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Top CRM Consultants in Pennsylvania

Ratings Updated: May 7, 2026

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Set2Close

5.0 96 reviews
Premier Verified

$5,000+

$200 - $300 / hr

10 - 49

Serves Pennsylvania

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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Reviews mention Exceeds expectations
Set2Close consistently exceeded client expectations across multiple projects. Clients praised their exceptional communication, timely deliverables, and tailored solutions. For instance, one CEO noted their 'proactive identification of gaps' and 'strategic guidance,' while another client highlighted their 'very professional' approach and ability to 'see around corners.' Overall, feedback reflects a high degree of satisfaction with Set2Close's expertise, responsiveness, and commitment to client success, with multiple reviews stating they delivered an 'outstanding job' without any areas for improvement.

HubSpot Onboarding for Construction Consulting Company

5.0 Apr 1, 2025

The initial onboarding with Set 2 Close was completely free. This seems to be their business model, where they come in and prove their worth before even discussing extended services. Nothing comes to mind, they exceeded our expectations.
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HubSpot CRM Consulting & Onboarding for Leadership Dev Co

5.0 May 7, 2025

We had weekly meetings with deliverables each week. They went beyond my expectations and answered, identified and helped me see around corners I didn't expect. Very professional throughout the engagement. Plus one! It wasn't a cookie cutter template. They identified, and were interested, in my unique business situation and we built goals and milestones to achieve. Again, very professional and went beyond expectations.
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CRM System Implementation for ERP Platform Company

5.0 Dec 3, 2025

Set2Close.io’s project management throughout the implementation was highly organized, responsive, and consistent. Deliverables were completed on time and aligned with the agreed-upon timeline, with clear communication at every stage. They were very responsive to Loop ERP’s needs, adjusting priorities when required and quickly addressing questions or change requests. Whether it involved refining automation workflows, updating SDR sequences, or adding new reporting dashboards, the team provided solutions promptly and ensured each update was fully tested before deployment.
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CRM System Implementation for ERP Platform Company

5.0 Dec 3, 2025

Set2Close's consulting staff brought a high level of expertise and industry understanding to the project, consistently demonstrating deep knowledge of CRM architecture, sales process optimization, and marketing automation best practices. They went above and beyond the standard scope by proactively identifying gaps, suggesting improvements, and offering strategic guidance that strengthened both the technical setup and the operational workflows. Their willingness to dive into details, provide hands-on support, and tailor solutions to unique business needs made the engagement feel not just like an implementation, but a true partnership.
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CRM System Implementation for ERP Platform Company

5.0 Dec 3, 2025

Set2Close.io delivered an exceptional experience from start to finish, exceeding expectations in every part of the project. Their communication, execution, expertise, and responsiveness were all flawless, and the implementation couldn’t have gone more smoothly. Everything was truly perfect.
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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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Average Project Cost Breakdown

Less than $10,000 (68) $10,000 to $49,000 (7) $50,000 to $199,999 (2)

What Clients Have Said
Clients consistently highlight Set2Close's competitive pricing and exceptional value for money, often noting that the services provided exceeded their expectations. Multiple reviews mention that the pricing fit their budgets while delivering high-quality training and support. One client stated, "Set 2 Close helped us with sales pipeline consulting, lead generation, and multi-channel prospecting education, and business development,” emphasizing the comprehensive nature of the services provided at a reasonable cost. Overall, sentiment is overwhelmingly positive regarding the balance of cost and value.
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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 96 reviews
Premier Verified

$1,000+

$25 - $49 / hr

50 - 249

Serves Pennsylvania

Services provided

85% CRM Consulting and SI

14% Low/No Code Development

1% Custom Software Development

Peeklogic, LLC is a CRM Consulting and SI firm specializing in Salesforce implementation, integration, and customization. Across reviews, 100% of feedback is positive, highlighting their responsiveness, strong project management, and expertise in CRM systems integration. Many clients (over 70%) emphasize Peeklogic's ability to deliver solutions efficiently and their alignment with client values and operational needs.

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17 of 18 reviews are 5 stars

12 new reviews for CRM Consulting and SI services

$10,000 – $49,000 avg. project cost

Reviewed 18 times in the past 6 months
Recent reviews for Peeklogic, LLC indicate a strong overall sentiment of satisfaction among clients, highlighting their excellent project management and responsiveness. Clients commend the team for delivering high-quality Salesforce solutions on time, such as a fully functional Salesforce app and customized CRM enhancements. Specific feedback includes their ability to streamline workflows, improve operational efficiency, and maintain clear communication. Notably, clients expressed no significant areas for improvement, emphasizing the team's professionalism and alignment with client values.
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40 of 44 CRM Consulting and SI reviews are 5 stars

12 new reviews for CRM Consulting and SI in past 6 months

Less than $10,000 avg. project cost

CRM Consulting and SI PROJECT HIGHLIGHT

Custom CRM System Design for Monitoring Company
5.0 — Peeklogic, LLC has designed a custom CRM system for a monitoring company. Read more
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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
The overall feedback regarding Peeklogic, LLC highlights a strong sentiment of value for money in their services. Clients frequently noted that the pricing fit their budgets and appreciated the high quality of work delivered. For instance, one client stated, "They had high ratings and offered good value for the cost," while another mentioned, "Pricing fit our budget, good value for cost." Overall, clients felt that the cost was justified by the quality and responsiveness of the team, emphasizing timely delivery and effective communication.
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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 Pennsylvania

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 Timely
The sentiment regarding timeliness in CloudMasonry's project delivery is overwhelmingly positive. Clients consistently noted that CloudMasonry delivered projects on schedule, demonstrating exceptional project management. One client remarked on their 'incredibly proactive' approach and ability to address issues quickly, while another highlighted the team's efficiency in meeting deadlines despite client-side delays. Overall, clients expressed high satisfaction with CloudMasonry's commitment to timely delivery and responsiveness to their needs.

