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Top CRM Consultants in New Orleans

Ratings Updated: July 8, 2026
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0 Leaders 8 Contenders

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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

    5.0 100 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 and Systems Integration firm specializing in HubSpot onboarding, training, and integration. They receive overwhelmingly positive feedback, with clients appreciating their personalized, knowledgeable service and their ability to enhance HubSpot utility. With 100% of reviews highlighting their expertise and exceptional support, Set2Close is highly recommended for CRM Consulting and CRM SI services.

    See all 100 projects
    76 of 81 CRM Consulting and SI reviews are 5 stars
    19 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 81 Reviews

    Industry Experience

    Set2Close has demonstrated expertise across various industries, including advertising & marketing, information technology, education, non-profit, real estate, and manufacturing. Reviews highlight their strengths in CRM onboarding, HubSpot training, and personalized support, with a consistent emphasis on effective communication and adaptability. Clients report significant improvements in operational efficiency, lead management, and sales processes, establishing Set2Close as a valuable partner for businesses seeking to enhance their CRM capabilities and achieve strategic growth.

    Read All Reviews

    Select Industry to see insights

    Media Consulting Restaurants Wellness & Fitness 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

    More responsive than most other service providers

    Set2Close is very responsive

    They are a great candidate to start a conversation with. Send them a short message or project inquiry.
    Get in Touch

    View projects from:

    United States (71) Canada (19) Bulgaria (1)
    View Profile Visit Website
    Peeklogic, LLC Logotype

    Peeklogic, LLC

    5.0 103 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 CRM Systems Integration and Implementation, particularly focused on Salesforce. They consistently receive high praise for their responsiveness, expertise, and effective solutions, with 100% of reviewers noting their strong project management and timely delivery. Additionally, the company is commended for aligning with client needs, seamlessly integrating CRM solutions, and enhancing operational efficiency and process automation.

    See all 103 projects

    Reviews mention Proactive

    Client feedback highlights Peeklogic, LLC's proactive approach as a key strength. Clients consistently noted their responsiveness and adaptability to project needs, with one stating they were "proactive in addressing our needs" and another praising their "commitment to delivering quality outcomes, often going beyond the agreed scope." Additionally, effective communication and timely delivery were emphasized, with clients appreciating how Peeklogic kept them updated and engaged throughout the project lifecycle.
    • Salesforce Dev & Consulting for Logistics Data Mining Co
      5.0 Jul 30, 2024

      The project management team was very proactive, participated in every cadence all and rapidly tended to any and all shifts in scope and schedule. All the work was done on time and with high quality, and all my needs and requirements were considered.

      Read Full Review
    • Custom Software Dev for Chat Integration Software Company
      5.0 Dec 21, 2023

      The project management team is very proactive, participated in every cadence, and rapidly tended to any shifts in scope and schedule. All the work was done on time and with high quality. All my needs and requirements were taken into account.

      Read Full Review
    • Salesforce & Jira Integration for Software Company
      5.0 Dec 13, 2023

      The team provides excellent support, demonstrating both proactivity and responsiveness.

      Read Full Review
    • Custom Software Development for Consulting Company
      5.0 Feb 27, 2025

      Yes, they were proactive and efficient. How they don't just understand Salesforce, they learn to understand your company and then they use their knowledge of Salesforce to make it work for you.

      Read Full Review
    • Custom Web Portal Dev for Telecommunications Firm
      5.0 May 21, 2025

      We were consistently updated through timely weekly meetings and their proactive communication on Slack. The project was completed successfully, on time, and bug-free.

