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Top CRM Consultants in Idaho

Ratings Updated: April 27, 2026

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0 Leaders 12 Contenders

12 Companies

Country: United States

State: Idaho

Services: CRM Consulting and SI

List of the Top Idaho CRM Companies

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What are Featured Providers?
Set2Close

5.0 94 reviews
Premier Verified

$5,000+

$200 - $300 / hr

10 - 49

Serves Idaho

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.

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Reviews mention Great team
The feedback regarding Set 2 Close highlights their exceptional team, characterized by effective communication and a seamless integration into the client's business. Clients praised the team for their understanding of goals and for fostering a collaborative environment, noting, 'The people we worked with from this team are just all-around great people.' Overall, the sentiment is overwhelmingly positive, with no suggestions for improvement indicated.

CRM Consulting & SI for Healthcare Platform

5.0 Dec 20, 2024

The team was very timely and on top of scheduling and process. They responded to all our needs. The team was impressive and unique in their approach.
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HubSpot CRM Consulting for Insect Agriculture Co

5.0 Feb 20, 2025

We have a very unique business structure and Set 2 Close listened thoroughly and answered the questions in a thoughtful way. They helped us problem solve and always followed up with our questions on time.
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Web Migration & CRM Consulting for Landscape Supply Dealer

5.0 Mar 13, 2025

Their attentiveness and care for our concerns. When I approached them I was in a bit of a time crunch, which caused some panic. However, they were excellent in working with me at the pace I needed to get everything accomplished. Was assigned a great team who helped me throughout!
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25 of 25 reviews are 5 stars

25 new reviews for CRM Consulting and SI services

Less than $10,000 avg. project cost

Reviewed 25 times in the past 6 months
Recent client feedback for Set2Close reflects a consistent positive sentiment, highlighting their exceptional support during HubSpot onboarding and CRM implementation. Clients, such as the Operations Manager at Horizon Storage Group, praised their adaptability and deep knowledge, stating, "Set2Close helped us navigate what we 'didn't know.'" The responsiveness and hands-on approach of their team, particularly Jeremy, were frequently commended, with clients noting a seamless experience and significant improvements in operational efficiency.
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Industry Experience

Set2Close has demonstrated expertise across various industries, including non-profit, retail, real estate, and information technology, with an overall positive sentiment in feedback. In non-profit, they excelled in HubSpot onboarding, enabling effective donor management. Retail clients praised their personalized training, enhancing sales processes. Real estate companies benefited from tailored CRM setups. The IT sector valued Set2Close for their strategic approach to workflow optimization. Overall, they are highly recommended for companies in non-profit, retail, and IT sectors, seeking effective CRM implementation and sales support.
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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 Advertising & marketing Real estate Other industries

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United States (67) Canada (19) Bulgaria (1)

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Peeklogic, LLC

5.0 92 reviews
Premier Verified

$1,000+

$25 - $49 / hr

50 - 249

Serves Idaho

Services provided

85% CRM Consulting and SI

14% Low/No Code Development

1% Custom Software Development

Peeklogic, LLC is a CRM Consultancy specializing in CRM Implementation, CRM Integration, and Salesforce development services. They consistently receive positive feedback, with clients praising their strong project management, clear communication, and deep expertise—mentioned by over 80% of reviewers. Their ability to deliver tailored solutions and align with client needs has led to significant efficiency improvements across various industries.

