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Top CRM Consultants in Columbus

Ratings Updated: March 3, 2026
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0 Leaders 15 Contenders

15 Companies

Country: United States
State: Ohio
City: Columbus
Services: CRM Consulting and SI

List of the Top Columbus CRM Companies

  • Featured

    What are Featured Providers?

    Set2Close Logotype

    Set2Close

    5.0 84 reviews
    Premier Verified
    $5,000+
    $200 - $300 / hr
    10 - 49
    Serves Columbus, OH

    Services provided

    80% CRM Consulting and SI
    20% Business Consulting

    Set2Close is a CRM Consultancy specializing in CRM Implementation and Customer Relationship Management Integration. The company consistently receives high praise for its tailored solutions, with 100% of reviewers highlighting their expertise and responsiveness. Many clients (over 70%) commend the personalized support and seamless project management that enhances operational efficiency and business growth.

    See all 84 projects

    Reviews mention Knowledgeable

    The overall sentiment regarding Set2Close's knowledge is highly positive, with clients frequently noting their expertise in HubSpot and related technologies. For instance, one client highlighted the 'vast and expansive knowledge' of their consultant, while another praised their 'depth of knowledge in the product.' Clients appreciated the thorough training provided, which enabled them to become self-sufficient in using HubSpot. Overall, feedback consistently reflects a strong confidence in Set2Close's capabilities.
    • Migration Services for Real Estate Company
      4.5 Jun 20, 2024

      They were knowledgeable in Hubspot, understood the project's scope and needs, and helped us attain our objectives.

      Read Full Review
    • Pipeline, Lead Gen & Business Consulting for Consulting Co
      5.0 Apr 11, 2024

      We found our consultant knowledgeable and well-versed in the topics he was speaking to.

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

      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. Matt displayed extensive technical knowledge of HubSpot and would easily outmatch 20 Fiverr or UpWork hires for any business thinking they could optimize this with discounted ‘talent.’

      Read Full Review
    • CRM Consulting & SI for Design-Build Company
      5.0 Feb 11, 2025

      Set 2 Close demonstrated knowledgeable expertise throughout the project. They provided key pointers and prompt responses to questions, ensuring that all needs were addressed efficiently.

      Read Full Review
    • HubSpot Migration for Camping Trailer Company
      5.0 Feb 12, 2025

      They were knowledgeable, thorough, and organized, demonstrated an excellent ability to understand our specific company needs and helped to train and educate us on Hubspot functionality in a friendly and accessible manner.

      Read Full Review
    Read All Reviews
    21 of 21 reviews are 5 stars
    20 new reviews for CRM Consulting and SI services
    Less than $10,000 avg. project cost

    Reviewed 21 times in the past 6 months

    In the last six months, clients have consistently praised Set2Close for their expertise in HubSpot onboarding and CRM training. Notable feedback highlights their ability to simplify complex processes, provide tailored support, and ensure timely delivery of services. Clients from diverse industries, such as Pyro Shield and Loop ERP, noted improved operational efficiency and effective communication. Overall, sentiment is overwhelmingly positive, with no significant areas for improvement identified by clients.
    Read 21 Recent Reviews

    Average Project Cost Breakdown

    Less than $10,000 (60) $10,000 to $49,000 (6) $50,000 to $199,999 (2)

    What Clients Have Said

    Clients consistently highlight Set2Close's competitive pricing and exceptional value for money. Many reviews mention that their services fit within budget while providing significant assistance in HubSpot onboarding and CRM setup. For instance, one client noted, 'Pricing fit our budget' and 'Good value for cost,' while another stated they saved $2-5k on setup costs. Overall, the sentiment is overwhelmingly positive, with clients praising the company's ability to deliver high-quality services at a reasonable price.
    Read All Reviews

    View projects from:

    United States (60) Canada (16) Bulgaria (1)
    View Profile Visit Website
    CloudMasonry Logotype

    CloudMasonry

    5.0 15 reviews
    Premier Verified
    $5,000+
    $200 - $300 / hr
    50 - 249
    Serves Columbus, OH

    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
    1 of 1 reviews is 5 stars
    1 new review for CRM Consulting and SI services
    $10,000 – $49,000 avg. project cost

    Reviewed 1 time in the past 6 months

    Recent reviews of CloudMasonry reflect a highly positive sentiment, highlighting their effective project management and knowledgeable team. A client from Eliquent praised Ishan's expertise in digitizing their lead conversion process, resulting in streamlined operations and improved data reporting. The company's competitive pricing and high ratings were significant factors in their selection. Overall, clients express satisfaction with outcomes, indicating CloudMasonry's capability to deliver tailored solutions effectively.
    Read 1 Recent Review

    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.

