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Top CRM Consultants in Edinburgh

Ratings Updated: February 5, 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 81 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 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.

    See all 81 projects
    60 of 65 CRM Consulting and SI reviews are 5 stars
    19 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 65 Reviews

    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 Reviews

    Select 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 Manufacturing

    Average Project Cost Breakdown

    Less than $10,000 (58) $10,000 to $49,000 (6) $50,000 to $199,999 (2)

    What Clients Have Said

    Clients consistently commend Set2Close for their cost-effectiveness and the value they provide. Many reviews highlight that the company's pricing fits within budget constraints while delivering high-quality service. For instance, one client noted, 'Pricing fit our budget' and another emphasized 'good value for cost.' Overall, the sentiment is overwhelmingly positive, with multiple clients expressing satisfaction with the financial investment relative to outcomes achieved, such as improved efficiency and successful onboarding processes.
    Read All Reviews

    View projects from:

    United States (59) Canada (15) Bulgaria (1)
    View Profile Visit Website
    Cynoteck Technology Solutions Pvt. Ltd. Logotype

    Cynoteck Technology Solutions Pvt. Ltd.

    4.9 31 reviews
    Premier Verified
    $10,000+
    $25 - $49 / hr
    50 - 249
    Serves Edinburgh, Scotland

    Services provided

    50% CRM Consulting and SI
    10% AI Agents
    10% AI Development +3 services
    10% ERP Consulting and SI
    10% Low/No Code Development
    10% Web Development

    Cynoteck 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.

    See all 31 projects
    1 of 1 reviews is 5 stars
    Less than $10,000 avg. project cost

    Reviewed 1 time in the past 6 months

    In the past six months, feedback for Cynoteck Technology Solutions Pvt. Ltd. has been overwhelmingly positive. Clients praised their exceptional project management, timely delivery, and proactive communication. One client noted the stunning website design and flawless performance, emphasizing the team's attention to detail and commitment to client satisfaction. Overall, clients feel a genuine partnership rather than a mere vendor-client relationship, highlighting Cynoteck's dedication to value and excellence in service.
    Read 1 Recent Review

    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 Reviews

    Select 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 Consulting

    More responsive than most other service providers

    Cynoteck 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.
    Get in Touch
    $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-users

    CRM 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, Automations
    View Packages
    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 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.
    Read 1 Recent Review

    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
    1 of 1 reviews is 5 stars
    $50,000 – $199,999 avg. project cost

    Reviewed 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.
    Read 1 Recent Review

    Industry Experience

    Clear Click demonstrates substantial expertise across various industries, including non-profit, automotive, information technology, design, and arts. Clients consistently commend their responsiveness, tailored strategies, and effective SEO and PPC campaigns. The non-profit sector appreciated their ability to adapt to changing needs, while in the automotive field, they were acknowledged for driving conversions and understanding business goals. Overall, sentiment across these industries is highly positive, making Clear Click a strong candidate for organizations seeking impactful digital marketing solutions.

    Read All Reviews

    Select Industry to see insights

    Non-profit Other Industry Arts, entertainment & music Design Information technology Automotive

    View projects from:

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

    Review Rating from Edinburgh 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
    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)
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  • 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
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  • 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
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  • 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
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  • 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
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  • 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
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  • 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
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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
    Coventry, England

    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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Specialties

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Nearby Locations

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