The CRM consulting landscape in Poland will enter 2026 with accelerated growth driven by digital transformation, increased automation adoption, and rising expectations around data governance. As Polish companies move from traditional sales processes to integrated revenue operations, the need for expert CRM support is stronger than ever.
That is why we took a closer look at the most popular and highly regarded business and operational consulting companies that implement and optimise CRM systems. Based on publicly available data, we created a ranking of the “Top CRM Consulting Firms in Poland” to help you choose the agency that offers services best suited to your needs.
What is CRM Consulting? Definition
CRM consulting involves advisory and implementation services that help organisations select, configure, and optimise CRM systems. Consultants focus on aligning platforms with real business processes, covering workflow automation, sales pipeline design, data management, reporting, and integration with marketing, e-commerce, and service systems.
What Does a CRM Consultant Do?
A CRM consultant connects strategy, operations, and technology, translating business needs into system logic, automations, KPIs, and team training. Effective consulting improves forecasting, sales efficiency, customer data management, and retention, making CRM a key driver of digital competitiveness.
Why CRM Consulting Is Growing in Poland in 2025?
Several drivers fuel the market’s expansion:
- The shift toward RevOps in fast-growing Polish B2B SaaS companies,
- Higher demand for integrations with ERP, e-commerce and billing platforms,
- Rapid adoption of cloud-based CRM ecosystems such as HubSpot and Pipedrive,
- Growing interest in AI-assisted sales processes and data-driven decision-making.
As organisations seek scalable, efficient revenue operations, CRM experts from Poland play a critical role in translating technology into measurable commercial outcomes in the CEE region.
Key finding: What is the best CRM Consulting Company in Poland? Summary of the report
Casbeg remains the leading CRM consulting firm in Poland, recognised for combining strategic advisory, hands-on implementation, and data-driven optimisation. The company supports clients on platforms such as HubSpot and Pipedrive, helping organisations improve sales, service, and marketing operations.
Casbeg’s strengths include designing scalable workflows, integrating automation and analytics, enabling revenue operations, and training teams for measurable adoption. While the market is diverse, Casbeg stands out as the go-to partner for companies aiming to scale customer-centric processes and achieve tangible growth.
The Best CRM Consulting Firms in Poland: Methodology
To build the “Top CRM Consulting Companies in Poland 2025” ranking, we focused on measurable expertise in CRM strategy, implementation, and optimisation. We evaluated documented project outcomes, client feedback, and the consultants’ proficiency in workflow automation, data-driven reporting, and revenue operations. Information was also gathered from case studies, independent reviews, and publicly available materials, highlighting firms capable of delivering both technical excellence and strategic value.
| Polish CRM Consulting Firms – evaluation criteria and sources of information | |
| Portfolio and case studies | Real projects, documented results |
| Experience in implementing specific CRM systems | E.g., HubSpot, Pipedrive, Livespace, GetResponse MAX |
| B2C customer reviews | Reviews, recommendations |
| Innovation/AI | Implementation and usage of tools based on artificial intelligence |
| Scope and direction of activities | E.g., strategies, operations, technologies, training |
| Brand recognition | Market visibility, recommendations |
Top CRM Consulting Firms in Poland 2026 – report
Here are the top 10 companies we have selected for our ranking.
Casbeg
Overview: Casbeg is a consulting firm specialising in sales, marketing, and CRM implementation. The company helps B2B and e‑commerce businesses optimise processes, generate more leads, and increase profitability through strategic advisory and operational support.
Location: Wrocław.
CRM Specialisations: HubSpot, Pipedrive, Livespace; marketing automation; sales workflows; analytics dashboards.
Strengths / What They Are Known For:
- comprehensive diagnosis of sales processes,
- implementation of CRM systems & automation, including AI-driven chatbots,
- design and delivery of sales training, outbound prospecting, and performance-driven recruitment,
- strong business consulting and interim management,
- expertise in customer success.
Ideal Clients (ICP): B2B companies and e-commerce brands seeking to scale sales operations or improve lead generation, and implement or optimise CRM systems.
