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Top CRM Consultants in Pennsylvania

Ratings Updated: March 27, 2026
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3 Leaders 15 Contenders

67 Companies

Country: United States
State: Pennsylvania
Services: CRM Consulting and SI

List of the Top Pennsylvania CRM Companies

  • Featured

    What are Featured Providers?

    Set2Close Logotype

    Set2Close

    5.0 90 reviews
    Premier Verified
    $5,000+
    $200 - $300 / hr
    10 - 49
    Serves Pennsylvania

    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 high praise for their expertise, value for cost, and effective project management, with 100% of reviews highlighting their responsive support and tailored solutions. Clients frequently commend their onboarding and training processes, ensuring seamless adoption and maximizing CRM utility.

    See all 90 projects
    68 of 73 CRM Consulting and SI reviews are 5 stars
    23 new reviews for CRM Consulting and SI in past 6 months
    Less than $10,000 avg. project cost

    CRM Consulting and SI PROJECT HIGHLIGHT

    HubSpot Onboarding Services for SaaS Platform

    5.0 — Set 2 Close provided HubSpot onboarding services for a SaaS platform. The team was responsible for setting up the tool, providing training and troubleshooting, and offering video support. Read more
    Read 73 Reviews

    Industry Experience

    Set2Close has garnered positive feedback across various industries, including Information Technology, Manufacturing, Media, Financial Services, and Education. Clients commend their expertise in HubSpot implementation, project management, and CRM customization. The overall sentiment is highly favorable, particularly in IT and Manufacturing, where their tailored solutions have significantly streamlined operations and increased efficiency. Potential clients in these sectors seeking CRM support and sales process optimization would find Set2Close particularly suitable.

    Read All Reviews

    Select Industry to see insights

    Media Restaurants Wellness & Fitness Consulting Insurance Consumer Products Retail Non-profit Arts, entertainment & music Education Agriculture Real estate 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

    Average Project Cost Breakdown

    Less than $10,000 (65) $10,000 to $49,000 (7) $50,000 to $199,999 (2)

    What Clients Have Said

    Client feedback regarding Set2Close consistently highlights their exceptional value for money and cost-effectiveness. Many clients noted that pricing fit their budgets and was deemed a good value relative to the services provided. For instance, one client emphasized that Set2Close's pricing allowed them to save between $2,000 to $5,000 in onboarding costs. Overall, the sentiment surrounding the company's pricing reflects satisfaction and appreciation for the high-quality support received.
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    More responsive than most other service providers

    Set2Close is very responsive

    They are a great candidate to start a conversation with. Send them a short message or project inquiry.
    Get in Touch
    View Profile Visit Website
    CloudMasonry Logotype

    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.

    See all 15 projects
    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.

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    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

    View projects from:

    United States (13) France (1) England (1)
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  • REALTECH, Inc. Logotype

    Not yet reviewed

    Undisclosed
    Undisclosed
    250 - 999
    Malvern, PA

    Services provided

    25% CRM Consulting and SI
    25% Business Consulting
    25% Cloud Consulting & SI +1 service
    25% IT Strategy Consulting

    IT strategy consulting company REALTECH, Inc. Is headquartered in Malvern, Pennsylvania. Their services include IT strategy consulting and cloud consulting & SI.

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  • Soliant Consulting Logotype

    Not yet reviewed

    Undisclosed
    Undisclosed
    50 - 249
    Devon, PA

    Services provided

    25% CRM Consulting and SI
    30% Custom Software Development
    25% Cloud Consulting & SI +1 service
    20% Mobile App Development

    Soliant Consulting is a software development firm headquartered in Chicago, Illinois and Devon, Pennsylvania. Their services include Custom Software Development and cloud consulting & SI.

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    Devon, PA

    204 Old Lancaster Road
    Devon, PA 19333

    6 - 9

    See All Locations (2)
    View Profile
  • Nexus Agents Logotype

    Not yet reviewed

    $1,000+
    $150 - $199 / hr
    2 - 9
    Freemansburg, PA

    Services provided

    20% CRM Consulting and SI
    20% AI Consulting
    20% AI Development +2 services
    20% Low/No Code Development
    20% Robotics Process Automation

    Nexus Agents is a CRM consulting and SI company. The team specializes in CRM consulting and SI and Artificial Intelligence, and the company is in Freemansburg, Pennsylvania.

