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Top CRM Consultants in Buffalo

Ratings Updated: February 9, 2026

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0 Leaders 7 Contenders

7 Companies

Country: United States

State: New York

City: Buffalo

Services: CRM Consulting and SI

List of the Top Buffalo CRM Companies

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Set2Close

5.0 81 reviews
Premier Verified

$5,000+

$200 - $300 / hr

10 - 49

Serves Buffalo, NY

Services provided

80% CRM Consulting and SI

20% Business Consulting

Set2Close is a CRM Consultancy firm specializing in CRM Implementation, CRM Integration, and Customer Relationship Management Consulting. The company consistently receives high praise for its responsive and knowledgeable staff, effective CRM Systems Integration, and customer-focused approach, as reflected in 100% positive feedback. Many clients highlight the firm's ability to deliver projects on time and its strategic guidance, with 85% mentioning the value-for-cost proposition.

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Reviews mention Reasonable pricing
Clients consistently commend Set 2 Close for their reasonable pricing, which they found to fit their budgets effectively. One client noted, 'Good value for cost' when selecting the company, while another highlighted their 'unique pricing' from a small business perspective. Additionally, a manufacturing sales manager appreciated the flexibility offered and how the pricing allowed for extensive support beyond the initial scope. Overall, sentiment regarding pricing is overwhelmingly positive, indicating value and affordability.

CRM Consulting & SI for Manufacturing Co

5.0 Mar 3, 2025

Reasonable price, very flexible with what they helped on. Their entire team went above and beyond to answer my questions - even those outside the original scope of work.
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CRM Consulting & SI for Transportation Co

5.0 Mar 24, 2025

The pricing was unique, looking at it from a small business standpoint. Also, I never really knew of companies who offered such training and services. VERY UNIQUE..
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CRM Consulting for Design-Build Firm

5.0 Aug 19, 2025

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. I felt like, for the service given, it was well worth the money spent.
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Industry Experience

Set2Close has garnered positive feedback across various industries, including Medical, Financial Services, Consulting, and Manufacturing. Clients commend their expertise in HubSpot implementation, project management, and responsiveness. In the Medical sector, they excelled in onboarding and optimizing systems for surgical models. In Financial Services, they are praised for effective CRM training. Their strengths lie in understanding unique business needs and providing tailored solutions, establishing them as a reliable partner for organizations across diverse fields seeking CRM optimization and sales process enhancement.
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Restaurants Wellness & Fitness Consulting Insurance Business services Consumer Products Retail Non-profit Information technology Arts, entertainment & music Education Agriculture Real estate Advertising & marketing Financial services Construction Transportation Software IT Services Other Industry Healthcare Human Resources Medical Manufacturing

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More responsive than most other service providers

Set2Close is very responsive
They are a great candidate to start a conversation with. Send them a short message or project inquiry.
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1 of 1 Buffalo-based review is 5 stars

Less than $10,000 avg. project cost for CRM Consulting and SI services in Buffalo

CRM Consulting and SI project highlight

CRM Consulting & SI for Clothing Manufacturer
5.0 — Set2Close provided CRM consulting and training services for a clothing manufacturer. The team helped the client become proficient with HubSpot and set up deal pipelines. Read more
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CloudMasonry

5.0 15 reviews
Premier Verified

$5,000+

$200 - $300 / hr

50 - 249

Serves Buffalo, NY

Services provided

100% CRM Consulting and SI

CloudMasonry 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.

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Reviews mention Reasonable pricing
Clients have highlighted CloudMasonry's reasonable pricing as a significant advantage. One client noted that their project was completed 'on budget,' which contributed to a seamless experience. Additionally, the flexibility and efficiency of CloudMasonry's team were praised, indicating that clients felt they received good value for their investment. Overall, the sentiment regarding pricing is positive, with clients expressing satisfaction with the cost-effectiveness of the solutions provided.

Client Turnkey System for Events & Hospitality Company

5.0 Aug 8, 2020

Our project was accomplished in the predicted timeline and on budget. The deliverables met our expectations. CM felt truly engaged in our process.
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6 of 6 CRM Consulting and SI reviews are 5 stars

1 new review for CRM Consulting and SI in past 6 months

$50,000 – $199,999 avg. project cost

CRM 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 more
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Average Project Cost Breakdown

$10,000 to $49,000 (5) Less than $10,000 (2) $200,000 to $999,999 (2) $50,000 to $199,999 (1) $1,000,000 to $9,999,999 (1)

What 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.
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United States (13) France (1) England (1)
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Cynoteck Technology Solutions Pvt. Ltd.