      Read Full Review
    Read All Reviews
    15 of 15 reviews are 5 stars
    12 new reviews for CRM Consulting and SI services
    Less than $10,000 avg. project cost

    Reviewed 15 times in the past 6 months

    In recent reviews, clients praised Peeklogic, LLC for their effective project management, timely delivery, and strong responsiveness. A notable highlight was their expertise in Salesforce, with one client noting significant improvements in lead conversion rates and operational efficiency. Feedback consistently emphasized the company's ability to adapt to evolving requirements and provide valuable solutions. Overall sentiment reflects high satisfaction, with clients expressing confidence in Peeklogic's capabilities and noting no areas for improvement.
    Read 15 Recent Reviews

    Average Project Cost Breakdown

    Less than $10,000 (27) $10,000 to $49,000 (8) $50,000 to $199,999 (3) $200,000 to $999,999 (1)

    What Clients Have Said

    Clients consistently highlight Peeklogic, LLC's strong value for money, noting that their pricing fits within budget while delivering high-quality results. For instance, one client from CSE Electric emphasized that Peeklogic provided 'good value for cost', while another from Morrison Financial Services mentioned they chose Peeklogic due to their 'good value for the cost'. Overall, sentiments reflect satisfaction with the balance of cost and the quality of services provided.
    Read All Reviews

    More responsive than most other service providers

    Peeklogic, LLC is very responsive

    They are a great candidate to start a conversation with. Send them a short message or project inquiry.
    Get in Touch
    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, CRM Integration, and Customer Relationship Management Consulting services. Their reviews reflect a high level of expertise, professionalism, and client satisfaction, with 100% of reviewers expressing positive feedback. Clients commend their proactive approach, knowledge in CRM systems, and ability to deliver projects on time and within budget.

    See all 15 projects

    Reviews mention Well-organized projects

    Clients consistently express satisfaction with CloudMasonry's project organization and management. For instance, the Graduate Recruitment Manager at Lehigh University noted their ability to transform vague concepts into detailed plans while adhering to schedules and remaining flexible. Similarly, a senior manager at Direct Energy praised their consistent delivery on time and under budget, emphasizing their transparent communication and strategic collaboration. Overall, client sentiment reflects a high level of trust in CloudMasonry's well-organized project execution.
    • Salesforce Automation & Functionality Dev for Direct Energy
      5.0 Jan 27, 2021

      I use a tool called Agile Accelerator within Salesforce, which allows me to track our user stories, backlog, and deliveries each sprint. Their team is flexible enough to work with my tool and also use their own solutions to keep organized on their side. At the end of each week, they deliver a clear report that details all of those logistics along with how many billable hours we have remaining.

      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 worked flexible when we encountered delays.

      Read Full Review
    Read All Reviews

    Industry Experience

    CloudMasonry has garnered positive feedback across multiple industries, including Education, Financial Services, Insurance, and Publishing. Clients praised their expertise in Salesforce and marketing automation, highlighting strengths in project management, proactive communication, and a tailored approach to industry-specific needs. The sentiment is notably strong in Education and Financial Services, where measurable outcomes include improved student applications and enhanced reporting capabilities. Overall, CloudMasonry is well-suited for clients in these sectors seeking effective CRM solutions and strategic consulting.

    Read All Reviews

    Select Industry to see insights

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

    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 highlight CloudMasonry's competitive pricing and strong value for money. For instance, one client noted that their pricing fit within budget while another emphasized the 'good value for cost'. Overall sentiment reflects satisfaction with the outcomes delivered, with clients appreciating the company's responsiveness and proactive project management, which often resulted in timely deliveries and effective solutions tailored to their needs.
    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 versatile web development company offering comprehensive services, including WordPress and HubSpot development, CMS integration, and digital marketing support. Overall, 100% of reviews highlight their technical expertise and reliability, with approximately 85% praising their timeliness and communication. Clients appreciate Computan's adaptability and value for cost, though some suggest minor improvements in project delivery visibility and proactive communication.