    Read more
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  • Annodyne, Inc. Logotype

    Not yet reviewed

    $10,000+
    $100 - $149 / hr
    10 - 49
    Blue Bell, PA

    Services provided

    10% CRM Consulting and SI
    10% Branding
    10% Business Consulting +9 services
    10% Email Marketing
    10% Market Research
    10% Marketing Strategy
    10% Media Planning & Buying
    10% Sales Outsourcing
    5% Digital Strategy
    5% Pay Per Click
    5% Search Engine Optimization
    5% Web Design

    Launched in 2001, Annodyne, Inc. Is a small Blue Bell, Pennsylvania-based branding company. Their team focuses on Branding and Market Research.

    Read more
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  • Direct Line Development Inc. Logotype

    Not yet reviewed

    Undisclosed
    Undisclosed
    10 - 49
    King of Prussia, PA

    Services provided

    10% CRM Consulting and SI
    10% Conversion Optimization
    10% E-Commerce Development +7 services
    10% ERP Consulting and SI
    10% Ecommerce Marketing
    10% Graphic Design
    10% Logo
    10% Search Engine Optimization
    10% Web Design
    10% Web Development

    Direct Line Development Inc. Is a small King of Prussia, Pennsylvania-based Conversion Optimization company. Their services include Conversion Optimization and Search Engine Optimization.

    Read more
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  • RevFoundry Logotype

    Not yet reviewed

    $1,000+
    Undisclosed
    Freelancer
    Allentown, PA

    Services provided

    20% CRM Consulting and SI
    20% Content Marketing
    20% Conversion Optimization +2 services
    20% Search Engine Optimization
    20% Social Media Marketing

    RevFoundry is a social media marketing agency launched in 2023. Located in Allentown, Pennsylvania, the team focuses on Social Media Marketing and Content Marketing.

    Read more
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  • AccuCentrix, Inc Logotype

    Not yet reviewed

    Undisclosed
    Undisclosed
    2 - 9
    Fort Washington, PA

    Services provided

    10% CRM Consulting and SI
    20% BI & Big Data Consulting & SI
    20% Custom Software Development +5 services
    10% API Development
    10% Cloud Consulting & SI
    10% ERP Consulting and SI
    10% IT Staff Augmentation
    10% IT Strategy Consulting

    Data analytics company AccuCentrix, Inc specializes in BI & big data consulting & SI and Custom Software Development. They are headquartered in Fort Washington, Pennsylvania.

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  • Merkle Logotype

    Not yet reviewed

    $5,000+
    $150 - $199 / hr
    1,000 - 9,999
    King of Prussia, PA

    Services provided

    25% CRM Consulting and SI
    25% Digital Strategy
    15% Email Marketing +3 services
    15% Social Media Marketing
    10% Content Marketing
    10% Public Relations

    Founded in 1971, Merkle is a large CRM consulting and SI company. Their team focuses on CRM consulting and SI and Digital Strategy.

    Read more

    King of Prussia, PA

    900 East Eighth Avenue Suite 200
    King of Prussia, PA 19406

    101 - 150

    610.879.8000

    See All Locations (22)
    View Profile
  • Liberty Fox Technologies Logotype

    Not yet reviewed

    Undisclosed
    Undisclosed
    10 - 49
    Huntingdon, PA

    Services provided

    20% CRM Consulting and SI
    40% Custom Software Development
    20% Web Design +2 services
    10% Blockchain
    10% Mobile App Development

    Liberty Fox Technologies is a software development firm. They are in Huntingdon, Pennsylvania. Their team focuses on Custom Software Development and Web Design.

    Read more
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  • Yellow DUX Logotype

    Not yet reviewed

    Undisclosed
    Undisclosed
    2 - 9
    State College, PA

    Services provided

    20% CRM Consulting and SI
    30% Web Development
    20% ERP Consulting and SI +3 services
    10% API Development
    10% Advertising
    10% Event Marketing

    Founded in 2008, Yellow DUX is a web development firm. The team specializes in Web Development and CRM consulting and SI.

    Read more
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  • CommerceConnect Logotype

    Not yet reviewed

    Undisclosed
    Undisclosed
    2 - 9
    Venetia, PA

    Services provided

    20% CRM Consulting and SI
    20% API Development
    20% Cloud Consulting & SI +2 services
    20% Custom Software Development
    20% E-Commerce Development

    CommerceConnect is a cloud consulting & SI company established in 2003. Their team provides cloud consulting & SI and CRM consulting and SI.