BusinessWeb
Overview: BusinessWeb is a consulting company specialising in optimising B2B sales and lead generation processes. The firm focuses on diagnosing underperforming sales workflows and implementing improvements to increase the quantity and quality of new business contacts.
Locations: Warsaw.
CRM Specialisations: HubSpot Sales Hub/CRM; sales process optimisation, marketing-sales alignment, lead generation and nurturing
Strengths / What They Are Known For: Expertise in mapping and improving the entire customer acquisition journey, aligning marketing and sales processes, boosting lead conversion rates, and enhancing sales team effectiveness.
Ideal Clients (ICP): B2B companies looking to improve lead generation, streamline sales operations, and increase conversion rates, particularly those using HubSpot as their CRM platform.
Suasio
Overview: Suasio is a consulting firm offering business advisory, data automation, marketing and sales process optimisation.
Location: Łódź.
CRM Specialisations: While Suasio does not explicitly declare a single CRM platform, it delivers consultancy in sales automation, analytics and customer data management as part of its business‑process advisory.
Strengths / What They Are Known For: Strategy and process audits, marketing‑sales alignment, automation and data analytics implementation, and training. Suasio is led by experienced consultants (co‑founded by Artur Jabłoński) with strong backgrounds in digital marketing and lead generation.
Ideal Clients (ICP): Small to medium B2B companies and service firms that want to professionalise their sales and marketing operations, introduce data-driven decision making, and automate recurring processes.
Verseo
Overview: Verseo is an interactive marketing agency that also offers CRM consulting, particularly for HubSpot deployments.
Location: Poznań.
CRM Specialisations: HubSpot CRM (including Sales Hub, Marketing Hub, Service Hub); CRM implementation and automation.
Strengths / What They Are Known For: As a platinum HubSpot partner, Verseo supports companies in unifying marketing, sales, and customer service, automating workflows, and integrating HubSpot with other tools. They also produce a deep knowledge base: their 50‑page “Marketing & Sales Automation” guide covers data hygiene, content strategy, and technical automations.
Ideal Clients (ICP): B2B and digital-first businesses looking for strategic HubSpot implementations, marketing‑sales alignment, and scalable automation across their customer lifecycle.
Automate Now
Overview: Automate Now is a HubSpot consulting firm focused on automating sales and marketing processes. As a Diamond HubSpot Partner, they support companies in fully configuring their HubSpot CRM and maximising the value of their licenses.
Location: Warsaw.
CRM Specialisations: HubSpot Sales Hub / HubSpot CRM; sales process automation, inbound strategy, workflow automation.
Strengths / What They Are Known For: Deep expertise in HubSpot-based automations, optimising repetitive sales tasks, using lead scoring and contact segmentation, providing CRM audits and hands‑on training, and building scalable, inbound-driven pipelines.
Ideal Clients (ICP): B2B firms — especially SaaS, finance, MarTech — looking to automate sales and marketing, streamline their pipeline, and improve CRM adoption and performance.
GetSales
Overview: GetSales is a CRM and sales consulting company specialising in B2B sales strategy, process optimisation, and full-cycle implementation. The firm supports clients throughout the entire sales process, from lead generation to CRM adoption and automation.
Locations: Poznan.
CRM Specialisations: Pipedrive, Livespace; CRM implementation, sales process automation, B2B lead generation
Strengths / What They Are Known For: Expert B2B advisory, sales and marketing process audits, building prospecting systems including cold emailing, training sales teams, and delivering measurable improvements in conversion and efficiency.
Ideal Clients (ICP): B2B companies in manufacturing, IT & software vendors, SaaS, logistics, and energy sectors seeking structured sales processes, effective CRM adoption, and scalable lead generation.
Grow Poland
Overview: Grow Poland is a CRM and marketing automation consulting firm, recognised as a Platinum HubSpot Partner. The company helps clients improve customer reach and ROI in both marketing and sales by combining expert knowledge with advanced marketing technology.
Location: Warsaw.
CRM Specialisations: HubSpot CRM and Marketing Automation; customer segmentation and profiling; inbound campaigns; marketing-sales integration; database integration; and lead generation.
Strengths / What They Are Known For: Comprehensive service from strategy and planning, through system implementation and automation, to running targeted inbound campaigns; personalised communication; detailed results analysis; seamless integration of existing and new customer data.
