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Top CRM Consultants in Ottawa

Ratings Updated: April 26, 2026

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0 Leaders 8 Contenders

8 Companies

Country: Canada

Province: Ontario

City: Ottawa

Services: CRM Consulting and SI

List of the Top Ottawa CRM Companies

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Set2Close

5.0 94 reviews
Premier Verified

$5,000+

$200 - $300 / hr

10 - 49

Serves Ottawa, 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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More responsive than most other service providers

Set2Close is responsive
They are a great candidate to start a conversation with. Send them a short message or project inquiry.
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United States (67) Canada (19) Bulgaria (1)

This provider is fluent in 2 languages:

English

French

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Peeklogic, LLC

5.0 92 reviews
Premier Verified

$1,000+

$25 - $49 / hr

50 - 249

Serves Ottawa, 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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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)

This provider is fluent in 3 languages:

English

Spanish

Ukrainian

This provider is available in 5 time zones:

Greenwich Mean Time (GMT)

Central Standard Time (CST)

Eastern Standard Time (EST)

Pacific Standard Time (PST)

Mountain Standard Time (MST)

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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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CloudMasonry

5.0 15 reviews
Premier Verified

$5,000+

$200 - $300 / hr

50 - 249

Serves Ottawa, 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 Unique expertise
Client feedback highlights CloudMasonry's unique expertise in Salesforce Marketing Cloud, emphasizing their proactive approach and attention to detail. One client noted their impressive ability to translate needs into actionable solutions, ultimately enhancing customer journeys and improving key performance indicators. The professionalism, responsiveness, and commitment to delivering high-quality results were consistently praised, indicating a strong overall sentiment of satisfaction and confidence in CloudMasonry's capabilities.

Custom Software Development for Financial Services Company

5.0 Jun 7, 2024

Our experience with CloudMasonry has been impressive, primarily due to the consultant's knowledge and expertise in Salesforce. She answered questions quickly and gave clear explanations that we were able to understand as beginners to the system. Not only did CloudMasonry solve countless requests during our time working together, we also feel more educated and prepared to take on new projects.
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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
In recent reviews, clients have expressed high satisfaction with CloudMasonry's expertise and project management. A Director of Sales Operations highlighted Ishan's extensive knowledge and effective consultation, which led to improved data reporting and streamlined processes. Overall, the sentiment is positive, with clients appreciating the timely delivery and alignment with budgetary constraints. No significant areas for improvement were noted, indicating a strong performance by CloudMasonry in meeting client needs.
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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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Publishing Education Insurance Financial services Nonprofit IT Services Utilities Arts, entertainment & music Consumer Products Pharmaceuticals

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View projects from:

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

This provider is fluent in 2 languages:

English

Spanish

This provider is available in 8 time zones:

Greenwich Mean Time (GMT)

Hawaii Standard Time (HST)

Alaska Standard Time (AKST)

Central Standard Time (CST)

Eastern Standard Time (EST)

Pacific Standard Time (PST)

Phoenix Standard Time (PNT)

Mountain Standard Time (MST)

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NeoLore Networks

Not yet reviewed

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Verified

Undisclosed

Undisclosed

10 - 49

Ottawa, Canada

Services provided

20% CRM Consulting and SI

20% Cybersecurity

20% IT Managed Services +2 services

20% IT Staff Augmentation

20% Other IT Consulting and SI

CRM consulting and SI company NeoLore Networks offers CRM consulting and SI and Cybersecurity. They were founded in 2001.
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Kohezion

Not yet reviewed

$1,000+

$100 - $149 / hr

10 - 49

Gatineau, Canada

Services provided

40% CRM Consulting and SI

50% Custom Software Development

10% Web Design

Headquartered in Gatineau, Canada, Kohezion is a small CRM consulting and SI and software development firm. Their services include CRM consulting and SI and Custom Software Development.
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Aarialife Technologies Inc.

Not yet reviewed

$5,000+

$50 - $99 / hr

10 - 49

Ottawa, Canada

Services provided

30% CRM Consulting and SI

40% ERP Consulting and SI

10% Business Consulting +3 services

10% Cloud Consulting & SI

5% AI Development

5% IoT Development

In Toronto, Canada and Pune, India, Aarialife Technologies Inc. Is a small ERP consulting and SI company. Their services include ERP consulting and SI and CRM consulting and SI.
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Ottawa, Canada

343 Preston St 11th Floor
Ottawa, Canada K1S 1N4
6 - 9

+1.416.649.5788

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CORADIX Technology Consulting Ltd.

