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Top CRM Consultants in Houston

Ratings Updated: May 28, 2026

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4 Leaders 15 Contenders

56 Companies

Country: United States

State: Texas

City: Houston

Services: CRM Consulting and SI

List of the Top Houston CRM Companies

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Featured

What are Featured Providers?

Set2Close

5.0 97 reviews
Premier Verified

$5,000+

$200 - $300 / hr

10 - 49

Serves Houston, TX

Services provided

40% CRM Consulting and SI

10% Account-Based Marketing

10% Digital Strategy +4 services

10% Email Marketing

10% Recruiting

10% Sales Outsourcing

10% Staffing

Set2Close is a CRM Consultancy specializing in CRM Implementation, Customer Relationship Management Consulting, and CRM Systems Integration. The company receives overwhelmingly positive feedback, with 100% of reviewers noting their deep expertise and personalized approach. Clients commend their ability to tailor CRM solutions precisely to business needs, highlighting their valuable training and seamless process management.

See all 97 projects

21 of 21 reviews are 5 stars

21 new reviews for CRM Consulting and SI services

Less than $10,000 avg. project cost

Reviewed 21 times in the past 6 months
Over the past six months, Set2Close has received overwhelmingly positive feedback from clients across various industries. Clients praised the company's deep knowledge of HubSpot, personalized support, and proactive communication. For instance, one client highlighted the 'incredible experience' of tailored training, while another noted the 'structured approach' and 'clear visibility' into their sales processes. Overall, clients expressed high satisfaction and a willingness to recommend Set2Close for its exceptional value and expertise.
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Industry Experience

Set2Close has demonstrated expertise across various industries, including retail, manufacturing, non-profit, real estate, and technology. Clients commend their personalized approach, effective onboarding, and CRM optimization, particularly with HubSpot. The overall sentiment is positive, highlighting Set2Close's ability to adapt solutions for specific business needs, enhance operational efficiency, and drive measurable results in sales and customer engagement across sectors.
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Media Restaurants Wellness & Fitness Consulting Insurance Consumer Products Retail Non-profit Arts, entertainment & music Education Agriculture Business services Financial services Construction Transportation Software IT Services Other Industry Healthcare Human Resources Medical Supply Chain, Logistics, and Transport Manufacturing Information technology Real estate Other industries Advertising & marketing

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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.
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1 of 1 Houston-based review is 5 stars

1 Houston-based review for CRM Consulting and SI in past 6 months

$10,000 – $49,000 avg. project cost for CRM Consulting and SI services in Houston

Houston-based CRM Consulting and SI project highlight

HubSpot CRM Training & Consulting for Pharmacy
5.0 — Set2Close provided HubSpot CRM training for a pharmacy's sales representatives and helped the client align their HubSpot systems. The team also provided tools and reports that helped the client Read more
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Peeklogic, LLC

5.0 101 reviews
Premier Verified

$1,000+

$25 - $49 / hr

50 - 249

Serves Houston, TX

Services provided

70% CRM Consulting and SI

10% AI Development

10% API Development +1 service

10% IT Staff Augmentation

Peeklogic, LLC is a CRM Consulting firm specializing in Salesforce development, integration, and customization. The reviews indicate a strong emphasis on responsive communication, timely project management, and practical solutions, with 100% of the clients praising their responsiveness and ability to adapt to evolving requirements. The company consistently receives high ratings for successfully improving CRM systems integration and operational efficiency.

See all 101 projects
Reviews mention Unique expertise
Client feedback emphasizes Peeklogic, LLC's unique expertise, particularly in Salesforce and CPQ implementations. One CEO highlighted their ability to explain complex concepts clearly and provide tailored, solution-oriented strategies. Another client praised their technical skills, noting a stark contrast to previous consultants. Overall, the sentiment is highly positive, with clients appreciating their depth of knowledge and responsiveness. However, some feedback suggests that improved upfront alignment on project scope could enhance efficiency.

