Top CRM Consultants in Kelowna
4 Companies
List of the Top Kelowna CRM Companies
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Featured
What are Featured Providers?
$1,000+$25 - $49 / hr50 - 249Serves Kelowna, CanadaServices provided
40% CRM Consulting and SI30% E-Commerce Development30% Web DevelopmentSee all 45 projectsComputan is a web development and digital marketing company offering services in website management, CRM integration, and CMS development. Reviews indicate that approximately 85% of clients appreciate their adaptability, timely communication, and ability to meet project requirements effectively. Clients also commend Computan for understanding their business needs and providing quality solutions within budget, although a few mentioned room for improvement in project delivery timelines and proactive communication.
Reviews mention Experienced
Clients have consistently praised Computan for their extensive knowledge and expertise in web development, often noting that their solutions exceeded expectations. One client highlighted the team's ability to handle complex projects, stating, "this project would not have been possible without the expert help we got from Computan." Overall, the sentiment reflects a high level of satisfaction with Computan's professionalism and innovative capabilities, with no significant areas for improvement identified.-
Custom Network for WordPress Site
5.0 Aug 27, 2019Quite simply - this project would not have been possible without the expert help we got from Computan. Many of the requirements for our project had not only never been done before with WordPress, they'd never been done before, period! Computan's involvement in this project has been invaluable. Some of the goals for this project were, admittedly, somewhat unrealistic given the limitations of 21st century technology, however, this did not perturb them in any way, shape, or form. Many aspects of this project, such as integrations with other custom developed Angular & Azure technology, would give even NASA's finest research minds a hard time. And yet, not only did they meet our expectations, they surpassed them.
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Industry Experience
Computan demonstrates strong expertise across various industries, including Healthcare, IT Services, Advertising & Marketing, Education, Beauty & Cosmetics, and more. Clients commend their ability to manage complex web development projects, deliver timely solutions, and enhance website performance. The overall sentiment is positive, with particular praise for their adaptability, communication, and ability to handle urgent requests. Organizations in need of reliable web development, integration, and digital marketing support would find Computan a suitable partner.
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Healthcare IT Services Advertising & marketing Education Beauty & Cosmetics Wellness & Fitness Software Logistics & Supply Chain Business services Media Consulting Manufacturing Telecommunications Research Other Industry Hospitality & leisure Automotive Nonprofit Information technologyWas this helpful?
Average Project Cost Breakdown
Read All ReviewsWhat Clients Have Said
Clients consistently praise Computan for their cost-effectiveness and the value they provide. One client noted that their pricing fit within budget constraints, highlighting good value for the cost. Another remarked that Computan's work quality for the price is unmatched compared to other agencies. Overall, feedback indicates that Computan delivers high-quality results while maintaining reasonable pricing, with many clients expressing satisfaction with the return on investment and the efficiency of their services.Was this helpful?
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$5,000+$200 - $300 / hr10 - 49Serves Kelowna, CanadaServices provided
40% CRM Consulting and SI10% Account-Based Marketing10% Digital Strategy +4 services10% Email Marketing10% Recruiting10% Sales Outsourcing10% StaffingSee all 97 projectsSet2Close is a CRM consultancy specializing in CRM implementation and integration services, with a focus on HubSpot. They are highly recommended for their exceptional hands-on support and tailored solutions, as 100% of reviews commend their knowledge, flexibility, and communication. Their customer-centric approach consistently exceeds expectations, providing measurable improvements in CRM efficiency and effectiveness.
17 of 17 reviews are 5 stars17 new reviews for CRM Consulting and SI servicesLess than $10,000 avg. project costRead 17 Recent ReviewsReviewed 17 times in the past 6 months
In the past six months, Set2Close received overwhelmingly positive feedback from clients, highlighting their deep knowledge of HubSpot and personalized approach. Clients praised the team for their flexibility, responsiveness, and ability to simplify complex processes. Notable mentions include a successful HubSpot rollout with no operational disruptions and tailored training that empowered teams. Overall, clients expressed high satisfaction, recommending Set2Close for their exceptional support and value for cost.Was this helpful?
Industry Experience
Set2Close has demonstrated expertise across various industries, including retail, manufacturing, non-profit, real estate, and technology. Clients commend their personalized approach, effective onboarding, and CRM optimization, particularly with HubSpot. The overall sentiment is positive, highlighting Set2Close's ability to adapt solutions for specific business needs, enhance operational efficiency, and drive measurable results in sales and customer engagement across sectors.
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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 Real estate Other industries Advertising & marketingWas this helpful?
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1 of 1 Kelowna-based review is 5 starsLess than $10,000 avg. project cost for CRM Consulting and SI services in KelownaRead Similar ReviewsCRM 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 moreWas this helpful?
$1,000+$25 - $49 / hr50 - 249Serves Kelowna, CanadaServices provided
70% CRM Consulting and SI10% AI Development10% API Development +1 service10% IT Staff AugmentationSee all 102 projectsPeeklogic, LLC is a CRM Consulting firm specializing in CRM Implementation, CRM Integration, and CRM Systems Integration services. Clients commend their project management, responsiveness, and ability to deliver consistent, high-quality solutions on time. A notable 100% of reviews highlight their effective communication and adaptability to evolving requirements. Overall, Peeklogic, LLC receives positive feedback for improving operational efficiency and customer engagement through tailored Salesforce solutions.