Custom Software Development for Financial Services Company

5.0 Jun 7, 2024

Our consultant always delivered items on time, even if there were delays on our end of the partnership. She was extremely efficient, thorough, and flexible as we tried to keep up with her!
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CRM Consulting for University

5.0 Dec 19, 2023

Timely, efficient, and professional.
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Salesforce Automation & Functionality Dev for Direct Energy

5.0 Jan 27, 2021

CloudMasonry 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.
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Custom Salesforce Build Out for Legal Cannabis Marketplace

5.0 Feb 27, 2020

They hit all of their self-imposed deadlines and the development process was much faster than we expected. I’ve never worked with somebody as on top of a project like they were.
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Salesforce Support for Publishing Company

5.0 Jan 23, 2025

They have strong foresight and product knowledge. Available throughout the day with quick timescales to respond to any queries. Project delivered on time with a smile on their faces!
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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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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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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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INSIDEA

5.0 58 reviews

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Premier Verified

$1,000+

$50 - $99 / hr

50 - 249

State College, PA

Services provided

10% CRM Consulting and SI

15% Email Marketing

15% Pay Per Click +6 services

10% Advertising

10% Ecommerce Marketing

10% Social Media Marketing

10% UX/UI Design

10% Web Design

10% Web Development

INSIDEA is a CRM Consulting and SI company specializing in CRM Implementation and CRM Integration services. The firm consistently receives positive feedback, with over 90% of reviewers praising their responsiveness, professionalism, and project management. Clients frequently commend INSIDEA for their expertise in HubSpot CRM systems integration, noting their ability to deliver tailored solutions while maintaining clear communication and collaboration throughout the implementation process.

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Reviews mention Timely
The overall sentiment regarding INSIDEA's timeliness is highly positive, with numerous clients praising their prompt delivery of services. For instance, a client from IDmelon highlighted that INSIDEA was 'very on time, very organized, and very responsive,' while another from StrucSure noted that 'deliverables were provided in a timely manner.' Consistent feedback emphasizes their ability to meet deadlines and adapt to client needs, showcasing their commitment to efficient project management.

HubSpot Management & SEO for Investment Research Company

5.0 May 9, 2025

INSIDEA was highly responsive, open to change as per my requirements and always delivering quality results on time. Their team was skilled, organized, and proactive in communication.
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SEO & Content Strategy for CPA Firm

5.0 May 12, 2025

INSIDEA’s project management was highly efficient and organized. They maintained clear timelines, regularly updated us on progress, and ensured all deliverables were completed on schedule. Communication was seamless—they were always responsive, understood our needs well, and proactively suggested solutions whenever needed.
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HubSpot Optimization, SEO & Design for Cloud Optimization Co

5.0 Apr 16, 2025

INSIDEA demonstrated reliable project management throughout the engagement. They consistently delivered items on time and were proactive in communicating timelines, updates, and any blockers. They responded quickly to our requests—often turning around urgent tasks within a day—and adapted well to shifting priorities.
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SMM & CRM Consulting & SI for Manufacturing Co

4.5 Jun 2, 2025

Describe their project management. Did they deliver items on time? How did they respond to your needs? Very timely response and task completion.
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CRM Consulting & SI for IT Company

5.0 Jun 4, 2025

Yes, responses have been very detailed and on time as well! They were able to help train and also do things on the back end so we could continue our day-to-day work at the same time.
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16 of 16 reviews are 5 stars

15 new reviews for CRM Consulting and SI services

Less than $10,000 avg. project cost

Reviewed 16 times in the past 6 months
Over the past six months, INSIDEA has received consistently positive feedback from clients, highlighting their professionalism, responsiveness, and expertise in HubSpot implementation. Clients praised the team's attention to detail and ability to deliver projects on time, such as a tailored CRM setup for Vu Promo and effective training for Dawson Design Associates. Notably, clients appreciated the collaborative approach and the seamless integration of systems, resulting in improved operational efficiency. Overall, sentiments reflect high satisfaction with INSIDEA's services.
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39 of 40 CRM Consulting and SI reviews are 5 stars

19 new reviews for CRM Consulting and SI in past 6 months

Less than $10,000 avg. project cost

CRM Consulting and SI PROJECT HIGHLIGHT

CRM Consulting & Implementation for Gas Company
5.0 — INSIDEA provided HubSpot implementation services for a renewable natural gas company. The team customized the CRM according to the client's needs. Read more
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Industry Experience

INSIDEA has demonstrated strong expertise across various industries, including Hospitality & Leisure, Insurance, Information Technology, Manufacturing, and more. Clients praised their responsiveness, organizational skills, and in-depth knowledge of HubSpot CRM implementation and optimization. Overall, feedback indicates a highly professional and supportive partnership, with notable strengths in project management and tailored solutions. Potential clients in industries such as Financial Services, IT, and Marketing may find INSIDEA particularly well-suited to meet their needs.
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Arts, entertainment & music Information technology IT Services Construction Chemicals & Biotechnology Environmental Services Healthcare Business services Medical Education Financial services Software Retail Real estate Pharmaceuticals Recreation Other Industry Contracting Hospitality & leisure Manufacturing Insurance Advertising & marketing

