Technology Advisors Reviews & Provider Details

Technology Advisors is a digital transformation company specializing in strategic CRM projects, no code development, and custom software integrations. Our fundamental objective is to help businesses of all sizes find the ideal tools for their budget and goals. We’re experts at: software selection, implementation, project management and consulting, customized software configuration, integration, data migration, and CRM training and support.

Provider Website

Seller

Technology Advisors

Languages Supported

English

Services Offered

CRM Consulting, Digital Transformation, Data Integration, Strategic Software Plans, Marketing Automation

Locations Serviced

Canada, United States

Provider Description

Technology Advisors is a CRM and software consulting firm that helps business of all sizes find the right software tools for their needs.

Overview by

Danine (Pontarelli) Midura (Marketing & Content Director)

Discussions

Technology Advisors Community

Technology Advisors Media

Watch this video to hear firsthand how TAI helped Rework automate manual sales activities, generate more repeat business, and reveal deeper pipeline analytics through strategic software consulting.

TAI helped CCU successfully select, adopt, and integrate Creatio CRM to improve internal operations and streamline its member experience. Check out their story in this video!

Learn how we helped our customer, Hershey's Ice Cream, improve sales and operations with Creatio CRM.

In this video, we explain how to calculate the ROI of your CRM & software investments to ensure they provide value to your company.

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Technology Advisors Reviews (33)

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Sarthak. P.

11/18/2025

"Strategic Experts in Technology Alignment"

5/5

What do you like best about Technology Advisors?

I use Technology Advisors to bridge the gap between complex technological options and specific business objectives, finding value in their strategic guidance over the past two years. I admire how they resolve critical business challenges like operational efficiency and modernization, providing specialized solutions that optimize processes, enhance decision-making, and ensure long-term strategic alignment. Their expertise in CRM consulting and data integration stands out, directly addressing key pain points for businesses. I appreciate the structured methodology and objective strategic partnership Technology Advisors offers, alongside actionable, data-driven deliverables, making their service highly valuable to clients. These strengths encourage businesses to continue or expand their partnerships, supported by a consistent demonstration of value, strategic alignment, and deep specialized expertise. Review collected by and hosted on G2.com.

What do you dislike about Technology Advisors?

I find that a hypothetical client might suggest improvements in Technology Advisors' services in areas such as greater transparency in project timelines and costs, enhanced post-implementation support, proactive skill development for emerging technologies, and an increased focus on industry-specific KPIs. Enhancing post-implementation support and refining industry-specific KPIs are key areas where Technology Advisors could elevate their value proposition. Review collected by and hosted on G2.com.

Sai k.

Senior Staffing Specialist

Mid-Market (51-1000 emp.)

11/4/2025

"Great CRM Expertise and Excellent Customer Support"

5/5

What do you like best about Technology Advisors?

What stands out most is their deep technical expertise and customer-centric approach. The team is responsive, professional, and genuinely invested in understanding our unique needs. They don’t just implement solutions — they take the time to ensure we get measurable value from them. Their training and ongoing support have also been excellent. Review collected by and hosted on G2.com.

What do you dislike about Technology Advisors?

While the overall experience has been positive, project timelines can occasionally stretch longer than expected, especially for complex integrations. Additionally, clearer communication around scope changes and associated costs would make planning easier. Review collected by and hosted on G2.com.

Recommendations to others considering Technology Advisors:

If you’re looking for a partner to help you get the most out of your CRM or technology stack, Technology Advisors is a solid choice. Be prepared to collaborate closely and communicate your goals clearly — the more information you share, the better they can tailor their solutions to your needs. Their expertise in CRM and process automation can significantly enhance your organization’s efficiency and customer engagement. Review collected by and hosted on G2.com.

What problems is Technology Advisors solving and how is that benefiting you?

Technology Advisors has helped streamline and optimize our business processes by integrating our CRM and other operational tools. They’ve provided clear solutions for managing customer data, automating repetitive tasks, and improving team collaboration. This has resulted in better customer visibility, faster response times, and more informed decision-making across departments. Review collected by and hosted on G2.com.

Tate G.

Small-Business (50 or fewer emp.)

