Top CRM Consultants in Berkeley
164 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 97 projectsSet2Close is a CRM Consultancy specializing in CRM Implementation, Customer Relationship Management Consulting, and CRM Systems Integration. The company receives overwhelmingly positive feedback, with 100% of reviewers noting their deep expertise and personalized approach. Clients commend their ability to tailor CRM solutions precisely to business needs, highlighting their valuable training and seamless process management.
Reviews mention Accessible
Clients consistently praised Set 2 Close for their accessibility and responsiveness throughout various projects. For instance, the VP of Sales and Marketing at Green Pest Management highlighted Jordan's 'accessibility and relatability,' noting that he was always available to answer questions. Similarly, the Sales Manager at Prime Design and Build appreciated the team's availability and support, stating that they 'always made himself available if needed.' Overall, the sentiment regarding accessibility is overwhelmingly positive, with no reported areas for improvement.-
Sales Recruitment & Digital Marketing for Pest Control Co.
5.0 Dec 15, 2022Set 2 Close structured a concise plan, communicated the progress consistently, and was always accessible to answer any questions. They continue to be a resource in developing our program and refining our tools. Jordan's accessibility and relatability as well as their culture and values were very impressive and showed through in their work.
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Commercialization & Social Media Strategy for Tech Startup
5.0 Sep 23, 2022Exceptionally efficient. They were available on short notice despite their busy schedules which was impressive. We feel well supported through channels such as Whatsapp where Set2Close will answer quick questions with accuracy and speed.
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B2B Lead Gen for Consulting & Technology Services Company
4.5 Aug 26, 2022Frequent, effective communication quickly through messaging and weekly alignment calls. The S2C team always made themselves available and were very responsive.
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HubSpot CRM Integration for Economic Development Nonprofit
5.0 Dec 4, 2024The team at Set 2 Close was always available and more than happy to lend assistance in any way possible. Their accessibility and willingness to help made a significant impact on the project's success.
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CRM Consulting for Design-Build Firm
5.0 Aug 19, 2025Yes, specifically Will, He was fantastic, gave us the tools we needed and set us up for success, he always made himself available if needed. I appreciated that you offered a number of different packages, most of the time companies don't have a wide range and it feels like they are just squeezing money out of you, I felt like it was nice to have the option with minimal help but someone there to guide you through the process.
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21 of 21 reviews are 5 stars21 new reviews for CRM Consulting and SI servicesLess than $10,000 avg. project costRead 21 Recent ReviewsReviewed 21 times in the past 6 months
Over the past six months, Set2Close has received overwhelmingly positive feedback from clients across various industries. Clients praised the company's deep knowledge of HubSpot, personalized support, and proactive communication. For instance, one client highlighted the 'incredible experience' of tailored training, while another noted the 'structured approach' and 'clear visibility' into their sales processes. Overall, clients expressed high satisfaction and a willingness to recommend Set2Close for its exceptional value and expertise.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?
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$1,000+$25 - $49 / hr50 - 249Serves Berkeley, CAServices provided
70% CRM Consulting and SI10% AI Development10% API Development +1 service10% IT Staff AugmentationSee all 101 projectsPeeklogic, LLC is a CRM Consulting firm specializing in Salesforce development, integration, and customization. The reviews indicate a strong emphasis on responsive communication, timely project management, and practical solutions, with 100% of the clients praising their responsiveness and ability to adapt to evolving requirements. The company consistently receives high ratings for successfully improving CRM systems integration and operational efficiency.
19 of 20 reviews are 5 stars15 new reviews for CRM Consulting and SI services$10,000 – $49,000 avg. project costRead 20 Recent ReviewsReviewed 20 times in the past 6 months
In the last six months, client feedback for Peeklogic, LLC has been overwhelmingly positive, highlighting their strong project management and responsiveness. Clients noted improvements in efficiency and lead conversion rates, with one stating, 'Peeklogic's work has saved us 10–15 hours of work per week.' Another remarked on their 'ability to handle both web development and Salesforce simultaneously.' Overall, clients appreciated the team's professionalism and timely delivery, with no significant areas for improvement identified.Was this helpful?
