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Top CRM Consultants in Pittsburgh

Ratings Updated: August 21, 2026
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1 Leaders 7 Contenders

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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

    5.0 102 reviews
    Premier Verified
    $5,000+
    $200 - $300 / hr
    10 - 49
    Serves Pittsburgh, PA

    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, Integration, and Customer Relationship Management Consulting. They receive consistently positive feedback, with 100% of reviews highlighting their expertise in HubSpot, exceptional project management, and personalized support. Clients particularly appreciate their organized approach and ability to tailor solutions to specific business needs, as noted in 80% of the reviews.

    See all 102 projects

    Reviews mention Communicative

    Overall, client feedback highlights Set2Close's strong communication skills. Clients frequently noted their responsiveness and clarity, with one stating, 'The team was flexible, adaptable, and highly communicative throughout the entire process.' Another remarked on their 'prompt communications' and 'flexible scheduling.' Additionally, clients appreciated the personal touch in meetings, emphasizing that communication was always enlightening and supportive. This consistent positive sentiment underscores Set2Close's commitment to effective communication with their clients.
    • 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
    Read All Reviews
    17 of 17 reviews are 5 stars
    17 new reviews for CRM Consulting and SI services
    Less than $10,000 avg. project cost

    Reviewed 17 times in the past 6 months

    In the past six months, Set2Close has received overwhelmingly positive feedback from clients, highlighting their expertise and personalized support in HubSpot implementation and training. Clients praised the team's knowledge and responsiveness, particularly noting Jeremy's and Miles' contributions. For instance, one client mentioned the 'amazing onboarding experience,' while another appreciated the tailored training that facilitated their understanding of HubSpot. Overall, clients expressed satisfaction with Set2Close's ability to deliver value and meet their unique needs, with no significant areas for improvement noted.
    Read 17 Recent Reviews

    Industry Experience

    Set2Close has demonstrated expertise across various industries, including advertising, healthcare, information technology, and education. Clients consistently praise their comprehensive HubSpot onboarding, CRM customization, and training, which have led to improved operational efficiency and enhanced marketing capabilities. Sentiment remains highly positive, particularly in healthcare and IT sectors, where their tailored solutions effectively drive business growth. Prospective clients in these industries can expect strong support and a proactive approach to achieving their project goals.

    Read All Reviews

    Select Industry to see insights

    Media Consulting Restaurants Wellness & Fitness 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 Real estate Other industries Advertising & marketing
    1 of 1 Pittsburgh-based review is 5 stars
    Less than $10,000 avg. project cost for CRM Consulting and SI services in Pittsburgh

    CRM Consulting and SI project highlight

    HubSpot CRM Training & Consulting for Pharmacy

    5.0 — Set2Close provided HubSpot CRM training for a pharmacy's sales representatives and helped the client align their HubSpot systems. The team also provided tools and reports that helped the client Read more
    Read Similar Reviews
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    Peeklogic, LLC Logotype

    Peeklogic, LLC

    5.0 103 reviews
    Premier Verified
    $1,000+
    $25 - $49 / hr
    50 - 249
    Serves Pittsburgh, PA

    Services provided

    70% CRM Consulting and SI
    10% AI Development
    10% API Development +1 service
    10% IT Staff Augmentation

    Peeklogic, LLC specializes in CRM Consultancy, CRM Implementation, and CRM Integration, with a focus on Salesforce solutions. Based on client reviews, 100% of the feedback is positive, highlighting their professionalism, timely delivery, and strong communication skills. Clients frequently mention Peeklogic's ability to rescue and enhance complex projects, demonstrating their expertise in Customer Relationship Management Integration.

    See all 103 projects

    Reviews mention Experienced

    Clients express a high level of satisfaction with Peeklogic, LLC, particularly noting their effective communication and adherence to project deadlines. One client highlighted their impressive expertise in Salesforce, consistently providing elegant solutions to complex challenges. The overall sentiment reflects strong confidence in Peeklogic's ability to deliver valuable results, with no significant areas for improvement identified by clients.
    • Salesforce Implementation for Software Consulting Firm
      5.0 Jan 31, 2024

      We're impressed with their breadth of knowledge and experience when it comes to Salesforce. Anytime a question came up they always found an elegant solution to complex problems.

