Top CRM Consultants in Dallas
6 Leaders 15 Contenders
117 Companies
List of the Top Dallas CRM Companies
Sponsored
-
Featured
What are Featured Providers?
$5,000+$200 - $300 / hr10 - 49Serves Dallas, TXServices provided
40% CRM Consulting and SI10% Account-Based Marketing10% Digital Strategy +4 services10% Email Marketing10% Recruiting10% Sales Outsourcing10% StaffingSee all 102 projectsSet2Close is a CRM Consultancy specializing in CRM Implementation, Integration, and Customer Relationship Management Consulting. They receive consistently positive feedback, with 100% of reviews highlighting their expertise in HubSpot, exceptional project management, and personalized support. Clients particularly appreciate their organized approach and ability to tailor solutions to specific business needs, as noted in 80% of the reviews.
Industry Experience
Set2Close has demonstrated expertise across various industries, including advertising, healthcare, information technology, and education. Clients consistently praise their comprehensive HubSpot onboarding, CRM customization, and training, which have led to improved operational efficiency and enhanced marketing capabilities. Sentiment remains highly positive, particularly in healthcare and IT sectors, where their tailored solutions effectively drive business growth. Prospective clients in these industries can expect strong support and a proactive approach to achieving their project goals.
Read All ReviewsSelect Industry to see insights
Media Consulting Restaurants Wellness & Fitness 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 Real estate Other industries Advertising & marketingWas this helpful?
Average Project Cost Breakdown
Read All ReviewsWhat Clients Have Said
Set2Close is frequently recognized for its cost-effectiveness and overall value, with clients noting that their pricing fits within budget constraints while delivering significant results. For instance, one client emphasized that Set2Close's services saved them $2-5k on setup costs, while another highlighted the good value for cost and effective solutions tailored to their needs. Overall, client sentiment reflects satisfaction with the company's ability to provide high-quality support at a reasonable price.Was this helpful?
More responsive than most other service providers
Get in TouchSet2Close is very responsive
They are a great candidate to start a conversation with. Send them a short message or project inquiry.Was this helpful?
View projects from:
Was this helpful?
$1,000+$25 - $49 / hr50 - 249Serves Dallas, TXServices provided
70% CRM Consulting and SI10% AI Development10% API Development +1 service10% IT Staff AugmentationSee all 103 projectsPeeklogic, LLC is a CRM Consulting and Systems Integration company specializing in Salesforce development, customization, and integration. Clients consistently praise their expertise, responsiveness, and strong project management, with 100% of reviews highlighting timely delivery and effective solutions. Their practical approach to seamlessly integrating external systems and enhancing Salesforce environments is notably impressive.
Reviews mention Team players
Clients consistently praised Peeklogic, LLC for their collaborative approach and seamless integration into existing teams. One client noted that their representative, Khrystyna, felt like a true member of their engineering team, demonstrating effective communication and alignment with their goals. Another client highlighted the team's responsiveness and commitment to customizing solutions, stating it felt like working with an internal team. Overall, client sentiment reflects a strong appreciation for Peeklogic, LLC's team-oriented culture and dedication to client success.-
Custom Software Development for Live Experiences Company
5.0 Dec 1, 2023The team has been very responsive during our implementation and configuration process. The team walked us through the setup step-by-step and worked with us to customize the configuration. They responded to any questions within a day and met via virtual meetings whenever we needed further assistance. The team works with us to deliver customized solutions for our unique business needs. It felt like working within an internal team, and everyone went the distance to promptly deliver.
Read Full Review -
CRM Development for Vacation Rental & Property Management Co
5.0 Apr 1, 2026Peeklogic, LLC was very friendly and well aligned with our team. Khrystyna felt like a member of the engineering team from day one.
Read Full Review
Was this helpful?
Industry Experience
Peeklogic, LLC has demonstrated expertise across various industries, including Financial Services, Information Technology, Medical, and Manufacturing. Clients praised their responsiveness, project management, and ability to deliver customized Salesforce solutions. In Financial Services, they improved lead conversion and enhanced operational efficiency. In IT, they effectively integrated Jira with Salesforce, streamlining workflows. The overall sentiment is highly positive, indicating that Peeklogic, LLC is well-suited for projects requiring CRM development, integrations, and automation across these sectors.
Read All ReviewsSelect Industry to see insights
Software Non-profit Consumer products & services Chemicals & Biotechnology Manufacturing Telecommunications Advertising & marketing Real estate Education Transportation Arts, entertainment & music Retail Nonprofit Consumer Products Automotive Information technology Other industries Consulting Financial services Legal Construction Hospitality & leisure Business services Healthcare IT Services MedicalWas this helpful?
View projects from:
Was this helpful?
