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Top CRM Consultants in Pittsburgh

Ratings Updated: October 27, 2026
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1 Leaders 8 Contenders

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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

    5.0 103 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 specializes in CRM Consulting and Systems Integration, with a strong focus on HubSpot implementation and optimization. The company has received overwhelmingly positive feedback, with 100% of reviewers highlighting their expertise, and personalized approach. Clients frequently commend Set2Close for their organizational skills and ability to tailor solutions to specific business needs, making them highly recommended for CRM services.

    See all 103 projects

    Industry Experience

    Set2Close has demonstrated strong capabilities across various industries, including advertising & marketing, information technology, education, healthcare, and manufacturing. Clients consistently praise their expertise in HubSpot CRM implementation, onboarding, and training. Positive feedback highlights their organized approach, responsiveness, and ability to tailor solutions to client needs. Overall, the sentiment is overwhelmingly positive, positioning Set2Close as a valuable partner for businesses seeking effective CRM solutions and automation strategies.

    Read All Reviews

    Select Industry to see insights

    Arts, entertainment & music Manufacturing Other industries Advertising & marketing Information technology Education Retail Non-profit Real estate Media Supply Chain, Logistics, and Transport Business services Medical Financial services Construction Insurance

    Average Project Cost Breakdown

    Less than $10,000 (72) $10,000 to $49,000 (7) $50,000 to $199,999 (2)

    What Clients Have Said

    Set2Close has received positive feedback regarding its cost-effectiveness and value for money. Clients frequently noted that the pricing fit their budgets while providing high-quality services. For instance, one client mentioned saving $2,000 to $5,000 on initial setup costs due to Set2Close's free onboarding service. Many reviews highlight the exceptional support and personalized training received, which contributed to clients feeling confident and self-sufficient in using HubSpot, ultimately validating their investment in Set2Close's services.
    Read All Reviews

    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.
    Get in Touch
    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

    5.0 107 reviews
    Premier Verified Clutch Guarantee
    $1,000+
    $25 - $49 / hr
    50 - 249
    Serves Pittsburgh, PA

    Services provided

    65% CRM Consulting and SI
    10% API Development
    10% IT Staff Augmentation +2 services
    10% Low/No Code Development
    5% AI Development

    Peeklogic, LLC is a CRM Consultancy specializing in CRM Implementation, Integration, and Systems Integration, with a focus on Salesforce solutions. Their reviews reflect a high level of client satisfaction, with 100% of reviewers praising their project management, responsiveness, and tailored solutions. Clients consistently highlight Peeklogic’s ability to deliver on time and adapt to changing requirements, with several noting their deep expertise and clear communication as standout qualities.

    See all 107 projects
    12 of 12 reviews are 5 stars
    9 new reviews for CRM Consulting and SI services
    Less than $10,000 avg. project cost

    Reviewed 12 times in the past 6 months

    Recent reviews of Peeklogic, LLC reflect a consistently positive sentiment, highlighting their strong project management and technical expertise. Clients praised their responsiveness and ability to deliver projects on time, with one noting a 25% increase in lead conversion due to their custom workflows. Additionally, another client appreciated Peeklogic's methodical approach in migrating Salesforce data, ensuring minimal disruption. Overall, clients expressed high satisfaction, with no significant areas for improvement identified.
    Read 12 Recent Reviews
    46 of 50 CRM Consulting and SI reviews are 5 stars
    9 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 50 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 consistently praised for providing excellent value for money, with clients noting that their pricing aligns well with budgets while delivering high-quality services. One client highlighted that Peeklogic's pricing fit their budget and provided good value for the cost, while another emphasized that their work significantly reduced manual processes, ultimately saving time and improving efficiency. Overall, clients express satisfaction with the cost-effectiveness of Peeklogic, LLC's solutions and their ability to adapt to specific needs without compromising quality.
    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 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

    Industry Experience

    CloudMasonry has garnered positive feedback across various industries, including education, financial services, insurance, and arts & entertainment. Clients commend their expertise in Salesforce and Pardot for enhancing communication strategies, reporting, and process automation. The general sentiment reflects CloudMasonry's strengths in project management, responsiveness, and delivering tailored solutions, making them an excellent fit for clients in sectors like education and financial services seeking robust digital transformation.

    Read All Reviews

    Select Industry to see insights

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

    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)
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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.

    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?

    Cynoteck Technology Solutions Pvt. Ltd. Logotype

    Cynoteck Technology Solutions Pvt. Ltd.

    4.9 31 reviews
    Verified
    $5,000+
    $25 - $49 / hr
    50 - 249
    Serves Pittsburgh, PA

    Services provided

    50% CRM Consulting and SI
    15% AI Development
    15% ERP Consulting and SI +3 services
    10% Low/No Code Development
    5% Mobile App Development
    5% Web Development

    Cynoteck Technology Solutions Pvt. Ltd. is a CRM Consulting and Systems Integration company recognized for its strong work ethic and effective project management. The company successfully developed a robust CRM system for a real estate client, with 100% of feedback highlighting their responsiveness and eagerness to meet client needs.

    See all 31 projects
    1 of 1 CRM Consulting and SI reviews are 5 stars
    $200,000 – $999,999 avg. project cost

    CRM Consulting and SI PROJECT HIGHLIGHT

    CRM Development for Coworking Space Company

    5.0 — Cynoteck Technology Solutions Pvt. Ltd. has been hired to develop a CRM system for a coworking space company. The team handles the entire development process. Read more
    Read 1 Review

    Industry Experience

    Cynoteck Technology Solutions Pvt. Ltd. has demonstrated expertise across various industries, including healthcare, real estate, manufacturing, sports, education, and consulting. Clients have praised their attention to detail, responsiveness, and ability to deliver high-quality solutions tailored to industry-specific needs. In healthcare, they excelled in building RPA tools; in real estate, they developed robust CRMs; and in education, they provided comprehensive online learning solutions. Overall, feedback highlights their strong project management and commitment to client satisfaction, making them a versatile partner for diverse projects.

    Read All Reviews

    Select Industry to see insights

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

    Average Project Cost Breakdown

    $10,000 to $49,000 (10) Less than $10,000 (8) $50,000 to $199,999 (2) $200,000 to $999,999 (2)

    What Clients Have Said

    Cynoteck Technology Solutions Pvt. Ltd. is frequently praised for its cost-effectiveness and value for money. Clients noted that the company's pricing fits within their budgets while delivering high-quality results. For example, one client emphasized that Cynoteck provided 'good value for cost' and another highlighted their 'excellent communication' and 'timely delivery' as key factors contributing to overall satisfaction. The sentiment is overwhelmingly positive, with many clients expressing a willingness to recommend Cynoteck based on their competitive pricing and reliable service.
    Read All Reviews
    $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
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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
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  • Mopshy Logotype

    Not yet reviewed

    Undisclosed
    $50 - $99 / hr
    2 - 9
    Pittsburgh, PA

    Services provided

    30% CRM Consulting and SI
    50% AI Development
    20% Web Development

    Mopshy is a Pittsburgh, Pennsylvania-based AI firm. The team provides Artificial Intelligence and CRM consulting and SI.

    Read more
    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
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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

    See All Locations (2)
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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

    30.5/40.0
    16.2/20 Reviews
    9.2/10 Clients & Experience
    5.1/10 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. Mopshy Logotype

    Mopshy

    Undisclosed
    $50 - $99 / hr
    2 - 9
    Pittsburgh, PA

    Ability to deliver

    3.7/40.0
    0/20 Reviews
    0/10 Clients & Experience
    3.7/10 Market Presence

    Service focus

    30% CRM Consulting and SI
    70% 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

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