Top CRM Consultants in Scotland
17 Companies
List of the Top Scotland CRM Companies
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Featured
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$5,000+$200 - $300 / hr10 - 49Serves ScotlandServices provided
80% CRM Consulting and SI20% Business ConsultingSee all 81 projectsSet2Close is a CRM Consultancy firm specializing in CRM Implementation, CRM Integration, and Customer Relationship Management Consulting. The company consistently receives high praise for its responsive and knowledgeable staff, effective CRM Systems Integration, and customer-focused approach, as reflected in 100% positive feedback. Many clients highlight the firm's ability to deliver projects on time and its strategic guidance, with 85% mentioning the value-for-cost proposition.
Reviews mention Unique expertise
Clients consistently highlighted Set2Close's unique expertise as a key strength, noting their deep knowledge of CRM architecture and sales process optimization. For instance, the CEO of Loop ERP praised their proactive approach in identifying gaps and suggesting strategic improvements, while the President of Bruco Agency emphasized their ability to deliver sophisticated reporting and operational efficiency. Overall, feedback reflects a highly positive sentiment regarding Set2Close's capability to provide tailored, expert solutions that significantly enhance client operations.-
LinkedIn Marketing Services for Outsourced Accounting Co
5.0 Jun 20, 2025Set 2 Close's expertise was terrific; their advice was tangible and practical. I could--and continue to--use what I learned from week to week.
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Sales & Lead Gen Funnel Refining for Digital Mktg Agency
5.0 Nov 28, 2025Thanks to their expertise, we now have sophisticated reporting on email flow performance, lead journeys, and a detailed sales leaderboard, giving us the data necessary to understand our business functions and strategically plan long-term initiatives, including the development of our loyalty program.
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CRM System Implementation for ERP Platform Company
5.0 Dec 3, 2025Set2Close's consulting staff brought a high level of expertise and industry understanding to the project, consistently demonstrating deep knowledge of CRM architecture, sales process optimization, and marketing automation best practices. They went above and beyond the standard scope by proactively identifying gaps, suggesting improvements, and offering strategic guidance that strengthened both the technical setup and the operational workflows.
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20 of 20 reviews are 5 stars19 new reviews for CRM Consulting and SI servicesLess than $10,000 avg. project costRead 20 Recent ReviewsReviewed 20 times in the past 6 months
In the last six months, Set2Close has received overwhelmingly positive feedback from clients, highlighting their expertise in HubSpot onboarding and CRM implementations. Clients praised their flexibility, responsiveness, and ability to provide tailored solutions. For instance, one CEO noted their 'depth of knowledge' and 'comprehensive guidance' that facilitated effective onboarding. Another client commended their project management for timely deliverables and proactive support. Overall, clients expressed high satisfaction with the value provided, with many stating they would recommend Set2Close without reservations.Was this helpful?
60 of 65 CRM Consulting and SI reviews are 5 stars19 new reviews for CRM Consulting and SI in past 6 monthsLess than $10,000 avg. project costRead 65 ReviewsCRM Consulting and SI PROJECT HIGHLIGHT
HubSpot Onboarding Services for SaaS Platform
5.0 — Set 2 Close provided HubSpot onboarding services for a SaaS platform. The team was responsible for setting up the tool, providing training and troubleshooting, and offering video support. Read moreWas this helpful?
Industry Experience
Set2Close has garnered positive feedback across various industries, including Medical, Financial Services, Consulting, and Manufacturing. Clients commend their expertise in HubSpot implementation, project management, and responsiveness. In the Medical sector, they excelled in onboarding and optimizing systems for surgical models. In Financial Services, they are praised for effective CRM training. Their strengths lie in understanding unique business needs and providing tailored solutions, establishing them as a reliable partner for organizations across diverse fields seeking CRM optimization and sales process enhancement.
Read All ReviewsSelect Industry to see insights
Restaurants Wellness & Fitness Consulting Insurance Business services Consumer Products Retail Non-profit Information technology Arts, entertainment & music Education Agriculture Real estate Advertising & marketing Financial services Construction Transportation Software IT Services Other Industry Healthcare Human Resources Medical ManufacturingWas this helpful?
