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Top CRM Consultants in Pittsburgh

Ratings Updated: June 17, 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 97 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 and integration services, with a focus on HubSpot. They are highly recommended for their exceptional hands-on support and tailored solutions, as 100% of reviews commend their knowledge, flexibility, and communication. Their customer-centric approach consistently exceeds expectations, providing measurable improvements in CRM efficiency and effectiveness.

    See all 97 projects
    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 received overwhelmingly positive feedback from clients, highlighting their deep knowledge of HubSpot and personalized approach. Clients praised the team for their flexibility, responsiveness, and ability to simplify complex processes. Notable mentions include a successful HubSpot rollout with no operational disruptions and tailored training that empowered teams. Overall, clients expressed high satisfaction, recommending Set2Close for their exceptional support and value for cost.
    Read 17 Recent Reviews

    Industry Experience

    Set2Close has demonstrated expertise across various industries, including retail, manufacturing, non-profit, real estate, and technology. Clients commend their personalized approach, effective onboarding, and CRM optimization, particularly with HubSpot. The overall sentiment is positive, highlighting Set2Close's ability to adapt solutions for specific business needs, enhance operational efficiency, and drive measurable results in sales and customer engagement across sectors.

    Read All Reviews

    Select Industry to see insights

    Media Restaurants Wellness & Fitness Consulting 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

    View projects from:

    United States (68) 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

    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
    View Profile Visit Website
    Peeklogic, LLC Logotype

    Peeklogic, LLC

    5.0 102 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 is a CRM Consulting and Systems Integration company specializing in Salesforce development, CRM implementation, and integration services. The company has consistently received positive feedback, with 100% of reviews highlighting their responsiveness and expertise in Salesforce solutions. Clients commend Peeklogic, LLC for delivering projects on time and within budget while maintaining excellent communication and flexibility.

    See all 102 projects

    Reviews mention Collaborative

    The sentiment surrounding collaboration with Peeklogic, LLC is overwhelmingly positive, as clients consistently highlight their responsiveness and teamwork. For instance, one client noted that Peeklogic's team felt like an integral part of their own engineering team from day one. Another client praised their project management as structured and communicative, ensuring all deliverables were met on time. Overall, clients appreciate Peeklogic's ability to adapt to changing requirements while maintaining a collaborative approach.
    • Mailchimp & Conga Integration for Staking Provider
      4.5 Feb 27, 2024

      Integration of Slack into Salesforce, fostering streamlined communication and collaboration within the platform. Everyone that we were in contact with was reliable and very competent. We appreciate the focus on solving the problem, but in these (very few) situations, it would be nice to seek some feedback/insights from their own team and to come back with some answers.

      Read Full Review
    • Data Migration & Custom Software Dev for Consulting Company
      5.0 Jan 27, 2025

      The project management was highly efficient and responsive, ensuring all deliverables were completed within the agreed timelines. They maintained clear and open communication throughout the process, proactively addressing any challenges and adapting to evolving requirements. Their collaborative approach ensured they thoroughly understood and prioritized our needs, delivering solutions that aligned with our goals while maintaining a seamless and organized workflow.

      Read Full Review
    • Web & CRM Development for Financial Services Firm
      5.0 May 7, 2025

      What I found most impressive about this company was their exceptional ability to understand our unique business needs and translate them into technical solutions. Their collaborative approach and responsive communication have made them stand out from other vendors we've worked with.

      Read Full Review
    • Salesforce Implementation for Healthcare Company
      5.0 Sep 22, 2025

      Peeklogic, LLC has completed the mapping and integration. We also have ongoing support and feedback, and the team is pivoting when needed. Peeklogic, LLC's project management is good, and they deliver on time. We communicate via Slack and weekly meetings. What did you find most impressive about them? Peeklogic, LLC's collaboration is great.

      Read Full Review
    • CRM Consulting for Sports Surfaces Company
      5.0 Feb 3, 2026

      Peeklogic’s project management was structured and communicative. The team was responsive to questions and feedback, adjusted priorities as needed, and worked collaboratively with our internal stakeholders. While timelines evolved as project requirements became clearer, they remained engaged and supportive throughout the process.

      Read Full Review
    Read All Reviews
    15 of 15 reviews are 5 stars
    12 new reviews for CRM Consulting and SI services
    Less than $10,000 avg. project cost

    Reviewed 15 times in the past 6 months

    In the past six months, client feedback on Peeklogic, LLC has been overwhelmingly positive, highlighting their strong project management and responsiveness. Clients praised their ability to deliver projects on time, such as a Salesforce app for CiteMed and a ticketing system for CSE Electric. Notably, the team was commended for their Salesforce expertise and adaptability, with one client noting they saved 10-15 hours a week through streamlined processes. Overall, clients have not identified significant areas for improvement, reflecting high satisfaction.
    Read 20 Recent Reviews
    45 of 49 CRM Consulting and SI reviews are 5 stars
    12 new reviews for CRM Consulting and SI in past 6 months
    Less than $10,000 avg. project cost

