Leave a Review For Providers 0 0
  • Post a Project
Home IT Services CRM United States Baton Rouge

Top CRM Consultants in Baton Rouge

Ratings Updated: May 7, 2026
We verify reviews and evaluate companies so you can choose with confidence. We may earn a fee for some placements. Learn how Clutch ensures trust
Get Matched

0 Leaders 6 Contenders

6 Companies

Country: United States
State: Louisiana
City: Baton Rouge
Services: CRM Consulting and SI

List of the Top Baton Rouge CRM Companies

  • Featured

    What are Featured Providers?

    Set2Close Logotype

    Set2Close

    5.0 96 reviews
    Premier Verified
    $5,000+
    $200 - $300 / hr
    10 - 49
    Serves Baton Rouge, LA

    Services provided

    40% CRM Consulting and SI
    10% Account-Based Marketing
    10% Digital Strategy +4 services
    10% Email Marketing
    10% Recruiting
    10% Sales Outsourcing
    10% Staffing

    Set2Close is a CRM Consultancy specializing in CRM Implementation, Customer Relationship Management Consulting, and CRM Systems Integration. The company receives overwhelmingly positive feedback, with 100% of reviewers noting their deep expertise and personalized approach. Clients commend their ability to tailor CRM solutions precisely to business needs, highlighting their valuable training and seamless process management.

    See all 96 projects

    Reviews mention Unique expertise

    The sentiment regarding Set2Close's unique expertise is overwhelmingly positive. Clients frequently highlight the team's deep industry knowledge and tailored solutions. For instance, one CEO noted their 'truly personalized expertise' in scaling with HubSpot, while another emphasized the staff's 'high level of expertise and industry understanding' that went beyond standard implementations. Overall, feedback indicates that clients found their guidance invaluable, enhancing both operational efficiency and strategic planning.
    • LinkedIn Marketing Services for Outsourced Accounting Co
      5.0 Jun 20, 2025

      Set 2 Close's expertise was terrific; their advice was tangible and practical. I could--and continue to--use what I learned from week to week.

      Read Full Review
    • Sales & Lead Gen Funnel Refining for Digital Mktg Agency
      5.0 Nov 28, 2025

      Thanks to their expertise, we now have sophisticated reporting on email flow performance, lead journeys, and a detailed sales leaderboard, giving us the data necessary to understand our business functions and strategically plan long-term initiatives, including the development of our loyalty program.

      Read Full Review
    • CRM System Implementation for ERP Platform Company
      5.0 Dec 3, 2025

      Set2Close's consulting staff brought a high level of expertise and industry understanding to the project, consistently demonstrating deep knowledge of CRM architecture, sales process optimization, and marketing automation best practices. They went above and beyond the standard scope by proactively identifying gaps, suggesting improvements, and offering strategic guidance that strengthened both the technical setup and the operational workflows.

      Read Full Review
    • CRM Consulting for IT Services Company
      5.0 Feb 27, 2026

      I highly recommend their services for any business looking to scale with HubSpot through truly personalized expertise.

      Read Full Review
    Read All Reviews
    25 of 25 reviews are 5 stars
    25 new reviews for CRM Consulting and SI services
    Less than $10,000 avg. project cost

    Reviewed 25 times in the past 6 months

    Recent reviews for Set2Close highlight a consistently positive client sentiment, emphasizing their expertise in HubSpot implementation and training. Clients praised their tailored support, with one stating, "their deep knowledge was instrumental in getting our team email successfully connected." The flexibility and responsiveness of the team received commendations, particularly in adapting to client needs. Overall, clients express high satisfaction, with many recommending Set2Close for its exceptional service and personal touch.
    Read 25 Recent Reviews
    72 of 77 CRM Consulting and SI reviews are 5 stars
    25 new reviews for CRM Consulting and SI in past 6 months
    Less than $10,000 avg. project cost

    CRM Consulting and SI PROJECT HIGHLIGHT

    HubSpot CRM Training & Consulting for Pharmacy

    5.0 — Set2Close provided HubSpot CRM training for a pharmacy's sales representatives and helped the client align their HubSpot systems. The team also provided tools and reports that helped the client Read more
    Read 77 Reviews

    View projects from:

    United States (67) Canada (19) Bulgaria (1)
    View Profile Visit Website
    Peeklogic, LLC Logotype

    Peeklogic, LLC

    5.0 96 reviews
    Premier Verified
    $1,000+
    $25 - $49 / hr
    50 - 249
    Serves Baton Rouge, LA

    Services provided

    85% CRM Consulting and SI
    14% Low/No Code Development
    1% Custom Software Development

    Peeklogic, LLC is a CRM Consulting and SI firm specializing in Salesforce implementation, integration, and customization. Across reviews, 100% of feedback is positive, highlighting their responsiveness, strong project management, and expertise in CRM systems integration. Many clients (over 70%) emphasize Peeklogic's ability to deliver solutions efficiently and their alignment with client values and operational needs.