$10,000+$25 - $49 / hr50 - 249Serves ScotlandServices provided
50% CRM Consulting and SI10% AI Agents10% AI Development +3 services10% ERP Consulting and SI10% Low/No Code Development10% Web DevelopmentSee all 31 projectsCynoteck Technology Solutions Pvt. Ltd. is a CRM Consulting and Systems Integration company known for its strong work ethic and effective project management. They deliver robust CRM solutions with high responsiveness and eagerness to meet client needs, as evidenced by positive feedback from all reviewers.
1 of 1 CRM Consulting and SI reviews are 5 stars1 new review for CRM Consulting and SI in past 6 months$200,000 – $999,999 avg. project costRead 1 ReviewCRM 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 moreWas this helpful?
Industry Experience
Cynoteck Technology Solutions Pvt. Ltd. has demonstrated strong capabilities across various industries, including Healthcare, Real Estate, Manufacturing, Sports, Nonprofit, Consulting, Advertising & Marketing, Legal, Food & Beverages, and IT Services. Clients praised their expertise in developing RPA tools, CRMs, and websites, as well as their responsiveness and project management. They are particularly well-regarded in Healthcare and Real Estate for their innovative solutions and timely delivery, making them a suitable partner for organizations seeking technological advancements.
Read All ReviewsSelect Industry to see insights
Real estate Healthcare Manufacturing Sports Nonprofit Advertising & marketing Legal Cannabis Food & Beverages IT Services Software Education Arts, entertainment & music Retail Legal Information technology Utilities ConsultingWas this helpful?
Average Project Cost Breakdown
Read All ReviewsWhat Clients Have Said
Cynoteck Technology Solutions Pvt. Ltd. is frequently praised for providing good value for cost, with clients noting that their pricing fits within budget constraints while delivering high-quality results. One client remarked on their 'good value for cost,' while another highlighted that their deliverables exceeded expectations. Overall, the sentiment is positive, with many clients expressing satisfaction with the balance between cost and the quality of services received.Was this helpful?
More responsive than most other service providers
Get in TouchCynoteck Technology Solutions Pvt. Ltd. is very responsive
They are a great candidate to start a conversation with. Send them a short message or project inquiry.Was this helpful?
$5,000+$200 - $300 / hr50 - 249Serves ScotlandServices provided
100% CRM Consulting and SISee all 15 projectsCloudMasonry 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.
Reviews mention Efficient
Clients consistently praised CloudMasonry for their efficiency in project execution. One client highlighted their consultant's ability to deliver items on time, stating she was 'extremely efficient, thorough, and flexible.' Another review noted the team's 'timely, efficient and professional' service, while a third emphasized the seamless workflow and flexibility in scheduling. Overall, the sentiment surrounding CloudMasonry's efficiency is overwhelmingly positive, with multiple clients expressing satisfaction with timely deliverables and effective communication.-
CRM Consulting for University
5.0 Dec 19, 2023Describe their project management. Did they deliver items on time? How did they respond to your needs? Timely, efficient and professional. What did you find most impressive or unique about this company? They've been incredibly responsive to our needs. If an issue arises, we are able to work with them to solve it quickly.
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Client Turnkey System for Events & Hospitality Company
5.0 Aug 8, 2020How effective was the workflow between your team and theirs? Excellent! They were flexible with our schedule and extremely efficient every time we worked together. Our project was accomplished in the predicted timeline and on budget. The deliverables met our expectations. CM felt truly engaged in our process. They provided insight into best-practices.
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1 of 1 reviews is 5 stars1 new review for CRM Consulting and SI services$10,000 – $49,000 avg. project costRead 1 Recent ReviewReviewed 1 time in the past 6 months
In the past six months, CloudMasonry has received positive feedback for their effective project management and knowledgeable team. A recent review highlighted the successful digitization of lead conversion processes, resulting in streamlined data reporting. Clients appreciated the guidance provided by their consultant, Ishan, noting satisfaction with project outcomes. Overall, the sentiment is highly favorable, with no reported areas for improvement.Was this helpful?
Industry Experience
CloudMasonry has received positive feedback across various industries, including Publishing, Education, Insurance, Financial Services, Nonprofit, IT Services, Utilities, Arts, Entertainment & Music, and Pharmaceuticals. Clients praise their expertise in Salesforce implementation, project management, and proactive communication. The overall sentiment is highly favorable, highlighting their strengths in understanding client needs and delivering on time. Educational institutions and financial services firms particularly commend their ability to enhance communication strategies and optimize reporting, making them a strong fit for clients in these sectors.
