Top CRM Consultants in Chicago
117 Companies
List of the Top Chicago CRM Companies
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$5,000+$200 - $300 / hr10 - 49Serves Chicago, ILServices provided
80% CRM Consulting and SI20% Business ConsultingSee all 91 projectsSet2Close is a CRM consultancy specializing in CRM implementation and systems integration, particularly with HubSpot. They consistently receive high praise for their expertise, value for cost, and effective project management, with 100% of reviews highlighting their responsive support and tailored solutions. Clients frequently commend their onboarding and training processes, ensuring seamless adoption and maximizing CRM utility.
Reviews mention Great project management
Clients consistently praised Set2Close for their exemplary project management, highlighting clear communication and timely deliverables. One client noted that the project manager, Orrin, was outstanding, ensuring that all tasks were completed on schedule and addressing needs promptly. Another client emphasized that Set2Close's depth of knowledge and accountability made the process smooth, while training sessions were well-organized and tailored to specific workflows. Overall, the sentiment reflects a strong confidence in Set2Close's project management capabilities.-
HubSpot Training & Consulting for Consulting Firm
5.0 Apr 8, 2025Set2Close demonstrated exceptional project management throughout the training process. They delivered all training materials and milestones on time, adhering to the agreed-upon schedule. The training sessions were well-organized, and each module was completed on time, allowing for continuous progress. They were flexible when needed to be - but were firm on sticking to a scheduled plan.
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CRM Consulting & Business Consulting for Insurance Company
5.0 Apr 9, 2025Orrin was an outstanding project manager who had clear communication, was always on time and brought additional subject matter experts into the conversation when needed.
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Web Development, Design & CRM Setup for B2B Creative Prod Co
5.0 Jul 2, 2025Project management was great. Everyone was very communicative and easy to work with, and did fantastic work.
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CRM Consulting & SI for Staffing OS Company
5.0 Mar 19, 2026Set2close's project management William was excellent from start to finish, deliverables were met on time and communication was consistently clear throughout the engagement. What stood out most was their depth of HubSpot knowledge; they came prepared, understood our needs quickly, and when an edge-case question arose that they didn't have an immediate answer to, they always followed up with a thorough, well-researched solution rather than leaving us hanging. That combination of expertise and accountability made the entire process smooth and gave us full confidence in the engagement.
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24 of 24 reviews are 5 stars23 new reviews for CRM Consulting and SI servicesLess than $10,000 avg. project costRead 24 Recent ReviewsReviewed 24 times in the past 6 months
Recent reviews for Set2Close highlight a strong overall sentiment, with clients praising their responsiveness, expertise, and tailored support. Notably, a VP from StaffingOS® commended their 'exceptional project management,' while a client from Dergel Media appreciated the 'personal help and curated contextual support.' Clients consistently noted seamless onboarding experiences and effective CRM implementations. There were minimal suggestions for improvement, indicating high satisfaction with the services provided.Was this helpful?
Industry Experience
Set2Close has demonstrated strong expertise across diverse industries, including Advertising & Marketing, Media, Information Technology, Manufacturing, and Financial Services. Clients consistently highlight their effective HubSpot onboarding, CRM customization, and sales process optimization, noting exemplary project management and responsiveness. Industries like healthcare and education also praised their tailored training approaches. Overall sentiment is positive, with clients appreciating Set2Close's commitment to understanding specific needs and delivering impactful solutions.
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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 estateWas this helpful?
Average Project Cost Breakdown
Read All ReviewsWhat Clients Have Said
Clients consistently highlight Set2Close's exceptional value for money, with many noting that their pricing fits within budget constraints while delivering high-quality service. For instance, one client commented on the 'good value for cost,' and another emphasized the 'great culture fit' alongside competitive pricing. Overall, feedback indicates that clients feel they receive far more than they pay for, particularly in terms of personalized support and effective solutions tailored to their needs.Was this helpful?
$5,000+$200 - $300 / hr50 - 249Chicago, ILServices 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.
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
Recent feedback for CloudMasonry highlights strong client satisfaction, particularly with their knowledgeable staff. A client from Eliquent noted that Ishan provided exceptional guidance, leading to a successful digitization of their lead conversion process. The project resulted in streamlined operations and improved data reporting. Overall, clients appreciate the company's responsiveness and expertise, with no significant areas for improvement identified in the latest reviews.Was this helpful?
