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Top CRM Consultants in North Carolina

Ratings Updated: June 19, 2026

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Featured

What are Featured Providers?
Set2Close

5.0 98 reviews
Premier Verified

$5,000+

$200 - $300 / hr

10 - 49

Serves North Carolina

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 specializing in CRM implementation and integration services, with a focus on HubSpot. They are highly recommended for their exceptional hands-on support and tailored solutions, as 100% of reviews commend their knowledge, flexibility, and communication. Their customer-centric approach consistently exceeds expectations, providing measurable improvements in CRM efficiency and effectiveness.

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Reviews mention High-quality work
Clients consistently commend Set 2 Close for delivering high-quality work that exceeds expectations. For instance, a Business Development Manager noted their 'exceptional project management' and 'personalized approach' during HubSpot training, leading to significant efficiency improvements. Additionally, a co-founder expressed that the team is 'beyond amazing' and excels in recruiting top sales talent. Overall, client sentiment reflects strong satisfaction with the quality and effectiveness of Set 2 Close's services.

Commercialization & Social Media Strategy for Tech Startup

5.0 Sep 23, 2022

Set 2 Close empowers, enables, and breeds successful outcomes. They are able to leverage efficiency tools and tricks without losing the human connection and empathy that is so frequently overlooked in our automated world. As a company looking to improve the emotional and physical happiness of customers, Set 2 Close sets a high standard of performance and outcomes.
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Salesperson Recruitment for Advertising Services Company

5.0 Sep 1, 2022

These guys are beyond amazing. They go out of their way to overdeliver. When we were working with Jordon he didn't settle for anything less than A-talent when we were on the look for our first sales hire. His team did a fantastic job setting up our flows on Hubspot and detailing out what we need to prepare as cadences and onboarding materials for when our first sales comes in.
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73 of 78 CRM Consulting and SI reviews are 5 stars

21 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
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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.
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United States (68) Canada (19) Bulgaria (1)

This provider is fluent in 2 languages:

English

French

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Peeklogic, LLC

5.0 102 reviews
Premier Verified

$1,000+

$25 - $49 / hr

50 - 249

Serves North Carolina

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 and Systems Integration company specializing in Salesforce development, CRM implementation, and integration services. The company has consistently received positive feedback, with 100% of reviews highlighting their responsiveness and expertise in Salesforce solutions. Clients commend Peeklogic, LLC for delivering projects on time and within budget while maintaining excellent communication and flexibility.

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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 the past six months, client feedback on Peeklogic, LLC has been overwhelmingly positive, highlighting their strong project management and responsiveness. Clients praised their ability to deliver projects on time, such as a Salesforce app for CiteMed and a ticketing system for CSE Electric. Notably, the team was commended for their Salesforce expertise and adaptability, with one client noting they saved 10-15 hours a week through streamlined processes. Overall, clients have not identified significant areas for improvement, reflecting high satisfaction.
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Industry Experience

Peeklogic, LLC has demonstrated expertise across various industries including Financial Services, Information Technology, Medical, and Construction. Clients consistently commend their project management, responsiveness, and the ability to deliver customized Salesforce solutions that enhance operational efficiency. The general sentiment is highly positive, with clients noting improvements in workflows and integrations, particularly between Salesforce and Jira. Organizations in need of Salesforce development and integration support, particularly within these industries, would find Peeklogic a strong match for their project needs.
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Telecommunications IT Services Advertising & marketing Real estate Software Education Chemicals & Biotechnology Transportation Arts, entertainment & music Retail Nonprofit Consumer Products Automotive Manufacturing Information technology Other industries Non-profit Consulting Financial services Legal Construction Hospitality & leisure Medical Consumer products & services Business services Healthcare

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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.
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$8,000 Teams needing ongoing admin support $10,000 Organizations needing regular development work $12,000 Organizations using multiple Salesforce Clouds

Dedicated Salesforce Team (Admin/Developer)
Get a dedicated Salesforce team to continuously manage, develop, and optimize your Salesforce environment. Peeklogic provides experienced Salesforce administrators and developers who work as an extension of your team
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CloudMasonry

5.0 15 reviews
Premier Verified

$5,000+

$200 - $300 / hr

50 - 249

Serves North Carolina

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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6 of 6 CRM Consulting and SI reviews are 5 stars

$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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Industry Experience

CloudMasonry has demonstrated its expertise across multiple industries, including Education, Financial Services, Insurance, and Pharmaceuticals. Clients commend their thorough project management, proactive communication, and deep knowledge of Salesforce. Feedback indicates a strong impact in optimizing processes, enhancing customer journeys, and implementing effective marketing strategies. Overall sentiment is highly positive, particularly in Education and Financial Services, where measurable outcomes include increased applicant conversions, improved reporting capabilities, and streamlined operations.
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Publishing Education Insurance Financial services Nonprofit IT Services Utilities Consumer Products Pharmaceuticals Arts, entertainment & music

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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 that CloudMasonry offers good value for cost, with several reviews highlighting the company's pricing as a key reason for selection. For instance, one client from Future PLC emphasized the 'good value for cost,' while another from a financial services company remarked that the pricing 'fit our budget.' Overall sentiment reflects satisfaction with the balance of quality service and affordability, with no significant complaints regarding costs or perceived value.
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United States (13) France (1) England (1)

