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Top CRM Consultants in British Columbia

Ratings Updated: October 21, 2026
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5 Leaders 15 Contenders

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54 Companies

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

List of the Top British Columbia CRM Companies

  • Featured

    What are Featured Providers?

    Cynoteck Technology Solutions Pvt. Ltd. Logotype

    Cynoteck Technology Solutions Pvt. Ltd.

    4.9 31 reviews
    Verified
    $5,000+
    $25 - $49 / hr
    50 - 249
    Serves British Columbia

    Services provided

    50% CRM Consulting and SI
    15% AI Development
    15% ERP Consulting and SI +3 services
    10% Low/No Code Development
    5% Mobile App Development
    5% Web Development

    Cynoteck Technology Solutions Pvt. Ltd. is a CRM Consulting and Systems Integration company recognized for its strong work ethic and effective project management. The company successfully developed a robust CRM system for a real estate client, with 100% of feedback highlighting their responsiveness and eagerness to meet client needs.

    See all 31 projects
    1 of 1 CRM Consulting and SI reviews are 5 stars
    $200,000 – $999,999 avg. project cost

    CRM Consulting and SI PROJECT HIGHLIGHT

    CRM Development for Coworking Space Company

    5.0 — Cynoteck Technology Solutions Pvt. Ltd. has been hired to develop a CRM system for a coworking space company. The team handles the entire development process. Read more
    Read 1 Review

    Industry Experience

    Cynoteck Technology Solutions Pvt. Ltd. has demonstrated expertise across various industries, including healthcare, real estate, manufacturing, sports, education, and consulting. Clients have praised their attention to detail, responsiveness, and ability to deliver high-quality solutions tailored to industry-specific needs. In healthcare, they excelled in building RPA tools; in real estate, they developed robust CRMs; and in education, they provided comprehensive online learning solutions. Overall, feedback highlights their strong project management and commitment to client satisfaction, making them a versatile partner for diverse projects.

    Read All Reviews

    Select Industry to see insights

    Consulting Real estate Healthcare Manufacturing Sports Legal Cannabis Food & Beverages IT Services Arts, entertainment & music Legal Software Advertising & marketing Education Nonprofit Information technology Utilities Retail

    View projects from:

    United States (14) India (6) Australia (2) Canada (1) Singapore (1) England (1)
    $3,000 Basic Package ideal for first-time CRM users. $8,000 Standard Package ideal for existing CRM users $15,000 Enhanced Package for CRM power-users

    CRM Implementation Packages

    Basic Package: CRM Setup, Lead, Opportunity, Contact, Accounts, Activities, Dashboards ||| Standard Package: All features of Basic Package plus Territory Management, Product & Price Book, Lead Channels, Sales Cadence, Mobile App ||| Enhanced Package: All features of Standard Package plus Team Collaboration, Case Management, Automations
    View Packages
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    Set2Close Logotype

    Set2Close

    5.0 103 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 specializes in CRM Consulting and Systems Integration, with a strong focus on HubSpot implementation and optimization. The company has received overwhelmingly positive feedback, with 100% of reviewers highlighting their expertise, and personalized approach. Clients frequently commend Set2Close for their organizational skills and ability to tailor solutions to specific business needs, making them highly recommended for CRM services.

    See all 103 projects
    7 of 7 reviews are 5 stars
    7 new reviews for CRM Consulting and SI services
    Less than $10,000 avg. project cost

    Reviewed 7 times in the past 6 months

    Set2Close has received overwhelmingly positive feedback from clients over the past six months, highlighting their expertise in HubSpot and CRM implementations. Clients praised the team's knowledge, flexibility, and ability to tailor solutions to specific needs. Notable comments include the transformation of manual processes into streamlined systems and the exceptional support provided during onboarding. Overall, reviewers expressed high satisfaction with their experiences, emphasizing the personal touch and professionalism of the Set2Close team.
    Read 7 Recent Reviews
    78 of 83 CRM Consulting and SI reviews are 5 stars
    16 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 83 Reviews

    Industry Experience

    Set2Close has demonstrated strong capabilities across various industries, including advertising & marketing, information technology, education, healthcare, and manufacturing. Clients consistently praise their expertise in HubSpot CRM implementation, onboarding, and training. Positive feedback highlights their organized approach, responsiveness, and ability to tailor solutions to client needs. Overall, the sentiment is overwhelmingly positive, positioning Set2Close as a valuable partner for businesses seeking effective CRM solutions and automation strategies.

