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Top CRM Consultants in New Orleans

Ratings Updated: March 3, 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

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Set2Close

5.0 84 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 Customer Relationship Management Integration. The company consistently receives high praise for its tailored solutions, with 100% of reviewers highlighting their expertise and responsiveness. Many clients (over 70%) commend the personalized support and seamless project management that enhances operational efficiency and business growth.

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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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21 of 21 reviews are 5 stars

20 new reviews for CRM Consulting and SI services

Less than $10,000 avg. project cost

Reviewed 21 times in the past 6 months
In the last six months, clients have consistently praised Set2Close for their expertise in HubSpot onboarding and CRM training. Notable feedback highlights their ability to simplify complex processes, provide tailored support, and ensure timely delivery of services. Clients from diverse industries, such as Pyro Shield and Loop ERP, noted improved operational efficiency and effective communication. Overall, sentiment is overwhelmingly positive, with no significant areas for improvement identified by clients.
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Industry Experience

Set2Close has garnered positive feedback across various industries, including Manufacturing, Medical, Financial Services, Advertising & Marketing, and Education. Clients commend their expertise in HubSpot onboarding, sales process optimization, and CRM implementation. The sentiment is overwhelmingly favorable, with notable strengths in personalized service, effective communication, and tailored solutions that enhance operational efficiency. Their impact is particularly evident in manufacturing and financial services, making them a strong candidate for companies in need of CRM and sales process support.
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Manufacturing Restaurants Wellness & Fitness Consulting Insurance Consumer Products Retail Non-profit Information technology Arts, entertainment & music Education Agriculture Real estate Business services Advertising & marketing Financial services Construction Transportation Software IT Services Other Industry Healthcare Human Resources Medical

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More responsive than most other service providers

Set2Close is responsive
They are a great candidate to start a conversation with. Send them a short message or project inquiry.
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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.

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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
Recent reviews of CloudMasonry reflect a highly positive sentiment, highlighting their effective project management and knowledgeable team. A client from Eliquent praised Ishan's expertise in digitizing their lead conversion process, resulting in streamlined operations and improved data reporting. The company's competitive pricing and high ratings were significant factors in their selection. Overall, clients express satisfaction with outcomes, indicating CloudMasonry's capability to deliver tailored solutions effectively.
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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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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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United States (13) France (1) England (1)

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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.

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Reviews mention Reliable
Clients consistently describe Cynoteck Technology Solutions Pvt. Ltd. as a reliable partner. One client emphasized their long-term collaboration, stating, 'the fact that I’m still working with them 10 years later says a lot.' Another noted their trustworthiness and responsiveness, highlighting that they deliver results as expected. Overall, the sentiment reflects a strong confidence in Cynoteck's ability to meet project demands and maintain effective communication, with clients expressing satisfaction in their reliability and integrity.

Dev Augmentation for Microsoft Power Platform Solutions Co

5.0 Apr 16, 2020

The engagement with them has been great. Once I give them a scope of work, they will do what’s required to deliver the results as expected. Cynoteck is responsive and well managed. They’re reliable. There aren’t any communication barriers.
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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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United States (14) India (6) Australia (2) Canada (1) Singapore (1) England (1)

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$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
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Coe & Company

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.
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Figma Studios

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.

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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.
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Gaming Consumer products & services

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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.
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Review Rating from Clients

5.0/5.0

Quality

5.0

Schedule

5.0

Cost

5.0

Willing to Refer

5.0

Figma Studios in Louisiana specializes in e-commerce and mobile app development, delivering bug-free, efficient online stores. Clients commend their punctuality, responsiveness, and cost-effectiveness, with LA Floor Coverings noting smooth project execution and excellent communication throughout.
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Digital Krewe

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.
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CDIT LLC

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.
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Local MarketPlace

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.
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Leopard Digital

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.
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Tech Advocate Group

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.
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Focus (x-axis)

Focus accounts for a company’s specialization within a certain service.

Ability to Deliver (y-axis)

Ability to Deliver considers three criteria:

Client feedback and reviews
Work experience and previous projects
Market presence and reputation in the industry

List of the Top New Orleans CRM Companies

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

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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

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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

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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

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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

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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

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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

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List of the Top New Orleans 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 21 times in the past 6 months

Industry Experience

Select Industry to see insights

Set2Close is responsive

Reviewed 1 time in the past 6 months

CRM Consulting & SI for Pharmaceutical Consulting Firm

Average Project Cost Breakdown

What Clients Have Said

Reviews mention Reliable

Dev Augmentation for Microsoft Power Platform Solutions Co

Cynoteck Technology Solutions Pvt. Ltd. is very responsive

CRM Implementation Packages

Industry Experience

Select Industry to see insights

Average Project Cost Breakdown

What Clients Have Said

Tell us what you need — we’ll match you with top agencies in minutes.

Why Trust Clutch

List of the Top New Orleans CRM Companies

Latest CRM Articles

What Businesses Need To Know About Data Security & AI in 2026

A Data Breach Response Guide for Small Businesses

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Similar Categories

Related Services

Specialties