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LockData Technologies

Not yet reviewed
Verified

$10,000+

$100 - $149 / hr

10 - 49

Lakeville, PA

Services provided

10% CRM Consulting and SI

25% Custom Software Development

20% Web Development +8 services

10% E-Commerce Development

5% Application Management & Support

5% Application Testing

5% Digital Strategy

5% Mobile App Development

5% Search Engine Optimization

5% UX/UI Design

5% Web Design

Based in Lakeville, Pennsylvania, LockData Technologies is a software development firm. They offer Custom Software Development and Web Development.
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Mole Street

5.0 17 reviews

$10,000+

$200 - $300 / hr

10 - 49

West Chester, PA

Services provided

35% CRM Consulting and SI

35% Web Development

15% Conversion Optimization +3 services

5% Digital Strategy

5% Marketing Strategy

5% Search Engine Optimization

Mole Street is a digital marketing agency specializing in SEO, content marketing, web development, and digital strategy. With an impressive track record, approximately 85% of reviews highlight their high-quality output and strategic expertise. Clients commend their project management and collaborative approach, although minor delays and onboarding improvements were noted. Overall, Mole Street is recognized for its impactful marketing solutions and client engagement.

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Reviews mention Flexible
Client feedback consistently highlights Mole Street's flexibility in adapting to project needs and requirements. One client noted, 'They were flexible and good collaborators,' while another emphasized their ability to allow updates and redesigns on a page-by-page basis. Overall, the sentiment regarding Mole Street's flexibility is positive, with clients appreciating their collaborative approach and responsiveness to evolving project demands.

Video Production & Event Planning for University

5.0 Mar 12, 2021

They were flexible and good collaborators.
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Digital Marketing for Patient Financial Management

5.0 Mar 20, 2020

As a startup, we have a certain amount of cash on hand to do projects like this, and they’ve been very flexible, allowing us to get updates done and redesign the site page by page.
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Industry Experience

Mole Street showcases strong expertise across various sectors, including Financial Services, Education, Software, Healthcare, and Legal. Clients praise their creative, collaborative approach and ability to enhance brand visibility and engagement through tailored marketing strategies. In Financial Services and Education, they excel in content marketing and SEO, while their work in Healthcare and Legal focuses on positioning and messaging. Overall, feedback across sectors is highly positive, indicating their effectiveness in delivering impactful results.
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Financial services Education Software Arts, entertainment & music Business services Legal Government IT Services Healthcare Information technology Advertising & marketing Hospitality & leisure

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Average Project Cost Breakdown

$10,000 to $49,000 (8) $50,000 to $199,999 (7) $200,000 to $999,999 (1)

What Clients Have Said
Mole Street is frequently praised for delivering high-quality marketing services at competitive prices, providing clients with substantial value for their investment. For instance, one client noted they won an RFP based on cost and quality, while another highlighted their impressive output comparable to larger agencies. Despite some minor delays in project delivery, overall sentiment indicates clients feel they receive excellent service relative to the costs, with many expressing satisfaction and recommending them based on the value they provide.
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United States (16) Australia (1)

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Empirical Consulting Solutions, LLC

5.0 2 reviews

$1,000+

Undisclosed

10 - 49

Narberth, PA

Services provided

20% CRM Consulting and SI

20% Business Consulting

20% Finance & Accounting Outsourcing (FAO) +2 services

20% HR Consulting

20% Marketing Strategy

Empirical Consulting Solutions, LLC is a consulting firm specializing in sales process development and strategic consulting. The reviews reflect overwhelmingly positive feedback, with clients praising their professionalism, industry knowledge, and customized approach. Every reviewer highlighted the firm's integrity and collaboration, with no areas suggested for improvement. Key themes include effective sales scaling and process enhancement, making them a reliable partner in achieving measurable growth.

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Reviews mention Easy to reach
Clients consistently praise Empirical Consulting Solutions, LLC for their accessibility and responsiveness. One client noted, 'They’re always there and ready to help,' highlighting the company's commitment to client support. Additionally, the collaborative approach taken by ECS fosters a comfortable environment for communication, as emphasized by another reviewer who remarked on the 'ease of collaboration.' Overall, the sentiment surrounding their availability and willingness to assist is overwhelmingly positive.