    Read All Reviews

    Select Industry to see insights

    Publishing Education Insurance Financial services Nonprofit IT Services Utilities Arts, entertainment & music Consumer Products Pharmaceuticals

    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)
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    Cynoteck Technology Solutions Pvt. Ltd. Logotype

    Cynoteck Technology Solutions Pvt. Ltd.

    4.9 31 reviews
    Premier Verified
    $10,000+
    $25 - $49 / hr
    50 - 249
    Serves Columbus, OH

    Services provided

    50% CRM Consulting and SI
    10% AI Agents
    10% AI Development +3 services
    10% ERP Consulting and SI
    10% Low/No Code Development
    10% Web Development

    Cynoteck 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.

    See all 31 projects
    1 of 1 CRM Consulting and SI reviews are 5 stars
    1 new review for CRM Consulting and SI in past 6 months
    $200,000 – $999,999 avg. project cost

    CRM Consulting and SI PROJECT HIGHLIGHT

    CRM Development for Coworking Space Company

    5.0 — Cynoteck Technology Solutions Pvt. Ltd. has been hired to develop a CRM system for a coworking space company. The team handles the entire development process. Read more
    Read 1 Review

    Average Project Cost Breakdown

    $10,000 to $49,000 (10) Less than $10,000 (8) $50,000 to $199,999 (2) $200,000 to $999,999 (2)

    What Clients Have Said

    Cynoteck Technology Solutions Pvt. Ltd. is frequently praised for providing good value for cost, with clients noting that their pricing fits within budget constraints while delivering high-quality results. One client remarked on their 'good value for cost,' while another highlighted that their deliverables exceeded expectations. Overall, the sentiment is positive, with many clients expressing satisfaction with the balance between cost and the quality of services received.
    Read All Reviews

    More responsive than most other service providers

    Cynoteck 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.
    Get in Touch

    View projects from:

    United States (14) India (6) Australia (2) Canada (1) Singapore (1) England (1)
    View Profile Visit Website
  • NuGrowth Solutions, LLC Logotype

    Not yet reviewed

    $5,000+
    $100 - $149 / hr
    10 - 49
    Columbus, OH

    Services provided

    50% CRM Consulting and SI
    25% Content Marketing
    25% Web Development

    Founded in 2007, NuGrowth Solutions, LLC is a CRM consulting and SI company. The team specializes in CRM consulting and SI and Content Marketing and is in Columbus, Ohio.

    Read more
    View Profile
  • Revolution Group Logotype

    Not yet reviewed

    $1,000+
    $150 - $199 / hr
    50 - 249
    Westerville, OH

    Services provided

    20% CRM Consulting and SI
    40% ERP Consulting and SI
    30% IT Managed Services +2 services
    5% Cybersecurity
    5% IT Strategy Consulting

    Revolution Group is an ERP consulting and SI company. Established in 1995, their team focuses on ERP consulting and SI and IT managed services.

    Read more
    View Profile
  • Algorithm, Inc. Logotype

    Not yet reviewed

    Undisclosed
    $150 - $199 / hr
    10 - 49
    Dublin, OH

    Services provided

    20% CRM Consulting and SI
    70% ERP Consulting and SI
    5% Application Management & Support +1 service
    5% Other IT Consulting and SI

    Established in 1993, Algorithm, Inc. Is a small Dublin, Ohio-based ERP consulting and SI company. Their services include ERP consulting and SI and CRM consulting and SI.

    Read more
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  • Valeo Cloud Consulting Logotype

    Not yet reviewed

    Undisclosed
    Undisclosed
    2 - 9
    Dublin, OH

    Services provided

    40% CRM Consulting and SI
    30% Cloud Consulting & SI
    30% ERP Consulting and SI

    Valeo Cloud Consulting is a CRM consulting and SI company. Their small team is based in Dublin, Ohio. Their team specializes in CRM consulting and SI and cloud consulting & SI.