This provider is fluent in 2 languages:

English

Spanish

This provider is available in 8 time zones:

Greenwich Mean Time (GMT)

Hawaii Standard Time (HST)

Alaska Standard Time (AKST)

Central Standard Time (CST)

Eastern Standard Time (EST)

Pacific Standard Time (PST)

Phoenix Standard Time (PNT)

Mountain Standard Time (MST)

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INSIDEA

5.0 62 reviews

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Premier Verified

$1,000+

$50 - $99 / hr

50 - 249

Charlotte, NC

Services provided

10% CRM Consulting and SI

15% Email Marketing

15% Pay Per Click +6 services

10% Advertising

10% Ecommerce Marketing

10% Social Media Marketing

10% UX/UI Design

10% Web Design

10% Web Development

INSIDEA is a CRM Consulting and Systems Integration company specializing in CRM implementation, integration, and automation, with a focus on HubSpot. Reviews highlight their professionalism, responsiveness, and ability to deliver projects on time. Approximately 90% of clients commend their attention to detail and effective project management, while emphasizing their technical expertise and collaborative approach. Overall, INSIDEA is praised for providing excellent value and achieving client objectives efficiently.

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13 of 14 reviews are 5 stars

12 new reviews for CRM Consulting and SI services

Less than $10,000 avg. project cost

Reviewed 14 times in the past 6 months
Recent client feedback for INSIDEA highlights exceptional project management and professionalism across various engagements. Clients praised the team's responsiveness, expertise, and ability to deliver solutions on time, with one noting the 'stellar' attention to detail during HubSpot implementations. Another client commended their collaborative approach, stating INSIDEA 'felt like a true partner.' Overall sentiment is overwhelmingly positive, with clients expressing satisfaction and recommending INSIDEA for their effective CRM and marketing automation services.
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More responsive than most other service providers

INSIDEA 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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United States (37) Australia (3) Canada (3) India (3) Georgia (1) England (1)

This provider is fluent in 2 languages:

English

Spanish

This provider is available in 6 time zones:

Middle East Time (MET)

Greenwich Mean Time (GMT)

Central Standard Time (CST)

Eastern Standard Time (EST)

Pacific Standard Time (PST)

Mountain Standard Time (MST)

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Charlotte, NC

525 North Tryon Street, Fourth Ward, Suite 1600, Charlotte, NC 28202
Charlotte, NC 28202
10 - 15

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C5 Insight

5.0 2 reviews

Undisclosed

$150 - $199 / hr

10 - 49

Charlotte, NC

Services provided

55% CRM Consulting and SI

25% Custom Software Development

20% ECM Consulting and SI

C5 Insight is a consultancy specializing in technical support and implementation for CRM systems like Salesforce and Microsoft Dynamics, with additional expertise in SharePoint. Reviews highlight their professionalism, flexibility, and deep expertise. Clients express a high level of satisfaction, with 100% of reviewers noting their exceptional support and responsiveness, emphasizing their commitment to understanding and enhancing client operations.

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Reviews mention Unique expertise
The feedback regarding C5 Insight's unique expertise is overwhelmingly positive. Clients highlight their exceptional accessibility and responsiveness, noting that they deliver corporate-level knowledge in a personal setting. One client specifically praised their CRM practice manager for providing outstanding support during a major upgrade, stating that C5 consistently exceeded expectations and was a valuable source of insight. This expertise and commitment to client relationships distinguish C5 from other IT vendors.

Accounting Firm Microsoft CRM Upgrade

5.0 May 3, 2013

They're extremely accessible, and that's the one thing that really stands out to me. They've been extremely responsive to us. It feels like we're getting big corporate know-how in a very small, intimate business setting. They're a small firm, but I haven't heard, 'Well, I don't know how to do that,' or 'Let me check on that. Let me research that.' It's usually, 'Boom.' I think that's attributable to the people they have. In my mind, that's what differentiates them from their competition.
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Industry Experience

C5 Insight has demonstrated expertise across the Consulting and Business Services industries, providing tailored CRM support and technical solutions for organizations like Morehead Associates and a leading accounting firm. Clients commend C5 for their professionalism, responsiveness, and ability to adapt to unique business needs, significantly enhancing operational efficiency and client self-sufficiency. Overall, C5 is recognized as a valuable partner in facilitating technology upgrades and ongoing support, making them well-suited for firms seeking reliable CRM and technical consulting services.
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Consulting Business services

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Average Project Cost Breakdown

What Clients Have Said
Clients have expressed high satisfaction with C5 Insight's cost-effectiveness and value for money. One client noted their flexibility in crafting agreements that meet specific needs, highlighting the reasonable costs associated with their services over a long-term partnership. Another client praised C5 for providing exceptional support without excessive billing for inquiries, reinforcing the perception of great value. Overall, feedback indicates that C5 delivers professional expertise and responsive service that justifies their pricing.
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Featured

What are Featured Providers?

Computan

4.8 45 reviews
Verified

$1,000+

$25 - $49 / hr

50 - 249

Serves North Carolina

Services provided

40% CRM Consulting and SI

30% E-Commerce Development

30% Web Development

Computan is a web development and digital marketing company offering services in website management, CRM integration, and CMS development. Reviews indicate that approximately 85% of clients appreciate their adaptability, timely communication, and ability to meet project requirements effectively. Clients also commend Computan for understanding their business needs and providing quality solutions within budget, although a few mentioned room for improvement in project delivery timelines and proactive communication.

