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Top CRM Consultants in Milton

Ratings Updated: February 27, 2026
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7 Leaders 15 Contenders

201 Companies

Country: Canada
Province: Ontario
City: Milton
Services: CRM Consulting and SI

List of the Top Milton CRM Companies

  • Featured

    What are Featured Providers?

    Set2Close Logotype

    Set2Close

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

    Reviews mention Helpful

    Clients consistently praised Set 2 Close for their helpfulness and responsiveness throughout various projects. For instance, one client highlighted how their onboarding specialist provided exceptional guidance, stating they were 'more than helpful' during the HubSpot onboarding process. Another client noted, 'Jeremy was very helpful in explaining and showing us how to use HubSpot.' Overall, the sentiment surrounding their helpfulness is overwhelmingly positive, with multiple clients expressing satisfaction with the support received.
    • Sales Process Automation for SaaS Platform
      5.0 Dec 15, 2022

      The systems that Set@2Close are helping us set up are already starting to take unnecessary manual steps out of our sales process, freeing up our sales rep's time to redeploy to other duties. This will allow our team to move further, faster, with less human effort. The workflow and communication between their team and ours have been air tight so far. Their willingness to help our business in any way that they can is impressive. They weren't trying to force us down a pathway that worked best for them. Every step has been focused on what our business requires.

      Read Full Review
    • HubSpot Migration for Camping Trailer Company
      5.0 Feb 12, 2025

      Virtual Meetings were scheduled in advance and attended promptly, with the requested information available and ready for each meeting. Supplemental emails and calls where necessary were prompt and helpful. They were knowledgeable, thorough, and organized, demonstrated an excellent ability to understand our specific company needs and helped to train and educate us on Hubspot functionality in a friendly and accessible manner.

      Read Full Review
    • HubSpot Consulting & Training for Accounting Company
      4.5 Mar 21, 2025

      Everything was timely and the team was very responsive and helpful. Being helpful and resourceful. Also having pre-recorded video on how to implement certain tasks.

      Read Full Review
    • HubSpot Implementation Support for Pool & Spa Company
      5.0 May 20, 2025

      His support has made a big difference in helping us feel confident navigating the platform.

      Read Full Review
    • CRM Consulting for Software Company
      4.5 Jun 24, 2025

      Set 2 Close was responsive and helpful in walking me through my questions and concerns. It was great to have an outline and know what the intention of the next call was, while still leaving room for ad-hoc questions.

      Read Full Review
    Read All Reviews
    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

    Average Project Cost Breakdown

    Less than $10,000 (59) $10,000 to $49,000 (6) $50,000 to $199,999 (2)

    What Clients Have Said

    Clients consistently highlight Set2Close's competitive pricing and strong value for money. One client noted, 'Pricing fit our budget' and 'good value for cost,' while another emphasized the 'great culture fit' and 'high ratings' that influenced their choice. Overall, feedback reflects satisfaction with the cost-effectiveness of services, with many clients expressing appreciation for the comprehensive support received, which exceeded their expectations without breaking the bank.
    Read All Reviews
    1 of 1 Milton-based review is 5 stars
    Less than $10,000 avg. project cost for CRM Consulting and SI services in Milton

    CRM Consulting and SI project highlight

    HubSpot Onboarding for High-Temperature Textiles Company

    5.0 — Set2Close provided HubSpot onboarding services for a high-temperature textiles manufacturing company. The team connected Outlook to the HubSpot platform and showed the client how to use the HubSpot Read more
    Read Similar Reviews
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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 Milton, 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

    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.
    Read All Reviews

    View projects from:

    United States (14) India (6) Australia (2) Canada (1) Singapore (1) England (1)
    $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
    View Packages
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    CloudMasonry Logotype

    CloudMasonry

    5.0 15 reviews
    Premier Verified
    $5,000+
    $200 - $300 / hr
    50 - 249
    Serves Milton, 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
    1 of 1 reviews is 5 stars
    1 new review for CRM Consulting and SI services
    $10,000 – $49,000 avg. project cost

    Reviewed 1 time in the past 6 months

    Recent reviews of CloudMasonry reflect a highly positive sentiment, highlighting their effective project management and knowledgeable team. A client from Eliquent praised Ishan's expertise in digitizing their lead conversion process, resulting in streamlined operations and improved data reporting. The company's competitive pricing and high ratings were significant factors in their selection. Overall, clients express satisfaction with outcomes, indicating CloudMasonry's capability to deliver tailored solutions effectively.
    Read 1 Recent Review
    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
    Read 6 Reviews

    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.

