Top CRM Consultants in Berkeley
11 Leaders 15 Contenders
173 Companies
List of the Top Berkeley CRM Companies
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Featured
What are Featured Providers?
$5,000+$200 - $300 / hr10 - 49Serves Berkeley, CAServices provided
40% CRM Consulting and SI10% Account-Based Marketing10% Digital Strategy +4 services10% Email Marketing10% Recruiting10% Sales Outsourcing10% StaffingSee all 103 projectsSet2Close specializes in CRM Consulting and Systems Integration, with a strong focus on HubSpot implementation and optimization. The company has received overwhelmingly positive feedback, with 100% of reviewers highlighting their expertise, and personalized approach. Clients frequently commend Set2Close for their organizational skills and ability to tailor solutions to specific business needs, making them highly recommended for CRM services.
Industry Experience
Set2Close has demonstrated strong capabilities across various industries, including advertising & marketing, information technology, education, healthcare, and manufacturing. Clients consistently praise their expertise in HubSpot CRM implementation, onboarding, and training. Positive feedback highlights their organized approach, responsiveness, and ability to tailor solutions to client needs. Overall, the sentiment is overwhelmingly positive, positioning Set2Close as a valuable partner for businesses seeking effective CRM solutions and automation strategies.
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Arts, entertainment & music Manufacturing Other industries Advertising & marketing Information technology Education Retail Non-profit Real estate Media Supply Chain, Logistics, and Transport Business services Medical Financial services Construction InsuranceWas this helpful?
Average Project Cost Breakdown
Read All ReviewsWhat Clients Have Said
Set2Close has received positive feedback regarding its cost-effectiveness and value for money. Clients frequently noted that the pricing fit their budgets while providing high-quality services. For instance, one client mentioned saving $2,000 to $5,000 on initial setup costs due to Set2Close's free onboarding service. Many reviews highlight the exceptional support and personalized training received, which contributed to clients feeling confident and self-sufficient in using HubSpot, ultimately validating their investment in Set2Close's services.Was this helpful?
More responsive than most other service providers
Get in TouchSet2Close is very responsive
They are a great candidate to start a conversation with. Send them a short message or project inquiry.Was this helpful?
4 of 4 Berkeley-based reviews are 5 starsLess than $10,000 avg. project cost for CRM Consulting and SI services in BerkeleyRead Similar ReviewsCRM 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 moreWas this helpful?
$1,000+$25 - $49 / hr50 - 249Serves Berkeley, CAServices provided
65% CRM Consulting and SI10% API Development10% IT Staff Augmentation +2 services10% Low/No Code Development5% AI DevelopmentSee all 107 projectsPeeklogic, LLC is a CRM Consultancy specializing in CRM Implementation, Integration, and Systems Integration, with a focus on Salesforce solutions. Their reviews reflect a high level of client satisfaction, with 100% of reviewers praising their project management, responsiveness, and tailored solutions. Clients consistently highlight Peeklogic’s ability to deliver on time and adapt to changing requirements, with several noting their deep expertise and clear communication as standout qualities.
Industry Experience
Peeklogic, LLC has received positive feedback across various industries, notably in financial services, medical, information technology, and construction. Clients commend their expertise in systems integration, particularly between Salesforce and Jira, as well as their ability to customize CRM solutions to enhance workflow efficiency. Overall, the sentiment reflects satisfaction with their responsiveness, project management, and technical proficiency, making them a strong fit for projects requiring Salesforce development and integration in these sectors.
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Financial services Software Chemicals & Biotechnology Telecommunications Advertising & marketing Real estate Education Transportation Arts, entertainment & music Retail Nonprofit Consumer Products Automotive Information technology Other industries Consulting Legal Construction Hospitality & leisure Business services Healthcare IT Services Non-profit Consumer products & services Manufacturing MedicalWas this helpful?
Average Project Cost Breakdown
Read All ReviewsWhat Clients Have Said
Peeklogic, LLC is consistently praised for providing excellent value for money, with clients noting that their pricing aligns well with budgets while delivering high-quality services. One client highlighted that Peeklogic's pricing fit their budget and provided good value for the cost, while another emphasized that their work significantly reduced manual processes, ultimately saving time and improving efficiency. Overall, clients express satisfaction with the cost-effectiveness of Peeklogic, LLC's solutions and their ability to adapt to specific needs without compromising quality.Was this helpful?
More responsive than most other service providers
Get in TouchPeeklogic, LLC is very responsive
They are a great candidate to start a conversation with. Send them a short message or project inquiry.Was this helpful?
4 of 4 Berkeley-based reviews are 5 stars2 Berkeley-based reviews for CRM Consulting and SI in past 6 monthsLess than $10,000 avg. project cost for CRM Consulting and SI services in BerkeleyRead Similar ReviewsCRM Consulting and SI project highlight
Salesforce Customization for Financial Institution
5.0 — Peeklogic, LLC has customized Salesforce for a financial institution. The team has automated lead routing, client onboarding, and document tracking, and has integrated Salesforce with the email and Read moreWas this helpful?
$5,000+$200 - $300 / hr50 - 249Serves Berkeley, CAServices provided
100% CRM Consulting and SISee all 15 projectsCloudMasonry is a CRM Consultancy specializing in CRM Implementation, CRM Integration, and Customer Relationship Management Consulting services. Their reviews reflect a high level of expertise, professionalism, and client satisfaction, with 100% of reviewers expressing positive feedback. Clients commend their proactive approach, knowledge in CRM systems, and ability to deliver projects on time and within budget.
Reviews mention Timely
CloudMasonry has received overwhelmingly positive feedback regarding their timeliness in project delivery. Clients consistently noted that projects were completed on or ahead of schedule, with one client stating they delivered 'items on time' and another highlighting their 'exceptional project management' and 'clear communication.' Their proactive approach in addressing potential delays and maintaining flexibility amidst changing requirements further underscores their commitment to timely execution. Overall, clients commend CloudMasonry for their reliability and efficiency in meeting deadlines.-
Custom Software Development for Financial Services Company
5.0 Jun 7, 2024Our consultant always delivered items on time, even if there were delays on our end of the partnership. She was extremely efficient, thorough, and flexible as we tried to keep up with her!
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CRM Consulting for University
5.0 Dec 19, 2023Timely, efficient, and professional.
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Salesforce Automation & Functionality Dev for Direct Energy
5.0 Jan 27, 2021CloudMasonry is always true to their word about what they’re going to deliver, and they’re consistently on time, sticking to or coming in under the budget.
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Salesforce Support for Publishing Company
5.0 Jan 23, 2025They have strong foresight and product knowledge. Available throughout the day with quick timescales to respond to any queries. Project delivered on time with a smile on their faces!
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Salesforce Consulting for Cannabis Marketplace Platform
5.0 Feb 26, 2020The team at CloudMasonry is full of active workers. Each week, we met to test and discuss the feedback, and then within the next week, they made the changes.
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Industry Experience
CloudMasonry has garnered positive feedback across various industries, including education, financial services, insurance, and arts & entertainment. Clients commend their expertise in Salesforce and Pardot for enhancing communication strategies, reporting, and process automation. The general sentiment reflects CloudMasonry's strengths in project management, responsiveness, and delivering tailored solutions, making them an excellent fit for clients in sectors like education and financial services seeking robust digital transformation.
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Education Arts, entertainment & music Insurance Publishing Financial services Nonprofit IT Services Utilities Pharmaceuticals Consumer ProductsWas this helpful?
Average Project Cost Breakdown
Read All ReviewsWhat Clients Have Said
Clients consistently praise CloudMasonry for their competitive pricing and overall value. Feedback highlights that their services fit within budget constraints while delivering high-quality results. For instance, one client noted, 'Pricing fit our budget' and another emphasized, 'Good value for cost.' Overall sentiment reflects satisfaction with the company's ability to meet financial expectations, with multiple reviewers expressing that CloudMasonry offers a strong return on investment through effective project management and timely delivery.Was this helpful?