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Industry Experience

Computan has received positive feedback across various industries, including Advertising & Marketing, Education, Healthcare, and Automotive. Their clients consistently highlight their expertise in website development, particularly with HubSpot and WordPress. Strengths noted include timely project delivery, effective communication, and a keen understanding of client needs. Overall, sentiment is favorable, especially in the advertising sector, where clients appreciate Computan's flexibility and responsiveness. Potential clients in need of web development and digital marketing solutions will find a strong match with Computan in these sectors.
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Healthcare IT Services Education Beauty & Cosmetics Wellness & Fitness Software Logistics & Supply Chain Business services Media Consulting Manufacturing Telecommunications Research Hospitality & leisure Automotive Nonprofit Information technology Advertising & marketing Other Industry

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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 frequently commend Computan for their competitive pricing and exceptional value for money. For instance, one client highlighted that their pricing fit within budget constraints while providing good value for the cost. Another client noted significant savings on development costs, reporting over 50% labor cost reductions. Overall, feedback reflects a strong sentiment of satisfaction regarding the balance of cost and quality, with many clients expressing appreciation for the high-quality work delivered relative to their investment.
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United States (34) Canada (10) Finland (1)

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Solar Inbound

5.0 8 reviews

$25,000+

$200 - $300 / hr

10 - 49

Durham, NC

Services provided

50% CRM Consulting and SI

20% Enterprise App Modernization

10% Business Consulting +4 services

5% ERP Consulting and SI

5% IT Strategy Consulting

5% Web Design

5% Web Development

Solar Inbound is a CRM consulting and systems integration firm specializing in HubSpot CRM implementation for the solar industry. Across reviews, 100% of clients praise their industry-specific expertise and efficient project management, with notable improvements in sales performance and operational efficiency. Their deep understanding and tailored solutions significantly boost client growth and satisfaction.

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Reviews mention Team players
Clients consistently praise SOLARINBOUND for their team-oriented approach and seamless integration into existing workflows. One reviewer noted, 'they don’t feel like just an outside consultant but rather an extension of our own team,' highlighting their commitment to collaboration. Their responsiveness and project management excellence further reinforce their reputation as team players, with timely deliveries and proactive support, making them invaluable partners in achieving client objectives.

CRM Consulting & Support for Solar Energy Solutions Company

5.0 Sep 12, 2024

What impressed us most about Solar Inbound is their deep industry-specific expertise and understanding of the unique challenges within the solar industry. Their alignment with our needs made a significant impact, as they offered tailored solutions that perfectly matched our business goals. What truly sets them apart is how they integrate with our team; they don’t feel like just an outside consultant but rather an extension of our own team, fully invested in our success. SOLARINBOUND's level of partnership and commitment is rare and invaluable to our company.
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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 past six months, clients of Solar Inbound have expressed high satisfaction with their services, particularly in HubSpot CRM implementation. One Operations Manager noted a seamless migration that improved their sales pipeline and internal operations, emphasizing Solar Inbound's understanding of solar industry needs. Similarly, a CTO highlighted enhanced data visibility and streamlined processes after transitioning from JobNimbus to HubSpot. Overall, the sentiment reflects strong approval for their timely delivery and effective project management.
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Industry Experience

Solar Inbound has demonstrated significant expertise in the Energy and Natural Resources and Construction industries, particularly with solar panel installations. Clients commend their ability to streamline operations, enhance CRM implementations, and improve overall efficiency. Feedback consistently highlights their deep industry knowledge and responsiveness, with a sentiment of high satisfaction across projects. For potential clients in the solar sector, Solar Inbound appears to be a strong choice for optimizing sales and operational processes.
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Energy & natural resources Construction

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Miami, Florida (2) Atlanta, Georgia (2) Kansas City, Missouri (1) Bozeman, Montana (1) Lexington, Kentucky (1)

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Fungi Marketing

5.0 2 reviews

Undisclosed

Undisclosed

10 - 49

Greensboro, NC

Services provided

15% CRM Consulting and SI

35% Pay Per Click

20% UX/UI Design +3 services

15% Web Design

10% Email Marketing

5% Social Media Marketing

Fungi Marketing is a digital marketing agency specializing in SEO, PPC, web optimization, and content development, with a strong emphasis on client collaboration. Their reviews reflect a 100% positive sentiment, highlighting their reliability, responsiveness, and effective project management. Clients consistently praise Fungi Marketing for their professionalism and tailored approach, with no areas noted for improvement.

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Reviews mention Reliable
Clients consistently describe Fungi Marketing as a reliable partner, highlighting their availability and responsiveness. One client noted, 'Fungi has always been a reliable partner to help our clients achieve top results,' emphasizing their commitment to meeting client needs. The feedback underscores a strong sentiment of dependability, with clients appreciating Fungi's consistent support and effective communication throughout projects, ultimately driving successful outcomes.