    Read All Reviews

    Select Industry to see insights

    Arts, entertainment & music Manufacturing Other industries Advertising & marketing Information technology Education Retail Non-profit Real estate Media Supply Chain, Logistics, and Transport Business services Medical Financial services Construction Insurance

    More responsive than most other service providers

    Set2Close is very 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

    5.0 106 reviews
    Premier Verified Clutch Guarantee
    $1,000+
    $25 - $49 / hr
    50 - 249
    Serves British Columbia

    Services provided

    65% CRM Consulting and SI
    10% API Development
    10% IT Staff Augmentation +2 services
    10% Low/No Code Development
    5% AI Development

    Peeklogic, LLC is a CRM Consulting and SI company specializing in Salesforce development, CRM integration, and customer relationship management consulting. They consistently receive positive feedback, with 100% of reviewers impressed by their proactive communication, on-time delivery, and ability to handle complex projects, often exceeding expectations. Their expertise in CRM systems integration and alignment with client values are frequently highlighted.

    See all 106 projects

    Reviews mention Adaptable

    Peeklogic, LLC has received positive feedback regarding its adaptability and responsiveness to client needs. Clients highlighted their strong project management, noting that Peeklogic, LLC consistently delivered on time and effectively adjusted to evolving requirements. For instance, one client praised their ability to quickly adapt Salesforce to operational needs, while another appreciated the company's flexibility in developing tailored solutions. Overall, the sentiment reflects high satisfaction with Peeklogic, LLC's commitment to customer needs.
    • Data Migration & Custom Software Dev for Consulting Company
      5.0 Jan 27, 2025

      The project management was highly efficient and responsive, ensuring all deliverables were completed within the agreed timelines. They maintained clear and open communication throughout the process, proactively addressing any challenges and adapting to evolving requirements. Their collaborative approach ensured they thoroughly understood and prioritized our needs, delivering solutions that aligned with our goals while maintaining a seamless and organized workflow.

      Read Full Review
    • CRM Consulting & SI for Bathroom Solutions Company
      5.0 Apr 28, 2026

      The responsiveness and ability to quickly adapt Salesforce to our operational requirements were particularly impressive, along with their clear communication throughout the project.

      Read Full Review
    • Web Development & CRM Consulting for IT Company
      5.0 May 25, 2026

      Peeklogic, LLC demonstrated strong project management throughout the engagement, consistently delivering work on time and within scope. They're highly responsive to our needs, communicating clearly and adapting quickly to feedback and evolving requirements. Their ability to handle both web development and Salesforce simultaneously, delivering a seamless rebrand across both platforms, stood out as particularly impressive.

      Read Full Review
    Read All Reviews

    Industry Experience

    Peeklogic, LLC has garnered positive feedback across various industries including medical, information technology, financial services, manufacturing, and education. Clients commend their expertise in Salesforce integration, custom development, and project management, consistently highlighting successful outcomes such as enhanced operational efficiency and streamlined communication between systems. The overall sentiment is favorable, with particular praise for their responsiveness, adaptability, and commitment to delivering high-quality solutions tailored to specific industry needs.

    Read All Reviews

    Select Industry to see insights

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

    Average Project Cost Breakdown

    Less than $10,000 (27) $10,000 to $49,000 (8) $50,000 to $199,999 (3) $200,000 to $999,999 (1)

    What Clients Have Said

    Peeklogic, LLC is recognized for delivering strong value for money, with numerous clients highlighting their cost-effectiveness and alignment with budget constraints. Feedback indicates that their services consistently meet or exceed expectations, with one client noting that Peeklogic's pricing fit perfectly within budget while providing excellent service quality. Many reviewers appreciated the transparency in communication and the promptness in addressing needs, contributing to a perception of high value relative to costs incurred.
    Read All Reviews
    $8,000 Teams needing ongoing admin support $10,000 Organizations needing regular development work $12,000 Organizations using multiple Salesforce Clouds

    Dedicated Salesforce Team (Admin/Developer)

    Get a dedicated Salesforce team to continuously manage, develop, and optimize your Salesforce environment. Peeklogic provides experienced Salesforce administrators and developers who work as an extension of your team
    View Packages
    View Profile Visit Website
  • CK Catalyst Logotype

    Not yet reviewed

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

    Services provided

    10% CRM Consulting and SI
    20% AI Development
    20% Custom Software Development +4 services
    15% Low/No Code Development
    15% Web Development
    10% IT Strategy Consulting
    10% Mobile App Development

    CK Catalyst is a custom software development company. In Kelowna, Canada, the company was founded in 2025. Their services include Custom Software Development and Artificial Intelligence.

    Read more
    View Profile
  • Zahela Logotype

    Not yet reviewed

    $5,000+
    $50 - $99 / hr
    2 - 9
    Vancouver, Canada

    Services provided

    10% CRM Consulting and SI
    25% Call Center Services
    25% Sales Outsourcing +4 services
    10% AI Consulting
    10% AI Development
    10% Business Consulting
    10% Generative AI

    Zahela, a phone answering service, was founded in 2022. The firm provides Call Center Services and Sales Outsourcing, and is small.

    Read more
    View Profile

  • Featured

    What are Featured Providers?

