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Home IT Services CRM United States Pennsylvania Pittsburgh

Top CRM Consultants in Pittsburgh

Ratings Updated: April 16, 2026
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1 Leaders 7 Contenders

8 Companies

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

List of the Top Pittsburgh CRM Companies

  • Featured

    What are Featured Providers?

    Set2Close Logotype

    Set2Close

    5.0 93 reviews
    Premier Verified
    $5,000+
    $200 - $300 / hr
    10 - 49
    Serves Pittsburgh, PA

    Services provided

    80% CRM Consulting and SI
    20% Business Consulting

    Set2Close is a CRM consultancy specializing in CRM implementation and integration. The company consistently receives positive feedback, with 100% of reviewers praising their tailored approach and expertise in HubSpot implementation. Clients commend their proactive support and clear communication, highlighting the value provided at a competitive price. The proprietary Sidekick tool is often noted for enhancing client workflows and setting Set2Close apart from competitors.

    See all 93 projects

    Reviews mention Communicative

    Client feedback consistently highlights Set2Close's exceptional communication skills and responsiveness. Reviews emphasize their timely responses and clear communication throughout projects, with one client noting that their project manager was 'always on time' and 'brought additional subject matter experts into the conversation when needed.' Another client praised the 'prompt and clear communication' and appreciated the personal touch in virtual meetings. Overall, the sentiment surrounding Set2Close's communication is overwhelmingly positive, underscoring their dedication to client engagement and support.
    • Sales Recruitment & Digital Marketing for Pest Control Co.
      5.0 Dec 15, 2022

      Set 2 Close structured a concise plan, communicated the progress consistently, and was always accessible to answer any questions. They continue to be a resource in developing our program and refining our tools.

      Read Full Review
    • Sales Process Automation for SaaS Platform
      5.0 Dec 15, 2022

      The workflow and communication between their team and ours have been air tight so far.

      Read Full Review
    • B2B Lead Gen for Consulting & Technology Services Company
      4.5 Aug 26, 2022

      Frequent, effective communication quickly through messaging and weekly alignment calls. The S2C team always made themselves available and were very responsive.

      Read Full Review
    • Sales Management & Marketing for Chemical Distribution Firm
      4.5 Jun 28, 2022

      We had regular meetings and check-ins that were well organized with clear objectives. There was clear communication and they integrated into our processes easily.

      Read Full Review
    • CRM Consulting & SI for Design-Build Company
      5.0 Feb 11, 2025

      The company's project management was characterized by prompt communications and flexible scheduling. They provided key pointers and prompt responses to questions, ensuring that all client needs were effectively addressed. The primary forms of communication with Set 2 Close included virtual meetings and email or messaging apps, facilitating efficient and clear exchanges of information.

      Read Full Review
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    Average Project Cost Breakdown

    Less than $10,000 (67) $10,000 to $49,000 (7) $50,000 to $199,999 (2)

    What Clients Have Said

    Clients consistently praise Set2Close for their cost-effectiveness and value for money. Many reviews highlight their pricing as fitting within budget constraints while delivering high-quality services. For example, one client noted that the pricing allowed them to save $2-5k on onboarding. Another mentioned that Set2Close's services were instrumental in streamlining processes, indicating a strong return on investment. Overall, the sentiment reflects satisfaction with both the affordability and the tangible benefits received.
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    View projects from:

    United States (66) Canada (19) Bulgaria (1)
    1 of 1 Pittsburgh-based review is 5 stars
    Less than $10,000 avg. project cost for CRM Consulting and SI services in Pittsburgh

    Pittsburgh-based CRM Consulting and SI project highlight

    HubSpot Training & Consulting for Consulting Firm

    5.0 — Set 2 Close provided HubSpot training and consulting services for an ITSM and ESM consulting firm. The training included contact management, email marketing setup, task tracking, and dashboard Read more
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    Peeklogic, LLC Logotype

    Peeklogic, LLC

    5.0 92 reviews
    Premier Verified
    $1,000+
    $25 - $49 / hr
    50 - 249
    Serves Pittsburgh, PA

    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.

    See all 92 projects

    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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    Select Industry to see insights

    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

    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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    More responsive than most other service providers

    Peeklogic, LLC is very responsive

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

    CloudMasonry

    5.0 15 reviews
    Premier Verified
    $5,000+
    $200 - $300 / hr
    50 - 249
    Serves Pittsburgh, PA

    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

    Reviews mention Transparent

    Clients consistently commend CloudMasonry for their transparency throughout the project lifecycle. One client noted, "It’s really wonderful to work with a partner who’s that transparent and visionary," highlighting their commitment to clear communication and adherence to timelines and budgets. Additionally, they provide detailed reports on project logistics and billable hours, fostering trust and collaboration. Overall, the sentiment reflects a strong appreciation for CloudMasonry's openness and strategic engagement.
    • 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. It’s really wonderful to work with a partner who’s that transparent and visionary. In addition, they’re transparent and diligent in their testing. Instead of deploying roll-outs and moving on, they undergo rigorous testing periods to ensure that our changes will be smooth. If they catch an issue, they’ll bring it to the forefront immediately.

      Read Full Review
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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

    Recent reviews of CloudMasonry highlight their effective project management and strong client support, particularly praising team member Ishan for his expertise and consultative approach. Clients reported successful outcomes, such as improved lead conversion processes and enhanced data reporting, leading to overall satisfaction. The company's competitive pricing and high ratings were key factors in their selection, with no significant areas for improvement noted by clients.
    Read 1 Recent Review

    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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    View projects from:

    United States (13) France (1) England (1)
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  • Robots & Pencils Logotype

    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.

    See all 3 projects

    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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    Select Industry to see insights

    Transportation

    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

    See All Locations (3)
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  • Merkle Logotype

    Not yet reviewed

    $5,000+
    $150 - $199 / hr
    1,000 - 9,999
    Pittsburgh, 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

    Pittsburgh, PA

    680 Andersen Drive
    Pittsburgh, PA 15220

    101 - 150

    412.733.7100

    See All Locations (22)
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  • WIN Digital Solutions Logotype

    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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  • Uptima Logotype

    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.

    Read more
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  • Innovative Systems, Inc. Logotype

    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.

    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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  • 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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  • TruSummit Solutions Logotype

    Not yet reviewed

    Undisclosed
    Undisclosed
    10 - 49
    Pittsburgh, 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.

    Read more

    Pittsburgh, PA

    301 Grant Street, Suite 270
    Pittsburgh, PA 15219

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1 Robots & Pencils

List of the Top 1 Pittsburgh CRM Companies

  1. 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
  2. Merkle Logotype

    Merkle

    $5,000+
    $150 - $199 / hr
    1,000 - 9,999
    Pittsburgh, PA

    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
    View Profile Visit Website
  3. 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
  4. Uptima Logotype

    Uptima

    Undisclosed
    Undisclosed
    50 - 249
    Pittsburgh, PA

    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
    View Profile Visit Website
  5. Innovative Systems, Inc. Logotype

    Innovative Systems, Inc.

    Undisclosed
    Undisclosed
    50 - 249
    Pittsburgh, PA

    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
  6. CommerceConnect Logotype

    CommerceConnect

    Undisclosed
    Undisclosed
    2 - 9
    Venetia, PA

    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
  7. RealogicWorks Logotype

    RealogicWorks

    Undisclosed
    Undisclosed
    50 - 249
    Pittsburgh, PA

    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
    View Profile Visit Website
  8. TruSummit Solutions Logotype

    TruSummit Solutions

    Undisclosed
    Undisclosed
    10 - 49
    Pittsburgh, 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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