Top CRM Consultants in California
356 Companies
List of the Top California CRM Companies
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$5,000+$200 - $300 / hr10 - 49Serves CaliforniaServices provided
80% CRM Consulting and SI20% Business ConsultingSee all 81 projectsSet2Close 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.
20 of 20 reviews are 5 stars19 new reviews for CRM Consulting and SI servicesLess than $10,000 avg. project costRead 20 Recent ReviewsReviewed 20 times in the past 6 months
In the last six months, Set2Close has received overwhelmingly positive feedback from clients, highlighting their expertise in HubSpot onboarding and CRM implementations. Clients praised their flexibility, responsiveness, and ability to provide tailored solutions. For instance, one CEO noted their 'depth of knowledge' and 'comprehensive guidance' that facilitated effective onboarding. Another client commended their project management for timely deliverables and proactive support. Overall, clients expressed high satisfaction with the value provided, with many stating they would recommend Set2Close without reservations.Was this helpful?
60 of 65 CRM Consulting and SI reviews are 5 stars19 new reviews for CRM Consulting and SI in past 6 monthsLess than $10,000 avg. project costRead 65 ReviewsCRM Consulting and SI PROJECT HIGHLIGHT
HubSpot Onboarding Services for SaaS Platform
5.0 — Set 2 Close provided HubSpot onboarding services for a SaaS platform. The team was responsible for setting up the tool, providing training and troubleshooting, and offering video support. Read moreWas this helpful?
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 ManufacturingWas this helpful?
More responsive than most other service providers
Get in TouchSet2Close is very responsive
They are a great candidate to start a conversation with. Send them a short message or project inquiry.Was this helpful?
$5,000+$200 - $300 / hr50 - 249Serves CaliforniaServices 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 Professional
Clients have consistently praised CloudMasonry for their professionalism, with one reviewer highlighting their project management as 'timely, efficient, and professional.' Additionally, the company's responsiveness to client needs is noted as a key strength, with feedback indicating that issues are resolved quickly. Overall, the sentiment surrounding professionalism is highly positive, reflecting a strong alignment with client expectations and project requirements.-
CRM Consulting for University
5.0 Dec 19, 2023Their 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.
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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 past six months, CloudMasonry has received positive feedback for their effective project management and knowledgeable team. A recent review highlighted the successful digitization of lead conversion processes, resulting in streamlined data reporting. Clients appreciated the guidance provided by their consultant, Ishan, noting satisfaction with project outcomes. Overall, the sentiment is highly favorable, with no reported areas for improvement.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.
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Publishing Education Insurance Financial services Nonprofit IT Services Utilities Arts, entertainment & music Consumer Products PharmaceuticalsWas this helpful?
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$10,000+$25 - $49 / hr50 - 249Serves CaliforniaServices provided
50% CRM Consulting and SI10% AI Agents10% AI Development +3 services10% ERP Consulting and SI10% Low/No Code Development10% Web DevelopmentSee all 31 projectsCynoteck 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.
1 of 1 reviews is 5 starsLess than $10,000 avg. project costRead 1 Recent ReviewReviewed 1 time in the past 6 months
In the past six months, feedback for Cynoteck Technology Solutions Pvt. Ltd. has been overwhelmingly positive. Clients praised their exceptional project management, timely delivery, and proactive communication. One client noted the stunning website design and flawless performance, emphasizing the team's attention to detail and commitment to client satisfaction. Overall, clients feel a genuine partnership rather than a mere vendor-client relationship, highlighting Cynoteck's dedication to value and excellence in service.Was this helpful?
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 ConsultingWas this helpful?
More responsive than most other service providers
Get in TouchCynoteck Technology Solutions Pvt. Ltd. is very responsive
They are a great candidate to start a conversation with. Send them a short message or project inquiry.Was this helpful?
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$5,000+< $25 / hr250 - 999San Jose, CA
Services provided
10% CRM Consulting and SI10% Application Management & Support10% Cloud Consulting & SI +11 services10% Custom Software Development10% ERP Consulting and SI10% IT Managed Services10% IT Staff Augmentation10% Other IT Consulting and SI10% Web Design3% IT Strategy Consulting3% Mobile App Development2% Web Development1% E-Commerce Development1% Low/No Code DevelopmentLuvina Software JSC is a cloud consulting & SI company headquartered in Hanoi, Cau Giay, Vietnam and Danang, Vietnam. They focus on cloud consulting & SI and CRM consulting and SI.