CRM & Sales Consulting for B2B Lead Generation Firm

5.0 May 20, 2020

The entire ECS team is comprised of the most high-quality people I’ve ever met. There’s an ease of collaboration. I’ve never met a group of people where everybody has the same high standards and approachability. ECS was structured, on time, and on budget. Their team made us feel we were collaborating and did all the right things.
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Industry Experience

Empirical Consulting Solutions, LLC has demonstrated expertise primarily in the Other Industry and Advertising & Marketing sectors. Clients appreciate their tailored approach to developing sales processes and strategies, particularly for growth and expansion. Feedback highlights their professionalism, integrity, and collaborative nature. Overall sentiment is positive, emphasizing ECS's impact on enabling clients to adopt efficient tracking systems and scaling strategies, making them a strong fit for businesses seeking to enhance their sales operations.
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Other Industry Advertising & marketing

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Average Project Cost Breakdown

Less than $10,000 (1)

What Clients Have Said
Clients of Empirical Consulting Solutions, LLC express high satisfaction with the company's cost and value for money. One client noted, "You’ll get your value, there’s no question," after investing between $5,000 and $10,000. Another client highlighted the firm's ability to deliver high-level consultation without significant financial commitment, stating, "They brought tried and true assessments... without that level of financial commitment." Overall, clients appreciate the quality of service relative to the investment made.
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Abuzz Technologies

4.8 3 reviews

$1,000+

$100 - $149 / hr

2 - 9

Philadelphia, PA

Services provided

10% CRM Consulting and SI

40% IT Managed Services

30% Cybersecurity +2 services

10% Cloud Consulting & SI

10% IT Strategy Consulting

Abuzz Technologies is a CRM Consultancy and CRM Systems Integration company praised for its meticulous attention to detail and effective problem-solving abilities. With 100% positive feedback, clients highlight their timely delivery and alignment with company values. Reviewers did not identify any areas for improvement, emphasizing overall satisfaction with their CRM Services.

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Reviews mention High-quality work
Clients consistently praise Abuzz Technologies for delivering high-quality work, noting significant improvements in their IT systems. One client highlighted the company's 'impeccable' service and exceptional responsiveness, while another emphasized their professionalism and skill level. Overall, the sentiment reflects strong satisfaction with the value provided, indicating that Abuzz Technologies is well-regarded for its commitment to quality and effective project management.

Managed IT Services for Nonprofit Organization

5.0 Jun 23, 2023

Our IT system is significantly improved since working with Abuzz Technologies. Abuzz is extremely responsive to our needs. Their service is impeccable.
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0 of 1 CRM Consulting and SI reviews are 5 stars

$10,000 – $49,000 avg. project cost

CRM Consulting and SI PROJECT HIGHLIGHT

IT services for Insurance Agency
4.5 — Abuzz Technologies provides ongoing IT services for an insurance agency. The team handles server systems, computer software, and cyber security. Read more
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Industry Experience

Abuzz Technologies has received positive feedback across various industries, including Construction, Insurance, and Nonprofit. Clients praise their expertise in IT solutions, with notable strengths in responsiveness, attention to detail, and customer service. In Construction, they excelled in security management. In the Insurance sector, they addressed complex IT challenges effectively. Nonprofits highlighted their ability to enhance IT systems significantly. Overall, the company demonstrates strong capabilities in IT support, making them a suitable partner for businesses in these sectors.
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Construction Other Industry Nonprofit

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Average Project Cost Breakdown

Less than $10,000 (1) $10,000 to $49,000 (1)

What Clients Have Said
Abuzz Technologies is consistently recognized for providing good value for money, with clients noting that their pricing fits within budget constraints while delivering high-quality services. One client specifically highlighted that their 'good value for cost' was a decisive factor in choosing the company. Overall, clients express satisfaction with the responsiveness and professionalism of the team, emphasizing that the services received justify the investment made.
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BackOffice Thinking

Not yet reviewed

$5,000+

Undisclosed

10 - 49

West Chester, PA

Services provided

70% CRM Consulting and SI

15% Web Design

10% Web Development +1 service

5% UX/UI Design

BackOffice Thinking is a CRM consulting and SI company. Based in West Chester, Pennsylvania, their team offers CRM consulting and SI and Web Design.
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Proactive Performance Solutions

Not yet reviewed

Undisclosed

$50 - $99 / hr

10 - 49

West Chester, PA

Services provided

70% CRM Consulting and SI

30% ERP Consulting and SI

Proactive Performance Solutions, a CRM consulting and SI company, was founded in 1993. The company specializes in CRM consulting and SI and ERP consulting and SI, and is small.
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Analysis Prime Inc.

Not yet reviewed

Undisclosed

Undisclosed

50 - 249

Philadelphia, PA

Services provided

70% CRM Consulting and SI

30% Business Consulting

Founded in 2018, Analysis Prime Inc. Is a CRM consulting and SI company. The team offers CRM consulting and SI and Business Consulting.
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Robots & Pencils

5.0 3 reviews

$25,000+

$100 - $149 / hr

50 - 249

Pittsburgh, PA

Services provided

15% CRM Consulting and SI

25% Custom Software Development

25% Mobile App Development +2 services

25% UX/UI Design

10% AI Development

Robots & Pencils is a technology consulting firm specializing in Salesforce development and integration. The company is praised for its adaptability and comprehensive expertise in complex business systems, with positive feedback regarding their communication and project management skills. Approximately 80% of reviewers highlight their effective handling of evolving project requirements, though some note initial reliance on external contractors.

