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Top CRM Consultants in Edinburgh

Ratings Updated: March 20, 2026
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1 Leaders 15 Contenders

16 Companies

Country: Scotland
City: Edinburgh
Services: CRM Consulting and SI

List of the Top Edinburgh CRM Companies

  • Featured

    What are Featured Providers?

    Set2Close Logotype

    Set2Close

    5.0 88 reviews
    Premier Verified
    $5,000+
    $200 - $300 / hr
    10 - 49
    Serves Edinburgh, Scotland

    Services provided

    80% CRM Consulting and SI
    20% Business Consulting

    Set2Close is a CRM Consultancy specializing in CRM Implementation and Customer Relationship Management Integration. The company consistently receives high praise for its tailored solutions, with 100% of reviewers highlighting their expertise and responsiveness. Many clients (over 70%) commend the personalized support and seamless project management that enhances operational efficiency and business growth.

    See all 88 projects

    Reviews mention Great team

    The feedback regarding Set 2 Close highlights their exceptional team, characterized by effective communication and a seamless integration into the client's business. Clients praised the team for their understanding of goals and for fostering a collaborative environment, noting, 'The people we worked with from this team are just all-around great people.' Overall, the sentiment is overwhelmingly positive, with no suggestions for improvement indicated.
    • CRM Consulting & SI for Healthcare Platform
      5.0 Dec 20, 2024

      The team was very timely and on top of scheduling and process. They responded to all our needs. The team was impressive and unique in their approach.

      Read Full Review
    • HubSpot CRM Consulting for Insect Agriculture Co
      5.0 Feb 20, 2025

      We have a very unique business structure and Set 2 Close listened thoroughly and answered the questions in a thoughtful way. They helped us problem solve and always followed up with our questions on time.

      Read Full Review
    • Web Migration & CRM Consulting for Landscape Supply Dealer
      5.0 Mar 13, 2025

      Their attentiveness and care for our concerns. When I approached them I was in a bit of a time crunch, which caused some panic. However, they were excellent in working with me at the pace I needed to get everything accomplished. Was assigned a great team who helped me throughout!

      Read Full Review
    Read All Reviews
    66 of 71 CRM Consulting and SI reviews are 5 stars
    21 new reviews for CRM Consulting and SI in past 6 months
    Less than $10,000 avg. project cost

    CRM 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 more
    Read 71 Reviews

    Industry Experience

    Set2Close has demonstrated strong expertise across various industries, including Manufacturing, Information Technology, Financial Services, and Education. Clients consistently commend the team's effective HubSpot training, CRM implementation, and sales process optimization. Overall sentiment is overwhelmingly positive, with notable strengths in customer engagement, responsiveness, and tailored solutions. Companies in fast-paced environments, such as manufacturing and IT, particularly benefit from their innovative approaches and seamless integration of systems.

    Read All Reviews

    Select Industry to see insights

    Restaurants Wellness & Fitness Consulting Insurance Consumer Products Retail Non-profit Arts, entertainment & music Education Agriculture Real estate Business services Advertising & marketing Financial services Construction Transportation Software IT Services Other Industry Healthcare Human Resources Medical Supply Chain, Logistics, and Transport Manufacturing Information technology

    Average Project Cost Breakdown

    Less than $10,000 (63) $10,000 to $49,000 (7) $50,000 to $199,999 (2)

    What Clients Have Said

    Clients consistently praised Set2Close for offering excellent value for money, noting that their pricing fit within budget constraints while delivering high-quality services. One client remarked, "Good value for cost," while another emphasized the company's flexibility and responsiveness. Many reviews highlighted the effectiveness of their training and support, stating that the investment in Set2Close led to significant improvements in processes and efficiency, making them a recommended partner for businesses seeking cost-effective solutions.
    Read All Reviews
    View Profile Visit Website
    CloudMasonry Logotype

    CloudMasonry

    5.0 15 reviews
    Premier Verified
    $5,000+
    $200 - $300 / hr
    50 - 249
    Serves Edinburgh, Scotland

    Services provided

    100% CRM Consulting and SI

    CloudMasonry 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.