Read moreMore responsive than most other service providers
Get in TouchLuvina Software JSC is very responsive
They are a great candidate to start a conversation with. Send them a short message or project inquiry.Was this helpful?
See All Locations (4)San Jose, CA
138N Almaden Blvd, Unit 125, San Jose, California 95110-2720, United States
San Jose, CA 951136 - 9
+1 (408) 805-2148
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$5,000+$50 - $99 / hr1,000 - 9,999Princeton, NJ
Services provided
10% CRM Consulting and SI25% BI & Big Data Consulting & SI15% Cloud Consulting & SI +6 services10% Application Management & Support10% Cybersecurity10% Mobile App Development10% Web Development5% E-Commerce Development5% UX/UI DesignSee all 1 projectsHappiest Minds Technologies provides digital transformation, IT consulting, and managed services. The overall feedback highlights their expertise, responsiveness, and ability to deliver high-quality solutions on time. Reviewers consistently commend their professionalism, technical knowledge, and proactive communication, making them a trusted partner for complex projects.
See All Locations (3)Princeton, NJ
116 Village Boulevard, Suite 200
Princeton, NJ 085406 - 9
+1.609.632.9234
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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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Undisclosed< $25 / hr250 - 999Palo Alto, CA
Services provided
30% CRM Consulting and SI30% ECM Consulting and SI30% ERP Consulting and SI +2 services5% Other IT Consulting and SI5% Unified Communications Consulting & SIDialog Information Technology is a CRM consulting and SI company. Founded in 1979, the agency provides CRM consulting and SI and ECM consulting and SI.
Read moreSee All Locations (3)Palo Alto, CA
Level 2, 530 Lytton Avenue
Palo Alto, CA 943011
+1.650.617.3313
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Undisclosed$200 - $300 / hr1,000 - 9,999Edison, NJ
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 more -
Undisclosed$150 - $199 / hr1,000 - 9,999Austin, TX
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.
Read moreSee All Locations (4)Austin, TX
13620 Ranch Road 620 N
Austin, TX 78717301 - 400
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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 accounts for a company’s specialization within a certain service.
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Ability to Deliver considers three criteria:
- Client feedback and reviews
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List of the Top 15 California CRM Companies
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$10,000+$150 - $199 / hr10 - 49Los Angeles, CA
Ability to deliver
31.9/40.016.2/20 Reviews9.6/10 Clients & Experience6.1/10 Market PresenceService focus
100% CRM Consulting and SI -
UndisclosedUndisclosed50 - 249Calabasas, CA
Ability to deliver
31.4/40.016.8/20 Reviews6.5/10 Clients & Experience8.1/10 Market PresenceService focus
70% CRM Consulting and SI30% Other -
$50,000+$50 - $99 / hr50 - 249Los Angeles, CA
Ability to deliver
37/40.017.4/20 Reviews10/10 Clients & Experience9.6/10 Market PresenceService focus
20% CRM Consulting and SI80% 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 -
$5,000+$100 - $149 / hr10 - 49El Segundo, CA
Ability to deliver
39.1/40.019.8/20 Reviews10/10 Clients & Experience9.3/10 Market PresenceService focus
10% CRM Consulting and SI90% Other -
$5,000+$150 - $199 / hr50 - 249Los Angeles, CA
Ability to deliver
35.8/40.017.4/20 Reviews10/10 Clients & Experience8.4/10 Market PresenceService focus
15% CRM Consulting and SI85% Other -
$5,000+$150 - $199 / hr2 - 9Los Angeles, CA
Ability to deliver
29.9/40.016.4/20 Reviews8.1/10 Clients & Experience5.4/10 Market PresenceService focus
