Top CRM Consultants in New York City
256 Companies
List of the Top New York City CRM Companies
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$5,000+$200 - $300 / hr10 - 49Serves New York City, NYServices provided
80% CRM Consulting and SI20% Business ConsultingSee all 78 projectsSet2Close is a CRM consultancy specializing in CRM implementation, integration, and services, particularly using HubSpot. With 100% positive feedback, clients consistently praise their expertise, responsiveness, and ability to tailor solutions to specific business needs. Reviewers frequently commend the company's project management and personal engagement, with over 60% highlighting excellent communication and timely deliverables.
Industry Experience
Set2Close has demonstrated expertise across various industries, including financial services, marketing, non-profits, and manufacturing. Feedback highlights their strength in HubSpot onboarding, CRM optimization, and sales process refinement. Clients in financial services report improved sales pipeline efficiency, while those in marketing and non-profits appreciate the tailored training and support provided. Overall, sentiment is highly positive, indicating that Set2Close is particularly well-suited for organizations seeking to enhance their sales and marketing capabilities through specialized training and implementation strategies.
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Restaurants Wellness & Fitness Consulting Insurance Business services Consumer Products Financial services Retail Medical Non-profit Information technology Arts, entertainment & music Education Agriculture Real estate Advertising & marketing Construction Transportation Software IT Services Other Industry Healthcare Human Resources ManufacturingWas this helpful?
More responsive than most other service providers
Get in TouchSet2Close is very responsive
They are a great candidate to start a conversation with. Send them a short message or project inquiry.Was this helpful?
See All Locations (1)kamloops, Canada
Rue Cheval Noir
kamloops, Canada V0K10 - 15
1 (604) 700-7719
2 of 2 New York City-based reviews are 5 stars$10,000 – $49,000 avg. project cost for CRM Consulting and SI services in New York CityRead All ReviewsCRM Consulting and SI project highlight
CRM Consulting for Due Diligencie Background Check Company
5.0 — Set2Close provided HubSpot consulting and strategy for a due diligence background check company. The team interviewed all stakeholders, guided them through the problem assessment process, and Read moreWas this helpful?
$5,000+$200 - $300 / hr50 - 249New York, NYServices provided
100% CRM Consulting and SISee all 15 projectsCloudMasonry 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.
1 of 1 reviews is 5 stars1 new review for CRM Consulting and SI services$10,000 – $49,000 avg. project costRead 1 Recent ReviewReviewed 1 time in the past 6 months
Recent reviews for CloudMasonry reflect a strong positive sentiment, highlighting their effective project management and knowledgeable staff. Clients noted the successful digitization of lead conversion processes, with one reviewer praising Ishan for his guidance and expertise. The ability to streamline operations and improve data reporting was particularly appreciated, indicating that CloudMasonry delivers valuable results aligned with client objectives.Was this helpful?
6 of 6 CRM Consulting and SI reviews are 5 stars1 new review for CRM Consulting and SI in past 6 months$50,000 – $199,999 avg. project costRead 6 ReviewsCRM 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 moreWas this helpful?
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See All Locations (3)New York, NY
33 Irving Place
New York, NY 1000310 - 15
888-668-2525
$10,000+$25 - $49 / hr50 - 249Serves New York City, NYServices provided
50% CRM Consulting and SI10% AI Agents10% AI Development +3 services10% ERP Consulting and SI10% Low/No Code Development10% Web DevelopmentSee all 31 projectsCynoteck 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.
Reviews mention Flexible
Client feedback highlights Cynoteck Technology Solutions Pvt. Ltd.'s flexibility as a key strength. One client noted their understanding of resource constraints, stating they provided 'flexibility in the process.' Another emphasized their adaptability to changing requirements and priorities, stating, 'they've been very understanding of that.' Overall, the sentiment surrounding flexibility is overwhelmingly positive, with clients appreciating their willingness to accommodate changes and collaborate effectively.-
Accounting Services for Sports Facilities Firm
4.5 Jun 9, 2022They understood our resource constraints and provided us with flexibility in the process.
Read Full Review -
Salesforce Dev for Underground Utility Locating Firm
5.0 Sep 18, 2019They’re very easy to work with because they’re willing to accept change. Our requirements and priorities change frequently, and they’ve been very understanding of that. Other vendors are not always that open or flexible. There was a point during our partnership with them that we changed our whole development methodology. We went from waterfall to agile, which is a pretty dramatic shift.
