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Top CRM Consultants in Pittsburgh

Ratings Updated: September 11, 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 Reasonable pricing

    Set2Close has received positive feedback regarding its reasonable pricing, which clients found to be a significant advantage. One client noted that the pricing fit their budget, while another appreciated the variety of packages offered, stating it felt like good value for the cost. Additionally, a client emphasized that the pricing was unique from a small business perspective, highlighting the flexibility and support provided despite the affordability. Overall, the sentiment reflects satisfaction with the cost-effectiveness of Set2Close's services.
    • CRM Consulting & SI for Manufacturing Co
      5.0 Mar 3, 2025

      Reasonable price, very flexible with what they helped on. Their entire team went above and beyond to answer my questions - even those outside the original scope of work.

      Read Full Review
    • CRM Consulting & SI for Transportation Co
      5.0 Mar 24, 2025

      The pricing was unique, looking at it from a small business standpoint. Also, I never really knew of companies who offered such training and services. VERY UNIQUE..

      Read Full Review
    • CRM Consulting for Design-Build Firm
      5.0 Aug 19, 2025

      I appreciated that you offered a number of different packages, most of the time companies don't have a wide range and it feels like they are just squeezing money out of you. I felt like it was nice to have the option with minimal help but someone there to guide you through the process. I felt like, for the service given, it was well worth the money spent.

      Read Full Review
    Read All Reviews
    15 of 15 reviews are 5 stars
    15 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, Set2Close has garnered positive feedback for its organized and detail-oriented approach to CRM implementations, particularly with HubSpot. Clients praised team members like Jeremy and Miles for their expertise, patience, and ability to tailor solutions to specific needs. Notable outcomes included enhanced sales automation and improved team confidence in using HubSpot. Overall, clients expressed satisfaction with the company's responsiveness and support, with many indicating a strong willingness to continue collaboration.
    Read 15 Recent Reviews

    View projects from:

    United States (71) Canada (20) 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

    5.0 104 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 Consultancy specializing in CRM Implementation, CRM Integration, and Customer Relationship Management Consulting. The company consistently receives positive feedback, with clients highlighting their professionalism, responsiveness, and ability to deliver projects on time. Approximately 100% of reviewers commend their effective communication and alignment with client company values, underscoring their expertise in CRM & Systems Integration.

    See all 104 projects
    16 of 16 reviews are 5 stars
    12 new reviews for CRM Consulting and SI services
    Less than $10,000 avg. project cost

    Reviewed 16 times in the past 6 months

    In recent reviews, clients have consistently praised Peeklogic, LLC for their strong project management, effective communication, and high-quality deliverables. Notably, one client highlighted their ability to restore a project abandoned by a previous contractor, resulting in a stable integration that improved customer experience. Another emphasized the team's responsiveness and expertise in Salesforce, leading to enhanced operational efficiency. Overall, client sentiment is overwhelmingly positive, with no significant areas for improvement identified.
    Read 16 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 49 Reviews

    Industry Experience

    Peeklogic, LLC has received positive feedback across various industries, including Information Technology, Financial Services, Medical, and Consumer Products. Clients commend their strong project management, responsiveness, and ability to deliver timely and effective Salesforce integrations and custom solutions. Their expertise in managing complex CRM environments and automating processes has notably improved operational efficiency and customer interactions. Overall, Peeklogic's strengths lie in their adaptability and collaborative approach, making them a suitable partner for clients in technology-driven sectors.

    Read All Reviews

    Select Industry to see insights

    Software Chemicals & Biotechnology Telecommunications Advertising & marketing Real estate Education Transportation Arts, entertainment & music Retail Nonprofit Consumer Products Automotive Information technology Other industries Consulting Legal Construction Hospitality & leisure Business services Healthcare IT Services Non-profit Consumer products & services Manufacturing Financial services Medical
    $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
    Computan Logotype

    Computan

    4.8 47 reviews
    Premier 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 company that specializes in HubSpot and WordPress integration, offering services such as website development, CMS management, and CRM integration. The reviews reflect overwhelmingly positive feedback, with approximately 85% highlighting their technical fluency and timely delivery. A significant 70% of reviewers commend their adaptability and communication, emphasizing their role as a dependable partner rather than just a vendor.

    See all 47 projects

    Reviews mention Exceptional results

    Computan has received exceptional feedback for their professionalism and expertise, with one client noting 'very good results to projects and generally in a timely manner.' Their organized approach to project management, utilizing tools like Freedcamp, was highlighted as effective. Clients appreciate the team's positive attitude and responsiveness, despite minor delays due to time differences, indicating a strong overall satisfaction with the outcomes delivered.
    • HubSpot Migration for Advanced Enterprise Analytics Firm
      5.0 Aug 5, 2020

      The ease of use that I have now without the website needing complex code is great. Performance-wise, the speed of the website has also improved. The cost was extremely affordable for the quality, speed, and size of the project. Computan’s knowledge of HubSpot was exceptional. They were able to cleanly develop on HubSpot in a way that allowed us to go in without knowing any code and create and modify website pages.

      Read Full Review
    • Ongoing Web Dev & Maintenance for Management Consultancy
      5.0 Oct 9, 2019

      The project delivered very good results in a timely manner. The company's professionalism and expertise were particularly impressive.

      Read Full Review
    Read All Reviews

    Industry Experience

    Computan has received positive feedback across various industries, including manufacturing, education, advertising & marketing, and business services. Clients appreciate their expertise in web development, maintenance, and custom solutions, often noting quick response times and strong communication. In manufacturing, they enhanced website speed and user engagement, while in education, they effectively integrated systems. Overall, Computan is regarded as a reliable partner, excelling particularly in sectors requiring tech support and digital transformations.

    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 Telecommunications Hospitality & leisure Nonprofit Information technology Research Other Industry Manufacturing Business services

    Average Project Cost Breakdown

    $10,000 to $49,000 (23) Less than $10,000 (7) $50,000 to $199,999 (4) $1,000,000 to $9,999,999 (1)

    What Clients Have Said

    Computan is often praised for its competitive pricing and overall value for money. Clients have highlighted that their costs align well with budgets while delivering high-quality output. For instance, one client noted that Computan's services saved them significant labor costs, while another remarked on the exceptional quality of work relative to the cost, stating, 'I have not seen this level of quality for the cost in any agency I have worked with.' Overall, feedback indicates a strong sentiment that Computan provides excellent value for their services.
    Read All Reviews

    View projects from:

    United States (35) Canada (11) Finland (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?

    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

    Reviews mention Patient

    Clients consistently express high satisfaction with CloudMasonry's patience and adaptability throughout projects. One client noted their willingness to regroup and accommodate changes swiftly, stating, "They’ve been very accommodating and quick to pivot when changes are requested." The project manager's proactive communication and availability were also highlighted, reinforcing the sentiment of patience and support. Overall, feedback indicates that CloudMasonry excels in maintaining a collaborative and understanding approach, making them a favorable partner for complex projects.
    • Multi-Line Processing for IT Company
      5.0 Oct 22, 2021

      It has been an absolute pleasure working with the Cloud Masonry team as they are easy to work with, approachable, patient with us when we've had to regroup and they've been very accommodating and quick to pivot when changes are requested of them. They quickly provided estimates and new plans for next steps and resources needed to move forward.

      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 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
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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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