Best Surrey CRM Consulting Company Rankings

4 Companies - Rankings updated: April 02, 2026

Every agency featured on DesignRush is vetted for expertise and client satisfaction to support your decision-making. Some listings may be sponsored.

Canada × Surrey ×
  • Cloud Analogy, a Salesforce Silver Consulting Partner, is a premier Salesforce Implementation Partner and Salesforce Development Company. It has experienced and resourceful teams of 200+ CRM administrators, developers, and consultants who have successfully delivered more than 400 projects.  [... view Cloud Analogy Inc profile ]
    Location
    Surrey, Canada
    Number of Employees
    250 - 499

    Cloud Analogy Inc Services

    • Mobile App Development
    • Software Development
    • Web Development
    • Web Design
    • IT Services
    • Cloud Consulting
    • CRM Consulting
    Data sourced from the agency's DesignRush profile, its website, and other relevant accounts
    • Flowhub
    • Cost Reduction Funding
    • Twilio Customization
    Data sourced from the agency's DesignRush profile
  • Marketing that counts!

    We combine creativity, technology and automation to help our clients transform their online presence. Our services are designed to unlock the potential of digital marketing strategies so they can achieve maximum success. Let us show you how we can revolutionize your brand's online experience!  [... view Meshroad Marketing profile ]
    Location
    Surrey, Canada
    Number of Employees
    Under 49
    Average Hourly Rate
    $99/hr
    Minimal Budget
    $1,000 - $10,000

    Meshroad Marketing Services

    • Advertising
    • PPC
    • Social Media Marketing
    • Digital Marketing
    • Web Design
    • Web Development
    • CRM Consulting
    • Digital Strategy
    Data sourced from the agency's DesignRush profile, its website, and other relevant accounts

    Meshroad Marketing Reviews & Testimonials

    • S
      S Review from Google
      5.0

      S's Review Sourced from Google

      Meshroad Marketing has been a game-changer for our business. Professional, creative, and results-driven — highly recommend for anyone looking to grow their brand!

      Show more
    • Pizza72
      Pizza72 Review from Google
      5.0

      Pizza72's Review Sourced from Google

      We had a great experience working with Meshroad Marketing. They were extremely professional throughout the entire process and played a key role in creating our new pizza website. Their team also helped us with digital marketing, providing valuable strategies that have already started showing results. We highly recommend Meshroad Marketing to anyone looking for a reliable and skilled partner for website development and digital growth.

      Show more
    • X-Troopers
      X-Troopers Review from Google
      5.0

      X-Troopers's Review Sourced from Google

      I had an outstanding experience working with 𝗠𝗲𝘀𝗵𝗿𝗼𝗮𝗱 𝗠𝗮𝗿𝗸𝗲𝘁𝗶𝗻𝗴. Their team is incredibly professional, responsive, and knowledgeable in every aspect of digital marketing. From the beginning, they took the time to understand my business goals and crafted a strategy that delivered real, measurable results.What impressed me most was their transparency, timely communication, and the genuine effort they put into making sure everything was aligned with my vision. Whether it was social media campaigns, SEO, or Google Ads — they handled it all with precision and expertise.Highly recommended for anyone looking to elevate their brand and work with a team that truly cares about your success. Grateful to be a client of such a dedicated and skilled agency!

      Show more
    Reviews verified by DesignRush and sourced from the agency's profile
    • Flaming Ice Restaurant
    • Save Max Edge Real Estate Brokerage
    • Marina Baron European Design
    • Suraj Kumar Realtor
    • Rajeev Thakur Realtor
    Data sourced from the agency's DesignRush profile
  • Building Digital Success

    LBM Solutions is a leading software development company, specializing in custom software, mobile app, and blockchain development services.  [... view LBM Solution profile ]
    Location
    Surrey, Canada
    Number of Employees
    50 - 99
    Average Hourly Rate
    $50/hr
    Minimal Budget
    $10,000 - $25,000
    Portfolios Count
    2 Projects Listed

    LBM Solution Services

    • Blockchain
    • Web Development
    • Mobile App Development
    • Software Development
    • Digital Marketing
    • UI/UX Design
    • eCommerce Development
    • CRM Consulting
    • IT Services
    • Social Media Marketing
    Data sourced from the agency's DesignRush profile, its website, and other relevant accounts

    LBM Solution Reviews & Testimonials

    • Ayush Kumar
      Ayush Kumar Review from Google
      4.0

      Ayush Kumar's Review Sourced from Google

      Working with LBM Solutions has been a great experience. They value time management, maintain an open culture where ideas flow freely and provide a strong learning environment. It's a perfect balance of professionalism and growth.

      Show more
    • Udit Sharma
      Udit Sharma Review from Google
      4.0

      Udit Sharma's Review Sourced from Google

      LBM solutions is a great place to grow in tech. The projects are exciting, the team and mentors are very supportive and makes the fast pace easier to handle. A solid choice for anyone starting or building their career in tech.

      Show more
    • vikrant sharma
      vikrant sharma Review from Google
      4.0

      vikrant sharma's Review Sourced from Google

      As Head of Business Development at LBM Solutions, I’m proud to work with a talented team in a collaborative environment. We focus on innovation, client satisfaction, and continuous growth, making it an incredibly rewarding experience to lead and contribute here.