      Read Full Review
    Read All Reviews

    Average Project Cost Breakdown

    Less than $10,000 (27) $10,000 to $49,000 (8) $50,000 to $199,999 (3) $200,000 to $999,999 (1)

    What Clients Have Said

    Peeklogic, LLC is frequently recognized for providing excellent value for money, as noted by multiple clients who highlighted their competitive pricing and high-quality deliverables. One client emphasized that Peeklogic's pricing fit their budget while delivering a good value for cost. Overall sentiment regarding cost-effectiveness is overwhelmingly positive, with clients appreciating the high level of service and responsiveness, often stating that the quality of work exceeded expectations relative to the investment made.
    Read All Reviews

    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

    View projects from:

    United States (61) Canada (9) Switzerland (5) Germany (2) Israel (1) India (1) Australia (1) South Korea (1) Mexico (1) Norway (1) Guatemala (1) United Arab Emirates (1) France (1) England (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, CRM Integration, and Customer Relationship Management Consulting services. Their reviews reflect a high level of expertise, professionalism, and client satisfaction, with 100% of reviewers expressing positive feedback. Clients commend their proactive approach, knowledge in CRM systems, and ability to deliver projects on time and within budget.

    See all 15 projects
    6 of 6 CRM Consulting and SI reviews are 5 stars
    $50,000 – $199,999 avg. project cost

    CRM Consulting and SI PROJECT HIGHLIGHT

    Salesforce Support for Publishing Company

    5.0 — CloudMasonry provides Salesforce support to a publishing firm. The team has set up a new Salesforce Service Cloud instance and transferred all customer service emails from the legacy platform into Read more
    Read 6 Reviews

    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 praise CloudMasonry for their competitive pricing and overall value. Feedback highlights that their services fit within budget constraints while delivering high-quality results. For instance, one client noted, 'Pricing fit our budget' and another emphasized, 'Good value for cost.' Overall sentiment reflects satisfaction with the company's ability to meet financial expectations, with multiple reviewers expressing that CloudMasonry offers a strong return on investment through effective project management and timely delivery.
    Read All Reviews

    View projects from:

    United States (13) France (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.

    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
    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)
    View Profile

  • Featured

    What are Featured Providers?

    Computan Logotype

    Computan

    4.8 45 reviews
    Verified
    $1,000+
    $25 - $49 / hr
    50 - 249
    Serves Pittsburgh, PA

    Services provided

    40% CRM Consulting and SI
    30% E-Commerce Development
    30% Web Development

    Computan is a versatile web development company offering comprehensive services, including WordPress and HubSpot development, CMS integration, and digital marketing support. Overall, 100% of reviews highlight their technical expertise and reliability, with approximately 85% praising their timeliness and communication. Clients appreciate Computan's adaptability and value for cost, though some suggest minor improvements in project delivery visibility and proactive communication.

    See all 45 projects

    Reviews mention Experienced

    Clients express high satisfaction with Computan's expertise and efficiency in handling complex web development projects. One client highlighted their impressive technical solutions, stating that Computan's contribution was invaluable and that many project requirements had never been achieved before. The team, described as knowledgeable and easy to work with, consistently exceeded expectations, even in challenging scenarios. Overall, the sentiment reflects strong confidence in Computan's capabilities, with no notable areas for improvement mentioned.
    • Custom Network for WordPress Site
      5.0 Aug 27, 2019

      Quite simply - this project would not have been possible without the expert help we got from Computan. Many of the requirements for our project had not only never been done before with WordPress, they'd never been done before, period! Computan's involvement in this project has been invaluable. Some of the goals for this project were, admittedly, somewhat unrealistic given the limitations of 21st century technology, however, this did not perturb them in any way, shape, or form.

      Read Full Review
    Read All Reviews

    Industry Experience

    Computan has demonstrated strong expertise across various industries, including Advertising & Marketing, Education, Healthcare, E-commerce, and Technology. Clients consistently praise their responsiveness, flexibility, and the quality of deliverables, particularly in web development and integration projects. Sentiment is generally positive, highlighting their ability to adapt and collaborate effectively. Their services are well-suited for organizations seeking reliable web development and maintenance, especially those utilizing platforms like WordPress and HubSpot.

    Read All Reviews

    Select Industry to see insights

    Automotive Advertising & marketing Healthcare IT Services Education Beauty & Cosmetics Wellness & Fitness Logistics & Supply Chain Software Media Consulting Manufacturing Telecommunications Hospitality & leisure Nonprofit Information technology Business services Research Other Industry

    Average Project Cost Breakdown

    $10,000 to $49,000 (22) Less than $10,000 (7) $50,000 to $199,999 (4) $1,000,000 to $9,999,999 (1)

    What Clients Have Said

    Computan has been recognized for providing excellent value for money, with clients frequently noting that their pricing aligns well with project budgets. One client highlighted that Computan delivered exceptional quality of work for the cost, stating, 'the quality of work we get for the cost is something I have not seen in any agency I have worked.' Another client emphasized their competitive pricing, stating it was a decisive factor in their selection. Overall, sentiment regarding Computan's cost-effectiveness and value remains highly positive.
    Read All Reviews

    View projects from:

    United States (34) Canada (10) Finland (1)
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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.

    Read more
    View Profile

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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.

    Read more
    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

    See All Locations (2)
    View Profile

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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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