    Read more
    View Profile
  • American Business Solutions Inc. Logotype

    Not yet reviewed

    Undisclosed
    Undisclosed
    50 - 249
    Lewis Center, OH

    Services provided

    15% CRM Consulting and SI
    20% BI & Big Data Consulting & SI
    20% Custom Software Development +3 services
    15% Application Testing
    15% Cybersecurity
    15% ERP Consulting and SI

    American Business Solutions Inc., a big data company, provides BI & big data consulting & SI and Custom Software Development. The company is based in Lewis Center, Ohio.

    Read more
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  • Techno Facts Solutions Pvt Ltd Logotype

    Not yet reviewed

    Undisclosed
    Undisclosed
    50 - 249
    Dublin, OH

    Services provided

    10% CRM Consulting and SI
    20% Custom Software Development
    20% Staffing +5 services
    10% IT Staff Augmentation
    10% Recruiting
    10% Recruitment Process Outsourcing
    10% Web Design
    10% Web Development

    Techno Facts Solutions Pvt Ltd is a software development firm based in Dublin, Ohio and Hyderabad, India. They focus on Custom Software Development and Staffing.

    Read more
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  • RD Management Consulting Inc. Logotype

    Not yet reviewed

    Undisclosed
    Undisclosed
    2 - 9
    Columbus, OH

    Services provided

    10% CRM Consulting and SI
    20% Business Consulting
    20% HR Consulting +5 services
    10% BI & Big Data Consulting & SI
    10% Commercial Financing
    10% IT Managed Services
    10% IT Strategy Consulting
    10% UX/UI Design

    RD Management Consulting Inc., a Business Consulting company, was established in 2003. The team provides Business Consulting and HR Consulting and is headquartered in Columbus, Ohio.

    Read more
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  • Xpert Prime Logotype

    Not yet reviewed

    $10,000+
    $50 - $99 / hr
    50 - 249
    Dayton, OH

    Services provided

    60% CRM Consulting and SI
    10% Low/No Code Development
    10% Search Engine Optimization +4 services
    5% Content Marketing
    5% Email Marketing
    5% Pay Per Click
    5% Social Media Marketing

    CRM consulting and SI company Xpert Prime offers CRM consulting and SI and Search Engine Optimization. They are headquartered in Lahore, Pakistan and Dayton, Ohio.

    Read more

    Dayton, OH

    1333 East 2nd Street
    Dayton, OH 45403

    10 - 15

    +19123729886

    See All Locations (2)
    View Profile
  • Smart Data Logotype

    5.0 1 review
    $50,000+
    $100 - $149 / hr
    50 - 249
    Miamisburg, OH

    Services provided

    10% CRM Consulting and SI
    50% Custom Software Development
    40% IT Staff Augmentation

    Smart Data is a software development company specializing in transitioning legacy systems to modern technology stacks, with a focus on healthcare applications. They have been lauded for their agile development process and exemplary communication, as 100% of the feedback praises their developers' skill and professionalism. The project outcomes include successful software conversion with minimal downtime, enabling geographic and operational expansion.

    See all 1 projects

    Industry Experience

    Smart Data demonstrates notable expertise in the healthcare industry, particularly in developing web-based applications for electronic medical records. Clients commend their agile development process and exceptional communication, highlighting successful software conversions that enhance scalability and user experience. Overall, feedback indicates a strong positive sentiment, with clients acknowledging Smart Data's ability to adapt complex data structures and customize solutions for medical professionals, making them an ideal partner for healthcare-related projects.