$8,000 Teams needing ongoing admin support $10,000 Organizations needing regular development work $12,000 Organizations using multiple Salesforce CloudsView PackagesDedicated Salesforce Team (Admin/Developer)
Get a dedicated Salesforce team to continuously manage, develop, and optimize your Salesforce environment. Peeklogic provides experienced Salesforce administrators and developers who work as an extension of your teamWas 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, CRM Integration, and Customer Relationship Management Consulting services. Their reviews reflect a high level of expertise, professionalism, and client satisfaction, with 100% of reviewers expressing positive feedback. Clients commend their proactive approach, knowledge in CRM systems, and ability to deliver projects on time and within budget.
Reviews mention Unique expertise
Clients have consistently praised CloudMasonry for their unique expertise, particularly in Salesforce Marketing Cloud. One client highlighted their ability to deeply understand needs and translate them into actionable solutions, noting their proactive approach and attention to detail. The team was commended for their responsiveness and flexibility, ensuring that project goals were met while setting the foundation for long-term success. Overall, the sentiment reflects a high level of satisfaction with CloudMasonry's specialized knowledge and commitment to delivering value.-
Custom Software Development for Financial Services Company
5.0 Jun 7, 2024Our experience with CloudMasonry has been impressive, primarily due to the consultant's knowledge and expertise in Salesforce. She answered questions quickly and gave clear explanations that we were able to understand as beginners to the system. Not only did CloudMasonry solve countless requests during our time working together, we also feel more educated and prepared to take on new projects.
Read Full Review
Was this helpful?
Industry Experience
CloudMasonry has garnered positive feedback across various industries, including education, financial services, insurance, and arts & entertainment. Clients commend their expertise in Salesforce and Pardot for enhancing communication strategies, reporting, and process automation. The general sentiment reflects CloudMasonry's strengths in project management, responsiveness, and delivering tailored solutions, making them an excellent fit for clients in sectors like education and financial services seeking robust digital transformation.
Read All ReviewsSelect Industry to see insights
Education Arts, entertainment & music Publishing Insurance Financial services Nonprofit IT Services Utilities Pharmaceuticals Consumer ProductsWas this helpful?
Average Project Cost Breakdown
Read All ReviewsWhat Clients Have Said
Clients consistently praise CloudMasonry for their competitive pricing and overall value. Feedback highlights that their services fit within budget constraints while delivering high-quality results. For instance, one client noted, 'Pricing fit our budget' and another emphasized, 'Good value for cost.' Overall sentiment reflects satisfaction with the company's ability to meet financial expectations, with multiple reviewers expressing that CloudMasonry offers a strong return on investment through effective project management and timely delivery.Was this helpful?
View projects from:
Was this helpful?
-
-
UndisclosedUndisclosed50 - 249McKinney, TX
Services provided
20% CRM Consulting and SI20% Cloud Consulting & SI20% ERP Consulting and SI +2 services20% Mobile App Development20% Web DesignSIROCo is a midsize web design company headquartered in Houston, Texas and McKinney, Texas. Their services include Web Design and cloud consulting & SI.
Read moreSee All Locations (2)McKinney, TX
5900 S Lake Forest Dr Ste 300
McKinney, TX 750701
+1.844.708.0008
Was this helpful?
-
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.
Read more -
Featured
What are Featured Providers?
$1,000+$25 - $49 / hr50 - 249Serves Dallas, TXServices provided
40% CRM Consulting and SI30% E-Commerce Development30% Web DevelopmentSee all 45 projectsComputan is a versatile web development company offering comprehensive services, including WordPress and HubSpot development, CMS integration, and digital marketing support. Overall, 100% of reviews highlight their technical expertise and reliability, with approximately 85% praising their timeliness and communication. Clients appreciate Computan's adaptability and value for cost, though some suggest minor improvements in project delivery visibility and proactive communication.
Reviews mention Collaborative
Clients have consistently praised Computan for their collaborative approach, highlighting responsiveness and teamwork. One client noted that the development team worked closely with their agency, discussing timelines and solutions effectively. Although there were some initial QA glitches, the Computan team was open to feedback, implementing additional standards to enhance collaboration further. Overall, the sentiment regarding collaboration is positive, indicating a strong partnership throughout the project.-
Web Dev for Digital Marketing Agency
4.0 May 25, 2020We had an account manager who provided estimates and introduced us to the team of developers who worked on the project. The team was responsive and worked collaboratively to offer options. The development team was very responsive and worked closely with our agency team to discuss timelines and find solutions.
Read Full Review
Was this helpful?
Industry Experience
Computan has demonstrated strong expertise across various industries, including Advertising & Marketing, Education, Healthcare, E-commerce, and Technology. Clients consistently praise their responsiveness, flexibility, and the quality of deliverables, particularly in web development and integration projects. Sentiment is generally positive, highlighting their ability to adapt and collaborate effectively. Their services are well-suited for organizations seeking reliable web development and maintenance, especially those utilizing platforms like WordPress and HubSpot.
