Top CRM Consultants in Dallas
117 Companies
List of the Top Dallas CRM Companies
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$5,000+$200 - $300 / hr10 - 49Serves Dallas, TXServices provided
80% CRM Consulting and SI20% Business ConsultingSee all 90 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 Helpful
The overall sentiment regarding Set2Close is highly positive, with clients frequently highlighting the company's helpfulness and responsiveness. For instance, one client noted, 'Jeremy and the team at Set2Close were more than helpful during our HubSpot onboarding,' while another stated, 'Set 2 Close was responsive and helpful in walking me through my questions and concerns.' Clients appreciated the guidance in simplifying complex processes and expressed satisfaction with the training and support provided throughout their projects.-
Sales Process Automation for SaaS Platform
5.0 Dec 15, 2022The systems that Set@2Close are helping us set up are already starting to take unnecessary manual steps out of our sales process, freeing up our sales rep's time to redeploy to other duties. This will allow our team to move further, faster, with less human effort. The workflow and communication between their team and ours have been air tight so far. Their willingness to help our business in any way that they can is impressive. They weren't trying to force us down a pathway that worked best for them. Every step has been focused on what our business requires.
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HubSpot Migration for Camping Trailer Company
5.0 Feb 12, 2025Virtual Meetings were scheduled in advance and attended promptly, with the requested information available and ready for each meeting. Supplemental emails and calls where necessary were prompt and helpful. 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.
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HubSpot Consulting & Training for Accounting Company
4.5 Mar 21, 2025Everything was timely and the team was very responsive and helpful. Being helpful and resourceful. Also having pre-recorded video on how to implement certain tasks.
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HubSpot Implementation Support for Pool & Spa Company
5.0 May 20, 2025His support has made a big difference in helping us feel confident navigating the platform.
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CRM Consulting for Software Company
4.5 Jun 24, 2025Set 2 Close was responsive and helpful in walking me through my questions and concerns. It was great to have an outline and know what the intention of the next call was, while still leaving room for ad-hoc questions.
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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
In the last six months, Set2Close has received overwhelmingly positive feedback for their HubSpot onboarding and training services. Clients praised their knowledgeable team, particularly highlighting the personalized support and effective communication. For instance, one client noted that the training sessions simplified complex processes for non-tech users. Additionally, another client emphasized the seamless implementation and immediate improvements in sales pipeline management. Overall, clients expressed high satisfaction with Set2Close's responsiveness and expertise, often recommending them for future projects.Was this helpful?
Industry Experience
Set2Close has garnered positive feedback across various industries, including Information Technology, Manufacturing, Media, Financial Services, and Education. Clients commend their expertise in HubSpot implementation, project management, and CRM customization. The overall sentiment is highly favorable, particularly in IT and Manufacturing, where their tailored solutions have significantly streamlined operations and increased efficiency. Potential clients in these sectors seeking CRM support and sales process optimization would find Set2Close particularly suitable.
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Media Restaurants Wellness & Fitness Consulting Insurance Consumer Products Retail Non-profit Arts, entertainment & music Education Agriculture Real estate Business services Financial services Construction Transportation Software IT Services Other Industry Healthcare Human Resources Medical Supply Chain, Logistics, and Transport Manufacturing Information technology Advertising & marketingWas this helpful?
Average Project Cost Breakdown
Read All ReviewsWhat Clients Have Said
Client feedback regarding Set2Close consistently highlights their exceptional value for money and cost-effectiveness. Many clients noted that pricing fit their budgets and was deemed a good value relative to the services provided. For instance, one client emphasized that Set2Close's pricing allowed them to save between $2,000 to $5,000 in onboarding costs. Overall, the sentiment surrounding the company's pricing reflects satisfaction and appreciation for the high-quality support received.Was this helpful?
$5,000+$200 - $300 / hr50 - 249Serves Dallas, TXServices 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 Proactive
Clients consistently praised CloudMasonry for their proactive approach throughout project management. One client noted their 'incredible proactivity,' highlighting how they swiftly addressed potential blockers. Another emphasized their 'exceptional project management,' commending the team's responsiveness to needs and feedback. A Project Manager from NorthWinds appreciated their readiness to pivot quickly when requirements changed, showcasing their commitment to accommodating client requests. Overall, the sentiment reflects a strong appreciation for CloudMasonry’s foresight and dedication to client success.-
Multi-Line Processing for IT Company
5.0 Oct 22, 2021The person in the PM role, Hunter, attended each of our stand-up meetings, never hesitating to provide additional help when we needed and was very proactive looking toward potential future needs. He was great at communicating back to his team and getting answers back to us in a timely fashion. It has been an absolute pleasure working with the Cloud Masonry team as they are easy to work with, approachable, patient with us when we've had to regroup and they've been very accommodating and quick to pivot when changes are requested of them.