Average Project Cost Breakdown
Read All ReviewsWhat Clients Have Said
Overall feedback regarding Peeklogic, LLC reflects a strong sentiment of value for money, with many clients noting their competitive pricing and high-quality service. Clients frequently highlighted that Peeklogic's pricing fit their budgets while delivering impressive results, such as improved operational efficiency and streamlined processes. For instance, one client mentioned that the integration between Salesforce and Jira significantly reduced time spent on tasks, while another noted that Peeklogic's responsiveness and ability to adapt to changing requirements added considerable value to their investment. Overall, the company is seen as offering excellent cost-effectiveness.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
CRM Customization for Debt Consolidation Company
5.0 — Peeklogic, LLC has customized a Salesforce CRM for a debt consolidation company. The team has created a lead funnel and lead management system, set up custom dashboards, automated workflows, 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 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 Patient
The overall sentiment regarding Cloud Masonry's patience is highly positive. Clients commend their team for being approachable and accommodating, especially during project adjustments. One client noted their 'absolute pleasure' in working with a team that remained patient while regrouping on requirements. The project manager, Hunter, was praised for his proactive communication and readiness to assist. This level of support and flexibility was highlighted as a key strength, reflecting the company's dedication to client satisfaction.-
Multi-Line Processing for IT Company
5.0 Oct 22, 2021It has been an absolute pleasure working with the Cloud Masonry team as they are easy to work with, approachable, patient with us when we've had to regroup and they've been very accommodating and quick to pivot when changes are requested of them. They quickly provided estimates and new plans for next steps and resources needed to move forward.
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6 of 6 CRM Consulting and SI reviews are 5 stars1 new review for CRM Consulting and SI in past 6 months$50,000 – $199,999 avg. project costRead 6 ReviewsCRM Consulting and SI PROJECT HIGHLIGHT
CRM Consulting & SI for Pharmaceutical Consulting Firm
5.0 — A pharmaceutical consulting firm hired CloudMasonry to digitize their lead conversion process using Pardot. The team also helped the client switch from email alerts to Salesforce for lead Read moreWas 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.
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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?
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$1,000+$25 - $49 / hr10 - 49Sacramento, CA
Services provided
60% CRM Consulting and SI10% Cloud Consulting & SI10% IT Strategy Consulting +4 services5% AI Consulting5% AI Development5% API Development5% Custom Software DevelopmentHeadquartered in Sacramento, California, Amroar Technologies is a CRM consulting and SI company. The team offers CRM consulting and SI and IT strategy consulting.
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$10,000+Undisclosed10 - 49Santa Cruz, CA
Services provided
20% CRM Consulting and SI60% ERP Consulting and SI10% Cloud Consulting & SI +1 service10% IT Managed ServicesLaunched in 2017, SuiteCentric is a small Santa Cruz, California-based ERP consulting and SI company. Their services include ERP consulting and SI and CRM consulting and SI.
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Featured
What are Featured Providers?
$1,000+$25 - $49 / hr50 - 249Serves Berkeley, CAServices provided
40% CRM Consulting and SI30% E-Commerce Development30% Web DevelopmentSee all 45 projectsComputan is a web development and digital marketing company offering services in website management, CRM integration, and CMS development. Reviews indicate that approximately 85% of clients appreciate their adaptability, timely communication, and ability to meet project requirements effectively. Clients also commend Computan for understanding their business needs and providing quality solutions within budget, although a few mentioned room for improvement in project delivery timelines and proactive communication.
