

    Peeklogic, LLC

    5.0 92 reviews
    Premier Verified
    $1,000+
    $25 - $49 / hr
    50 - 249
    Serves British Columbia

    Services provided

    85% CRM Consulting and SI
    14% Low/No Code Development
    1% Custom Software Development

    Peeklogic, LLC is a CRM Consultancy specializing in CRM Implementation, CRM Integration, and Salesforce development services. They consistently receive positive feedback, with clients praising their strong project management, clear communication, and deep expertise—mentioned by over 80% of reviewers. Their ability to deliver tailored solutions and align with client needs has led to significant efficiency improvements across various industries.

    See all 92 projects
    15 of 16 reviews are 5 stars
    11 new reviews for CRM Consulting and SI services
    $10,000 – $49,000 avg. project cost

    Reviewed 16 times in the past 6 months

    In the past six months, client feedback for Peeklogic, LLC has been overwhelmingly positive. Clients praised their strong project management, timely delivery, and effective communication. Notable comments include a Delivery Director highlighting the 'smooth and efficient' collaboration on Salesforce projects, while a CEO commended their 'deep Salesforce expertise and practical approach.' Overall, clients experienced significant workflow improvements and appreciated Peeklogic's responsiveness and alignment with their organizational values.
    Read 16 Recent Reviews

    Industry Experience

    Peeklogic, LLC has garnered positive feedback across various industries, including Financial Services, Information Technology, Medical, and Non-Profit sectors. Clients have praised their expertise in Salesforce integrations, project management, and responsiveness. Notably, in Financial Services, they enhanced operational efficiency through automation and integration with platforms like Jira. In IT, they delivered custom software solutions effectively. Overall, sentiment is highly favorable, indicating strong alignment with clients' needs and successful project outcomes.

    Read All Reviews

    Select Industry to see insights

    Telecommunications IT Services Advertising & marketing Real estate Software Consumer products & services Education Chemicals & Biotechnology Transportation Arts, entertainment & music Retail Nonprofit Consumer Products Automotive Business services Other industries Non-profit Consulting Healthcare Financial services Legal Construction Manufacturing Information technology Hospitality & leisure Medical

    Average Project Cost Breakdown

    Less than $10,000 (26) $10,000 to $49,000 (7) $50,000 to $199,999 (3) $200,000 to $999,999 (1)

    What Clients Have Said

    Clients consistently praise Peeklogic, LLC for their competitive pricing and high value for money. Feedback highlights that their services fit within budget constraints while delivering exceptional results. For instance, one client noted, "Pricing fit our budget" and another emphasized, "Good value for cost." Overall, the sentiment reflects satisfaction with the affordability and effectiveness of their solutions, reinforcing their reputation as a cost-effective partner in Salesforce development and integration projects.
    Read All Reviews

    View projects from:

    United States (55) Canada (8) Switzerland (5) Germany (2) Israel (1) India (1) Australia (1) South Korea (1) Mexico (1) Norway (1) Guatemala (1) United Arab Emirates (1) France (1) England (1)
    View Profile Visit Website
    CloudMasonry Logotype

    CloudMasonry

    5.0 15 reviews
    Premier Verified
    $5,000+
    $200 - $300 / hr
    50 - 249
    Serves British Columbia

    Services provided

    100% CRM Consulting and SI

    CloudMasonry is a CRM Consultancy specializing in CRM Implementation and CRM Systems Integration. Reviewers overwhelmingly highlight their expertise and professionalism, with 100% satisfaction, noting their ability to deliver projects on time and within budget. Approximately 80% of reviewers commend their proactive approach and strong communication skills, emphasizing the value they provide in CRM Consulting and SI services.

    See all 15 projects
    6 of 6 CRM Consulting and SI reviews are 5 stars
    1 new review for CRM Consulting and SI in past 6 months
    $50,000 – $199,999 avg. project cost

    CRM Consulting and SI PROJECT HIGHLIGHT

    CRM Consulting & SI for Pharmaceutical Consulting Firm

    5.0 — A pharmaceutical consulting firm hired CloudMasonry to digitize their lead conversion process using Pardot. The team also helped the client switch from email alerts to Salesforce for lead Read more
    Read 6 Reviews

    Industry Experience

    CloudMasonry has received positive feedback across various industries, including Publishing, Education, Insurance, Financial Services, Nonprofit, IT Services, Utilities, Arts, Entertainment & Music, and Pharmaceuticals. Clients praise their expertise in Salesforce implementation, project management, and proactive communication. The overall sentiment is highly favorable, highlighting their strengths in understanding client needs and delivering on time. Educational institutions and financial services firms particularly commend their ability to enhance communication strategies and optimize reporting, making them a strong fit for clients in these sectors.