    See all 96 projects
    17 of 18 reviews are 5 stars
    12 new reviews for CRM Consulting and SI services
    $10,000 – $49,000 avg. project cost

    Reviewed 18 times in the past 6 months

    Recent reviews for Peeklogic, LLC indicate a strong overall sentiment of satisfaction among clients, highlighting their excellent project management and responsiveness. Clients commend the team for delivering high-quality Salesforce solutions on time, such as a fully functional Salesforce app and customized CRM enhancements. Specific feedback includes their ability to streamline workflows, improve operational efficiency, and maintain clear communication. Notably, clients expressed no significant areas for improvement, emphasizing the team's professionalism and alignment with client values.
    Read 18 Recent Reviews

    Industry Experience

    Peeklogic, LLC showcases strong expertise across various industries, notably Medical, Financial Services, Information Technology, and Construction. Clients commend their responsiveness, effective project management, and ability to deliver tailored Salesforce solutions. In the Medical sector, they've streamlined processes and improved compliance. Financial Services reviews highlight their proficiency in automating tasks and integrating systems. Positive feedback in Information Technology emphasizes their agile approach and technical acumen, while Construction clients appreciate seamless workflow enhancements. Overall, Peeklogic, LLC is well-suited for projects needing customized Salesforce implementations and integrations.

    Read All Reviews

    Select Industry to see insights

    Telecommunications IT Services Advertising & marketing Real estate Software Consumer products & services Education Chemicals & Biotechnology Transportation Arts, entertainment & music Retail Nonprofit Consumer Products Automotive Business services Manufacturing Other industries Non-profit Consulting Healthcare Financial services Legal Construction Information technology Hospitality & leisure Medical

    More responsive than most other service providers

    Peeklogic, LLC is very responsive

    They are a great candidate to start a conversation with. Send them a short message or project inquiry.
    Get in Touch

    View projects from:

    United States (57) Canada (8) Switzerland (5) Germany (2) Israel (1) India (1) Australia (1) South Korea (1) Mexico (1) Norway (1) Guatemala (1) United Arab Emirates (1) France (1) England (1)
    View Profile Visit Website
    CloudMasonry Logotype

    CloudMasonry

    5.0 15 reviews
    Premier Verified
    $5,000+
    $200 - $300 / hr
    50 - 249
    Serves Baton Rouge, LA

    Services provided

    100% CRM Consulting and SI

    CloudMasonry is a CRM Consultancy specializing in CRM Implementation and CRM Systems Integration. Reviewers overwhelmingly highlight their expertise and professionalism, with 100% satisfaction, noting their ability to deliver projects on time and within budget. Approximately 80% of reviewers commend their proactive approach and strong communication skills, emphasizing the value they provide in CRM Consulting and SI services.

    See all 15 projects
    1 of 1 reviews is 5 stars
    1 new review for CRM Consulting and SI services
    $10,000 – $49,000 avg. project cost

    Reviewed 1 time in the past 6 months

    In recent reviews, clients have expressed high satisfaction with CloudMasonry's expertise and project management. A Director of Sales Operations highlighted Ishan's extensive knowledge and effective consultation, which led to improved data reporting and streamlined processes. Overall, the sentiment is positive, with clients appreciating the timely delivery and alignment with budgetary constraints. No significant areas for improvement were noted, indicating a strong performance by CloudMasonry in meeting client needs.
    Read 1 Recent Review
    6 of 6 CRM Consulting and SI reviews are 5 stars
    1 new review for CRM Consulting and SI in past 6 months
    $50,000 – $199,999 avg. project cost

    CRM Consulting and SI PROJECT HIGHLIGHT

    CRM Consulting & SI for Pharmaceutical Consulting Firm

    5.0 — A pharmaceutical consulting firm hired CloudMasonry to digitize their lead conversion process using Pardot. The team also helped the client switch from email alerts to Salesforce for lead Read more
    Read 6 Reviews

    Industry Experience

    CloudMasonry has received positive feedback across various industries, including Publishing, Education, Insurance, Financial Services, Nonprofit, IT Services, Utilities, Arts, Entertainment & Music, and Pharmaceuticals. Clients praise their expertise in Salesforce implementation, project management, and proactive communication. The overall sentiment is highly favorable, highlighting their strengths in understanding client needs and delivering on time. Educational institutions and financial services firms particularly commend their ability to enhance communication strategies and optimize reporting, making them a strong fit for clients in these sectors.