Read All ReviewsSelect Industry to see insights
Publishing Education Insurance Financial services Nonprofit IT Services Utilities Arts, entertainment & music Consumer Products PharmaceuticalsWas this helpful?
Average Project Cost Breakdown
Read All ReviewsWhat Clients Have Said
Clients consistently noted CloudMasonry's excellent value for money, highlighting their competitive pricing and high-quality service. One client remarked on their 'good value for cost,' while another emphasized that CloudMasonry 'fit our budget' without compromising on expertise. Overall, sentiments are overwhelmingly positive, with many clients praising their ability to deliver projects on time and on budget, further affirming the company's commitment to providing substantial value.Was this helpful?
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$1,000+$100 - $149 / hr2 - 9Edinburgh, Scotland
Services provided
33% CRM Consulting and SI34% Search Engine Optimization33% Pay Per ClickSee all 6 projectsClear Click is a digital marketing agency known for its expertise in SEO, PPC, and performance marketing campaigns. The company receives overwhelmingly positive feedback, with over 90% of reviewers highlighting their professional communication, tailored strategies, and ability to understand client needs. Clients appreciate their timely delivery and proactive project management, making them a preferred partner for enhancing online presence and driving business growth.
Average Project Cost Breakdown
Read All ReviewsWhat Clients Have Said
Clients consistently highlight Clear Click's affordability and value for money, noting that their pricing fits within budget while delivering good results. For instance, a Marketing Manager from Oya Kitchens emphasized the 'good value for cost,' and another client remarked on Clear Click's 'pricing fit our budget.' Overall, the sentiment is positive, with clients appreciating the high level of service and responsiveness relative to the cost of engagement.Was this helpful?
More responsive than most other service providers
Get in TouchClear Click is very responsive
They are a great candidate to start a conversation with. Send them a short message or project inquiry.Was this helpful?
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$10,000+$100 - $149 / hr10 - 49Edinburgh, Scotland
Services provided
50% CRM Consulting and SI25% AI Development25% BI & Big Data Consulting & SIOptima Connect is a CRM consulting and SI company. The Edinburgh, Scotland-based team offers CRM consulting and SI and BI & big data consulting & SI.
Read moreMore responsive than most other service providers
Get in TouchOptima Connect is very responsive
They are a great candidate to start a conversation with. Send them a short message or project inquiry.Was this helpful?
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UndisclosedUndisclosed10 - 49Edinburgh , Scotland
Services provided
25% CRM Consulting and SI25% Cloud Consulting & SI25% Custom Software Development +2 services15% Business Consulting10% Web DesignCompanyNet is an Edinburgh , Scotland-based software development firm. They specialize in Custom Software Development and cloud consulting & SI and were established in 1996.
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$5,000+$100 - $149 / hr2 - 9Glasgow , Scotland
Services provided
10% CRM Consulting and SI20% Email Marketing20% Search Engine Optimization +4 services15% Conversion Optimization15% Pay Per Click10% Web Design10% Web DevelopmentSee all 1 projectsThe Munro Agency provides comprehensive CRM Consultancy, CRM Implementation, Customer Relationship Management Consulting, and CRM Services. Their clients consistently praise their ability to generate leads and sales, timely project delivery, and exceptional team collaboration, citing significant contributions to their business growth.
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Undisclosed$50 - $99 / hr2 - 9Cambuslang, Scotland
Services provided
25% CRM Consulting and SI40% IT Managed Services15% Cybersecurity +2 services10% Cloud Consulting & SI10% IT Strategy ConsultingInettek is an IT managed services company. Established in 2006, the agency provides IT managed services and CRM consulting and SI.
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$5,000+$200 - $300 / hr10 - 49Edinburgh, Scotland
Services provided
10% CRM Consulting and SI10% AI Development10% Application Testing +7 services10% BI & Big Data Consulting & SI10% Cloud Consulting & SI10% Conversion Optimization10% Digital Strategy10% IT Strategy Consulting10% Marketing Strategy10% Other Digital MarketingBased in Edinburgh, Scotland and London, England, Lynchpin Analytics is a small Marketing Strategy company. The team focuses on Marketing Strategy and Digital Strategy.