    CRM Consulting and SI PROJECT HIGHLIGHT

    Custom CRM System Design for Monitoring Company

    5.0 — Peeklogic, LLC has designed a custom CRM system for a monitoring company. Read more
    Read 48 Reviews
    $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
    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 Personable

    Client feedback highlights CloudMasonry's personable approach and strong communication skills. One client noted they were 'a pleasure to work with,' emphasizing their proactivity and willingness to address concerns promptly. Another client remarked on the team's agility and how they made clients feel at ease, stating, 'We felt like we were in good hands.' Overall, the sentiment is overwhelmingly positive, with clients appreciating the personal attention and support provided throughout their projects.
    • B2B Analytics Deployment for Consumer Electronics Firm
      5.0 Aug 4, 2020

      They are agile, personable, and easy to work with. We felt like we were in good hands when working with CloudMasonry. Great communication, never had to wait for anything.

      Read Full Review
    • Salesforce Support for Publishing Company
      5.0 Jan 23, 2025

      I was impressed with the pace of work and how proactive CloudMasonry were in ensuring all questions/issues were covered. I also enjoyed how personable they were; a pleasure to work with!

      Read Full Review
    Read All Reviews
    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

    Industry Experience

    CloudMasonry has demonstrated its expertise across multiple industries, including Education, Financial Services, Insurance, and Pharmaceuticals. Clients commend their thorough project management, proactive communication, and deep knowledge of Salesforce. Feedback indicates a strong impact in optimizing processes, enhancing customer journeys, and implementing effective marketing strategies. Overall sentiment is highly positive, particularly in Education and Financial Services, where measurable outcomes include increased applicant conversions, improved reporting capabilities, and streamlined operations.

    Read All Reviews

    Select Industry to see insights

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

    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 that CloudMasonry offers good value for cost, with several reviews highlighting the company's pricing as a key reason for selection. For instance, one client from Future PLC emphasized the 'good value for cost,' while another from a financial services company remarked that the pricing 'fit our budget.' Overall sentiment reflects satisfaction with the balance of quality service and affordability, with no significant complaints regarding costs or perceived value.
    Read All Reviews
    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 web development and digital marketing company offering services in website management, CRM integration, and CMS development. Reviews indicate that approximately 85% of clients appreciate their adaptability, timely communication, and ability to meet project requirements effectively. Clients also commend Computan for understanding their business needs and providing quality solutions within budget, although a few mentioned room for improvement in project delivery timelines and proactive communication.

    See all 45 projects

    Reviews mention Easy to work with

    Overall, client feedback highlights Computan's exceptional ease of collaboration. Clients frequently noted their responsiveness and willingness to adapt to evolving requirements. For instance, one client remarked on their team's patience and attentiveness during detailed discussions. Another client emphasized that Computan's communication was efficient, making project management seamless. The sentiment is overwhelmingly positive, with multiple clients expressing satisfaction with Computan's customer-centric approach and their ability to deliver results without requiring extensive oversight.
    • Shopify Migration for Dietary Supplements & Wellness Company
      5.0 Apr 13, 2022

      Computan is very communicative and easy to work with — they’re always available. Typically, we’ll have video conferences, schedule phone calls, or exchange Slacks and emails to discuss the project.

      Read Full Review
    • Web Development for Online Education Company
      4.5 May 11, 2021

      Overall, they’re very easy to work with, and they’re flexible when it comes to changing our development, expectations, or what they’re working on. Also, they’re always really accurate in their project cost estimates and honest with the time they spend on each project.

      Read Full Review
    • Development for Inbound Marketing Company
      5.0 Oct 16, 2019

      Customer service is a focal point of their business, which makes it easy to work with them. Their ability and willingness to go the extra mile for us is commendable.

      Read Full Review
    • Custom Network for WordPress Site
      5.0 Aug 27, 2019

      I appreciate their knowledge, experience, and how easy they are to work with.

      Read Full Review
    • IT Services for Leadership Development Company
      5.0 Dec 3, 2019

      Their communication and general knowledge were very impressive. They were incredibly easy to work with. No, I had a great experience working with them.

      Read Full Review
    Read All Reviews

    Industry Experience

    Computan has received positive feedback across various industries, including Advertising & Marketing, Education, Healthcare, and Automotive. Their clients consistently highlight their expertise in website development, particularly with HubSpot and WordPress. Strengths noted include timely project delivery, effective communication, and a keen understanding of client needs. Overall, sentiment is favorable, especially in the advertising sector, where clients appreciate Computan's flexibility and responsiveness. Potential clients in need of web development and digital marketing solutions will find a strong match with Computan in these sectors.

    Read All Reviews

    Select Industry to see insights

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

    Clients frequently commend Computan for their competitive pricing and exceptional value for money. For instance, one client highlighted that their pricing fit within budget constraints while providing good value for the cost. Another client noted significant savings on development costs, reporting over 50% labor cost reductions. Overall, feedback reflects a strong sentiment of satisfaction regarding the balance of cost and quality, with many clients expressing appreciation for the high-quality work delivered relative to their investment.
    Read All Reviews

    View projects from:

    United States (34) Canada (10) Finland (1)
    View Profile Visit Website
  • 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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