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Industry Experience

Robots & Pencils has demonstrated strong expertise in the Transportation industry, particularly in enhancing Salesforce implementations. Client feedback highlights their adaptability, effective communication, and comprehensive understanding of complex business needs. Their ability to integrate various systems and streamline processes within Salesforce has significantly improved operational efficiency. Overall sentiment indicates a positive experience, making them a suitable partner for companies in the Transportation sector seeking technology and process optimization.
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Transportation

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Average Project Cost Breakdown

$200,000 to $999,999 (1)

What Clients Have Said
Clients have generally found Robots & Pencils to offer good value for money, particularly appreciating their adaptability and thorough understanding of complex systems. One client noted the company's expertise in Salesforce integration as a key factor in their decision, highlighting the successful transition of sales processes into a unified system. However, there were concerns regarding the initial lack of in-house resources, which led to the use of contractors unfamiliar with the company's standards.
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Pittsburgh, PA

2818 Smallman Street
Pittsburgh, PA 15222
21 - 30

18665159897

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RevenueOps.Co

Not yet reviewed

$1,000+

$150 - $199 / hr

2 - 9

Lancaster, PA

Services provided

65% CRM Consulting and SI

10% Business Consulting

10% Low/No Code Development +2 services

10% Marketing Strategy

5% Cloud Consulting & SI

RevenueOps.Co is a CRM consulting and SI company. Based in Lancaster, Pennsylvania, the firm was established in 2022. Their team specializes in CRM consulting and SI and Marketing Strategy.
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C E Snyder Marketing LLC

Not yet reviewed

$1,000+

$25 - $49 / hr

2 - 9

Wellsville, PA

Services provided

50% CRM Consulting and SI

10% Email Marketing

10% Pay Per Click +3 services

10% SMS Marketing

10% Search Engine Optimization

10% Social Media Marketing

C E Snyder Marketing LLC is a CRM consulting and SI company founded in 1999. Their team provides CRM consulting and SI and Social Media Marketing.
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SaaS Solutions

Not yet reviewed

Undisclosed

Undisclosed

10 - 49

Media, PA

Services provided

80% CRM Consulting and SI

20% E-Commerce Development

Founded in 2009, SaaS Solutions is a small Media, Pennsylvania-based CRM consulting and SI company. Their services include CRM consulting and SI and E-Commerce Development.
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Appluent Business Solutions

Not yet reviewed

Undisclosed

Undisclosed

10 - 49

Phoenixville, PA

Services provided

100% CRM Consulting and SI

Founded in 2013, Appluent Business Solutions is a CRM consulting and SI company. The small team offers CRM consulting and SI.
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Your Admin Team, LLC | Salesforce Consultants

Not yet reviewed

Undisclosed

Undisclosed

2 - 9

Doylestown, PA

Services provided

70% CRM Consulting and SI

30% BI & Big Data Consulting & SI

Your Admin Team, LLC | Salesforce Consultants is a CRM consulting and SI company. They were founded in 2019, and their services include CRM consulting and SI and BI & big data consulting & SI.
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Camelot ITLab

Not yet reviewed

Undisclosed

Undisclosed

250 - 999

Philadelphia, PA

Services provided

50% CRM Consulting and SI

25% IoT Development

25% Logistics & Supply Chain Consulting

Camelot ITLab is a midsize Mannheim, Germany-based CRM consulting and SI company. Their services include CRM consulting and SI and IoT development.
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Philadelphia, PA

1717 Arch Street, Suite 1300
Philadelphia, PA 19103
301 - 400

+1 (267) 589 9242

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Wyens

Not yet reviewed

$1,000+

$25 - $49 / hr

10 - 49

Philadelphia, PA

Services provided

40% CRM Consulting and SI

25% Custom Software Development

20% Mobile App Development +1 service

15% Web Development

Wyens is a CRM consulting and SI company. They provide CRM consulting and SI and Custom Software Development and were launched in 2024.
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FunnelXperts

Not yet reviewed

$1,000+

$50 - $99 / hr

2 - 9

Hallam, PA

Services provided

40% CRM Consulting and SI

15% Web Design

10% AI Agents +6 services

10% Digital Strategy

5% AI Consulting

5% Affiliate Marketing

5% Email Marketing

5% SMS Marketing

5% Social Media Marketing

FunnelXperts is a small CRM consulting and SI company located in Hallam, Pennsylvania. Their services include CRM consulting and SI and Web Design.
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WIN Digital Solutions

Not yet reviewed

Undisclosed

Undisclosed

2 - 9

Pittsburgh, PA

Services provided

60% CRM Consulting and SI

40% IT Managed Services

WIN Digital Solutions is a CRM consulting and SI company. The Pittsburgh, Pennsylvania-based team specializes in CRM consulting and SI and IT managed services.
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My Biz Consulting LLC

Not yet reviewed

$10,000+

$150 - $199 / hr

2 - 9

Folcroft, PA

Services provided

15% CRM Consulting and SI

15% Search Engine Optimization

10% Advertising +11 services

10% Business Consulting

10% Conversion Optimization

6% Mobile & App Marketing

5% Digital Strategy

5% Logo

5% Social Media Marketing

5% Web Design

4% Content Marketing

4% Email Marketing

4% Pay Per Click

2% Affiliate Marketing

My Biz Consulting LLC, a SEO agency, is headquartered in Folcroft, Pennsylvania. Their services include Search Engine Optimization and CRM consulting and SI.
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TruSummit Solutions

Not yet reviewed

Undisclosed

Undisclosed

10 - 49

Philadelphia, PA

Services provided

50% CRM Consulting and SI

50% Business Consulting

Founded in 2020, TruSummit Solutions is a CRM consulting and SI and Business Consulting company. Their team offers CRM consulting and SI and Business Consulting.
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Peergenics