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$1,000+Undisclosed10 - 49Glasgow, Scotland
Services provided
10% CRM Consulting and SI55% IT Managed Services15% Cybersecurity +2 services10% Cloud Consulting & SI10% IT Strategy ConsultingClickNetworks is an IT managed services company. The Glasgow, Scotland-based team provides IT managed services and Cybersecurity.
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$1,000+$100 - $149 / hr2 - 9Glasgow, Scotland
Services provided
10% CRM Consulting and SI25% Cybersecurity10% BI & Big Data Consulting & SI +8 services10% Cloud Consulting & SI10% IT Managed Services10% Other IT Consulting and SI5% ECM Consulting and SI5% ERP Consulting and SI5% IT Staff Augmentation5% IT Strategy Consulting5% Unified Communications Consulting & SIAuxilium It Consultancy is a Cybersecurity company founded in 2010. Their services include Cybersecurity and BI & big data consulting & SI.
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$5,000+$100 - $149 / hr2 - 9Glasgow , Scotland
Services provided
30% CRM Consulting and SI50% IT Strategy Consulting20% ERP Consulting and SIFounded in 2008, Cofficient is a small IT strategy consulting company. Their services include IT strategy consulting and CRM consulting and SI.
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UndisclosedUndisclosed2 - 9Aberdeen, Scotland
Services provided
20% CRM Consulting and SI20% E-Commerce Development20% Product Design +2 services20% Web Design20% Web DevelopmentMarketec is a web design company. The agency is based in Aberdeen, Scotland. Their services include Web Design and Product Design.
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UndisclosedUndisclosed2 - 9Glasgow , Scotland
Services provided
20% CRM Consulting and SI20% Custom Software Development20% E-Commerce Development +2 services20% Mobile App Development20% Web DevelopmentX402 Limited, a custom software development company, is located in Glasgow , Scotland. The team specializes in Custom Software Development and CRM consulting and SI.
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UndisclosedUndisclosed10 - 49Glasgow , Scotland
Services provided
15% CRM Consulting and SI15% Custom Software Development15% IT Managed Services +4 services15% Mobile App Development15% Web Design15% Web Development10% Cloud Consulting & SISoftware development firm Talon Business Solutions was launched in 1990. The team specializes in Custom Software Development and CRM consulting and SI and is in Glasgow , Scotland.
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$10,000+$50 - $99 / hr10 - 49Kincardine, Scotland
Services provided
16% CRM Consulting and SI20% IT Managed Services16% BI & Big Data Consulting & SI +3 services16% Cloud Consulting & SI16% ERP Consulting and SI16% IT Strategy ConsultingAXImprove Ltd is an IT managed services company. Their team is based in Coventry, England and Kincardine, Scotland. The firm provides IT managed services and IT strategy consulting.
Read moreSee All Locations (4)Kincardine, Scotland
4 Chapel Street
Kincardine, Scotland FK10 4NF10 - 15
+44 1259 692565
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UndisclosedUndisclosed2 - 9East Kilbride, Scotland
Services provided
15% CRM Consulting and SI70% E-Commerce Development15% AccountingIn East Kilbride, Scotland, Besyncly is a small e-commerce development firm. The team provides E-Commerce Development and CRM consulting and SI.
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$5,000+$100 - $149 / hr10 - 49Glasgow, Scotland
Services provided
10% CRM Consulting and SI30% IT Managed Services30% IT Strategy Consulting +3 services10% Cloud Consulting & SI10% ERP Consulting and SI10% Unified Communications Consulting & SIBridgeall is an IT managed services company. The Glasgow, Scotland-based team provides IT managed services and IT strategy consulting.
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UndisclosedUndisclosed2 - 9Glasgow , Scotland
Services provided
30% CRM Consulting and SI35% Custom Software Development35% E-Commerce DevelopmentRakata Technology is a custom software development company based in Glasgow , Scotland. Founded in 2007, the team focuses on Custom Software Development and E-Commerce Development.
