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Top CRM Consultants in Buffalo

Ratings Updated: July 8, 2026
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7 Companies

Country: United States
State: New York
City: Buffalo
Services: CRM Consulting and SI

List of the Top Buffalo CRM Companies

  • Featured

    What are Featured Providers?

    Set2Close Logotype

    Set2Close

    5.0 100 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 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.

    See all 100 projects

    Reviews mention Exceptional performance

    Set2Close has received exceptional performance feedback from clients, highlighting their dedication and expertise. One client praised their onboarding service for HubSpot, noting it made the process significantly easier and saved them $2-5k. Another client commended their recruitment efforts, stating the team goes above and beyond to deliver A-level talent. Overall, the sentiment reflects a strong appreciation for their exceptional service and commitment to client success, with no reported areas for improvement.
    • Commercialization & Social Media Strategy for Tech Startup
      5.0 Sep 23, 2022

      Set 2 Close empowers, enables, and breeds successful outcomes. They are able to leverage efficiency tools and tricks without losing the human connection and empathy that is so frequently overlooked in our automated world. As a company looking to improve the emotional and physical happiness of customers, Set2Close sets a high standard of performance and outcomes.

      Read Full Review
    • Salesperson Recruitment for Advertising Services Company
      5.0 Sep 1, 2022

      These guys are beyond amazing. They go out of their way to overdeliver. When we were working with Jordon he didn't settle for anything less than A-talent when we were on the look for our first sales hire. His team did a fantastic job setting up our flows on Hubspot and detailing out what we need to prepare as cadences and onboarding materials for when our first sales comes in.

      Read Full Review
    • CRM Consulting & SI for Software Co
      5.0 Jan 20, 2025

      The Set 2 Close team is something of a unicorn amongst HubSpot Partners. They provide a free service called "Set 2 Start" that lets you basically skip the standard $2-5k setup costs when getting started with HubSpot. This makes getting started with HubSpot much more accessible to small businesses like ours. As part of this process, they have a series of meetings and give you access to tools that all guide you through the process of getting started. HubSpot can be a daunting system due to its feature richness and having such finely tuned settings that can be applied to almost anything you are doing. Even for a technically savvy individual, it is a laborious task to get your bearings and move through the steps. Set 2 Close made this process infinitely easier and served as a guiding point to avoid getting lost in the process.

      Read Full Review
    • HubSpot CRM Consulting & SI for BBQ Restaurant
      5.0 Nov 13, 2025

      The support provided was exceptional and surpassed previous experiences. Jeremy was incredibly patient and generous with their time, never making me feel rushed or limited. Overall, working with this team and using the set2close platform has been incredibly valuable!

      Read Full Review
    Read All Reviews
    19 of 19 reviews are 5 stars
    19 new reviews for CRM Consulting and SI services
    Less than $10,000 avg. project cost

    Reviewed 19 times in the past 6 months

    In the past six months, Set2Close has received overwhelmingly positive feedback for their expertise in HubSpot onboarding and training. Clients consistently praise the team's knowledge, responsiveness, and personalized support. For instance, one client highlighted Jeremy's ability to simplify complex processes, while another noted the effective project management that ensured timely deliverables. Overall, clients feel empowered and confident in using HubSpot, with many expressing eagerness to continue their partnership with Set2Close.
    Read 17 Recent Reviews

    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.
    Get in Touch

    View projects from:

    United States (71) Canada (19) Bulgaria (1)
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    Peeklogic, LLC Logotype

    Peeklogic, LLC

    5.0 103 reviews
    Premier Verified
    $1,000+
    $25 - $49 / hr
    50 - 249
    Serves Buffalo, NY

    Services provided

    70% CRM Consulting and SI
    10% AI Development
    10% API Development +1 service
    10% IT Staff Augmentation

    Peeklogic, 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.

    See all 103 projects
    15 of 15 reviews are 5 stars
    12 new reviews for CRM Consulting and SI services
    Less than $10,000 avg. project cost

    Reviewed 15 times in the past 6 months

    In recent reviews, clients praised Peeklogic, LLC for their effective project management, timely delivery, and strong responsiveness. A notable highlight was their expertise in Salesforce, with one client noting significant improvements in lead conversion rates and operational efficiency. Feedback consistently emphasized the company's ability to adapt to evolving requirements and provide valuable solutions. Overall sentiment reflects high satisfaction, with clients expressing confidence in Peeklogic's capabilities and noting no areas for improvement.
    Read 15 Recent Reviews

    View projects from:

    United States (61) Canada (9) Switzerland (5) Germany (2) Israel (1) India (1) Australia (1) South Korea (1) Mexico (1) Norway (1) Guatemala (1) United Arab Emirates (1) France (1) England (1)
    $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
    3 of 3 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

    Buffalo-based CRM Consulting and SI project highlight

    Jira to Salesforce Connection for Financial Company

    5.0 — A financial services company has hired Peeklogic, LLC to connect their Jira to Salesforce. The team customized the client's Jira experience within their Salesforce DevOps center. Read more
    Read Similar Reviews
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    CloudMasonry Logotype

    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, 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.

    See all 15 projects

    Reviews mention Professional

    The feedback regarding CloudMasonry's professionalism is overwhelmingly positive. Clients noted their project management as 'timely, efficient, and professional,' highlighting their responsiveness to needs and quick problem-solving capabilities. One client emphasized that CloudMasonry was a 'great culture fit' and described them as 'wonderful to work with,' indicating a strong alignment with client expectations. Overall, the sentiment reflects a high level of satisfaction with their professional conduct.
    • CRM Consulting for University
      5.0 Dec 19, 2023

      Their project management was timely, efficient and professional. They've been incredibly responsive to our needs. If an issue arises, we are able to work with them to solve it quickly.