    Read All Reviews

    Select Industry to see insights

    Publishing Education Insurance Financial services Nonprofit IT Services Utilities Arts, entertainment & music Consumer Products Pharmaceuticals

    Average Project Cost Breakdown

    $10,000 to $49,000 (5) Less than $10,000 (2) $200,000 to $999,999 (2) $50,000 to $199,999 (1) $1,000,000 to $9,999,999 (1)

    What Clients Have Said

    Clients consistently noted CloudMasonry's excellent value for money, highlighting their competitive pricing and high-quality service. One client remarked on their 'good value for cost,' while another emphasized that CloudMasonry 'fit our budget' without compromising on expertise. Overall, sentiments are overwhelmingly positive, with many clients praising their ability to deliver projects on time and on budget, further affirming the company's commitment to providing substantial value.
    Read All Reviews

    View projects from:

    United States (13) France (1) England (1)
    View Profile Visit Website
  • Scalar Decisions Logotype

    Not yet reviewed

    $5,000+
    $100 - $149 / hr
    250 - 999
    Vancouver, Canada

    Services provided

    20% CRM Consulting and SI
    20% Cloud Consulting & SI
    20% Enterprise App Modernization +2 services
    20% IT Managed Services
    20% IT Strategy Consulting

    Scalar Decisions is an Enterprise App Modernization company. They specialize in Enterprise App Modernization and cloud consulting & SI and were founded in 2004.

    Read more

    Vancouver, Canada

    1095 West Pender Street
    Vancouver, Canada V6E 2M6

    31 - 40

    604.320.6950

    See All Locations (3)
    View Profile

Tell us what you need — we’ll match you with top agencies in minutes.

Get My Matches
tracking image

Why Trust Clutch

At Clutch, we believe trust is the foundation of every business relationship. Our mission is to help buyers make confident, data-backed decisions informed by real client experiences.

Every review on Clutch undergoes a rigorous, human-led verification process to make sure it’s valid. Our team of specialists confirms the identity of each reviewer, ensures the project is legitimate, and only publishes reviews that meet our strict criteria.

Verification doesn’t stop at the point of publication. Our Trust & Safety team routinely audits older reviews against our guidelines. When reviews fall short of our standards, we remove them.

We evaluate service providers using a structured methodology that combines:

  • In-depth client interviews and ratings
  • Comprehensive project details
  • Market presence
  • Portfolio examples and industry recognition

This data powers tools like the Leaders Matrix, which helps you compare agencies directly. Our research team curates rankings by weighing verified reviews most heavily, so the most trusted and experienced providers rise to the top.

Using this unique combination of verified client feedback and provider-supplied insights, Clutch distills the most important details into clear, digestible summaries so you have everything you need to make confident, informed decisions quickly.

We take fraud seriously. Providers who violate our guidelines may face lower rankings, restricted visibility, or removal from the platform altogether.

Clutch’s commitment to transparency is ongoing. We’re constantly refining our systems to protect the integrity of reviews and support you in finding the right agency.

Ability to deliver
Focus
Clutch Leaders Matrix

Rollover to see company insights or click a company below for more details.

1 Set2Close
2 Meticulosity
3 Twelverays
4 EFOQUS
5 INPREZA

List of the Top 5 British Columbia CRM Companies

  1. Set2Close Logotype

    Set2Close

    $5,000+
    $200 - $300 / hr
    10 - 49
    kamloops, Canada

    Ability to deliver

    37.4/40.0
    20/20 Reviews
    9.6/10 Clients & Experience
    7.8/10 Market Presence

    Service focus

    40% CRM Consulting and SI
    60% Other
    View Profile Visit Website
  2. Meticulosity Logotype

    Meticulosity

    $25,000+
    $150 - $199 / hr
    10 - 49
    Vancouver, Canada

    Ability to deliver

    28.5/40.0
    15.6/20 Reviews
    6.9/10 Clients & Experience
    6/10 Market Presence