SEO, PPC, Web Dev & Design for B2B Mktg Comms Agency

5.0 Oct 9, 2023

Whether its a consultative meeting or research delivery, Fungi has always been a reliable partner to help our clients achieve top results. They are always available to answer questions and always able to jump on a call to explain things in a clear manner. They've always been consistently reliable to our needs.
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Industry Experience

Fungi Marketing has demonstrated expertise primarily in the Advertising & Marketing and Nonprofit sectors. In the Advertising & Marketing industry, they excel in SEO and PPC strategies, leading to increased website traffic and client satisfaction. In the Nonprofit sector, their work on website development has significantly boosted online donations, showcasing their commitment to client success. Overall, feedback indicates a strong appreciation for their professionalism, responsiveness, and tailored approach, making them a suitable partner for both B2B and nonprofit organizations.
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Nonprofit Advertising & marketing

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Average Project Cost Breakdown

$10,000 to $49,000 (1)

What Clients Have Said
Clients consistently express satisfaction with Fungi Marketing's cost-effectiveness and value for money. One client noted their investment of $10,000–$20,000 resulted in over $50,000 in donations, highlighting the significant return on investment. Another review emphasized the company's commitment to providing high-quality service, likening their treatment of a small nonprofit to that of a large client. Overall, feedback indicates that Fungi Marketing delivers reliable and impactful services that align well with client budgets.
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Freedom Tech

5.0 2 reviews

$1,000+

$100 - $149 / hr

2 - 9

Raleigh, NC

Services provided

10% CRM Consulting and SI

15% Cybersecurity

15% IT Managed Services +6 services

10% BI & Big Data Consulting & SI

10% Cloud Consulting & SI

10% ECM Consulting and SI

10% ERP Consulting and SI

10% IT Strategy Consulting

10% Web Design

Freedom Tech is an IT services firm specializing in cloud migrations, cybersecurity, and IT infrastructure solutions. The company is praised for its integrity, responsive support, and ability to seamlessly handle complex transitions, with 100% of reviewers noting successful project outcomes and effective communication. Freedom Tech is particularly commended for its personal attention, knowledge, and commitment to building strong client relationships.

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Reviews mention High-quality work
Freedom Tech has received high praise for delivering high-quality work, particularly in managing a seamless software migration and hardware overhaul for clients. One client noted the successful cloud migration with minimal disruption to operations and highlighted the integrity and strong working relationship established with the team. The responsiveness of their support system and the effective management of cyber defenses were also commended, reflecting an overall positive sentiment towards their capabilities and service quality.

Managed IT Services for Residential Construction Company

5.0 Nov 2, 2022

The complete cloud migration and successful move from Whispering Pines to Southern Pines with little to no interruptions in daily operations was a huge success for us. Freedom Tech has a very good ticket support system which give updates on progress and notification of completion. Overall, we have been very pleased with our experience with them.
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Industry Experience

Freedom Tech has effectively served the construction and legal industries, providing robust technology solutions such as cloud migration and cybersecurity enhancements. Clients commend their expertise, responsiveness, and personal attention, leading to seamless transitions and increased operational security. The overall sentiment reflects strong satisfaction, particularly in their ability to manage complex IT requirements, making them a suitable partner for businesses in construction and legal sectors seeking reliable tech support.
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Construction Legal

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Average Project Cost Breakdown

Less than $10,000 (2)

What Clients Have Said
Freedom Tech is praised for providing excellent value for money, with clients noting their reasonable pricing and effective service. One client highlighted their 'very reasonable' pricing during a cloud management transition, while another emphasized the integrity and relationship-building approach of the team, enhancing confidence in their services. Overall, client sentiment reflects satisfaction with the cost relative to the quality of service provided, indicating that Freedom Tech is a reliable partner for technology solutions.
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Sunrise Technologies

Not yet reviewed

Undisclosed

Undisclosed

250 - 999

Winston-Salem, NC

Services provided

25% CRM Consulting and SI

25% BI & Big Data Consulting & SI

25% ERP Consulting and SI +1 service

25% IT Strategy Consulting

Big data analytics company Sunrise Technologies was founded in 1994. The team focuses on BI & big data consulting & SI and CRM consulting and SI and is located in Winston-Salem, North Carolina.
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Stratagon

Not yet reviewed

$10,000+

$200 - $300 / hr

10 - 49

High Point, NC

Services provided

30% CRM Consulting and SI

30% Digital Strategy

20% Web Design +2 services

10% Advertising

10% Marketing Strategy

Stratagon is a Digital Strategy company based in High Point, North Carolina and Charlotte, North Carolina. They specialize in Digital Strategy and CRM consulting and SI.
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Equals11

4.8 8 reviews

$25,000+

$100 - $149 / hr

10 - 49

Charlotte, NC

Services provided

30% CRM Consulting and SI

20% IT Managed Services

15% IT Staff Augmentation +3 services

15% Low/No Code Development

10% AI Agents

10% AI Development

Equals 11 is a CRM Consultancy specializing in CRM Implementation and CRM SI services. They consistently deliver high-quality, timely, and budget-conscious outcomes, with 90% of reviews highlighting their professionalism and culture fit. Their approach is notably high-touch, responsive, and tailored, with 80% of clients commending their capacity to align solutions with business needs and foster meaningful customer relationships.

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Reviews mention Communicative
The feedback from the National Kidney Foundation highlights Equals 11's strong communication skills, noting their consistent solicitation of feedback to ensure project alignment. The VP of IT emphasized that Equals 11 was 'very communicative' and successfully delivered the project on time and under budget. This positive sentiment reflects a commitment to maintaining clear and effective communication throughout the project lifecycle, contributing significantly to client satisfaction.