Not yet reviewed

Undisclosed

Undisclosed

10 - 49

Media, PA

Services provided

50% CRM Consulting and SI

50% IT Managed Services

Peergenics, a CRM consulting and SI and IT managed services company, is based in Media, Pennsylvania. They offer CRM consulting and SI and IT managed services.
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CRM Science

Not yet reviewed

Undisclosed

Undisclosed

10 - 49

King of Prussia, PA

Services provided

50% CRM Consulting and SI

50% Cloud Consulting & SI

CRM Science is a cloud consulting & SI and CRM consulting and SI company. They are headquartered in King of Prussia, Pennsylvania. Their team offers cloud consulting & SI and CRM consulting and SI.
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Enable Consulting

Not yet reviewed

Undisclosed

Undisclosed

10 - 49

Fort Washington, PA

Services provided

50% CRM Consulting and SI

50% Mobile App Development

Enable Consulting is a Fort Washington, Pennsylvania-based CRM consulting and SI and mobile app development company. They specialize in CRM consulting and SI and Mobile App Development.
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OpenGate Consulting

Not yet reviewed

Undisclosed

Undisclosed

10 - 49

Wayne, PA

Services provided

50% CRM Consulting and SI

50% Digital Strategy

OpenGate Consulting is a Digital Strategy and CRM consulting and SI company. The team provides Digital Strategy and CRM consulting and SI, and the agency is based in Wayne, Pennsylvania.
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Trifecta Technologies

Not yet reviewed

$50,000+

Undisclosed

50 - 249

Allentown, PA

Services provided

20% CRM Consulting and SI

20% Cloud Consulting & SI

10% Custom Software Development +5 services

10% E-Commerce Development

10% ERP Consulting and SI

10% IT Managed Services

10% Mobile App Development

10% Web Development

Cloud consulting & SI company Trifecta Technologies is in Allentown, Pennsylvania. Their services include cloud consulting & SI and CRM consulting and SI.
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Eigen X

Not yet reviewed

Undisclosed

Undisclosed

50 - 249

King of Prussia, PA

Services provided

40% CRM Consulting and SI

30% Cloud Consulting & SI

30% Custom Software Development

Eigen X is a CRM consulting and SI company. Based in King of Prussia, Pennsylvania, the company offers CRM consulting and SI and cloud consulting & SI.
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SyncraTec Solutions, LLC

Not yet reviewed

Undisclosed

Undisclosed

2 - 9

Yardley, PA

Services provided

25% CRM Consulting and SI

30% IT Managed Services

20% IT Strategy Consulting +3 services

15% Cybersecurity

5% BI & Big Data Consulting & SI

5% Compliance Consulting

IT managed services company SyncraTec Solutions, LLC is in Yardley, Pennsylvania and Yardley, Pennsylvania. The team provides IT managed services and CRM consulting and SI.
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Ehst Systems and Controls LLC

Not yet reviewed

Undisclosed

Undisclosed

2 - 9

Lancaster, PA

Services provided

50% CRM Consulting and SI

50% IT Strategy Consulting

In Lancaster, Pennsylvania, Ehst Systems and Controls LLC is a small CRM consulting and SI and IT strategy consulting company. Their services include CRM consulting and SI and IT strategy
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The Paro Consulting Group

5.0 2 reviews

$1,000+

$200 - $300 / hr

Freelancer

Coatesville, PA

Services provided

40% CRM Consulting and SI

50% IT Strategy Consulting

10% Low/No Code Development

The Paro Consulting Group offers specialized CRM Consulting and Systems Integration services, focusing on optimizing customer experiences through strategic digital solutions. Reviews highlight their exceptional responsiveness and flexibility, with 100% positive feedback on their ability to align stakeholders and navigate open-ended challenges. Clients appreciate their transparent communication and accountability.

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Reviews mention Puts the customer first
The Paro Consulting Group consistently prioritizes client needs, demonstrating a strong commitment to customer satisfaction. Clients have highlighted Jim Paro's unique skill set and his dedication to understanding and addressing their specific requirements. One client noted, 'He is a strong thought leader and puts the customer first,' indicating a positive sentiment towards the company's approach. Overall, feedback reflects a high level of trust and appreciation for their client-centric methodology.

CRM Consulting, PCI & HIPAA Compliance for Christian Program

5.0 Feb 7, 2024

They possess a unique skill set. He has relevant experience in a variety of leadership and technical capacities. He is a strong thought leader and puts the customer first.
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2 of 2 CRM Consulting and SI reviews are 5 stars

$200,000 – $999,999 avg. project cost

CRM Consulting and SI PROJECT HIGHLIGHT

IT Strategy Consulting for IT Company
5.0 — An IT company has hired The Paro Consulting Group to evaluate their existing digital tools and build a strategy for improvement. This involves completing vendor evaluations and building an Read more
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Industry Experience

The Paro Consulting Group has garnered positive feedback from clients in the Information Technology and Non-profit sectors. In IT, they excelled in aligning teams and optimizing digital strategies, showcasing strengths in responsiveness and flexibility. In the Non-profit sector, they demonstrated expertise in CRM evaluations and compliance considerations. Overall, sentiment across both industries reflects a strong appreciation for their collaborative approach, technical knowledge, and ability to enhance operational efficiency.
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Information technology Non-profit

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Average Project Cost Breakdown

$200,000 to $999,999 (2)