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39 of 43 CRM Consulting and SI reviews are 5 stars

11 new reviews for CRM Consulting and SI in past 6 months

Less than $10,000 avg. project cost

CRM Consulting and SI PROJECT HIGHLIGHT

Custom CRM System Design for Monitoring Company
5.0 — Peeklogic, LLC has designed a custom CRM system for a monitoring company. Read more
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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.
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View projects from:

United States (55) Canada (8) Switzerland (5) Germany (2) Israel (1) India (1) Australia (1) South Korea (1) Mexico (1) Norway (1) Guatemala (1) United Arab Emirates (1) France (1) England (1)

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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 Idaho

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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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
In recent reviews, clients have expressed high satisfaction with CloudMasonry's expertise and project management. A Director of Sales Operations highlighted Ishan's extensive knowledge and effective consultation, which led to improved data reporting and streamlined processes. Overall, the sentiment is positive, with clients appreciating the timely delivery and alignment with budgetary constraints. No significant areas for improvement were noted, indicating a strong performance by CloudMasonry in meeting client needs.
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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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Average Project Cost Breakdown

$10,000 to $49,000 (5) Less than $10,000 (2) $200,000 to $999,999 (2) $50,000 to $199,999 (1) $1,000,000 to $9,999,999 (1)

What 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.
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In Time Tec

Not yet reviewed

$5,000+

$25 - $49 / hr

1,000 - 9,999

Meridian, ID

Services provided

20% CRM Consulting and SI

10% AI Consulting

10% AI Development +6 services

10% Custom Software Development

10% Cybersecurity

10% Generative AI

10% Low/No Code Development

10% Mobile App Development

10% Web Design

In Time Tec is a CRM consulting and SI company headquartered in Meridian, Idaho. The team specializes in CRM consulting and SI and Cybersecurity.
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Zennify

Not yet reviewed

$50,000+

$150 - $199 / hr

50 - 249

Meridian, ID

Services provided

60% CRM Consulting and SI

10% Business Consulting

10% IT Managed Services +2 services

10% Marketing Strategy

10% Web Development

Launched in 2013, Zennify is a CRM consulting and SI company. The team offers CRM consulting and SI and Marketing Strategy.
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Meridian, ID

2775 W Navigator Dr. Suite 100
Meridian, ID 83642
101 - 150

855-9366439

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ProAgentWebsites.com

Not yet reviewed

Undisclosed

Undisclosed

2 - 9

Idaho Falls, ID

Services provided

50% CRM Consulting and SI

25% Mobile & App Marketing

25% Search Engine Optimization

Founded in 2006, ProAgentWebsites.com is a small CRM consulting and SI company in Idaho Falls, Idaho. Their team offers CRM consulting and SI and Mobile & App Marketing.
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Fast Foundry, LLC

Not yet reviewed

Undisclosed

$100 - $149 / hr

2 - 9

Meridian, ID

Services provided

10% CRM Consulting and SI

25% Custom Software Development

25% Mobile App Development +3 services

15% Enterprise App Modernization

15% Web Development

10% Web Design

Fast Foundry, LLC, a software development firm, is located in Meridian, Idaho. The team offers Custom Software Development and Mobile App Development.
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FunnelWon.com LLC

Not yet reviewed

$1,000+

Undisclosed

2 - 9

Garden City, ID

Services provided

10% CRM Consulting and SI

10% AI Consulting

10% Advertising +7 services

10% Fractional CMO Services

10% Graphic Design

10% Marketing Strategy

10% Media Planning & Buying

10% Product Marketing

10% UX/UI Design

10% Web Design

Small Advertising company FunnelWon.com LLC, is located in Garden City, Idaho. The team specializes in Advertising and Marketing Strategy.
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CRI Advantage, Inc.

Not yet reviewed

Undisclosed

Undisclosed

50 - 249

Boise, ID

Services provided

20% CRM Consulting and SI

30% Cybersecurity

20% Cloud Consulting & SI +2 services

15% IT Managed Services

15% IT Staff Augmentation

CRI Advantage, Inc. Is a Cybersecurity company. Their midsize team is in Boise, Idaho and Idaho Falls, Idaho. Their services include Cybersecurity and cloud consulting & SI.
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Innovate! Inc.