50% CRM Consulting and SI50% Other -
$10,000+$25 - $49 / hr50 - 249Long Beach, 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 -
$5,000+$100 - $149 / hr10 - 49San Diego, CA
Ability to deliver
35.5/40.016.6/20 Reviews10/10 Clients & Experience8.9/10 Market PresenceService focus
10% CRM Consulting and SI90% Other -
$5,000+$150 - $199 / hr10 - 49Glendale, CA
Ability to deliver
29.6/40.016.2/20 Reviews7.1/10 Clients & Experience6.3/10 Market PresenceService focus
35% CRM Consulting and SI65% Other -
$10,000+$25 - $49 / hr10 - 49Delano, CA
Ability to deliver
27.5/40.016/20 Reviews6.4/10 Clients & Experience5.1/10 Market PresenceService focus
40% CRM Consulting and SI60% Other -
$5,000+$100 - $149 / hr10 - 49El Segundo, CA
Ability to deliver
30.8/40.016.2/20 Reviews8.1/10 Clients & Experience6.5/10 Market PresenceService focus
25% CRM Consulting and SI75% Other -
$10,000+$100 - $149 / hr10 - 49San Francisco, CA
Ability to deliver
33.6/40.016.2/20 Reviews10/10 Clients & Experience7.4/10 Market PresenceService focus
10% CRM Consulting and SI90% Other -
$25,000+Undisclosed250 - 999Los Angeles, CA
Ability to deliver
31.3/40.015.8/20 Reviews6.7/10 Clients & Experience8.8/10 Market PresenceService focus
10% CRM Consulting and SI90% Other -
$1,000+$100 - $149 / hr2 - 9Long Beach, CA
Ability to deliver
31.2/40.016.2/20 Reviews9.6/10 Clients & Experience5.4/10 Market PresenceService focus
20% CRM Consulting and SI80% Other -
$1,000+$150 - $199 / hr2 - 9Los Angeles, CA
Ability to deliver
33.1/40.015/20 Reviews8.4/10 Clients & Experience9.6/10 Market PresenceService focus
10% CRM Consulting and SI90% Other -
$1,000+Undisclosed10 - 49Marina del Rey, CA
Ability to deliver
30.6/40.015.8/20 Reviews8.5/10 Clients & Experience6.3/10 Market PresenceService focus
15% CRM Consulting and SI85% Other -
$5,000+$150 - $199 / hr50 - 249Irvine, CA
Ability to deliver
29/40.016.2/20 Reviews6.6/10 Clients & Experience6.1/10 Market PresenceService focus
16% CRM Consulting and SI84% 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 - 49Santa Monica, CA
Ability to deliver
23.8/40.016.2/20 Reviews2.4/10 Clients & Experience5.2/10 Market PresenceService focus
40% CRM Consulting and SI60% Other -
$1,000+$150 - $199 / hr10 - 49Carlsbad, CA
Ability to deliver
29.3/40.016.6/20 Reviews5.8/10 Clients & Experience6.9/10 Market PresenceService focus
15% CRM Consulting and SI85% Other -
$5,000+$150 - $199 / hr2 - 9Inglewood, CA
Ability to deliver
26.7/40.017/20 Reviews4.8/10 Clients & Experience4.9/10 Market PresenceService focus
30% CRM Consulting and SI70% Other -
$5,000+$150 - $199 / hr10 - 49San Diego, CA
Ability to deliver
29.8/40.016.2/20 Reviews7.3/10 Clients & Experience6.3/10 Market PresenceService focus
10% CRM Consulting and SI90% 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 -
$5,000+$200 - $300 / hr10 - 49Sacramento, CA
Ability to deliver
23.6/40.016.6/20 Reviews1.8/10 Clients & Experience5.2/10 Market PresenceService focus
35% CRM Consulting and SI65% 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 -
$5,000+$200 - $300 / hr10 - 49Roseville, CA
Ability to deliver
27.1/40.017.8/20 Reviews2.3/10 Clients & Experience7.1/10 Market PresenceService focus
15% CRM Consulting and SI85% Other -
$1,000+< $25 / hr2 - 9Laguna Beach, CA
Ability to deliver
22.7/40.016.2/20 Reviews1.9/10 Clients & Experience4.6/10 Market PresenceService focus
40% CRM Consulting and SI60% Other -
$5,000+$50 - $99 / hr10 - 49San Diego, CA
Ability to deliver
27.4/40.016.6/20 Reviews5.6/10 Clients & Experience5.2/10 Market PresenceService focus
10% CRM Consulting and SI90% Other -
$5,000+$25 - $49 / hr10 - 49Los Angeles, CA
Ability to deliver
25/40.016.2/20 Reviews3.6/10 Clients & Experience5.2/10 Market PresenceService focus
15% CRM Consulting and SI85% Other
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