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1 of 1 CRM Consulting and SI reviews are 5 stars1 new review for CRM Consulting and SI in past 6 months$200,000 – $999,999 avg. project costRead 1 ReviewCRM Consulting and SI PROJECT HIGHLIGHT
CRM Development for Coworking Space Company
5.0 — Cynoteck Technology Solutions Pvt. Ltd. has been hired to develop a CRM system for a coworking space company. The team handles the entire development process. Read moreWas this helpful?
Average Project Cost Breakdown
Read All ReviewsWhat Clients Have Said
Cynoteck Technology Solutions Pvt. Ltd. is frequently praised for providing good value for cost, with clients noting that their pricing fits within budget constraints while delivering high-quality results. One client remarked on their 'good value for cost,' while another highlighted that their deliverables exceeded expectations. Overall, the sentiment is positive, with many clients expressing satisfaction with the balance between cost and the quality of services received.Was this helpful?
$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-usersView PackagesCRM 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, AutomationsWas this helpful?
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Undisclosed< $25 / hr10 - 49New York, NY
Services provided
10% CRM Consulting and SI35% Web Development30% Web Design +1 service25% Search Engine OptimizationMind Digital Group is a website development company. Launched in 2013, their team offers Web Development and Web Design.
Read moreSee All Locations (3)New York, NY
25 West 31st Street, 11th Floor
New York, NY 10001800.245.2032
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Undisclosed$100 - $149 / hr10 - 49New York, NY
Services provided
10% CRM Consulting and SI20% Digital Strategy20% Web Design +8 services12% Pay Per Click12% Search Engine Optimization8% Conversion Optimization7% Branding5% Social Media Marketing2% Email Marketing2% Marketing Strategy2% Video ProductionMI Digital Agency is a Digital Strategy company. They were established in 1998 and focus on Digital Strategy and Web Design.
Read moreSee All Locations (3)New York, NY
175 Varick Street
New York, NY 10014646.793.4310
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UndisclosedUndisclosedFreelancerNew York, NY
Services provided
50% CRM Consulting and SI50% Market ResearchBW is a CRM consulting and SI and Market Research company. They are located in New York, New York and have small team. Their services include CRM consulting and SI and Market Research.
Read moreSee All Locations (1)New York, NY
39 Broadway 32nd FL
New York, NY 10006+1.212.924.1300
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UndisclosedUndisclosed50 - 249Lyndhurst, NJ
Services provided
20% CRM Consulting and SI20% Generative AI20% Sales Outsourcing +4 services10% BI & Big Data Consulting & SI10% Business Consulting10% Marketing Strategy10% Search Engine OptimizationBuzzBoard is a CRM consulting and SI company. The team is in San Francisco, California and Lyndhurst, New Jersey, and their services include CRM consulting and SI and Sales Outsourcing.
Read moreSee All Locations (3)Lyndhurst, NJ
1050 Wall Street West, Suite 630
Lyndhurst, NJ 07071(201) 355-0066
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UndisclosedUndisclosed10 - 49New York, NY
Services provided
20% CRM Consulting and SI50% ERP Consulting and SI15% Cloud Consulting & SI +1 service15% IT Strategy ConsultingFounded in 2009, Dynamic Consulting is an ERP consulting and SI company. The company specializes in ERP consulting and SI and CRM consulting and SI, and is small.
Read moreSee All Locations (2)New York, NY
One Little West 12th St.
