Top CRM Consultants in New York City
269 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
40% CRM Consulting and SI10% Account-Based Marketing10% Digital Strategy +4 services10% Email Marketing10% Recruiting10% Sales Outsourcing10% StaffingSee all 96 projectsSet2Close is a CRM Consultancy specializing in CRM Implementation, Customer Relationship Management Consulting, and CRM Systems Integration. The company receives overwhelmingly positive feedback, with 100% of reviewers noting their deep expertise and personalized approach. Clients commend their ability to tailor CRM solutions precisely to business needs, highlighting their valuable training and seamless process management.
25 of 25 reviews are 5 stars25 new reviews for CRM Consulting and SI servicesLess than $10,000 avg. project costRead 25 Recent ReviewsReviewed 25 times in the past 6 months
Recent reviews for Set2Close highlight a consistently positive client sentiment, emphasizing their expertise in HubSpot implementation and training. Clients praised their tailored support, with one stating, "their deep knowledge was instrumental in getting our team email successfully connected." The flexibility and responsiveness of the team received commendations, particularly in adapting to client needs. Overall, clients express high satisfaction, with many recommending Set2Close for its exceptional service and personal touch.Was this helpful?
Industry Experience
Set2Close has demonstrated expertise across various industries, including non-profit, retail, real estate, and information technology, with an overall positive sentiment in feedback. In non-profit, they excelled in HubSpot onboarding, enabling effective donor management. Retail clients praised their personalized training, enhancing sales processes. Real estate companies benefited from tailored CRM setups. The IT sector valued Set2Close for their strategic approach to workflow optimization. Overall, they are highly recommended for companies in non-profit, retail, and IT sectors, seeking effective CRM implementation and sales support.
Read All ReviewsSelect Industry to see insights
Media Restaurants Wellness & Fitness Consulting 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 Advertising & marketing Real estate Other industriesWas 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?
4 of 4 New York City-based reviews are 5 stars2 New York City-based reviews for CRM Consulting and SI in past 6 monthsLess than $10,000 avg. project cost for CRM Consulting and SI services in New York CityRead Similar ReviewsCRM 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 moreWas this helpful?
$1,000+$25 - $49 / hr50 - 249Serves New York City, NYServices provided
85% CRM Consulting and SI14% Low/No Code Development1% Custom Software DevelopmentSee all 96 projectsPeeklogic, LLC is a CRM Consulting and SI firm specializing in Salesforce implementation, integration, and customization. Across reviews, 100% of feedback is positive, highlighting their responsiveness, strong project management, and expertise in CRM systems integration. Many clients (over 70%) emphasize Peeklogic's ability to deliver solutions efficiently and their alignment with client values and operational needs.
17 of 18 reviews are 5 stars12 new reviews for CRM Consulting and SI services$10,000 – $49,000 avg. project costRead 18 Recent ReviewsReviewed 18 times in the past 6 months
Recent reviews for Peeklogic, LLC indicate a strong overall sentiment of satisfaction among clients, highlighting their excellent project management and responsiveness. Clients commend the team for delivering high-quality Salesforce solutions on time, such as a fully functional Salesforce app and customized CRM enhancements. Specific feedback includes their ability to streamline workflows, improve operational efficiency, and maintain clear communication. Notably, clients expressed no significant areas for improvement, emphasizing the team's professionalism and alignment with client values.Was this helpful?
More responsive than most other service providers
Get in TouchPeeklogic, LLC is very responsive
They are a great candidate to start a conversation with. Send them a short message or project inquiry.Was this helpful?
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5 of 5 New York City-based reviews are 5 stars3 New York City-based reviews for CRM Consulting and SI in past 6 monthsLess than $10,000 avg. project cost for CRM Consulting and SI services in New York CityRead Similar ReviewsNew York City-based CRM Consulting and SI project highlight
CRM Automation Development for Law Firm
5.0 — Peeklogic, LLC provided Salesforce development services for a law firm. The team created automations for the client's Salesforce workflows, including automated client communication and data entry 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
In recent reviews, clients have expressed high satisfaction with CloudMasonry's expertise and project management. A Director of Sales Operations highlighted Ishan's extensive knowledge and effective consultation, which led to improved data reporting and streamlined processes. Overall, the sentiment is positive, with clients appreciating the timely delivery and alignment with budgetary constraints. No significant areas for improvement were noted, indicating a strong performance by CloudMasonry in meeting client needs.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?