Ideal Clients (ICP): B2B and digital-first companies looking to implement or optimise HubSpot for marketing automation, inbound campaigns, and integrated lead management.
Brandrocket Digital
Overview: Brandrocket Digital is a HubSpot Partner agency specialising in CRM, inbound marketing, and sales automation.
Location: Szczecin.
CRM Specialisations: HubSpot CRM (Sales Hub), Marketing Hub, Service Hub, and Operations Hub; onboarding, audits, and external system integrations.
Strengths / What They Are Known For: Expertise in HubSpot implementation, strategic onboarding, training, HubSpot audits, and seamless integration with clients’ existing systems. Brandrocket also delivers campaign planning, inbound strategy, and advanced automation to align marketing and sales.
Ideal Clients (ICP): B2B companies looking to adopt or optimise HubSpot CRM and Marketing Hub, scale lead generation, automate processes, and align sales and marketing workflows.
Innowise
Overview: Innowise is an international full-cycle software development company that also provides CRM consulting and implementation services. With extensive expertise in complex digital solutions, the company helps businesses optimise sales, marketing, and customer service processes through technology.
Location: Warsaw.
CRM Specialisations: HubSpot, Pipedrive; CRM implementation, process automation, data integration, and analytics dashboards.
Strengths / What They Are Known For: Strong technical expertise in software and CRM integration, leveraging AI, RPA, Big Data, and advanced automation to optimise workflows; global experience delivering tailored solutions; ability to handle complex IT challenges across multiple industries.
Ideal Clients (ICP): Enterprises and mid-market companies seeking technically advanced CRM implementations, integrated automation, and scalable digital solutions to improve sales, marketing, and customer success processes.
eVolpe
Overview: eVolpe is an IT consultancy specialising in open‑source business systems. Since 2009, they have helped companies implement and optimise CRM systems tailored to their individual needs.
Location: Poznan.
CRM Specialisations: Open‑source and commercial solutions such as SugarCRM, SuiteCRM, OroCRM, SpiceCRM; plus integration with BI, automation, and ECMS.
Strengths / What They Are Known For: Deep technical and business consulting expertise; certified SugarCRM partner; flexible architecture; workshops (Product Discovery, System Overview); pre‑implementation analysis; and post‑go‑live support.
Ideal Clients (ICP): Medium to large enterprises that need highly customisable, open‑source CRM systems with long-term support, technical depth and strong alignment with business processes.
The Best CRM Consulting Firms in Poland – Key Services
| Service/Company name | Casbeg | BusinessWeb | Suasio | Verseo | Automate Now | GetSales | Grow Poland | Brandrocket Digital | Innowise | eVolpe | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Types of CRMs | HubSpot | 🟢 | 🟢 | 🟢 | 🟢 | 🟢 | 🔴 | 🟢 | 🟢 | 🟢 | 🟢 |
| Pipedrive | 🟢 | 🔴 | 🟢 | 🔴 | 🔴 | 🟢 | 🔴 | 🔴 | 🔴 | 🔴 | |
| Livespace | 🟢 | 🔴 | 🟢 | 🔴 | 🔴 | 🟢 | 🔴 | 🔴 | 🔴 | 🔴 | |
