Leave a Review For Providers 0 0
  • Get a Quote
Home IT Services CRM Canada British Columbia Kelowna

Top CRM Consultants in Kelowna

Ratings Updated: November 10, 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

1 Leaders 4 Contenders

Get A Quote

5 Companies

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

List of the Top Kelowna 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 Kelowna, Canada

    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

    Average Project Cost Breakdown

    $10,000 to $49,000 (10) Less than $10,000 (8) $50,000 to $199,999 (2) $200,000 to $999,999 (2)

    What Clients Have Said

    Cynoteck Technology Solutions Pvt. Ltd. is frequently praised for its cost-effectiveness and value for money. Clients noted that the company's pricing fits within their budgets while delivering high-quality results. For example, one client emphasized that Cynoteck provided 'good value for cost' and another highlighted their 'excellent communication' and 'timely delivery' as key factors contributing to overall satisfaction. The sentiment is overwhelmingly positive, with many clients expressing a willingness to recommend Cynoteck based on their competitive pricing and reliable service.
    Read All Reviews

    More responsive than most other service providers

    Cynoteck Technology Solutions Pvt. Ltd. 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 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
    View Profile Visit Website
    Set2Close Logotype

    Set2Close

    5.0 103 reviews
    Premier Verified
    $5,000+
    $200 - $300 / hr
    10 - 49
    Serves Kelowna, Canada

    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
    6 of 6 reviews are 5 stars
    6 new reviews for CRM Consulting and SI services
    Less than $10,000 avg. project cost

    Reviewed 6 times in the past 6 months

    Set2Close has received overwhelmingly positive feedback over the past six months, with clients praising their expertise in HubSpot setup and training. One client highlighted how Set2Close transformed a manual email process into a streamlined automated sequence, significantly easing their workload. Another noted the team's organization and detail-oriented approach. Overall, clients expressed satisfaction with the knowledge and support provided, particularly from team members like Jeremy and Miles, emphasizing a commitment to client success and a seamless onboarding experience.
    Read 6 Recent Reviews

    Average Project Cost Breakdown

    Less than $10,000 (72) $10,000 to $49,000 (7) $50,000 to $199,999 (2)

    What Clients Have Said

    Set2Close has received positive feedback regarding its cost-effectiveness and value for money. Clients frequently noted that the pricing fit their budgets while providing high-quality services. For instance, one client mentioned saving $2,000 to $5,000 on initial setup costs due to Set2Close's free onboarding service. Many reviews highlight the exceptional support and personalized training received, which contributed to clients feeling confident and self-sufficient in using HubSpot, ultimately validating their investment in Set2Close's services.
    Read All Reviews

    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
    1 of 1 Kelowna-based review is 5 stars
    Less than $10,000 avg. project cost for CRM Consulting and SI services in Kelowna

    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 Similar Reviews
    View Profile Visit Website
    Peeklogic, LLC Logotype

    Peeklogic, LLC

    5.0 107 reviews
    Premier Verified Clutch Guarantee
    $1,000+
    $25 - $49 / hr
    50 - 249
    Serves Kelowna, Canada

    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 Consultancy specializing in CRM Implementation, Integration, and Systems Integration, with a focus on Salesforce solutions. Their reviews reflect a high level of client satisfaction, with 100% of reviewers praising their project management, responsiveness, and tailored solutions. Clients consistently highlight Peeklogic’s ability to deliver on time and adapt to changing requirements, with several noting their deep expertise and clear communication as standout qualities.

    See all 107 projects
    10 of 10 reviews are 5 stars
    8 new reviews for CRM Consulting and SI services
    Less than $10,000 avg. project cost

    Reviewed 10 times in the past 6 months

    In recent reviews, clients have praised Peeklogic, LLC for their deep understanding of unique business needs and effective Salesforce implementations. One client noted a 25% increase in lead conversion due to optimized workflows, while another highlighted the successful migration of Salesforce data with minimal disruption. Overall, feedback reflects strong project management, timely delivery, and excellent communication, with clients expressing satisfaction and a willingness to engage with Peeklogic, LLC again for future projects.
    Read 10 Recent Reviews

    Industry Experience

    Peeklogic, LLC has received positive feedback across various industries, notably in financial services, medical, information technology, and construction. Clients commend their expertise in systems integration, particularly between Salesforce and Jira, as well as their ability to customize CRM solutions to enhance workflow efficiency. Overall, the sentiment reflects satisfaction with their responsiveness, project management, and technical proficiency, making them a strong fit for projects requiring Salesforce development and integration in these sectors.