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Salesforce Support for Publishing Company
5.0 Jan 23, 2025Their project management was incredibly proactive, always ensuring that any blockers out of their control were raised at the earliest convenience. They have strong foresight and product knowledge. I was impressed with the pace of work and how proactive CloudMasonry were in ensuring all questions/issues were covered.
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1 of 1 reviews is 5 stars1 new review for CRM Consulting and SI services$10,000 – $49,000 avg. project costRead 1 Recent ReviewReviewed 1 time in the past 6 months
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?
Average Project Cost Breakdown
Read All ReviewsWhat 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.Was this helpful?
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UndisclosedUndisclosed50 - 249Irving, TX
Services provided
10% CRM Consulting and SI20% BI & Big Data Consulting & SI20% IT Strategy Consulting +5 services10% Application Testing10% Cloud Consulting & SI10% ERP Consulting and SI10% IT Managed Services10% Mobile App DevelopmentIT strategy consulting company Fuge Technologies Inc. Is based in Irving, Texas. Their services include IT strategy consulting and BI & big data consulting & SI.
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UndisclosedUndisclosed2 - 9Dallas, TX
Services provided
10% CRM Consulting and SI20% E-Commerce Development20% Pay Per Click +4 services20% Search Engine Optimization10% ERP Consulting and SI10% Sales Outsourcing10% UX/UI DesignCapo Commerce LLC is a SEO company. Their small team is headquartered in Dallas, Texas. Their services include Search Engine Optimization and Pay Per Click.
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UndisclosedUndisclosed2 - 9Dallas, TX
Services provided
10% CRM Consulting and SI20% Mobile App Development20% Search Engine Optimization +4 services20% Web Development10% E-Commerce Development10% ERP Consulting and SI10% Web DesignTech Intellectuals is a cloud consulting & SI company. Located in Farmers Branch, Texas, their team offers cloud consulting & SI and Mobile App Development.
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UndisclosedUndisclosed10 - 49Flower Mound, TX
Services provided
10% CRM Consulting and SI10% AI Development10% BI & Big Data Consulting & SI +7 services10% Business Consulting10% Cloud Consulting & SI10% Custom Software Development10% ERP Consulting and SI10% IT Managed Services10% IT Strategy Consulting10% IoT DevelopmentBowdark Consulting, an IT strategy consulting company, provides IT strategy consulting and BI & big data consulting & SI. The firm is based in Flower Mound, Texas.
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UndisclosedUndisclosed10 - 49Frisco, TX
Services provided
15% CRM Consulting and SI60% IT Strategy Consulting15% Cloud Consulting & SI +1 service10% Business ConsultingFortune Minds Inc. Is a small IT strategy consulting company. Launched in 2012, the team offers IT strategy consulting and cloud consulting & SI.
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UndisclosedUndisclosed2 - 9Keller, TX
Services provided
20% CRM Consulting and SI20% Corporate Training & Coaching20% Digital Strategy +3 services15% Email Marketing15% SMS Marketing10% Sales OutsourcingGenie Rocket, a Digital Strategy company, is in Keller, Texas. The team provides Digital Strategy and CRM consulting and SI.
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UndisclosedUndisclosed50 - 249Frisco, TX
Services provided
10% CRM Consulting and SI20% Mobile App Development10% Application Testing +6 services10% BI & Big Data Consulting & SI10% Cloud Consulting & SI10% ERP Consulting and SI10% IT Staff Augmentation10% IT Strategy Consulting10% Web DesignCodenatives, a CRM consulting and SI company, was launched in 2012. The midsize team offers CRM consulting and SI and Mobile App Development.
Read moreSee All Locations (3)Frisco, TX
4875 Preston Road
Frisco, TX 750342 - 5
+1.972.521.8743
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UndisclosedUndisclosed10 - 49Frisco, TX
Services provided
10% CRM Consulting and SI20% ERP Consulting and SI10% AI Development +6 services10% API Development10% BI & Big Data Consulting & SI10% Business Consulting10% Cloud Consulting & SI10% IT Managed Services10% IT Strategy ConsultingFounded in 2016, Kreative Core Technologies is an ERP consulting and SI company. Headquartered in Frisco, Texas, the team specializes in ERP consulting and SI and IT strategy consulting.