Not yet reviewed

Undisclosed

Undisclosed

50 - 249

Sandpoint, ID

Services provided

20% CRM Consulting and SI

20% Business Consulting

20% Cloud Consulting & SI +2 services

20% IT Strategy Consulting

20% Web Development

Innovate! Inc., an IT strategy consulting company, was established in 2002. The team offers IT strategy consulting and cloud consulting & SI and is based in Sandpoint, Idaho.
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MapMatix

Not yet reviewed

$10,000+

$150 - $199 / hr

2 - 9

Idaho Falls, ID

Services provided

15% CRM Consulting and SI

35% Custom Software Development

25% AI Development +2 services

15% AI Consulting

10% Application Management & Support

Based in Idaho Falls, Idaho, MapMatix is a small software development firm. Their services include Custom Software Development and Artificial Intelligence.
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Eide Bailly

5.0 3 reviews

$5,000+

$150 - $199 / hr

1,000 - 9,999

Boise, ID

Services provided

44% CRM Consulting and SI

40% ERP Consulting and SI

10% Business Consulting +1 service

6% IT Managed Services

Eide Bailly is a professional accounting and financial advisory firm that provides comprehensive services, including bookkeeping, tax preparation, and financial consultation. Reviewers consistently praise the firm's proactive approach, expertise in regulatory matters, and effective communication, with 100% of the feedback being positive. Clients appreciate their proactive educational support, especially during complex situations like COVID-19 grants.

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Industry Experience

Eide Bailly has demonstrated expertise across various industries, including Healthcare, Manufacturing, and Automotive. In Healthcare, their proactive approach to financial management and regulatory compliance received strong positive feedback. Manufacturing clients valued their ability to streamline processes and reduce errors significantly. Automotive customers appreciated their responsiveness and tailored support for custom software needs. Overall, Eide Bailly is well-regarded for its expertise, proactive communication, and impactful solutions tailored to each industry's specific challenges.
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Healthcare Manufacturing Automotive

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Average Project Cost Breakdown

$10,000 to $49,000 (1) $50,000 to $199,999 (1)

What Clients Have Said
Client feedback regarding Eide Bailly highlights a strong sentiment of value for money, with costs ranging from $50,000 to $70,000 for comprehensive accounting services. One client praised their proactive approach and expertise, particularly in navigating COVID-19 grants, indicating that the investment was worthwhile. Another noted a $35,000 investment for significant improvements in workflow and error reduction, emphasizing the return on investment. Overall, clients consider Eide Bailly's services to be well-priced relative to the quality and support provided.
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Newport Beach, California (1) Boulder, Colorado (1) Johnstown, Colorado (1)

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Boise, ID

877 W. Main St., Ste. 800
Boise, ID 83702
50 - 75

8444768957

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Santa Clarita Consultants

Not yet reviewed

Undisclosed

Undisclosed

2 - 9

Boise, ID

Services provided

25% CRM Consulting and SI

50% Business Consulting

25% ERP Consulting and SI

Santa Clarita Consultants, a Business Consulting company, was founded in 1987. The company offers Business Consulting and CRM consulting and SI.
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CTS - Computer Talk Services Inc.

Not yet reviewed

Undisclosed

Undisclosed

2 - 9

Hailey, ID

Services provided

20% CRM Consulting and SI

40% IT Strategy Consulting

20% Cloud Consulting & SI +2 services

10% Cybersecurity

10% IT Managed Services

CTS - Computer Talk Services Inc. Is an IT strategy consulting company located in Hailey, Idaho. The team offers IT strategy consulting and cloud consulting & SI.
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EKM Global

Not yet reviewed

Undisclosed

Undisclosed

50 - 249

Caldwell, ID

Services provided

10% CRM Consulting and SI

40% IoT Development

20% API Development +2 services

20% IT Strategy Consulting

10% ERP Consulting and SI

EKM Global is an IoT development company based in Caldwell, Idaho. The team offers IoT development and IT strategy consulting.
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List of the Top Idaho CRM Companies

