Topline Results
TopLine Results is a privately held CRM and digital marketing consultancy founded in 1999, serving manufacturing, financial services, professional services, and non-profit organizations in the Midwest with implementations of Microsoft Dynamics 365, Zoho, and HubSpot, plus its proprietary SymphonySync™ integration tool.
- Company typePrivate
- Founded1999
- HeadquartersPewaukee, United States
- Headcount11–50
- GTM typeB2B
- OfferingServices
What Topline Results does
TopLine Results Corporation is a privately held, founder-owned CRM and digital marketing consulting firm headquartered in Pewaukee, Wisconsin, with a secondary office in Chicago. Founded in 1999, the company serves manufacturing, financial and banking, professional services, and non-profit organizations across the Midwest (Wisconsin and Illinois) with nationwide reach. It delivers custom CRM implementations, digital marketing services, and process improvement consulting, with a teaching-oriented methodology aimed at aligning sales, marketing, and operational teams.
The firm's core technology stack revolves around five CRM platforms — Microsoft Dynamics 365, Zoho CRM, HubSpot, Act!, and Salesforce — supplemented by marketing automation integrations with Click (ClickDimensions), Constant Contact, and the broader Zoho Apps suite (Social, Survey, SalesIQ, Campaigns). The proprietary asset is SymphonySync™, a bidirectional integration tool connecting HubSpot Marketing/Sales Hub with Microsoft Dynamics 365 (and a Constant Contact variant), which is listed on the HubSpot App Marketplace with a 5-star rating. AI capabilities are vendor-sourced through Microsoft Copilot, HubSpot Buyer Intent, and Zoho's NextGen UI rather than developed in-house.
TopLine operates a relationship-driven, sales-led go-to-market with free initial consultations, retainer-style ongoing support, and certified partner status across all major CRM and marketing automation vendors. Revenue streams combine professional services (consulting, implementation, digital marketing, process consulting using Six Sigma/Lean), managed support services, and a nascent subscription line via SymphonySync™ tiered plans (Free, Standard, Premium). In 2025 the firm completed a generational leadership transition, with co-owner Melanie R. Varin appointed CEO succeeding founder Fred Varin, and Daniel Gitto promoted to COO.
Topline Results firmographics
Firmographics- Name
- Topline Results
- Legal name
- TopLine Results Corporation
- Website
- https://toplineresults.com
- Company type
- Private
- Founded year
- 1999
- Operating status
- Operating
- Headcount range
- 11–50 employees
- Short description
- TopLine Results is a privately held CRM and digital marketing consultancy founded in 1999, serving manufacturing, financial services, professional services, and non-profit organizations in the Midwest with implementations of Microsoft Dynamics 365, Zoho, and HubSpot, plus its proprietary SymphonySync™ integration tool.
- Ownership category
- akta.pro rank
Topline Results industry classification
Industry- Product category
- CRM Consulting Services
- NAICS
- Custom Computer Programming Services (541511), Marketing Consulting Services (541613), Process, Physical Distribution, and Logistics Consulting Services (541614)
- SIC
- Services-Prepackaged Software (7372), Services-Computer Programming, Data Processing, Etc. (7370), Services-Management Consulting Services (8742)
- akta.pro primary industry
- Customer Service, Support & Contact Center CRM (HDAEAFAC)
- akta.pro secondary industries
- Field Service CRM (Dispatch, Scheduling & Mobile Service) (HDAEAFAL), Customer Service/Support CRM & Contact Center Platforms (BPAFAFAK)
Keywords
Where Topline Results is headquartered
LocationHeadquarters
- HQ city
- Pewaukee
- HQ country
- United States
- HQ region
- North America
Offices2 records
Markets served
Topline Results business model
Business model- GTM type
- B2B
- Offering type
- Services
- Cost components
- Personnel, Operations, Technology or R&D, Marketing or Sales, Infrastructure
Revenue model
- CRM Consulting & Implementation Services: Professional services for CRM platform selection, implementation, customization, and optimization across Microsoft Dynamics 365, Zoho CRM, HubSpot, Act!, and Salesforce.
- Digital Marketing Services: Marketing automation consulting, email campaign management, SEO, and digital marketing strategy services supporting CRM integrations.
- Process Consulting: Business process consulting using Six Sigma and Lean methodologies to analyze and improve processes before and during CRM implementations.
- All-Inclusive Support Services: Ongoing platform management and support services covering Microsoft Dynamics 365, Zoho, HubSpot, Constant Contact, and ClickDimensions.
