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Top CRM Consultants in New Orleans

Ratings Updated: April 26, 2025

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7 Companies

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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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Set 2 Close

4.9 43 reviews
Premier Verified

$5,000+

$200 - $300 / hr

10 - 49

Serves New Orleans, LA

Services provided

80% CRM Consulting and SI

20% Business Consulting

Set 2 Close is a CRM consulting and systems integration company specializing in HubSpot onboarding, training, and CRM integration. Overall, 100% of reviewers highlight their effective training and project management, with many noting their personalized approach and responsiveness. Approximately 70% of clients cite exceptional value and alignment with company needs as reasons for choosing Set 2 Close.

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28 of 30 reviews are 5 stars

30 new reviews for CRM Consulting and SI services

Less than $10,000 avg. project cost

Reviewed 30 times in the past 6 months

In the past six months, Set 2 Close has received overwhelmingly positive feedback from clients, highlighting their exceptional project management and responsive communication. Clients praised their tailored HubSpot training, with one noting a 30% reduction in manual tasks due to automation. Another emphasized the effectiveness of their onboarding process, which resulted in successful CRM implementation and improved sales pipelines. Overall, clients appreciated the company's friendly approach and dedication to understanding specific business needs, with many stating there are no significant areas for improvement.

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More responsive than most other service providers

Set 2 Close 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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Bulgaria (1)

Canada (10)

United States (28)

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small $0 B2B businesses using HubSpot CRM. medium $0 B2B businesses using HubSpot Sales Hub. large $0 B2B businesses using HubSpot Sales & Marketing Hub

Free HubSpot CRM Audit

Set2Close offers a Free HubSpot CRM Audit designed to help businesses uncover inefficiencies and unlock growth potential within their HubSpot CRM systems. As HubSpot's fastest-growing Platinum Partner, we evaluate your CRM setup to enhance visibility, streamline processes, and ensure maximum utilization of the platform's capabilities for revenue.

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CloudMasonry

5.0 14 reviews
Premier Verified

$10,000+

$150 - $199 / hr

50 - 249

Serves New Orleans, LA

Services provided

90% CRM Consulting and SI

10% Low/No Code Development

CloudMasonry is a CRM Consulting firm specializing in CRM Implementation and Systems Integration. Across their reviews, 100% of clients commend their proactive project management and technical expertise. Clients consistently highlight their exceptional responsiveness and ability to deliver high-quality results within agreed timelines, with no notable areas for improvement mentioned.

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5 of 5 CRM Consulting and SI reviews are 5 stars

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

$50,000 – $199,999 avg. project cost

CRM Consulting and SI PROJECT HIGHLIGHT

Salesforce Support for Publishing Company

5.0 — CloudMasonry provides Salesforce support to a publishing firm. The team has set up a new Salesforce Service Cloud instance and transferred all customer service emails from the legacy platform into Read more

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2 of 2 reviews are 5 stars

2 new reviews for CRM Consulting and SI services

$10,000 – $49,000 avg. project cost

Reviewed 2 times in the past 6 months

In the last six months, CloudMasonry has received highly positive feedback from clients, highlighting their proactive approach and effective project management. A Head of Operations praised their foresight and timely delivery, noting a seamless Salesforce implementation. Meanwhile, a Graduate Recruitment Manager commended their ability to transform vague concepts into actionable strategies, significantly increasing student applications. Overall, clients consistently express satisfaction with CloudMasonry's expertise, responsiveness, and alignment with company values, with no notable areas for improvement identified.

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More responsive than most other service providers

CloudMasonry 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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France (1)

United States (12)

England (1)

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Cynoteck Technology Solutions Pvt. Ltd.

4.9 28 reviews
Premier Verified

$5,000+

$25 - $49 / hr

50 - 249

Serves New Orleans, LA

Services provided

50% CRM Consulting and SI

10% AI Development

10% ERP Consulting and SI +3 services

10% Low/No Code Development

10% Mobile App Development

10% Web Development

Cynoteck Technology Solutions Pvt. Ltd. is a technology services company specializing in developing solutions such as Power BI reports, event management platforms, and website and app development. Overall, 90% of reviewers express satisfaction, praising their technical expertise, timely delivery, and customer-centric approach. Many clients also highlight their professionalism and responsiveness, with 70% noting their ability to exceed expectations.

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Reviews mention Reliable

Cynoteck Technology Solutions Pvt. Ltd. is consistently recognized for its reliability and responsiveness. A long-term client emphasized their trustworthiness, noting, "I have no reason to look elsewhere; they deliver what I need." The client appreciates their integrity and upfront communication regarding skillsets, stating that Cynoteck is well-managed with no communication barriers. Overall, the sentiment is overwhelmingly positive, highlighting a solid working relationship and consistent delivery of quality work.

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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Australia (2)

India (6)

Singapore (1)

United States (12)

England (1)

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small $3,000 Basic Package ideal for first-time CRM users. medium $8,000 Standard Package ideal for existing CRM users large $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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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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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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Ability to deliver

Focus

Proven

Market Leaders

Emerging

Niche

Clutch Leaders Matrix

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A Clutch Leaders Matrix provides a broad view of the top-performing companies in a particular service or location. Each company featured in a Leaders Matrix is evaluated based on Focus and Ability to Deliver. The size of each circle indicates that company’s size. Learn More

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

27.2/40.0

16.6/20 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

View Profile Visit Website
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
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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Top CRM Consultants in New Orleans

List of the Top New Orleans CRM Companies

Reviewed 30 times in the past 6 months

Set 2 Close is very responsive

Free HubSpot CRM Audit

Salesforce Support for Publishing Company

Reviewed 2 times in the past 6 months

CloudMasonry is very responsive

Reviews mention Reliable

Dev Augmentation for Microsoft Power Platform Solutions Co

Cynoteck Technology Solutions Pvt. Ltd. is very responsive

CRM Implementation Packages

Average Project Cost Breakdown

What Clients Have Said

Get closer to kicking off your next project today

List of the Top New Orleans CRM Companies

Latest CRM Articles

How Tech Firms & Investors Scale in Mexico – A Roadmap for Success

Cybersecurity on a Budget: Kenneth Ellington’s Tips for Small Business Protection

Reskilling in the Age of AI: How To Support Your IT Team as Tech Evolves

Similar Categories

Related Services

Specialties

Popular Locations