Leave a Review For Providers 0 0
  • Post a Project
Home IT Services CRM United States Pennsylvania Pittsburgh

Top CRM Consultants in Pittsburgh

Ratings Updated: December 7, 2025
We verify reviews and evaluate companies so you can choose with confidence. We may earn a fee for some placements. Learn how Clutch ensures trust
Get Matched

1 Leaders 8 Contenders

9 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

    4.9 77 reviews
    Premier Verified
    $5,000+
    $200 - $300 / hr
    10 - 49
    Serves Pittsburgh, PA

    Services provided

    80% CRM Consulting and SI
    20% Business Consulting

    Set 2 Close is a CRM consultancy firm specializing in CRM implementation and integration services. With a 100% positive feedback rate, clients commend their exceptional project management, timely communication, and comprehensive support during CRM onboarding. A notable 60% of reviewers highlighted their expertise in HubSpot, praising their ability to streamline sales processes and enhance operational efficiency.

    See all 77 projects
    56 of 61 CRM Consulting and SI reviews are 5 stars
    21 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 System Implementation for ERP Platform Company

    5.0 — Set2Close implemented HubSpot for an ERP platform company. The team configured HubSpot and a CRM structure, set up marketing automation, created sales pipelines, and trained sales development Read more
    Read 61 Reviews

    Average Project Cost Breakdown

    Less than $10,000 (54) $10,000 to $49,000 (6) $50,000 to $199,999 (2)

    What Clients Have Said

    Clients consistently express satisfaction with Set2Close's cost-effectiveness and overall value. Many reviews highlight that the pricing aligns well with budgets, particularly for small to medium-sized businesses, stating it offers 'good value for cost.' A client from Strategic Wealth Management noted, 'Pricing fit our budget' and 'Good value for cost.' Overall, feedback indicates that Set2Close delivers high-quality services that justify their pricing, enhancing clients' operational efficiency and CRM utilization.
    Read All Reviews

    View projects from:

    United States (56) Canada (14) Bulgaria (1)

    kamloops, Canada

    Rue Cheval Noir
    kamloops, Canada V0K

    10 - 15

    1 (604) 700-7719

    See All Locations (1)
    View Profile Visit Website
    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 Communicative

    Overall, the feedback regarding CloudMasonry's communication is overwhelmingly positive. Clients consistently highlight their exceptional project management and responsiveness. One client noted, 'They were responsive and knowledgeable,' while another emphasized, 'Communication was clear' and 'I never had to chase them down.' Additionally, the team's ability to integrate feedback swiftly was praised, with one reviewer stating, 'They were great at listening to our feedback and implementing it incredibly quickly.'
    • Email Marketing for Educational Institution
      5.0 Dec 28, 2023

      Exceptional project management and communication. They were responsive and knowledgeable about use of Salesforce/Pardot technology to suit our needs.

      Read Full Review
    • Salesforce Implementation for Nonprofit Organization
      5.0 Dec 13, 2022

      The team at CloudMasonry was excellent to work with. Emails were answered promptly and they followed through on all tasks.

      Read Full Review
    • Salesforce Web Development for Financial Institution
      4.5 Aug 25, 2021

      The SCRUM master led the project and made sure the work was done. We mainly communicated through video calls. It was their working style. The collaboration between our developers was great, and communication was clear.

      Read Full Review
    • B2B Analytics Deployment for Consumer Electronics Firm
      5.0 Aug 4, 2020

      We never ran into a bottleneck, they worked around my schedule, they communicated frequently, and I never had to chase them down. I never waited more than a few hours for a response, and I felt they understood my challenge and made me feel at ease with them taking over.

      Read Full Review
    Read All Reviews

    Industry Experience

    CloudMasonry has received positive feedback across various industries, including Publishing, Education, Insurance, Financial Services, Nonprofit, IT Services, Utilities, Arts, Entertainment & Music, and Pharmaceuticals. Clients praise their expertise in Salesforce implementation, project management, and proactive communication. The overall sentiment is highly favorable, highlighting their strengths in understanding client needs and delivering on time. Educational institutions and financial services firms particularly commend their ability to enhance communication strategies and optimize reporting, making them a strong fit for clients in these sectors.