5/7/2025

"Replaced our old CRM with Creatio and interfaced it with our elearning delivery platform"

5/5

What do you like best about Technology Advisors?

Very smart people who are both business and tech-savvy. (My main point of contact there now understands my business as well as I do, and has helped me improve it.)

Simple hourly billing with detailed invoices showing the hours worked.

Great company culture. Everyone I have met has been friendly and honest. Review collected by and hosted on G2.com.

What do you dislike about Technology Advisors?

The project cost a bit more and took a bit longer than I originally hoped (but that has been true of every major, complex tech implementation I have done over a 40-year career!) Review collected by and hosted on G2.com.

Recommendations to others considering Technology Advisors:

Make sure you want to use one of the systems they support (Creatio, Hubspot, Infor and Sugar). I have been very impressed by Creatio. Review collected by and hosted on G2.com.

What problems is Technology Advisors solving and how is that benefiting you?

We were using a very old server-based CRM that had been heavily customized over many years, but the programmer who did all the customizations was about to retire. We wanted to start all over with a modern cloud-based system. Technology Advisors recommended Creatio. Then they helped us implement Creatio and move all of our data into it. They worked with us to create our business processes, marketing campaigns, etc. in the new system, and they used their StarFish tool to create real-time links between Creatio and Litmos (the elearning system that delivers online courses to our customers). I am thrilled with the results of the whole project. Review collected by and hosted on G2.com.

Elisabeth H.

Director of Member Support and Training

Small-Business (50 or fewer emp.)

5/5/2025

"They really are the best - the only thing I don't like is their boring name! ;-)"

5/5

What do you like best about Technology Advisors?

Great staff who really know the product they support. They have good ideas, and offered suggestions when we weren't sure what option was the best. They were also very patient with us when the project stalled on our end, and were able to start right back up once we got our act together. Review collected by and hosted on G2.com.

What do you dislike about Technology Advisors?

They have a VERY boring name. ;-) In all seriousness, they are great. Once in a great while, I did have to reach out more than once for an answer, but they all have calendly links and I can always grab a meeting with whomever I need. Review collected by and hosted on G2.com.

Recommendations to others considering Technology Advisors:

Talk to them. Tell them what you are trying to do - their people are the best and you will gain a ton of confidence in their ability to get you where you want to be. I would not hesitate to work with them. In fact, we retained them for help/consultation after the project was over, just because we wanted them around in case we thought of other stuff or had any problems! Review collected by and hosted on G2.com.

What problems is Technology Advisors solving and how is that benefiting you?

We were moving from a very old, unsupported version of Sugar CRM to the newest version. In addition to migrating years of data, we had multiple customization needs to consider as well, including syncing data with QuickBooks Online (which we were also moving to at the same time) and syncing with our own software application. There is no way we could have migrated the data, set up all the syncs, and created all the customizations without Tech Advisors. They were completely transparent every step of the way, taking the time to explain things and answer all of our questions. They worked side-by-side with us and our developers to make everything work. We had a plan and worked through it - even when our team "went dark" for a few months do to other priorities and changes in staff. I don't think we could have asked for a better partner - not only did they help with all our "special" stuff, thew know Sugar CRM inside and out and were able to help us with every single piece. Review collected by and hosted on G2.com.

Jennifer G.

International Marketing and CRM Manager

Mid-Market (51-1000 emp.)

5/5/2025

"We would be lost without them"

5/5

What do you like best about Technology Advisors?

The Technology Advisors team is incredibly knowledgeable, quick to provide quality and thoroughly thought-out solutions to our problems, and feel like an extension of our team. They're professional, communicative, and care about our business' success as much as our team does, they know our system inside and out. Review collected by and hosted on G2.com.

What do you dislike about Technology Advisors?

There's nothing I dislike about Technology Advisors, they're a top-notch team! Review collected by and hosted on G2.com.

Lorenzo D.

Marketing Associate

Machinery

Mid-Market (51-1000 emp.)

9/12/2023

"Impressed with professionalism, teamwork, communication and results"

5/5

What do you like best about Technology Advisors?

They have been flexible with our hours and availability and have been phenomenal to work with. I have been impressed with the knowledge and coaching provided. Review collected by and hosted on G2.com.

