Top CRM Consultants in Berkeley
11 Leaders 15 Contenders
168 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 102 projectsSet2Close is a CRM Consultancy and Systems Integration firm specializing in HubSpot onboarding, training, and integration. They receive overwhelmingly positive feedback, with clients appreciating their personalized, knowledgeable service and their ability to enhance HubSpot utility. With 100% of reviews highlighting their expertise and exceptional support, Set2Close is highly recommended for CRM Consulting and CRM SI services.
Industry Experience
Set2Close has demonstrated expertise across various industries, including advertising, healthcare, information technology, and education. Clients consistently praise their comprehensive HubSpot onboarding, CRM customization, and training, which have led to improved operational efficiency and enhanced marketing capabilities. Sentiment remains highly positive, particularly in healthcare and IT sectors, where their tailored solutions effectively drive business growth. Prospective clients in these industries can expect strong support and a proactive approach to achieving their project goals.
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Media Consulting Restaurants Wellness & Fitness Insurance Consumer Products Retail Non-profit Arts, entertainment & music Education Agriculture Business services Financial services Construction Transportation Software IT Services Other Industry Healthcare Human Resources Medical Supply Chain, Logistics, and Transport Manufacturing Information technology Real estate Other industries Advertising & marketingWas this helpful?
Average Project Cost Breakdown
Read All ReviewsWhat Clients Have Said
Set2Close is frequently recognized for its cost-effectiveness and overall value, with clients noting that their pricing fits within budget constraints while delivering significant results. For instance, one client emphasized that Set2Close's services saved them $2-5k on setup costs, while another highlighted the good value for cost and effective solutions tailored to their needs. Overall, client sentiment reflects satisfaction with the company's ability to provide high-quality support at a reasonable price.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
70% CRM Consulting and SI10% AI Development10% API Development +1 service10% IT Staff AugmentationSee all 103 projectsPeeklogic, LLC is a CRM Consulting firm specializing in CRM Systems Integration and Implementation, particularly focused on Salesforce. They consistently receive high praise for their responsiveness, expertise, and effective solutions, with 100% of reviewers noting their strong project management and timely delivery. Additionally, the company is commended for aligning with client needs, seamlessly integrating CRM solutions, and enhancing operational efficiency and process automation.
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$8,000 Teams needing ongoing admin support $10,000 Organizations needing regular development work $12,000 Organizations using multiple Salesforce CloudsView PackagesDedicated Salesforce Team (Admin/Developer)
Get a dedicated Salesforce team to continuously manage, develop, and optimize your Salesforce environment. Peeklogic provides experienced Salesforce administrators and developers who work as an extension of your teamWas 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 Consulting & SI for Commercial Lending Firm
5.0 — Peeklogic, LLC has improved a commercial lending firm's Salesforce system. The team has enhanced workflows, lead and opportunity management, activity tracking, and automation while supporting 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 Well-organized projects
Clients consistently express satisfaction with CloudMasonry's project organization and management. For instance, the Graduate Recruitment Manager at Lehigh University noted their ability to transform vague concepts into detailed plans while adhering to schedules and remaining flexible. Similarly, a senior manager at Direct Energy praised their consistent delivery on time and under budget, emphasizing their transparent communication and strategic collaboration. Overall, client sentiment reflects a high level of trust in CloudMasonry's well-organized project execution.-
Salesforce Automation & Functionality Dev for Direct Energy
5.0 Jan 27, 2021I use a tool called Agile Accelerator within Salesforce, which allows me to track our user stories, backlog, and deliveries each sprint. Their team is flexible enough to work with my tool and also use their own solutions to keep organized on their side. At the end of each week, they deliver a clear report that details all of those logistics along with how many billable hours we have remaining.
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Communications Strategy for University
5.0 Nov 21, 2024The CloudMasonry team was fantastic to work with! They not only responded to our needs, they helped us understand our needs! They worked with us to develop this project from a vague concept to a detailed plan & implementation. They kept us on schedule and worked flexible when we encountered delays.
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6 of 6 CRM Consulting and SI reviews are 5 stars$50,000 – $199,999 avg. project costRead 6 ReviewsCRM Consulting and SI PROJECT HIGHLIGHT
Salesforce Support for Publishing Company
5.0 — CloudMasonry provides Salesforce support to a publishing firm. The team has set up a new Salesforce Service Cloud instance and transferred all customer service emails from the legacy platform into Read moreWas this helpful?
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 Publishing Insurance 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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UndisclosedUndisclosed50 - 249San Jose, CA
Services provided
20% CRM Consulting and SI20% Cloud Consulting & SI20% Cybersecurity +2 services20% Digital Strategy20% ERP Consulting and SIDigital Strategy company Catalyst Business Partners was established in 2002. The firm specializes in Digital Strategy and cloud consulting & SI, and is midsize.
Read moreSee All Locations (3)San Jose, CA
6203 San Ignacio Ave, Suite 110
San Jose, CA 951192 - 5
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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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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 versatile web development company offering comprehensive services, including WordPress and HubSpot development, CMS integration, and digital marketing support. Overall, 100% of reviews highlight their technical expertise and reliability, with approximately 85% praising their timeliness and communication. Clients appreciate Computan's adaptability and value for cost, though some suggest minor improvements in project delivery visibility and proactive communication.
Industry Experience
Computan has demonstrated strong expertise across various industries, including Advertising & Marketing, Education, Healthcare, E-commerce, and Technology. Clients consistently praise their responsiveness, flexibility, and the quality of deliverables, particularly in web development and integration projects. Sentiment is generally positive, highlighting their ability to adapt and collaborate effectively. Their services are well-suited for organizations seeking reliable web development and maintenance, especially those utilizing platforms like WordPress and HubSpot.
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Automotive Advertising & marketing Healthcare IT Services Education Beauty & Cosmetics Wellness & Fitness Software Logistics & Supply Chain Media Consulting Manufacturing Telecommunications Hospitality & leisure Nonprofit Information technology Business services Research Other IndustryWas this helpful?
Average Project Cost Breakdown
Read All ReviewsWhat Clients Have Said
Computan has been recognized for providing excellent value for money, with clients frequently noting that their pricing aligns well with project budgets. One client highlighted that Computan delivered exceptional quality of work for the cost, stating, 'the quality of work we get for the cost is something I have not seen in any agency I have worked.' Another client emphasized their competitive pricing, stating it was a decisive factor in their selection. Overall, sentiment regarding Computan's cost-effectiveness and value remains highly positive.Was this helpful?
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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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$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.
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$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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$5,000+Undisclosed2 - 9Sacramento, CA
Services provided
25% CRM Consulting and SI50% Custom Software Development25% Web DevelopmentSmall software development firm Sierra Strategic, is located in Sacramento, California. Their services include Custom Software Development and CRM consulting and SI.
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UndisclosedUndisclosed10 - 49Sacramento, CA
Services provided
25% CRM Consulting and SI25% Advertising25% Email Marketing +1 service25% Social Media MarketingSPACECRM is a CRM consulting and SI company. They are headquartered in Sacramento, California. Their team provides CRM consulting and SI and Advertising.
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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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UndisclosedUndisclosed2 - 9Sacramento, CA
Services provided
20% CRM Consulting and SI40% AI Agents20% AI Consulting +2 services10% Search Engine Optimization10% Web DevelopmentDream Digital Team is an AI Agents company. The small Sacramento, California-based team specializes in AI Agents and AI Consulting. The firm was launched in 2025.
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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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Focus accounts for a company’s specialization within a certain service.
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Ability to Deliver considers three criteria:
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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
38.5/40.019.4/20 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
33.5/40.016.2/20 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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