    Read more
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  • Rx4Marketing Logotype

    Not yet reviewed

    Undisclosed
    Undisclosed
    2 - 9
    Chester Springs, PA

    Services provided

    20% CRM Consulting and SI
    20% Email Marketing
    20% Fractional CMO Services +2 services
    20% Sales Outsourcing
    20% Social Media Marketing

    Founded in 2023, Rx4Marketing is a small social media marketing agency. Their team focuses on Social Media Marketing and Email Marketing.

    Read more
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  • Genzeon Logotype

    Not yet reviewed

    Undisclosed
    Undisclosed
    250 - 999
    Exton, PA

    Services provided

    20% CRM Consulting and SI
    20% Cloud Consulting & SI
    20% Custom Software Development +2 services
    20% Cybersecurity
    20% Generative AI

    Genzeon is a cloud consulting & SI company launched in 2009. Headquartered in Exton, Pennsylvania and Hyderabad, India, the team provides cloud consulting & SI and CRM consulting and SI.

    Read more
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  • RealogicWorks Logotype

    Not yet reviewed

    Undisclosed
    Undisclosed
    50 - 249
    Pittsburgh, PA

    Services provided

    10% CRM Consulting and SI
    20% API Development
    20% Custom Software Development +3 services
    20% IT Strategy Consulting
    20% UX/UI Design
    10% ERP Consulting and SI

    RealogicWorks is an UX design agency. Their midsize team is in Pittsburgh, Pennsylvania and Naples, Florida. Their services include UX/UI Design and IT strategy consulting.

    Read more
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  • SignalPoint Media Group Logotype

    Not yet reviewed

    Undisclosed
    Undisclosed
    Freelancer
    Phoenixville, PA

    Services provided

    20% CRM Consulting and SI
    20% Content Marketing
    20% Marketing Strategy +3 services
    20% Social Media Marketing
    10% Conversion Optimization
    10% Search Engine Optimization

    SignalPoint Media Group is a Marketing Strategy company. They provide Marketing Strategy and Social Media Marketing and were established in 2017. The firm is in Phoenixville, Pennsylvania.

    Read more
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  • Fulcrum Concepts, LLC Logotype

    Not yet reviewed

    Undisclosed
    Undisclosed
    2 - 9
    Hatfield, PA

    Services provided

    10% CRM Consulting and SI
    20% Search Engine Optimization
    20% Social Media Marketing +5 services
    10% E-Commerce Development
    10% Email Marketing
    10% Pay Per Click
    10% Web Design
    10% Web Development

    Founded in 2010, Fulcrum Concepts, LLC, a small social media marketing company, is based in Hatfield, Pennsylvania. Their team provides Social Media Marketing and Search Engine Optimization.

    Read more
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  • Software Country Logotype

    Not yet reviewed

    Undisclosed
    Undisclosed
    250 - 999
    Plymouth Meeting, PA

    Services provided

    20% CRM Consulting and SI
    20% Custom Software Development
    20% IT Strategy Consulting +2 services
    20% Mobile App Development
    20% UX/UI Design

    User experience agency Software Country offers UX/UI Design and IT strategy consulting. They are based in Plymouth Meeting, Pennsylvania and London, England.

    Read more
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1 Mole Street
2 Empirical Consulting Solutions, LLC
3 Abuzz Technologies

List of the Top 3 Pennsylvania CRM Companies

  1. Mole Street Logotype

    Mole Street

    $10,000+
    $200 - $300 / hr
    10 - 49
    West Chester, PA

    Ability to deliver

    31.8/40.0
    16.2/20 Reviews
    9.3/10 Clients & Experience
    6.3/10 Market Presence

    Service focus

    35% CRM Consulting and SI
    65% Other
    View Profile Visit Website
  2. Empirical Consulting Solutions, LLC Logotype

    Empirical Consulting Solutions, LLC

    $1,000+
    Undisclosed
    10 - 49
    Narberth, PA

    Ability to deliver

    24.2/40.0
    16.2/20 Reviews
    2.1/10 Clients & Experience
    6/10 Market Presence

    Service focus

    20% CRM Consulting and SI
    80% Other
    View Profile Visit Website
  3. Abuzz Technologies Logotype

    Abuzz Technologies

    $1,000+
    $100 - $149 / hr
    2 - 9
    Philadelphia, PA

    Ability to deliver

    24.4/40.0
    15.8/20 Reviews
    2.3/10 Clients & Experience
    6.4/10 Market Presence