    Service focus

    40% CRM Consulting and SI
    60% Other
    View Profile Visit Website
  3. Twelverays Logotype

    Twelverays

    $5,000+
    $200 - $300 / hr
    10 - 49
    Vancouver, Canada

    Ability to deliver

    23.8/40.0
    18.6/20 Reviews
    0/10 Clients & Experience
    5.2/10 Market Presence

    Service focus

    30% CRM Consulting and SI
    70% Other
    View Profile Visit Website
  4. EFOQUS Logotype

    EFOQUS

    $1,000+
    $200 - $300 / hr
    10 - 49
    Vancouver, Canada

    Ability to deliver

    23.2/40.0
    16.2/20 Reviews
    1.6/10 Clients & Experience
    5.3/10 Market Presence

    Service focus

    30% CRM Consulting and SI
    70% Other
    View Profile Visit Website
  5. INPREZA Logotype

    INPREZA

    $10,000+
    $50 - $99 / hr
    10 - 49
    Vancouver, Canada

    Ability to deliver

    20.8/40.0
    16.4/20 Reviews
    0.4/10 Clients & Experience
    4/10 Market Presence

    Service focus

    30% CRM Consulting and SI
    70% Other
    View Profile Visit Website
  6. Groundswell Cloud Solutions, A GyanSys Company Logotype

    Groundswell Cloud Solutions, A GyanSys Company

    Undisclosed
    Undisclosed
    1,000 - 9,999
    Vancouver, Canada

    Ability to deliver

    13.9/40.0
    0/20 Reviews
    8.3/10 Clients & Experience
    5.5/10 Market Presence

    Service focus

    40% CRM Consulting and SI
    60% Other
    View Profile Visit Website
  7. Meshroad Marketing Logotype

    Meshroad Marketing

    $1,000+
    $50 - $99 / hr
    10 - 49
    Langley, Canada

    Ability to deliver

    24.9/40.0
    15.8/20 Reviews
    4/10 Clients & Experience
    5.2/10 Market Presence

    Service focus

    10% CRM Consulting and SI
    90% Other
    View Profile Visit Website
  8. /Archive Digital Logotype

    /Archive Digital

    $5,000+
    $150 - $199 / hr
    10 - 49
    Vancouver, Canada

    Ability to deliver

    23.3/40.0
    16.2/20 Reviews
    1.8/10 Clients & Experience
    5.3/10 Market Presence

    Service focus

    15% CRM Consulting and SI
    85% Other
    View Profile Visit Website
  9. Cyper Logotype

    Cyper

    $25,000+
    Undisclosed
    10 - 49
    Vancouver, Canada

    Ability to deliver

    22.4/40.0
    15.8/20 Reviews
    1.4/10 Clients & Experience
    5.2/10 Market Presence

    Service focus

    10% CRM Consulting and SI
    90% Other
    View Profile Visit Website
  10. Noblexus Technologies Logotype

    Noblexus Technologies

    Undisclosed
    Undisclosed
    2 - 9
    Burnaby, Canada

    Ability to deliver

    21.9/40.0
    16.4/20 Reviews
    1.5/10 Clients & Experience
    4/10 Market Presence

    Service focus

    10% CRM Consulting and SI
    90% Other
    View Profile Visit Website
  11. Green Trail Logotype

    Green Trail

    $5,000+
    $100 - $149 / hr
    2 - 9
    Burnaby, Canada

    Ability to deliver

    20.4/40.0
    16.4/20 Reviews
    0/10 Clients & Experience
    4/10 Market Presence

    Service focus

    15% CRM Consulting and SI
    85% Other
    View Profile Visit Website
  12. Edge Dynamics Digital Inc. Logotype

    Edge Dynamics Digital Inc.