New York, NY 10014312-281-4876
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UndisclosedUndisclosed10 - 49Fairfield, NJ
Services provided
20% CRM Consulting and SI20% BI & Big Data Consulting & SI20% Cloud Consulting & SI +2 services20% IT Managed Services20% Other IT Consulting and SIHeadquartered in Fairfield, New Jersey, Quikteks LLC is a big data company. They focus on BI & big data consulting & SI and cloud consulting & SI and were founded in 2002.
Read moreSee All Locations (1)Fairfield, NJ
373E Route 46
Fairfield, NJ 07004+1.973.882.4644
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We evaluate service providers using a structured methodology that combines:
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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.
By using verified reviews, focused service details, and real project data, the Leaders Matrix highlights companies that consistently deliver and stand out from the rest. Each company’s position is based on how well they focus on a service area and how consistently they deliver results, helping you make informed, confident decisions. 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 15 New York City CRM Companies
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$5,000+$200 - $300 / hr50 - 249New York, NY
Ability to deliver
35.8/40.018/20 Reviews10/10 Clients & Experience7.8/10 Market PresenceService focus
100% CRM Consulting and SI -
$50,000+$150 - $199 / hr1,000 - 9,999New York, NY
Ability to deliver
32.9/40.016.2/20 Reviews6.8/10 Clients & Experience9.9/10 Market PresenceService focus
30% CRM Consulting and SI70% Other -
$25,000+$25 - $49 / hr1,000 - 9,999Dubai, United Arab Emirates
Ability to deliver
39.9/40.020/20 Reviews10/10 Clients & Experience9.9/10 Market PresenceService focus
10% CRM Consulting and SI90% Other -
$25,000+$50 - $99 / hr50 - 249New York, NY
Ability to deliver
31.8/40.015.6/20 Reviews7.7/10 Clients & Experience8.5/10 Market PresenceService focus
60% CRM Consulting and SI40% Other -
$5,000+$25 - $49 / hr250 - 999New York, NY
Ability to deliver
32.2/40.017/20 Reviews7.9/10 Clients & Experience7.3/10 Market PresenceService focus
25% CRM Consulting and SI75% Other -
$25,000+$200 - $300 / hr1,000 - 9,999New York, NY
Ability to deliver
34.2/40.017/20 Reviews7.8/10 Clients & Experience9.4/10 Market PresenceService focus
15% CRM Consulting and SI85% Other -
$10,000+$200 - $300 / hr50 - 249New York, NY
Ability to deliver
31/40.015.2/20 Reviews7.6/10 Clients & Experience8.2/10 Market PresenceService focus
40% CRM Consulting and SI60% Other -
$5,000+$100 - $149 / hr2 - 9New York, NY
Ability to deliver
28.8/40.016.4/20 Reviews7.3/10 Clients & Experience5.2/10 Market PresenceService focus
60% CRM Consulting and SI40% Other -
$5,000+$150 - $199 / hr50 - 249New York, NY
Ability to deliver
35.8/40.017.4/20 Reviews10/10 Clients & Experience8.4/10 Market PresenceService focus
15% CRM Consulting and SI85% Other -
$10,000+$25 - $49 / hr250 - 999New York, NY
Ability to deliver
34.5/40.017.6/20 Reviews10/10 Clients & Experience7/10 Market PresenceService focus
10% CRM Consulting and SI90% Other -
$5,000+$150 - $199 / hr2 - 9New York, NY
Ability to deliver
24.5/40.016.2/20 Reviews2/10 Clients & Experience6.4/10 Market PresenceService focus
70% CRM Consulting and SI30% Other -
$5,000+$150 - $199 / hr2 - 9New York, NY
Ability to deliver
29.4/40.016.2/20 Reviews6.3/10 Clients & Experience6.9/10 Market PresenceService focus
