Top CRM Consultants in Berkeley
165 Companies
List of the Top Berkeley CRM Companies
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Featured
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$5,000+$200 - $300 / hr10 - 49Serves Berkeley, CAServices provided
80% CRM Consulting and SI20% Business ConsultingSee all 92 projectsSet2Close is a CRM Consultancy specializing in CRM Implementation, CRM Integration, and Customer Relationship Management Consulting services. Clients consistently praise their expert guidance and tailored solutions, with 100% of reviewers highlighting their responsiveness and tailored support. Set2Close is noted for its effective CRM Systems Integration and consistently exceeds client expectations through personalized training and ongoing support.
Reviews mention Easy to reach
The sentiment regarding accessibility is overwhelmingly positive. Clients highlighted the ease of communication, particularly noting that their contact, Will, was 'fantastic' and consistently available to address needs. The flexibility in service packages was also appreciated, allowing for tailored support. Overall, clients felt supported and valued, contributing to a successful project experience.-
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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CRM Consulting & SI for Mental Health Company
5.0 Mar 28, 2025They absolutely delivered everything on time and went above in beyond in answering my questions promptly. They listened to my needs and provided excellent solutions. What was your primary form of communication with Set 2 Close? Virtual Meeting, Email or Messaging App.
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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. What was your primary form of communication with Set 2 Close? Virtual Meeting.
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23 of 23 reviews are 5 stars23 new reviews for CRM Consulting and SI servicesLess than $10,000 avg. project costRead 23 Recent ReviewsReviewed 23 times in the past 6 months
Recent client feedback for Set2Close highlights their exceptional responsiveness and expertise in HubSpot implementation. Clients praised their tailored training and support, noting specific instances such as a successful CRM rollout for StaffingOS® that improved pipeline visibility and reduced manual tasks. Overall, sentiment is overwhelmingly positive, with clients emphasizing the value of personalized assistance and effective project management, consistently recommending Set2Close for businesses seeking to optimize their CRM processes.Was this helpful?
Industry Experience
Set2Close has garnered positive feedback across various industries, including Real Estate, Advertising & Marketing, Media, IT, Manufacturing, Financial Services, and Non-Profit. Their expertise in HubSpot onboarding and customization has been praised for improving operational efficiency and CRM adoption. Clients noted exceptional responsiveness and tailored support, which led to measurable outcomes such as increased lead conversion and streamlined sales processes. Overall, the sentiment is highly favorable, particularly within sectors focused on sales optimization and digital transformation.
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Media Restaurants Wellness & Fitness Consulting 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 Advertising & marketing Real estateWas this helpful?
4 of 4 Berkeley-based reviews are 5 stars1 Berkeley-based review 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 & Training for Women's Career Empowerment Org
5.0 — Set2Close provided CRM training and app integration services for a women's career empowerment organization. The team was also responsible for providing support. Read moreWas this helpful?
$1,000+$25 - $49 / hr50 - 249Serves Berkeley, CAServices provided
85% CRM Consulting and SI14% Low/No Code Development1% Custom Software DevelopmentSee all 92 projectsPeeklogic, LLC is a CRM Consulting and Systems Integration company specializing in Salesforce development, implementation, and integration services. With an impressive 100% positive feedback across reviews, clients commend their strong project management, deep Salesforce expertise, and effective communication skills. Approximately 80% of reviewers highlight Peeklogic’s ability to deliver projects on time and provide seamless solutions tailored to client needs.
15 of 16 reviews are 5 stars11 new reviews for CRM Consulting and SI services$10,000 – $49,000 avg. project costRead 16 Recent ReviewsReviewed 16 times in the past 6 months
In the past six months, client feedback for Peeklogic, LLC has been overwhelmingly positive, highlighting their strong project management and effective communication. Clients praised their ability to deliver complex Salesforce solutions on time, with one noting a 'fully working integration' and another lauding their 'deep Salesforce expertise.' Many clients reported significant productivity improvements, stating they saved '10-15 hours of work per week' and experienced '50% time savings' in operations. Overall, there were no major areas for improvement identified.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?
$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?
2 of 2 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
CRM Development for Vacation Rental & Property Management Co
5.0 — Peeklogic, LLC provided Salesforce development services for a vacation rental and property management company. The team helped with managed services, built out Apex needs, solved problems, and fixed 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 Personable
The client feedback highlights CloudMasonry's personable approach, with clients expressing appreciation for their proactive communication and ease of collaboration. One client noted, "I enjoyed how personable they were; a pleasure to work with!" Another emphasized their agility and how they felt "in good hands" during the project. Overall, the sentiment is overwhelmingly positive, indicating that CloudMasonry's team is approachable and responsive, fostering a pleasant working relationship.-
B2B Analytics Deployment for Consumer Electronics Firm
5.0 Aug 4, 2020They are agile, personable, and easy to work with. We felt like we were in good hands when working with CloudMasonry. Great communication, never had to wait for anything.
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Salesforce Support for Publishing Company
5.0 Jan 23, 2025I was impressed with the pace of work and how proactive CloudMasonry were in ensuring all questions/issues were covered. I also enjoyed how personable they were; a pleasure to work with!
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1 of 1 reviews is 5 stars1 new review for CRM Consulting and SI services$10,000 – $49,000 avg. project costRead 1 Recent ReviewReviewed 1 time in the past 6 months
In the last six months, client feedback for CloudMasonry has been overwhelmingly positive. A Director of Sales Operations noted their expertise, particularly praising team member Ishan for his extensive knowledge and consultative approach. The project resulted in a streamlined lead conversion process and improved data reporting. Clients appreciated the timely delivery and responsive communication, with no significant areas for improvement identified, indicating a strong fit for prospective buyers.Was this helpful?
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?
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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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$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 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.
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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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$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.
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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.
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Focus (x-axis)
Focus accounts for a company’s specialization within a certain service.
Ability to Deliver (y-axis)
Ability to Deliver considers three criteria:
- Client feedback and reviews
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List of the Top 11 Berkeley CRM Companies
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$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
37.9/40.018.8/20 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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