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Top CRM Consultants in New Orleans

Ratings Updated: January 18, 2026
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0 Leaders 7 Contenders

7 Companies

Country: United States
State: Louisiana
City: New Orleans
Services: CRM Consulting and SI

List of the Top New Orleans CRM Companies

  • Featured

    What are Featured Providers?

    Set2Close Logotype

    Set2Close

    4.9 79 reviews
    Premier Verified
    $5,000+
    $200 - $300 / hr
    10 - 49
    Serves New Orleans, LA

    Services provided

    80% CRM Consulting and SI
    20% Business Consulting

    Set2Close is a CRM consultancy specializing in CRM implementation, integration, and services, particularly using HubSpot. With 100% positive feedback, clients consistently praise their expertise, responsiveness, and ability to tailor solutions to specific business needs. Reviewers frequently commend the company's project management and personal engagement, with over 60% highlighting excellent communication and timely deliverables.

    See all 79 projects
    18 of 18 reviews are 5 stars
    17 new reviews for CRM Consulting and SI services
    Less than $10,000 avg. project cost

    Reviewed 18 times in the past 6 months

    In the last six months, clients have consistently praised Set2Close for their exceptional HubSpot onboarding and CRM training services. Feedback highlights their timely project management and strong communication skills, with clients noting impressive outcomes such as improved sales processes and increased lead generation efficiency. One client emphasized the 'exceptional experience from start to finish,' while another appreciated the team's deep knowledge and hands-on support. Overall, the sentiment is overwhelmingly positive, with no significant areas for improvement identified.
    Read 18 Recent Reviews
    58 of 63 CRM Consulting and SI reviews are 5 stars
    17 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 63 Reviews

    View projects from:

    United States (58) Canada (14) Bulgaria (1)
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    CloudMasonry Logotype

    CloudMasonry

    5.0 15 reviews
    Premier Verified
    $5,000+
    $200 - $300 / hr
    50 - 249
    Serves New Orleans, LA

    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 Great project management

    Clients consistently praised CloudMasonry's exceptional project management, noting their ability to deliver on time and respond effectively to needs. One client highlighted their flexibility and proactive communication, stating, 'They not only responded to our needs, they helped us understand our needs!' Another review emphasized their professionalism, with feedback indicating that CloudMasonry exceeded expectations, ensuring smooth implementation and maintaining clear communication throughout the project.
    • Email Marketing for Educational Institution
      5.0 Dec 28, 2023

      Exceptional project management and communication. They were responsive and knowledgeable about use of Salesforce/Pardot technology to suit our needs.

      Read Full Review
    • Salesforce Consulting for Cannabis Marketplace Platform
      5.0 Feb 26, 2020

      They’re fantastic. I can’t say enough nice things about them. From a professional and creative perspective, Hunter stands out. He has over seven years of experience with Salesforce, and as someone with none, he was an amazing resource to me. This is the first time I’ve been through this type of build-out, but I would say that their team is full of effective communicators. It’s a massive undertaking to build out a Salesforce system for businesses. Their team was also great at listening to our feedback and implementing it incredibly quickly. The team at CloudMasonry is full of active workers. Each week, we met to test and discuss the feedback, and then within the next week, they made the changes.

      Read Full Review
    • Communications Strategy for University
      5.0 Nov 21, 2024

      The CloudMasonry team was fantastic to work with! They not only responded to our needs, they helped us understand our needs! They worked with us to develop this project from a vague concept to a detailed plan & implementation. They kept us on schedule and work flexible when we encountered delays.

      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

    In the past six months, CloudMasonry has received positive feedback for their expertise and effective project management. A recent client from Eliquent praised Ishan for his extensive knowledge and ability to guide the project, resulting in a streamlined lead conversion process. The client noted satisfaction with the outcomes, including improved data reporting. Overall, sentiment remains highly favorable, with no suggestions for improvement indicated.
    Read 1 Recent Review

    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.

    Read All Reviews

    Select Industry to see insights

    Publishing Education Insurance Financial services Nonprofit IT Services Utilities Arts, entertainment & music Consumer Products Pharmaceuticals

    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.
    Read All Reviews
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    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 New Orleans, LA

    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
    1 of 1 reviews is 5 stars
    Less than $10,000 avg. project cost

    Reviewed 1 time in the past 6 months

    Recent reviews for Cynoteck Technology Solutions Pvt. Ltd. reflect a highly positive sentiment, with clients praising their exceptional project management and commitment to client satisfaction. Notably, one client highlighted the impressive transformation of their website, noting its stunning design and flawless performance. Communication was consistently described as proactive and effective. Clients emphasized that Cynoteck's dedication creates a partnership atmosphere rather than a typical vendor-client relationship, with no significant areas for improvement identified.
    Read 1 Recent Review
    1 of 1 CRM Consulting and SI reviews are 5 stars
    1 new review for CRM Consulting and SI in past 6 months
    $200,000 – $999,999 avg. project cost

    CRM Consulting and SI PROJECT HIGHLIGHT

    CRM Development for Coworking Space Company

    5.0 — Cynoteck Technology Solutions Pvt. Ltd. has been hired to develop a CRM system for a coworking space company. The team handles the entire development process. Read more
    Read 1 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

    More responsive than most other service providers

    Cynoteck Technology Solutions Pvt. Ltd. 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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  • Coe & Company Logotype

    Not yet reviewed

    Undisclosed
    $150 - $199 / hr
    10 - 49
    Jefferson, LA

    Services provided

    40% CRM Consulting and SI
    40% ERP Consulting and SI
    20% Other IT Consulting and SI

    Coe & Company is a CRM consulting and SI company established in 1985. The team offers CRM consulting and SI and ERP consulting and SI.

