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Top CRM Consultants in Houston

Ratings Updated: February 9, 2026
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5 Leaders 15 Contenders

53 Companies

Country: United States
State: Texas
City: Houston
Services: CRM Consulting and SI

List of the Top Houston CRM Companies

  • Featured

    What are Featured Providers?

    Set2Close Logotype

    Set2Close

    5.0 81 reviews
    Premier Verified
    $5,000+
    $200 - $300 / hr
    10 - 49
    Serves Houston, TX

    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
    20 of 20 reviews are 5 stars
    19 new reviews for CRM Consulting and SI services
    Less than $10,000 avg. project cost

    Reviewed 20 times in the past 6 months

    In the last six months, Set2Close has received overwhelmingly positive feedback from clients, highlighting their expertise in HubSpot onboarding and CRM implementations. Clients praised their flexibility, responsiveness, and ability to provide tailored solutions. For instance, one CEO noted their 'depth of knowledge' and 'comprehensive guidance' that facilitated effective onboarding. Another client commended their project management for timely deliverables and proactive support. Overall, clients expressed high satisfaction with the value provided, with many stating they would recommend Set2Close without reservations.
    Read 20 Recent Reviews
    60 of 65 CRM Consulting and SI reviews are 5 stars
    19 new reviews for CRM Consulting and SI in past 6 months
    Less than $10,000 avg. project cost

    CRM Consulting and SI PROJECT HIGHLIGHT

    HubSpot Onboarding Services for SaaS Platform

    5.0 — Set 2 Close provided HubSpot onboarding services for a SaaS platform. The team was responsible for setting up the tool, providing training and troubleshooting, and offering video support. Read more
    Read 65 Reviews

    Average Project Cost Breakdown

    Less than $10,000 (58) $10,000 to $49,000 (6) $50,000 to $199,999 (2)

    What Clients Have Said

    Clients consistently commend Set2Close for their cost-effectiveness and the value they provide. Many reviews highlight that the company's pricing fits within budget constraints while delivering high-quality service. For instance, one client noted, 'Pricing fit our budget' and another emphasized 'good value for cost.' Overall, the sentiment is overwhelmingly positive, with multiple clients expressing satisfaction with the financial investment relative to outcomes achieved, such as improved efficiency and successful onboarding processes.
    Read All Reviews

    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 Profile Visit Website
    CloudMasonry Logotype

    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.

    See all 15 projects

    Reviews mention Exceeds expectations

    Client feedback indicates that CloudMasonry consistently exceeds expectations, particularly in delivering a comprehensive email communication strategy within a short timeframe. One client noted their project was stalled for years, yet CloudMasonry managed to implement a fully functioning campaign in just weeks, significantly increasing application numbers. The team's responsiveness, expert guidance, and strong project management were highlighted as key strengths, contributing to a highly satisfactory experience with no identified areas for improvement.
    • Communications Strategy for University
      5.0 Nov 21, 2024

      The CloudMasonry team was able to deliver this project within a short timeframe that exceeded our expectations. We have been stalled in trying to build this ourselves for years! And, we now have a fully functioning email campaign within a few weeks. We are already seeing and measuring the outcomes--our application numbers have increased significantly over the last few months.

      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 Houston, TX

    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

    Reviews mention Great team

    Clients consistently praise Cynoteck Technology Solutions for their exceptional teamwork and professionalism. One client highlighted the team's brilliant approach and effective communication, which expedited project delivery during a critical time. Another noted that the Cynoteck team worked seamlessly, demonstrating expertise in project planning and execution. Overall, the sentiment reflects a strong appreciation for the team's ability to manage projects effectively, leaving clients impressed and satisfied with the results.
    • Office365 Implementation for School
      5.0 Sep 29, 2020

      The fact that the Cynoteck team were so brilliant in their approach towards the project and communication with us, helped speed up the project delivery at such a critical time and there were no hiccups or roadblocks. Since this was a small project, not much project management was required. But the Cynoteck team worked like professionals and it was evident from their approach that they are experts at this work and have been doing this for years.

      Read Full Review
    • Dev Augmentation for Microsoft Power Platform Solutions Co
      5.0 Apr 16, 2020

      They’re trustworthy. I have no reason to look elsewhere; they deliver what I need. The engagement with them has been great. They deliver quality work. They operate not only out of India but also the US. They have good reach and quality customers all over the world. They have a good team. I have no reason to go anywhere else.

      Read Full Review
    Read All Reviews
    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

    Average Project Cost Breakdown

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

    What Clients Have Said

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

    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.

    Read more
    View Profile
  • Pozative Logotype

    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.

    Read more
    View Profile
  • Alta Vista Technology Logotype

    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.

    Read more

    Sugar Land, TX

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

    +1.855.913.3228

    See All Locations (4)
    View Profile

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1 Tevpro
2 Advertas
3 INSIDEA
4 Utegration
5 Revvnue

List of the Top 5 Houston CRM Companies

  1. Tevpro Logotype

    Tevpro

    $5,000+
    $100 - $149 / hr
    10 - 49
    Houston, TX

    Ability to deliver

    33.4/40.0
    17/20 Reviews
    10/10 Clients & Experience
    6.4/10 Market Presence

    Service focus

    10% CRM Consulting and SI
    90% Other
    View Profile Visit Website
  2. Advertas Logotype

    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
    View Profile Visit Website
  3. INSIDEA Logotype

    INSIDEA

    $1,000+
    $50 - $99 / hr
    50 - 249
    Dover, DE

    Ability to deliver

    32.2/40.0
    20/20 Reviews
    5.7/10 Clients & Experience
    6.5/10 Market Presence

    Service focus

    10% CRM Consulting and SI
    90% Other
    View Profile Visit Website
  4. Utegration Logotype

    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
    View Profile Visit Website
  5. Revvnue Logotype

    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
    View Profile Visit Website
  6. The Fury Group Logotype

    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
    View Profile Visit Website
  7. AMZ Core Logotype

    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
    View Profile Visit Website
  8. MRE Consulting Logotype

    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
    View Profile Visit Website
  9. Aeonnova Consulting Group, Inc Logotype

    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
    View Profile Visit Website
  10. Sixlogs Technologies Logotype

    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
    View Profile Visit Website
  11. CSS Commerce Logotype

    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
    View Profile Visit Website
  12. Avinta Services, Inc Logotype

    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
    View Profile Visit Website
  13. Cloufi Logotype

    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
  14. Bridgital Logotype

    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
    View Profile Visit Website
  15. Bayard Bradford Logotype

    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
    View Profile Visit Website
  16. Smartbridge Logotype

    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
  17. Ridgeline Agency Logotype

    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
  18. ERP Peers Logotype

    ERP Peers

    $1,000+
    $50 - $99 / hr
    10 - 49
    Bengaluru, India

    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
  19. Endiem Logotype

    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
  20. DMC, Inc. Logotype

    DMC, Inc.

    $10,000+
    $150 - $199 / hr
    50 - 249
    Chicago, IL

    Ability to deliver

    5.8/40.0
    0/20 Reviews
    0/10 Clients & Experience
    5.8/10 Market Presence

    Service focus

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

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