Top CRM Consultants in Berkeley
161 Companies
List of the Top Berkeley CRM Companies
Sponsored
-
Featured
What are Featured Providers?
$5,000+$200 - $300 / hr10 - 49Serves Berkeley, CAServices provided
80% CRM Consulting and SI20% Business ConsultingSee all 81 projectsSet2Close is a CRM Consultancy firm specializing in CRM Implementation, CRM Integration, and Customer Relationship Management Consulting. The company consistently receives high praise for its responsive and knowledgeable staff, effective CRM Systems Integration, and customer-focused approach, as reflected in 100% positive feedback. Many clients highlight the firm's ability to deliver projects on time and its strategic guidance, with 85% mentioning the value-for-cost proposition.
Reviews mention Easy to work with
Clients consistently describe Set 2 Close as very easy to work with, highlighting their attentiveness to needs and effective communication. One client noted their 'great project management' and 'fantastic work,' while another emphasized their 'pleasure to work with' and the seamless collaboration during the project. The overall sentiment reflects a strong appreciation for the team's professionalism and responsiveness, with no significant areas for improvement identified by clients.-
CRM & Business Consulting for Construction Company
5.0 May 8, 2025The company offers an ease of use and the ability to use sidekick tool to assist in daily use and learning of HubSpot. The availability of the account manager to answer questions and assist with set up is impressive.
Read Full Review -
Web Development, Design & CRM Setup for B2B Creative Prod Co
5.0 Jul 2, 2025Project management was great. Everyone was very communicative and easy to work with, and did fantastic work. They were a pleasure to work with and we look forward to continuing our partnership as we move forward with other projects.
Read Full Review -
Sales & CRM Consulting & SI for Machine Tool Company
5.0 Sep 15, 2025Set 2 Close was very intentive to our needs and wants and developed the tracking stratagies based on those needs. Very easy to work with and always kept our needs in mind while directing us in a more natural flow of tracking. Our company was very impressed with the Set 2 Close. Great group of people to work with.
Read Full Review
Was this helpful?
Industry Experience
Set2Close has garnered positive feedback across various industries, including Medical, Financial Services, Consulting, and Manufacturing. Clients commend their expertise in HubSpot implementation, project management, and responsiveness. In the Medical sector, they excelled in onboarding and optimizing systems for surgical models. In Financial Services, they are praised for effective CRM training. Their strengths lie in understanding unique business needs and providing tailored solutions, establishing them as a reliable partner for organizations across diverse fields seeking CRM optimization and sales process enhancement.
Read All ReviewsSelect Industry to see insights
Restaurants Wellness & Fitness Consulting Insurance Business services Consumer Products Retail Non-profit Information technology Arts, entertainment & music Education Agriculture Real estate Advertising & marketing Financial services Construction Transportation Software IT Services Other Industry Healthcare Human Resources Medical ManufacturingWas 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?
View projects from:
$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 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.
Reviews mention Great team
The feedback regarding CloudMasonry highlights a great team characterized by excellent communication and responsiveness. Clients noted that the team effectively transformed their vision into reality and provided clear explanations, making the process accessible to non-IT personnel. One client specifically praised the promptness of email responses and the thorough follow-through on tasks, indicating a strong project management style. Overall, the sentiment is overwhelmingly positive, emphasizing the team's professionalism and capability.-
Salesforce Implementation for Nonprofit Organization
5.0 Dec 13, 2022The team at CloudMasonry was excellent to work with. Emails were answered promptly and they followed through on all tasks. The ability of the staff to take the vision I had for our program and execute it was impressive.
Read Full Review
Was this helpful?
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 ReviewsSelect Industry to see insights
Publishing Education Insurance Financial services Nonprofit IT Services Utilities Arts, entertainment & music Consumer Products PharmaceuticalsWas this helpful?
Average Project Cost Breakdown
Read All ReviewsWhat 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.Was this helpful?
View projects from:
$10,000+$25 - $49 / hr50 - 249Serves Berkeley, CAServices provided
50% CRM Consulting and SI10% AI Agents10% AI Development +3 services10% ERP Consulting and SI10% Low/No Code Development10% Web DevelopmentSee all 31 projectsCynoteck Technology Solutions Pvt. Ltd. is a CRM Consulting and Systems Integration company known for its strong work ethic and effective project management. They deliver robust CRM solutions with high responsiveness and eagerness to meet client needs, as evidenced by positive feedback from all reviewers.
1 of 1 CRM Consulting and SI reviews are 5 stars1 new review for CRM Consulting and SI in past 6 months$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?
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?
-
-
$1,000+< $25 / hr10 - 49Sacramento, CA
Services provided
10% CRM Consulting and SI20% Application Management & Support20% Business Consulting +3 services20% Corporate Training & Coaching20% IT Managed Services10% Web DesignKSVA Tech Solutions is a small CRM consulting and SI company. Launched in 2021, the team specializes in CRM consulting and SI and IT managed services.
