IT Service Company

Level Up CRM

Salesforce consultancy for nonprofits, education providers and small technology-enabled businesses

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TrustList summary

Level Up CRM is a Salesforce consultancy staffed by certified consultants with experience in system architecture, process improvement and change management. It helps organisations plan, set up and tune their customer relationship systems.

The founders say they set the firm up after unsatisfying experiences with consultants in earlier jobs, and aim for practical work over polish.

Products and services

Salesforce implementation: getting new users started or adding clouds and features to an existing setup.
Process optimisation: reworking sales and service workflows, with reporting to track progress.
Integration: connecting several tools into Salesforce for one view of customers.
Custom development: bespoke components or apps beyond standard features.
Managed support: acting as a virtual administrator or developer for a client team.

Clients

Nonprofit organisations, providers of education products for schools and colleges, and small and medium businesses that rely on technology. Past work includes case management dashboards and customer feedback processes.

Key facts

Platform: Salesforce, certified consultants
Focus areas: education, nonprofits, tech-enabled services

Summary written by TrustList from the business's own published information, Oct 2026.

Categories & features

Rankings

Level Up CRM is ranked on 2 TrustList rankings: #4 on 1 and #6 on 1.

Every ranking orders its listings by their reviews, how complete the profile is and the Trust Score. Level Up CRM has no reviews yet and 3 of the 10 profile details we look for. Where no listing on a page has been reviewed, the order follows the profiles alone.

It service company · 2 rankings

#4of 27
Non profit
It is one of 7 here listing legal and one of 17 here listing education.
Of the 27 here, 19 also cover business services and 18 also cover medical.
Behind Help4Access (Microsoft Access Technical Support).
#6of 42
Education
It is one of 17 here listing non profit and one of 26 here listing business services.
Its profile: “Nonprofit organisations, providers of education products for schools and colleges, and small and medium businesses that rely on technology.”
Of the 42 here, 23 also cover financial services and 19 also cover information technology; 2 also work in Washington.
Behind Flexi IT.