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Home IT Services CRM Canada British Columbia Kelowna

Top CRM Consultants in Kelowna

Ratings Updated: February 23, 2026
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1 Leaders 3 Contenders

4 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?

    Set2Close Logotype

    Set2Close

    5.0 83 reviews
    Premier Verified
    $5,000+
    $200 - $300 / hr
    10 - 49
    Serves Kelowna, Canada

    Services provided

    80% CRM Consulting and SI
    20% Business Consulting

    Set2Close is a CRM consultancy specializing in CRM implementation and systems integration, particularly with HubSpot. They consistently receive positive feedback, with 100% of reviewers highlighting their in-depth product knowledge and personalized support. Clients appreciate their affordability and strategic guidance, which simplifies complex processes and enhances operational efficiencies across various industries.

    See all 83 projects
    21 of 21 reviews are 5 stars
    20 new reviews for CRM Consulting and SI services
    Less than $10,000 avg. project cost

    Reviewed 21 times in the past 6 months

    In the past six months, clients have consistently praised Set2Close for their effective HubSpot implementation and training. Feedback highlights their responsiveness and flexibility, with one client noting the 'depth of knowledge in the product.' Clients appreciated the structured onboarding process, which led to measurable improvements in lead management and sales efficiency. Overall sentiment is overwhelmingly positive, with multiple reviews indicating that Set2Close exceeded expectations and provided exceptional support throughout the project lifecycle.
    Read 21 Recent 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

    View projects from:

    United States (60) Canada (15) Bulgaria (1)
    1 of 1 Kelowna-based review is 5 stars
    1 Kelowna-based review for CRM Consulting and SI in past 6 months
    Less than $10,000 avg. project cost for CRM Consulting and SI services in Kelowna

    Kelowna-based CRM Consulting and SI project highlight

    CRM Consulting & Implementation for Software Company

    5.0 — Set 2 Close provided CRM consulting and implementation services for a software company. The team was responsible for onboarding the client in HubSpot to help them get their instance up and running. Read more
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    Cynoteck Technology Solutions Pvt. Ltd. Logotype

    Cynoteck Technology Solutions Pvt. Ltd.

    4.9 31 reviews
    Premier Verified
    $10,000+
    $25 - $49 / hr
    50 - 249
    Serves Kelowna, Canada

    Services provided

    50% CRM Consulting and SI
    10% AI Agents
    10% AI Development +3 services
    10% ERP Consulting and SI
    10% Low/No Code Development
    10% Web Development

    Cynoteck Technology Solutions Pvt. Ltd. is a CRM Consulting and Systems Integration company known for its strong work ethic and effective project management. They deliver robust CRM solutions with high responsiveness and eagerness to meet client needs, as evidenced by positive feedback from all reviewers.

    See all 31 projects
    1 of 1 reviews is 5 stars
    Less than $10,000 avg. project cost

    Reviewed 1 time in the past 6 months

    In the last six months, clients have praised Cynoteck Technology Solutions Pvt. Ltd. for their exceptional project management and attention to detail. One client highlighted their website development for Kubbair, emphasizing the stunning design and flawless performance, alongside proactive communication from the account manager. Overall sentiment reflects high satisfaction, with clients noting the company's commitment to client satisfaction and the transformative nature of their services. There were no significant areas for improvement mentioned.
    Read 1 Recent Review

    Industry Experience

    Cynoteck Technology Solutions Pvt. Ltd. has demonstrated strong capabilities across various industries, including Healthcare, Real Estate, Manufacturing, Sports, Nonprofit, Consulting, Advertising & Marketing, Legal, Food & Beverages, and IT Services. Clients praised their expertise in developing RPA tools, CRMs, and websites, as well as their responsiveness and project management. They are particularly well-regarded in Healthcare and Real Estate for their innovative solutions and timely delivery, making them a suitable partner for organizations seeking technological advancements.

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    Select Industry to see insights

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

    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 providing good value for cost, with clients noting that their pricing fits within budget constraints while delivering high-quality results. One client remarked on their 'good value for cost,' while another highlighted that their deliverables exceeded expectations. Overall, the sentiment is positive, with many clients expressing satisfaction with the balance between cost and the quality of services received.
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    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 Profile Visit Website
    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 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

    Reviews mention Easy to work with

    The feedback regarding CloudMasonry consistently highlights their ease of collaboration and approachability. Clients noted that the team was responsive and proactive, with one stating they were 'excellent to work with' and 'always available.' Another reviewer emphasized their agility and willingness to accommodate changing requirements, describing them as 'patient' and 'easy to work with.' Overall, the sentiment is overwhelmingly positive, with multiple clients expressing satisfaction with the communication and support provided throughout their projects.
    • Salesforce Implementation for Nonprofit Organization
      5.0 Dec 13, 2022

      The team at CloudMasonry was excellent to work with. Emails were answered promptly and they followed through on all tasks. The ability of the staff to take the vision I had for our program and execute it was impressive. Additionally, as a non-IT person, the CloudMasonry team was able to explain to me everything in ways in which I understood.

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    • Multi-Line Processing for IT Company
      5.0 Oct 22, 2021

      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. They quickly provided estimates and new plans for next steps and resources needed to move forward.

      Read Full Review
    • Salesforce Web Development for Financial Institution
      4.5 Aug 25, 2021

      It was their working style. The collaboration between our developers was great, and communication was clear. Overall, they were very easy to work with.

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    • B2B Analytics Deployment for Consumer Electronics Firm
      5.0 Aug 4, 2020

      We never ran into a bottleneck, they worked around my schedule, they communicated frequently, and I never had to chase them down. I never waited more than a few hours for a response, and I felt they understood my challenge and made me feel at ease with them taking over.

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    • Custom Salesforce Build Out for Legal Cannabis Marketplace
      5.0 Feb 27, 2020

      They’re relatively small, so you get a lot of attention. You work with their top level people who are really good. Any time we had a question they jumped on a videoconference and explained themselves. They made the whole process look easy.

      Read Full Review
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    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)

    Santa Monica, CA

    1541 Ocean Avenue, Suite 200
    Santa Monica, CA 90401

    6 - 9

    888-668-2525

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  • 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.

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    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.
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  • 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.

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  • 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.

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  • 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
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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

    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
  2. RBP Consulting Inc. Logotype

    RBP Consulting Inc.

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

    Ability to deliver

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

    Service focus

    20% CRM Consulting and SI
    80% Other
    View Profile Visit Website
  3. I.T. ISIN Solutions Logotype

    I.T. ISIN Solutions

    Undisclosed
    Undisclosed
    2 - 9
    Kamloops, Canada

    Ability to deliver

    5.3/40.0
    0/20 Reviews
    0/10 Clients & Experience
    5.3/10 Market Presence

    Service focus

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

    Pareto Platform

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

    Ability to deliver

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

    Service focus

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

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