4.9 31 reviews
Premier Verified

$10,000+

$25 - $49 / hr

50 - 249

Serves Buffalo, NY

Services provided

50% CRM Consulting and SI

10% AI Agents

10% AI Development +3 services

10% ERP Consulting and SI

10% Low/No Code Development

10% Web Development

Cynoteck Technology Solutions Pvt. Ltd. is a CRM Consulting and Systems Integration company known for its strong work ethic and effective project management. They deliver robust CRM solutions with high responsiveness and eagerness to meet client needs, as evidenced by positive feedback from all reviewers.

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1 of 1 CRM Consulting and SI reviews are 5 stars

1 new review for CRM Consulting and SI in past 6 months

$200,000 – $999,999 avg. project cost

CRM Consulting and SI PROJECT HIGHLIGHT

CRM Development for Coworking Space Company
5.0 — Cynoteck Technology Solutions Pvt. Ltd. has been hired to develop a CRM system for a coworking space company. The team handles the entire development process. Read more
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Industry Experience

Cynoteck Technology Solutions Pvt. Ltd. has demonstrated strong capabilities across various industries, including Healthcare, Real Estate, Manufacturing, Sports, Nonprofit, Consulting, Advertising & Marketing, Legal, Food & Beverages, and IT Services. Clients praised their expertise in developing RPA tools, CRMs, and websites, as well as their responsiveness and project management. They are particularly well-regarded in Healthcare and Real Estate for their innovative solutions and timely delivery, making them a suitable partner for organizations seeking technological advancements.
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Real estate Healthcare Manufacturing Sports Nonprofit Advertising & marketing Legal Cannabis Food & Beverages IT Services Software Education Arts, entertainment & music Retail Legal Information technology Utilities Consulting

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United States (14) India (6) Australia (2) Canada (1) Singapore (1) England (1)

$3,000 Basic Package ideal for first-time CRM users. $8,000 Standard Package ideal for existing CRM users $15,000 Enhanced Package for CRM power-users

CRM Implementation Packages
Basic Package: CRM Setup, Lead, Opportunity, Contact, Accounts, Activities, Dashboards ||| Standard Package: All features of Basic Package plus Territory Management, Product & Price Book, Lead Channels, Sales Cadence, Mobile App ||| Enhanced Package: All features of Standard Package plus Team Collaboration, Case Management, Automations
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Software Solutions Group

Not yet reviewed

Undisclosed

$100 - $149 / hr

10 - 49

Buffalo, NY

Services provided

70% CRM Consulting and SI

20% ERP Consulting and SI

10% Other IT Consulting and SI

Launched in 1996, Software Solutions Group is a small CRM consulting and SI company. Their services include CRM consulting and SI and ERP consulting and SI.
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Iconic IT

Not yet reviewed

Undisclosed

Undisclosed

50 - 249

Bowmansville, NY

Services provided

20% CRM Consulting and SI

20% Cloud Consulting & SI

20% Cybersecurity +2 services

20% IT Managed Services

20% IT Strategy Consulting

Launched in 2005, Iconic IT is a midsize Bedford, Texas-based IT strategy consulting company. Their services include IT strategy consulting and cloud consulting & SI.
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Bowmansville, NY

5191 Genesse Street
Bowmansville, NY 14026
31 - 40

716-748-6180

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Radish Agency

Not yet reviewed

$1,000+

$100 - $149 / hr

10 - 49

Buffalo, NY

Services provided

20% CRM Consulting and SI

20% Branding

20% Search Engine Optimization +2 services

20% Web Design

20% Web Development

Branding agency Radish Agency provides Branding and Search Engine Optimization. They were launched in 2024.
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Navint Partners

Not yet reviewed

Undisclosed

Undisclosed

250 - 999

West Henrietta, NY

Services provided

50% CRM Consulting and SI

50% ERP Consulting and SI

Navint Partners, a CRM consulting and SI and ERP consulting and SI company, was founded in 2010. The team provides CRM consulting and SI and ERP consulting and SI.
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Concentrix Corporation

3.0 1 review

Undisclosed

$50 - $99 / hr

1,000 - 9,999

Pittsford, NY

Services provided

25% CRM Consulting and SI

20% Application Management & Support

20% Enterprise App Modernization +3 services

15% ERP Consulting and SI

10% Other IT Consulting and SI

10% Web Development

Concentrix Corporation specializes in CRM implementation and customization, notably transforming SugarCRM for clients. They are praised for their proactive collaboration, with 90% of clients valuing their strategic questioning and customer support. However, 10% suggest improvement in post-implementation follow-up. Their expertise aids businesses without robust IT knowledge, ensuring tailored CRM solutions.

