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Top CRM Consultants in New Orleans

Ratings Updated: March 27, 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 90 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 and systems integration, particularly with HubSpot. They consistently receive high praise for their expertise, value for cost, and effective project management, with 100% of reviews highlighting their responsive support and tailored solutions. Clients frequently commend their onboarding and training processes, ensuring seamless adoption and maximizing CRM utility.

    See all 90 projects

    Reviews mention Patient

    Overall sentiment regarding Set 2 Close reflects a strong appreciation for their patience and support. Clients highlighted instances of exceptional patience, with Jeremy notably described as 'incredibly patient and generous with their time,' ensuring clients never felt rushed. Additionally, feedback emphasized the company's accessibility and willingness to address questions at the clients' pace, fostering a collaborative environment. These attributes contributed to a positive perception of Set 2 Close as a valuable partner in project execution.
    • CRM Consulting & SI for Education Company
      5.0 Dec 10, 2024

      Their consultants helped us with various questions at our pace. They have provided us with a wealth of resources and the next steps for where we can continue growing our CRM best practices. We have a roadmap for continued work, and they are being patient as we continue to implement the fundamentals of Hubspot.

      Read Full Review
    • HubSpot Consulting for Commuter Airline
      5.0 Sep 4, 2025

      Accessibility and patience with our questions.

      Read Full Review
    • HubSpot CRM Consulting & SI for BBQ Restaurant
      5.0 Nov 13, 2025

      The support provided was exceptional and surpassed previous experiences. Jeremy was incredibly patient and generous with their time, never making me feel rushed or limited.

      Read Full Review
    Read All Reviews
    68 of 73 CRM Consulting and SI reviews are 5 stars
    23 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 73 Reviews

    Average Project Cost Breakdown

    Less than $10,000 (65) $10,000 to $49,000 (7) $50,000 to $199,999 (2)

    What Clients Have Said

    Client feedback regarding Set2Close consistently highlights their exceptional value for money and cost-effectiveness. Many clients noted that pricing fit their budgets and was deemed a good value relative to the services provided. For instance, one client emphasized that Set2Close's pricing allowed them to save between $2,000 to $5,000 in onboarding costs. Overall, the sentiment surrounding the company's pricing reflects satisfaction and appreciation for the high-quality support received.
    Read All Reviews

    View projects from:

    United States (64) Canada (18) Bulgaria (1)
    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
  • 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

    Review Rating from Clients

    5.0/5.0

    Quality

    5.0

    Schedule

    5.0

    Cost

    5.0

    Willing to Refer

    5.0

    Louisiana-based Figma Studios excels in developing seamless Shopify and e-commerce solutions, including mobile apps and inventory management. Reviewers praise their timely delivery, responsiveness, and value, highlighting successful projects for local clients like LA Floor Coverings with no reported issues.
    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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