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Top CRM Consultants in Pittsburgh

Ratings Updated: July 29, 2026

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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

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What are Featured Providers?
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.

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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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

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United States (71) Canada (20) Bulgaria (1)

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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 is a CRM Consulting and Systems Integration company specializing in Salesforce development, customization, and integration. Clients consistently praise their expertise, responsiveness, and strong project management, with 100% of reviews highlighting timely delivery and effective solutions. Their practical approach to seamlessly integrating external systems and enhancing Salesforce environments is notably impressive.

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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
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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
Overall, client feedback on Peeklogic, LLC highlights a strong sentiment regarding their cost-effectiveness and value for money. Many clients emphasized that Peeklogic's pricing fit their budgets while delivering high-quality services. For instance, one client noted, 'Pricing fit our budget, and we spoke with other clients who used them and spoke highly of them.' Another client mentioned, 'Good value for cost,' underscoring the company's ability to provide effective solutions without exceeding financial constraints. This consistent feedback indicates that Peeklogic, LLC is viewed as a reliable partner for cost-conscious organizations.
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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)

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$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
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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.

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Reviews mention Timely
CloudMasonry has received overwhelmingly positive feedback regarding their timeliness in project delivery. Clients consistently noted that projects were completed on or ahead of schedule, with one client stating they delivered 'items on time' and another highlighting their 'exceptional project management' and 'clear communication.' Their proactive approach in addressing potential delays and maintaining flexibility amidst changing requirements further underscores their commitment to timely execution. Overall, clients commend CloudMasonry for their reliability and efficiency in meeting deadlines.

Custom Software Development for Financial Services Company

5.0 Jun 7, 2024

Our consultant always delivered items on time, even if there were delays on our end of the partnership. She was extremely efficient, thorough, and flexible as we tried to keep up with her!
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CRM Consulting for University

5.0 Dec 19, 2023

Timely, efficient, and professional.
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Salesforce Automation & Functionality Dev for Direct Energy

5.0 Jan 27, 2021

CloudMasonry is always true to their word about what they’re going to deliver, and they’re consistently on time, sticking to or coming in under the budget.
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Salesforce Support for Publishing Company

5.0 Jan 23, 2025

They have strong foresight and product knowledge. Available throughout the day with quick timescales to respond to any queries. Project delivered on time with a smile on their faces!
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Salesforce Consulting for Cannabis Marketplace Platform

5.0 Feb 26, 2020

The team at CloudMasonry is full of active workers. Each week, we met to test and discuss the feedback, and then within the next week, they made the changes.
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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
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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.
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Education Arts, entertainment & music Publishing Insurance Financial services Nonprofit IT Services Utilities Pharmaceuticals Consumer Products

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United States (13) France (1) England (1)

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Robots & Pencils

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.

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Industry Experience

Robots & Pencils has demonstrated strong expertise in the Transportation industry, particularly in enhancing Salesforce implementations. Client feedback highlights their adaptability, effective communication, and comprehensive understanding of complex business needs. Their ability to integrate various systems and streamline processes within Salesforce has significantly improved operational efficiency. Overall sentiment indicates a positive experience, making them a suitable partner for companies in the Transportation sector seeking technology and process optimization.
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Transportation

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Average Project Cost Breakdown

$200,000 to $999,999 (1)

What Clients Have Said
Clients have generally found Robots & Pencils to offer good value for money, particularly appreciating their adaptability and thorough understanding of complex systems. One client noted the company's expertise in Salesforce integration as a key factor in their decision, highlighting the successful transition of sales processes into a unified system. However, there were concerns regarding the initial lack of in-house resources, which led to the use of contractors unfamiliar with the company's standards.
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Pittsburgh, PA

2818 Smallman Street
Pittsburgh, PA 15222
21 - 30

18665159897

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Merkle

Not yet reviewed

$5,000+

$150 - $199 / hr

1,000 - 9,999

Pittsburgh, PA

Services provided

25% CRM Consulting and SI

25% Digital Strategy

15% Email Marketing +3 services

15% Social Media Marketing

10% Content Marketing

10% Public Relations

Founded in 1971, Merkle is a large CRM consulting and SI company. Their team focuses on CRM consulting and SI and Digital Strategy.
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Pittsburgh, PA

680 Andersen Drive
Pittsburgh, PA 15220
101 - 150

412.733.7100

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Featured

What are Featured Providers?
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 Professional
Overall, Computan has received high praise for their professionalism across multiple reviews. Clients consistently highlighted their team’s responsiveness and commitment to quality work. For instance, one client noted, "They are very professional," while another remarked on the impressive speed and professionalism of their project manager. Additionally, clients appreciated the seamless communication and effective project management, emphasizing that Computan's dedication to client relationships significantly enhances their service delivery.