Read more -
$1,000+< $25 / hr10 - 49Sacramento, CA
Services provided
10% CRM Consulting and SI50% AI Agents15% BI & Big Data Consulting & SI +2 services15% Enterprise App Modernization10% ERP Consulting and SISpace AI is an AI Agents company. Their small team is headquartered in Sacramento, California and specializes in AI Agents and BI & big data consulting & SI. The agency was launched in 2025.
Read more -
$5,000+$25 - $49 / hr2 - 9Sacramento, CA
Services provided
10% CRM Consulting and SI20% AI Development20% Cloud Consulting & SI +4 services20% ERP Consulting and SI10% Low/No Code Development10% Mobile App Development10% Web DesignIntelliquarck, a cloud consulting & SI company, is located in Sacramento, California. The team specializes in cloud consulting & SI and CRM consulting and SI.
Read more -
Undisclosed$150 - $199 / hr1,000 - 9,999Redwood City, CA
Services provided
35% CRM Consulting and SI35% ERP Consulting and SI30% Other IT Consulting and SIInformatica is a CRM consulting and SI company based in Redwood City, California and Austin, Texas. They focus on CRM consulting and SI and ERP consulting and SI.
Read more -
UndisclosedUndisclosed2 - 9Sacramento, CA
Services provided
10% CRM Consulting and SI20% AI Development20% IT Strategy Consulting +5 services10% Back Office Outsourcing10% Business Consulting10% Cloud Consulting & SI10% Custom Software Development10% IT Managed ServicesClowd, an IT strategy consulting company, is in Sacramento, California. Their services include IT strategy consulting and Artificial Intelligence.
Read more -
Undisclosed$200 - $300 / hr1,000 - 9,999San Ramon, CA
Services provided
20% CRM Consulting and SI30% Application Testing20% Custom Software Development +2 services20% IT Managed Services10% BI & Big Data Consulting & SINous Infosystems, an Application Testing company, was founded in 1996. The large team focuses on Application Testing and Custom Software Development.
Read moreSee All Locations (4)San Ramon, CA
2010 Crow Canyon Pl, Suite 100
San Ramon, CA 94583 -
Undisclosed$25 - $49 / hr50 - 249San Jose, CA
Services provided
25% CRM Consulting and SI25% IT Staff Augmentation25% Mobile App Development +1 service25% Web Development360 IT Professionals is a midsize San Jose, California-based CRM consulting and SI company. Their services include CRM consulting and SI and Mobile App Development.
Read more -
UndisclosedUndisclosed50 - 249San Jose, CA
Services provided
10% CRM Consulting and SI10% Cloud Consulting & SI10% Custom Software Development +7 services10% Enterprise App Modernization10% IT Managed Services10% IT Strategy Consulting10% IoT Development10% Mobile App Development10% Other IT Consulting and SI10% Unified Communications Consulting & SIXebrium Inc, a midsize custom software development firm, is located in San Jose, California and Pune, India. Their services include Custom Software Development and Enterprise App Modernization.
Read more -
UndisclosedUndisclosed50 - 249Danville, CA
Services provided
20% CRM Consulting and SI20% AI Consulting20% BI & Big Data Consulting & SI +2 services20% ERP Consulting and SI20% IT Strategy ConsultingIn Danville, California and Irvine, California, Arrayflair is an IT strategy consulting company. They provide IT strategy consulting and BI & big data consulting & SI and were launched in 2020.
Read more -
UndisclosedUndisclosed50 - 249Tracy, CA
Services provided
15% CRM Consulting and SI20% BI & Big Data Consulting & SI15% Cloud Consulting & SI +4 services15% ERP Consulting and SI15% IT Staff Augmentation10% Mobile App Development10% Web DevelopmentSri Sys Inc., a big data analytics company, was established in 2005. They specializes in BI & big data consulting & SI and cloud consulting & SI.
Read more -
$1,000+< $25 / hr50 - 249San Francisco, CA
Services provided
10% CRM Consulting and SI30% Back Office Outsourcing20% Custom Software Development +2 services20% IT Managed Services20% IT Staff AugmentationBased in San Francisco, California, Karma Infotech is a midsize Back Office Outsourcing company. Their services include Back Office Outsourcing and Custom Software Development.
Read more
Share your project goals, and we’ll connect you with verified partners who fit your budget and timeline.
Get My MatchesTell us what you need — we’ll match you with top agencies in minutes.
Get My MatchesWhy 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.
Rollover to see company insights or click a company below for more details.
A Clutch Leaders Matrix provides a broad view of the top-performing companies in a particular service or location. Each company featured in a Leaders Matrix is evaluated based on Focus and Ability to Deliver. The size of each circle indicates that company’s size.
