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Top CRM Consultants in Buffalo

Ratings Updated: May 28, 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

  • Featured

    What are Featured Providers?

    Set2Close Logotype

    Set2Close

    5.0 97 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 97 projects

    Reviews mention Innovative

    Clients have consistently praised Set2Close for their innovative approach, particularly in generating creative RevOps solutions. One client noted their ability to align systems and provide structured training sessions, emphasizing the seamless integration of tools. The positive sentiment surrounding Set2Close's innovative capabilities is underscored by their fun and collaborative working style, which clients find refreshing and effective in a fast-paced environment.
    • HubSpot CRM Training & Consulting for Pharmacy
      5.0 Mar 18, 2026

      Beyond their technical expertise, the team is fun to work with and constantly generates innovative RevOps ideas. We’re thrilled to continue this long-term partnership and highly recommend them to any fast-scaling company.

      Read Full Review
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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.
    Get in Touch

    View projects from:

    United States (68) Canada (19) Bulgaria (1)
    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
    View Profile Visit Website
    Peeklogic, LLC Logotype

    Peeklogic, LLC

    5.0 101 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 Salesforce development, integration, and customization. The reviews indicate a strong emphasis on responsive communication, timely project management, and practical solutions, with 100% of the clients praising their responsiveness and ability to adapt to evolving requirements. The company consistently receives high ratings for successfully improving CRM systems integration and operational efficiency.

    See all 101 projects

    Reviews mention Team players

    Clients consistently praise Peeklogic, LLC for their collaborative approach and team-oriented mindset. Feedback highlights that team members, such as Khrystyna, seamlessly integrated into clients' teams, fostering a sense of camaraderie. One client noted, "Khrystyna felt like a member of the engineering team from day one," while another emphasized that the team worked diligently to deliver customized solutions, stating, "It felt like working within an internal team." Overall, the sentiment reflects strong appreciation for their teamwork and responsiveness.
    • Custom Software Development for Live Experiences Company
      5.0 Dec 1, 2023

      The team has been very responsive during our implementation and configuration process. The team walked us through the setup step-by-step and worked with us to customize the configuration. They responded to any questions within a day and met via virtual meetings whenever we needed further assistance. The team works with us to deliver customized solutions for our unique business needs. It felt like working within an internal team, and everyone went the distance to promptly deliver.

      Read Full Review
    • CRM Development for Vacation Rental & Property Management Co
      5.0 Apr 1, 2026

      Peeklogic, LLC was very friendly and well aligned with our team. Khrystyna felt like a member of the engineering team from day one.

      Read Full Review
    Read All Reviews

    Industry Experience

    Peeklogic, LLC has demonstrated considerable expertise across various industries, notably in Information Technology, Financial Services, Healthcare, and Consumer Products. Clients praised their proficiency in Salesforce integration, project management, and automation solutions, leading to improved operational efficiencies. Overall sentiment is positive, highlighting their responsiveness, technical skill, and ability to adapt to unique business needs, making them a strong candidate for organizations seeking tailored Salesforce solutions.

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    Select Industry to see insights

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

    Average Project Cost Breakdown

    Less than $10,000 (26) $10,000 to $49,000 (8) $50,000 to $199,999 (3) $200,000 to $999,999 (1)

    What Clients Have Said

    Clients consistently commend Peeklogic, LLC for their exceptional value for money and competitive pricing. Many reviews highlight the company's responsiveness and ability to deliver projects on time, with one client stating they 'came in under budget and beat timelines.' Another noted that Peeklogic provided 'good value for cost' and was a 'great culture fit.' Overall, clients feel they receive high-quality service and customized solutions that justify their investment.
    Read All Reviews

    More responsive than most other service providers

    Peeklogic, LLC 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 Profile Visit Website
    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 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

    Reviews mention Unique expertise

    Client feedback highlights CloudMasonry's unique expertise in Salesforce Marketing Cloud, emphasizing their proactive approach and attention to detail. One client noted their impressive ability to translate needs into actionable solutions, ultimately enhancing customer journeys and improving key performance indicators. The professionalism, responsiveness, and commitment to delivering high-quality results were consistently praised, indicating a strong overall sentiment of satisfaction and confidence in CloudMasonry's capabilities.
    • Custom Software Development for Financial Services Company
      5.0 Jun 7, 2024

      Our experience with CloudMasonry has been impressive, primarily due to the consultant's knowledge and expertise in Salesforce. She answered questions quickly and gave clear explanations that we were able to understand as beginners to the system. Not only did CloudMasonry solve countless requests during our time working together, we also feel more educated and prepared to take on new projects.

      Read Full Review
    Read All Reviews
    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

    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

    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
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  • 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 web development and digital marketing company offering services in website management, CRM integration, and CMS development. Reviews indicate that approximately 85% of clients appreciate their adaptability, timely communication, and ability to meet project requirements effectively. Clients also commend Computan for understanding their business needs and providing quality solutions within budget, although a few mentioned room for improvement in project delivery timelines and proactive communication.

    See all 45 projects

    Reviews mention Personable

    Clients have expressed a high level of satisfaction with Computan's personable approach, highlighting the exceptional customer service and responsiveness provided by their project manager, Sajeel Qureshi. One client noted the 'incredibly fast response times' and described the team as 'friendly' and 'highly effective.' Overall, the sentiment reflects a strong appreciation for the personal attention and care given to each request, contributing positively to the client's experience and business growth.
    • Site Improvements for Automation Company
      5.0 Sep 5, 2019

      Sajeel Qureshi is our project manager and I have rarely worked with a vendor with the speed and professionality that Sajeel provides. Highly effective, friendly, and professional. Cannot ask for more in a project manager.

      Read Full Review
    Read All Reviews

    Industry Experience

    Computan demonstrates strong expertise across various industries, including Healthcare, IT Services, Advertising & Marketing, Education, Beauty & Cosmetics, and more. Clients commend their ability to manage complex web development projects, deliver timely solutions, and enhance website performance. The overall sentiment is positive, with particular praise for their adaptability, communication, and ability to handle urgent requests. Organizations in need of reliable web development, integration, and digital marketing support would find Computan a suitable partner.

    Read All Reviews

    Select Industry to see insights

    Healthcare IT Services Advertising & marketing Education Beauty & Cosmetics Wellness & Fitness Software Logistics & Supply Chain Business services Media Consulting Manufacturing Telecommunications Research Other Industry Hospitality & leisure Automotive Nonprofit Information technology

    View projects from:

    United States (34) Canada (10) Finland (1)

    Review Rating from Clients

    4.6/5.0

    Quality

    4.9

    Schedule

    4.3

    Cost

    5.0

    Willing to Refer

    5.0

    Reviews from Ontario emphasize Computan’s proficiency in web development, integrations, and ongoing IT support. Clients appreciate their customer-centric approach, quick response times, and flexibility, especially in high-stakes environments like nonprofits and large organizations, making them a trusted long-term partner.
    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
    View Profile

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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 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

    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
    View Profile
  • 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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Specialties

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Nearby Locations

CRM in Rochester
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