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UndisclosedUndisclosed2 - 9Plano, TX
Services provided
10% CRM Consulting and SI10% Application Testing10% BI & Big Data Consulting & SI +7 services10% Custom Software Development10% DevOps Managed Services10% E-Commerce Development10% ERP Consulting and SI10% Enterprise App Modernization10% IT Staff Augmentation10% IT Strategy ConsultingGreat America Technologies, an IT strategy consulting company, is headquartered in Plano, Texas. Their services include IT strategy consulting and BI & big data consulting & SI.
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UndisclosedUndisclosed2 - 9McKinney, TX
Services provided
10% CRM Consulting and SI10% Application Testing10% BI & Big Data Consulting & SI +7 services10% Cloud Consulting & SI10% Cybersecurity10% E-Commerce Development10% ERP Consulting and SI10% Mobile App Development10% Web Design10% Web DevelopmentNice Global Solutions Inc is a web design agency. They are located in McKinney, Texas and have small team. They offer Web Design and BI & big data consulting & SI.
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$5,000+$100 - $149 / hr2 - 9Frisco, TX
Services provided
10% CRM Consulting and SI15% IT Managed Services15% Search Engine Optimization +5 services15% Web Design15% Web Development10% Email Marketing10% Market Research10% Unified Communications Consulting & SIEnlightened Technology Group is an IT managed services company. Established in 1998, the agency is based in Frisco, Texas. Their services include IT managed services and Search Engine Optimization.
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UndisclosedUndisclosed2 - 9McKinney, TX
Services provided
10% CRM Consulting and SI20% Application Testing20% BI & Big Data Consulting & SI +5 services10% ERP Consulting and SI10% Financial Advising & Planning10% HR Consulting10% Market Research10% StaffingBean Infosystems is a big data company launched in 2020. The small team focuses on BI & big data consulting & SI and Application Testing.
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UndisclosedUndisclosed10 - 49Dallas, TX
Services provided
30% CRM Consulting and SI40% Call Center Services30% Other IT Consulting and SIIn Dallas, Texas, Electronic Voice Services (EVS7) is a call center. Their services include Call Center Services and CRM consulting and SI.
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UndisclosedUndisclosed2 - 9Grapevine, TX
Services provided
30% CRM Consulting and SI35% BI & Big Data Consulting & SI35% Cloud Consulting & SINespon IT Services is a data analytics company. Their small team of employees is located in Grapevine, Texas. Their team provides BI & big data consulting & SI and cloud consulting & SI.
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Undisclosed$150 - $199 / hr50 - 249Irving, TX
Services provided
20% CRM Consulting and SI70% ERP Consulting and SI10% Other IT Consulting and SISunrise Technologies, an ERP consulting and SI company, was launched in 1994. In Irving, Texas and Winston-Salem, North Carolina, the team focuses on ERP consulting and SI and CRM consulting and SI.
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UndisclosedUndisclosed2 - 9McKinney, TX
Services provided
20% CRM Consulting and SI50% Mobile App Development30% HR ConsultingApp development company Orabase Solutions is located in McKinney, Texas. Their services include Mobile App Development and HR Consulting.
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UndisclosedUndisclosed10 - 49Irving, TX
Services provided
10% CRM Consulting and SI20% Custom Software Development20% E-Commerce Development +3 services20% Mobile App Development20% Web Development10% ERP Consulting and SIAnnamraju Designs & Technologies is a software development firm founded in 2017. The firm provides Custom Software Development and Web Development.
Read moreSee All Locations (2)Irving, TX
1268 Tioga Drive
Irving, TX 75063Was this helpful?