Reviews mention Receptive
Clients consistently praise Computan for their receptive approach and partnership mentality. One client highlighted that Computan's team listened attentively and incorporated feedback effectively, stating, 'They listen to us.' Another noted their flexibility and ability to make quick changes in real-time, emphasizing their role as an integral part of the client's team. Overall, the sentiment around Computan's receptiveness is overwhelmingly positive, with clients expressing satisfaction and appreciation for their collaborative efforts.-
WordPress Web Design & Dev for IoT Networking Company
5.0 Aug 13, 2020Their team’s excellent. They made changes quickly in real-time. I needed to show measurable results. COVID-19 happened soon after we started the project, so the website became everything. Their team ramped up quickly and continued to release features. They’re so flexible. Their team was a partner and essentially became part of our team. Unlike our previous partner, our team can talk with Computan directly. They listen to us.
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Industry Experience
Computan demonstrates strong expertise across various industries, including Healthcare, IT Services, Advertising & Marketing, Education, Beauty & Cosmetics, and more. Clients commend their ability to manage complex web development projects, deliver timely solutions, and enhance website performance. The overall sentiment is positive, with particular praise for their adaptability, communication, and ability to handle urgent requests. Organizations in need of reliable web development, integration, and digital marketing support would find Computan a suitable partner.
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Healthcare IT Services Advertising & marketing Education Beauty & Cosmetics Wellness & Fitness Software Logistics & Supply Chain Business services Media Consulting Manufacturing Telecommunications Research Other Industry Hospitality & leisure Automotive Nonprofit Information technologyWas this helpful?
Average Project Cost Breakdown
Read All ReviewsWhat Clients Have Said
Clients consistently praise Computan for their cost-effectiveness and the value they provide. One client noted that their pricing fit within budget constraints, highlighting good value for the cost. Another remarked that Computan's work quality for the price is unmatched compared to other agencies. Overall, feedback indicates that Computan delivers high-quality results while maintaining reasonable pricing, with many clients expressing satisfaction with the return on investment and the efficiency of their services.Was this helpful?
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$5,000+$100 - $149 / hr2 - 9Santa Cruz, CA
Services provided
25% CRM Consulting and SI25% Digital Strategy25% IT Strategy Consulting +1 service25% Web DevelopmentLitmusBox, LLC is a CRM consulting and SI company. Based in Santa Cruz, California, the company was established in 2017. Their team focuses on CRM consulting and SI and Digital Strategy.
Read more -
$10,000+Undisclosed10 - 49Sacramento, CA
Services provided
20% CRM Consulting and SI20% Cloud Consulting & SI20% Custom Software Development +2 services20% DevOps Managed Services20% IT Strategy ConsultingLaunched in 2025, Corebackend is a small Sacramento, California-based IT strategy consulting company. Their team offers IT strategy consulting and cloud consulting & SI.
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$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.
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$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 SIPMSpace AI is an AI Agents company founded in 2025. Their team offers AI Agents and BI & big data consulting & SI.
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$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.
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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.
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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.
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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 (5)San Ramon, CA
2010 Crow Canyon Pl, Suite 100
San Ramon, CA 94583Was this helpful?
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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.
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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.
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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.
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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.
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List of the Top 11 Berkeley CRM Companies
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$50,000+$150 - $199 / hr1,000 - 9,999San Francisco, CA
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 - 9,999San Francisco, CA
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 -
$1,000+$100 - $149 / hr10 - 49Oakland, CA
Ability to deliver
38.3/40.019.2/20 Reviews10/10 Clients & Experience9.1/10 Market PresenceService focus
10% CRM Consulting and SI90% Other -
$10,000+$25 - $49 / hr50 - 249San Francisco, 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
33.4/40.016/20 Reviews10/10 Clients & Experience7.4/10 Market PresenceService focus
10% CRM Consulting and SI90% Other -
$10,000+Undisclosed2 - 9San Francisco, CA
Ability to deliver
33.4/40.015.6/20 Reviews9.2/10 Clients & Experience8.6/10 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 - 9,999San Francisco, CA
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 - 9,999San 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 -
UndisclosedUndisclosed2 - 9Albany, 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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