What Clients Have Said
Clients consistently highlight The Paro Consulting Group's strong value for money, noting that their pricing aligns well with project budgets. One client emphasized the 'good value for cost' and appreciated the company's ability to navigate complex challenges effectively. Another client echoed this sentiment, indicating a 'great culture fit' and alignment of values, further reinforcing the perception of cost-effectiveness. Overall, the feedback reflects a positive sentiment regarding the company's affordability and the quality of services provided.
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truDemand, LLC

Not yet reviewed

$1,000+

$100 - $149 / hr

2 - 9

Skippack, PA

Services provided

20% CRM Consulting and SI

40% Email Marketing

25% Content Marketing +2 services

10% Web Design

5% Pay Per Click

TruDemand, LLC is a small Skippack, Pennsylvania-based Email Marketing company. Their services include Email Marketing and Content Marketing.
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beMarketing

Not yet reviewed

$1,000+

$50 - $99 / hr

10 - 49

Blue Bell, PA

Services provided

10% CRM Consulting and SI

10% Email Marketing

10% Media Planning & Buying +10 services

10% Pay Per Click

10% Public Relations

10% Search Engine Optimization

10% Social Media Marketing

10% Web Design

10% Web Development

5% Advertising

3% Branding

1% Graphic Design

1% Print Design

Small PR company beMarketing, is in Blue Bell, Pennsylvania. Their services include Public Relations and Media Planning & Buying.
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Empower Business Solutions

Not yet reviewed

$25,000+

$150 - $199 / hr

10 - 49

Altoona, PA

Services provided

10% CRM Consulting and SI

60% ERP Consulting and SI

20% Custom Software Development +1 service

10% Cloud Consulting & SI

Located in Altoona, Pennsylvania, Empower Business Solutions is an ERP consulting and SI company. They focus on ERP consulting and SI and Custom Software Development.
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SangaIT

Not yet reviewed

$1,000+

$100 - $149 / hr

2 - 9

glen mills, PA

Services provided

15% CRM Consulting and SI

75% IT Managed Services

10% Cybersecurity

SangaIT is a glen mills, Pennsylvania-based IT managed services company. They provide IT managed services and CRM consulting and SI and were launched in 2025.
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MI Digital Agency

Not yet reviewed

Undisclosed

$100 - $149 / hr

10 - 49

Bethlehem, PA

Services provided

10% CRM Consulting and SI

20% Digital Strategy

20% Web Design +8 services

12% Pay Per Click

12% Search Engine Optimization

8% Conversion Optimization

7% Branding

5% Social Media Marketing

2% Email Marketing

2% Marketing Strategy

2% Video Production

MI Digital Agency is a Digital Strategy company. They were established in 1998 and focus on Digital Strategy and Web Design.
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Sentient Decisions

Not yet reviewed

Undisclosed

Undisclosed

2 - 9

Lafayette Hill, PA

Services provided

35% CRM Consulting and SI

30% Business Consulting

20% AI Development +1 service

15% AI Consulting

Sentient Decisions, a small CRM consulting and SI company, is in Lafayette Hill, Pennsylvania. Their services include CRM consulting and SI and Business Consulting.
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ACUTEDGE INC

Not yet reviewed

Undisclosed

Undisclosed

10 - 49

Malvern, PA

Services provided

30% CRM Consulting and SI

40% Custom Software Development

30% Corporate Training & Coaching

ACUTEDGE INC is a software development firm. Based in Malvern, Pennsylvania, their team provides Custom Software Development and Corporate Training & Coaching.
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Uptima

Not yet reviewed

Undisclosed

Undisclosed

50 - 249

Pittsburgh, PA

Services provided

25% CRM Consulting and SI

25% BI & Big Data Consulting & SI

25% Business Consulting +1 service

25% Cloud Consulting & SI

Uptima is a big data analytics company. The team provides BI & big data consulting & SI and cloud consulting & SI and is based in Pittsburgh, Pennsylvania and Haifa, Israel.
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Cargas Systems

Not yet reviewed

Undisclosed

Undisclosed

50 - 249

Lancaster, PA

Services provided

25% CRM Consulting and SI

25% Accounting

25% Custom Software Development +1 service

25% ERP Consulting and SI

CRM consulting and SI company Cargas Systems is headquartered in Lancaster, Pennsylvania. They provide CRM consulting and SI and ERP consulting and SI and were founded in 1988.
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Innovative Systems, Inc.

Not yet reviewed

Undisclosed

Undisclosed

50 - 249

Pittsburgh, PA

Services provided

20% CRM Consulting and SI

30% BI & Big Data Consulting & SI

20% Compliance Consulting +2 services

20% IT Strategy Consulting

10% Market Research

Innovative Systems, Inc. Is a midsize Pittsburgh, Pennsylvania-based data analytics company. The team offers BI & big data consulting & SI and IT strategy consulting.
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CMI Media Grou

Not yet reviewed

Undisclosed

Undisclosed

1,000 - 9,999

Philadelphia, PA

Services provided

10% CRM Consulting and SI

20% Market Research

20% Search Engine Optimization +5 services

10% AI Development

10% Advertising

10% Media Planning & Buying

10% Pay Per Click

10% Social Media Marketing

CMI Media Grou, a Market Research company, was established in 1989. In Philadelphia, Pennsylvania and Cherry Hill, New Jersey, the team offers Market Research and Search Engine Optimization.
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Adept Consulting Services, Inc.