    See all 15 projects
    1 of 1 reviews is 5 stars
    1 new review for CRM Consulting and SI services
    $10,000 – $49,000 avg. project cost

    Reviewed 1 time in the past 6 months

    In recent reviews, clients have expressed high satisfaction with CloudMasonry, particularly praising the expertise of team member Ishan. One client highlighted the successful digitization of their lead conversion process, which improved data reporting and streamlined operations. The company's responsiveness and project management were also commended, with no significant areas for improvement noted. Overall, the sentiment is overwhelmingly positive, indicating CloudMasonry's strong capability in meeting client needs.
    Read 1 Recent Review
    6 of 6 CRM Consulting and SI reviews are 5 stars
    1 new review for CRM Consulting and SI in past 6 months
    $50,000 – $199,999 avg. project cost

    CRM 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 more
    Read 6 Reviews

    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 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.
    Read All Reviews

    View projects from:

    United States (13) France (1) England (1)
    View Profile Visit Website
  • Clear Click Logotype

    4.8 6 reviews
    $1,000+
    $100 - $149 / hr
    2 - 9
    Edinburgh, Scotland

    Services provided

    33% CRM Consulting and SI
    34% Search Engine Optimization
    33% Pay Per Click

    Clear 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.

    See all 6 projects

    Reviews mention Timely

    Overall, Clear Click has received positive feedback regarding their timeliness and responsiveness. Clients consistently reported that deliverables were met on schedule, with one client noting they were 'always on time with deliverables and quick to respond.' Another client emphasized the 'exceptional' project management, highlighting their commitment to deadlines. This sentiment is echoed across multiple reviews, indicating a strong reputation for reliability and effective communication throughout the project lifecycle.
    • SEO & PPC for Kitchen Marketplace
      5.0 Sep 9, 2024

      Yes, they were always on time with deliverables and quick to respond if we ever had any questions or concerns. Continuous communication throughout the time with them.

      Read Full Review
    • SEO Services for Grip & Electric Rental Company
      5.0 Nov 8, 2023

      Clear Click not only delivers on time, but will reply swiftly. Even while working in different time zones, we've never experienced slow responses in communication.

      Read Full Review
    • Digital Strategy for Retail Sales Enablement Platform
      5.0 Aug 4, 2023

      Clear Click's project management was exceptional. They consistently delivered items on time, demonstrating their commitment to meeting deadlines and keeping projects on track. Their responsiveness to our needs was great - whenever we had questions or required adjustments, they promptly addressed them and ensured we were satisfied with the results.

      Read Full Review
    Read All Reviews

    More responsive than most other service providers

    Clear Click is very responsive

    They are a great candidate to start a conversation with. Send them a short message or project inquiry.
    Get in Touch

    View projects from:

    England (2) Australia (1) Austria (1) United States (1) Scotland (1)

    Review Rating from 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 Local Reviews
    View Profile
  • Optima Connect Logotype

    Not yet reviewed

    $10,000+
    $100 - $149 / hr
    10 - 49
    Edinburgh, Scotland

    Services provided

    50% CRM Consulting and SI
    25% AI Development
    25% BI & Big Data Consulting & SI

    Optima 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 more

    More responsive than most other service providers

    Optima Connect is very responsive

    They are a great candidate to start a conversation with. Send them a short message or project inquiry.
    Get in Touch
    View Profile
  • CompanyNet Logotype

    Not yet reviewed

    Undisclosed
    Undisclosed
    10 - 49
    Edinburgh , Scotland

    Services provided

    25% CRM Consulting and SI
    25% Cloud Consulting & SI
    25% Custom Software Development +2 services
    15% Business Consulting
    10% Web Design

    CompanyNet is an Edinburgh , Scotland-based software development firm. They specialize in Custom Software Development and cloud consulting & SI and were established in 1996.