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Industry Experience

Concentrix Corporation has demonstrated expertise in the financial services sector, particularly in asset-based lending and CRM implementation. Clients report satisfaction with their ability to customize systems like Sugar CRM and provide ongoing support. Strengths include effective communication, understanding client needs, and adapting solutions. Overall sentiment is positive, although there are suggestions for improved post-implementation support. This indicates a strong fit for financial services clients seeking tailored IT solutions and support.
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Financial services

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Average Project Cost Breakdown

What Clients Have Said
Clients generally view Concentrix Corporation as a cost-effective partner, particularly when compared to alternatives like Salesforce. One client noted that while Sugar's licensing was comparable to Microsoft Dynamics, it was about half the price of Salesforce, underscoring Concentrix's value for money. The feedback reflects satisfaction with the company's ability to customize solutions and provide ongoing support, although there are suggestions for improved post-implementation follow-up to enhance overall client experience.
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FlashCat

Not yet reviewed

$5,000+

$50 - $99 / hr

50 - 249

Rochester, NY

Services provided

20% CRM Consulting and SI

20% Branding

20% Pay Per Click +2 services

20% Sales Outsourcing

20% Social Media Marketing

FlashCat is a branding company in Phoenix, Arizona and Rochester, New York. Founded in 2024, the team specializes in Branding and Social Media Marketing.
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Rochester, NY

115 Liberty Pole Way
Rochester, NY 14604
2 - 5

6028464622

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Rochester IT & Business Solutions

Not yet reviewed

Undisclosed

$100 - $149 / hr

2 - 9

Rochester, NY

Services provided

10% CRM Consulting and SI

40% IT Managed Services

30% Cybersecurity +2 services

10% Cloud Consulting & SI

10% ERP Consulting and SI

Headquartered in Rochester, New York, Rochester IT & Business Solutions is an IT managed services company. They offer IT managed services and Cybersecurity.
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Clutch Leaders Matrix

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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.

By using verified reviews, focused service details, and real project data, the Leaders Matrix highlights companies that consistently deliver and stand out from the rest. Each company’s position is based on how well they focus on a service area and how consistently they deliver results, helping you make informed, confident decisions. Learn More

Focus (x-axis)

Focus accounts for a company’s specialization within a certain service.

Ability to Deliver (y-axis)

Ability to Deliver considers three criteria:

Client feedback and reviews
Work experience and previous projects
Market presence and reputation in the industry

List of the Top Buffalo CRM Companies

Software Solutions Group

Undisclosed

$100 - $149 / hr

10 - 49

Buffalo, NY

Ability to deliver

5.3/40.0

0/20 Reviews

0/10 Clients & Experience

5.3/10 Market Presence

Service focus

70% CRM Consulting and SI

30% Other

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Iconic IT

Undisclosed

Undisclosed

50 - 249

Bedford, TX

Ability to deliver

5.5/40.0

0/20 Reviews

0/10 Clients & Experience

5.5/10 Market Presence

Service focus

20% CRM Consulting and SI

80% Other

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Radish Agency

$1,000+

$100 - $149 / hr

10 - 49

Buffalo, NY

Ability to deliver

4.9/40.0

0/20 Reviews

0/10 Clients & Experience

4.9/10 Market Presence

Service focus

20% CRM Consulting and SI

80% Other

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Navint Partners

Undisclosed

Undisclosed

250 - 999

West Henrietta, NY

Ability to deliver

0/40.0

0/20 Reviews

0/10 Clients & Experience

0/10 Market Presence

Service focus

50% CRM Consulting and SI

50% Other

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Concentrix Corporation

Undisclosed

$50 - $99 / hr

1,000 - 9,999

Pittsford, NY

Ability to deliver

15.8/40.0

9.8/20 Reviews

0/10 Clients & Experience

6/10 Market Presence

Service focus

25% CRM Consulting and SI

75% Other

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FlashCat

$5,000+

$50 - $99 / hr

50 - 249

Phoenix, AZ

Ability to deliver

4/40.0

0/20 Reviews

0/10 Clients & Experience

4/10 Market Presence

Service focus

20% CRM Consulting and SI

80% Other

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Rochester IT & Business Solutions

Undisclosed

$100 - $149 / hr

2 - 9

Rochester, NY

Ability to deliver

4.6/40.0

0/20 Reviews

0/10 Clients & Experience

4.6/10 Market Presence

Service focus

10% CRM Consulting and SI

90% Other

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List of the Top Buffalo CRM Companies

Reviews mention Reasonable pricing

CRM Consulting & SI for Manufacturing Co

CRM Consulting & SI for Transportation Co

CRM Consulting for Design-Build Firm

Industry Experience

Select Industry to see insights

Set2Close is very responsive

CRM Consulting & SI for Clothing Manufacturer

Reviews mention Reasonable pricing

Client Turnkey System for Events & Hospitality Company

CRM Consulting & SI for Pharmaceutical Consulting Firm

Average Project Cost Breakdown

What Clients Have Said

CRM Development for Coworking Space Company

Industry Experience

Select Industry to see insights

CRM Implementation Packages

Industry Experience

Select Industry to see insights

Average Project Cost Breakdown

What Clients Have Said

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