    Read All Reviews

    Select Industry to see insights

    Publishing Education Insurance Financial services Nonprofit IT Services Utilities Arts, entertainment & music Consumer Products Pharmaceuticals

    Average Project Cost Breakdown

    $10,000 to $49,000 (5) Less than $10,000 (2) $200,000 to $999,999 (2) $50,000 to $199,999 (1) $1,000,000 to $9,999,999 (1)

    What Clients Have Said

    Clients consistently noted CloudMasonry's excellent value for money, highlighting their competitive pricing and high-quality service. One client remarked on their 'good value for cost,' while another emphasized that CloudMasonry 'fit our budget' without compromising on expertise. Overall, sentiments are overwhelmingly positive, with many clients praising their ability to deliver projects on time and on budget, further affirming the company's commitment to providing substantial value.
    Read All Reviews
    View Profile Visit Website
  • Leopard Digital Logotype

    Not yet reviewed

    Undisclosed
    Undisclosed
    10 - 49
    Baton Rouge, LA

    Services provided

    10% CRM Consulting and SI
    20% Digital Strategy
    20% Mobile App Development +4 services
    20% Web Design
    10% ERP Consulting and SI
    10% Search Engine Optimization
    10% Social Media Marketing

    Leopard Digital is a Digital Strategy company. They are located in Baton Rouge, Louisiana. Their team focuses on Digital Strategy and Mobile App Development.

    Read more
    View Profile
  • Digital Krewe Logotype

    Not yet reviewed

    $1,000+
    Undisclosed
    2 - 9
    Luling, LA

    Services provided

    10% CRM Consulting and SI
    30% Search Engine Optimization
    10% Content Marketing +5 services
    10% Conversion Optimization
    10% Digital Strategy
    10% Pay Per Click
    10% Social Media Marketing
    10% Web Design

    Digital Krewe is a SEO services firm. Their team is headquartered in Luling, Louisiana and specializes in Search Engine Optimization and Digital Strategy.

    Read more
    View Profile
  • Effective Digital Marketing Logotype

    Not yet reviewed

    Undisclosed
    Undisclosed
    2 - 9
    Lafayette, LA

    Services provided

    10% CRM Consulting and SI
    10% Branding
    10% Email Marketing +7 services
    10% Graphic Design
    10% Logo
    10% Pay Per Click
    10% Search Engine Optimization
    10% Social Media Marketing
    10% Video Production
    10% Web Design

    Effective Digital Marketing is a branding agency. Founded in 2015, the team focuses on Branding and Social Media Marketing. The company is located in Lafayette, Louisiana.

    Read more
    View Profile

    • Share your project goals, and we’ll connect you with verified partners who fit your budget and timeline.

    Get My Matches
  • Coe & Company Logotype

    Not yet reviewed

    Undisclosed
    $150 - $199 / hr
    10 - 49
    Jefferson, LA

    Services provided

    40% CRM Consulting and SI
    40% ERP Consulting and SI
    20% Other IT Consulting and SI

    Coe & Company is a CRM consulting and SI company established in 1985. The team offers CRM consulting and SI and ERP consulting and SI.

    Read more
    View Profile
  • Local MarketPlace Logotype

    Not yet reviewed

    Undisclosed
    Undisclosed
    2 - 9
    Folsom, LA

    Services provided

    20% CRM Consulting and SI
    20% Search Engine Optimization
    20% Video Marketing +3 services
    20% Web Design
    10% Email Marketing
    10% Pay Per Click

    Local MarketPlace is a SEO agency founded in 2008. The team specializes in Search Engine Optimization and Web Design.

    Read more
    View Profile
  • Tech Advocate Group Logotype

    Not yet reviewed

    Undisclosed
    Undisclosed
    2 - 9
    Baton Rouge, LA

    Services provided

    25% CRM Consulting and SI
    25% Business Consulting
    25% Marketing Strategy +1 service
    25% Web Design

    CRM consulting and SI company Tech Advocate Group is in Baton Rouge, Louisiana. Launched in 2012, the team provides CRM consulting and SI and Business Consulting.

    Read more
    View Profile

Tell us what you need — we’ll match you with top agencies in minutes.

Get My Matches
tracking image

Why Trust Clutch

At Clutch, we believe trust is the foundation of every business relationship. Our mission is to help buyers make confident, data-backed decisions informed by real client experiences.

Every review on Clutch undergoes a rigorous, human-led verification process to make sure it’s valid. Our team of specialists confirms the identity of each reviewer, ensures the project is legitimate, and only publishes reviews that meet our strict criteria.