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.
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Publishing Education Insurance Financial services Nonprofit IT Services Utilities Arts, entertainment & music Consumer Products PharmaceuticalsWas this helpful?
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UndisclosedUndisclosed50 - 249Piscataway, NJ
Services provided
100% CRM Consulting and SISunmerge Systems is a CRM consulting and SI company based in Piscataway, New Jersey. Their services include CRM consulting and SI.
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UndisclosedUndisclosed10 - 49Montville, NJ
Services provided
100% CRM Consulting and SIPinnacle Solutions Incorporated, New Jersey is a CRM consulting and SI company. The team specializes in CRM consulting and SI, and the company is headquartered in Montville, New Jersey.
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UndisclosedUndisclosed2 - 9Short Hills, NJ
Services provided
100% CRM Consulting and SIIndustry Mojo, a CRM consulting and SI company, offers CRM consulting and SI. The firm is located in Short Hills, New Jersey.
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UndisclosedUndisclosed2 - 9Princeton, NJ
Services provided
100% CRM Consulting and SIUPrefer Solutions, Inc is a CRM consulting and SI company. Located in Princeton, New Jersey, the firm was established in 2014. Their services include CRM consulting and SI.
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UndisclosedUndisclosed50 - 249Franklin Township, NJ
Services provided
100% CRM Consulting and SISimple Solutions, India is a CRM consulting and SI company. They are located in Franklin Township, New Jersey. Their team offers CRM consulting and SI.
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UndisclosedUndisclosed250 - 999New York, NY
Services provided
100% CRM Consulting and SIHelloWorld, MI is a midsize Southfield, Michigan-based CRM consulting and SI company. The team provides CRM consulting and SI.
Read moreSee All Locations (2)New York, NY
32 6th Avenue, 18th Floor
New York, NY 10013Was this helpful?
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UndisclosedUndisclosed10 - 49Parsippany-Troy Hills, NJ
Services provided
50% CRM Consulting and SI50% BI & Big Data Consulting & SISynergy Systech LLC is a data analytics company and CRM consulting and SI company in Parsippany-Troy Hills, New Jersey. They provide BI & big data consulting & SI and CRM consulting and SI.
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UndisclosedUndisclosed250 - 999North Brunswick Township, NJ
Services provided
25% CRM Consulting and SI50% BI & Big Data Consulting & SI25% ERP Consulting and SIInformatic Technologies, Inc., a business intelligence company, was founded in 1996. The team specializes in BI & big data consulting & SI and CRM consulting and SI.
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UndisclosedUndisclosed2 - 9New York, NY
Services provided
50% CRM Consulting and SI50% Marketing StrategyPolyphonic & Co., a small CRM consulting and SI and Marketing Strategy company, is located in New York, New York. Their services include CRM consulting and SI and Marketing Strategy.
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UndisclosedUndisclosed2 - 9Princeton, NJ
Services provided
50% CRM Consulting and SI50% Cloud Consulting & SIW&K Systems, Inc is a small cloud consulting & SI and CRM consulting and SI company headquartered in Princeton, New Jersey. The team focuses on cloud consulting & SI and CRM consulting and SI.
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$1,000+$25 - $49 / hr10 - 49New York, NY
Services provided
20% CRM Consulting and SI10% BI & Big Data Consulting & SI10% Conversion Optimization +12 services10% Digital Strategy5% Advertising5% Email Marketing5% Marketing Strategy5% Mobile & App Marketing5% Mobile App Development5% Social Media Marketing5% UX/UI Design5% Web Design5% Web Development3% Content Marketing2% Graphic DesignEstablished in 2016, Consu.me is a CRM consulting and SI company. The firm provides CRM consulting and SI and BI & big data consulting & SI.
Read moreSee All Locations (2)New York, NY
224 Fifth Av. Suite F1001, New York, Manhattan
New York, NY 10001(347) 614-0912
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Undisclosed$50 - $99 / hr2 - 9Jersey City, NJ
Services provided
20% CRM Consulting and SI40% Cloud Consulting & SI20% ERP Consulting and SI +1 service20% Other IT Consulting and SISeepath Solutions, a cloud consulting & SI company, is in Jersey City, New Jersey. The team focuses on cloud consulting & SI and CRM consulting and SI.