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$25,000+$25 - $49 / hr1,000 - 9,999San Francisco, CA
Services provided
10% CRM Consulting and SI20% AI Development10% Cloud Consulting & SI +6 services10% Custom Software Development10% E-Commerce Development10% ERP Consulting and SI10% Enterprise App Modernization10% IT Staff Augmentation10% Mobile App DevelopmentSee all 89 projectsSimform is a versatile software development company specializing in mobile app development, platform enhancements, and technical solutions. The company has received overwhelmingly positive feedback, with approximately 95% of reviews highlighting their professionalism, strong communication, and ability to meet deadlines. Several reviewers (around 80%) commend Simform for its collaborative project management approach, technical depth, and alignment with client values, making it a reliable partner for both large-scale and complex projects.
Reviews mention Detail-oriented
Simform has received positive feedback regarding its detail-oriented approach, with clients highlighting their meticulous care in executing project features. One client noted Simform's 'attention to detail and strong communication practices,' while another emphasized their 'meticulous care and attention to detail' in managing critical features of a mobile application. Overall, clients appreciate Simform's commitment to delivering high-quality results in a timely manner, further solidifying its reputation as a reliable partner.-
Mobile App Dev for Hospitality Wellness Platform
5.0 Apr 1, 2026The buyer noted that Simform's attention to detail was quite impressive. They specifically mentioned their attention to detail and strong communication practices as standout qualities. This suggests that Simform is meticulous in their approach to project management and client interaction.
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Custom Software Development for Real Estate Company
5.0 Apr 16, 2024Simform expertly managed critical features of our React Native mobile app build, executing each with meticulous care and attention to detail. Additionally, they have enhanced our cloud infrastructure, and we are excited about the further improvements and innovations that are currently in development in this space.
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Average Project Cost Breakdown
Read All ReviewsWhat Clients Have Said
Simform has received positive feedback regarding its overall cost and value for money. Clients frequently commend the company's pricing as fitting their budgets while providing good value for the quality of work delivered. One client noted that Simform's pricing was competitive and justified by the high level of expertise and responsiveness shown by the team. Another client highlighted that they achieved significant results within budget constraints, further emphasizing Simform's value proposition. Overall, the sentiment around cost-effectiveness is strong among clients.Was this helpful?
See All Locations (10)San Francisco, CA
388 Market Street, Suite 1300
San Francisco, CA 941112 - 5
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Review Rating from Clients
5.0/5.0
Quality
4.7
Schedule
4.8
Cost
5.0
Willing to Refer
5.0
San Francisco clients praise Simform’s ability to combine design sensibility with complex engineering, from building a custom cookbook website and recipe-formatting software to developing features for a government procurement platform. They highlight responsive communication, dependable deadlines, and professional project management.Read Local ReviewsWas this helpful?
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$1,000+$100 - $149 / hr10 - 49Oakland, CA
Services provided
10% CRM Consulting and SI90% Email MarketingSee all 22 projectsScalero is a CRM Consulting and Systems Integration company, specializing in data migration and integration services. Feedback highlights their technical proficiency and problem-solving expertise, with 100% of reviewers noting their timely delivery and responsive communication. Clients particularly appreciate their capability in advising on complex technical queries and efficient data handling.
1 of 1 CRM Consulting and SI reviews are 5 stars1 new review for CRM Consulting and SI in past 6 monthsUnknown avg. project costRead 1 ReviewCRM Consulting and SI PROJECT HIGHLIGHT
CRM Consulting & SI for Email Marketing Platform
5.0 — Scalero helped an email marketing platform migrate their data from Intercom to Customer.io. They configured integrations, set up data pipelines, and advised the client on various questions. Read moreWas this helpful?
Industry Experience
Scalero has demonstrated significant expertise across various industries, including eCommerce, Consumer Products, Education, Hospitality & Leisure, Retail, Home Services, Manufacturing, and Food & Beverage. Clients commend Scalero for their responsive communication, project management, and ability to handle complex tasks, particularly in email marketing strategies and automation. Overall sentiment across industries is highly positive, emphasizing Scalero's strengths in enhancing email performance metrics and providing a collaborative, solution-oriented partnership.
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Information technology Other Industry Manufacturing Food & Beverage Food & Beverages Software Automotive Consumer products & services Consumer Products Home Services Hospitality & leisure Retail eCommerce EducationWas this helpful?
Average Project Cost Breakdown
Read All ReviewsWhat Clients Have Said
Scalero is consistently recognized for providing excellent value for money, with multiple clients noting that their pricing fits within budget while delivering high-quality results. One client highlighted that Scalero's services were a cost-effective alternative to hiring a full-time employee, showcasing their efficiency and value. Overall, the sentiment across reviews reflects satisfaction with Scalero's pricing relative to the quality and effectiveness of their work, affirming their position as a valuable partner.Was this helpful?
Review Rating from Clients
4.8/5.0
Quality
4.9
Schedule
4.9
Cost
4.7
Willing to Refer
4.8
Oakland clients praise Scalero’s email marketing expertise, from segmentation and strategy to Salesforce integration, HTML templates, campaign coding, scheduling, and automation. They report higher conversions and email revenue, improved open rates, and responsive, timely collaboration.Read Local ReviewsWas this helpful?
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Featured
What are Featured Providers?
$5,000+$25 - $49 / hr50 - 249Serves Berkeley, CAServices provided
50% CRM Consulting and SI15% AI Development15% ERP Consulting and SI +3 services10% Low/No Code Development5% Mobile App Development5% Web DevelopmentSee all 31 projectsCynoteck Technology Solutions Pvt. Ltd. is a CRM Consulting and Systems Integration company recognized for its strong work ethic and effective project management. The company successfully developed a robust CRM system for a real estate client, with 100% of feedback highlighting their responsiveness and eagerness to meet client needs.
1 of 1 CRM Consulting and SI reviews are 5 stars$200,000 – $999,999 avg. project costRead 1 ReviewCRM Consulting and SI PROJECT HIGHLIGHT
CRM Development for Coworking Space Company
5.0 — Cynoteck Technology Solutions Pvt. Ltd. has been hired to develop a CRM system for a coworking space company. The team handles the entire development process. Read moreWas this helpful?
Average Project Cost Breakdown
Read All ReviewsWhat Clients Have Said
Cynoteck Technology Solutions Pvt. Ltd. is frequently praised for its cost-effectiveness and value for money. Clients noted that the company's pricing fits within their budgets while delivering high-quality results. For example, one client emphasized that Cynoteck provided 'good value for cost' and another highlighted their 'excellent communication' and 'timely delivery' as key factors contributing to overall satisfaction. The sentiment is overwhelmingly positive, with many clients expressing a willingness to recommend Cynoteck based on their competitive pricing and reliable service.Was this helpful?
More responsive than most other service providers
Get in TouchCynoteck Technology Solutions Pvt. Ltd. is very responsive
They are a great candidate to start a conversation with. Send them a short message or project inquiry.Was this helpful?
$3,000 Basic Package ideal for first-time CRM users. $8,000 Standard Package ideal for existing CRM users $15,000 Enhanced Package for CRM power-usersView PackagesCRM Implementation Packages
Basic Package: CRM Setup, Lead, Opportunity, Contact, Accounts, Activities, Dashboards ||| Standard Package: All features of Basic Package plus Territory Management, Product & Price Book, Lead Channels, Sales Cadence, Mobile App ||| Enhanced Package: All features of Standard Package plus Team Collaboration, Case Management, AutomationsWas this helpful?
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$25,000+$25 - $49 / hr50 - 249Mountain View, CA
Services provided
10% CRM Consulting and SI30% AI Consulting30% Custom Software Development +3 services10% ERP Consulting and SI10% Mobile App Development10% Web DevelopmentSee all 42 projectsCloseloop Technologies LLC is a professional software development company known for offering a wide range of services, including AI and machine learning applications, digital marketing solutions, and custom software development. Their reviews are predominantly positive, with about 95% customer satisfaction, highlighting their timely delivery, excellent project management, and responsive communication. Clients commend their proactive problem-solving and the quality of their technical expertise.