What do you dislike about Technology Advisors?

They truly care about our business and its success as much as I do and I look forward to a lifetime of building the business with the help of Technology Advisors. Review collected by and hosted on G2.com.

Recommendations to others considering Technology Advisors:

Reliability and communication are important traits to see in a marketing partner and so far Technology Advisors have exceeded our expectations. Review collected by and hosted on G2.com.

What problems is Technology Advisors solving and how is that benefiting you?

We went from limping along on the social media front to having very high visibility and growing audiences on all the primary social platforms. They helped select marketing campaigns that met our budget. Review collected by and hosted on G2.com.

Verified User in Consumer Services

Small-Business (50 or fewer emp.)

3/19/2024

"Very professional and helpful with problems."

3.5/5

What do you like best about Technology Advisors?

They are willing to teach you how to better your usage of your CRM. Review collected by and hosted on G2.com.

What do you dislike about Technology Advisors?

Many companies use them, so it can take time to receive a response from them. Review collected by and hosted on G2.com.

Alexis J.

Director, Customer Relationship Management

Government Administration

Mid-Market (51-1000 emp.)

5/10/2023

"Technology Advisors is head and shoulders the best team I have worked with"

5/5

What do you like best about Technology Advisors?

Everyone at Technology Advisors is always responsive and makes me feel like each inquiry I make is important. They always follow up to assure the issue has been resolved. Review collected by and hosted on G2.com.

What do you dislike about Technology Advisors?

I haven't had any issues with the team. I appreciate their thorough approach and consistent communication and follow-up. Review collected by and hosted on G2.com.

Recommendations to others considering Technology Advisors:

Their expertise and response time is absolutely outstanding. Review collected by and hosted on G2.com.

What problems is Technology Advisors solving and how is that benefiting you?

The entire team is amazing and always there to manage any issues that arise. Technology Advisors does a great job of monitoring our computers for threats and help manage our databases. I recently worked with Technology Advisors regarding an email issue and they proceeded as if my problem was their only concern and corrected it accordingly. Review collected by and hosted on G2.com.

Brian M.

President

Small-Business (50 or fewer emp.)

8/8/2022

"They are a complete package. Super professional"

5/5

What do you like best about Technology Advisors?

Every member of this team is of high caliber and the whole team is well organized. Their response to feedback is superior to any third-party vendor I have worked with. Review collected by and hosted on G2.com.

What do you dislike about Technology Advisors?

Technology Advisors, Inc has been a great partner, totally committed to the process and I look forward to working with the team during future phases of the project Review collected by and hosted on G2.com.

Recommendations to others considering Technology Advisors:

Technology Advisors, Inc is a top expert in CRM implementation, integration, help in outlining any strategy or getting in amongst the weeds to solve an issue you might have. Review collected by and hosted on G2.com.

What problems is Technology Advisors solving and how is that benefiting you?

Technology Advisors implemented the sales force automation (SFA) tools available in SugarCRM Professional. The SFA created consists of four modules: accounts, opportunities, leads and contacts. This helped house all of the sales-related information in a single, web-accessible location. Review collected by and hosted on G2.com.

Dennis F.

Executive Director - Client Services

Small-Business (50 or fewer emp.)

8/3/2022

"Incredibly impressed by their competency to solve our problem and also think future"

5/5

What do you like best about Technology Advisors?

TA was able to show that spending more for a cloud implementation was not necessary and in this instance, rebuilding on the LAN was certainly better than replacing with another product Review collected by and hosted on G2.com.

What do you dislike about Technology Advisors?

The team is experienced and knowledgeable in both technical ability and outbound tactical expertise. I wouldn't say I dislike anything Review collected by and hosted on G2.com.

Recommendations to others considering Technology Advisors:

I would recommend Technology Advisors to others because the team's skills and solutions offer great overall value for the money Review collected by and hosted on G2.com.

What problems is Technology Advisors solving and how is that benefiting you?

We engaged TA to streamline the Infor CRM LAN to work the way it was built to work, and utilize the features we were unaware existed. TA customized the Infor CRM and replaced a manual procesa that consisted of printed reports and check lists that were manually routed around the office Review collected by and hosted on G2.com.