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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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List of the Top 7 Dallas CRM Companies
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$50,000+$50 - $99 / hr1,000 - 9,999Dallas, TX
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+Undisclosed50 - 249Dallas, TX
Ability to deliver
28/40.015.6/20 Reviews6.9/10 Clients & Experience5.5/10 Market PresenceService focus
50% CRM Consulting and SI50% Other -
$25,000+$50 - $99 / hr1,000 - 9,999Irving, TX
Ability to deliver
33.2/40.015.8/20 Reviews9.9/10 Clients & Experience7.4/10 Market PresenceService focus
10% CRM Consulting and SI90% Other -
$1,000+$50 - $99 / hr50 - 249Dallas, TX
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+$200 - $300 / hr2 - 9Dallas, TX
Ability to deliver
21/40.016.4/20 Reviews0/10 Clients & Experience4.6/10 Market PresenceService focus
70% CRM Consulting and SI30% Other -
Undisclosed$50 - $99 / hr50 - 249Dallas, TX
Ability to deliver
23.7/40.016.2/20 Reviews3/10 Clients & Experience4.6/10 Market PresenceService focus
30% CRM Consulting and SI70% Other -
$1,000+$100 - $149 / hr2 - 9Dallas, TX
Ability to deliver
20.8/40.016.2/20 Reviews0/10 Clients & Experience4.6/10 Market PresenceService focus
40% CRM Consulting and SI60% Other -
UndisclosedUndisclosed50 - 249Irving, TX
Ability to deliver
5.5/40.00/20 Reviews0/10 Clients & Experience5.5/10 Market PresenceService focus
50% CRM Consulting and SI50% Other -
UndisclosedUndisclosed50 - 249Dallas, TX
Ability to deliver
5.3/40.00/20 Reviews0/10 Clients & Experience5.3/10 Market PresenceService focus
60% CRM Consulting and SI40% Other -
Undisclosed$200 - $300 / hr10 - 49Dallas, TX
Ability to deliver
4.6/40.00/20 Reviews0/10 Clients & Experience4.6/10 Market PresenceService focus
100% CRM Consulting and SI -
$25,000+$50 - $99 / hr1,000 - 9,999Irving, TX
Ability to deliver
4/40.00/20 Reviews0/10 Clients & Experience4/10 Market PresenceService focus
35% CRM Consulting and SI65% Other -
$50,000+$200 - $300 / hr1,000 - 9,999Dallas, TX
Ability to deliver
6/40.00/20 Reviews0/10 Clients & Experience6/10 Market PresenceService focus
20% CRM Consulting and SI80% Other -
UndisclosedUndisclosed10 - 49Dallas, TX
Ability to deliver
5.3/40.00/20 Reviews0/10 Clients & Experience5.3/10 Market PresenceService focus
50% CRM Consulting and SI50% Other -
$50,000+$50 - $99 / hr250 - 999Plano, TX
Ability to deliver
36.9/40.017.2/20 Reviews9.7/10 Clients & Experience10/10 Market PresenceService focus
10% CRM Consulting and SI90% Other -
$1,000+$100 - $149 / hr10 - 49Flower Mound, TX
Ability to deliver
31.6/40.016.4/20 Reviews8.5/10 Clients & Experience6.7/10 Market PresenceService focus
90% CRM Consulting and SI10% Other -
$25,000+Undisclosed250 - 999Plano, TX
Ability to deliver
29.6/40.016.4/20 Reviews7.3/10 Clients & Experience5.9/10 Market PresenceService focus
20% CRM Consulting and SI80% Other -
Undisclosed$200 - $300 / hr1,000 - 9,999Dallas, TX
Ability to deliver
0/40.00/20 Reviews0/10 Clients & Experience0/10 Market PresenceService focus
40% CRM Consulting and SI60% Other -
UndisclosedUndisclosed250 - 999Dallas, TX
Ability to deliver
0/40.00/20 Reviews0/10 Clients & Experience0/10 Market PresenceService focus
50% CRM Consulting and SI50% Other -
UndisclosedUndisclosed2 - 9Irving, TX
Ability to deliver
0/40.00/20 Reviews0/10 Clients & Experience0/10 Market PresenceService focus
100% CRM Consulting and SI -
UndisclosedUndisclosed1,000 - 9,999Dallas, TX
Ability to deliver
0/40.00/20 Reviews0/10 Clients & Experience0/10 Market PresenceService focus
25% CRM Consulting and SI75% Other -
$75,000+$150 - $199 / hr1,000 - 9,999Dallas, TX
Ability to deliver
7.1/40.00/20 Reviews1.2/10 Clients & Experience5.9/10 Market PresenceService focus
10% CRM Consulting and SI90% Other -
$25,000+Undisclosed10 - 49Irving, TX
Ability to deliver
25.2/40.016.2/20 Reviews3.6/10 Clients & Experience5.3/10 Market PresenceService focus
15% CRM Consulting and SI85% Other
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