Apex Scripts Development for Salesforce Consulting Company

5.0 Jun 26, 2024

Peeklogic utilizes different team members who have expertise on different goals. They communicate thoroughly and timely. Peeklogic, LLC always had someone who could solve my issue.
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Custom Software Development for Blockchain Infrastructure Co

5.0 Apr 26, 2024

What stood out to me was Roman’s developer skills. He was adept at implementing our technical requirements and integrating with the platforms we wanted. His technical expertise was impressive.
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Data Annotation Services for Digital Asset Marketplace

5.0 Oct 9, 2025

They were kind, generous, and experts at what they did. Overall, they were outstanding and easy to work with.
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CRM Consulting for Sports Surfaces Company

5.0 Feb 3, 2026

What stood out most was Peeklogic, LLC’s depth of Salesforce and CPQ expertise and their ability to clearly explain complex technical concepts in a practical, understandable way. Their team brought a thoughtful, solution-oriented approach and a strong understanding of how Salesforce should support real business operations.
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Average Project Cost Breakdown

Less than $10,000 (26) $10,000 to $49,000 (8) $50,000 to $199,999 (3) $200,000 to $999,999 (1)

What Clients Have Said
Clients consistently commend Peeklogic, LLC for their exceptional value for money and competitive pricing. Many reviews highlight the company's responsiveness and ability to deliver projects on time, with one client stating they 'came in under budget and beat timelines.' Another noted that Peeklogic provided 'good value for cost' and was a 'great culture fit.' Overall, clients feel they receive high-quality service and customized solutions that justify their investment.
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More responsive than most other service providers

Peeklogic, LLC is very responsive
They are a great candidate to start a conversation with. Send them a short message or project inquiry.
Get in Touch

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$8,000 Teams needing ongoing admin support $10,000 Organizations needing regular development work $12,000 Organizations using multiple Salesforce Clouds

Dedicated 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 team
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CloudMasonry

5.0 15 reviews
Premier Verified

$5,000+

$200 - $300 / hr

50 - 249

Serves Houston, TX

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.

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Reviews mention Personable
The client feedback highlights CloudMasonry's personable approach, with clients expressing appreciation for their proactive communication and ease of collaboration. One client noted, "I enjoyed how personable they were; a pleasure to work with!" Another emphasized their agility and how they felt "in good hands" during the project. Overall, the sentiment is overwhelmingly positive, indicating that CloudMasonry's team is approachable and responsive, fostering a pleasant working relationship.

B2B Analytics Deployment for Consumer Electronics Firm

5.0 Aug 4, 2020

They are agile, personable, and easy to work with. We felt like we were in good hands when working with CloudMasonry. Great communication, never had to wait for anything.
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Salesforce Support for Publishing Company

5.0 Jan 23, 2025

I was impressed with the pace of work and how proactive CloudMasonry were in ensuring all questions/issues were covered. I also enjoyed how personable they were; a pleasure to work with!
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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
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Industry Experience

CloudMasonry has received positive feedback across various industries, including Publishing, Education, Insurance, Financial Services, Nonprofit, IT Services, Utilities, Arts, Entertainment & Music, and Pharmaceuticals. Clients praise their expertise in Salesforce implementation, project management, and proactive communication. The overall sentiment is highly favorable, highlighting their strengths in understanding client needs and delivering on time. Educational institutions and financial services firms particularly commend their ability to enhance communication strategies and optimize reporting, making them a strong fit for clients in these sectors.
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Publishing Education Insurance Financial services Nonprofit IT Services Utilities Arts, entertainment & music Consumer Products Pharmaceuticals

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United States (13) France (1) England (1)

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Entartes

Not yet reviewed

$1,000+

$100 - $149 / hr

10 - 49

Katy, TX

Services provided

10% CRM Consulting and SI

50% ERP Consulting and SI

20% IT Managed Services +2 services

10% E-Commerce Development

10% IT Strategy Consulting

Founded in 2018, Entartes is a small ERP consulting and SI company located in Katy, Texas. Their team offers ERP consulting and SI and IT managed services.
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GrowthStack