    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

    More responsive than most other service providers

    Peeklogic, LLC 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 projects from:

    United States (63) Canada (9) Switzerland (5) England (2) Germany (2) Israel (1) Australia (1) South Korea (1) Mexico (1) Norway (1) India (1) United Arab Emirates (1) Guatemala (1) France (1)
    View Profile Visit Website
  • Edge Dynamics Digital Inc. Logotype

    5.0 2 reviews
    $1,000+
    $50 - $99 / hr
    2 - 9
    Kelowna, Canada

    Services provided

    10% CRM Consulting and SI
    20% Market Research
    10% Branding +7 services
    10% Content Marketing
    10% Digital Strategy
    10% Marketing Strategy
    10% UX/UI Design
    10% Web Development
    5% Mobile App Development
    5% Video Production

    Edge Dynamics Digital Inc. is a digital marketing agency specializing in SEO optimization and strategic marketing advice. The company receives overwhelmingly positive feedback, with clients praising their expertise, timely delivery, and effective communication. Notably, 100% of reviewers highlight their impressive expertise and responsiveness, making them a preferred choice for ongoing marketing strategy development.

    See all 2 projects

    Industry Experience

    Edge Dynamics Digital Inc. has received positive feedback primarily from clients in the real estate industry, where they were praised for their SEO optimization and marketing strategy expertise. Clients noted their timely communication and ability to deliver quality results consistently. Their strong alignment with client values and adaptable strategies indicate a robust understanding of the real estate landscape, making them a suitable partner for businesses seeking comprehensive marketing solutions in this sector.

    Read All Reviews

    Select Industry to see insights

    Real estate

    Average Project Cost Breakdown

    Less than $10,000 (1)

    What Clients Have Said

    Clients commend Edge Dynamics Digital Inc. for their competitive pricing and strong value for money. One client highlighted that the pricing aligned well with their budget, contributing to their decision to engage the company. Overall sentiment reflects satisfaction with the company's ability to deliver on time and provide expert insights, reinforcing the perception of good value relative to costs incurred.
    Read All Reviews
    View Profile
  • RBP Consulting Inc. Logotype

    Not yet reviewed

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

    Services provided

    20% CRM Consulting and SI
    20% Business Consulting
    15% AI Agents +5 services
    15% AI Consulting
    15% AI Development
    5% Fractional CMO Services
    5% Marketing Strategy
    5% Search Engine Optimization

    RBP Consulting Inc. Is a CRM consulting and SI company. They focus on CRM consulting and SI and Business Consulting and were founded in 2022.

    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 Kelowna, Canada

    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 Proactive

    CloudMasonry has consistently received positive feedback regarding their proactive approach. Clients noted their responsiveness and ability to address potential issues early, exemplified by one client's remark on their 'incredibly proactive' nature and 'strong foresight.' Another client appreciated their flexibility and swift adaptation to changing requirements, highlighting their commitment to clear communication and timely support. Overall, the sentiment reflects a high level of satisfaction with CloudMasonry's proactive engagement and dedication to client needs.
    • Multi-Line Processing for IT Company
      5.0 Oct 22, 2021

      The person in the PM role, Hunter, attended each of our stand-up meetings, never hesitating to provide additional help when we needed and was very proactive looking toward potential future needs. He was great at communicating back to his team and getting answers back to us in a timely fashion. It has been an absolute pleasure working with the Cloud Masonry team as they are easy to work with, approachable, patient with us when we've had to regroup and they've been very accommodating and quick to pivot when changes are requested of them.

      Read Full Review
    • Salesforce Support for Publishing Company
      5.0 Jan 23, 2025

      Their project management was incredibly proactive, always ensuring that any blockers out of their control were raised at the earliest convenience. They have strong foresight and product knowledge. I was impressed with the pace of work and how proactive CloudMasonry were in ensuring all questions/issues were covered.

      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
    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

    • Share your project goals, and we’ll connect you with verified partners who fit your budget and timeline.