    Read All Reviews

    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.
    Read All Reviews
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  • I Pro Advisers Logotype

    Not yet reviewed

    Undisclosed
    Undisclosed
    2 - 9
    Toronto, Canada

    Services provided

    20% CRM Consulting and SI
    20% Advertising
    20% Email Marketing +2 services
    20% Search Engine Optimization
    20% Web Design

    Small Advertising company I Pro Advisers, is located in Toronto, Canada. Their services include Advertising and CRM consulting and SI.

    Read more
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Ability to deliver
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Clutch Leaders Matrix

Rollover to see company insights or click a company below for more details.

1 Ray Business Technologies
2 Techverx
3 Purely CRM via Endeavour Solutions
4 Winobell Inc
5 Geoviz
6 Wrinom Solution (Inc.)
7 Netclues

List of the Top 7 Milton CRM Companies

  1. Ray Business Technologies Logotype

    Ray Business Technologies

    $50,000+
    $50 - $99 / hr
    250 - 999
    Plano, TX

    Ability to deliver

    36.9/40.0
    17.2/20 Reviews
    9.7/10 Clients & Experience
    10/10 Market Presence

    Service focus

    10% CRM Consulting and SI
    90% Other
    View Profile Visit Website
  2. Techverx Logotype

    Techverx

    $10,000+
    $25 - $49 / hr
    250 - 999
    Manassas, TX

    Ability to deliver

    33.3/40.0
    18.8/20 Reviews
    8.9/10 Clients & Experience
    5.5/10 Market Presence

    Service focus

    15% CRM Consulting and SI
    85% Other
    View Profile Visit Website
  3. Purely CRM via Endeavour Solutions Logotype

    Purely CRM via Endeavour Solutions

    $75,000+
    $150 - $199 / hr
    50 - 249
    Vancouver, Canada

    Ability to deliver

    22.7/40.0
    16.2/20 Reviews
    1.3/10 Clients & Experience
    5.2/10 Market Presence

    Service focus

    50% CRM Consulting and SI
    50% Other
    View Profile Visit Website
  4. Winobell Inc Logotype

    Winobell Inc

    $25,000+
    $25 - $49 / hr
    50 - 249
    Mississauga, Canada

    Ability to deliver

    21/40.0
    16.4/20 Reviews
    0/10 Clients & Experience
    4.6/10 Market Presence

    Service focus

    60% CRM Consulting and SI
    40% Other
    View Profile Visit Website
  5. Geoviz Logotype

    Geoviz

    $10,000+
    $25 - $49 / hr
    50 - 249
    Oakville, Canada

    Ability to deliver

    24.4/40.0
    16.2/20 Reviews
    2.9/10 Clients & Experience
    5.3/10 Market Presence

    Service focus

    20% CRM Consulting and SI
    80% Other
    View Profile Visit Website
  6. Wrinom Solution (Inc.) Logotype

    Wrinom Solution (Inc.)

    $5,000+
    $50 - $99 / hr
    10 - 49
    Mountain View, CA

    Ability to deliver

    20.4/40.0
    16.4/20 Reviews
    0/10 Clients & Experience
    4/10 Market Presence

    Service focus

    20% CRM Consulting and SI
    80% Other
    View Profile Visit Website
  7. Netclues Logotype

    Netclues

    Undisclosed
    Undisclosed
    250 - 999
    George Town, Cayman Islands

    Ability to deliver

    16.4/40.0
    16.4/20 Reviews
    0/10 Clients & Experience
    0/10 Market Presence

    Service focus

    10% CRM Consulting and SI
    90% Other
    View Profile Visit Website
  8. Mapsted Logotype

    Mapsted

    Undisclosed
    Undisclosed
    50 - 249
    Mississauga, Canada

    Ability to deliver

    8/40.0
    0/20 Reviews
    2.1/10 Clients & Experience
    5.9/10 Market Presence

    Service focus

    40% CRM Consulting and SI
    60% Other
    View Profile Visit Website
  9. CiiAction Group Logotype

    CiiAction Group

    $1,000+
    Undisclosed
    10 - 49
    Mississauga, Canada

    Ability to deliver

    4.9/40.0
    0/20 Reviews
    0/10 Clients & Experience
    4.9/10 Market Presence

    Service focus

    50% CRM Consulting and SI
    50% Other
    View Profile Visit Website
  10. CloudQ Logotype