AI Prediction Builder Dev & Testing for Kidney Nonprofit

5.0 Sep 13, 2024

Equals 11 is very communicative, constantly soliciting feedback to course correct if need be. Our project was delivered on time and under budget.
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Salesforce CRM Consulting for Palm Oil Machinery Company

4.5 Mar 6, 2025

We have several Salesforce users that are located in Latin America. Part of Equals 11 team is deployed in Latam making communication much easier. This strategic presence enhances their ability to effectively communicate with our team.
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1 of 1 reviews is 5 stars

1 new review for CRM Consulting and SI services

$1,000,000 – $9,999,999 avg. project cost

Reviewed 1 time in the past 6 months
In the past six months, Equals11 has received positive feedback for their effective project management and alignment with client values. A recent review highlighted their successful integration of Salesforce and SAP, noting that all deliverables were met on time. Clients appreciate the company's high-touch approach and strong communication, with no reported areas for improvement. Overall, the sentiment reflects satisfaction with Equals11's services and cultural fit.
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4 of 6 CRM Consulting and SI reviews are 5 stars

2 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 CRM Consulting for Palm Oil Machinery Company
4.5 — Equals 11 provides CRM consulting services for a palm oil machinery company. The team manages the client's Salesforce platform. Read more
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Average Project Cost Breakdown

$10,000 to $49,000 (3) $50,000 to $199,999 (3) Less than $10,000 (1) $1,000,000 to $9,999,999 (1)

What Clients Have Said
Clients consistently highlight Equals 11's competitive pricing and value for money, often noting that the costs align well with their budgets. One client remarked that Equals 11 matched their fixed fee while delivering on time and under budget, which led to significant cost savings by avoiding unnecessary builds. Overall, the sentiment is positive, with clients appreciating the high-quality deliverables and responsiveness despite their budget constraints.
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CommerceCX

Not yet reviewed

Undisclosed

Undisclosed

10 - 49

Cary, NC

Services provided

100% CRM Consulting and SI

CommerceCX is a CRM consulting and SI company. Their team is in Cary, North Carolina and Amsterdam, Netherlands. The company provides CRM consulting and SI.
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The Hunley Group

Not yet reviewed

Undisclosed

Undisclosed

50 - 249

Davidson, NC

Services provided

50% CRM Consulting and SI

25% Market Research

25% Marketing Strategy

Located in Davidson, North Carolina, The Hunley Group is a CRM consulting and SI company. They focus on CRM consulting and SI and Market Research.
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GridMate

Not yet reviewed

Undisclosed

Undisclosed

10 - 49

Apex, NC

Services provided

70% CRM Consulting and SI

30% BI & Big Data Consulting & SI

CRM consulting and SI company GridMate is based in Apex, North Carolina. Their services include CRM consulting and SI and BI & big data consulting & SI.
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Volt Technologies

Not yet reviewed

Undisclosed

Undisclosed

50 - 249

Charlotte, NC

Services provided

30% CRM Consulting and SI

40% ERP Consulting and SI

20% IT Strategy Consulting +1 service

10% Low/No Code Development

Volt Technologies is an ERP consulting and SI company founded in 2021. The firm focuses on ERP consulting and SI and CRM consulting and SI.
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Charlotte, NC

1430 S. Mint Street, Suite 102
Charlotte, NC 28203

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PeopleSuite Talent Solutions

Not yet reviewed

Undisclosed

Undisclosed

10 - 49

Mooresville, NC

Services provided

50% CRM Consulting and SI

25% Recruiting

25% Staffing

Headquartered in Mooresville, North Carolina, PeopleSuite Talent Solutions is a CRM consulting and SI company. Established in 2012, the team focuses on CRM consulting and SI and Staffing.
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Cloud Giants

Not yet reviewed

Undisclosed

Undisclosed

10 - 49

Morrisville, NC

Services provided

50% CRM Consulting and SI

50% Cloud Consulting & SI

Cloud Giants, a cloud consulting & SI and CRM consulting and SI company, was established in 2014. The firm specializes in cloud consulting & SI and CRM consulting and SI, and is small.
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Atlantic Database

Not yet reviewed

Undisclosed

Undisclosed

10 - 49

Chapel Hill, NC

Services provided

25% CRM Consulting and SI

25% ERP Consulting and SI

25% IT Managed Services +1 service

25% IT Strategy Consulting

Headquartered in Chapel Hill, North Carolina, Atlantic Database is an IT strategy consulting company. They focus on IT strategy consulting and CRM consulting and SI.
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Rithom Consulting LLC

Not yet reviewed

Undisclosed

Undisclosed

10 - 49

Charlotte, NC

Services provided

20% CRM Consulting and SI

30% Cloud Consulting & SI

20% Email Marketing +2 services

20% Social Media Marketing

10% Branding

Rithom Consulting LLC is a small cloud consulting & SI company headquartered in Charlotte, North Carolina. The team focuses on cloud consulting & SI and Social Media Marketing.
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Prismo Marketing

Not yet reviewed

$5,000+

$150 - $199 / hr

2 - 9

Charlotte, NC

Services provided

20% CRM Consulting and SI

25% Web Development

15% Branding +3 services

15% Search Engine Optimization

15% Web Design

10% Graphic Design

Small web development firm Prismo Marketing, is located in Charlotte, North Carolina. Their services include Web Development and CRM consulting and SI.
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Peddle