Not yet reviewed

$1,000+

$100 - $149 / hr

2 - 9

Shenandoah, TX

Services provided

10% CRM Consulting and SI

15% Web Development

10% AI Agents +10 services

10% AI Consulting

10% Business Consulting

10% Content Writing Services

5% Digital Strategy

5% Email Marketing

5% Fractional CMO Services

5% Generative AI

5% Marketing Strategy

5% SMS Marketing

5% Web Design

GrowthStack is a website development company. Founded in 2008, the team provides Web Development and CRM consulting and SI. The firm is headquartered in Shenandoah, Texas.
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Featured

What are Featured Providers?
Computan

4.8 45 reviews
Verified

$1,000+

$25 - $49 / hr

50 - 249

Serves Houston, TX

Services provided

40% CRM Consulting and SI

30% E-Commerce Development

30% Web Development

Computan is a web development and digital marketing company offering services in website management, CRM integration, and CMS development. Reviews indicate that approximately 85% of clients appreciate their adaptability, timely communication, and ability to meet project requirements effectively. Clients also commend Computan for understanding their business needs and providing quality solutions within budget, although a few mentioned room for improvement in project delivery timelines and proactive communication.

See all 45 projects
Reviews mention Reasonable pricing
Clients consistently commend Computan for their reasonable pricing and value for money. One client noted, "their services are a great value for my investment," while another highlighted their "upfront" communication about costs, emphasizing that Computan's rates were particularly reasonable given their humanitarian mission. Overall, the sentiment reflects satisfaction with Computan's pricing structure, with clients feeling they receive high-quality services without excessive costs.

Shopify Migration for Dietary Supplements & Wellness Company

5.0 Apr 13, 2022

Computan is solution-oriented and executes projects efficiently. Also, their services are a great value for my investment.
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Website Revamp & Redesign for Purchasing & Consulting Firm

5.0 Apr 6, 2022

They were upfront when telling us about costs, and their resources were reasonable when it came to staying within our allocated budget. Moreover, the team stayed on track; they made sure that our team stayed on point to meet the deadlines we were setting for the project.
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Backend Dev/IT Consulting for Nonprofit Organization

5.0 Aug 28, 2019

Their prices also cannot be beaten; we are charged even more reasonable rates because of our humanitarian mission. We’ve stuck with Computan over the years because we’ve never felt the need to look elsewhere.
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Landing Page Design for Custom Promotions Site

5.0 Oct 11, 2018

I valued the ability to get what I envisioned at an affordable rate. They were professional through the process and performed consistently. Their team knew exactly how to accomplish the complex work, but also respected my skills in the industry.
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Industry Experience

Computan demonstrates strong expertise across various industries, including Healthcare, IT Services, Advertising & Marketing, Education, Beauty & Cosmetics, and more. Clients commend their ability to manage complex web development projects, deliver timely solutions, and enhance website performance. The overall sentiment is positive, with particular praise for their adaptability, communication, and ability to handle urgent requests. Organizations in need of reliable web development, integration, and digital marketing support would find Computan a suitable partner.
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Healthcare IT Services Advertising & marketing Education Beauty & Cosmetics Wellness & Fitness Software Logistics & Supply Chain Business services Media Consulting Manufacturing Telecommunications Research Other Industry Hospitality & leisure Automotive Nonprofit Information technology

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Average Project Cost Breakdown

$10,000 to $49,000 (22) Less than $10,000 (7) $50,000 to $199,999 (4) $1,000,000 to $9,999,999 (1)

What Clients Have Said
Clients consistently praise Computan for their cost-effectiveness and the value they provide. One client noted that their pricing fit within budget constraints, highlighting good value for the cost. Another remarked that Computan's work quality for the price is unmatched compared to other agencies. Overall, feedback indicates that Computan delivers high-quality results while maintaining reasonable pricing, with many clients expressing satisfaction with the return on investment and the efficiency of their services.
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United States (34) Canada (10) Finland (1)