Industry Experience
Closeloop Technologies LLC has demonstrated significant expertise across various industries, including Automotive, Advertising & Marketing, Financial Services, and others. Clients praise their project management, responsiveness, and innovative solutions. In the Automotive sector, they improved logistics accuracy and operational visibility. In Advertising, they enhanced data reporting capabilities for marketing agencies. Their work in Financial Services involved building custom platforms that streamlined processes. Overall, feedback highlights a strong commitment to client needs and effective communication, making them a suitable partner for businesses seeking technology solutions.
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Advertising & marketing Food & Beverages IT Services Financial services Information technology Human Resources Other Industry Media Education Energy & natural resources Design Consulting Arts, entertainment & music Software AutomotiveWas this helpful?
Average Project Cost Breakdown
Read All ReviewsWhat Clients Have Said
Closeloop Technologies LLC is recognized for offering good value for money, with clients frequently noting their competitive pricing and cost-effectiveness. One client highlighted that their pricing fit the budget and was aligned with their needs, while another mentioned Closeloop's ability to deliver high-quality results within a reasonable cost structure. Overall, feedback indicates a positive sentiment regarding the company's pricing strategy, with multiple reviews emphasizing satisfaction with the balance between cost and quality of service.Was this helpful?
$18,000 Best for those who just start Salesforce journey $30,000 Best for Salesforce customisation and optimisation $42,000 Best for enhanced Salesforce capabilitiesView PackagesSalesforce Implementation and Consulting Services
Closeloop has exclusive experience in pioneering robust and scalable Salesforce solutions.Was this helpful?
Review Rating from Clients
5.0/5.0
Quality
5.0
Schedule
5.0
Cost
5.0
Willing to Refer
5.0
Reviewers in San Francisco commend Closeloop Technologies LLC for turning ambitious ideas into custom software, from recruiting platforms with matching and automated scheduling to finance tools, e-commerce apps, and web backends. They emphasize collaborative discovery, technical guidance, and disciplined delivery, reporting faster workflows, successful deployments, and strong user adoption.Read Local ReviewsWas this helpful?
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$10,000+$150 - $199 / hr2 - 9San Ramon, CA
Services provided
30% CRM Consulting and SI15% AI Consulting15% API Development +3 services15% ERP Consulting and SI15% IT Managed Services10% AI AgentsGreen Dolphin Software, a CRM consulting and SI company, focus on CRM consulting and SI and ERP consulting and SI. They were founded in 2016.
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$1,000+$150 - $199 / hr50 - 249San Francisco, CA
Services provided
45% CRM Consulting and SI25% IT Managed Services20% Cloud Consulting & SI +1 service10% Other IT Consulting and SISee all 11 projectsRSM is a consultancy firm specializing in Salesforce implementation, customization, and integration projects. Across their reviews, clients commend RSM for their deep technical expertise, with over 90% of reviewers highlighting their ability to meet project deadlines and budgets. Around 80% of clients noted impressive project management and communication skills, contributing to their high satisfaction rates. RSM consistently demonstrates a client-focused approach, adapting to diverse industry needs and fostering strong, efficient partnerships.
Industry Experience
RSM has demonstrated expertise across various industries, including media, financial services, education, nonprofit, automotive, hospitality, and cannabis. Clients commend RSM for their technical proficiency, efficient communication, and ability to deliver customized solutions that enhance operational efficiency. The overall sentiment is highly positive, particularly in financial services and nonprofit sectors, where RSM's strategic insights and Salesforce implementations have resulted in measurable successes. Their adaptability makes them well-suited for organizations seeking CRM solutions.
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Media Financial services Other industries Automotive Hospitality & leisure EducationWas this helpful?
Average Project Cost Breakdown
Read All ReviewsWhat Clients Have Said
Clients consistently highlight MondayCall's reasonable pricing and exceptional value for money, often noting that projects were completed under budget and ahead of schedule. One client remarked on their efficiency, stating, "They were a pleasure to work with, reasonably priced and very efficient in getting the required project done on time and under budget." Another emphasized that their investment was justified by the quality of service, asserting, "You get what you pay for...quality." Overall, feedback reflects strong satisfaction with the cost-effectiveness of their services.Was this helpful?
More responsive than most other service providers
Get in TouchRSM is very responsive
They are a great candidate to start a conversation with. Send them a short message or project inquiry.Was this helpful?
Review Rating from Clients
4.9/5.0
Quality
5.0
Schedule
5.0
Cost
4.8
Willing to Refer
4.9
Local businesses commend RSM for handling diverse Salesforce work, including CRM rollouts, platform migrations, custom booking calendars, and integrations for digital media operations. Clients describe knowledgeable teams that understand intricate requirements, communicate consistently, and deliver usable solutions that improve efficiency and support business goals.Read Local ReviewsWas this helpful?
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$50,000+$150 - $199 / hr1,000 - 9,999San Francisco, CA
Services provided
30% CRM Consulting and SI25% IT Managed Services15% Cloud Consulting & SI +4 services10% Branding10% IT Strategy Consulting5% Mobile & App Marketing5% UX/UI DesignSee all 1 projectsBluewolf is a consulting firm renowned for its deep expertise in Salesforce and marketing automation services, particularly through Eloqua integration. Feedback highlights their ability to efficiently bridge systems, create manageable campaigns, and reduce costs. Approximately 75% of reviewers emphasize their strong Salesforce skills as a major differentiator, underscoring their reputation for high-quality service and strategic insight.
Industry Experience
Bluewolf has demonstrated strong expertise in the solar and power generation industry, emphasizing their proficiency in integrating marketing automation with Salesforce CRM solutions. Clients noted their ability to simplify complex campaign management and provide consultative best practices. The overall sentiment reflects satisfaction with their collaboration, particularly highlighting cost efficiency and effective project management. Companies in the solar, utilities, and related sectors seeking integrated marketing and Salesforce solutions are likely to find Bluewolf a suitable partner.
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Other IndustryWas this helpful?
Average Project Cost Breakdown
Read All ReviewsWhat Clients Have Said
Clients generally perceive Bluewolf as providing good value for money, particularly due to their expertise in Salesforce integration. One client noted that they successfully reduced costs while enhancing project management quality compared to previous vendors. Their managed service model, which includes a fixed number of hours each month, has been appreciated for its flexibility and efficiency. Overall, the sentiment reflects satisfaction with the balance of cost and service quality offered by Bluewolf.Was this helpful?
See All Locations (5)San Francisco, CA
100 Spear Street Ste. 810
San Francisco, CA 9410576 - 100
+1.415.240.4965
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Review Rating from Clients
5.0/5.0
Quality
4.0
Schedule
4.0
Cost
5.0
Willing to Refer
5.0
San Jose clients praise Bluewolf’s Salesforce expertise and ability to connect Salesforce CRM with Eloqua. They highlight custom solutions for complex campaigns, practical marketing automation guidance, and clear documentation and training that make campaigns easier to manage and replicate.Read Local ReviewsWas this helpful?
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$10,000+$25 - $49 / hr50 - 249San Francisco, CA
Services provided
20% CRM Consulting and SI10% AI Consulting10% AI Development +6 services10% AR/VR Development10% BI & Big Data Consulting & SI10% Custom Software Development10% Generative AI10% Low/No Code Development10% Web DesignSee all 5 projectsCymetrix Infotech Inc. is a CRM consulting firm specializing in CRM implementation and systems integration. The reviews highlight their robust technical expertise, with 100% of clients appreciating their unique solutions for CRM development and integration. They are praised for their responsiveness and project management, with no areas for improvement noted, suggesting a high satisfaction rate among clients.
1 of 2 CRM Consulting and SI reviews are 5 starsUnknown avg. project costRead 2 ReviewsCRM Consulting and SI PROJECT HIGHLIGHT
Custom Software Dev for Branding & Marketing Agency
5.0 — Cymetrix Software provided custom software development for a branding and marketing agency. They built a Salesforce application and integrated a security model. Read moreWas this helpful?
Industry Experience
Cymetrix Software demonstrates extensive expertise across multiple industries, including Information Technology, Advertising & Marketing, and Customer Sentiment Analysis. Clients commend their exceptional project management, timely delivery, and ability to create tailored solutions that enhance operational efficiency and data integration. Overall sentiment reflects a strong positive impact on metrics such as ROI, lead tracking, and CRM functionalities, indicating a good fit for companies seeking data-driven solutions in these sectors.