Not yet reviewed

Undisclosed

Undisclosed

250 - 999

Ottawa, Canada

Services provided

25% CRM Consulting and SI

25% AI Development

25% Cloud Consulting & SI +1 service

25% Cybersecurity

CORADIX Technology Consulting Ltd. Is a cloud consulting & SI company founded in 1995. The team specializes in cloud consulting & SI and CRM consulting and SI.
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ServeSpark

Not yet reviewed

$1,000+

$50 - $99 / hr

2 - 9

Ottawa, Canada

Services provided

20% CRM Consulting and SI

20% API Development

20% Custom Software Development +2 services

20% E-Commerce Development

20% Web Development

ServeSpark, a CRM consulting and SI company, was established in 2020. The team offers CRM consulting and SI and Custom Software Development.
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Corporate Renaissance Group

Not yet reviewed

$5,000+

$100 - $149 / hr

250 - 999

Ottawa, Canada

Services provided

20% CRM Consulting and SI

20% ERP Consulting and SI

15% BI & Big Data Consulting & SI +3 services

15% Business Consulting

15% Cloud Consulting & SI

15% Unified Communications Consulting & SI

Corporate Renaissance Group is a CRM consulting and SI company based in Ottawa, Canada and Broken Arrow, Oklahoma. The team specializes in CRM consulting and SI and ERP consulting and SI.
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ITUtility.NET

Not yet reviewed

$5,000+

$100 - $149 / hr

2 - 9

Ottawa, Canada

Services provided

30% CRM Consulting and SI

40% IT Managed Services

30% Unified Communications Consulting & SI

Established in 2005, ITUtility.NET is a small Ottawa, Canada-based IT managed services company. Their services include IT managed services and CRM consulting and SI.
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Twenty Seven + Five

Not yet reviewed

Undisclosed

Undisclosed

2 - 9

Ottawa, Canada

Services provided

10% CRM Consulting and SI

10% Content Marketing

10% Conversion Optimization +7 services

10% Email Marketing

10% Graphic Design

10% Market Research

10% Marketing Strategy

10% Pay Per Click

10% Search Engine Optimization

10% Social Media Marketing

Founded in 2020, Twenty Seven + Five is a Market Research company. The team offers Market Research and Marketing Strategy and is located in Ottawa, Canada and New York.
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Ability to deliver

Focus

Proven

Market Leaders

Emerging

Niche

Clutch Leaders Matrix

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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 Ottawa CRM Companies

Kohezion

$1,000+

$100 - $149 / hr

10 - 49

Gatineau, Canada

Ability to deliver

5.7/40.0

0/20 Reviews

0/10 Clients & Experience

5.7/10 Market Presence

Service focus

40% CRM Consulting and SI

60% Other

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NeoLore Networks

Undisclosed

Undisclosed

10 - 49

Ottawa, Canada

Ability to deliver

10/40.0

0/20 Reviews

2.4/10 Clients & Experience

7.7/10 Market Presence

Service focus

20% CRM Consulting and SI

80% Other

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Aarialife Technologies Inc.

$5,000+

$50 - $99 / hr

10 - 49

Ottawa, 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

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CORADIX Technology Consulting Ltd.

Undisclosed

Undisclosed

250 - 999

Ottawa, Canada

Ability to deliver

0/40.0

0/20 Reviews

0/10 Clients & Experience

0/10 Market Presence

Service focus

25% CRM Consulting and SI

75% Other

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ServeSpark

$1,000+

$50 - $99 / hr

2 - 9

Ottawa, Canada

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

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Corporate Renaissance Group

$5,000+

$100 - $149 / hr

250 - 999

Ottawa, Canada

Ability to deliver

0/40.0

0/20 Reviews

0/10 Clients & Experience

0/10 Market Presence

Service focus

20% CRM Consulting and SI

80% Other

View Profile Visit Website
ITUtility.NET

$5,000+

$100 - $149 / hr

2 - 9

Ottawa, Canada

Ability to deliver

0/40.0

0/20 Reviews

0/10 Clients & Experience

0/10 Market Presence

Service focus

30% CRM Consulting and SI

70% Other

View Profile Visit Website
Twenty Seven + Five

Undisclosed

Undisclosed

2 - 9

Ottawa, Canada

Ability to deliver

0/40.0

0/20 Reviews

0/10 Clients & Experience

0/10 Market Presence

Service focus

10% CRM Consulting and SI

90% Other

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Top CRM Consultants in Ottawa

List of the Top Ottawa CRM Companies

Reviewed 25 times in the past 6 months

Industry Experience

Select Industry to see insights

Set2Close is responsive

Industry Experience

Select Industry to see insights

Average Project Cost Breakdown

What Clients Have Said

Dedicated Salesforce Team (Admin/Developer)

Reviews mention Unique expertise

Custom Software Development for Financial Services Company

Reviewed 1 time in the past 6 months

Industry Experience

Select Industry to see insights

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List of the Top Ottawa CRM Companies

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