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Top CRM Consultants in New Orleans

Ratings Updated: May 28, 2026
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0 Leaders 8 Contenders

8 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

    5.0 97 reviews
    Premier Verified
    $5,000+
    $200 - $300 / hr
    10 - 49
    Serves New Orleans, LA

    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

    Reviews mention Accessible

    Clients consistently praised Set 2 Close for their accessibility and responsiveness throughout various projects. For instance, the VP of Sales and Marketing at Green Pest Management highlighted Jordan's 'accessibility and relatability,' noting that he was always available to answer questions. Similarly, the Sales Manager at Prime Design and Build appreciated the team's availability and support, stating that they 'always made himself available if needed.' Overall, the sentiment regarding accessibility is overwhelmingly positive, with no reported areas for improvement.
    • Sales Recruitment & Digital Marketing for Pest Control Co.
      5.0 Dec 15, 2022

      Set 2 Close structured a concise plan, communicated the progress consistently, and was always accessible to answer any questions. They continue to be a resource in developing our program and refining our tools. Jordan's accessibility and relatability as well as their culture and values were very impressive and showed through in their work.

      Read Full Review
    • Commercialization & Social Media Strategy for Tech Startup
      5.0 Sep 23, 2022

      Exceptionally efficient. They were available on short notice despite their busy schedules which was impressive. We feel well supported through channels such as Whatsapp where Set2Close will answer quick questions with accuracy and speed.

      Read Full Review
    • B2B Lead Gen for Consulting & Technology Services Company
      4.5 Aug 26, 2022

      Frequent, effective communication quickly through messaging and weekly alignment calls. The S2C team always made themselves available and were very responsive.

      Read Full Review
    • HubSpot CRM Integration for Economic Development Nonprofit
      5.0 Dec 4, 2024

      The team at Set 2 Close was always available and more than happy to lend assistance in any way possible. Their accessibility and willingness to help made a significant impact on the project's success.

      Read Full Review
    • CRM Consulting for Design-Build Firm
      5.0 Aug 19, 2025

      Yes, specifically Will, He was fantastic, gave us the tools we needed and set us up for success, he always made himself available if needed. I appreciated that you offered a number of different packages, most of the time companies don't have a wide range and it feels like they are just squeezing money out of you, I felt like it was nice to have the option with minimal help but someone there to guide you through the process.

      Read Full Review
    Read All Reviews
    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.
    Read 21 Recent Reviews
    73 of 78 CRM Consulting and SI reviews are 5 stars
    21 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 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
    Read 78 Reviews

    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.

    Read All Reviews

    Select Industry to see insights

    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
    View Profile Visit Website
    Peeklogic, LLC Logotype

    Peeklogic, LLC

    5.0 101 reviews
    Premier Verified
    $1,000+
    $25 - $49 / hr
    50 - 249
    Serves New Orleans, LA

    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 Customized support

    Client feedback regarding customized support for Peeklogic, LLC is overwhelmingly positive. The Senior Salesforce Administrator of AMN Healthcare Language Services praised their exceptional communication and responsiveness, highlighting their ability to implement specific custom configurations between Salesforce and Jira. The client noted that Peeklogic went above and beyond to meet their unique needs, demonstrating a commitment to customer satisfaction with quick turnaround times and tailored solutions. Overall, the sentiment reflects a high level of satisfaction with the customized support provided.
    • Custom Software Development for Live Experiences Company
      5.0 Dec 1, 2023

      The 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.

      Read Full Review
    Read All Reviews
    20 of 21 reviews are 5 stars
    16 new reviews for CRM Consulting and SI services
    $10,000 – $49,000 avg. project cost

    Reviewed 21 times in the past 6 months

    In the last six months, client feedback for Peeklogic, LLC has been overwhelmingly positive. Clients praised their strong project management, timely deliveries, and responsiveness. For instance, one client noted they saved 10-15 hours per week through streamlined processes, while another highlighted the successful integration of systems that improved operational efficiency. Overall, clients commend their ability to adapt to evolving requirements and maintain effective communication, with many expressing satisfaction with the quality of work and the collaborative approach.
    Read 21 Recent Reviews
    44 of 48 CRM Consulting and SI reviews are 5 stars
    16 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
    Read 48 Reviews

    Industry Experience

    Peeklogic, LLC has demonstrated considerable expertise across various industries, notably in Information Technology, Financial Services, Healthcare, and Consumer Products. Clients praised their proficiency in Salesforce integration, project management, and automation solutions, leading to improved operational efficiencies. Overall sentiment is positive, highlighting their responsiveness, technical skill, and ability to adapt to unique business needs, making them a strong candidate for organizations seeking tailored Salesforce solutions.