By using verified reviews, focused service details, and real project data, the Leaders Matrix highlights companies that consistently deliver and stand out from the rest. Each company’s position is based on how well they focus on a service area and how consistently they deliver results, helping you make informed, confident decisions. Learn More
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
- Work experience and previous projects
- Market presence and reputation in the industry
List of the Top 9 Berkeley CRM Companies
-
$50,000+$150 - $199 / hr1,000 - 9,999New York, NY
Ability to deliver
32.9/40.016.2/20 Reviews6.8/10 Clients & Experience9.9/10 Market PresenceService focus
30% CRM Consulting and SI70% Other -
$25,000+$25 - $49 / hr1,000 - 9,999Orlando, FL
Ability to deliver
40/40.020/20 Reviews10/10 Clients & Experience10/10 Market PresenceService focus
10% CRM Consulting and SI90% Other -
$1,000+$150 - $199 / hr50 - 249San Francisco, CA
Ability to deliver
30.3/40.016.2/20 Reviews8.8/10 Clients & Experience5.3/10 Market PresenceService focus
45% CRM Consulting and SI55% Other -
$10,000+$25 - $49 / hr50 - 249Long Beach, CA
Ability to deliver
33.7/40.016.4/20 Reviews8.8/10 Clients & Experience8.5/10 Market PresenceService focus
20% CRM Consulting and SI80% Other -
$10,000+$100 - $149 / hr10 - 49San Francisco, CA
Ability to deliver
33.6/40.016.2/20 Reviews10/10 Clients & Experience7.4/10 Market PresenceService focus
10% CRM Consulting and SI90% Other -
$75,000+$200 - $300 / hr250 - 999San Francisco, CA
Ability to deliver
27.1/40.015.6/20 Reviews3.7/10 Clients & Experience7.8/10 Market PresenceService focus
15% CRM Consulting and SI85% Other -
$10,000+$50 - $99 / hr10 - 49San Francisco, CA
Ability to deliver
28.5/40.016.2/20 Reviews6.4/10 Clients & Experience5.9/10 Market PresenceService focus
15% CRM Consulting and SI85% Other -
$50,000+$150 - $199 / hr10 - 49San Francisco, CA
Ability to deliver
21.8/40.016.2/20 Reviews0/10 Clients & Experience5.6/10 Market PresenceService focus
40% CRM Consulting and SI60% Other -
$1,000+< $25 / hr250 - 999San Francisco, CA
Ability to deliver
21.9/40.014.6/20 Reviews2.4/10 Clients & Experience4.9/10 Market PresenceService focus
10% CRM Consulting and SI90% Other -
$10,000+$50 - $99 / hr1,000 - 9,999San Francisco, CA
Ability to deliver
6/40.00/20 Reviews0/10 Clients & Experience6/10 Market PresenceService focus
30% CRM Consulting and SI70% Other -
$10,000+$25 - $49 / hr10 - 49San Francisco, CA
Ability to deliver
5.2/40.00/20 Reviews0/10 Clients & Experience5.2/10 Market PresenceService focus
100% CRM Consulting and SI -
UndisclosedUndisclosed10 - 49San Francisco, CA
Ability to deliver
4/40.00/20 Reviews0/10 Clients & Experience4/10 Market PresenceService focus
100% CRM Consulting and SI -
$100,000+$300+ / hr10,000+San Francisco, CA
Ability to deliver
4/40.00/20 Reviews0/10 Clients & Experience4/10 Market PresenceService focus
25% CRM Consulting and SI75% Other -
$50,000+$200 - $300 / hr1,000 - 9,999Chicago, IL
Ability to deliver
6/40.00/20 Reviews0/10 Clients & Experience6/10 Market PresenceService focus
20% CRM Consulting and SI80% Other -
UndisclosedUndisclosed2 - 9San Francisco, CA
Ability to deliver
4.9/40.00/20 Reviews0/10 Clients & Experience4.9/10 Market PresenceService focus
60% CRM Consulting and SI40% Other -
$5,000+$150 - $199 / hr1,000 - 9,999Columbia, MD
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 -
UndisclosedUndisclosed2 - 9Albany, CA
Ability to deliver
0/40.00/20 Reviews0/10 Clients & Experience0/10 Market PresenceService focus
100% CRM Consulting and SI
Latest CRM Articles
See all articles
5 Reasons To Use Data Scrubbing Services
Consumers use data scrubbing services to protect their digital privacy. Discover five reasons it may be time for you or your business to do the same.
Are Wearable Tech Companies Protecting User Data? How Secure Is User Data on Wearable Tech Devices?
Data privacy concerns are valid, especially as cybersecurity takes the spotlight. Explore how wearable technology companies protect your data and how it...
Get matched with the 5 best-fit agencies for your project—in 4 minutes or less.