Read All ReviewsSelect Industry to see insights
Automotive Advertising & marketing Healthcare IT Services Education Beauty & Cosmetics Wellness & Fitness Software Logistics & Supply Chain Media Consulting Manufacturing Telecommunications Hospitality & leisure Nonprofit Information technology Business services Research Other IndustryWas this helpful?
Average Project Cost Breakdown
Read All ReviewsWhat Clients Have Said
Computan has been recognized for providing excellent value for money, with clients frequently noting that their pricing aligns well with project budgets. One client highlighted that Computan delivered exceptional quality of work for the cost, stating, 'the quality of work we get for the cost is something I have not seen in any agency I have worked.' Another client emphasized their competitive pricing, stating it was a decisive factor in their selection. Overall, sentiment regarding Computan's cost-effectiveness and value remains highly positive.Was this helpful?
View projects from:
Was this helpful?
-
-
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.
Read more -
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.
Read more -
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.
Read more -
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.
Read more -
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
Was this helpful?
-
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.
Read more -
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.
Read more -
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.
Read more -
$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.
Read more -
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.
Read more -
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.
Read more -
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.
Read more -
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.
Read more -
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.
Read more -
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?
Share your project goals, and we’ll connect you with verified partners who fit your budget and timeline.
Get My MatchesTell us what you need — we’ll match you with top agencies in minutes.
Get My MatchesWhy Trust Clutch
At Clutch, we believe trust is the foundation of every business relationship. Our mission is to help buyers make confident, data-backed decisions informed by real client experiences.
Every review on Clutch undergoes a rigorous, human-led verification process to make sure it’s valid. Our team of specialists confirms the identity of each reviewer, ensures the project is legitimate, and only publishes reviews that meet our strict criteria.
Verification doesn’t stop at the point of publication. Our Trust & Safety team routinely audits older reviews against our guidelines. When reviews fall short of our standards, we remove them.
We evaluate service providers using a structured methodology that combines:
- In-depth client interviews and ratings
- Comprehensive project details
- Market presence
- Portfolio examples and industry recognition
This data powers tools like the Leaders Matrix, which helps you compare agencies directly. Our research team curates rankings by weighing verified reviews most heavily, so the most trusted and experienced providers rise to the top.
Using this unique combination of verified client feedback and provider-supplied insights, Clutch distills the most important details into clear, digestible summaries so you have everything you need to make confident, informed decisions quickly.
We take fraud seriously. Providers who violate our guidelines may face lower rankings, restricted visibility, or removal from the platform altogether.
Clutch’s commitment to transparency is ongoing. We’re constantly refining our systems to protect the integrity of reviews and support you in finding the right agency.
Rollover to see company insights or click a company below for more details.
A Clutch Leaders Matrix provides a broad view of the top-performing companies in a particular service or location. Each company featured in a Leaders Matrix is evaluated based on Focus and Ability to Deliver. The size of each circle indicates that company’s size.
By using verified reviews, focused service details, and real project data, the Leaders Matrix highlights companies that consistently deliver and stand out from the rest. Each company’s position is based on how well they focus on a service area and how consistently they deliver results, helping you make informed, confident decisions. Learn More
Focus (x-axis)
Focus accounts for a company’s specialization within a certain service.
Ability to Deliver (y-axis)
Ability to Deliver considers three criteria:
- Client feedback and reviews
- Work experience and previous projects
- Market presence and reputation in the industry
List of the Top 6 Dallas CRM Companies
-
$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 -
$1,000+$100 - $149 / hr50 - 249Grapevine, TX
Ability to deliver
38.2/40.018.4/20 Reviews10/10 Clients & Experience9.8/10 Market PresenceService focus
10% CRM Consulting and SI90% 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
31.4/40.016.2/20 Reviews8.5/10 Clients & Experience6.7/10 Market PresenceService focus
90% CRM Consulting and SI10% Other -
$25,000+Undisclosed250 - 999Plano, TX
Ability to deliver
29.4/40.016.2/20 Reviews7.3/10 Clients & Experience5.9/10 Market PresenceService focus
20% CRM Consulting and SI80% 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 -
$50,000+$100 - $149 / hr250 - 999Plano, TX
Ability to deliver
29.5/40.016.2/20 Reviews7.8/10 Clients & Experience5.5/10 Market PresenceService focus
10% CRM Consulting and SI90% Other
Latest CRM Articles
See all articles
Is Your Phone Spying On You? (And How to Stop It)
Do you worry your phone is spying on you? You’re not alone. Learn how smartphones collect your data and what you can do to reduce what you share.
How to Create a Budget for BI & Analytics Services [With Template]
Use our custom template for your business intelligence and analytics needs.
Get matched with the 5 best-fit agencies for your project—in 4 minutes or less.