      Show more
    Reviews verified by DesignRush and sourced from the agency's profile
    • Education Industry
    • Health Care Industry
    • Real Estate Industry
    Data sourced from the agency's DesignRush profile
  • Software Development And Digital Marketing

    Founded in 2014, Kashi Digital Agency Pvt. Ltd. is a Google certified partner company and Microsoft Bing certified partner.  [... view Kashi Digital Agency profile ]
    Location
    Surrey, Canada
    Number of Employees
    Under 49
    Average Hourly Rate
    $19/hr
    Minimal Budget
    Under $1,000

    Kashi Digital Agency Services

    • Digital Marketing
    • SEO
    • Web Design
    • eCommerce Development
    • WordPress Website Design
    • PPC
    • Software Development
    • CRM Consulting
    • AI Development
    • Blockchain
    Data sourced from the agency's DesignRush profile, its website, and other relevant accounts

    Kashi Digital Agency Reviews & Testimonials

    • GURMEET SINGH
      GURMEET SINGH Review from Google
      5.0

      GURMEET SINGH's Review Sourced from Google

      From the first meeting, it was clear they knew what they were doing. As an e-commerce website design expert, they crafted a platform that’s not only visually appealing but also drives sales. Their responsive design ensures customers have a seamless shopping experience on any device. I couldn’t be happier with the results they delivered for us.

      Show more
    • ajay kumar
      ajay kumar Review from Google
      5.0

      ajay kumar's Review Sourced from Google

      Their team delivered an outstanding website that perfectly reflects our brand. From planning to execution, they understood our vision and created a visually appealing, functional site. The best website designer for small business owners seeking quality and creativity. We’ve received so many compliments, and the responsive design works perfectly on all devices, improving user experience.

      Show more
    • Sachin Upadhyay
      Sachin Upadhyay Review from Google
      5.0

      Sachin Upadhyay's Review Sourced from Google

      Their responsive website design services completely transformed our online presence. The team listened carefully, implemented our vision perfectly, and ensured the website loads quickly and works on all devices.

      Show more
    Reviews verified by DesignRush and sourced from the agency's profile
    • RelianceBh
    • UG
    • Steva
    • UPL
    Data sourced from the agency's DesignRush profile

Frequently Asked Questions

What does a CRM consultant do?

A CRM consulting agency helps you choose, set up, and optimize your customer relationship management (CRM) system to support sales, marketing, and customer service goals.  

CRM consulting firms analyze your processes, define requirements, select the right CRM platform, manage implementation, migrate data, and train your team. Their goal is to turn your CRM into a system that improves visibility, increases efficiency, and drives measurable revenue growth. 

When should I hire a CRM consultant?

Hire a CRM consulting firm when your system is slowing down growth or creating confusion instead of clarity. A CRM should support revenue, visibility, and team productivity. If it does not, outside expertise becomes necessary. 

You should consider hiring one when: 

  • You are implementing a new CRM and want to avoid setup mistakes 
  • Your current CRM is underused or poorly adopted by the team 
  • Data is disorganized, duplicated, or unreliable 
  • Reporting does not reflect real sales performance 
  • You are scaling and need automation, integrations, or better forecasting 

How much do CRM consultants’ services cost?

CRM consulting costs range from $135 to $350 per hour, depending on expertise, platform, and project complexity.  

Rates by platform: 

  • Salesforce: $150 to $350/hour. Packages often cost $3,000 to $8,500
  • HubSpot: $150 to $250/hour. Monthly retainers typically range from $2,500 to $5,000
  • Microsoft Dynamics 365: $135 to $175/hour. Techno-functional specialists charge 15 to 25% more. 

Project-based implementation costs: 

  • Small teams (5 to 20 users): $10,000 to $25,000 
  • Growing SMBs (20 to 75 users): $25,000 to $75,000 
  • Enterprise (300+ users): $150,000 to $500,000+ 

How long does a typical CRM implementation take?

A typical CRM implementation takes 1 to 3 months for small businesses and 6 to 12+ months for larger or complex organizations. The timeline depends on company size, system complexity, data quality, and required integrations. 

General timelines by company size: 

  • Small teams with simple needs: 1 to 3 months 
  • Mid-sized companies: 3 to 6 months 
  • Large enterprises with integrations and custom workflows: 6 to 12+ months 

Most CRM consulting companies follow these core phases: 

  • Requirements and planning 
  • Configuration and customization 
  • Data migration 
  • System integrations
  • Testing and training 
  • Go-live and post-launch support 

Delays usually come from unclear goals, messy data, over-customization, and poor stakeholder alignment. Strong executive support and structured change management reduce risk and speed up adoption. 

What industries need CRM consultants?

Industries with complex sales cycles, high customer volume, or strict compliance requirements need CRM consultants the most. Any sector that depends on structured customer data, repeat business, and multi-step pipelines benefits from expert CRM guidance. 

Industries that commonly hire CRM consultants: 

  • Retail and eCommerce need automation for marketing, customer segmentation, and order tracking.
  • Healthcare requires secure patient data management, compliance alignment, and workflow coordination. 
  • Real estate manages leads, property listings, follow-ups, and contract workflows. 
  • Financial Services and Banking (BFSI) depend on regulatory compliance, client lifecycle tracking, and relationship management. 
  • Insurance handles policy management, claims tracking, and cross-channel communication. 
  • Hospitality and travel focus on customer experience, loyalty programs, and booking systems. 
  • Consulting and professional services track pipelines, manage proposals, and monitor client engagement. 
  • Manufacturing and logistics need integration between CRM, ERP, and supply chain systems. 

About The Author and Expert Reviewer

Selina Garcia has authored 500+ articles and edited 50+ published books in economics, law, and history. Her unique blend of experiences allows her to approach content creation from a well-rounded perspective. Currently, Selina applies her expertise to producing insightful articles on IT, software, and applications for DesignRush.

Former Development Director

Sergio is a technology leader with over six years of experience managing global teams and delivering projects across fintech, sportstech, and B2B platforms. At DesignRush, he drove product growth and development execution, building tools that speed up processes by 95% and cut costs by 35% while maintaining full uptime.