6 of 6 CRM Consulting and SI reviews are 5 stars1 new review for CRM Consulting and SI in past 6 months$50,000 – $199,999 avg. project costRead 6 ReviewsCRM 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 moreWas 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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UndisclosedUndisclosed2 - 9Frankfort, IL
Services provided
45% CRM Consulting and SI25% E-Commerce Development10% Content Marketing +2 services10% Social Media Marketing10% Web DevelopmentKBK Communications is a small CRM consulting and SI company. They provide CRM consulting and SI and E-Commerce Development and were launched in 2009.
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UndisclosedUndisclosed2 - 9Chicago, IL
Services provided
10% CRM Consulting and SI20% Search Engine Optimization20% Web Development +5 services10% E-Commerce Development10% Pay Per Click10% Social Media Marketing10% Video Marketing10% Web DesignHeadquartered in Elkhart, Indiana and Chicago, Illinois, Momentum Marketing Consultants LLC is a small SEO agency. The team focuses on Search Engine Optimization and Web Development.
Read moreSee All Locations (2)Chicago, IL
205 N Michigan Ave
Chicago, IL 606011
+1.312.598.8815
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UndisclosedUndisclosed50 - 249Naperville, IL
Services provided
20% CRM Consulting and SI20% ERP Consulting and SI10% BI & Big Data Consulting & SI +5 services10% Conversion Optimization10% Custom Software Development10% IT Managed Services10% IT Strategy Consulting10% Robotics Process AutomationEnnVee is a CRM consulting and SI company. The team specializes in CRM consulting and SI and ERP consulting and SI and is headquartered in Naperville, Illinois.
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$5,000+$100 - $149 / hr2 - 9Naperville, IL
Services provided
10% CRM Consulting and SI20% Mobile App Development20% Web Design +3 services20% Web Development15% Email Marketing15% Social Media MarketingSprocket Websites is a web design company. They are in Naperville, Illinois and Camarillo, California and have small team. They provide Web Design and Web Development.
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UndisclosedUndisclosed2 - 9Glen Ellyn, IL
Services provided
20% CRM Consulting and SI40% Fractional CMO Services20% Business Consulting +1 service20% IT Strategy ConsultingRelavise is a Fractional CMO Services company launched in 2023. Their services include Fractional CMO Services and IT strategy consulting.
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$1,000+$50 - $99 / hr2 - 9Plainfield, IL
Services provided
20% CRM Consulting and SI20% Cloud Consulting & SI20% Custom Software Development +2 services20% ECM Consulting and SI20% IT Strategy ConsultingVandesys Inc is a software development company. The Plainfield, Illinois-based team offers Custom Software Development and cloud consulting & SI.
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UndisclosedUndisclosed2 - 9Bannockburn, IL
Services provided
20% CRM Consulting and SI20% Content Marketing20% Marketing Strategy +2 services20% Other Marketing20% Sales OutsourcingLocated in Bannockburn, Illinois, The WDG Agency is a Marketing Strategy company. Their services include Marketing Strategy and Other Marketing.
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UndisclosedUndisclosed2 - 9Naperville, IL
Services provided
30% CRM Consulting and SI40% AI Development30% Cloud Consulting & SIZakiant, LLC is an AI development company launched in 2014. The team offers Artificial Intelligence and cloud consulting & SI.
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UndisclosedUndisclosed2 - 9Monee, IL
Services provided
20% CRM Consulting and SI20% Email Marketing20% Pay Per Click +2 services20% SMS Marketing20% Social Media MarketingBlue Taurus Marketing is a social media marketing agency. They are located in Monee, Illinois and have small team. Their services include Social Media Marketing and Email Marketing.
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UndisclosedUndisclosed10 - 49Montgomery, IL
Services provided
35% CRM Consulting and SI35% Custom Software Development30% Sales OutsourcingCRM consulting and SI company Development Consulting Partners, LLC offers CRM consulting and SI and Custom Software Development. They are based in Montgomery, Illinois.
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UndisclosedUndisclosed2 - 9Naperville, IL
Services provided
10% CRM Consulting and SI10% API Development10% Custom Software Development +7 services10% E-Commerce Development10% Email Marketing10% Graphic Design10% Pay Per Click10% Search Engine Optimization10% Web Design10% Web DevelopmentNaper Solutions, Inc. Is an Email Marketing company established in 1997. In Naperville, Illinois, the team provides Email Marketing and Search Engine Optimization.
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UndisclosedUndisclosed10 - 49Grayslake, IL
Services provided
20% CRM Consulting and SI20% Branding20% Call Center Services +2 services20% Direct Marketing20% Intellectual Property LawUnique Uptown Media is a branding agency. Their small team is headquartered in Grayslake, Illinois. Their team provides Branding and Direct Marketing.
