Top CRM Consultants in Berkeley
11 Leaders 15 Contenders
170 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 specializing in CRM Implementation, Integration, and Customer Relationship Management Consulting. They receive consistently positive feedback, with 100% of reviews highlighting their expertise in HubSpot, exceptional project management, and personalized support. Clients particularly appreciate their organized approach and ability to tailor solutions to specific business needs, as noted in 80% of the reviews.
Reviews mention Patient
Set2Close has received overwhelmingly positive feedback regarding their patient approach to client interactions. Clients consistently highlight the exceptional patience exhibited by team members, particularly noting how they never felt rushed during consultations. For instance, one client appreciated the generosity of time and support, while another emphasized the accessibility and patience in addressing their questions. Overall, the sentiment surrounding Set2Close reflects a strong appreciation for their patient and responsive service, contributing significantly to client satisfaction.-
CRM Consulting & SI for Education Company
5.0 Dec 10, 2024Their consultants helped us with various questions at our pace. They have provided us with a wealth of resources and the next steps for where we can continue growing our CRM best practices. We have a roadmap for continued work, and they are being patient as we continue to implement the fundamentals of Hubspot.
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HubSpot Consulting for Commuter Airline
5.0 Sep 4, 2025Accessibility and patience with our questions.
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HubSpot CRM Consulting & SI for BBQ Restaurant
5.0 Nov 13, 2025The support provided was exceptional and surpassed previous experiences. Jeremy was incredibly patient and generous with their time, never making me feel rushed or limited.
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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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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 104 projectsPeeklogic, LLC is a CRM Consultancy specializing in CRM Implementation, CRM Integration, and Customer Relationship Management Consulting. The company consistently receives positive feedback, with clients highlighting their professionalism, responsiveness, and ability to deliver projects on time. Approximately 100% of reviewers commend their effective communication and alignment with client company values, underscoring their expertise in CRM & Systems Integration.
Industry Experience
Peeklogic, LLC has received positive feedback across various industries, including Information Technology, Financial Services, Medical, and Consumer Products. Clients commend their strong project management, responsiveness, and ability to deliver timely and effective Salesforce integrations and custom solutions. Their expertise in managing complex CRM environments and automating processes has notably improved operational efficiency and customer interactions. Overall, Peeklogic's strengths lie in their adaptability and collaborative approach, making them a suitable partner for clients in technology-driven sectors.
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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 Financial services MedicalWas 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?
$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 & Software Development for Email Solutions Co
5.0 — An email solutions company hired Peeklogic, LLC to complete a Salesforce add-on that another contractor abandoned. The team was responsible for cleaning up the codebase and restoring lost parts of Read moreWas this helpful?
$1,000+$25 - $49 / hr50 - 249Serves Berkeley, CAServices provided
40% CRM Consulting and SI30% E-Commerce Development30% Web DevelopmentSee all 47 projectsComputan is a web development company that specializes in HubSpot and WordPress integration, offering services such as website development, CMS management, and CRM integration. The reviews reflect overwhelmingly positive feedback, with approximately 85% highlighting their technical fluency and timely delivery. A significant 70% of reviewers commend their adaptability and communication, emphasizing their role as a dependable partner rather than just a vendor.
Reviews mention Openness
Clients have expressed a positive sentiment regarding Computan's openness, highlighting their responsiveness and willingness to adopt new technologies. One client noted that Computan's team is 'always open to implementing new technology we suggest,' reflecting a collaborative approach. Although past communication issues were mentioned, the significant improvement in this area has been recognized. Overall, clients appreciate Computan's commitment to enhancing their services and fostering a productive partnership.-
Front & Backend Development for Inbound Marketing Agency
5.0 Jun 25, 2020They have a team around the world so they can do things overnight if need be, and they’re very responsive. The team is great at communication and are always open to implementing new technology we suggest. They’re open to getting better over time, which we appreciate.
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2 of 2 reviews are 5 stars$10,000 – $49,000 avg. project costRead 2 Recent ReviewsReviewed 2 times in the past 6 months
Recent reviews of Computan highlight strong client satisfaction, particularly regarding their responsiveness and technical expertise. One client noted significant improvements in website speed and user engagement, while another praised Computan's ability to deliver a complex HubSpot integration on time and within budget. Clients appreciated the transparent communication and perceived partnership throughout projects. However, a suggestion for improvement included better coverage during team absences to maintain continuity in communication.Was this helpful?
Average Project Cost Breakdown
Read All ReviewsWhat Clients Have Said
Computan is often praised for its competitive pricing and overall value for money. Clients have highlighted that their costs align well with budgets while delivering high-quality output. For instance, one client noted that Computan's services saved them significant labor costs, while another remarked on the exceptional quality of work relative to the cost, stating, 'I have not seen this level of quality for the cost in any agency I have worked with.' Overall, feedback indicates a strong sentiment that Computan provides excellent value for their services.Was this helpful?
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$50,000+$150 - $199 / hr50 - 249Sacramento, CA
Services provided
60% CRM Consulting and SI10% Business Consulting10% IT Managed Services +2 services10% Marketing Strategy10% Web DevelopmentLaunched in 2013, Zennify is a CRM consulting and SI company. The team offers CRM consulting and SI and Marketing Strategy.
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UndisclosedUndisclosed50 - 249Cupertino, CA
Services provided
10% CRM Consulting and SI20% Mobile App Development10% Application Testing +6 services10% BI & Big Data Consulting & SI10% Cloud Consulting & SI10% ERP Consulting and SI10% IT Staff Augmentation10% IT Strategy Consulting10% Web DesignCodenatives, a CRM consulting and SI company, was launched in 2012. The midsize team offers CRM consulting and SI and Mobile App Development.
Read moreSee All Locations (3)Cupertino, CA
10080 N Wolfe Road, Suite 200
Cupertino, CA 950142 - 5
+1.214.937.4784
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Featured
What are Featured Providers?
$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 Transparent
Clients consistently express high satisfaction with CloudMasonry's transparency and reliability. One client noted, "CloudMasonry is always true to their word about what they’re going to deliver," demonstrating their commitment to meeting deadlines and budget constraints. Additionally, their rigorous testing and proactive communication about issues were highlighted as critical aspects of their transparency. Overall, feedback reflects a strong sentiment of trust and effective collaboration, marking them as a dependable partner.-
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. It’s really wonderful to work with a partner who’s that transparent and visionary. In addition, they’re transparent and diligent in their testing. Instead of deploying roll-outs and moving on, they undergo rigorous testing periods to ensure that our changes will be smooth. If they catch an issue, they’ll bring it to the forefront immediately.
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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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UndisclosedUndisclosed50 - 249San Jose, CA
Services provided
10% CRM Consulting and SI10% Application Testing10% BI & Big Data Consulting & SI +7 services10% Business Consulting10% Custom Software Development10% ERP Consulting and SI10% IT Managed Services10% IT Strategy Consulting10% Mobile App Development10% Sales OutsourcingMumba Technologies is an IT strategy consulting company. Launched in 2010, the team offers IT strategy consulting and BI & big data consulting & SI.
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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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$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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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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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
39.9/40.020/20 Reviews10/10 Clients & Experience9.9/10 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
33.5/40.016.2/20 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
33.2/40.015.8/20 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 -
$1,000+Undisclosed10 - 49San Francisco, CA
Ability to deliver
4.6/40.00/20 Reviews0/10 Clients & Experience4.6/10 Market PresenceService focus
70% CRM Consulting and SI30% Other -
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
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