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Top CRM Consultants in Columbus

Ratings Updated: February 9, 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 81 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 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.

    See all 81 projects

    Reviews mention Proactive

    Clients have consistently praised Set2Close for their proactive approach, highlighting their ability to swiftly address needs and adapt to changing requirements. One client noted the team's responsiveness to questions and change requests, ensuring timely updates and solutions. Additionally, Set2Close's proactive identification of gaps and strategic guidance was commended, reinforcing their commitment to delivering tailored solutions. Overall, the sentiment reflects a strong appreciation for Set2Close's reliability and initiative throughout the project.
    • CRM System Implementation for ERP Platform Company
      5.0 Dec 3, 2025

      They were very responsive to Loop ERP’s needs, adjusting priorities when required and quickly addressing questions or change requests. Whether it involved refining automation workflows, updating SDR sequences, or adding new reporting dashboards, the team provided solutions promptly and ensured each update was fully tested before deployment. Overall, the project management experience was reliable, proactive, and focused on enabling Loop ERP's sales and marketing success.

      Read Full Review
    • CRM System Implementation for ERP Platform Company
      5.0 Dec 3, 2025

      Set2Close's consulting staff brought a high level of expertise and industry understanding to the project, consistently demonstrating deep knowledge of CRM architecture, sales process optimization, and marketing automation best practices. They went above and beyond the standard scope by proactively identifying gaps, suggesting improvements, and offering strategic guidance that strengthened both the technical setup and the operational workflows. Their willingness to dive into details, provide hands-on support, and tailor solutions to unique business needs made the engagement feel not just like an implementation, but a true partnership.

      Read Full Review
    Read All Reviews

    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.

    Read All Reviews

    Select Industry to see insights

    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 Manufacturing

    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 (59) Canada (15) 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

    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, 2023

      Describe 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.

      Read Full Review
    • Client Turnkey System for Events & Hospitality Company
      5.0 Aug 8, 2020

      How 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.

      Read Full Review
    Read All Reviews
    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 for CloudMasonry highlight their effective project management and knowledgeable staff, particularly praising Ishan's consulting capabilities. Clients noted successful outcomes, such as improved lead conversion processes and enhanced data reporting through streamlined approaches. Overall sentiment is highly positive, with clients expressing satisfaction with both the quality of work and communication, indicating a strong fit for potential projects. No areas for improvement were identified.
    Read 1 Recent Review
    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

    View projects from:

    United States (13) France (1) England (1)
    View Profile Visit Website
    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 reviews is 5 stars
    Less than $10,000 avg. project cost

    Reviewed 1 time in the past 6 months

    In the past six months, client feedback for Cynoteck Technology Solutions Pvt. Ltd. has been overwhelmingly positive. A Managing Partner from Kubbair praised their exceptional project management, timely delivery, and proactive communication, highlighting a successful website development that exceeded expectations. Clients noted the company's attention to detail and genuine commitment to client satisfaction, fostering a partnership rather than a typical vendor-client relationship. Overall, clients expressed high levels of satisfaction and encouraged continued excellence in service delivery.
    Read 1 Recent Review
    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

    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.

    Read All Reviews

    Select Industry to see insights

    Real estate Healthcare Manufacturing Sports Nonprofit Advertising & marketing Legal Cannabis Food & Beverages IT Services Software Education Arts, entertainment & music Retail Legal Information technology Utilities Consulting
    $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-users

    CRM 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, Automations
    View Packages
    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

    Xpert Prime is a midsize CRM consulting and SI company. They specialize in CRM consulting and SI and Search Engine Optimization and were launched in 2017.

    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 All Reviews
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  • 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
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  • 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
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  • 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

    6.6/40.0
    0/20 Reviews
    2/10 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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