35% CRM Consulting and SI65% Other -
Undisclosed$100 - $149 / hr1,000 - 9,999New York, NY
Ability to deliver
22.6/40.017/20 Reviews0/10 Clients & Experience5.6/10 Market PresenceService focus
40% CRM Consulting and SI60% Other -
$10,000+$25 - $49 / hr250 - 999New York, NY
Ability to deliver
22.4/40.016.8/20 Reviews0/10 Clients & Experience5.6/10 Market PresenceService focus
35% CRM Consulting and SI65% Other -
$10,000+$150 - $199 / hr1,000 - 9,999Chicago, IL
Ability to deliver
22.1/40.016.2/20 Reviews0/10 Clients & Experience5.9/10 Market PresenceService focus
40% CRM Consulting and SI60% Other -
$1,000+$100 - $149 / hr50 - 249New Rochelle, NY
Ability to deliver
32.6/40.017.2/20 Reviews8.1/10 Clients & Experience7.3/10 Market PresenceService focus
10% CRM Consulting and SI90% Other -
$1,000+$50 - $99 / hr50 - 249New York, NY
Ability to deliver
32.2/40.020/20 Reviews5.7/10 Clients & Experience6.5/10 Market PresenceService focus
10% CRM Consulting and SI90% Other -
$5,000+$150 - $199 / hr50 - 249Lisboa, Portugal
Ability to deliver
21.5/40.016.6/20 Reviews0/10 Clients & Experience4.9/10 Market PresenceService focus
90% CRM Consulting and SI10% Other -
$1,000+$150 - $199 / hr10 - 49New York, NY
Ability to deliver
31.7/40.016.8/20 Reviews8.8/10 Clients & Experience6.1/10 Market PresenceService focus
10% CRM Consulting and SI90% Other -
$50,000+$150 - $199 / hr10 - 49New York, NY
Ability to deliver
21.8/40.016.2/20 Reviews0/10 Clients & Experience5.6/10 Market PresenceService focus
40% CRM Consulting and SI60% Other -
$5,000+$50 - $99 / hr10 - 49Maplewood, NJ
Ability to deliver
17.6/40.017.6/20 Reviews0/10 Clients & Experience0/10 Market PresenceService focus
50% CRM Consulting and SI50% Other -
Undisclosed$150 - $199 / hr10 - 49Englewood, NJ
Ability to deliver
26.1/40.016.2/20 Reviews3.7/10 Clients & Experience6.2/10 Market PresenceService focus
10% CRM Consulting and SI90% Other -
UndisclosedUndisclosed1,000 - 9,999New York, NY
Ability to deliver
15.2/40.04.4/20 Reviews1.8/10 Clients & Experience9/10 Market PresenceService focus
20% CRM Consulting and SI80% Other -
$1,000+< $25 / hr250 - 999New York, NY
Ability to deliver
21.4/40.016.8/20 Reviews0/10 Clients & Experience4.6/10 Market PresenceService focus
10% CRM Consulting and SI90% Other -
$5,000+$150 - $199 / hr2 - 9New York, NY
Ability to deliver
22.9/40.016.4/20 Reviews1.4/10 Clients & Experience5.2/10 Market PresenceService focus
10% CRM Consulting and SI90% Other -
$5,000+$50 - $99 / hr10 - 49Brooklyn, NY
Ability to deliver
18.8/40.014.8/20 Reviews0/10 Clients & Experience4/10 Market PresenceService focus
20% CRM Consulting and SI80% Other -
UndisclosedUndisclosed250 - 999New York, NY
Ability to deliver
9.2/40.00/20 Reviews2.1/10 Clients & Experience7.1/10 Market PresenceService focus
50% CRM Consulting and SI50% Other -
$1,000+$100 - $149 / hr2 - 9Brooklyn, NY
Ability to deliver
18.6/40.014.6/20 Reviews0/10 Clients & Experience4/10 Market PresenceService focus
10% CRM Consulting and SI90% Other -
Undisclosed$200 - $300 / hr1,000 - 9,999Teaneck, NJ
Ability to deliver
6/40.00/20 Reviews0/10 Clients & Experience6/10 Market PresenceService focus
50% CRM Consulting and SI50% Other -
$10,000+$50 - $99 / hr1,000 - 9,999New York, NY
Ability to deliver
6/40.00/20 Reviews0/10 Clients & Experience6/10 Market PresenceService focus
30% CRM Consulting and SI70% Other
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