Not yet reviewed

Undisclosed

Undisclosed

10 - 49

Lansdale, PA

Services provided

20% CRM Consulting and SI

20% ERP Consulting and SI

20% IT Managed Services +3 services

15% Call Center Services

15% HR Consulting

10% Back Office Outsourcing

Adept Consulting Services, Inc. Is a CRM consulting and SI company. The Lansdale, Pennsylvania-based agency was founded in 1995. Their team provides CRM consulting and SI and ERP consulting and SI.
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TreCom Systems Group

Not yet reviewed

Undisclosed

Undisclosed

10 - 49

Broomall, PA

Services provided

20% CRM Consulting and SI

40% BI & Big Data Consulting & SI

20% Custom Software Development +1 service

20% Mobile App Development

TreCom Systems Group is a big data analytics company. They were founded in 1987, and their services include BI & big data consulting & SI and CRM consulting and SI.
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Broomall, PA

450 Parkway Dr
Broomall, PA 19008
2 - 5

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TLC Technologies

Not yet reviewed

Undisclosed

Undisclosed

10 - 49

Bethlehem, PA

Services provided

20% CRM Consulting and SI

20% BI & Big Data Consulting & SI

20% Cloud Consulting & SI +2 services

20% IT Managed Services

20% IT Strategy Consulting

TLC Technologies is an IT strategy consulting company founded in 1997. Their services include IT strategy consulting and BI & big data consulting & SI.
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Flashlight Marketing

Not yet reviewed

Undisclosed

Undisclosed

10 - 49

Drexel Hill, PA

Services provided

20% CRM Consulting and SI

20% Pay Per Click

20% Search Engine Optimization +4 services

10% Affiliate Marketing

10% Email Marketing

10% Social Media Marketing

10% Web Design

Flashlight Marketing is a small Drexel Hill, Pennsylvania-based SEO services firm. The team specializes in Search Engine Optimization and Pay Per Click.
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Pipedream

Not yet reviewed

Undisclosed

Undisclosed

10 - 49

Lancaster, PA

Services provided

20% CRM Consulting and SI

20% Content Marketing

20% Pay Per Click +2 services

20% Search Engine Optimization

20% Web Design

Pipedream is a Content Marketing company. The company is located in Lancaster, Pennsylvania. Their services include Content Marketing and Search Engine Optimization.
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Grow With Greta

Not yet reviewed

Undisclosed

Undisclosed

10 - 49

Philadelphia, PA

Services provided

100% CRM Consulting and SI

Grow With Greta is a CRM consulting and SI company. Launched in 2018, the team offers CRM consulting and SI.
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BridgeView Life Sciences

Not yet reviewed

Undisclosed

Undisclosed

50 - 249

Paoli, PA

Services provided

15% CRM Consulting and SI

15% BI & Big Data Consulting & SI

15% Business Consulting +4 services

15% Corporate Training & Coaching

15% IT Managed Services

15% IT Staff Augmentation

10% IT Strategy Consulting

BridgeView Life Sciences is a data analytics company. Their midsize team is in Paoli, Pennsylvania. Their services include BI & big data consulting & SI and CRM consulting and SI.
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Envestnet | Tamarac

Not yet reviewed

Undisclosed

Undisclosed

50 - 249

Berwyn, PA

Services provided

80% CRM Consulting and SI

20% Conversion Optimization

CRM consulting and SI company Envestnet | Tamarac is in Berwyn, Pennsylvania. They specialize in CRM consulting and SI and Conversion Optimization and were founded in 2000.
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No Bounds Digital

Not yet reviewed

Undisclosed

Undisclosed

2 - 9

Elizabethtown, PA

Services provided

20% CRM Consulting and SI

20% Advertising

20% Digital Strategy +2 services

20% Pay Per Click

20% Social Media Marketing

Headquartered in Elizabethtown, Pennsylvania, No Bounds Digital is a small Advertising company. The team focuses on Advertising and Digital Strategy.
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Switch It Up Designs

0.5 1 review

Undisclosed

Undisclosed

2 - 9

Lancaster, PA

Services provided

10% CRM Consulting and SI

10% Content Marketing

10% Custom Software Development +7 services

10% E-Commerce Development

10% Email Marketing

10% Pay Per Click

10% SMS Marketing

10% Social Media Marketing

10% Web Design

10% Web Development

Switch It Up Designs is ostensibly a digital marketing agency specializing in paid social media campaigns. However, feedback is overwhelmingly negative, with 100% of reviewers highlighting unprofessional behavior and unmet promises. Concerns include misrepresentation of team experience and unauthorized financial transactions, with clients advised to avoid the company entirely.

See all 1 projects

Industry Experience

Switch It Up Designs has received critical feedback particularly in the Consumer Products industry, where their service was deemed unprofessional and unethical. The client reported significant issues with project management, communication, and delivery of results. While the company was selected for its perceived value, the experience highlighted a lack of genuine expertise and reliability. Potential clients in the e-commerce and consumer product sectors may find better alignment with alternative providers.
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Average Project Cost Breakdown

Less than $10,000 (1)

What Clients Have Said
Clients have expressed dissatisfaction with Switch It Up Designs' value for money, highlighting a lack of professionalism and ineffective results. One review noted that the selection was based on perceived good value, but the overall experience was disappointing, leading to claims of unethical behavior regarding billing. The sentiment indicates that the promised outcomes did not justify the costs incurred, with clients recommending caution when considering this company for future projects.
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