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UndisclosedUndisclosed250 - 999Naperville, IL
Services provided
50% CRM Consulting and SI25% Custom Software Development25% UX/UI DesignCoreFlex Solutions Inc. Is a CRM consulting and SI company based in Naperville, Illinois and पुणे, India. Launched in 2013, the team focuses on CRM consulting and SI and UX/UI Design.
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UndisclosedUndisclosed2 - 9Mundelein, IL
Services provided
100% CRM Consulting and SIFounded in 2006, Cloudnet360 is a CRM consulting and SI company. Their team provides CRM consulting and SI.
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UndisclosedUndisclosed50 - 249Chicago, IL
Services provided
15% CRM Consulting and SI20% Marketing Strategy15% Search Engine Optimization +4 services15% Social Media Marketing15% Web Development10% Event Management10% Public RelationsEstablished in 2012, Huble Digital is a Marketing Strategy company. The midsize team specializes in Marketing Strategy and Social Media Marketing.
Read moreSee All Locations (5)Chicago, IL
3304 N Lincoln Ave
Chicago, IL 60657Was this helpful?
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$5,000+$100 - $149 / hrFreelancerNorthbrook, IL
Services provided
10% CRM Consulting and SI30% Email Marketing30% Print Design +1 service30% Web DevelopmentFounded in 2002, AC Digital Design is an Email Marketing company. The agency specializes in Email Marketing and Print Design, and is small.
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UndisclosedUndisclosed2 - 9Portage, IN
Services provided
15% CRM Consulting and SI15% Search Engine Optimization10% Branding +6 services10% Conversion Optimization10% Email Marketing10% Graphic Design10% Pay Per Click10% Print Design10% Web DesignCreative Marketing Group is a small Portage, Indiana-based SEO agency. The team focuses on Search Engine Optimization and CRM consulting and SI.
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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
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- Market presence and reputation in the industry
List of the Top 15 Chicago CRM Companies
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$5,000+$200 - $300 / hr50 - 249Chicago, IL
Ability to deliver
35.2/40.017.4/20 Reviews10/10 Clients & Experience7.8/10 Market PresenceService focus
100% CRM Consulting and SI -
$1,000+$150 - $199 / hr10 - 49Chicago, IL
Ability to deliver
32.8/40.015.8/20 Reviews9.3/10 Clients & Experience7.7/10 Market PresenceService focus
80% CRM Consulting and SI20% Other -
$25,000+$25 - $49 / hr1,000 - 9,999Chicago, IL
Ability to deliver
40/40.020/20 Reviews10/10 Clients & Experience10/10 Market PresenceService focus
10% CRM Consulting and SI90% Other -
$1,000+< $25 / hr50 - 249Lombard, IL
Ability to deliver
40/40.020/20 Reviews10/10 Clients & Experience10/10 Market PresenceService focus
10% CRM Consulting and SI90% Other -
$25,000+$50 - $99 / hr50 - 249Chicago, IL
Ability to deliver
36.3/40.016.8/20 Reviews10/10 Clients & Experience9.5/10 Market PresenceService focus
20% CRM Consulting and SI80% Other -
$10,000+$150 - $199 / hr50 - 249Chicago, IL
Ability to deliver
35.8/40.016.4/20 Reviews9.8/10 Clients & Experience9.6/10 Market PresenceService focus
20% CRM Consulting and SI80% Other -
$10,000+$100 - $149 / hr1,000 - 9,999Chicago, IL
Ability to deliver
25/40.016.2/20 Reviews4.4/10 Clients & Experience4.4/10 Market PresenceService focus
35% CRM Consulting and SI65% Other -
UndisclosedUndisclosed2 - 9Chicago, IL
Ability to deliver
30.3/40.016.2/20 Reviews8.1/10 Clients & Experience6.1/10 Market PresenceService focus
40% CRM Consulting and SI60% Other -
$5,000+$150 - $199 / hr10 - 49Park Ridge, IL
Ability to deliver
22.6/40.015.2/20 Reviews1.8/10 Clients & Experience5.6/10 Market PresenceService focus
60% CRM Consulting and SI40% Other -