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Research Human Resources Information technology Advertising & marketingWas this helpful?
Average Project Cost Breakdown
Read All ReviewsWhat Clients Have Said
Clients consistently highlight Cymetrix Software's competitive pricing and excellent value for money. One review emphasized their 'good value for cost,' while another noted that their pricing fit the client's budget perfectly. Additionally, feedback indicates that Cymetrix delivers high-quality solutions within budgetary constraints, demonstrating a commitment to providing significant returns on investment. Overall, the sentiment reflects strong satisfaction with the financial aspects of their services.Was this helpful?
See All Locations (4)San Francisco, CA
555 California Street
San Francisco, CA 941042 - 5
+1 650-334-4141
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$10,000+$100 - $149 / hr10 - 49San Francisco, CA
Services provided
10% CRM Consulting and SI30% Cloud Consulting & SI25% Custom Software Development +3 services15% Web Development10% BI & Big Data Consulting & SI10% Low/No Code DevelopmentSee all 9 projectsGalliot is a CRM Consulting and Systems Integration company that specializes in custom CRM development and integration services. Clients appreciate their professionalism and timely project delivery, with 100% of reviewers noting positive impacts such as reduced labor costs. While initial system issues were reported, overall satisfaction remains high.
1 of 1 CRM Consulting and SI reviews are 5 stars$10,000 – $49,000 avg. project costRead 1 ReviewCRM Consulting and SI PROJECT HIGHLIGHT
Custom Software, CRM Consulting & SI for Dental Clinic
5.0 — Galliot provided development services for a dental clinic. The team developed a CRM system for the client’s internal associates using Pipedrive. In addition, they provided CRM consulting and phone Read moreWas this helpful?
Industry Experience
Galliot has demonstrated expertise across several industries, including Advertising & Marketing, Medical, Information Technology, Financial Services, and Sustainability Consulting. Feedback highlights their strengths in building custom web applications, CRM systems, and cloud infrastructure, showcasing a solid ability to integrate and streamline complex operations. Overall sentiment is positive, with clients praising their responsiveness, professionalism, and ability to adapt to various industry needs. This makes Galliot a strong candidate for projects in technology-driven fields, particularly those requiring custom software solutions.
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Medical Healthcare Environmental Services Software Financial services Information technology Advertising & marketingWas this helpful?
Average Project Cost Breakdown
Read All ReviewsWhat Clients Have Said
Clients consistently highlight Galliot's competitive pricing and value for money across various projects. One client noted their pricing fit within budget and provided good value for the cost. Another emphasized Galliot's affordable rates, contributing to their decision to engage. Overall sentiment reflects satisfaction with the financial investment, with several clients expressing appreciation for the quality of service relative to the costs involved, reinforcing Galliot's reputation as a cost-effective choice for development needs.Was this helpful?
Review Rating from Clients
4.9/5.0
Quality
4.6
Schedule
4.5
Cost
4.3
Willing to Refer
5.0
San Francisco clients praise Galliot’s ability to deliver complex software work, from a data-rich sustainability web application to medical AI tooling and new product development. They highlight strong engineering expertise, quick ramp-up, responsive communication, and support with product roadmaps and scoping.Read Local ReviewsWas this helpful?
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$75,000+$200 - $300 / hr250 - 999San Francisco, CA
Services provided
15% CRM Consulting and SI20% Branding20% Marketing Strategy +3 services20% UX/UI Design15% Advertising10% Email MarketingSee all 7 projectsTraction is a versatile digital marketing and creative agency known for its comprehensive services, including web development, branding, and campaign strategy. Across various reviews, Traction is praised for its innovative approach, effective project management, and a high level of client satisfaction, with approximately 100% of reviews highlighting their professionalism and strategic insight. Clients commend their ability to handle complex projects with agility and competence.
Reviews mention Collaborative
Clients have provided overwhelmingly positive feedback regarding Traction's collaborative approach. One client noted their immersive and transparent methodologies, emphasizing that the working relationship was excellent and welcoming. The ability to engage effectively across teams, including IT, was highlighted as a key strength. Another client remarked on the low levels of red tape and a sense of humor that made the collaboration enjoyable. Overall, the sentiment reflects a strong appreciation for Traction's commitment to collaboration and client engagement.-
Web and User Experience Design for Large United States Bank
5.0 Oct 21, 2014I think their methodologies are splendid. They’re transparent and easily understood. They really like to get engaged, and they’re immersive and collaborative. There wasn’t a time when we weren’t welcome at their offices, or that they couldn’t come to ours. Nothing was too much trouble, just a very excellent working relationship.
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Web and User Experience Design for Large United States Bank
5.0 Oct 21, 2014Very little red tape and a great sense of humor. These guys really know how to work hard, play hard. I hear people say it all the time, but with them I really experienced it. They have a really good time delivering on complex business needs, and do so with accuracy, both in timing and in financial structure. It was a really collaborative process and a really good experience.
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Industry Experience
Traction has demonstrated expertise across various industries including food manufacturing, arts and entertainment, information technology, and financial services. Clients commend their strategic approach, creative capabilities, and ability to deliver projects on time and within budget. Positive feedback highlights their understanding of target audiences, strong project management skills, and the ability to adapt to unique client needs. Overall sentiment is highly favorable, particularly in arts and technology, making Traction a suitable choice for clients in these sectors.
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Other industries Financial services Arts, entertainment & music Information technologyWas this helpful?
Average Project Cost Breakdown
Read All ReviewsWhat Clients Have Said
Clients generally perceive Traction as providing strong value for money, with project costs ranging from $120,000 to over $1 million. Feedback highlights their ability to deliver high-quality work, effective communication, and responsiveness. One client noted, 'We spent between $200,000–$450,000 and received fantastic initial feedback,' while another stated, 'We spent close to a million dollars... our team’s satisfaction is 10 out of 10.' Overall, clients feel they receive significant returns on their investment.Was this helpful?
Review Rating from Clients
4.8/5.0
Quality
4.7
Schedule
4.7
Cost
4.5
Willing to Refer
5.0
San Francisco clients praise Traction’s ability to grow from technical website work into a strategic, end-to-end partnership. They highlight responsive web design, technology storytelling, creative assets, marketing automation, and demo videos, alongside strong project management and improvements in customer satisfaction and users’ understanding.Read Local ReviewsWas this helpful?
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$10,000+Undisclosed2 - 9San Francisco, CA
Services provided
10% CRM Consulting and SI90% Email MarketingSee all 9 projectsRyzeo is a specialized email marketing company that provides automated and customizable email solutions to enhance customer engagement and sales conversions. Reviews highlight their exceptional customer service, with 80% of clients praising their personalized support and responsiveness. The company is noted for its effective integration and high ROI, with clients reporting significant improvements in sales and customer retention.
Reviews mention Customized support
Clients have expressed high satisfaction with Ryzeo's customized support, highlighting the company's personal attention to unique needs. One client noted the effective collaboration with a dedicated representative, who provided expert communication and tailored solutions. The ability to create a custom email for product reviews was particularly praised, resulting in significant positive customer feedback. Overall, the sentiment reflects a strong appreciation for Ryzeo's responsiveness and adaptability in addressing specific client requirements.-
Email Marketing for Gas Barbeque Grill Parts Retailer
5.0 Sep 28, 2022I was immediately impressed by the personal attention given to my unique situation. I tend to have a lot of detailed questions. Ryzeo provided that human element that is missing from so, so many companies these days. They listened to my questions and concerns, addressed them in expert detail, and most important, made me feel like an intelligent human being with legitimate input and not a number/case/lead.
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Industry Experience
Ryzeo has garnered positive feedback across several industries, including Consumer Products, Retail, Education, and Automotive. Clients commend their expertise in email marketing, particularly for automated campaigns that enhance customer engagement and drive sales. Notable successes include significant sales increases, improved conversion rates, and enhanced customer retention. Overall, sentiment is favorable, highlighting Ryzeo's exceptional customer service, customization capabilities, and impact on business growth, making them a strong fit for clients in e-commerce and retail sectors.
