Home IT Services CRM United States New York Buffalo

Top CRM Consultants in Buffalo

Ratings Updated: May 7, 2026

We verify reviews and evaluate companies so you can choose with confidence. We may earn a fee for some placements. Learn how Clutch ensures trust

All Companies Services Guide CRM Trends

Get Matched

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

Sponsored

Featured

What are Featured Providers?
Set2Close

5.0 96 reviews
Premier Verified

$5,000+

$200 - $300 / hr

10 - 49

Serves Buffalo, NY

Services provided

40% CRM Consulting and SI

10% Account-Based Marketing

10% Digital Strategy +4 services

10% Email Marketing

10% Recruiting

10% Sales Outsourcing

10% Staffing

Set2Close 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.

See all 96 projects
Reviews mention Accommodating
The sentiment related to the accommodating nature of Set2Close is overwhelmingly positive. Clients frequently highlight the team's responsiveness and flexibility in addressing specific needs. For instance, one client noted Jeremy's 'incredibly accommodating' demeanor, while another emphasized their 'supportive' approach to unique requirements. Overall, feedback indicates that Set2Close excels in providing tailored support, contributing to a seamless project experience.

HubSpot Onboarding Support for CBD Products Manufacturer

5.0 Sep 26, 2025

Very accommodating and supportive of our specific needs. I was impressed with their flexibility in accommodating our needs.
Read Full Review

HubSpot CRM Implementation for Educational Software Co

5.0 Jan 14, 2026

Jeremy was incredibly accommodating and responsive, expertly handling all our questions throughout the process.
Read Full Review

Read All Reviews

Was this helpful?

Industry Experience

Set2Close has demonstrated expertise across various industries, including non-profit, retail, real estate, and information technology, with an overall positive sentiment in feedback. In non-profit, they excelled in HubSpot onboarding, enabling effective donor management. Retail clients praised their personalized training, enhancing sales processes. Real estate companies benefited from tailored CRM setups. The IT sector valued Set2Close for their strategic approach to workflow optimization. Overall, they are highly recommended for companies in non-profit, retail, and IT sectors, seeking effective CRM implementation and sales support.
Read All Reviews

Select Industry to see insights

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 estate Other industries

Was this helpful?

Average Project Cost Breakdown

Less than $10,000 (68) $10,000 to $49,000 (7) $50,000 to $199,999 (2)

What Clients Have Said
Clients consistently highlight Set2Close's competitive pricing and exceptional value for money, often noting that the services provided exceeded their expectations. Multiple reviews mention that the pricing fit their budgets while delivering high-quality training and support. One client stated, "Set 2 Close helped us with sales pipeline consulting, lead generation, and multi-channel prospecting education, and business development,” emphasizing the comprehensive nature of the services provided at a reasonable cost. Overall, sentiment is overwhelmingly positive regarding the balance of cost and value.
Read All Reviews

Was this helpful?

2 of 2 Buffalo-based reviews are 5 stars

1 Buffalo-based review for CRM Consulting and SI in past 6 months

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

CRM 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 more
Read Similar Reviews

Was this helpful?
View Profile Visit Website
Peeklogic, LLC

5.0 96 reviews
Premier Verified

$1,000+

$25 - $49 / hr

50 - 249

Serves Buffalo, NY

Services provided

85% CRM Consulting and SI

14% Low/No Code Development

1% Custom Software Development

Peeklogic, LLC is a CRM Consulting and SI firm specializing in Salesforce implementation, integration, and customization. Across reviews, 100% of feedback is positive, highlighting their responsiveness, strong project management, and expertise in CRM systems integration. Many clients (over 70%) emphasize Peeklogic's ability to deliver solutions efficiently and their alignment with client values and operational needs.