Verification doesn’t stop at the point of publication. Our Trust & Safety team routinely audits older reviews against our guidelines. When reviews fall short of our standards, we remove them.

We evaluate service providers using a structured methodology that combines:

  • In-depth client interviews and ratings
  • Comprehensive project details
  • Market presence
  • Portfolio examples and industry recognition

This data powers tools like the Leaders Matrix, which helps you compare agencies directly. Our research team curates rankings by weighing verified reviews most heavily, so the most trusted and experienced providers rise to the top.

Using this unique combination of verified client feedback and provider-supplied insights, Clutch distills the most important details into clear, digestible summaries so you have everything you need to make confident, informed decisions quickly.

We take fraud seriously. Providers who violate our guidelines may face lower rankings, restricted visibility, or removal from the platform altogether.

Clutch’s commitment to transparency is ongoing. We’re constantly refining our systems to protect the integrity of reviews and support you in finding the right agency.

Ability to deliver
Focus
Clutch Leaders Matrix

Rollover to see company insights or click a company below for more details.

List of the Top Baton Rouge CRM Companies

  1. Leopard Digital Logotype

    Leopard Digital

    Undisclosed
    Undisclosed
    10 - 49
    Baton Rouge, LA

    Ability to deliver

    0/40.0
    0/20 Reviews
    0/10 Clients & Experience
    0/10 Market Presence

    Service focus

    10% CRM Consulting and SI
    90% Other
    View Profile Visit Website
  2. Digital Krewe Logotype

    Digital Krewe

    $1,000+
    Undisclosed
    2 - 9
    Luling, LA

    Ability to deliver

    4.9/40.0
    0/20 Reviews
    0/10 Clients & Experience
    4.9/10 Market Presence

    Service focus

    10% CRM Consulting and SI
    90% Other
    View Profile Visit Website
  3. Effective Digital Marketing Logotype

    Effective Digital Marketing

    Undisclosed
    Undisclosed
    2 - 9
    Lafayette, LA

    Ability to deliver

    0/40.0
    0/20 Reviews
    0/10 Clients & Experience
    0/10 Market Presence

    Service focus

    10% CRM Consulting and SI
    90% Other
    View Profile Visit Website
  4. Coe & Company Logotype

    Coe & Company

    Undisclosed
    $150 - $199 / hr
    10 - 49
    Jefferson, LA

    Ability to deliver

    0/40.0
    0/20 Reviews
    0/10 Clients & Experience
    0/10 Market Presence

    Service focus

    40% CRM Consulting and SI
    60% Other
    View Profile Visit Website
  5. Local MarketPlace Logotype

    Local MarketPlace

    Undisclosed
    Undisclosed
    2 - 9
    Folsom, LA

    Ability to deliver

    0/40.0
    0/20 Reviews
    0/10 Clients & Experience
    0/10 Market Presence

    Service focus

    20% CRM Consulting and SI
    80% Other
    View Profile Visit Website
  6. Tech Advocate Group Logotype

    Tech Advocate Group

    Undisclosed
    Undisclosed
    2 - 9
    Baton Rouge, LA

    Ability to deliver

    0/40.0
    0/20 Reviews
    0/10 Clients & Experience
    0/10 Market Presence

    Service focus

    25% CRM Consulting and SI
    75% Other
    View Profile Visit Website

Latest CRM Articles

See all articles
How to Create a Budget for BI & Analytics Services [With Template] cover image

How to Create a Budget for BI & Analytics Services [With Template]

Updated April 30, 2026
Anna Peck

Use our custom template for your business intelligence and analytics needs.

IT Services Budget Template
The Best Password Managers for Small Businesses in 2026 cover image

The Best Password Managers for Small Businesses in 2026

Updated March 5, 2026
Hannah Hicklen

How secured are you online? Explore these top password managers to help safeguard your small business from malicious cyber attacks this 2026.

IT Services Thought Leadership
What To Do If You’ve Been Impacted by a Company Data Leak cover image

What To Do If You’ve Been Impacted by a Company Data Leak

Updated March 5, 2026
Hannah Hicklen

Is your team prepared to respond in case of a company data leak? In an era where breaches are increasing, preparation and response time are your greatest...

IT Services Clutch Report

Similar Categories

Related Services

IT Services in Baton Rouge Staff Augmentation in Baton Rouge Managed Service Providers in Baton Rouge

Specialties

Cloud Consulting BI and Big Data ECM ForgeRock SecureAuth Network Security Auth0 CRM JumpCloud
View More

Get matched with the 5 best-fit agencies for your project—in 4 minutes or less.