| GetResponse MAX | 🟢 | 🔴 | 🔴 | 🔴 | 🔴 | 🔴 | 🔴 | 🔴 | 🔴 | 🔴 | |
| Monday CRM | 🟢 | 🔴 | 🔴 | 🔴 | 🔴 | 🔴 | 🔴 | 🔴 | 🟢 | 🔴 | |
| Others | 🟢 | 🔴 | 🔴 | 🔴 | 🔴 | 🟢 | 🔴 | 🔴 | 🟢 | 🟢 | |
| Technical audits of current CRM systems in the organisation | 🟢 | 🟢 | 🟡 | 🟢 | 🟢 | 🟢 | 🔴 | 🟢 | 🟡 | 🔴 | |
| Consultancy in choosing CRM or its functions | 🟢 | 🟡 | 🟢 | 🟡 | 🟡 | 🟢 | 🟡 | 🟡 | 🟢 | 🟡 | |
| Sales process audits (including funnels) | 🟢 | 🟢 | 🟢 | 🟡 | 🟡 | 🟢 | 🔴 | 🔴 | 🔴 | 🟡 | |
| Design and optimisation of sales and marketing processes | 🟢 | 🟡 | 🟢 | 🔴 | 🟢 | 🟢 | 🟡 | 🔴 | 🔴 | 🔴 | |
| Setting up custom reports and dashboards | 🟢 | 🟡 | 🟢 | 🟢 | 🔴 | 🟢 | 🔴 | 🔴 | 🟢 | 🟡 | |
| AI-driven analytics implementation | 🟢 | 🟢 | 🟢 | 🟡 | 🔴 | 🔴 | 🟡 | 🔴 | 🟢 | 🟢 | |
| Other AI-based tools implementation | 🟢 | 🟢 | 🟢 | 🟢 | 🔴 | 🔴 | 🟡 | 🔴 | 🟢 | 🟢 | |
| Creating workflow automation scenarios | 🟢 | 🟢 | 🟢 | 🟡 | 🟡 | 🟡 | 🟡 | 🔴 | 🟡 | 🔴 | |
| Integration of the CRM system with other tools | 🟢 | 🟢 | 🟢 | 🟢 | 🟡 | 🟡 | 🟡 | 🟢 | 🟢 | 🟢 | |
| CRM user training | 🟢 | 🟢 | 🟢 | 🟢 | 🟢 | 🟢 | 🟢 | 🟢 | 🟡 | 🟢 | |
The Highest-rated CRM Consulting Firms in Poland
| Service/Company name | Casbeg | BusinessWeb | Suasio | Verseo | Automate Now | GetSales | Grow Poland | Brandrocket Digital | Innowise | eVolpe |
| Company size (employees on LinkedIn) | 🟡 | 🔴 | 🟡 | 🟢 | 🔴 | 🟡 | 🔴 | 🔴 | 🟢 | 🟡 |
| Popularity on LinkedIn (number of followers) | 🟢 | 🟡 | 🟡 | 🟢 | 🔴 | 🟡 | 🟡 | 🔴 | 🟢 | 🟢 |
| Clutch | 🟢 | ⚫ | ⚫ | 🟢 | ⚫ | 🟢 | ⚫ | ⚫ | 🟢 | 🟢 |
| Google My Business | 🟢 | 🟢 | 🟢 | 🟡 | 🟢 | 🟢 | 🟡 | 🟢 | 🟢 | 🟡 |
| Case Studies on Website (number) | 🟢 | 🟡 | 🟡 | 🟢 | 🟡 | 🟢 | 🟡 | 🔴 | 🔴 | 🟢 |
| Reviews on Website (number) | 🟢 | 🟡 | 🟡 | 🟢 | 🔴 | 🔴 | 🔴 | 🔴 | 🔴 | 🟡 |
Emerging Players to Watch in 2026
Smaller players also play a significant role in the Polish and CEE CRM consulting markets. Organisations with smaller budgets or narrower needs often choose freelancers or local agencies that specialise in consulting and CRM implementation. Examples of brands with growing potential:
- Robert Kaszuba – specialisations: training, consulting and implementation, optimisation of production, logistics and service processes,
- Bartosz Jagiello – Senior Salesforce Developer,
- Voxcommerce Group Sp. z o.o. – build dedicated internet applications, CRM systems and estate portals.
Top CRM Consulting Firms in Poland 2026 – conclusion
A well-executed CRM implementation delivers serious business value. Studies show that on average, companies get about $8.71 in return for every $1 spent. Firms often see a ~29% increase in sales revenue and a ~34% boost in sales productivity after a CRM rollout. They are gains that rarely materialise without proper expert setup, data hygiene and process alignment. That’s why more companies hire CRM consultants: to avoid costly mistakes, accelerate adoption, and turn CRM systems into predictable engines of revenue and customer growth.
We hope that the ranking “Top CRM Consulting Firms in Poland” will help you choose a CRM consultant and implementer. Casbeg wins our comparison – click here and contact a Casbeg expert to discuss what CRM implementation could look like for your company.
Updated: November 2025
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