Top CRM Consultants in California
353 Companies
List of the Top California CRM Companies
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Featured
What are Featured Providers?
$5,000+$200 - $300 / hr10 - 49Serves CaliforniaServices provided
80% CRM Consulting and SI20% Business ConsultingSee all 77 projectsSet 2 Close is a CRM consultancy firm specializing in CRM implementation and integration services. With a 100% positive feedback rate, clients commend their exceptional project management, timely communication, and comprehensive support during CRM onboarding. A notable 60% of reviewers highlighted their expertise in HubSpot, praising their ability to streamline sales processes and enhance operational efficiency.
Reviews mention Easy to reach
The feedback regarding Set 2 Close's accessibility is overwhelmingly positive. Clients noted that their representative, Will, was 'fantastic' and consistently made himself available to address needs. The client appreciated the communication methods, particularly virtual meetings, which facilitated ongoing support. This high level of accessibility contributed significantly to their success in implementing a new CRM system, demonstrating Set 2 Close's commitment to client engagement and satisfaction.-
B2B Lead Gen for Consulting & Technology Services Company
4.5 Aug 26, 2022Frequent, effective communication quickly through messaging and weekly alignment calls. The S2C team always made themselves available and were very responsive.
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CRM Consulting & SI for Mental Health Company
5.0 Mar 28, 2025They absolutely delivered everything on time and went above in beyond in answering my questions promptly. They listened to my needs and provided excellent solutions. What was your primary form of communication with Set 2 Close? Virtual Meeting, Email or Messaging App.
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CRM Consulting for Design-Build Firm
5.0 Aug 19, 2025Yes, specifically Will, He was fantastic, gave us the tools we needed and set us up for success, he always made himself available if needed. What was your primary form of communication with Set 2 Close? Virtual Meeting.
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Industry Experience
Set2Close has garnered positive feedback across multiple industries, including Financial Services, Software, Advertising & Marketing, Transportation, Consulting, Healthcare, and Manufacturing. Clients commend their expertise in HubSpot onboarding and CRM implementation, noting increased operational efficiency and lead generation. The sentiment is overwhelmingly positive, with clients highlighting their responsiveness, personalized training, and ability to adapt solutions to specific business needs. This provider is well-suited for projects in sectors such as finance, software development, marketing, transportation, and various consulting areas.
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Restaurants Wellness & Fitness Insurance Business services Consumer Products Financial services Retail Medical Non-profit Information technology Arts, entertainment & music Education Agriculture Real estate Consulting Advertising & marketing Construction Transportation Software IT Services Other Industry Healthcare Human Resources 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?
See All Locations (1)kamloops, Canada
Rue Cheval Noir
kamloops, Canada V0K10 - 15
1 (604) 700-7719
$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 Efficient
Clients consistently praised CloudMasonry for their efficiency in project execution. One client highlighted their consultant's ability to deliver items on time, stating she was 'extremely efficient, thorough, and flexible.' Another review noted the team's 'timely, efficient and professional' service, while a third emphasized the seamless workflow and flexibility in scheduling. Overall, the sentiment surrounding CloudMasonry's efficiency is overwhelmingly positive, with multiple clients expressing satisfaction with timely deliverables and effective communication.-
CRM Consulting for University
5.0 Dec 19, 2023Describe their project management. Did they deliver items on time? How did they respond to your needs? Timely, efficient and professional. What did you find most impressive or unique about this company? 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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Client Turnkey System for Events & Hospitality Company
5.0 Aug 8, 2020How effective was the workflow between your team and theirs? Excellent! They were flexible with our schedule and extremely efficient every time we worked together. Our project was accomplished in the predicted timeline and on budget. The deliverables met our expectations. CM felt truly engaged in our process. They provided insight into best-practices.
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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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See All Locations (3)New York, NY
33 Irving Place
New York, NY 1000310 - 15
888-668-2525
$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.
Reviews mention Great project management
Cynoteck Technology Solutions Pvt. Ltd. has received consistent praise for their exceptional project management. Clients highlighted their timely delivery and effective communication, noting that milestones were often met ahead of schedule. One client emphasized the proactive nature of their project manager, ensuring alignment with the client's vision. Another client appreciated the open communication lines that prevented miscommunication. Overall, the sentiment reflects a strong confidence in Cynoteck's ability to manage projects efficiently and effectively.-
Web Development for Cafe & Food Business
5.0 Jul 13, 2022The workflow was smooth and quite professional. We were getting regular updates about our project and the Cynoteck team was always vigilant in addressing our queries regarding the project.
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Site Update & Maintenance for Global Art Community
5.0 Sep 16, 2020The project management is great. They communicate regularly and are very open about their process. They always meet their deadlines and we have had the same core team through all our years of working together.
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App Design & Dev for CRM Software Company
5.0 Jun 22, 2020Project management was very impressive, especially compared to other vendors. Their team regularly complied with deadlines and always communicated delays well ahead of time. Unexpected turnover never threatened to stop critical progress.
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Microsoft Automation for Law Firm
5.0 May 21, 2020We have been assigned a project manager as our primary point of contact. It has been perfectly effective.
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Internal Training Web Dev for Design & Marketing Studio
5.0 May 6, 2020Project management was smooth as usual, communication was done using skype to interface, and even though they are overseas, they are very accommodating on time consideration for the time differences and they are also very good with English and communication is far easier with Udit and his team than several other partners I have tried previously.
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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?
$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-usersView PackagesCRM 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, AutomationsWas this helpful?
See All Locations (1)Dehradun, India
A-4, Sahastradhara Rd, Doon IT Park
Dehradun, India 248001101 - 150
+1415 429-6641
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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 - 9,999San Ramon, CA
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 moreSee All Locations (4)Bengaluru, India
#1, 1 Main Road, 1 Block, Koramangala
Bengaluru, India 560034751 - 1000
+91 80 41939400
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Undisclosed$150 - $199 / hr1,000 - 9,999Redwood City, CA
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)Bengaluru, India
No. 66/1, Bagmane Commerz 02, Bangalore
Bengaluru, India 5600932001 - 5000
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We evaluate service providers using a structured methodology that combines:
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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.
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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 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 -
$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 -
$50,000+$50 - $99 / hr50 - 249Santa Monica, CA
Ability to deliver
36.3/40.016.6/20 Reviews10/10 Clients & Experience9.7/10 Market PresenceService focus
20% CRM Consulting and SI80% Other -
$5,000+$100 - $149 / hr10 - 49El Segundo, CA
Ability to deliver
39.3/40.020/20 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
30.1/40.016.6/20 Reviews8.1/10 Clients & Experience5.4/10 Market PresenceService focus
50% CRM Consulting and SI50% Other -
$10,000+$25 - $49 / hr50 - 249Mumbai, India
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
35.9/40.017/20 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
30.8/40.016/20 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 / 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+$150 - $199 / hr2 - 9Inglewood, CA
Ability to deliver
26.1/40.016.4/20 Reviews4.8/10 Clients & Experience4.9/10 Market PresenceService focus
30% CRM Consulting and SI70% Other -
$5,000+$200 - $300 / hr10 - 49Sacramento, CA
Ability to deliver
23.8/40.016.8/20 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
27.3/40.018/20 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
27/40.016.2/20 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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