Top CRM Consultants in Dundee
17 Companies
List of the Top Dundee CRM Companies
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Featured
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$5,000+$200 - $300 / hr10 - 49Serves Dundee, 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 Receptive
Clients have expressed a highly receptive sentiment towards Set 2 Close, noting their attentiveness to specific needs and effective communication. One client highlighted their 'intentive' approach, stating they developed tracking strategies tailored to the company's requirements. Another emphasized their prompt responses and thorough understanding of the client's use case for HubSpot. Overall, feedback indicates that Set 2 Close not only met but exceeded client expectations, fostering a collaborative and professional relationship.-
Sales & CRM Consulting & SI for Machine Tool Company
5.0 Sep 15, 2025Delivered the outcomes desired following weekly virtual meetings to discuss and meet our company needs. Set 2 Close was very attentive to our needs and wants and developed the tracking strategies based on those needs. Very easy to work with and always kept our needs in mind while directing us in a more natural flow of tracking.
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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?
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.
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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?
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$10,000+$25 - $49 / hr50 - 249Serves Dundee, 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.
Reviews mention Communicative
The feedback regarding Cynoteck Technology Solutions Pvt. Ltd. highlights their strong communication skills, with clients noting their 'proactive communication' and 'direct connects to the team.' One client emphasized that the team 'communicated throughout the process to ensure we got the product we wanted,' demonstrating their commitment to transparency and responsiveness. Overall, clients expressed high satisfaction with Cynoteck's communicative approach, which facilitated smooth project management and timely delivery.-
Web Portal Dev for IT Services Organization
5.0 Apr 30, 2022Direct connects to the team, members take overall responsibility and are very proactive in their communication.
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Office365 Implementation for School
5.0 Sep 29, 2020The fact that the Cynoteck team were so brilliant in their approach towards the project and communication with us, helped speed up the project delivery at such a critical time and there were no hiccups or roadblocks.
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App Design & Dev for CRM Software Company
5.0 Jun 22, 2020Their team regularly complied with deadlines and always communicated delays well ahead of time. Clients have direct access to both project managers and the wider team behind them.
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Internal Training Web Dev for Design & Marketing Studio
5.0 May 6, 2020Project management was smooth as usual, communication was done using Skype to interface, and even though they are overseas, they are very accommodating on time consideration for the time differences.
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Software Development for App Designer
5.0 Oct 1, 2019Project management is very effective while working on every phase of the projects. Communication is always prompt and clear. If any clarification is ever needed it is always made known so that the correct expectation is achieved.
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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.
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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?
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$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-usersView PackagesCRM 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, AutomationsWas this helpful?
$5,000+$200 - $300 / hr50 - 249Serves Dundee, 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.
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?
6 of 6 CRM Consulting and SI reviews are 5 stars1 new review for CRM Consulting and SI in past 6 months$50,000 – $199,999 avg. project costRead 6 ReviewsCRM Consulting and SI PROJECT HIGHLIGHT
CRM Consulting & SI for Pharmaceutical Consulting Firm
5.0 — A pharmaceutical consulting firm hired CloudMasonry to digitize their lead conversion process using Pardot. The team also helped the client switch from email alerts to Salesforce for lead Read moreWas 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.
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Publishing Education Insurance Financial services Nonprofit IT Services Utilities Arts, entertainment & music Consumer Products PharmaceuticalsWas this helpful?
See All Locations (3)New York, NY
33 Irving Place
New York, NY 1000310 - 15
888-668-2525
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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.
1 of 1 reviews is 5 stars$50,000 – $199,999 avg. project costRead 1 Recent ReviewReviewed 1 time in the past 6 months
In recent reviews, clients have expressed high satisfaction with Clear Click's tailored approach to digital marketing. One client highlighted their impressive ability to understand business needs, resulting in effective campaign strategies that improved engagement and conversions. The company's consistent communication and project management were also praised, with regular updates and meetings enhancing collaboration. Overall, the sentiment is overwhelmingly positive, with clients recommending Clear Click for their professionalism and alignment with business goals.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?
Review Rating from Dundee Clients
5.0/5.0
Quality
5.0
Schedule
5.0
Cost
5.0
Willing to Refer
5.0
Forfar-based clients praise Clear Click for their tailored digital marketing strategies, focusing on lead generation and business growth. They excel in campaign management, delivering measurable improvements in traffic and engagement for clients like AM Phillip Trucktech. Their personalized, professional approach is highly valued locally.Read All Reviews -
$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+$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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$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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$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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$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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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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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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$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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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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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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$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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$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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$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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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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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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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:
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List of the Top 1 Dundee 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+$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 -
$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 -
$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 -
$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 -
UndisclosedUndisclosed2 - 9Aberdeen, Scotland
Ability to deliver
0/40.00/20 Reviews0/10 Clients & Experience0/10 Market PresenceService focus
20% CRM Consulting and SI80% 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 -
$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 -
UndisclosedUndisclosed10 - 49Glasgow , Scotland
Ability to deliver
0/40.00/20 Reviews0/10 Clients & Experience0/10 Market PresenceService focus
15% CRM Consulting and SI85% 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 -
$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 -
$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 -
$10,000+$150 - $199 / hr2 - 9Glasgow, 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
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