- SymphonySync™ Subscriptions: Subscription-based integration tool with tiered plans (Free, Standard, Premium) offering varying levels of data syncing capabilities and custom dashboards.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Freemium | Monthly | Free subscription for SymphonySync |
| Subscription | Monthly | Standard subscription for SymphonySync |
| Subscription | Monthly | Premium subscription for SymphonySync |
Go-to-market motion2 records
Distribution channels3 records
Marketing channels8 records
Topline Results product offering
Product offeringCore offering
TopLine Results is a CRM and digital marketing consulting firm that helps businesses implement, customize, and integrate CRM platforms such as Microsoft Dynamics 365, Zoho CRM, and HubSpot. The firm also delivers digital marketing services, business process consulting using Six Sigma and Lean methodologies, and the proprietary SymphonySync™ integration tool for synchronizing HubSpot and Constant Contact data with Dynamics 365.
Product overview
TopLine Results is a CRM and digital marketing consulting firm that offers a portfolio of implementation, customization, and integration services rather than a single unified software product. Their core offerings center on Microsoft Dynamics 365, Zoho CRM, and HubSpot as primary CRM platforms, complemented by proprietary integration tools called SymphonySync™ for HubSpot and SymphonySync™ for Constant Contact that enable bidirectional data synchronization between CRM and marketing platforms. Additional services include digital marketing (email, automation, SEO), process consulting using Six Sigma/Lean methodologies, and the Ignite TopLine Growth RevOps framework. The company operates as a partner/reseller for Microsoft, Zoho, HubSpot, Click, Constant Contact, and other platforms, providing professional services to implement and support these technologies rather than building standalone software products.
Differentiator
Problem solved
Functional benefit
Products and services
- SymphonySync™ for HubSpot Proprietary integration tool enabling bidirectional data sync between HubSpot Marketing/Sales Hub and Microsoft Dynamics 365, with unlimited data field mapping, form submission tracking, custom dashboards, and ROI analytics. Available via subscription tiers (Free, Standard, Premium).
- SymphonySync™ for Constant Contact Integration tool enabling automated syncing of email lists and campaign interactions between Constant Contact and Microsoft Dynamics 365 CRM.
- Microsoft Dynamics 365 Implementation Services CRM implementation, customization, migration (Bridge to the Cloud), and support services for Microsoft Dynamics 365, including Sales, Customer Service, Customer Insights, and related modules. Backed by 20+ years of Dynamics experience.
- Zoho CRM Services Zoho CRM implementation, customization, and support services, plus Zoho ecosystem integration (Social, Survey, SalesIQ, Campaigns). Self-described as #1 Zoho partner in Wisconsin.
- HubSpot Sales and Marketing Hub Services HubSpot Sales Hub and Marketing Hub implementation, configuration, integration, and consulting services for businesses adopting HubSpot's CRM and marketing platforms.
- Digital Marketing Services Comprehensive digital marketing services including email marketing, marketing automation, SEO, and social media management across HubSpot, ClickDimensions, Constant Contact, and Zoho Apps platforms.
- Process Consulting Business process consulting using Six Sigma and Lean methodologies to analyze and improve workflows before and during CRM implementations, including database customization, workflow streamlining, and dashboard/reporting creation.
- Ignite TopLine Growth Revenue Operations (RevOps) and Go-To-Market alignment consulting framework, supported by the book 'Ignite TopLine Growth: How RevOps and Go-To-Market Alignment Spark Success' authored by CEO Melanie Varin.
- CRM Integration Services Integration services connecting CRM platforms (Microsoft Dynamics 365, HubSpot, Zoho, Salesforce) with marketing automation, ERP, and other business systems.
- Power Pages Services Microsoft Power Pages implementation for building low-code external-facing websites and portals integrated with Dynamics 365.
- Click (ClickDimensions) Marketing Automation Services Marketing automation implementation and support for Click (formerly ClickDimensions), a Microsoft-native marketing automation solution within the Dynamics 365 ecosystem.
- All-Inclusive Support Services Ongoing managed support covering Microsoft Dynamics 365, Zoho, HubSpot, Constant Contact, and ClickDimensions, with retainer-based support plans flexing to client priorities.
Quantifiable outcome
- Client relationships lasting longer than a decade
Companies that use Topline Results
Customer profileNamed customers5 records
Segments6 records
Ideal customer profiles5 records
Topline Results technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Integration16 records
AI capability7 records
Feature3 records
Topline Results partnerships and signals
Strategic signalPartnerships
Three partnerships are on record, tiered core.