    Read All Reviews

    Select Industry to see insights

    Healthcare

    Average Project Cost Breakdown

    $50,000 to $199,999 (1)

    What Clients Have Said

    Clients have expressed satisfaction with Smart Data's cost-effectiveness and the value derived from their services. One client noted that the conversion project was completed with minimal downtime, allowing for significant expansion and engagement with national companies. The agile development process was highlighted as a positive aspect, contributing to perceived value. Overall, clients feel that the expertise of Smart Data's developers justifies the investment, with no significant concerns raised regarding pricing.
    Read All Reviews

    Review Rating from Clients

    5.0/5.0

    Quality

    5.0

    Schedule

    5.0

    Cost

    5.0

    Willing to Refer

    5.0

    Reviewers in Dayton commend Smart Data for their advanced technical capabilities in healthcare app development, including cloud migration and EMR integration. Their agile process and responsive team have delivered reliable, scalable solutions supporting national expansion and clinical research.
    Read Local Reviews
    View Profile
  • BI-SI Solutions, LLC Logotype

    Not yet reviewed

    Undisclosed
    Undisclosed
    2 - 9
    Dayton, OH

    Services provided

    50% CRM Consulting and SI
    50% IT Strategy Consulting

    BI-SI Solutions, LLC is a CRM consulting and SI and IT strategy consulting company. The company is in Dayton, Ohio. Their team focuses on CRM consulting and SI and IT strategy consulting.

    Read more
    View Profile
  • Winterhoff Internet Solutions, Inc. Logotype

    Not yet reviewed

    Undisclosed
    Undisclosed
    2 - 9
    Springfield, OH

    Services provided

    10% CRM Consulting and SI
    20% Search Engine Optimization
    20% Social Media Marketing +5 services
    10% AI Development
    10% E-Commerce Development
    10% Pay Per Click
    10% Web Design
    10% Web Development

    Winterhoff Internet Solutions, Inc. Is a social media marketing company founded in 2007. The company provides Social Media Marketing and Search Engine Optimization.

    Read more
    View Profile
  • Ellipse Solutions Logotype

    Not yet reviewed

    Undisclosed
    $100 - $149 / hr
    10 - 49
    Dayton, OH

    Services provided

    50% CRM Consulting and SI
    50% ERP Consulting and SI

    Ellipse Solutions, a CRM consulting and SI and ERP consulting and SI company, was founded in 2006. The firm offers CRM consulting and SI and ERP consulting and SI, and is small.

    Read more
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  • proaxia consulting group Logotype

    Not yet reviewed

    Undisclosed
    Undisclosed
    50 - 249
    Beavercreek, OH

    Services provided

    30% CRM Consulting and SI
    40% Business Consulting
    30% IoT Development

    Proaxia consulting group is a midsize Business Consulting company located in Beavercreek, Ohio and Spreitenbach, Switzerland. The team offers Business Consulting and CRM consulting and SI.

    Read more
    View Profile
  • PicSnippets Logotype

    Not yet reviewed

    Undisclosed
    Undisclosed
    2 - 9
    Dayton, OH

    Services provided

    20% CRM Consulting and SI
    30% Email Marketing
    30% Social Media Marketing +1 service
    20% Ecommerce Marketing

    In Dayton, Ohio, PicSnippets is a small social media marketing firm. Their services include Social Media Marketing and Email Marketing.

    Read more
    View Profile
  • ContactUS Communications Logotype

    Not yet reviewed

    Undisclosed
    Undisclosed
    50 - 249
    Hilliard, OH

    Services provided

    10% CRM Consulting and SI
    20% AI Consulting
    20% AI Development +4 services
    20% Call Center Services
    10% BI & Big Data Consulting & SI
    10% Business Consulting
    10% Customer Service Outsourcing

    ContactUS Communications is an artificial intelligence company. Their midsize team is based in Hilliard, Ohio. Their services include Artificial Intelligence and Call Center Services.

    Read more
    View Profile

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List of the Top Columbus CRM Companies

  1. NuGrowth Solutions, LLC Logotype

    NuGrowth Solutions, LLC

    $5,000+
    $100 - $149 / hr
    10 - 49
    Columbus, OH

    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
  2. Revolution Group Logotype

    Revolution Group

    $1,000+
    $150 - $199 / hr
    50 - 249
    Westerville, OH

    Ability to deliver

    5.6/40.0
    0/20 Reviews
    0/10 Clients & Experience
    5.6/10 Market Presence

    Service focus

    20% CRM Consulting and SI
    80% Other
    View Profile Visit Website
  3. Algorithm, Inc. Logotype

    Algorithm, Inc.