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Consumer Products Retail Education AutomotiveWas this helpful?
Average Project Cost Breakdown
Read All ReviewsWhat Clients Have Said
Clients consistently commend Ryzeo for offering competitive pricing and exceptional value for money. For instance, one client noted that Ryzeo's services helped drive $16k in sales for a winery, translating to 75% of total sales in September. Another client highlighted their cost-effectiveness, stating they were impressed with the strong ROI from their email campaigns. Overall, feedback reflects a high level of satisfaction with Ryzeo's pricing and the tangible results delivered.Was this helpful?
Review Rating from Clients
5.0/5.0
Quality
5.0
Schedule
5.0
Cost
5.0
Willing to Refer
5.0
Napa-based clients praise Ryzeo’s expertise in integrating automated email flows with online shopping carts, including welcome and abandoned-cart campaigns tailored to consumer behavior. One winery reviewer said the campaigns touched 75% of September sales and highlighted responsive support and hands-on setup assistance.Read Local ReviewsWas this helpful?
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$10,000+$50 - $99 / hr10 - 49San Francisco, CA
Services provided
15% CRM Consulting and SI20% Custom Software Development20% Web Development +4 services15% ERP Consulting and SI10% E-Commerce Development10% UX/UI Design10% Web DesignSee all 4 projectsSingula team is a software development company specializing in developing and modernizing complex systems, particularly in Ruby on Rails and microservice architecture. Across their reviews, they are praised for their expertise and professionalism, with no negative feedback reported. Both clients highlighted their effective project management and the innovative solutions provided, indicating a 100% satisfaction rate with their services.
Reviews mention Unique expertise
Clients express high satisfaction with Singula's unique expertise, highlighting their ability to deliver reliable and scalable solutions. One CEO noted the team's impressive depth of knowledge, stating, "They provide developers with great expertise, so we didn't have to search for solutions ourselves." The overall sentiment reflects confidence in Singula's capabilities, indicating that their specialized skills significantly contributed to successful project outcomes.-
Search Engine Dev for Real Estate & Legal Consulting Firm
5.0 Nov 29, 2022The architecture of the designed system has a common entry point (API Gateway), which can be physically duplicated to increase reliability. Some of the services are closed from the public Internet by a specially configured service on a local subdomain that acts as a request balancer. We control the availability of the service through centralized monitoring using the 'heartbeat' approach, in which each service periodically sends information about itself to the monitoring service, reporting basic information and metrics.
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Industry Experience
Singula has demonstrated expertise across the real estate and IT services industries. In real estate, they successfully developed a scalable search engine for a luxury property aggregator, earning praise for their reliability and innovative microservice architecture. In IT services, they transformed a pharmaceutical company's processes with a modular ERP/CRM system, showcasing their proficiency in modern technology stacks. Overall, feedback highlights their professionalism, project management skills, and technical knowledge, making them a strong candidate for projects in both sectors.
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Real estate IT ServicesWas this helpful?
Average Project Cost Breakdown
Read All ReviewsWhat Clients Have Said
Clients consistently commend Singula for their competitive pricing and exceptional value for money. One CEO noted that their expertise eliminated the need for extensive problem-solving on the client's part, while another co-founder praised the team's professionalism and innovative solutions. Overall, feedback indicates that clients feel they received high-quality deliverables relative to the investment, reinforcing Singula's reputation as a reliable and cost-effective partner in technology projects.Was this helpful?
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$50,000+$150 - $199 / hr10 - 49San Francisco, CA
Services provided
40% CRM Consulting and SI20% Cloud Consulting & SI20% Custom Software Development +1 service20% UX/UI DesignSee all 2 projectsGo Nimbly is a specialized consulting firm that offers Salesforce and Eloqua integration and development services. The reviews highlight their agility, responsiveness, and deep understanding of clients' business needs, with a 100% positive feedback rate. Clients commend their ability to seamlessly integrate systems, improve user interfaces, and enhance operational efficiency. Notable is their quick deployment of resources and strong adherence to project timelines and budgets.
Reviews mention Timely
Clients consistently express positive sentiments regarding Go Nimbly's timeliness in project delivery. One client noted their ability to provide resources swiftly, stating, "Go Nimbly was able to provide somebody that day or the next day." Another emphasized their responsiveness, remarking they were "highly responsive, able to deliver on time and within budget." Overall, feedback highlights Go Nimbly's commitment to meeting deadlines without compromising quality, reinforcing their reputation as a reliable partner.-
Custom Salesforce Development For Education Management Firm
5.0 Jul 9, 2015They were highly responsive, able to deliver on time and within budget. I don't believe we ever experienced a cost overrun of any kind. One of the main benefits working with them was that Go Nimbly knew our business very well, and were very good business partners for the project. Internally, we used a project management tool, and Go Nimbly did as well. What we ended up agreeing on was using their project management tools, which were cloud-based tools that we could just log into and get visibility.
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Custom Salesforce and Eloqua Integration For Twilio
5.0 Jul 10, 2015The person working on the Salesforce implementation was really personable and always on time. Go Nimbly provided all the workflows. On the Eloqua side, marketing has been asking if she would like to come work for us. She's very personable, she's always on time, she schedules meetings, a lot of documentation, and she always has good feedback, always very positive.
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Industry Experience
Go Nimbly has demonstrated expertise in the Education and IT Services industries, receiving positive feedback for their custom Salesforce developments and integrations. In Education, they contributed to a 20% increase in coaching capacity through improved user interface design and consolidated information systems. In IT Services, they provided agile support in sales operations, excelling in documentation and integration for Salesforce and Eloqua. Overall, clients appreciate their responsiveness, understanding of business needs, and ability to deliver within budget.
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Education IT ServicesWas this helpful?
Average Project Cost Breakdown
Read All ReviewsWhat Clients Have Said
Clients have expressed that Go Nimbly offers good value for money, often delivering projects on time and within budget. One client noted a significant investment of around $500,000 for a Salesforce project, which resulted in a 20% increase in productivity. Another client appreciated the promptness of resource allocation without high minimum commitments, highlighting their agility and responsiveness. Overall, the sentiment is positive, with clients recognizing the balance of cost and quality in their service delivery.Was this helpful?
Review Rating from Clients
5.0/5.0
Quality
4.5
Schedule
5.0
Cost
4.5
Willing to Refer
5.0
Local clients describe Go Nimbly as an agile, business-minded partner for diverse projects: custom Salesforce coaching platforms, CRM and marketing automation integrations, and an app with geolocation services. They value the team’s responsiveness, documentation, and project management, noting smoother systems and a 20% rise in students served per coach.Read Local ReviewsWas this helpful?
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$1,000+< $25 / hr250 - 999San Francisco, CA
Services provided
10% CRM Consulting and SI60% Market Research20% Sales Outsourcing +1 service10% Digital StrategySee all 1 projectsDataBees is a research services company specializing in lead identification and database expansion. With consistently high-quality work and exceptional communication, they have garnered positive feedback for their ability to generate tangible results. Approximately 100% of reviewers praise their effective communication, highlighting account manager Irakli’s proactive updates and detailed project management.
Industry Experience
DataBees has demonstrated significant expertise in the software and e-commerce technology industries, particularly in lead generation and database expansion. Clients have praised their high-quality work, effective communication, and ability to deliver impactful results, such as generating sales opportunities. Overall sentiment reflects strong satisfaction, indicating that DataBees is a suitable partner for businesses in need of research and lead qualification services within these sectors.
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SoftwareWas this helpful?
Average Project Cost Breakdown
Read All ReviewsWhat Clients Have Said
Clients have praised DataBees for their cost-effectiveness and value for money, highlighting the quality of work in relation to pricing. One client noted that their decision to continue working with DataBees was influenced by consistent quality and communication over multiple projects. Overall, the sentiment reflects satisfaction with the pricing structure, as clients feel they receive substantial value for their investment.Was this helpful?
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$10,000+$50 - $99 / hr1,000 - 9,999San Francisco, CA
Services provided
30% CRM Consulting and SI30% E-Commerce Development30% Mobile App Development +1 service10% Social Media MarketingAKQA is a CRM consulting and SI company. In San Francisco, California and London, England, the firm was founded in 1994. Their team provides CRM consulting and SI and E-Commerce Development.
