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Top CRM Consultants in Kelowna

Ratings Updated: October 21, 2026

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5 Companies

Country: Canada

Province: British Columbia

City: Kelowna

Services: CRM Consulting and SI

List of the Top Kelowna CRM Companies

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Featured

What are Featured Providers?

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.

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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
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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.
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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

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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.
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$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
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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.

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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.
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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

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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.
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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.
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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
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Peeklogic, LLC

5.0 106 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 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.

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Reviews mention Creative
Peeklogic, LLC has received positive feedback regarding their creative capabilities, particularly in developing custom applications tailored to client needs. One client highlighted their ability to take complex requirements and find innovative solutions, praising the team's skill and responsiveness. The project manager was commended for keeping the project on track and within budget, contributing to the overall satisfaction with the creative outcomes achieved, such as a user-friendly Timesheet app and Resource Forecasting app.

Mobile App Development for Financial Consulting Company

5.0 Aug 19, 2025

Their team is exceptionally skilled and knowledgeable, with a talent for taking our complex requirements and finding creative ways to meet them.
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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

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View projects from:

United States (62) 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)

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$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
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Edge Dynamics Digital Inc.

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.

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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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Real estate

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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.

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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Featured

What are Featured Providers?

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

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

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

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CK Catalyst

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.
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I.T. ISIN Solutions

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

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.
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Ability to deliver

Focus

Proven

Market Leaders

Emerging

Niche

Clutch Leaders Matrix

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1 Edge Dynamics Digital Inc.

A Clutch Leaders Matrix provides a broad view of the top-performing companies in a particular service or location. Each company featured in a Leaders Matrix is evaluated based on Focus and Ability to Deliver. The size of each circle indicates that company’s size.

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Focus (x-axis)

Focus accounts for a company’s specialization within a certain service.

Ability to Deliver (y-axis)

Ability to Deliver considers three criteria:

Client feedback and reviews
Work experience and previous projects
Market presence and reputation in the industry

List of the Top 1 Kelowna CRM Companies

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

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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

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CK Catalyst

$1,000+

$50 - $99 / hr

Freelancer

Kelowna, Canada

Ability to deliver

4.9/40.0

0/20 Reviews

0/10 Clients & Experience

4.9/10 Market Presence

Service focus

10% CRM Consulting and SI

90% Other

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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

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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

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Top CRM Consultants in Kelowna

List of the Top Kelowna CRM Companies

CRM Development for Coworking Space Company

Industry Experience

Select Industry to see insights

Average Project Cost Breakdown

What Clients Have Said

CRM Implementation Packages

Industry Experience

Select Industry to see insights

Average Project Cost Breakdown

What Clients Have Said

Set2Close is very responsive

HubSpot CRM Training & Consulting for Pharmacy

Reviews mention Creative

Mobile App Development for Financial Consulting Company

Peeklogic, LLC is very responsive

Dedicated Salesforce Team (Admin/Developer)

Industry Experience

Select Industry to see insights

Average Project Cost Breakdown

What Clients Have Said

Salesforce Support for Publishing Company

Industry Experience

Select Industry to see insights

Average Project Cost Breakdown

What Clients Have Said

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List of the Top 1 Kelowna CRM Companies

Latest CRM Articles

Why Salesforce Staff Augmentation Is Becoming a Strategic Choice

Cyberattacks Are Common. Here’s How Small Businesses Recover

Is Your Phone Spying On You? (And How to Stop It)

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Specialties