    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, CRM Integration, and Customer Relationship Management Consulting services. Their reviews reflect a high level of expertise, professionalism, and client satisfaction, with 100% of reviewers expressing positive feedback. Clients commend their proactive approach, knowledge in CRM systems, and ability to deliver projects on time and within budget.

    See all 15 projects

    Reviews mention Exceptional performance

    CloudMasonry has received exceptional feedback for their performance in delivering a custom Salesforce build for Eaze. The client praised their thorough approach, stating they balanced the interests of various teams effectively and exceeded expectations with their project management, hitting all deadlines and delivering a faster process than anticipated. The personal attention from top-level team members and their willingness to assist at every step were particularly commendable, resulting in a highly positive overall sentiment.
    • Custom Salesforce Build Out for Legal Cannabis Marketplace
      5.0 Feb 27, 2020

      They hit all of their self-imposed deadlines and the development process was much faster than we expected. I’ve never worked with somebody as on top of a project like they were. They get an A+ for their work.

      Read Full Review
    Read All Reviews
    6 of 6 CRM Consulting and SI reviews are 5 stars
    $50,000 – $199,999 avg. project cost

    CRM Consulting and SI PROJECT HIGHLIGHT

    Salesforce Support for Publishing Company

    5.0 — CloudMasonry provides Salesforce support to a publishing firm. The team has set up a new Salesforce Service Cloud instance and transferred all customer service emails from the legacy platform into Read more
    Read 6 Reviews

    Industry Experience

    CloudMasonry has garnered positive feedback across various industries, including education, financial services, insurance, and arts & entertainment. Clients commend their expertise in Salesforce and Pardot for enhancing communication strategies, reporting, and process automation. The general sentiment reflects CloudMasonry's strengths in project management, responsiveness, and delivering tailored solutions, making them an excellent fit for clients in sectors like education and financial services seeking robust digital transformation.

    Read All Reviews

    Select Industry to see insights

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

    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 praise CloudMasonry for their competitive pricing and overall value. Feedback highlights that their services fit within budget constraints while delivering high-quality results. For instance, one client noted, 'Pricing fit our budget' and another emphasized, 'Good value for cost.' Overall sentiment reflects satisfaction with the company's ability to meet financial expectations, with multiple reviewers expressing that CloudMasonry offers a strong return on investment through effective project management and timely delivery.
    Read All Reviews
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  • Agile O.P.S. inc. Logotype

    Not yet reviewed

    $1,000+
    $100 - $149 / hr
    Freelancer
    Richmond, Canada

    Services provided

    10% CRM Consulting and SI
    20% Cybersecurity
    20% DevOps Managed Services +3 services
    20% IT Strategy Consulting
    15% Computer Engineering
    15% Generative AI

    Agile O.P.S. Inc. Is a Richmond, Canada-based IT strategy consulting company. The team provides IT strategy consulting and Cybersecurity.

    Read more
    View Profile

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  • 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)
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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

    26.7/40.0
    15.6/20 Reviews
    6.9/10 Clients & Experience
    4.2/10 Market Presence

    Service focus

    70% CRM Consulting and SI
    30% 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

    23.7/40.0
    15.8/20 Reviews
    4/10 Clients & Experience
    3.9/10 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

    22/40.0
    16.2/20 Reviews
    1.8/10 Clients & Experience
    4/10 Market Presence

    Service focus

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

    Noblexus Technologies

    Undisclosed
    Undisclosed
    2 - 9
    Burnaby, Canada

    Ability to deliver

    22.1/40.0
    16.6/20 Reviews
    1.5/10 Clients & Experience
    4/10 Market Presence

    Service focus

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

    Cyper

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

    Ability to deliver

    21.1/40.0
    15.8/20 Reviews
    1.4/10 Clients & Experience
    3.9/10 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

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

    Service focus

    80% CRM Consulting and SI
    20% Other
    View Profile Visit Website
  14. Nuccle Marketing Inc. Logotype

    Nuccle Marketing Inc.

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

    Ability to deliver

    6.6/40.0
    0/20 Reviews
    2.1/10 Clients & Experience
    4.6/10 Market Presence

    Service focus

    60% CRM Consulting and SI
    40% Other
    View Profile Visit Website
  15. 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
  16. Belmar Consulting Logotype

    Belmar Consulting

    Undisclosed
    Undisclosed
    10 - 49
    Burnaby, Canada

    Ability to deliver

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

    Service focus

    50% CRM Consulting and SI
    50% Other
    View Profile Visit Website
  17. Endeavor4 - formerly Purely CRM Logotype

    Endeavor4 - formerly Purely CRM

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

    Ability to deliver

    22.1/40.0
    16.2/20 Reviews
    1.3/10 Clients & Experience
    4.6/10 Market Presence

    Service focus

    50% CRM Consulting and SI
    50% Other
    View Profile Visit Website
  18. 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
  19. 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
  20. 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

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Nearby Locations

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