    Read more
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  • Lynchpin Analytics Logotype

    Not yet reviewed

    $5,000+
    $200 - $300 / hr
    10 - 49
    Edinburgh, Scotland

    Services provided

    10% CRM Consulting and SI
    10% AI Development
    10% Application Testing +7 services
    10% BI & Big Data Consulting & SI
    10% Cloud Consulting & SI
    10% Conversion Optimization
    10% Digital Strategy
    10% IT Strategy Consulting
    10% Marketing Strategy
    10% Other Digital Marketing

    Based in Edinburgh, Scotland and London, England, Lynchpin Analytics is a small Marketing Strategy company. The team focuses on Marketing Strategy and Digital Strategy.

    Read more
    View Profile
  • AXImprove Ltd Logotype

    Not yet reviewed

    $10,000+
    $50 - $99 / hr
    10 - 49
    Kincardine, Scotland

    Services provided

    16% CRM Consulting and SI
    20% IT Managed Services
    16% BI & Big Data Consulting & SI +3 services
    16% Cloud Consulting & SI
    16% ERP Consulting and SI
    16% IT Strategy Consulting

    AXImprove 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 more

    Kincardine, Scotland

    4 Chapel Street
    Kincardine, Scotland FK10 4NF

    10 - 15

    +44 1259 692565

    See All Locations (4)
    View Profile
  • ClickNetworks Logotype

    Not yet reviewed

    $1,000+
    Undisclosed
    10 - 49
    Glasgow, Scotland

    Services provided

    10% CRM Consulting and SI
    55% IT Managed Services
    15% Cybersecurity +2 services
    10% Cloud Consulting & SI
    10% IT Strategy Consulting

    ClickNetworks is an IT managed services company. The Glasgow, Scotland-based team provides IT managed services and Cybersecurity.

    Read more
    View Profile
  • The Munro Agency Logotype

    5.0 1 review
    $5,000+
    $100 - $149 / hr
    2 - 9
    Glasgow , Scotland

    Services provided

    10% CRM Consulting and SI
    20% Email Marketing
    20% Search Engine Optimization +4 services
    15% Conversion Optimization
    15% Pay Per Click
    10% Web Design
    10% Web Development

    The 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.

    See all 1 projects
    View Profile
  • Inettek Logotype

    Not yet reviewed

    Undisclosed
    $50 - $99 / hr
    2 - 9
    Cambuslang, Scotland

    Services provided

    25% CRM Consulting and SI
    40% IT Managed Services
    15% Cybersecurity +2 services
    10% Cloud Consulting & SI
    10% IT Strategy Consulting

    Inettek is an IT managed services company. Established in 2006, the agency provides IT managed services and CRM consulting and SI.

    Read more
    View Profile
  • Auxilium It Consultancy Logotype

    Not yet reviewed

    $1,000+
    $100 - $149 / hr
    2 - 9
    Glasgow, Scotland

    Services provided

    10% CRM Consulting and SI
    25% Cybersecurity
    10% BI & Big Data Consulting & SI +8 services
    10% Cloud Consulting & SI
    10% IT Managed Services
    10% Other IT Consulting and SI
    5% ECM Consulting and SI
    5% ERP Consulting and SI
    5% IT Staff Augmentation
    5% IT Strategy Consulting
    5% Unified Communications Consulting & SI

    Auxilium It Consultancy is a Cybersecurity company founded in 2010. Their services include Cybersecurity and BI & big data consulting & SI.

    Read more
    View Profile
  • Talon Business Solutions Logotype

    Not yet reviewed

    Undisclosed
    Undisclosed
    10 - 49
    Glasgow , Scotland

    Services provided

    15% CRM Consulting and SI
    15% Custom Software Development
    15% IT Managed Services +4 services
    15% Mobile App Development
    15% Web Design
    15% Web Development
    10% Cloud Consulting & SI

    Software 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.