    CloudQ

    $1,000+
    $25 - $49 / hr
    250 - 999
    Alpharetta, GA

    Ability to deliver

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

    Service focus

    20% CRM Consulting and SI
    80% Other
    View Profile Visit Website
  11. Endeavour Solutions Logotype

    Endeavour Solutions

    Undisclosed
    Undisclosed
    50 - 249
    Mississauga, Canada

    Ability to deliver

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

    Service focus

    50% CRM Consulting and SI
    50% Other
    View Profile Visit Website
  12. Endeavour Solutions Inc Logotype

    Endeavour Solutions Inc

    $25,000+
    $150 - $199 / hr
    50 - 249
    Mississauga, Canada

    Ability to deliver

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

    Service focus

    30% CRM Consulting and SI
    70% Other
    View Profile Visit Website
  13. Keyrus Logotype

    Keyrus

    $25,000+
    $200 - $300 / hr
    1,000 - 9,999
    New York, NY

    Ability to deliver

    33.4/40.0
    16.2/20 Reviews
    7.8/10 Clients & Experience
    9.4/10 Market Presence

    Service focus

    15% CRM Consulting and SI
    85% Other
    View Profile Visit Website
  14. Purple Sales Logotype

    Purple Sales

    $5,000+
    $50 - $99 / hr
    10 - 49
    Toronto, Canada

    Ability to deliver

    33.7/40.0
    17.2/20 Reviews
    10/10 Clients & Experience
    6.5/10 Market Presence

    Service focus

    10% CRM Consulting and SI
    90% Other
    View Profile Visit Website
  15. ERP Buddies Inc. Logotype

    ERP Buddies Inc.

    Undisclosed
    Undisclosed
    50 - 249
    Mississauga, Canada

    Ability to deliver

    23.9/40.0
    16.2/20 Reviews
    2.3/10 Clients & Experience
    5.3/10 Market Presence

    Service focus

    10% CRM Consulting and SI
    90% Other
    View Profile Visit Website
  16. Digital Klouds Logotype

    Digital Klouds

    $1,000+
    $50 - $99 / hr
    50 - 249
    Milton, Canada

    Ability to deliver

    6.7/40.0
    0/20 Reviews
    1.8/10 Clients & Experience
    4.9/10 Market Presence

    Service focus

    15% CRM Consulting and SI
    85% Other
    View Profile Visit Website
  17. Customertimes Corp Logotype

    Customertimes Corp

    Undisclosed
    $100 - $149 / hr
    1,000 - 9,999
    New York, NY

    Ability to deliver

    22.6/40.0
    17/20 Reviews
    0/10 Clients & Experience
    5.6/10 Market Presence

    Service focus

    40% CRM Consulting and SI
    60% Other
    View Profile Visit Website
  18. Haya Solutions Inc. Logotype

    Haya Solutions Inc.

    $5,000+
    $100 - $149 / hr
    10 - 49
    Mississauga, Canada

    Ability to deliver

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

    Service focus

    20% CRM Consulting and SI
    80% Other
    View Profile Visit Website
  19. Encaptechno Logotype

    Encaptechno

    $5,000+
    $25 - $49 / hr
    10 - 49
    Brampton, Canada

    Ability to deliver

    21.4/40.0
    16.2/20 Reviews
    0/10 Clients & Experience
    5.2/10 Market Presence

    Service focus

    50% CRM Consulting and SI
    50% Other
    View Profile Visit Website
  20. Plative Logotype

    Plative

    $10,000+
    $200 - $300 / hr
    50 - 249
    New York, NY

    Ability to deliver

    31/40.0
    15.2/20 Reviews
    7.6/10 Clients & Experience
    8.2/10 Market Presence

    Service focus

    40% CRM Consulting and SI
    60% Other
    View Profile Visit Website
  21. eWAY Innovations and Automations Logotype

    eWAY Innovations and Automations

    $1,000+
    $25 - $49 / hr
    10 - 49
    Hyderabad, India

    Ability to deliver

    4.6/40.0
    0/20 Reviews
    0/10 Clients & Experience
    4.6/10 Market Presence

    Service focus

    20% CRM Consulting and SI
    80% Other
    View Profile Visit Website
  22. Cabot Technology Solutions, Inc Logotype

    Cabot Technology Solutions, Inc

    $10,000+
    $25 - $49 / hr
    50 - 249
    Hamilton, Canada

    Ability to deliver

    35/40.0
    16/20 Reviews
    9.6/10 Clients & Experience
    9.5/10 Market Presence

    Service focus

    10% CRM Consulting and SI
    90% Other
    View Profile Visit Website

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Nearby Locations

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