See all 96 projects

17 of 18 reviews are 5 stars

12 new reviews for CRM Consulting and SI services

$10,000 – $49,000 avg. project cost

Reviewed 18 times in the past 6 months
Recent reviews for Peeklogic, LLC indicate a strong overall sentiment of satisfaction among clients, highlighting their excellent project management and responsiveness. Clients commend the team for delivering high-quality Salesforce solutions on time, such as a fully functional Salesforce app and customized CRM enhancements. Specific feedback includes their ability to streamline workflows, improve operational efficiency, and maintain clear communication. Notably, clients expressed no significant areas for improvement, emphasizing the team's professionalism and alignment with client values.
Read 18 Recent Reviews

Was this helpful?

Industry Experience

Peeklogic, LLC showcases strong expertise across various industries, notably Medical, Financial Services, Information Technology, and Construction. Clients commend their responsiveness, effective project management, and ability to deliver tailored Salesforce solutions. In the Medical sector, they've streamlined processes and improved compliance. Financial Services reviews highlight their proficiency in automating tasks and integrating systems. Positive feedback in Information Technology emphasizes their agile approach and technical acumen, while Construction clients appreciate seamless workflow enhancements. Overall, Peeklogic, LLC is well-suited for projects needing customized Salesforce implementations and integrations.
Read All Reviews

Select Industry to see insights

Telecommunications IT Services Advertising & marketing Real estate Software Consumer products & services Education Chemicals & Biotechnology Transportation Arts, entertainment & music Retail Nonprofit Consumer Products Automotive Business services Manufacturing Other industries Non-profit Consulting Healthcare Financial services Legal Construction Information technology Hospitality & leisure Medical

Was this helpful?

Average Project Cost Breakdown

Less than $10,000 (26) $10,000 to $49,000 (7) $50,000 to $199,999 (3) $200,000 to $999,999 (1)

What Clients Have Said
The overall feedback regarding Peeklogic, LLC highlights a strong sentiment of value for money in their services. Clients frequently noted that the pricing fit their budgets and appreciated the high quality of work delivered. For instance, one client stated, "They had high ratings and offered good value for the cost," while another mentioned, "Pricing fit our budget, good value for cost." Overall, clients felt that the cost was justified by the quality and responsiveness of the team, emphasizing timely delivery and effective communication.
Read All Reviews

Was this helpful?

$8,000 Teams needing ongoing admin support $10,000 Organizations needing regular development work $12,000 Organizations using multiple Salesforce Clouds

Dedicated 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 team
View Packages

Was this helpful?

View Profile Visit Website

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.

See all 15 projects

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
Read 6 Reviews

Was 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.
Read All Reviews

Select Industry to see insights

Publishing Education Insurance Financial services Nonprofit IT Services Utilities Arts, entertainment & music Consumer Products Pharmaceuticals

Was this helpful?

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.
Read All Reviews

Was this helpful?

View projects from:

United States (13) France (1) England (1)

Was this helpful?

View Profile Visit Website
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.
Read more

View Profile
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.
Read more

Bowmansville, NY

5191 Genesse Street
Bowmansville, NY 14026
31 - 40

716-748-6180

See All Locations (7)

Was this helpful?

View Profile
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.
Read more

View Profile

Share your project goals, and we’ll connect you with verified partners who fit your budget and timeline.

Get My Matches

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.
Read more

View Profile
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.

See all 1 projects

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.
Read All Reviews

Select Industry to see insights

Financial services

Was this helpful?

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.
Read All Reviews

Was this helpful?

View Profile
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.
Read more

Rochester, NY

115 Liberty Pole Way
Rochester, NY 14604
2 - 5

6028464622

See All Locations (2)

Was this helpful?

View Profile
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.
Read more

View Profile

Tell us what you need — we’ll match you with top agencies in minutes.

Get My Matches

Why Trust Clutch

At Clutch, we believe trust is the foundation of every business relationship. Our mission is to help buyers make confident, data-backed decisions informed by real client experiences.

Every review on Clutch undergoes a rigorous, human-led verification process to make sure it’s valid. Our team of specialists confirms the identity of each reviewer, ensures the project is legitimate, and only publishes reviews that meet our strict criteria.