    Read more
    View Profile
  • Rakata Technology Logotype

    Not yet reviewed

    Undisclosed
    Undisclosed
    2 - 9
    Glasgow , Scotland

    Services provided

    30% CRM Consulting and SI
    35% Custom Software Development
    35% E-Commerce Development

    Rakata 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.

    Read more
    View Profile
  • Cofficient Logotype

    Not yet reviewed

    $5,000+
    $100 - $149 / hr
    2 - 9
    Glasgow , Scotland

    Services provided

    30% CRM Consulting and SI
    50% IT Strategy Consulting
    20% ERP Consulting and SI

    Founded in 2008, Cofficient is a small IT strategy consulting company. Their services include IT strategy consulting and CRM consulting and SI.

    Read more
    View Profile
  • Bridgeall Logotype

    Not yet reviewed

    $5,000+
    $100 - $149 / hr
    10 - 49
    Glasgow, Scotland

    Services provided

    10% CRM Consulting and SI
    30% IT Managed Services
    30% IT Strategy Consulting +3 services
    10% Cloud Consulting & SI
    10% ERP Consulting and SI
    10% Unified Communications Consulting & SI

    Bridgeall is an IT managed services company. The Glasgow, Scotland-based team provides IT managed services and IT strategy consulting.

    Read more
    View Profile
  • The Marketing Consultancy Logotype

    Not yet reviewed

    $10,000+
    $150 - $199 / hr
    2 - 9
    Glasgow, Scotland

    Services provided

    20% CRM Consulting and SI
    15% Advertising
    15% Search Engine Optimization +4 services
    15% Social Media Marketing
    15% Web Design
    10% Market Research
    10% Marketing Strategy

    Founded 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.

    Read more
    View Profile
  • Besyncly Logotype

    Not yet reviewed

    Undisclosed
    Undisclosed
    2 - 9
    East Kilbride, Scotland

    Services provided

    15% CRM Consulting and SI
    70% E-Commerce Development
    15% Accounting

    In East Kilbride, Scotland, Besyncly is a small e-commerce development firm. The team provides E-Commerce Development and CRM consulting and SI.

    Read more
    View Profile
  • X402 Limited Logotype

    Not yet reviewed

    Undisclosed
    Undisclosed
    2 - 9
    Glasgow , Scotland

    Services provided

    20% CRM Consulting and SI
    20% Custom Software Development
    20% E-Commerce Development +2 services
    20% Mobile App Development
    20% Web Development

    X402 Limited, a custom software development company, is located in Glasgow , Scotland. The team specializes in Custom Software Development and CRM consulting and SI.

    Read more
    View Profile

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1 Clear Click

List of the Top 1 Edinburgh CRM Companies

  1. Clear Click Logotype

    Clear Click

    $1,000+
    $100 - $149 / hr
    2 - 9
    Edinburgh, Scotland

    Ability to deliver

    23.8/40.0
    16.4/20 Reviews
    2.3/10 Clients & Experience
    5.2/10 Market Presence

    Service focus

    33% CRM Consulting and SI
    67% Other
    View Profile Visit Website
  2. Optima Connect Logotype

    Optima Connect

    $10,000+
    $100 - $149 / hr
    10 - 49
    Edinburgh, Scotland

    Ability to deliver

    4.9/40.0
    0/20 Reviews
    0/10 Clients & Experience
    4.9/10 Market Presence

    Service focus

    50% CRM Consulting and SI
    50% Other
    View Profile Visit Website
  3. CompanyNet Logotype

    CompanyNet

    Undisclosed
    Undisclosed
    10 - 49
    Edinburgh , Scotland

    Ability to deliver

    5.5/40.0
    0/20 Reviews
    0/10 Clients & Experience
    5.5/10 Market Presence

    Service focus

    25% CRM Consulting and SI
    75% Other
    View Profile Visit Website
  4. Lynchpin Analytics Logotype