    Undisclosed
    $150 - $199 / hr
    10 - 49
    Dublin, OH

    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
  4. Valeo Cloud Consulting Logotype

    Valeo Cloud Consulting

    Undisclosed
    Undisclosed
    2 - 9
    Dublin, OH

    Ability to deliver

    0/40.0
    0/20 Reviews
    0/10 Clients & Experience
    0/10 Market Presence

    Service focus

    40% CRM Consulting and SI
    60% Other
    View Profile Visit Website
  5. American Business Solutions Inc. Logotype

    American Business Solutions Inc.

    Undisclosed
    Undisclosed
    50 - 249
    Lewis Center, OH

    Ability to deliver

    0/40.0
    0/20 Reviews
    0/10 Clients & Experience
    0/10 Market Presence

    Service focus

    15% CRM Consulting and SI
    85% Other
    View Profile Visit Website
  6. Techno Facts Solutions Pvt Ltd Logotype

    Techno Facts Solutions Pvt Ltd

    Undisclosed
    Undisclosed
    50 - 249
    Dublin, OH

    Ability to deliver

    0/40.0
    0/20 Reviews
    0/10 Clients & Experience
    0/10 Market Presence

    Service focus

    10% CRM Consulting and SI
    90% Other
    View Profile Visit Website
  7. RD Management Consulting Inc. Logotype

    RD Management Consulting Inc.

    Undisclosed
    Undisclosed
    2 - 9
    Columbus, OH

    Ability to deliver

    0/40.0
    0/20 Reviews
    0/10 Clients & Experience
    0/10 Market Presence

    Service focus

    10% CRM Consulting and SI
    90% Other
    View Profile Visit Website
  8. Xpert Prime Logotype

    Xpert Prime

    $10,000+
    $50 - $99 / hr
    50 - 249
    Lahore, Pakistan

    Ability to deliver

    7.3/40.0
    0/20 Reviews
    2.8/10 Clients & Experience
    4.6/10 Market Presence

    Service focus

    60% CRM Consulting and SI
    40% Other
    View Profile Visit Website
  9. Smart Data Logotype

    Smart Data

    $50,000+
    $100 - $149 / hr
    50 - 249
    Miamisburg, OH

    Ability to deliver

    21.5/40.0
    16.2/20 Reviews
    0/10 Clients & Experience
    5.3/10 Market Presence

    Service focus

    10% CRM Consulting and SI
    90% Other
    View Profile Visit Website
  10. BI-SI Solutions, LLC Logotype

    BI-SI Solutions, LLC

    Undisclosed
    Undisclosed
    2 - 9
    Dayton, OH

    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
  11. Winterhoff Internet Solutions, Inc. Logotype

    Winterhoff Internet Solutions, Inc.

    Undisclosed
    Undisclosed
    2 - 9
    Springfield, OH

    Ability to deliver

    0/40.0
    0/20 Reviews
    0/10 Clients & Experience
    0/10 Market Presence

    Service focus

    10% CRM Consulting and SI
    90% Other
    View Profile Visit Website
  12. Ellipse Solutions Logotype

    Ellipse Solutions

    Undisclosed
    $100 - $149 / hr
    10 - 49
    Dayton, OH

    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
  13. proaxia consulting group Logotype

    proaxia consulting group

    Undisclosed
    Undisclosed
    50 - 249
    Beavercreek, OH

    Ability to deliver

    0/40.0
    0/20 Reviews
    0/10 Clients & Experience
    0/10 Market Presence

    Service focus

    30% CRM Consulting and SI
    70% Other
    View Profile Visit Website
  14. PicSnippets Logotype

    PicSnippets

    Undisclosed
    Undisclosed
    2 - 9
    Dayton, OH

    Ability to deliver

    0/40.0
    0/20 Reviews
    0/10 Clients & Experience
    0/10 Market Presence

    Service focus

    20% CRM Consulting and SI
    80% Other
    View Profile Visit Website
  15. ContactUS Communications Logotype

    ContactUS Communications

    Undisclosed
    Undisclosed
    50 - 249
    Hilliard, OH

    Ability to deliver

    0/40.0
    0/20 Reviews
    0/10 Clients & Experience
    0/10 Market Presence

    Service focus

    10% CRM Consulting and SI
    90% Other
    View Profile Visit Website

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