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UndisclosedUndisclosed10 - 49New York, NY
Services provided
40% CRM Consulting and SI30% Business Consulting30% Marketing StrategyNomad Marketing Consulting, LLC is a small CRM consulting and SI company based in New York, New York. Their services include CRM consulting and SI and Marketing Strategy.
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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.
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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.
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We evaluate service providers using a structured methodology that combines:
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This data powers tools like the Leaders Matrix, which helps you compare agencies directly. Our research team curates rankings by weighing verified reviews most heavily, so the most trusted and experienced providers rise to the top.
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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
35.2/40.017.4/20 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 - 9,999New York, NY
Ability to deliver
40/40.020/20 Reviews10/10 Clients & Experience10/10 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 -
$10,000+$200 - $300 / hr50 - 249New York, NY
Ability to deliver
31.6/40.015.2/20 Reviews7.6/10 Clients & Experience8.8/10 Market PresenceService focus
40% CRM Consulting and SI60% Other -
$25,000+$200 - $300 / hr1,000 - 9,999New York, NY
Ability to deliver
33.2/40.016/20 Reviews7.8/10 Clients & Experience9.4/10 Market PresenceService focus
15% CRM Consulting and SI85% Other -
$5,000+$100 - $149 / hr2 - 9New York, NY
Ability to deliver
28.6/40.016.2/20 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
35.5/40.017/20 Reviews10/10 Clients & Experience8.5/10 Market PresenceService focus
15% CRM Consulting and SI85% Other -
$10,000+$25 - $49 / hr250 - 999New York, NY
Ability to deliver
34.5/40.017.4/20 Reviews10/10 Clients & Experience7.1/10 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 - 9,999New York, NY
Ability to deliver
22.1/40.016.2/20 Reviews0/10 Clients & Experience5.9/10 Market PresenceService focus
40% CRM Consulting and SI60% Other -
$5,000+$50 - $99 / hr50 - 249New York, NY
Ability to deliver
32.5/40.017/20 Reviews6.9/10 Clients & Experience8.6/10 Market PresenceService focus
10% CRM Consulting and SI90% Other -
$1,000+$50 - $99 / hr50 - 249New York, NY
Ability to deliver
32.4/40.020/20 Reviews5.7/10 Clients & Experience6.8/10 Market PresenceService focus
10% CRM Consulting and SI90% Other -
$1,000+$100 - $149 / hr50 - 249New Rochelle, NY
Ability to deliver
32.2/40.016.8/20 Reviews8.1/10 Clients & Experience7.3/10 Market PresenceService focus
10% CRM Consulting and SI90% Other -
$5,000+$150 - $199 / hr50 - 249New York, NY
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
31.1/40.016.2/20 Reviews8.8/10 Clients & Experience6.1/10 Market PresenceService focus
10% CRM Consulting and SI90% Other -
$5,000+$50 - $99 / hr10 - 49Maplewood, NJ
Ability to deliver
22/40.017.4/20 Reviews0/10 Clients & Experience4.6/10 Market PresenceService focus
50% CRM Consulting and SI50% Other -
$1,000+$50 - $99 / hr10 - 49New York, NY
Ability to deliver
20.4/40.016.4/20 Reviews0/10 Clients & Experience4/10 Market PresenceService focus
50% CRM Consulting and SI50% 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 -
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 -
$1,000+< $25 / hr250 - 999New York, NY
Ability to deliver
23/40.017.2/20 Reviews0/10 Clients & Experience5.8/10 Market PresenceService focus
10% CRM Consulting and SI90% Other -
UndisclosedUndisclosed1,000 - 9,999New York, NY
Ability to deliver
14.8/40.04/20 Reviews1.8/10 Clients & Experience9/10 Market PresenceService focus
20% CRM Consulting and SI80% Other -
$5,000+$150 - $199 / hr2 - 9New York, NY
Ability to deliver
22.7/40.016.2/20 Reviews1.4/10 Clients & Experience5.2/10 Market PresenceService focus
10% CRM Consulting and SI90% Other -
$1,000+$100 - $149 / hr10 - 49Hackensack, NJ
Ability to deliver
21.1/40.016/20 Reviews0/10 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
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