Top CRM Consultants in Edinburgh
16 Companies
List of the Top Edinburgh CRM Companies
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Featured
What are Featured Providers?
$5,000+$200 - $300 / hr10 - 49Serves Edinburgh, ScotlandServices provided
80% CRM Consulting and SI20% Business ConsultingSee all 79 projectsSet2Close is a CRM consultancy specializing in CRM implementation, integration, and services, particularly using HubSpot. With 100% positive feedback, clients consistently praise their expertise, responsiveness, and ability to tailor solutions to specific business needs. Reviewers frequently commend the company's project management and personal engagement, with over 60% highlighting excellent communication and timely deliverables.
Reviews mention Proactive
Clients have expressed a highly positive sentiment regarding Set2Close's proactive engagement. Notably, they appreciated the team's ability to identify gaps and suggest improvements beyond the initial scope, demonstrating a commitment to enhancing operational workflows. One client highlighted the team's responsiveness to changing priorities and timely solutions, underscoring a reliable project management experience. Overall, the feedback reflects a strong endorsement of Set2Close's proactive approach in supporting client success.-
CRM System Implementation for ERP Platform Company
5.0 Dec 3, 2025They were very responsive to Loop ERP’s needs, adjusting priorities when required and quickly addressing questions or change requests. Whether it involved refining automation workflows, updating SDR sequences, or adding new reporting dashboards, the team provided solutions promptly and ensured each update was fully tested before deployment. Overall, the project management experience was reliable, proactive, and focused on enabling Loop ERP's sales and marketing success.
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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. Their willingness to dive into details, provide hands-on support, and tailor solutions to unique business needs made the engagement feel not just like an implementation, but a true partnership.
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58 of 63 CRM Consulting and SI reviews are 5 stars17 new reviews for CRM Consulting and SI in past 6 monthsLess than $10,000 avg. project costRead 63 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?
More responsive than most other service providers
Get in TouchSet2Close 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+$25 - $49 / hr50 - 249Serves Edinburgh, 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 Proactive
Cynoteck Technology Solutions Pvt. Ltd. has received consistently positive feedback regarding their proactive approach. Clients highlighted the team's agility and transparency, with one noting their 'overall responsibility' and 'proactive communication.' Another client praised their account manager for being 'always proactive' and quick to address queries. Overall, the sentiment reflects a strong appreciation for their commitment to client satisfaction and timely delivery, contributing to effective project management and a sense of partnership.-
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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Custom Web Development for Custom Clothing Company
5.0 Oct 7, 2025Project management was excellent. Cynoteck’s team delivered every milestone on or ahead of schedule and communicated consistently through each phase. Sparsh, my account manager from Cynoteck team was always proactive, quick to address any queries, and ensured the development followed my vision down to the smallest detail.
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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?
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?
$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 Edinburgh, 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.
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?
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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 the past six months, Clear Click has received positive feedback for their personalized approach and deep understanding of clients' businesses. A Marketing Manager from AM Phillip Trucktech praised their tailored strategies that effectively drive conversions and improve engagement. Clients appreciated the consistent communication and project management, noting timely delivery and regular updates. Overall, the sentiment is highly favorable, with clients expressing strong recommendations and no significant areas for improvement identified.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+$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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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 - 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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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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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.
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Ability to Deliver considers three criteria:
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List of the Top 1 Edinburgh 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 -
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 - 9East Kilbride, 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
20% CRM Consulting and SI80% Other
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