    Read All Reviews

    Select Industry to see insights

    Publishing Education Insurance Financial services Nonprofit IT Services Utilities Arts, entertainment & music Consumer Products Pharmaceuticals

    View projects from:

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

    New York, NY

    33 Irving Place
    New York, NY 10003

    10 - 15

    888-668-2525

    See All Locations (3)
    View Profile Visit Website
    Cynoteck Technology Solutions Pvt. Ltd. Logotype

    Cynoteck Technology Solutions Pvt. Ltd.

    4.9 31 reviews
    Premier Verified
    $10,000+
    $25 - $49 / hr
    50 - 249
    Serves Pittsburgh, PA

    Services provided

    50% CRM Consulting and SI
    10% AI Agents
    10% AI Development +3 services
    10% ERP Consulting and SI
    10% Low/No Code Development
    10% Web Development

    Cynoteck Technology Solutions Pvt. Ltd. is a CRM Consulting and Systems Integration company known for its strong work ethic and effective project management. They deliver robust CRM solutions with high responsiveness and eagerness to meet client needs, as evidenced by positive feedback from all reviewers.

    See all 31 projects

    Reviews mention Patient

    Clients express a positive sentiment regarding Cynoteck Technology Solutions' patience throughout the project. One client highlighted their impressive ability to accommodate resource constraints and provide flexibility, stating, 'The patience they exhibited with us' was particularly noteworthy. Overall, the feedback suggests that the company's patient approach contributed significantly to a smooth implementation process, fostering a collaborative environment despite challenges.
    • Accounting Services for Sports Facilities Firm
      4.5 Jun 9, 2022

      The patience they exhibited with us was most impressive. They understood our resource constraints and provided us with flexibility in the process.

      Read Full Review
    Read All Reviews
    3 of 3 reviews are 5 stars
    1 new review for CRM Consulting and SI services
    $50,000 – $199,999 avg. project cost

    Reviewed 3 times in the past 6 months

    Recent reviews for Cynoteck Technology Solutions Pvt. Ltd. highlight exceptional client satisfaction, with consistent praise for their project management and attention to detail. One client noted their website exceeded expectations in both design and functionality, while another emphasized the effectiveness of the RPA tools developed. Clients appreciated the responsiveness and proactive communication from the team, describing their experience as a true partnership. Overall, the sentiment is overwhelmingly positive, with no significant areas for improvement identified.
    Read 3 Recent Reviews

    More responsive than most other service providers

    Cynoteck Technology Solutions Pvt. Ltd. is very responsive

    They are a great candidate to start a conversation with. Send them a short message or project inquiry.
    Get in Touch
    $3,000 Basic Package ideal for first-time CRM users. $8,000 Standard Package ideal for existing CRM users $15,000 Enhanced Package for CRM power-users

    CRM Implementation Packages

    Basic Package: CRM Setup, Lead, Opportunity, Contact, Accounts, Activities, Dashboards ||| Standard Package: All features of Basic Package plus Territory Management, Product & Price Book, Lead Channels, Sales Cadence, Mobile App ||| Enhanced Package: All features of Standard Package plus Team Collaboration, Case Management, Automations
    View Packages
    View Profile Visit Website
  • 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.

    Read All Reviews

    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.
    Read All Reviews

    Pittsburgh, PA

    2818 Smallman Street
    Pittsburgh, PA 15222

    21 - 30

    18665159897

    See All Locations (3)
    View Profile
  • Merkle Logotype

    Not yet reviewed

    $5,000+
    $150 - $199 / hr
    1,000 - 9,999
    New York, NY

    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 (19)
    View Profile
  • 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.

    Read more

    Pittsburgh, PA

    56 S 21st St
    Pittsburgh, PA 15203

    2 - 5

    +1 412.848.0684

    See All Locations (1)
    View Profile

    • Share your project goals, and we’ll connect you with verified partners who fit your budget and timeline.

    Get My Matches
  • CEI Logotype

    Not yet reviewed

    Undisclosed
    Undisclosed
    250 - 999
    Pittsburgh, PA

    Services provided

    20% CRM Consulting and SI
    20% AI Consulting
    20% Application Management & Support +2 services
    20% ERP Consulting and SI
    20% IT Managed Services

    CEI, a CRM consulting and SI company, was founded in 1992. They offers CRM consulting and SI and ERP consulting and SI.