    Get My Matches
  • I.T. ISIN Solutions Logotype

    Not yet reviewed

    Undisclosed
    Undisclosed
    2 - 9
    Kamloops, Canada

    Services provided

    10% CRM Consulting and SI
    15% Cybersecurity
    15% IT Managed Services +8 services
    10% Cloud Consulting & SI
    10% ERP Consulting and SI
    10% IT Strategy Consulting
    10% Unified Communications Consulting & SI
    5% BI & Big Data Consulting & SI
    5% ECM Consulting and SI
    5% IT Staff Augmentation
    5% Other IT Consulting and SI

    I.T. ISIN Solutions is a Cybersecurity company. They were founded in 2010, and their services include Cybersecurity and IT managed services.

    Read more
    View Profile
  • Pareto Platform Logotype

    Not yet reviewed

    Undisclosed
    $150 - $199 / hr
    10 - 49
    Kelowna, Canada

    Services provided

    70% CRM Consulting and SI
    20% ERP Consulting and SI
    10% Other IT Consulting and SI

    CRM consulting and SI company Pareto Platform is based in Kelowna, Canada. The team focuses on CRM consulting and SI and ERP consulting and SI.

    Read more
    View Profile

Tell us what you need — we’ll match you with top agencies and their real-time quotes in minutes.

Get My Quotes
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 Edge Dynamics Digital Inc.

List of the Top 1 Kelowna CRM Companies

  1. Edge Dynamics Digital Inc. Logotype

    Edge Dynamics Digital Inc.

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

    Ability to deliver

    19.2/40.0
    16.2/20 Reviews
    0/10 Clients & Experience
    3/10 Market Presence

    Service focus

    10% CRM Consulting and SI
    90% Other
    View Profile Visit Website
  2. RBP Consulting Inc. Logotype

    RBP Consulting Inc.

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

    Ability to deliver

    3.9/40.0
    0/20 Reviews
    0/10 Clients & Experience
    3.9/10 Market Presence

    Service focus

    20% CRM Consulting and SI
    80% Other
    View Profile Visit Website
  3. CK Catalyst Logotype

    CK Catalyst

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

    Ability to deliver

    3.7/40.0
    0/20 Reviews
    0/10 Clients & Experience
    3.7/10 Market Presence

    Service focus

    10% CRM Consulting and SI
    90% Other
    View Profile Visit Website
  4. I.T. ISIN Solutions Logotype

    I.T. ISIN Solutions

    Undisclosed
    Undisclosed
    2 - 9
    Kamloops, Canada

    Ability to deliver

    3.7/40.0
    0/20 Reviews
    0/10 Clients & Experience
    3.7/10 Market Presence

    Service focus

    10% CRM Consulting and SI
    90% Other
    View Profile Visit Website
  5. Pareto Platform Logotype

    Pareto Platform

    Undisclosed
    $150 - $199 / hr
    10 - 49
    Kelowna, Canada

    Ability to deliver

    3.9/40.0
    0/20 Reviews
    0/10 Clients & Experience
    3.9/10 Market Presence

    Service focus

    70% CRM Consulting and SI
    30% Other
    View Profile Visit Website

Latest CRM Articles

See all articles
7 Benefits of Outsourcing Cybersecurity (and Why 91% of Hacked SMBs Get Outside Help) cover image

7 Benefits of Outsourcing Cybersecurity (and Why 91% of Hacked SMBs Get Outside Help)

Updated November 4, 2026
Hannah Hicklen

Explore the seven benefits of outsourcing cybersecurity, plus the drawbacks and how to choose the right provider.

IT Services Outsourcing
What is Cyber Insurance? Everything Small Business Owners Need to Know cover image

What is Cyber Insurance? Everything Small Business Owners Need to Know

Updated October 29, 2026
Hannah Hicklen

What is cyber insurance? Learn what it covers, what it excludes, what it costs, and how to choose a provider before a cyberattack hits your small business.

IT Services Scaling
What Is Threat Detection and Response? cover image

What Is Threat Detection and Response?

Updated October 28, 2026
Hannah Hicklen

Threat detection and response (TDR) monitors networks to deal with both existing and novel threats. Learn more about TDR for small businesses with Clutch.

IT Services Product Launch

Similar Categories

Related Services

IT Services in Kelowna Managed Service Providers in Kelowna

Specialties

Cloud Consulting JumpCloud Cloud Server Migration Security Risk Assessments Productivity & Collaboration BI and Big Data SecureAuth OneLogin Network Security
View More

Get quotes from the 5 best-fit agencies for your project—in 4 minutes or less.