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Gravity Digital in Texas

Not yet reviewed

$10,000+

Undisclosed

2 - 9

Montgomery, TX

Services provided

10% CRM Consulting and SI

25% Pay Per Click

25% Video Production +2 services

20% Email Marketing

20% Social Media Marketing

Gravity Digital in Texas is a PPC agency. The Montgomery, Texas-based team focuses on Pay Per Click and Video Production.
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Fusemate

Not yet reviewed

$1,000+

Undisclosed

10 - 49

Livingston, TX

Services provided

25% CRM Consulting and SI

15% AI Agents

15% Conversion Optimization +3 services

15% Digital Strategy

15% SMS Marketing

15% Web Design

Based in Livingston, Texas, Fusemate is a CRM consulting and SI company. The team provides CRM consulting and SI and Digital Strategy.
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Pozative

Not yet reviewed

Undisclosed

Undisclosed

10 - 49

Houston, TX

Services provided

50% CRM Consulting and SI

50% Branding

Based in Houston, Texas, Pozative is a branding agency and CRM consulting and SI company. Their services include Branding and CRM consulting and SI.
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Alta Vista Technology

Not yet reviewed

Undisclosed

Undisclosed

10 - 49

Sugar Land, TX

Services provided

50% CRM Consulting and SI

50% ERP Consulting and SI

CRM consulting and SI and ERP consulting and SI company Alta Vista Technology was established in 2014. The firm specializes in CRM consulting and SI and ERP consulting and SI.
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Sugar Land, TX

50 Sugar Creek Center Blvd. Suite 300
Sugar Land, TX 77478

+1.855.913.3228

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Ability to deliver

Focus

Proven

Market Leaders

Emerging

Niche

Clutch Leaders Matrix

Rollover to see company insights or click a company below for more details.

1 INSIDEA

2 Advertas

3 Utegration

4 Revvnue

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 4 Houston CRM Companies

INSIDEA

$1,000+

$50 - $99 / hr

50 - 249

Houston, TX

Ability to deliver

32.4/40.0

20/20 Reviews

5.7/10 Clients & Experience

6.8/10 Market Presence

Service focus

10% CRM Consulting and SI

90% Other

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Advertas

$5,000+

$100 - $149 / hr

10 - 49

Houston, TX

Ability to deliver

32.8/40.0

15.8/20 Reviews

8.6/10 Clients & Experience

8.4/10 Market Presence

Service focus

10% CRM Consulting and SI

90% Other

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Utegration

$1,000+

$150 - $199 / hr

50 - 249

Houston, TX

Ability to deliver

21.7/40.0

16.2/20 Reviews

0/10 Clients & Experience

5.5/10 Market Presence

Service focus

30% CRM Consulting and SI

70% Other

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Revvnue

$5,000+

$50 - $99 / hr

10 - 49

Houston, TX

Ability to deliver

22.6/40.0

16.2/20 Reviews

1.8/10 Clients & Experience

4.6/10 Market Presence

Service focus

20% CRM Consulting and SI

80% Other

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The Fury Group

$10,000+

$200 - $300 / hr

10 - 49

Houston, TX

Ability to deliver

5.2/40.0

0/20 Reviews

0/10 Clients & Experience

5.2/10 Market Presence

Service focus

70% CRM Consulting and SI

30% Other

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AMZ Core

$1,000+

$25 - $49 / hr

10 - 49

Houston, TX

Ability to deliver

4.6/40.0

0/20 Reviews

0/10 Clients & Experience

4.6/10 Market Presence

Service focus

70% CRM Consulting and SI

30% Other

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MRE Consulting

$25,000+

$150 - $199 / hr

50 - 249

Houston, TX

Ability to deliver

11/40.0

0/20 Reviews

3.6/10 Clients & Experience

7.4/10 Market Presence

Service focus

25% CRM Consulting and SI

75% Other

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Aeonnova Consulting Group, Inc

