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Top CRM Consultants in Kelowna

Ratings Updated: April 1, 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 92 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 company specializing in CRM services and Systems Integration, particularly with HubSpot. The reviews reflect a 100% positive sentiment, highlighting their expertise in CRM implementation and personalized support. Clients frequently praise their responsiveness and ability to tailor solutions, with 90% of reviews mentioning effective communication and project management.

    See all 92 projects

    Industry Experience

    Set2Close has garnered positive feedback across various industries, including Real Estate, Advertising & Marketing, Media, IT, Manufacturing, Financial Services, and Non-Profit. Their expertise in HubSpot onboarding and customization has been praised for improving operational efficiency and CRM adoption. Clients noted exceptional responsiveness and tailored support, which led to measurable outcomes such as increased lead conversion and streamlined sales processes. Overall, the sentiment is highly favorable, particularly within sectors focused on sales optimization and digital transformation.

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    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

    Average Project Cost Breakdown

    Less than $10,000 (67) $10,000 to $49,000 (7) $50,000 to $199,999 (2)

    What Clients Have Said

    Clients consistently highlight Set2Close's competitive pricing and exceptional value for money. One client noted, 'Pricing fit our budget' and emphasized the 'good value for cost.' Another remarked on the 'amazing' service received without incurring the typical setup fees associated with HubSpot. Overall sentiment reflects satisfaction with the cost-effectiveness of their services, as many clients felt they received tailored support that significantly enhanced their operational efficiency.
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    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
    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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    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 Timely

    The sentiment regarding timeliness in CloudMasonry's project delivery is overwhelmingly positive. Clients consistently noted that CloudMasonry delivered projects on schedule, demonstrating exceptional project management. One client remarked on their 'incredibly proactive' approach and ability to address issues quickly, while another highlighted the team's efficiency in meeting deadlines despite client-side delays. Overall, clients expressed high satisfaction with CloudMasonry's commitment to timely delivery and responsiveness to their needs.
    • Custom Software Development for Financial Services Company
      5.0 Jun 7, 2024

      Our consultant always delivered items on time, even if there were delays on our end of the partnership. She was extremely efficient, thorough, and flexible as we tried to keep up with her!

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    • CRM Consulting for University
      5.0 Dec 19, 2023

      Timely, efficient, and professional.

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    • Salesforce Automation & Functionality Dev for Direct Energy
      5.0 Jan 27, 2021

      CloudMasonry is always true to their word about what they’re going to deliver, and they’re consistently on time, sticking to or coming in under the budget.

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    • 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.

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    • Salesforce Support for Publishing Company
      5.0 Jan 23, 2025

      They have strong foresight and product knowledge. Available throughout the day with quick timescales to respond to any queries. Project delivered on time with a smile on their faces!

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    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.

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    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.
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    View projects from:

    United States (13) France (1) England (1)
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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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