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Top CRM Consultants in Pittsburgh

Ratings Updated: February 9, 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 81 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 firm specializing in CRM Implementation, CRM Integration, and Customer Relationship Management Consulting. The company consistently receives high praise for its responsive and knowledgeable staff, effective CRM Systems Integration, and customer-focused approach, as reflected in 100% positive feedback. Many clients highlight the firm's ability to deliver projects on time and its strategic guidance, with 85% mentioning the value-for-cost proposition.

    See all 81 projects

    Industry Experience

    Set2Close has garnered positive feedback across various industries, including Medical, Financial Services, Consulting, and Manufacturing. Clients commend their expertise in HubSpot implementation, project management, and responsiveness. In the Medical sector, they excelled in onboarding and optimizing systems for surgical models. In Financial Services, they are praised for effective CRM training. Their strengths lie in understanding unique business needs and providing tailored solutions, establishing them as a reliable partner for organizations across diverse fields seeking CRM optimization and sales process enhancement.

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    Select Industry to see insights

    Restaurants Wellness & Fitness Consulting Insurance Business services Consumer Products Retail Non-profit Information technology Arts, entertainment & music Education Agriculture Real estate Advertising & marketing Financial services Construction Transportation Software IT Services Other Industry Healthcare Human Resources Medical Manufacturing

    Average Project Cost Breakdown

    Less than $10,000 (58) $10,000 to $49,000 (6) $50,000 to $199,999 (2)

    What Clients Have Said

    Clients consistently commend Set2Close for their cost-effectiveness and the value they provide. Many reviews highlight that the company's pricing fits within budget constraints while delivering high-quality service. For instance, one client noted, 'Pricing fit our budget' and another emphasized 'good value for cost.' Overall, the sentiment is overwhelmingly positive, with multiple clients expressing satisfaction with the financial investment relative to outcomes achieved, such as improved efficiency and successful onboarding processes.
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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.
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    View projects from:

    United States (59) Canada (15) Bulgaria (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
    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 for CloudMasonry highlight their effective project management and knowledgeable staff, particularly praising Ishan's consulting capabilities. Clients noted successful outcomes, such as improved lead conversion processes and enhanced data reporting through streamlined approaches. Overall sentiment is highly positive, with clients expressing satisfaction with both the quality of work and communication, indicating a strong fit for potential projects. No areas for improvement were identified.
    Read 1 Recent Review

    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.
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    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 Great project management

    Cynoteck Technology Solutions Pvt. Ltd. has received consistent praise for their exceptional project management. Clients highlighted their timely delivery and effective communication, noting that milestones were often met ahead of schedule. One client emphasized the proactive nature of their project manager, ensuring alignment with the client's vision. Another client appreciated the open communication lines that prevented miscommunication. Overall, the sentiment reflects a strong confidence in Cynoteck's ability to manage projects efficiently and effectively.
    • Web Development for Cafe & Food Business
      5.0 Jul 13, 2022

      The workflow was smooth and quite professional. We were getting regular updates about our project and the Cynoteck team was always vigilant in addressing our queries regarding the project.

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    • Site Update & Maintenance for Global Art Community
      5.0 Sep 16, 2020

      The project management is great. They communicate regularly and are very open about their process. They always meet their deadlines and we have had the same core team through all our years of working together.

      Read Full Review
    • App Design & Dev for CRM Software Company
      5.0 Jun 22, 2020

      Project management was very impressive, especially compared to other vendors. Their team regularly complied with deadlines and always communicated delays well ahead of time. Unexpected turnover never threatened to stop critical progress.

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    • Microsoft Automation for Law Firm
      5.0 May 21, 2020

      We have been assigned a project manager as our primary point of contact. It has been perfectly effective.

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    • Internal Training Web Dev for Design & Marketing Studio
      5.0 May 6, 2020

      Project management was smooth as usual, communication was done using skype to interface, and even though they are overseas, they are very accommodating on time consideration for the time differences and they are also very good with English and communication is far easier with Udit and his team than several other partners I have tried previously.

      Read Full Review
    Read All Reviews
    1 of 1 reviews is 5 stars
    Less than $10,000 avg. project cost

    Reviewed 1 time in the past 6 months

    In the past six months, client feedback for Cynoteck Technology Solutions Pvt. Ltd. has been overwhelmingly positive. A Managing Partner from Kubbair praised their exceptional project management, timely delivery, and proactive communication, highlighting a successful website development that exceeded expectations. Clients noted the company's attention to detail and genuine commitment to client satisfaction, fostering a partnership rather than a typical vendor-client relationship. Overall, clients expressed high levels of satisfaction and encouraged continued excellence in service delivery.
    Read 1 Recent Review

    Industry Experience

    Cynoteck Technology Solutions Pvt. Ltd. has demonstrated strong capabilities across various industries, including Healthcare, Real Estate, Manufacturing, Sports, Nonprofit, Consulting, Advertising & Marketing, Legal, Food & Beverages, and IT Services. Clients praised their expertise in developing RPA tools, CRMs, and websites, as well as their responsiveness and project management. They are particularly well-regarded in Healthcare and Real Estate for their innovative solutions and timely delivery, making them a suitable partner for organizations seeking technological advancements.

    Read All Reviews

    Select Industry to see insights

    Real estate Healthcare Manufacturing Sports Nonprofit Advertising & marketing Legal Cannabis Food & Beverages IT Services Software Education Arts, entertainment & music Retail Legal Information technology Utilities Consulting

    View projects from:

    United States (14) India (6) Australia (2) Canada (1) Singapore (1) England (1)
    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.

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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)
    View Profile
  • 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.

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    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.

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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
    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
    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.

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    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
    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

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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
    Cleveland, OH

    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
    Columbia, MD

    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
    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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