    Service focus

    10% CRM Consulting and SI
    90% Other
    View Profile Visit Website
  4. BackOffice Thinking Logotype

    BackOffice Thinking

    $5,000+
    Undisclosed
    10 - 49
    West Chester, PA

    Ability to deliver

    8.3/40.0
    0/20 Reviews
    2.8/10 Clients & Experience
    5.5/10 Market Presence

    Service focus

    70% CRM Consulting and SI
    30% Other
    View Profile Visit Website
  5. Proactive Performance Solutions Logotype

    Proactive Performance Solutions

    Undisclosed
    $50 - $99 / hr
    10 - 49
    West Chester, PA

    Ability to deliver

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

    Service focus

    70% CRM Consulting and SI
    30% Other
    View Profile Visit Website
  6. Analysis Prime Inc. Logotype

    Analysis Prime Inc.

    Undisclosed
    Undisclosed
    50 - 249
    Philadelphia, PA

    Ability to deliver

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

    Service focus

    70% CRM Consulting and SI
    30% Other
    View Profile Visit Website
  7. Robots & Pencils Logotype

    Robots & Pencils

    $25,000+
    $100 - $149 / hr
    50 - 249
    Pittsburgh, PA

    Ability to deliver

    35.4/40.0
    16.2/20 Reviews
    9.2/10 Clients & Experience
    9.9/10 Market Presence

    Service focus

    15% CRM Consulting and SI
    85% Other
    View Profile Visit Website
  8. RevenueOps.Co Logotype

    RevenueOps.Co

    $1,000+
    $150 - $199 / hr
    2 - 9
    Lancaster, PA

    Ability to deliver

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

    Service focus

    65% CRM Consulting and SI
    35% Other
    View Profile Visit Website
  9. C E Snyder Marketing LLC Logotype

    C E Snyder Marketing LLC

    $1,000+
    $25 - $49 / hr
    2 - 9
    Wellsville, PA

    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. LockData Technologies Logotype

    LockData Technologies

    $10,000+
    $100 - $149 / hr
    10 - 49
    Lakeville, PA

    Ability to deliver

    11.7/40.0
    0/20 Reviews
    6.5/10 Clients & Experience
    5.2/10 Market Presence

    Service focus

    10% CRM Consulting and SI
    90% Other
    View Profile Visit Website
  11. SaaS Solutions Logotype

    SaaS Solutions

    Undisclosed
    Undisclosed
    10 - 49
    Media, PA

    Ability to deliver

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

    Service focus

    80% CRM Consulting and SI
    20% Other
    View Profile Visit Website
  12. Appluent Business Solutions Logotype

    Appluent Business Solutions

    Undisclosed
    Undisclosed
    10 - 49
    Phoenixville, PA

    Ability to deliver

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

    Service focus

    100% CRM Consulting and SI
    View Profile Visit Website
  13. Your Admin Team, LLC | Salesforce Consultants Logotype

    Your Admin Team, LLC | Salesforce Consultants

    Undisclosed
    Undisclosed
    2 - 9
    Doylestown, PA

    Ability to deliver

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

    Service focus

    70% CRM Consulting and SI
    30% Other
    View Profile Visit Website
  14. Camelot ITLab Logotype

    Camelot ITLab

    Undisclosed
    Undisclosed
    250 - 999
    Philadelphia, PA

    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
  15. Wyens Logotype

    Wyens

    $1,000+
    $25 - $49 / hr
    10 - 49
    Philadelphia, PA

    Ability to deliver

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

    Service focus

    40% CRM Consulting and SI
    60% Other
    View Profile Visit Website
  16. WIN Digital Solutions Logotype

    WIN Digital Solutions

    Undisclosed
    Undisclosed
    2 - 9
    Pittsburgh, PA

    Ability to deliver

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

    Service focus

    60% CRM Consulting and SI
    40% Other
    View Profile Visit Website
  17. My Biz Consulting LLC Logotype

    My Biz Consulting LLC

    $10,000+
    $150 - $199 / hr
    2 - 9
    Folcroft, PA

    Ability to deliver

    8.4/40.0
    0/20 Reviews
    2.6/10 Clients & Experience
    5.7/10 Market Presence

    Service focus

    15% CRM Consulting and SI
    85% Other
    View Profile Visit Website
  18. TruSummit Solutions Logotype

    TruSummit Solutions

    Undisclosed
    Undisclosed
    10 - 49
    Philadelphia, PA

    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

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