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$10,000+$25 - $49 / hr10 - 49San Francisco, CA
Services provided
100% CRM Consulting and SIZen Cloud Technologies is a CRM consulting and SI company. They are in San Francisco, California. Their team provides CRM consulting and SI.
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$1,000+Undisclosed2 - 9San Francisco, CA
Services provided
70% CRM Consulting and SI30% Custom Software DevelopmentExerium is a CRM consulting and SI company. The San Francisco, California-based firm offers CRM consulting and SI and Custom Software Development.
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UndisclosedUndisclosed10 - 49San Francisco, CA
Services provided
100% CRM Consulting and SISiimply7, a small CRM consulting and SI company, is headquartered in San Francisco, California. The team focuses on CRM consulting and SI.
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$100,000+$300+ / hr10,000+San Francisco, CA
Services provided
25% CRM Consulting and SI30% Data Annotation Services25% Sales Outsourcing +1 service20% Generative AIEstablished in 1999, SalesForsaas is a Data Annotation Services company. Their services include Data Annotation Services and CRM consulting and SI.
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$50,000+$200 - $300 / hr1,000 - 9,999San Francisco, CA
Services provided
20% CRM Consulting and SI20% Business Consulting20% Cloud Consulting & SI +2 services20% Cybersecurity20% IT Strategy ConsultingWest Monroe is a cloud consulting & SI company. They offer cloud consulting & SI and CRM consulting and SI and were established in 2002.
Read moreSee All Locations (8)San Francisco, CA
201 California St Suite 440
San Francisco, CA 9411121 - 30
415-653-1450
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UndisclosedUndisclosed2 - 9San Francisco, CA
Services provided
60% CRM Consulting and SI40% Cloud Consulting & SICumulus Vision is a CRM consulting and SI company established in 2012. The company offers CRM consulting and SI and cloud consulting & SI.
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$5,000+$150 - $199 / hr1,000 - 9,999San Francisco, CA
Services provided
25% CRM Consulting and SI25% Digital Strategy15% Email Marketing +3 services15% Social Media Marketing10% Content Marketing10% Public RelationsFounded in 1971, Merkle is a large CRM consulting and SI company. Their team focuses on CRM consulting and SI and Digital Strategy.
Read moreSee All Locations (22)San Francisco, CA
405 Howard St., 6th Floor
San Francisco, CA 9410550 - 75
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UndisclosedUndisclosed10 - 49San Francisco, CA
Services provided
100% CRM Consulting and SIDataGrail is a CRM consulting and SI company. Their team is in San Francisco, California and provides CRM consulting and SI.
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UndisclosedUndisclosed50 - 249San Francisco, CA
Services provided
100% CRM Consulting and SIFounded in 2007, Pardot is a CRM consulting and SI company. Located in San Francisco, California, the team focuses on CRM consulting and SI.
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UndisclosedUndisclosed250 - 999Alamo, CA
Services provided
80% CRM Consulting and SI20% Mobile App DevelopmentArganoaMind, a CRM consulting and SI company, is headquartered in Alamo, California. Their services include CRM consulting and SI and Mobile App Development.
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UndisclosedUndisclosed10 - 49San Francisco, CA
Services provided
100% CRM Consulting and SIIn San Francisco, California, ECHO Technology Solutions is a small CRM consulting and SI company. The team offers CRM consulting and SI.
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UndisclosedUndisclosed10 - 49Pleasant Hill, CA
Services provided
100% CRM Consulting and SIAARIN is a CRM consulting and SI company. Their small team is headquartered in Pleasant Hill, California and focuses on CRM consulting and SI. The firm was established in 2012.
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UndisclosedUndisclosed250 - 999San Francisco, CA
Services provided
40% CRM Consulting and SI40% Cloud Consulting & SI20% Business ConsultingLaunched in 2004, A5 is a cloud consulting & SI company. Headquartered in San Francisco, California and Toronto, Canada, the team provides cloud consulting & SI and CRM consulting and SI.
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UndisclosedUndisclosed10 - 49San Francisco, CA
Services provided
100% CRM Consulting and SIWest Coast Consulting Group is a CRM consulting and SI company. The team specializes in CRM consulting and SI, and the agency is based in San Francisco, California.
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UndisclosedUndisclosed2 - 9Albany, CA
Services provided
100% CRM Consulting and SIStrategic Organizing Systems, a CRM consulting and SI company, is based in Albany, California. They provide CRM consulting and SI.
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UndisclosedUndisclosed10 - 49San Francisco, CA
Services provided
100% CRM Consulting and SICadalys, Inc. Is a San Francisco, California-based CRM consulting and SI company. They focus on CRM consulting and SI.
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UndisclosedUndisclosed10 - 49Walnut Creek, CA
Services provided
100% CRM Consulting and SIStarrData is a CRM consulting and SI company. Headquartered in Walnut Creek, California, their small team focuses on CRM consulting and SI. The agency was founded in 2009.
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$1,000+$25 - $49 / hr2 - 9San Francisco, CA
Services provided
20% CRM Consulting and SI50% E-Commerce Development20% Web Development +2 services5% Graphic Design5% UX/UI DesignSee all 4 projectsZona Digital provides CRM Consultancy, CRM Implementation, and broader CRM Services to enhance client business operations. The overall feedback highlights their strong project management skills, timely delivery, and dedication to exceeding expectations. Clients appreciate their cost-effective solutions and alignment with company values, noting significant improvements in conversion rates and website traffic.
Industry Experience
Zona Digital has demonstrated significant expertise in the healthcare industry, particularly in developing and modernizing websites for organizations like NGOs focused on mental health. Feedback highlights their strengths in delivering high-quality, functional, and user-friendly digital solutions promptly. Clients appreciated their swift communication and responsiveness, emphasizing the positive impact of their services. Overall sentiment within the healthcare sector indicates that Zona Digital is a strong fit for similar projects requiring effective digital transformation.
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HealthcareWas this helpful?
Average Project Cost Breakdown
Read All ReviewsWhat Clients Have Said
Clients have praised Zona Digital for delivering exceptional value for money, often exceeding expectations in terms of service quality and project outcomes. One client highlighted their satisfaction with the timely delivery of high-quality services, noting that the team's swift response to requests was particularly impressive. Overall, feedback indicates that clients feel they received significant value relative to the costs incurred, affirming Zona Digital's competitive pricing and effective project execution.Was this helpful?
See All Locations (2)San Francisco, CA
Jones Street
San Francisco, CA 941091
+171688001515
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UndisclosedUndisclosed10 - 49San Francisco, CA
Services provided
50% CRM Consulting and SI50% Cloud Consulting & SIOriginal Shift is a cloud consulting & SI and CRM consulting and SI company. Founded in 2018, their team focuses on cloud consulting & SI and CRM consulting and SI.
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UndisclosedUndisclosed10 - 49San Francisco, CA
Services provided
50% CRM Consulting and SI50% Cloud Consulting & SISee all 1 projectsAdvanced Communities specializes in validation upgrades, software and hardware upgrades, and new software rollouts. Their technical prowess and commitment to providing optimal solutions stand out in client feedback. Reviewers consistently commend their quick response times and effective collaboration, indicating a reliable and professional service.
See All Locations (2)San Francisco, CA
SOMA 2, 156 2nd Street
San Francisco, CA 9410510 - 15
+1 810.515.8345
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UndisclosedUndisclosed10 - 49San Francisco, CA
Services provided
50% CRM Consulting and SI50% E-Commerce DevelopmentFounded in 2019, Brick Lane is a small CRM consulting and SI and e-commerce development firm based in San Francisco, California. Their team focuses on CRM consulting and SI and E-Commerce
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UndisclosedUndisclosed10 - 49Berkeley, CA
Services provided
33% CRM Consulting and SI33% BI & Big Data Consulting & SI33% IT Managed Services +1 service1% BlockchainEnnube Solutions, a big data company, is headquartered in Berkeley, California and Quito, Ecuador. They specialize in BI & big data consulting & SI and CRM consulting and SI and were launched in
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$1,000+< $25 / hr10 - 49San Francisco, CA
Services provided
35% CRM Consulting and SI35% Back Office Outsourcing30% Sales OutsourcingRevGen Genius is a CRM consulting and SI company established in 2022. The company specializes in CRM consulting and SI and Back Office Outsourcing.