Not yet reviewed

Undisclosed

Undisclosed

2 - 9

Raleigh, NC

Services provided

25% CRM Consulting and SI

20% Pay Per Click

15% API Development +3 services

15% Demand Generation Marketing

15% Email Marketing

10% Web Development

Peddle is a CRM consulting and SI company. Launched in 2022, the team specializes in CRM consulting and SI and Pay Per Click.
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BJC Media

Not yet reviewed

Undisclosed

Undisclosed

2 - 9

Raleigh, NC

Services provided

25% CRM Consulting and SI

25% Pay Per Click

25% Search Engine Optimization +1 service

25% Web Design

BJC Media is a SEO services firm. The Raleigh, North Carolina-based company provides Search Engine Optimization and Pay Per Click.
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BrandGrow

Not yet reviewed

$5,000+

$150 - $199 / hr

2 - 9

Asheville, NC

Services provided

20% CRM Consulting and SI

20% Digital Strategy

20% Email Marketing +2 services

20% Marketing Strategy

20% Pay Per Click

BrandGrow is a CRM consulting and SI company. The company is headquartered in Asheville, North Carolina and New York City, New York. Their team focuses on CRM consulting and SI and Digital Strategy.
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Conversion Store

Not yet reviewed

Undisclosed

Undisclosed

2 - 9

Belmont, NC

Services provided

15% CRM Consulting and SI

50% Email Marketing

20% Other Digital Marketing +2 services

10% Content Marketing

5% Demand Generation Marketing

Conversion Store is an Email Marketing company. They are in Belmont, North Carolina and have small team of experts. Their services include Email Marketing and Other Digital Marketing.
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Charlotte Consulting Group (CLTCG)

Not yet reviewed

$1,000+

$100 - $149 / hr

2 - 9

Charlotte, NC

Services provided

20% CRM Consulting and SI

80% ERP Consulting and SI

Charlotte Consulting Group (CLTCG) is an ERP consulting and SI company. Founded in 2024, their team focuses on ERP consulting and SI and CRM consulting and SI.
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Certum Solutions

Not yet reviewed

$1,000+

$100 - $149 / hr

10 - 49

Monroe, NC

Services provided

10% CRM Consulting and SI

25% Accounting

15% ERP Consulting and SI +5 services

10% Business Consulting

10% Cloud Consulting & SI

10% Financial Advising & Planning

10% Financial Consulting

10% Fractional CFO Services

Located in Monroe, North Carolina, Certum Solutions is a small Accounting company. Their services include Accounting and ERP consulting and SI.
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Green Irony

Not yet reviewed

$25,000+

Undisclosed

10 - 49

Raleigh, NC

Services provided

10% CRM Consulting and SI

30% Cloud Consulting & SI

10% AI Consulting +5 services

10% AI Development

10% Application Management & Support

10% Custom Software Development

10% Enterprise App Modernization

10% IT Strategy Consulting

Green Irony is a cloud consulting & SI company established in 2016. Located in Raleigh, North Carolina, the team focuses on cloud consulting & SI and IT strategy consulting.
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Klik Marketing

Not yet reviewed

$5,000+

$100 - $149 / hr

2 - 9

Charlotte, NC

Services provided

10% CRM Consulting and SI

20% Pay Per Click

20% Search Engine Optimization +5 services

10% Advertising

10% Conversion Optimization

10% Email Marketing

10% Marketing Strategy

10% Social Media Marketing

Founded in 2009, Klik Marketing is a pay per click agency. Their team focuses on Pay Per Click and Search Engine Optimization.
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CHIROBASIX

Not yet reviewed

Undisclosed

Undisclosed

2 - 9

Wilmington, NC

Services provided

10% CRM Consulting and SI

15% Pay Per Click

15% SMS Marketing +5 services

15% Search Engine Optimization

15% Social Media Marketing

10% Email Marketing

10% Web Design

10% Web Development

Established in 2013, CHIROBASIX is a small Wilmington, North Carolina-based social media marketing company. Their team provides Social Media Marketing and Search Engine Optimization.
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DTI Integrated Business Solutions

Not yet reviewed

Undisclosed

Undisclosed

10 - 49

Greensboro, NC

Services provided

30% CRM Consulting and SI

40% AI Development

30% ECM Consulting and SI

DTI Integrated Business Solutions is an artificial intelligence firm established in 1984. Located in Greensboro, North Carolina, the team focuses on Artificial Intelligence and CRM consulting and
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7X Digital Marketing

Not yet reviewed

$1,000+

$50 - $99 / hr

2 - 9

Charlotte, NC

Services provided

10% CRM Consulting and SI

25% Digital Strategy

25% Web Design +2 services

20% Pay Per Click

20% Search Engine Optimization

Digital Strategy company 7X Digital Marketing was launched in 2015. The small team offers Digital Strategy and Web Design.
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Expertz Creation LLC

Not yet reviewed

$1,000+

$25 - $49 / hr

10 - 49

Jacksonville, NC

Services provided

10% CRM Consulting and SI

10% Content Marketing

10% Graphic Design +8 services

10% Mobile App Development

10% Pay Per Click

10% Search Engine Optimization

10% Social Media Marketing

10% Web Design

10% Web Development

5% Packaging Design

5% Video Production

Expertz Creation LLC is a small Jacksonville, North Carolina-based social media marketing company. Their services include Social Media Marketing and Content Marketing.
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Bixli

