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Top CRM Consultants in Kelowna

Ratings Updated: April 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

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Set2Close

5.0 94 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 is a CRM Consultancy specializing in CRM Implementation, Customer Relationship Management Consulting, and CRM Systems Integration. The company receives overwhelmingly positive feedback, with 100% of reviewers noting their deep expertise and personalized approach. Clients commend their ability to tailor CRM solutions precisely to business needs, highlighting their valuable training and seamless process management.

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25 of 25 reviews are 5 stars

25 new reviews for CRM Consulting and SI services

Less than $10,000 avg. project cost

Reviewed 25 times in the past 6 months
Recent client feedback for Set2Close reflects a consistent positive sentiment, highlighting their exceptional support during HubSpot onboarding and CRM implementation. Clients, such as the Operations Manager at Horizon Storage Group, praised their adaptability and deep knowledge, stating, "Set2Close helped us navigate what we 'didn't know.'" The responsiveness and hands-on approach of their team, particularly Jeremy, were frequently commended, with clients noting a seamless experience and significant improvements in operational efficiency.
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Industry Experience

Set2Close has demonstrated expertise across various industries, including non-profit, retail, real estate, and information technology, with an overall positive sentiment in feedback. In non-profit, they excelled in HubSpot onboarding, enabling effective donor management. Retail clients praised their personalized training, enhancing sales processes. Real estate companies benefited from tailored CRM setups. The IT sector valued Set2Close for their strategic approach to workflow optimization. Overall, they are highly recommended for companies in non-profit, retail, and IT sectors, seeking effective CRM implementation and sales support.
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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 Other industries

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United States (67) Canada (19) Bulgaria (1)

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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

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 92 reviews
Premier Verified

$1,000+

$25 - $49 / hr

50 - 249

Serves Kelowna, Canada

Services provided

85% CRM Consulting and SI

14% Low/No Code Development

1% Custom Software Development

Peeklogic, LLC is a CRM Consultancy specializing in CRM Implementation, CRM Integration, and Salesforce development services. They consistently receive positive feedback, with clients praising their strong project management, clear communication, and deep expertise—mentioned by over 80% of reviewers. Their ability to deliver tailored solutions and align with client needs has led to significant efficiency improvements across various industries.

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Reviews mention Easy to work with
Overall, client feedback highlights Peeklogic, LLC as exceptionally easy to work with, consistently characterized by their friendly demeanor and responsiveness. Clients noted that team members, such as Khrystyna and Sergii, seamlessly integrated with their teams, fostering a collaborative environment. Specific praise includes their proactive communication and ability to address needs promptly, with one client stating, 'They are super talented, very easy to work with.' This sentiment is echoed across multiple reviews, indicating a strong alignment between Peeklogic and their clients.

CRM Consulting, SI & Support for Screen Mmgt Software Co

5.0 Aug 26, 2024

Peeklogic set up a Slack channel dedicated to Vrtly/me; they were very responsive when I had questions or ran into issues. Easy to get a hold of via Slack as opposed to sending an email and waiting for a reply.
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Custom Software Development for SaaS Platform

5.0 Jun 24, 2024

Project management is excellent. Peeklogic, LLC sends us weekly reports, and we’ve met with them every week throughout our engagement. Moreover, they’re easy to reach. Sergii (CEO, Founder & Salesforce Architect) leads the organization and is easy to deal with.
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MVP Development for SaaS Event Management Platform

4.5 May 27, 2024

Peeklogic even made themselves available in their evening (our afternoon) during any emergencies. It is easy to provide good customer service when things are going smoothly, but Peeklogic was always easy to work, even during the tough conversations that inevitably crop up during development.
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Jira & Salesforce Integration for FinTech Company

5.0 Mar 28, 2024

They are quick, responsive, and easy to reach out to. Team delivered items earlier than the said timeline.
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Salesforce Managed Package Dev for Software Company

5.0 Mar 6, 2024

The people. Peek has simply outstanding talent, that can move and pivot as our needs continually change. They all are super talented, very easy to work with, and adhere to creating a team beyond the sum of its parts.
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Industry Experience