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$1,000+$100 - $149 / hr2 - 9San Francisco, CA
Services provided
40% CRM Consulting and SI35% AI Consulting15% API Development +1 service10% Low/No Code DevelopmentGeniusHub, a CRM consulting and SI company, was founded in 2018. They offers CRM consulting and SI and AI Consulting.
Read moreSee All Locations (2)San Francisco, CA
995 Market Street
San Francisco, CA 941032 - 5
(415) 523-8465
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Undisclosed$100 - $149 / hr250 - 999San Ramon, CA
Services provided
60% CRM Consulting and SI20% ERP Consulting and SI10% Call Center Services +1 service10% Other IT Consulting and SISee all 2 projectsFive9 is a technology solutions provider specializing in contact center operations and Salesforce integration. Feedback from clients is mixed; 50% commend their project management, diligence, and problem-solving abilities, while others criticize communication and outdated software interfaces. Overall, they are recognized for their dedication and structured problem-solving but face challenges with communication and software usability.
Reviews mention Helpful
Clients have expressed high satisfaction with Five9's responsiveness and project management capabilities. One reviewer highlighted their diligence in project completion and prompt communication, noting that Five9's team often reaches out directly to troubleshoot issues, particularly during transitions. The ability to diagnose technical problems was also praised as highly effective. Overall sentiment indicates that Five9 is helpful and committed to ensuring client success, despite some feedback regarding their software interface needing updates.-
Sales & Marketing Support for Legal Service Access Firm
4.0 Jul 29, 2020When we transitioned to work from home, Five9 was really helpful in troubleshooting some of the issues my team was dealing with. The team went so far as to reach out to my team members directly to help them troubleshoot issues. They went above and beyond in that regard when we made that transition. Also, their ability to diagnose technical problems is excellent. Five9 provides really structured approaches to finding solutions. It’s very helpful.
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Industry Experience
Five9 has received mixed feedback across industries. In Financial Services, clients noted challenges with communication and integration, suggesting potential clients seek alternative vendors. Conversely, in the Legal sector, Five9 is praised for their project management, diligence, and technical support, which significantly improved operational efficiency and lead management. Overall, they demonstrate strengths in responsiveness and problem-solving in Legal, while clients in Financial Services highlight communication as an area for improvement. Organizations in the Legal industry may find them to be a better fit.
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Financial services LegalWas this helpful?
Average Project Cost Breakdown
Read All ReviewsWhat Clients Have Said
Client feedback on Five9 indicates mixed sentiments regarding overall value and cost. One client invested $20,000–$30,000 but faced significant communication issues, advising potential customers to seek alternatives. Conversely, another client, who spent between $10,000–$50,000, praised Five9 for their diligent project management and timely responses, emphasizing the positive impact on efficiency and sales. Overall, while some clients recognize the value in project execution, concerns about communication and outdated software may affect perceived value for money.Was this helpful?
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$1,000+$50 - $99 / hr10 - 49San Francisco, CA
Services provided
30% CRM Consulting and SI30% IT Strategy Consulting10% BI & Big Data Consulting & SI +4 services10% IT Managed Services10% Unified Communications Consulting & SI5% ERP Consulting and SI5% Other IT Consulting and SIOddience is an IT strategy consulting company. They are headquartered in Lagos, Nigeria and San Francisco, California, and their services include IT strategy consulting and CRM consulting and SI.
Read moreSee All Locations (2)San Francisco, CA
58 Howard Street #2
San Francisco, CA 941052 - 5
(+68)1221 09876
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Undisclosed$100 - $149 / hr10 - 49San Francisco, CA
Services provided
20% CRM Consulting and SI20% BI & Big Data Consulting & SI15% Business Consulting +4 services15% Email Marketing10% Conversion Optimization10% Custom Software Development10% Digital StrategySee all 3 projectsCRMT Digital is a CRM consultancy specializing in CRM consulting, CRM implementation, and CRM systems integration. With 100% positive feedback across reviews, clients commend their excellent project management, responsiveness, and ability to simplify complex processes. Reviewers highlight their expertise in CRM integration and their effectiveness in enhancing marketing operations and GDPR compliance.
3 of 3 CRM Consulting and SI reviews are 5 stars$50,000 – $199,999 avg. project costRead 3 ReviewsCRM Consulting and SI PROJECT HIGHLIGHT
Digital Strategy for PC Manufacturing Company
5.0 — A PC manufacturing company hired CRMT Digital for their digital strategy services, including integration support, lead management, GDPR consultation, CRM strategy, and marketing automation. Read moreWas this helpful?
Average Project Cost Breakdown
Read All ReviewsWhat Clients Have Said
Clients consistently express satisfaction with CRMT Digital's pricing, noting it aligns well with their budgets while delivering strong value. One client highlighted that CRMT Digital provided 'good value for cost,' and another emphasized their 'great culture fit' alongside competitive pricing. Overall sentiment reflects that clients believe they received quality services that justified the investment, with no major concerns regarding cost-effectiveness reported.Was this helpful?
See All Locations (2)San Francisco, CA
1 Sansome Street
San Francisco, CA 941041
+1 415 590 4884
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$1,000+$50 - $99 / hr50 - 249San Francisco, CA
Services provided
20% CRM Consulting and SI40% Web Design20% Branding +1 service20% Social Media MarketingMidsize web design company Exploride Web Design, is based in Bluffdale, Utah and San Francisco, California. Their services include Web Design and Branding.
Read moreSee All Locations (2)San Francisco, CA
1 Market Street
San Francisco, CA 94105201 - 250
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$5,000+Undisclosed2 - 9San Francisco, CA
Services provided
20% CRM Consulting and SI30% Email Marketing20% Demand Generation Marketing +3 services10% Account-Based Marketing10% Call Center Services10% Event MarketingSee all 3 projectsRevSculpt is a specialized outreach optimization company known for crafting industry-specific, data-driven communication systems. Reviews highlight an impressive 100% satisfaction rate, with clients noting exceptional project management and tailored outreach strategies. Approximately 70% of reviewers praise their innovative approach to signal-based systems, although some mention initial adjustments needed for industry-specific language.
Industry Experience
RevSculpt demonstrates notable expertise in the Advertising & Marketing and Maritime industries. In Advertising & Marketing, they excel in outreach strategies and project management, receiving high praise for generating qualified leads and innovative messaging. In the Maritime sector, their tailored approaches optimize customer acquisition and process improvements, leading to significant engagement in a niche market. Overall, clients commend RevSculpt for their strategic insights and effective communication, making them a strong fit for businesses in both industries.
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Other industriesWas this helpful?
Average Project Cost Breakdown
Read All ReviewsWhat Clients Have Said
RevSculpt is perceived positively in terms of cost and value for money, with clients noting that their pricing fits within budgets while delivering substantial results. One client highlighted that they chose RevSculpt for their good value compared to other options, stating they spent approximately $7,000 monthly and received qualified leads. Another client emphasized that the pricing aligned well with their budget and praised the company's culture fit. Overall, clients appreciate the effective outcomes relative to their investment.Was this helpful?
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See All Locations (2)San Francisco, CA
333 Bush St & 1 Sansome St
San Francisco, CA 941041
+37126892221
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UndisclosedUndisclosed10 - 49San Francisco, CA
Services provided
20% CRM Consulting and SI40% IT Strategy Consulting20% Mobile App Development +2 services10% Cloud Consulting & SI10% IT Managed ServicesEstablished in 2016, ScreenMeet is a small San Francisco, California-based IT strategy consulting company. Their services include IT strategy consulting and CRM consulting and SI.
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$1,000+$25 - $49 / hr10 - 49San Francisco, CA
Services provided
25% CRM Consulting and SI25% Application Management & Support25% IT Managed Services +1 service25% IT Staff AugmentationTransformyze is a CRM consulting and SI company. Founded in 2022, the company is in San Francisco, California. Their services include CRM consulting and SI and IT managed services.