    See all 45 projects

    Reviews mention Knowledgeable

    Clients express a consistently positive sentiment regarding Computan's knowledge and expertise in web development. One client noted their 'ability to bring knowledge, ideas, and recommendations' to improve processes, while another highlighted their 'exceptional knowledge of HubSpot,' facilitating user-friendly modifications. A third client commended their 'extremely technical custom solutions,' emphasizing the team's proficiency and foresight. Overall, the feedback reflects a strong confidence in Computan's capabilities, with clients appreciating their adaptability and problem-solving skills.
    • Web Dev, Maintenance & Digital Marketing for SaaS Company
      5.0 Apr 8, 2022

      Additionally, they bring a lot of knowledge, ideas, and recommendations to the partnership to improve certain processes and keep us from making mistakes.

      Read Full Review
    • HubSpot Web Dev for Media Production Company
      5.0 May 11, 2021

      The Computan team is highly efficient and intuitive. They’ve also been honest about timelines. Overall, they’re a knowledgeable and trustworthy team.

      Read Full Review
    • Shopify Dev for Skincare Company
      5.0 Nov 20, 2020

      We’ve been happy with their knowledge of Shopify, and it doesn’t take them too long to find solutions. They’ve done a great job problem-solving until they’ve found the right answer.

      Read Full Review
    • HubSpot Migration for Advanced Enterprise Analytics Firm
      5.0 Aug 5, 2020

      Computan’s knowledge of HubSpot was exceptional. They were able to cleanly develop on HubSpot in a way that allowed us to go in without knowing any code and create and modify website pages.

      Read Full Review
    • Custom Network for WordPress Site
      5.0 Aug 27, 2019

      Quite simply - this project would not have been possible without the expert help we got from Computan. Many of the requirements for our project had not only never been done before with WordPress, they'd never been done before, period! Computan's involvement in this project has been invaluable. Some of the goals for this project were, admittedly, somewhat unrealistic given the limitations of 21st century technology, however, this did not perturb them in any way, shape, or form. Many aspects of this project, such as integrations with other custom developed Angular & Azure technology, would give even NASA's finest research minds a hard time. And yet, not only did they meet our expectations, they surpassed them.

      Read Full Review
    Read All Reviews

    Industry Experience

    Computan has garnered positive feedback across various industries, including advertising & marketing, education, IT, healthcare, and e-commerce. Clients commend their expertise in web development, CMS integration, and customer service, particularly for HubSpot and WordPress platforms. Sentiment is overwhelmingly favorable, highlighting their responsiveness, flexibility, and ability to exceed client expectations. Those in need of web design, technical support, or digital marketing strategies will find Computan well-suited for projects in these sectors.

    Read All Reviews

    Select Industry to see insights

    Automotive Advertising & marketing Healthcare IT Services Education Beauty & Cosmetics Wellness & Fitness Software Logistics & Supply Chain Media Consulting Manufacturing Telecommunications Hospitality & leisure Nonprofit Information technology Business services Research Other Industry

    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 highlight Computan's competitive pricing and value for money. One client noted, 'Pricing fit our budget' and emphasized the 'good value for cost.' Another remarked, 'The quality of work we get for the cost is something I have not seen in any agency I have worked with.' Overall, clients appreciate the balance of affordability and quality, though some desire improved communication on project timelines and costs.
    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 Exceptional results

    Figma Studios has received exceptional feedback for their ability to deliver outstanding results, including a project completed a month ahead of schedule. Clients praised their unique problem-solving approach, extensive testing, and proactive bug identification, which contributed to smooth order processing. The support provided post-deployment was also highlighted as remarkable, ensuring clients felt supported throughout the project lifecycle. Overall, the sentiment reflects high satisfaction with their services and a strong alignment with client needs.
    • E-Commerce Web Development & Design for Gaming Store
      5.0 Dec 2, 2024

      The project resulted in smooth order processing with no bugs during stress tests. Figma Studios demonstrated a unique approach to tackle problems, conducting extensive testing to identify and fix bugs in real-time before the testing phase began. Their support remained amazing even after deployment, always being readily available for assistance.

      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
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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. 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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