lackbaud + Hubspot API Integration for K-12 School

5.0 Sep 9, 2022

They are very professional.
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Landing Page Design for Custom Promotions Site

5.0 Oct 11, 2018

I valued the ability to get what I envisioned at an affordable rate. They were professional through the process and performed consistently. Their team knew exactly how to accomplish the complex work, but also respected my skills in the industry.
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Site Improvements for Automation Company

5.0 Sep 5, 2019

Sajeel Qureshi is our project manager and I have rarely worked with a vendor with the speed and professionality that Sajeel provides. Highly effective, friendly, and professional. Cannot ask for more in a project manager.
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Web Dev for Digital Asset Company

5.0 Feb 6, 2020

They were awesome. Computan was one of the most professional and accommodating companies that I’ve worked with. Computan’s responsiveness stood out most to me. There were a lot of quick turns on the project, as well as problems that needed to be solved very quickly. They put the right resources on the problem and met our very tight deadlines.
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HubSpot Development Support for Ad Agency

5.0 Sep 12, 2018

The account managers are on those calls to walk us through project statuses; they then send updates throughout the day. At this point in the relationship, the constant communication makes Computan feel like they’re a part of our team. We use Teamwork, but have also transitioned to using HubSpot services tools and creating tickets to send them. Computan works well with both tools. If it’s an emergency, the team is very responsive via email.
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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.
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Automotive Advertising & marketing Healthcare IT Services Education Beauty & Cosmetics Wellness & Fitness Software Logistics & Supply Chain Media Consulting Manufacturing Telecommunications Hospitality & leisure Nonprofit Information technology Business services Research Other Industry

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

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WIN Digital Solutions

Not yet reviewed

Undisclosed

Undisclosed

2 - 9

Pittsburgh, PA

Services provided

60% CRM Consulting and SI

40% IT Managed Services

WIN Digital Solutions is a CRM consulting and SI company. The Pittsburgh, Pennsylvania-based team specializes in CRM consulting and SI and IT managed services.
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Uptima

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.
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Innovative Systems, Inc.

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.
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CommerceConnect

Not yet reviewed

Undisclosed

Undisclosed

2 - 9

Venetia, PA

Services provided

20% CRM Consulting and SI

20% API Development

20% Cloud Consulting & SI +2 services

20% Custom Software Development

20% E-Commerce Development

CommerceConnect is a cloud consulting & SI company established in 2003. Their team provides cloud consulting & SI and CRM consulting and SI.
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RealogicWorks

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.
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TruSummit Solutions

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.
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Pittsburgh, PA

301 Grant Street, Suite 270
Pittsburgh, PA 15219

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Ability to deliver

Focus

Proven

Market Leaders

Emerging

Niche

Clutch Leaders Matrix

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1 Robots & Pencils

A Clutch Leaders Matrix provides a broad view of the top-performing companies in a particular service or location. Each company featured in a Leaders Matrix is evaluated based on Focus and Ability to Deliver. The size of each circle indicates that company’s size.

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Focus (x-axis)

Focus accounts for a company’s specialization within a certain service.

Ability to Deliver (y-axis)

Ability to Deliver considers three criteria:

Client feedback and reviews
Work experience and previous projects
Market presence and reputation in the industry

List of the Top 1 Pittsburgh CRM Companies

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

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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

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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

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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

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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

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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

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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

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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

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Top CRM Consultants in Pittsburgh

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Reviews mention Communicative

Sales Recruitment & Digital Marketing for Pest Control Co.

Sales Process Automation for SaaS Platform

B2B Lead Gen for Consulting & Technology Services Company

Sales Management & Marketing for Chemical Distribution Firm

CRM Consulting & SI for Design-Build Company

Reviewed 17 times in the past 6 months

Industry Experience

Select Industry to see insights

Custom CRM System Design for Monitoring Company

Average Project Cost Breakdown

What Clients Have Said

Dedicated Salesforce Team (Admin/Developer)

Reviews mention Timely

Custom Software Development for Financial Services Company

CRM Consulting for University

Salesforce Automation & Functionality Dev for Direct Energy

Salesforce Support for Publishing Company

Salesforce Consulting for Cannabis Marketplace Platform

Salesforce Support for Publishing Company

Industry Experience

Select Industry to see insights

Industry Experience

Select Industry to see insights

Average Project Cost Breakdown

What Clients Have Said

Reviews mention Professional

lackbaud + Hubspot API Integration for K-12 School

Landing Page Design for Custom Promotions Site

Site Improvements for Automation Company

Web Dev for Digital Asset Company

HubSpot Development Support for Ad Agency

Industry Experience

Select Industry to see insights

Average Project Cost Breakdown

What Clients Have Said

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