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$10,000+$150 - $199 / hr2 - 9Glasgow, Scotland
Services provided
20% CRM Consulting and SI15% Advertising15% Search Engine Optimization +4 services15% Social Media Marketing15% Web Design10% Market Research10% Marketing StrategyFounded in 2008, The Marketing Consultancy is a small Glasgow, Scotland-based CRM consulting and SI company. Their team specializes in CRM consulting and SI and Advertising.
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List of the Top 1 Scotland CRM Companies
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$1,000+$100 - $149 / hr2 - 9Edinburgh, Scotland
Ability to deliver
23.8/40.016.4/20 Reviews2.3/10 Clients & Experience5.2/10 Market PresenceService focus
33% CRM Consulting and SI67% Other -
$10,000+$100 - $149 / hr10 - 49Edinburgh, Scotland
Ability to deliver
4.9/40.00/20 Reviews0/10 Clients & Experience4.9/10 Market PresenceService focus
50% CRM Consulting and SI50% Other -
UndisclosedUndisclosed10 - 49Edinburgh , Scotland
Ability to deliver
5.5/40.00/20 Reviews0/10 Clients & Experience5.5/10 Market PresenceService focus
25% CRM Consulting and SI75% Other -
$5,000+$100 - $149 / hr2 - 9Glasgow , Scotland
Ability to deliver
8.2/40.00/20 Reviews2.7/10 Clients & Experience5.5/10 Market PresenceService focus
10% CRM Consulting and SI90% Other -
Undisclosed$50 - $99 / hr2 - 9Cambuslang, Scotland
Ability to deliver
4/40.00/20 Reviews0/10 Clients & Experience4/10 Market PresenceService focus
25% CRM Consulting and SI75% Other -
$5,000+$200 - $300 / hr10 - 49Edinburgh, Scotland
Ability to deliver
5.6/40.00/20 Reviews0/10 Clients & Experience5.6/10 Market PresenceService focus
10% CRM Consulting and SI90% Other -
$1,000+Undisclosed10 - 49Glasgow, Scotland
Ability to deliver
5.3/40.00/20 Reviews0/10 Clients & Experience5.3/10 Market PresenceService focus
10% CRM Consulting and SI90% Other -
$1,000+$100 - $149 / hr2 - 9Glasgow, Scotland
Ability to deliver
4.6/40.00/20 Reviews0/10 Clients & Experience4.6/10 Market PresenceService focus
10% CRM Consulting and SI90% Other -
$5,000+$100 - $149 / hr2 - 9Glasgow , Scotland
Ability to deliver
0/40.00/20 Reviews0/10 Clients & Experience0/10 Market PresenceService focus
30% CRM Consulting and SI70% Other -
UndisclosedUndisclosed2 - 9Aberdeen, Scotland
Ability to deliver
0/40.00/20 Reviews0/10 Clients & Experience0/10 Market PresenceService focus
20% CRM Consulting and SI80% Other -
UndisclosedUndisclosed2 - 9Glasgow , Scotland
Ability to deliver
0/40.00/20 Reviews0/10 Clients & Experience0/10 Market PresenceService focus
20% CRM Consulting and SI80% Other -
UndisclosedUndisclosed10 - 49Glasgow , Scotland
Ability to deliver
0/40.00/20 Reviews0/10 Clients & Experience0/10 Market PresenceService focus
15% CRM Consulting and SI85% Other -
$10,000+$50 - $99 / hr10 - 49Coventry, England
Ability to deliver
5.2/40.00/20 Reviews0/10 Clients & Experience5.2/10 Market PresenceService focus
16% CRM Consulting and SI84% Other -
UndisclosedUndisclosed2 - 9East Kilbride, Scotland
Ability to deliver
0/40.00/20 Reviews0/10 Clients & Experience0/10 Market PresenceService focus
15% CRM Consulting and SI85% Other -
$5,000+$100 - $149 / hr10 - 49Glasgow, Scotland
Ability to deliver
0/40.00/20 Reviews0/10 Clients & Experience0/10 Market PresenceService focus
10% CRM Consulting and SI90% Other -
UndisclosedUndisclosed2 - 9Glasgow , Scotland
Ability to deliver
0/40.00/20 Reviews0/10 Clients & Experience0/10 Market PresenceService focus
30% CRM Consulting and SI70% Other
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