$10,000+$50 - $99 / hr50 - 249Chicago, IL
Ability to deliver
22.6/40.016.2/20 Reviews1.2/10 Clients & Experience5.2/10 Market PresenceService focus
65% CRM Consulting and SI35% Other -
$10,000+$150 - $199 / hr1,000 - 9,999Chicago, IL
Ability to deliver
22.1/40.016.2/20 Reviews0/10 Clients & Experience5.9/10 Market PresenceService focus
40% CRM Consulting and SI60% Other -
$1,000+$50 - $99 / hr50 - 249Chicago, IL
Ability to deliver
32.3/40.020/20 Reviews5.7/10 Clients & Experience6.7/10 Market PresenceService focus
10% CRM Consulting and SI90% Other -
$5,000+$100 - $149 / hr10 - 49Chicago, IL
Ability to deliver
21.5/40.016.4/20 Reviews0/10 Clients & Experience5.2/10 Market PresenceService focus
60% CRM Consulting and SI40% Other -
UndisclosedUndisclosed250 - 999Chicago, IL
Ability to deliver
27.8/40.015.8/20 Reviews6.4/10 Clients & Experience5.6/10 Market PresenceService focus
15% CRM Consulting and SI85% Other -
$10,000+$150 - $199 / hr10 - 49Chicago, IL
Ability to deliver
30.4/40.015.8/20 Reviews7.6/10 Clients & Experience7/10 Market PresenceService focus
15% CRM Consulting and SI85% Other -
$1,000+$50 - $99 / hr2 - 9Chicago, IL
Ability to deliver
29.7/40.016.4/20 Reviews8.1/10 Clients & Experience5.2/10 Market PresenceService focus
20% CRM Consulting and SI80% Other -
$5,000+$150 - $199 / hr10 - 49Wilmette, IL
Ability to deliver
29.3/40.016/20 Reviews8.2/10 Clients & Experience5.1/10 Market PresenceService focus
15% CRM Consulting and SI85% Other -
$25,000+$150 - $199 / hr50 - 249Chicago, IL
Ability to deliver
29/40.016.2/20 Reviews6.2/10 Clients & Experience6.6/10 Market PresenceService focus
10% CRM Consulting and SI90% Other -
$5,000+$150 - $199 / hr10 - 49Chicago, IL
Ability to deliver
25.2/40.016.2/20 Reviews2.4/10 Clients & Experience6.5/10 Market PresenceService focus
25% CRM Consulting and SI75% Other -
$25,000+$25 - $49 / hr10 - 49Chicago, IL
Ability to deliver
27.8/40.016.6/20 Reviews6.3/10 Clients & Experience4.9/10 Market PresenceService focus
10% CRM Consulting and SI90% Other -
$1,000+$25 - $49 / hr10 - 49Chicago, IL
Ability to deliver
22.7/40.015.6/20 Reviews2.5/10 Clients & Experience4.6/10 Market PresenceService focus
10% CRM Consulting and SI90% Other -
$5,000+$50 - $99 / hr10 - 49Chicago, IL
Ability to deliver
22.6/40.016.2/20 Reviews1/10 Clients & Experience5.3/10 Market PresenceService focus
10% CRM Consulting and SI90% Other -
UndisclosedUndisclosed10 - 49Chicago, IL
Ability to deliver
21.5/40.015.6/20 Reviews0.6/10 Clients & Experience5.3/10 Market PresenceService focus
10% CRM Consulting and SI90% Other -
Undisclosed$100 - $149 / hr50 - 249Chicago, IL
Ability to deliver
5.7/40.00/20 Reviews0/10 Clients & Experience5.7/10 Market PresenceService focus
70% CRM Consulting and SI30% Other -
$5,000+$25 - $49 / hr50 - 249Chicago, IL
Ability to deliver
5.2/40.00/20 Reviews0/10 Clients & Experience5.2/10 Market PresenceService focus
100% CRM Consulting and SI -
$5,000+$150 - $199 / hr10 - 49Chicago, IL
Ability to deliver
4/40.00/20 Reviews0/10 Clients & Experience4/10 Market PresenceService focus
60% CRM Consulting and SI40% Other -
$50,000+$200 - $300 / hr1,000 - 9,999Chicago, IL
Ability to deliver
6/40.00/20 Reviews0/10 Clients & Experience6/10 Market PresenceService focus
20% CRM Consulting and SI80% Other -
$1,000+$50 - $99 / hr2 - 9Chicago, IL
Ability to deliver
13.7/40.00/20 Reviews8.4/10 Clients & Experience5.3/10 Market PresenceService focus
10% CRM Consulting and SI90% Other -
$1,000+Undisclosed2 - 9Oak Park, IL
Ability to deliver
13.2/40.00/20 Reviews7.6/10 Clients & Experience5.6/10 Market PresenceService focus
10% CRM Consulting and SI90% Other -
UndisclosedUndisclosed10 - 49Chicago, IL
Ability to deliver
4.6/40.00/20 Reviews0/10 Clients & Experience4.6/10 Market PresenceService focus
40% CRM Consulting and SI60% Other
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