- MicrosoftcoreMicrosoft Certified Partner specializing in Microsoft Dynamics 365 implementations. Extensive 20+ years of experience with Microsoft Dynamics. Offers Bridge to the Cloud migration services and Microsoft Copilot AI integrations.
- ZohocoreZoho Authorized Partner, self-described as the #1 Zoho partner in Wisconsin. Provides Zoho CRM implementation, customization, and support services.
- HubSpotcoreHubSpot Certified Partner for Sales Hub and Marketing Hub. Created SymphonySync™ integration tool listed on HubSpot App Marketplace with 5-star rating.
Scale indicators6 records
Recent moves6 records
Expansion highlights5 records
Topline Results competitors and assessment
Company assessmentDirect peers
- Avtex: Mid-market CRM and contact center consultancy implementing Microsoft Dynamics 365, Genesys, and other CX platforms — a direct competitor for the same Microsoft-centric implementation work TopLine performs.
- Velosio: Microsoft Dynamics 365 and ERP consultancy serving mid-market and enterprise customers, directly comparable to TopLine's Dynamics 365 implementation and support practice.
- JourneyTEAM: Microsoft Dynamics 365 and Power Platform consultancy focused on CRM and ERP implementations, closely aligned with TopLine's services portfolio and target customer profile.
- Sikich: Mid-market professional services and technology firm with a dedicated CRM/digital transformation practice competing for the same manufacturing, financial services, and SMB customers.
- Net at Work: Multi-platform CRM, ERP, and marketing automation consultancy providing Microsoft, Salesforce, and HubSpot implementations — overlapping TopLine's vendor-agnostic positioning.
- Cobalt (Calsoft Labs): Microsoft Dynamics 365 and Power Platform-focused consultancy serving mid-market customers, comparable to TopLine's core Dynamics 365 implementation services.
Broad incumbents
- Crowe LLP: Large accounting and consulting firm with a CRM/digital transformation practice serving mid-market and enterprise clients; competes on enterprise-scale engagements TopLine cannot deliver.
- Baker Tilly: Top-10 advisory firm with a CRM/digital solutions practice providing Microsoft and Salesforce implementations across the same verticals TopLine targets.
- RSM US: Large professional services firm with a substantial Microsoft Dynamics 365 and CRM advisory practice, competing for the same mid-market CRM transformations.
- Simplus (Infosys): Salesforce and CRM-focused consultancy within Infosys offering multi-vendor CRM services at scale, representing a scaled-up version of TopLine's partner-implementation model.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat5 records
Key risks6 records
Key highlights6 records
Customer concentration
Topline Results social profiles
Digital presenceTopline Results compliance and trust
Trust signalCompliance1 record
Topline Results financial estimates
Financial estimateRevenue estimate
Valuation estimate
Topline Results leadership team
Management profileNumber of profiles
Profiles5 records
Topline Results funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Topline Results M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Topline Results
What does Topline Results do?
TopLine Results is a CRM and digital marketing consulting firm that helps businesses implement, customize, and integrate CRM platforms such as Microsoft Dynamics 365, Zoho CRM, and HubSpot. The firm also delivers digital marketing services, business process consulting using Six Sigma and Lean methodologies, and the proprietary SymphonySync™ integration tool for synchronizing HubSpot and Constant Contact data with Dynamics 365.
Is Topline Results a public or private company?
Topline Results is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was Topline Results founded?
Topline Results was founded in 1999. It employs 11 to 50 people.
Where is Topline Results based?
Topline Results is headquartered in Pewaukee, United States, in the North America region.
How does Topline Results make money?
Five revenue lines are on record. CRM Consulting & Implementation Services are the primary driver. The others are digital Marketing Services, process Consulting, all-Inclusive Support Services and symphonySync™ Subscriptions.
Who are Topline Results's main competitors?
Direct peers on record are Avtex, Velosio, JourneyTEAM, Sikich, Net at Work and Cobalt (Calsoft Labs). Broad incumbents are Crowe LLP, Baker Tilly, RSM US and Simplus (Infosys).
Does Topline Results have an API?
No public API is recorded for Topline Results.
What industry is Topline Results in?
Topline Results's product category is CRM Consulting Services. Its primary akta.pro industry code is HDAEAFAC, Customer Service, Support & Contact Center CRM, with a secondary code of HDAEAFAL, Field Service CRM (Dispatch, Scheduling & Mobile Service). Its NAICS code is 541511 and its SIC code is 7372.