    Read more
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  • Figma Studios Logotype

    5.0 2 reviews
    $5,000+
    < $25 / hr
    10 - 49
    Slidell, LA

    Services provided

    20% CRM Consulting and SI
    20% Mobile App Development
    10% AR/VR Development +5 services
    10% Custom Software Development
    10% E-Commerce Development
    10% Low/No Code Development
    10% Wearable App Development
    10% Web Development

    Figma Studios is a web development company specializing in e-commerce solutions, offering services like website creation, payment gateway integration, and mobile app development. Reviews indicate a 100% satisfaction rate, with clients praising their timely delivery, proactive problem-solving, and exceptional support, highlighting the company's ability to handle complex projects effectively.

    See all 2 projects

    Industry Experience

    Figma Studios has garnered positive feedback in the Gaming and Consumer Products & Services industries, showcasing expertise in developing ecommerce solutions. Clients commend their unique problem-solving approach, timely delivery, and effective communication. In Gaming, they successfully integrated payment gateways and automated product delivery, while in Consumer Products, they excelled in creating user-friendly Shopify stores. Overall sentiment across both industries reflects strong client satisfaction and confidence in Figma Studios' capabilities.

    Read All Reviews

    Select Industry to see insights

    Gaming Consumer products & services

    Average Project Cost Breakdown

    What Clients Have Said

    Clients consistently commend Figma Studios for their competitive pricing and exceptional value for money. One client noted that Figma's pricing fit their budget while delivering high-quality results, stating, 'Good value for cost.' Another emphasized that Figma fulfilled out-of-contract requests without additional charges, reinforcing the sentiment of value. Overall, feedback highlights a strong alignment between cost and quality, with clients expressing satisfaction regarding the financial investment relative to the project's outcomes.
    Read All Reviews
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  • Digital Krewe Logotype

    Not yet reviewed

    $1,000+
    Undisclosed
    2 - 9
    Luling, LA

    Services provided

    10% CRM Consulting and SI
    30% Search Engine Optimization
    10% Content Marketing +5 services
    10% Conversion Optimization
    10% Digital Strategy
    10% Pay Per Click
    10% Social Media Marketing
    10% Web Design

    Digital Krewe is a SEO services firm. Their team is headquartered in Luling, Louisiana and specializes in Search Engine Optimization and Digital Strategy.

    Read more
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  • CDIT LLC Logotype

    Not yet reviewed

    Undisclosed
    Undisclosed
    10 - 49
    Slidell, LA

    Services provided

    10% CRM Consulting and SI
    20% Business Consulting
    20% Corporate Training & Coaching +5 services
    10% Application Management & Support
    10% Custom Software Development
    10% IT Strategy Consulting
    10% Mobile App Development
    10% UX/UI Design

    In Slidell, Louisiana, CDIT LLC is an IT strategy consulting company. Their services include IT strategy consulting and Business Consulting.

    Read more
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  • Local MarketPlace Logotype

    Not yet reviewed

    Undisclosed
    Undisclosed
    2 - 9
    Folsom, LA

    Services provided

    20% CRM Consulting and SI
    20% Search Engine Optimization
    20% Video Marketing +3 services
    20% Web Design
    10% Email Marketing
    10% Pay Per Click

    Local MarketPlace is a SEO agency founded in 2008. The team specializes in Search Engine Optimization and Web Design.

    Read more
    View Profile
  • Leopard Digital Logotype

    Not yet reviewed

    Undisclosed
    Undisclosed
    10 - 49
    Baton Rouge, LA

    Services provided

    10% CRM Consulting and SI
    20% Digital Strategy
    20% Mobile App Development +4 services
    20% Web Design
    10% ERP Consulting and SI
    10% Search Engine Optimization
    10% Social Media Marketing

    Leopard Digital is a Digital Strategy company. They are located in Baton Rouge, Louisiana. Their team focuses on Digital Strategy and Mobile App Development.

    Read more
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  • Tech Advocate Group Logotype

    Not yet reviewed

    Undisclosed
    Undisclosed
    2 - 9
    Baton Rouge, LA

    Services provided

    25% CRM Consulting and SI
    25% Business Consulting
    25% Marketing Strategy +1 service
    25% Web Design

    CRM consulting and SI company Tech Advocate Group is in Baton Rouge, Louisiana. Launched in 2012, the team provides CRM consulting and SI and Business Consulting.

    Read more
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List of the Top New Orleans CRM Companies

  1. Coe & Company Logotype

    Coe & Company

    Undisclosed
    $150 - $199 / hr
    10 - 49
    Jefferson, LA

    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
  2. Figma Studios Logotype

    Figma Studios

    $5,000+
    < $25 / hr
    10 - 49
    Slidell, LA

    Ability to deliver

    26.8/40.0
    16.2/20 Reviews
    5.2/10 Clients & Experience
    5.4/10 Market Presence

    Service focus

    20% CRM Consulting and SI
    80% Other
    View Profile Visit Website
  3. Digital Krewe Logotype

    Digital Krewe

    $1,000+
    Undisclosed
    2 - 9
    Luling, LA

    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
    View Profile Visit Website
  4. CDIT LLC Logotype

    CDIT LLC

    Undisclosed
    Undisclosed
    10 - 49
    Slidell, LA

    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
    View Profile Visit Website
  5. Local MarketPlace Logotype

    Local MarketPlace

    Undisclosed
    Undisclosed
    2 - 9
    Folsom, LA

    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
  6. Leopard Digital Logotype

    Leopard Digital

    Undisclosed
    Undisclosed
    10 - 49
    Baton Rouge, LA

    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
    View Profile Visit Website
  7. Tech Advocate Group Logotype

    Tech Advocate Group

    Undisclosed
    Undisclosed
    2 - 9
    Baton Rouge, LA

    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
    View Profile Visit Website

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