      Read Full Review
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    6 of 6 CRM Consulting and SI reviews are 5 stars
    $50,000 – $199,999 avg. project cost

    CRM 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 more
    Read 6 Reviews

    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 highlight CloudMasonry's competitive pricing and strong value for money. For instance, one client noted that their pricing fit within budget while another emphasized the 'good value for cost'. Overall sentiment reflects satisfaction with the outcomes delivered, with clients appreciating the company's responsiveness and proactive project management, which often resulted in timely deliveries and effective solutions tailored to their needs.
    Read All Reviews

    View projects from:

    United States (13) France (1) England (1)
    View Profile Visit Website
  • Software Solutions Group Logotype

    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 Logotype

    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)
    View Profile

  • Featured

    What are Featured Providers?

    Computan Logotype

    Computan

    4.8 45 reviews
    Verified
    $1,000+
    $25 - $49 / hr
    50 - 249
    Serves Buffalo, NY

    Services provided

    40% CRM Consulting and SI
    30% E-Commerce Development
    30% Web Development

    Computan 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.

    See all 45 projects

    Reviews mention Well-executed projects

    Clients have expressed high satisfaction with Computan's execution of projects, particularly highlighting their expertise in HubSpot and effective project management. One client noted the ease of modifying website content post-implementation, while another praised the team's commitment to customer satisfaction despite delays on their end. Overall, the sentiment is overwhelmingly positive, with clients appreciating the quality, affordability, and speed of their services, though a suggestion for improved project management tools was noted.
    • HubSpot Migration for Advanced Enterprise Analytics Firm
      5.0 Aug 5, 2020

      Computan’s knowledge of HubSpot was exceptional. They were able to cleanly develop on HubSpot in a way that allowed us to go in without knowing any code and create and modify website pages. The way they set things up was impressive.

      Read Full Review
    Read All Reviews

    Industry Experience

    Computan has garnered positive feedback across various industries, including advertising & marketing, education, IT, healthcare, and e-commerce. Clients commend their expertise in web development, CMS integration, and customer service, particularly for HubSpot and WordPress platforms. Sentiment is overwhelmingly favorable, highlighting their responsiveness, flexibility, and ability to exceed client expectations. Those in need of web design, technical support, or digital marketing strategies will find Computan well-suited for projects in these sectors.

    Read All Reviews

    Select Industry to see insights

    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 Industry

    Average Project Cost Breakdown

    $10,000 to $49,000 (22) Less than $10,000 (7) $50,000 to $199,999 (4) $1,000,000 to $9,999,999 (1)

    What Clients Have Said

    Clients consistently highlight Computan's competitive pricing and value for money. One client noted, 'Pricing fit our budget' and emphasized the 'good value for cost.' Another remarked, 'The quality of work we get for the cost is something I have not seen in any agency I have worked with.' Overall, clients appreciate the balance of affordability and quality, though some desire improved communication on project timelines and costs.
    Read All Reviews

    Review Rating from Clients

    4.6/5.0

    Quality

    4.9

    Schedule

    4.3

    Cost

    5.0

    Willing to Refer

    5.0

    Clients in Ontario praise Computan for their expertise in web development, CRM integrations, and complex digital projects, emphasizing their responsiveness, timeliness, and ability to handle diverse, large-scale initiatives with flexibility and clear communication.
    Read Local Reviews
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  • Radish Agency Logotype

    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
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  • Navint Partners Logotype

    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 Logotype

    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 is a professional IT consulting firm specializing in CRM system customization and implementation. Review feedback emphasizes their expertise in adapting systems like Sugar to meet specific business needs, with a 100% positive mention of their commitment to understanding and aligning with client goals. However, there is a noted area for improvement in post-implementation support.

    See all 1 projects

    Industry Experience

    Concentrix has demonstrated expertise primarily in the financial services industry, particularly asset-based lending. Client feedback highlights their strengths in CRM system implementation, customization, and ongoing support, with a focus on user-friendly solutions like Sugar. Overall sentiment is positive, noting Concentrix's effective communication and problem-solving abilities. However, concerns were raised about Sugar's limitations in reporting and mobile usability. These insights suggest Concentrix is well-suited for projects within financial services that require tailored CRM solutions.

    Read All Reviews

    Select Industry to see insights

    Financial services

    Average Project Cost Breakdown

    What Clients Have Said

    Clients have noted that Concentrix offers competitive pricing, particularly in comparison to larger platforms like Salesforce, with one client highlighting that Sugar's licensing costs were approximately half of Salesforce's. Overall, the sentiment reflects satisfaction with the value provided, as Concentrix effectively customized the CRM system to meet specific needs while remaining cost-effective. However, some clients expressed a desire for improved post-implementation support to enhance overall value.
    Read All Reviews
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  • FlashCat Logotype

    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)
    View Profile
  • Rochester IT & Business Solutions Logotype

    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
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List of the Top Buffalo CRM Companies

  1. Software Solutions Group Logotype

    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
  2. Iconic IT Logotype

    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
  3. Radish Agency Logotype

    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
  4. Navint Partners Logotype

    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
  5. Concentrix Corporation Logotype

    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
  6. FlashCat Logotype

    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
  7. Rochester IT & Business Solutions Logotype

    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

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