    Read more

    Pittsburgh, PA

    1000 Omega Drive, Suite 1150
    Pittsburgh, PA 15205

    151 - 200

    +1 412 341-3541

    See All Locations (2)
    View Profile
  • 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

    Pittsburgh, PA

    651 Holiday Dr. Foster Plaza 5, Suite 400
    Pittsburgh, PA 15220

    50 - 75

    408.933.9505

    See All Locations (2)
    View Profile
  • 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

    Pittsburgh, PA

    790 Holiday Drive
    Pittsburgh, PA 15220

    50 - 75

    412-937-9300

    See All Locations (2)
    View Profile
  • 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

    Venetia, PA

    71 Scenic Ridge Drive
    Venetia, PA 15367

    1

    +1.412.613.3011

    See All Locations (1)
    View Profile
  • 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

    Pittsburgh, PA

    938 Penn Ave, Suite 800
    Pittsburgh, PA 15222

    1

    See All Locations (2)
    View Profile
  • 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

    See All Locations (2)
    View Profile

Tell us what you need — we’ll match you with top agencies in minutes.

Get My Matches
tracking image

Why Trust Clutch

At Clutch, we believe trust is the foundation of every business relationship. Our mission is to help buyers make confident, data-backed decisions informed by real client experiences.

Every review on Clutch undergoes a rigorous, human-led verification process to make sure it’s valid. Our team of specialists confirms the identity of each reviewer, ensures the project is legitimate, and only publishes reviews that meet our strict criteria.

Verification doesn’t stop at the point of publication. Our Trust & Safety team routinely audits older reviews against our guidelines. When reviews fall short of our standards, we remove them.

We evaluate service providers using a structured methodology that combines:

  • In-depth client interviews and ratings
  • Comprehensive project details
  • Market presence
  • Portfolio examples and industry recognition

This data powers tools like the Leaders Matrix, which helps you compare agencies directly. Our research team curates rankings by weighing verified reviews most heavily, so the most trusted and experienced providers rise to the top.

Using this unique combination of verified client feedback and provider-supplied insights, Clutch distills the most important details into clear, digestible summaries so you have everything you need to make confident, informed decisions quickly.

We take fraud seriously. Providers who violate our guidelines may face lower rankings, restricted visibility, or removal from the platform altogether.

Clutch’s commitment to transparency is ongoing. We’re constantly refining our systems to protect the integrity of reviews and support you in finding the right agency.

Ability to deliver
Focus
Clutch Leaders Matrix

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

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
    New York, NY

    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. CEI Logotype

    CEI

    Undisclosed
    Undisclosed
    250 - 999
    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
  5. 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
  6. 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
  7. 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
  8. 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
  9. 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

Latest CRM Articles

See all articles
Top 20 Open Source Cybersecurity Tools for Small Businesses cover image

Top 20 Open Source Cybersecurity Tools for Small Businesses

Updated October 2, 2025
Hannah Hicklen

Having the right tools makes a huge difference, especially when it comes to online security. Here are the 20 best open source cybersecurity tools to...

IT Services, Clutch Report
When Do You Need to Hire a Cybersecurity Provider? cover image

When Do You Need to Hire a Cybersecurity Provider?

Updated November 21, 2025
Elaine Margrethe Alcantara

No company is immune from cyber threats. Discover when is the best time to find a reliable cybersecurity provider to help safeguard your business in this...

IT Services, Clutch Report
2025 Cybersecurity Best Practices for Small Businesses cover image

2025 Cybersecurity Best Practices for Small Businesses

Updated November 21, 2025
Hannah Hicklen

No business is safe from cyberattacks. This in-depth article breaks down the best ways small businesses can protect themselves from malicious cyber threats.

IT Services, Clutch Report, Scaling

Similar Categories

Related Services

IT Services in Pittsburgh Staff Augmentation in Pittsburgh Managed Service Providers in Pittsburgh

Specialties

LogMeIn BI and Big Data ECM Cloud Server Migration OneLogin Auth0 ForgeRock Cybersecurity SecureAuth
View More

Get matched with the 5 best-fit agencies for your project—in 4 minutes or less.