    $1,000+
    $50 - $99 / hr
    2 - 9
    Kelowna, Canada

    Ability to deliver

    20.2/40.0
    16.2/20 Reviews
    0/10 Clients & Experience
    4/10 Market Presence

    Service focus

    10% CRM Consulting and SI
    90% Other
    View Profile Visit Website
  13. Rivetline Logotype

    Rivetline

    $1,000+
    $100 - $149 / hr
    2 - 9
    North Vancouver, Canada

    Ability to deliver

    4.9/40.0
    0/20 Reviews
    0/10 Clients & Experience
    4.9/10 Market Presence

    Service focus

    80% CRM Consulting and SI
    20% Other
    View Profile Visit Website
  14. Reklik Logotype

    Reklik

    $1,000+
    $150 - $199 / hr
    2 - 9
    Burnaby, Canada

    Ability to deliver

    4/40.0
    0/20 Reviews
    0/10 Clients & Experience
    4/10 Market Presence

    Service focus

    70% CRM Consulting and SI
    30% Other
    View Profile Visit Website
  15. Purely CRM via Endeavour Solutions Logotype

    Purely CRM via Endeavour Solutions

    $75,000+
    $150 - $199 / hr
    50 - 249
    Vancouver, Canada

    Ability to deliver

    22.7/40.0
    16.2/20 Reviews
    1.3/10 Clients & Experience
    5.2/10 Market Presence

    Service focus

    50% CRM Consulting and SI
    50% Other
    View Profile Visit Website
  16. Belmar Consulting Group Logotype

    Belmar Consulting Group

    Undisclosed
    Undisclosed
    10 - 49
    Burnaby, Canada

    Ability to deliver

    0/40.0
    0/20 Reviews
    0/10 Clients & Experience
    0/10 Market Presence

    Service focus

    100% CRM Consulting and SI
    View Profile Visit Website
  17. DTG Digital Transformation Group Inc. Logotype

    DTG Digital Transformation Group Inc.

    Undisclosed
    Undisclosed
    2 - 9
    Burnaby, Canada

    Ability to deliver

    0/40.0
    0/20 Reviews
    0/10 Clients & Experience
    0/10 Market Presence

    Service focus

    100% CRM Consulting and SI
    View Profile Visit Website
  18. OnActuate Logotype

    OnActuate

    Undisclosed
    Undisclosed
    50 - 249
    Vancouver, Canada

    Ability to deliver

    0/40.0
    0/20 Reviews
    0/10 Clients & Experience
    0/10 Market Presence

    Service focus

    50% CRM Consulting and SI
    50% Other
    View Profile Visit Website
  19. Web Imagine Logotype

    Web Imagine

    $1,000+
    $50 - $99 / hr
    2 - 9
    Delta, Canada

    Ability to deliver

    21.8/40.0
    16.4/20 Reviews
    0/10 Clients & Experience
    5.4/10 Market Presence

    Service focus

    80% CRM Consulting and SI
    20% Other
    View Profile Visit Website
  20. AOS Partners Logotype

    AOS Partners

    Undisclosed
    Undisclosed
    2 - 9
    Victoria, Canada

    Ability to deliver

    8.4/40.0
    0/20 Reviews
    3.8/10 Clients & Experience
    4.6/10 Market Presence

    Service focus

    10% CRM Consulting and SI
    90% Other
    View Profile Visit Website

Latest CRM Articles

See all articles
The Best Password Managers for Small Businesses in 2026 cover image

The Best Password Managers for Small Businesses in 2026

Updated March 5, 2026
Hannah Hicklen

How secured are you online? Explore these top password managers to help safeguard your small business from malicious cyber attacks this 2026.

IT Services Thought Leadership
What To Do If You’ve Been Impacted by a Company Data Leak cover image

What To Do If You’ve Been Impacted by a Company Data Leak

Updated March 5, 2026
Hannah Hicklen

Is your team prepared to respond in case of a company data leak? In an era where breaches are increasing, preparation and response time are your greatest...

IT Services Clutch Report
What Businesses Need To Know About Data Security & AI in 2026 cover image

What Businesses Need To Know About Data Security & AI in 2026

Updated March 31, 2026
Hannah Hicklen

SMBs are investing more in data security as AI-driven threats rise. Here’s how IT teams are guarding important data and adapting to new dangers.

IT Services Clutch Report

Similar Categories

Related Services

IT Services in British Columbia Staff Augmentation in British Columbia Managed Service Providers in British Columbia

Specialties

Cloud Consulting Network Security ATO Security Risk Assessments SecureAuth ERP ECM Cloud Server Migration BI and Big Data

Nearby Locations

CRM in Burnaby CRM in North Saanich CRM in Richmond CRM in Port Coquitlam CRM in Langley CRM in Abbotsford CRM in Delta CRM in Vancouver CRM in Kelowna
View More

Get personalized agency matches based on your project goals.