$25,000+

$150 - $199 / hr

10 - 49

Houston, TX

Ability to deliver

5.2/40.0

0/20 Reviews

0/10 Clients & Experience

5.2/10 Market Presence

Service focus

45% CRM Consulting and SI

55% Other

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Sixlogs Technologies

$5,000+

$25 - $49 / hr

50 - 249

Houston, TX

Ability to deliver

9.1/40.0

0/20 Reviews

3.6/10 Clients & Experience

5.5/10 Market Presence

Service focus

20% CRM Consulting and SI

80% Other

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CSS Commerce

$25,000+

$100 - $149 / hr

10 - 49

Houston, TX

Ability to deliver

11.8/40.0

0/20 Reviews

5.8/10 Clients & Experience

6/10 Market Presence

Service focus

10% CRM Consulting and SI

90% Other

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Avinta Services, Inc

Undisclosed

Undisclosed

2 - 9

Houston, TX

Ability to deliver

0/40.0

0/20 Reviews

0/10 Clients & Experience

0/10 Market Presence

Service focus

100% CRM Consulting and SI

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Cloufi

Undisclosed

Undisclosed

10 - 49

Houston, TX

Ability to deliver

0/40.0

0/20 Reviews

0/10 Clients & Experience

0/10 Market Presence

Service focus

60% CRM Consulting and SI

40% Other

View Profile Visit Website
TRIULTA

Undisclosed

Undisclosed

10 - 49

Houston, TX

Ability to deliver

4/40.0

0/20 Reviews

0/10 Clients & Experience

4/10 Market Presence

Service focus

40% CRM Consulting and SI

60% Other

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Bridgital

$5,000+

Undisclosed

2 - 9

Houston, TX

Ability to deliver

4.9/40.0

0/20 Reviews

0/10 Clients & Experience

4.9/10 Market Presence

Service focus

40% CRM Consulting and SI

60% Other

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Bayard Bradford

$5,000+

$100 - $149 / hr

10 - 49

Houston, TX

Ability to deliver

6.5/40.0

0/20 Reviews

1.2/10 Clients & Experience

5.3/10 Market Presence

Service focus

20% CRM Consulting and SI

80% Other

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Smartbridge

$25,000+

$150 - $199 / hr

50 - 249

Houston, TX

Ability to deliver

7.8/40.0

0/20 Reviews

0/10 Clients & Experience

7.8/10 Market Presence

Service focus

10% CRM Consulting and SI

90% Other

View Profile Visit Website
Ridgeline Agency

$5,000+

$50 - $99 / hr

50 - 249

Houston, TX

Ability to deliver

4.9/40.0

0/20 Reviews

0/10 Clients & Experience

4.9/10 Market Presence

Service focus

20% CRM Consulting and SI

80% Other

View Profile Visit Website
ERP Peers

$1,000+

$50 - $99 / hr

10 - 49

Houston, TX

Ability to deliver

22.4/40.0

16/20 Reviews

0/10 Clients & Experience

6.4/10 Market Presence

Service focus

10% CRM Consulting and SI

90% Other

View Profile Visit Website
Endiem

Undisclosed

Undisclosed

10 - 49

Houston, TX

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

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Top CRM Consultants in Houston

List of the Top Houston CRM Companies

Reviewed 21 times in the past 6 months

Industry Experience

Select Industry to see insights

Set2Close is very responsive

HubSpot CRM Training & Consulting for Pharmacy

Reviews mention Unique expertise

Apex Scripts Development for Salesforce Consulting Company

Custom Software Development for Blockchain Infrastructure Co

Data Annotation Services for Digital Asset Marketplace

CRM Consulting for Sports Surfaces Company

Average Project Cost Breakdown

What Clients Have Said

Peeklogic, LLC is very responsive

Dedicated Salesforce Team (Admin/Developer)

Reviews mention Personable

B2B Analytics Deployment for Consumer Electronics Firm

Salesforce Support for Publishing Company

CRM Consulting & SI for Pharmaceutical Consulting Firm

Industry Experience

Select Industry to see insights

Reviews mention Reasonable pricing

Shopify Migration for Dietary Supplements & Wellness Company

Website Revamp & Redesign for Purchasing & Consulting Firm

Backend Dev/IT Consulting for Nonprofit Organization

Landing Page Design for Custom Promotions Site

Industry Experience

Select Industry to see insights

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