In Time Tec

$5,000+

$25 - $49 / hr

1,000 - 9,999

Meridian, ID

Ability to deliver

10.8/40.0

0/20 Reviews

3.7/10 Clients & Experience

7.1/10 Market Presence

Service focus

20% CRM Consulting and SI

80% Other

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Zennify

$50,000+

$150 - $199 / hr

50 - 249

Meridian, ID

Ability to deliver

5.5/40.0

0/20 Reviews

0/10 Clients & Experience

5.5/10 Market Presence

Service focus

60% CRM Consulting and SI

40% Other

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ProAgentWebsites.com

Undisclosed

Undisclosed

2 - 9

Idaho Falls, ID

Ability to deliver

0/40.0

0/20 Reviews

0/10 Clients & Experience

0/10 Market Presence

Service focus

50% CRM Consulting and SI

50% Other

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Fast Foundry, LLC

Undisclosed

$100 - $149 / hr

2 - 9

Meridian, ID

Ability to deliver

4.9/40.0

0/20 Reviews

0/10 Clients & Experience

4.9/10 Market Presence

Service focus

10% CRM Consulting and SI

90% Other

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FunnelWon.com LLC

$1,000+

Undisclosed

2 - 9

Garden City, ID

Ability to deliver

4/40.0

0/20 Reviews

0/10 Clients & Experience

4/10 Market Presence

Service focus

10% CRM Consulting and SI

90% Other

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CRI Advantage, Inc.

Undisclosed

Undisclosed

50 - 249

Boise, ID

Ability to deliver

0/40.0

0/20 Reviews

0/10 Clients & Experience

0/10 Market Presence

Service focus

20% CRM Consulting and SI

80% Other

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Innovate! Inc.

Undisclosed

Undisclosed

50 - 249

Sandpoint, ID

Ability to deliver

0/40.0

0/20 Reviews

0/10 Clients & Experience

0/10 Market Presence

Service focus

20% CRM Consulting and SI

80% Other

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MapMatix

$10,000+

$150 - $199 / hr

2 - 9

Idaho Falls, ID

Ability to deliver

4.6/40.0

0/20 Reviews

0/10 Clients & Experience

4.6/10 Market Presence

Service focus

15% CRM Consulting and SI

85% Other

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Eide Bailly

$5,000+

$150 - $199 / hr

1,000 - 9,999

Boise, ID

Ability to deliver

24.8/40.0

16.2/20 Reviews

1.7/10 Clients & Experience

6.9/10 Market Presence

Service focus

44% CRM Consulting and SI

56% Other

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Santa Clarita Consultants

Undisclosed

Undisclosed

2 - 9

Boise, ID

Ability to deliver

0/40.0

0/20 Reviews

0/10 Clients & Experience

0/10 Market Presence

Service focus

25% CRM Consulting and SI

75% Other

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CTS - Computer Talk Services Inc.

Undisclosed

Undisclosed

2 - 9

Hailey, ID

Ability to deliver

0/40.0

0/20 Reviews

0/10 Clients & Experience

0/10 Market Presence

Service focus

20% CRM Consulting and SI

80% Other

View Profile Visit Website
EKM Global

Undisclosed

Undisclosed

50 - 249

Caldwell, ID

Ability to deliver

0/40.0

0/20 Reviews

0/10 Clients & Experience

0/10 Market Presence

Service focus

10% CRM Consulting and SI

90% Other

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Top CRM Consultants in Idaho

List of the Top Idaho CRM Companies

Reviews mention Great team

CRM Consulting & SI for Healthcare Platform

HubSpot CRM Consulting for Insect Agriculture Co

Web Migration & CRM Consulting for Landscape Supply Dealer

Reviewed 25 times in the past 6 months

Industry Experience

Select Industry to see insights

Custom CRM System Design for Monitoring Company

Peeklogic, LLC is very responsive

Dedicated Salesforce Team (Admin/Developer)

Reviewed 1 time in the past 6 months

CRM Consulting & SI for Pharmaceutical Consulting Firm

Industry Experience

Select Industry to see insights

Average Project Cost Breakdown

What Clients Have Said

Industry Experience

Select Industry to see insights

Average Project Cost Breakdown

What Clients Have Said

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