Peeklogic, LLC has garnered positive feedback across various industries, including Financial Services, Information Technology, Medical, and Non-Profit sectors. Clients have praised their expertise in Salesforce integrations, project management, and responsiveness. Notably, in Financial Services, they enhanced operational efficiency through automation and integration with platforms like Jira. In IT, they delivered custom software solutions effectively. Overall, sentiment is highly favorable, indicating strong alignment with clients' needs and successful project outcomes.
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Telecommunications IT Services Advertising & marketing Real estate Software Consumer products & services Education Chemicals & Biotechnology Transportation Arts, entertainment & music Retail Nonprofit Consumer Products Automotive Business services Other industries Non-profit Consulting Healthcare Financial services Legal Construction Manufacturing Information technology Hospitality & leisure Medical

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Average Project Cost Breakdown

Less than $10,000 (26) $10,000 to $49,000 (7) $50,000 to $199,999 (3) $200,000 to $999,999 (1)

What Clients Have Said
Clients consistently praise Peeklogic, LLC for their competitive pricing and high value for money. Feedback highlights that their services fit within budget constraints while delivering exceptional results. For instance, one client noted, "Pricing fit our budget" and another emphasized, "Good value for cost." Overall, the sentiment reflects satisfaction with the affordability and effectiveness of their solutions, reinforcing their reputation as a cost-effective partner in Salesforce development and integration projects.
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United States (55) Canada (8) Switzerland (5) Germany (2) Israel (1) India (1) Australia (1) South Korea (1) Mexico (1) Norway (1) Guatemala (1) United Arab Emirates (1) France (1) England (1)

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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.

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Reviews mention Communicative
Overall, the feedback regarding CloudMasonry's communication is overwhelmingly positive. Clients consistently highlight their exceptional project management and responsiveness. One client noted, 'They were responsive and knowledgeable,' while another emphasized, 'Communication was clear' and 'I never had to chase them down.' Additionally, the team's ability to integrate feedback swiftly was praised, with one reviewer stating, 'They were great at listening to our feedback and implementing it incredibly quickly.'

Email Marketing for Educational Institution

5.0 Dec 28, 2023

Exceptional project management and communication. They were responsive and knowledgeable about use of Salesforce/Pardot technology to suit our needs.
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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.
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Salesforce Web Development for Financial Institution

4.5 Aug 25, 2021

The SCRUM master led the project and made sure the work was done. We mainly communicated through video calls. It was their working style. The collaboration between our developers was great, and communication was clear.
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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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6 of 6 CRM Consulting and SI reviews are 5 stars

1 new review for CRM Consulting and SI in past 6 months

$50,000 – $199,999 avg. project cost

CRM Consulting and SI PROJECT HIGHLIGHT

CRM Consulting & SI for Pharmaceutical Consulting Firm
5.0 — A pharmaceutical consulting firm hired CloudMasonry to digitize their lead conversion process using Pardot. The team also helped the client switch from email alerts to Salesforce for lead Read more
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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.
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United States (13) France (1) England (1)

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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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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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Focus

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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.

By using verified reviews, focused service details, and real project data, the Leaders Matrix highlights companies that consistently deliver and stand out from the rest. Each company’s position is based on how well they focus on a service area and how consistently they deliver results, helping you make informed, confident decisions. Learn More

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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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

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

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Top CRM Consultants in Kelowna

List of the Top Kelowna CRM Companies

Reviewed 25 times in the past 6 months

Industry Experience

Select Industry to see insights

HubSpot CRM Training & Consulting for Pharmacy

Reviews mention Easy to work with

CRM Consulting, SI & Support for Screen Mmgt Software Co

Custom Software Development for SaaS Platform

MVP Development for SaaS Event Management Platform

Jira & Salesforce Integration for FinTech Company

Salesforce Managed Package Dev for Software Company

Industry Experience

Select Industry to see insights

Average Project Cost Breakdown

What Clients Have Said

Reviews mention Communicative

Email Marketing for Educational Institution

Salesforce Implementation for Nonprofit Organization

Salesforce Web Development for Financial Institution

B2B Analytics Deployment for Consumer Electronics Firm

CRM Consulting & SI for Pharmaceutical Consulting Firm

Average Project Cost Breakdown

What Clients Have Said

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

The Best Password Managers for Small Businesses in 2026

What To Do If You’ve Been Impacted by a Company Data Leak

What Businesses Need To Know About Data Security & AI in 2026

Similar Categories

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Specialties