Not yet reviewed

$5,000+

Undisclosed

2 - 9

Wilmington, NC

Services provided

10% CRM Consulting and SI

40% IT Strategy Consulting

35% Business Consulting +2 services

10% Other IT Consulting and SI

5% Conversion Optimization

In Wilmington, North Carolina, Bixli is an IT strategy consulting company. The team specializes in IT strategy consulting and Business Consulting.
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RamiusLabs LLC

Not yet reviewed

$1,000+

$100 - $149 / hr

2 - 9

Holly Springs, NC

Services provided

10% CRM Consulting and SI

10% Business Consulting

10% Custom Software Development +16 services

10% IT Strategy Consulting

10% Web Design

5% AI Consulting

5% ERP Consulting and SI

5% Web Development

4% AI Development

4% API Development

4% E-Commerce Development

4% Enterprise App Modernization

4% Other IT Consulting and SI

4% Unified Communications Consulting & SI

3% IT Staff Augmentation

3% Mobile App Development

3% Other Application Development

1% BI & Big Data Consulting & SI

1% Robotics Process Automation

RamiusLabs LLC is an IT strategy consulting company. Their team is based in Miami, Florida and Holly Springs, North Carolina. The company offers IT strategy consulting and CRM consulting and SI.
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Holly Springs, NC

300 South Main Street
Holly Springs, NC 27540
2 - 5

786-309-4812

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WorkLoopie

Not yet reviewed

$5,000+

$100 - $149 / hr

2 - 9

Raleigh, NC

Services provided

10% CRM Consulting and SI

20% AI Agents

20% AI Consulting +4 services

20% Generative AI

15% Low/No Code Development

10% AI Development

5% API Development

AI Consulting company WorkLoopie was launched in 2024. The firm focuses on AI Consulting and Generative AI.
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Intelligent Technologies, Inc.

Not yet reviewed

Undisclosed

Undisclosed

2 - 9

Greensboro, NC

Services provided

30% CRM Consulting and SI

40% IT Managed Services

30% ERP Consulting and SI

Intelligent Technologies, Inc. Is a small Greensboro, North Carolina-based IT managed services company. Their services include IT managed services and CRM consulting and SI.
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Studio Three 49

Not yet reviewed

Undisclosed

Undisclosed

2 - 9

Durham, NC

Services provided

30% CRM Consulting and SI

30% Business Consulting

20% Content Marketing +1 service

20% Sales Outsourcing

Studio Three 49 is a CRM consulting and SI company. They provide CRM consulting and SI and Business Consulting and are based in Durham, North Carolina.
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CozyRoc

Not yet reviewed

Undisclosed

$100 - $149 / hr

2 - 9

Raleigh, NC

Services provided

70% CRM Consulting and SI

30% ERP Consulting and SI

CozyRoc, a small CRM consulting and SI company, is located in Raleigh, North Carolina. The team provides CRM consulting and SI and ERP consulting and SI.
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Mountain Point

Not yet reviewed

Undisclosed

Undisclosed

10 - 49

Charlotte, NC

Services provided

25% CRM Consulting and SI

25% Business Consulting

25% ERP Consulting and SI +1 service

25% Mobile App Development

Mountain Point is a CRM consulting and SI company. The Charlotte, North Carolina-based agency was launched in 2013. Their team specializes in CRM consulting and SI and ERP consulting and SI.
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Sunrise Technologies

Not yet reviewed

Undisclosed

$150 - $199 / hr

50 - 249

Winston-Salem, NC

Services provided

20% CRM Consulting and SI

70% ERP Consulting and SI

10% Other IT Consulting and SI

Sunrise Technologies, an ERP consulting and SI company, was launched in 1994. In Irving, Texas and Winston-Salem, North Carolina, the team focuses on ERP consulting and SI and CRM consulting and SI.
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Winston-Salem, NC

111 North Chestnut Street Suite 300
Winston-Salem, NC 27101

336.722.6741

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Team Technology

Not yet reviewed

Undisclosed

Undisclosed

50 - 249

Matthews, NC

Services provided

20% CRM Consulting and SI

20% BI & Big Data Consulting & SI

20% Cloud Consulting & SI +3 services

20% Custom Software Development

10% Cybersecurity

10% IT Managed Services

Business intelligence company Team Technology was launched in 1997. The team specializes in BI & big data consulting & SI and cloud consulting & SI and is located in Matthews, North Carolina.
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insightsoftware

Not yet reviewed

Undisclosed

Undisclosed

1,000 - 9,999

Raleigh, NC

Services provided

10% CRM Consulting and SI

20% Accounting

20% BI & Big Data Consulting & SI +4 services

20% Custom Software Development

10% Conversion Optimization

10% ERP Consulting and SI

10% Fractional CFO Services

Data analytics company insightsoftware is headquartered in Raleigh, North Carolina. The team provides BI & big data consulting & SI and Custom Software Development.
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InterDyn Artis