    Read All Reviews

    Select Industry to see insights

    Telecommunications IT Services Advertising & marketing Real estate Software Education Chemicals & Biotechnology Transportation Arts, entertainment & music Retail Nonprofit Consumer Products Automotive Business services Manufacturing Information technology Other industries Non-profit Consulting Healthcare Financial services Legal Construction Hospitality & leisure Medical Consumer products & services
    View Profile Visit Website
    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
    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

    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

    View projects from:

    United States (13) France (1) England (1)
    View Profile Visit Website
  • rasa.io Logotype

    Not yet reviewed

    Undisclosed
    Undisclosed
    10 - 49
    New Orleans, LA

    Services provided

    10% CRM Consulting and SI
    80% Email Marketing
    10% Digital Strategy

    Founded in 2015, rasa.io is a small New Orleans, Louisiana-based Email Marketing company. Their services include Email Marketing and Digital Strategy.

    Read more
    View Profile
  • 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
    View Profile

  • Featured

    What are Featured Providers?

    Computan Logotype

    Computan

    4.8 45 reviews
    Verified
    $1,000+
    $25 - $49 / hr
    50 - 249
    Serves New Orleans, LA

    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 Flexible

    The sentiment regarding Computan's flexibility is overwhelmingly positive across client reviews. Clients frequently highlight their adaptability to changing needs and project scopes. For instance, one client noted Computan's 'ability to react on the fly' to project changes, while another emphasized their 'willingness to meet the client's needs.' Many reviews commend their responsiveness and capacity to handle urgent requests, reinforcing their reputation as a flexible partner capable of accommodating diverse project demands.
    • HubSpot CMS Dev for Digital Sales & Marketing Consultancy
      4.5 Sep 30, 2022

      I find that they were adaptable and willing to meet the client's needs.

      Read Full Review
    • WordPress & HubSpot Web Dev Projects for PR & Marketing Firm
      5.0 May 13, 2022

      Timeliness, accountability, and flexibility. Anyone who has been involved in a website project knows that they can be incredibly painful and usually take twice as long as planned. We are able to take the pain out of this process and a lot of that is thanks to our partners at Computan. They have been a true partner to us - often completing work ahead of schedule, always making amends for any mistakes or miscommunications, and willing to jump in if issues arise unexpectantly.

      Read Full Review
    • Web Dev, Maintenance & Digital Marketing for SaaS Company
      5.0 Apr 8, 2022

      The Computan team is also very responsive despite the fact that they’re from a different time zone, and they’re completely adaptable in any situation they’re in. We’re impressed with their ability to work with agility and flexibility to handle any situation in the development process.

      Read Full Review
    • Website Revamp & Redesign for Purchasing & Consulting Firm
      5.0 Apr 6, 2022

      Computan was highly flexible, and they could quickly adapt to our needs. We’d asked them for a standardized approach and a set theme across our channels. We also asked them for templates we could use internally to make our lives easier going forward — they did a fantastic job here while also upgrading our branding.

      Read Full Review
    • Web Development for Financial Marketing Company
      5.0 Jul 6, 2021

      Due to the number of resources on both our team and the Computan team, they provided the flexibility to work within our preferred communication process and tools which includes: MS Teams, Asana, GitHub and Azure boards. They quickly adapted our tools to deliver timely solutions.

      Read Full Review
    Read All Reviews

    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.

    Read All Reviews

    Select Industry to see insights

    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

    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.
    Read All Reviews

    View projects from:

    United States (34) Canada (10) Finland (1)
    View Profile Visit Website
  • 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

    Reviews mention Unique expertise

    Clients consistently highlight Figma Studios' unique expertise in problem-solving and proactive support. One client noted their 'unique approach to tackle problems' and praised their extensive testing capabilities, identifying bugs prior to client testing. This sentiment reflects an overall appreciation for their technical proficiency and commitment to client satisfaction, with one client specifically mentioning the 'amazing support even after deployment.' Overall, the feedback underscores Figma Studios' distinct capabilities in delivering high-quality solutions.
    • E-Commerce Web Development & Design for Gaming Store
      5.0 Dec 2, 2024

      The company has a unique approach to tackle problems, and they engage in extensive testing. They identified bugs before we even started testing and fixed them all in real-time. Their support is amazing even after deployment, and they are always a text away.

      Read Full Review
    Read All Reviews

    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

    Review Rating from Clients

    5.0/5.0

    Quality

    5.0

    Schedule

    5.0

    Cost

    5.0

    Willing to Refer

    5.0

    Based in Louisiana, Figma Studios demonstrates expertise in Shopify e-commerce platforms, mobile app integration, and inventory management. Local clients appreciate their reliable, timely service, strong communication, and ability to handle complex projects without issues, ensuring high client satisfaction.
    Read Local Reviews
    View Profile

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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
    View Profile
  • 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
    View Profile
  • 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
    View Profile
  • 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
    View Profile

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List of the Top New Orleans CRM Companies

  1. rasa.io Logotype

    rasa.io

    Undisclosed
    Undisclosed
    10 - 49
    New Orleans, LA

    Ability to deliver

    7.6/40.0
    0/20 Reviews
    1.8/10 Clients & Experience
    5.8/10 Market Presence

    Service focus

    10% CRM Consulting and SI
    90% Other
    View Profile Visit Website
  2. 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
  3. 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
  4. 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
  5. 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
  6. 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
  7. 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
  8. 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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