Verification doesn’t stop at the point of publication. Our Trust & Safety team routinely audits older reviews against our guidelines. When reviews fall short of our standards, we remove them.

We evaluate service providers using a structured methodology that combines:

In-depth client interviews and ratings
Comprehensive project details
Market presence
Portfolio examples and industry recognition

This data powers tools like the Leaders Matrix, which helps you compare agencies directly. Our research team curates rankings by weighing verified reviews most heavily, so the most trusted and experienced providers rise to the top.

Using this unique combination of verified client feedback and provider-supplied insights, Clutch distills the most important details into clear, digestible summaries so you have everything you need to make confident, informed decisions quickly.

We take fraud seriously. Providers who violate our guidelines may face lower rankings, restricted visibility, or removal from the platform altogether.

Clutch’s commitment to transparency is ongoing. We’re constantly refining our systems to protect the integrity of reviews and support you in finding the right agency.

Ability to deliver

Focus

Proven

Market Leaders

Emerging

Niche

Clutch Leaders Matrix

Rollover to see company insights or click a company below for more details.

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

View Profile Visit Website
Iconic IT

Undisclosed

Undisclosed

50 - 249

Bowmansville, NY

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

View Profile Visit Website
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

View Profile Visit Website
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

View Profile Visit Website
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

View Profile Visit Website
FlashCat

$5,000+

$50 - $99 / hr

50 - 249

Rochester, NY

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

View Profile Visit Website
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

View Profile Visit Website

Latest CRM Articles

See all articles

How to Create a Budget for BI & Analytics Services [With Template]

Updated April 30, 2026

Anna Peck

Use our custom template for your business intelligence and analytics needs.

IT Services Budget Template

The Best Password Managers for Small Businesses in 2026

Updated March 5, 2026

Hannah Hicklen

How secured are you online? Explore these top password managers to help safeguard your small business from malicious cyber attacks this 2026.

IT Services Thought Leadership

What To Do If You’ve Been Impacted by a Company Data Leak

Updated March 5, 2026

Hannah Hicklen

Is your team prepared to respond in case of a company data leak? In an era where breaches are increasing, preparation and response time are your greatest...

IT Services Clutch Report

Similar Categories

Related Services

IT Services in Buffalo Staff Augmentation in Buffalo Managed Service Providers in Buffalo

Specialties

Cloud Server Migration Network Security ERP SecureAuth OneLogin ECM BI and Big Data Security Risk Assessments CRM

Nearby Locations

CRM in Rochester

Get matched with the 5 best-fit agencies for your project—in 4 minutes or less.

Top CRM Consultants in Buffalo

List of the Top Buffalo CRM Companies

Reviews mention Accommodating

HubSpot Onboarding Support for CBD Products Manufacturer

HubSpot CRM Implementation for Educational Software Co

Industry Experience

Select Industry to see insights

Average Project Cost Breakdown

What Clients Have Said

HubSpot CRM Training & Consulting for Pharmacy

Reviewed 18 times in the past 6 months

Industry Experience

Select Industry to see insights

Average Project Cost Breakdown

What Clients Have Said

Dedicated Salesforce Team (Admin/Developer)

CRM Consulting & SI for Pharmaceutical Consulting Firm

Industry Experience

Select Industry to see insights

Average Project Cost Breakdown

What Clients Have Said

Industry Experience

Select Industry to see insights

Average Project Cost Breakdown

What Clients Have Said

Tell us what you need — we’ll match you with top agencies in minutes.

Why Trust Clutch

List of the Top Buffalo CRM Companies

Latest CRM Articles

How to Create a Budget for BI & Analytics Services [With Template]

The Best Password Managers for Small Businesses in 2026

What To Do If You’ve Been Impacted by a Company Data Leak

Similar Categories

Related Services

Specialties

Nearby Locations