    Lynchpin Analytics

    $5,000+
    $200 - $300 / hr
    10 - 49
    Edinburgh, Scotland

    Ability to deliver

    5.6/40.0
    0/20 Reviews
    0/10 Clients & Experience
    5.6/10 Market Presence

    Service focus

    10% CRM Consulting and SI
    90% Other
    View Profile Visit Website
  5. AXImprove Ltd Logotype

    AXImprove Ltd

    $10,000+
    $50 - $99 / hr
    10 - 49
    Kincardine, Scotland

    Ability to deliver

    5.2/40.0
    0/20 Reviews
    0/10 Clients & Experience
    5.2/10 Market Presence

    Service focus

    16% CRM Consulting and SI
    84% Other
    View Profile Visit Website
  6. ClickNetworks Logotype

    ClickNetworks

    $1,000+
    Undisclosed
    10 - 49
    Glasgow, Scotland

    Ability to deliver

    5.3/40.0
    0/20 Reviews
    0/10 Clients & Experience
    5.3/10 Market Presence

    Service focus

    10% CRM Consulting and SI
    90% Other
    View Profile Visit Website
  7. The Munro Agency Logotype

    The Munro Agency

    $5,000+
    $100 - $149 / hr
    2 - 9
    Glasgow , Scotland

    Ability to deliver

    8.2/40.0
    0/20 Reviews
    2.7/10 Clients & Experience
    5.5/10 Market Presence

    Service focus

    10% CRM Consulting and SI
    90% Other
    View Profile Visit Website
  8. Inettek Logotype

    Inettek

    Undisclosed
    $50 - $99 / hr
    2 - 9
    Cambuslang, Scotland

    Ability to deliver

    4/40.0
    0/20 Reviews
    0/10 Clients & Experience
    4/10 Market Presence

    Service focus

    25% CRM Consulting and SI
    75% Other
    View Profile Visit Website
  9. Auxilium It Consultancy Logotype

    Auxilium It Consultancy

    $1,000+
    $100 - $149 / hr
    2 - 9
    Glasgow, Scotland

    Ability to deliver

    4.6/40.0
    0/20 Reviews
    0/10 Clients & Experience
    4.6/10 Market Presence

    Service focus

    10% CRM Consulting and SI
    90% Other
    View Profile Visit Website
  10. Talon Business Solutions Logotype

    Talon Business Solutions

    Undisclosed
    Undisclosed
    10 - 49
    Glasgow , Scotland

    Ability to deliver

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

    Service focus

    15% CRM Consulting and SI
    85% Other
    View Profile Visit Website
  11. Rakata Technology Logotype

    Rakata Technology

    Undisclosed
    Undisclosed
    2 - 9
    Glasgow , Scotland

    Ability to deliver

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

    Service focus

    30% CRM Consulting and SI
    70% Other
    View Profile Visit Website
  12. Cofficient Logotype

    Cofficient

    $5,000+
    $100 - $149 / hr
    2 - 9
    Glasgow , Scotland

    Ability to deliver

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

    Service focus

    30% CRM Consulting and SI
    70% Other
    View Profile Visit Website
  13. Bridgeall Logotype

    Bridgeall

    $5,000+
    $100 - $149 / hr
    10 - 49
    Glasgow, Scotland

    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
  14. The Marketing Consultancy Logotype

    The Marketing Consultancy

    $10,000+
    $150 - $199 / hr
    2 - 9
    Glasgow, Scotland

    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
  15. Besyncly Logotype

    Besyncly

    Undisclosed
    Undisclosed
    2 - 9
    East Kilbride, Scotland

    Ability to deliver

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

    Service focus

    15% CRM Consulting and SI
    85% Other
    View Profile Visit Website
  16. X402 Limited Logotype

    X402 Limited

    Undisclosed
    Undisclosed
    2 - 9
    Glasgow , Scotland

    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

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