Read more -
$10,000+$100 - $149 / hr2 - 9Walnut Creek, CA
Services provided
25% CRM Consulting and SI25% BI & Big Data Consulting & SI25% Cloud Consulting & SI +1 service25% IT Strategy ConsultingLaunched in 2023, MMs Metrics Lab LLC is an IT strategy consulting company. The small team offers IT strategy consulting and cloud consulting & SI.
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UndisclosedUndisclosed50 - 249San Francisco, CA
Services provided
15% CRM Consulting and SI20% IT Strategy Consulting20% Market Research +3 services15% Cloud Consulting & SI15% IT Managed Services15% Web DevelopmentDemanday intent driven is a Market Research company headquartered in San Francisco, California and Pune, India. They specialize in Market Research and IT strategy consulting.
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$1,000+$50 - $99 / hr2 - 9San Francisco, CA
Services provided
20% CRM Consulting and SI20% Demand Generation Marketing20% Digital Strategy +2 services20% Search Engine Optimization20% Web DevelopmentHeadquartered in San Francisco, California, cxurious is a small Digital Strategy company. Their services include Digital Strategy and Search Engine Optimization.
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$10,000+$150 - $199 / hr50 - 249Walnut Creek, CA
Services provided
10% CRM Consulting and SI90% Email MarketingIn Walnut Creek, California and Bainbridge Island, Washington, Spear Marketing Group is an Email Marketing company. The team specializes in Email Marketing and CRM consulting and SI.
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$1,000+$25 - $49 / hr10 - 49San Ramon, CA
Services provided
50% CRM Consulting and SI50% Custom Software DevelopmentCXcherry is a CRM consulting and SI and custom software development firm. Launched in 2021, the team specializes in CRM consulting and SI and Custom Software Development.
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Focus (x-axis)
Focus accounts for a company’s specialization within a certain service.
Ability to Deliver (y-axis)
Ability to Deliver considers three criteria:
- Client feedback and reviews
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List of the Top 11 Berkeley CRM Companies
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$1,000+$150 - $199 / hr50 - 249San Francisco, CA
Ability to deliver
29/40.016.2/20 Reviews8.8/10 Clients & Experience4/10 Market PresenceService focus
45% CRM Consulting and SI55% Other -
$25,000+$25 - $49 / hr1,000 - 9,999San Francisco, CA
Ability to deliver
35.6/40.020/20 Reviews10/10 Clients & Experience5.6/10 Market PresenceService focus
10% CRM Consulting and SI90% Other -
$50,000+$150 - $199 / hr1,000 - 9,999San Francisco, CA
Ability to deliver
27.4/40.016.2/20 Reviews6.8/10 Clients & Experience4.5/10 Market PresenceService focus
30% CRM Consulting and SI70% Other -
$1,000+$100 - $149 / hr10 - 49Oakland, CA
Ability to deliver
33.6/40.018.8/20 Reviews10/10 Clients & Experience4.8/10 Market PresenceService focus
10% CRM Consulting and SI90% Other -
$10,000+$25 - $49 / hr50 - 249San Francisco, CA
Ability to deliver
29.1/40.016.2/20 Reviews8.8/10 Clients & Experience4.1/10 Market PresenceService focus
20% CRM Consulting and SI80% Other -
$10,000+$100 - $149 / hr10 - 49San Francisco, CA
Ability to deliver
30.5/40.015.8/20 Reviews10/10 Clients & Experience4.7/10 Market PresenceService focus
10% CRM Consulting and SI90% Other -
$75,000+$200 - $300 / hr250 - 999San Francisco, CA
Ability to deliver
25.3/40.015.6/20 Reviews3.7/10 Clients & Experience6/10 Market PresenceService focus
15% CRM Consulting and SI85% Other -
$10,000+Undisclosed2 - 9San Francisco, CA
Ability to deliver
28.9/40.015.6/20 Reviews9.2/10 Clients & Experience4/10 Market PresenceService focus
10% CRM Consulting and SI90% Other -
$10,000+$50 - $99 / hr10 - 49San Francisco, CA
Ability to deliver
26.7/40.016.2/20 Reviews6.4/10 Clients & Experience4.1/10 Market PresenceService focus
15% CRM Consulting and SI85% Other -
$50,000+$150 - $199 / hr10 - 49San Francisco, CA
Ability to deliver
20.4/40.016.2/20 Reviews0/10 Clients & Experience4.2/10 Market PresenceService focus
40% CRM Consulting and SI60% Other -
$1,000+< $25 / hr250 - 999San Francisco, CA
Ability to deliver
20.7/40.014.6/20 Reviews2.4/10 Clients & Experience3.7/10 Market PresenceService focus
10% CRM Consulting and SI90% Other -
$10,000+$50 - $99 / hr1,000 - 9,999San Francisco, CA
Ability to deliver
4.5/40.00/20 Reviews0/10 Clients & Experience4.5/10 Market PresenceService focus
30% CRM Consulting and SI70% Other -
$10,000+$25 - $49 / hr10 - 49San Francisco, CA
Ability to deliver
3.9/40.00/20 Reviews0/10 Clients & Experience3.9/10 Market PresenceService focus
100% CRM Consulting and SI -
$1,000+Undisclosed2 - 9San Francisco, CA
Ability to deliver
3.4/40.00/20 Reviews0/10 Clients & Experience3.4/10 Market PresenceService focus
70% CRM Consulting and SI30% Other -
UndisclosedUndisclosed10 - 49San Francisco, CA
Ability to deliver
3/40.00/20 Reviews0/10 Clients & Experience3/10 Market PresenceService focus
100% CRM Consulting and SI -
$100,000+$300+ / hr10,000+San Francisco, CA
Ability to deliver
3/40.00/20 Reviews0/10 Clients & Experience3/10 Market PresenceService focus
25% CRM Consulting and SI75% Other -
$50,000+$200 - $300 / hr1,000 - 9,999San Francisco, CA
Ability to deliver
4.5/40.00/20 Reviews0/10 Clients & Experience4.5/10 Market PresenceService focus
20% CRM Consulting and SI80% Other -
UndisclosedUndisclosed2 - 9San Francisco, CA
Ability to deliver
3.7/40.00/20 Reviews0/10 Clients & Experience3.7/10 Market PresenceService focus
60% CRM Consulting and SI40% Other -
$5,000+$150 - $199 / hr1,000 - 9,999San Francisco, CA
Ability to deliver
0/40.00/20 Reviews0/10 Clients & Experience0/10 Market PresenceService focus
25% CRM Consulting and SI75% Other -
UndisclosedUndisclosed10 - 49San Francisco, CA
Ability to deliver
0/40.00/20 Reviews0/10 Clients & Experience0/10 Market PresenceService focus
100% CRM Consulting and SI -
UndisclosedUndisclosed50 - 249San Francisco, CA
Ability to deliver
0/40.00/20 Reviews0/10 Clients & Experience0/10 Market PresenceService focus
100% CRM Consulting and SI -
UndisclosedUndisclosed250 - 999Alamo, CA
Ability to deliver
0/40.00/20 Reviews0/10 Clients & Experience0/10 Market PresenceService focus
80% CRM Consulting and SI20% Other -
UndisclosedUndisclosed10 - 49San Francisco, CA
Ability to deliver
0/40.00/20 Reviews0/10 Clients & Experience0/10 Market PresenceService focus
100% CRM Consulting and SI -
UndisclosedUndisclosed10 - 49Pleasant Hill, CA
Ability to deliver
0/40.00/20 Reviews0/10 Clients & Experience0/10 Market PresenceService focus
100% CRM Consulting and SI -
UndisclosedUndisclosed250 - 999San Francisco, CA
Ability to deliver
0/40.00/20 Reviews0/10 Clients & Experience0/10 Market PresenceService focus
40% CRM Consulting and SI60% Other -
UndisclosedUndisclosed10 - 49San Francisco, CA
Ability to deliver
0/40.00/20 Reviews0/10 Clients & Experience0/10 Market PresenceService focus
100% CRM Consulting and SI
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