19 of 20 reviews are 5 stars15 new reviews for CRM Consulting and SI services$10,000 – $49,000 avg. project costRead 20 Recent ReviewsReviewed 20 times in the past 6 months
In the last six months, client feedback for Peeklogic, LLC has been overwhelmingly positive, highlighting their strong project management and responsiveness. Clients have praised their ability to deliver on time and adapt to evolving requirements. Notable comments include improved operational efficiency and successful Salesforce integrations, with one client stating, 'Peeklogic's responsiveness and ability to bring our vision to fruition are impressive.' Overall, clients expressed high satisfaction, with many indicating no areas for improvement.Was this helpful?
Average Project Cost Breakdown
Read All ReviewsWhat Clients Have Said
Clients consistently highlight Peeklogic, LLC's excellent value for money and competitive pricing. Feedback indicates that their services fit within budget constraints while delivering high-quality outcomes. For instance, one client noted, 'Their pricing fit our budget, and we spoke with other clients who used them and spoke highly of them.' Overall, the sentiment reflects a strong appreciation for the cost-effectiveness of their solutions, with many clients expressing satisfaction with the return on investment achieved.Was this helpful?
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$8,000 Teams needing ongoing admin support $10,000 Organizations needing regular development work $12,000 Organizations using multiple Salesforce CloudsView PackagesDedicated 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 teamWas this helpful?
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$1,000+$50 - $99 / hr2 - 9Kelowna, Canada
Services provided
10% CRM Consulting and SI20% Market Research10% Branding +7 services10% Content Marketing10% Digital Strategy10% Marketing Strategy10% UX/UI Design10% Web Development5% Mobile App Development5% Video ProductionSee all 2 projectsEdge 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.
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 estateWas this helpful?
Average Project Cost Breakdown
Read All ReviewsWhat 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.Was this helpful?
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$5,000+$150 - $199 / hr10 - 49West Kelowna, Canada
Services provided
20% CRM Consulting and SI20% Business Consulting15% AI Agents +5 services15% AI Consulting15% AI Development5% Fractional CMO Services5% Marketing Strategy5% Search Engine OptimizationRBP 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?
$5,000+$200 - $300 / hr50 - 249Serves Kelowna, CanadaServices provided
100% CRM Consulting and SISee all 15 projectsCloudMasonry 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.
Reviews mention Transparent
Clients express high satisfaction with CloudMasonry's transparency throughout their projects. One client highlighted, "They’re consistently on time, sticking to or coming in under budget," emphasizing their reliability. Another noted, "They undergo rigorous testing periods to ensure that our changes will be smooth," showcasing their commitment to quality. Overall, the sentiment reflects a strong appreciation for CloudMasonry's open communication and proactive approach, fostering a collaborative and trustworthy partnership.-
Salesforce Automation & Functionality Dev for Direct Energy
5.0 Jan 27, 2021CloudMasonry 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. It’s really wonderful to work with a partner who’s that transparent and visionary. In addition, they’re transparent and diligent in their testing. Instead of deploying roll-outs and moving on, they undergo rigorous testing periods to ensure that our changes will be smooth. If they catch an issue, they’ll bring it to the forefront immediately.
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6 of 6 CRM Consulting and SI reviews are 5 stars$50,000 – $199,999 avg. project costRead 6 ReviewsCRM 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 moreWas this helpful?
Industry Experience
CloudMasonry has demonstrated its expertise across multiple industries, including Education, Financial Services, Insurance, and Pharmaceuticals. Clients commend their thorough project management, proactive communication, and deep knowledge of Salesforce. Feedback indicates a strong impact in optimizing processes, enhancing customer journeys, and implementing effective marketing strategies. Overall sentiment is highly positive, particularly in Education and Financial Services, where measurable outcomes include increased applicant conversions, improved reporting capabilities, and streamlined operations.
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Publishing Education Insurance Financial services Nonprofit IT Services Utilities Consumer Products Pharmaceuticals Arts, entertainment & musicWas this helpful?
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UndisclosedUndisclosed2 - 9Kamloops, Canada
Services provided
10% CRM Consulting and SI15% Cybersecurity15% IT Managed Services +8 services10% Cloud Consulting & SI10% ERP Consulting and SI10% IT Strategy Consulting10% Unified Communications Consulting & SI5% BI & Big Data Consulting & SI5% ECM Consulting and SI5% IT Staff Augmentation5% Other IT Consulting and SII.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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Undisclosed$150 - $199 / hr10 - 49Kelowna, Canada
Services provided
70% CRM Consulting and SI20% ERP Consulting and SI10% Other IT Consulting and SICRM 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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List of the Top 1 Kelowna CRM Companies
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$1,000+$50 - $99 / hr2 - 9Kelowna, Canada
Ability to deliver
20.2/40.016.2/20 Reviews0/10 Clients & Experience4/10 Market PresenceService focus
10% CRM Consulting and SI90% Other -
$5,000+$150 - $199 / hr10 - 49West Kelowna, Canada
Ability to deliver
5.2/40.00/20 Reviews0/10 Clients & Experience5.2/10 Market PresenceService focus
20% CRM Consulting and SI80% Other -
UndisclosedUndisclosed2 - 9Kamloops, Canada
Ability to deliver
5.3/40.00/20 Reviews0/10 Clients & Experience5.3/10 Market PresenceService focus
10% CRM Consulting and SI90% Other -
Undisclosed$150 - $199 / hr10 - 49Kelowna, Canada
Ability to deliver
5.2/40.00/20 Reviews0/10 Clients & Experience5.2/10 Market PresenceService focus
70% CRM Consulting and SI30% Other
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