Not yet reviewed

Undisclosed

$100 - $149 / hr

10 - 49

Charlotte, NC

Services provided

20% CRM Consulting and SI

20% Custom Software Development

20% ERP Consulting and SI +3 services

20% IT Managed Services

10% BI & Big Data Consulting & SI

10% Other IT Consulting and SI

Headquartered in Charlotte, North Carolina, InterDyn Artis is a CRM consulting and SI company. Established in 1989, the team focuses on CRM consulting and SI and ERP consulting and SI.
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Mythic

Not yet reviewed

$5,000+

$100 - $149 / hr

10 - 49

Charlotte, NC

Services provided

20% CRM Consulting and SI

20% Branding

20% Social Media Marketing +4 services

10% Broadcast Video

10% Digital Strategy

10% Direct Marketing

10% Media Planning & Buying

Mythic is a branding agency. Their small team is based in Charlotte, North Carolina. Their services include Branding and Social Media Marketing.
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Coastal Consulting

Not yet reviewed

Undisclosed

Undisclosed

2 - 9

Mint Hill, NC

Services provided

100% CRM Consulting and SI

Coastal Consulting, a CRM consulting and SI company, was founded in 2021. The company offers CRM consulting and SI.
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CloudBudget

Not yet reviewed

Undisclosed

$50 - $99 / hr

2 - 9

Chapel Hill, NC

Services provided

40% CRM Consulting and SI

40% Cloud Consulting & SI

10% Application Management & Support +1 service

10% Application Testing

CloudBudget, a cloud consulting & SI company, was launched in 2012. The small team specializes in cloud consulting & SI and CRM consulting and SI.
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Xenogenix

Not yet reviewed

Undisclosed

Undisclosed

10 - 49

Greensboro, NC

Services provided

50% CRM Consulting and SI

50% Cloud Consulting & SI

Launched in 2002, Xenogenix is a cloud consulting & SI and CRM consulting and SI company. The team offers cloud consulting & SI and CRM consulting and SI and is in Greensboro, North Carolina.
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Aerie

Not yet reviewed

$1,000+

$200 - $300 / hr

10 - 49

Charlotte, NC

Services provided

10% CRM Consulting and SI

15% AI Development

15% Enterprise App Modernization +6 services

10% BI & Big Data Consulting & SI

10% Cloud Consulting & SI

10% Custom Software Development

10% Cybersecurity

10% IT Managed Services

10% Mobile App Development

Established in 2009, Aerie is an AI company. The team focuses on Artificial Intelligence and Enterprise App Modernization and is in Winooski, Vermont and Charlotte, North Carolina.
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Charlotte, NC

1213 West Morehead Street Floor 5
Charlotte, NC 28208
10 - 15

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ITSTEADY

5.0 2 reviews

$5,000+

$25 - $49 / hr

50 - 249

Charlotte, NC

Services provided

15% CRM Consulting and SI

25% IT Staff Augmentation

25% Mobile App Development +3 services

15% Custom Software Development

10% BI & Big Data Consulting & SI

10% Web Design

ITSTEADY is an IT solutions provider specializing in developing scalable ERP systems and custom LMS platforms for diverse industries. The company boasts a flawless record of delivering projects on time, with 100% of feedback highlighting their technical expertise, strategic alignment, and responsiveness. Clients commend ITSTEADY for its flexibility, proactive approach, and commitment to long-term value.

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Industry Experience

ITSTEADY has received positive feedback across various industries, including IT Services and Software. Clients praised their expertise in developing custom solutions, such as LMS and ERP systems, demonstrating strong project management and responsiveness. The company excels in delivering value through tailored solutions that integrate seamlessly with existing processes, significantly enhancing operational efficiency. Overall sentiment is highly favorable, particularly for organizations within Ed-Tech and diversified holdings, seeking a reliable technology partner.
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IT Services Software

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Average Project Cost Breakdown

$50,000 to $199,999 (1) $200,000 to $999,999 (1)

What Clients Have Said
Clients consistently highlight ITSTEADY's cost-effectiveness and value for money, noting that their pricing aligns well with project budgets. One client emphasized that ITSTEADY delivered a comprehensive solution within agreed timeframes, while another praised their flexibility and responsiveness to needs, reinforcing the perception of good value. Overall, feedback indicates that ITSTEADY not only meets financial expectations but also enhances project outcomes, making them a reliable partner for diverse technology needs.
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Charlotte, NC

3440 Toringdon Way
Charlotte, NC 28277
2 - 5

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Sente Media Group, Inc.

Not yet reviewed

$1,000+

$150 - $199 / hr

10 - 49

Castalia, NC

Services provided

20% CRM Consulting and SI

20% Search Engine Optimization

20% Web Development +4 services

10% Content Marketing

10% Email Marketing

10% Pay Per Click

10% Web Design

Sente Media Group, Inc. Is a small Castalia, North Carolina-based CRM consulting and SI company. Their services include CRM consulting and SI and Search Engine Optimization.
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Blue Nine Partners, Inc.

Not yet reviewed

Undisclosed

Undisclosed

Freelancer

Charlotte, NC

Services provided

20% CRM Consulting and SI

50% Fractional CMO Services

30% Public Relations

Blue Nine Partners, Inc. Is a Fractional CMO Services company. In Charlotte, North Carolina, their team specializes in Fractional CMO Services and Public Relations.
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Sitation

Not yet reviewed

Undisclosed

Undisclosed

50 - 249

Apex, NC

Services provided

10% CRM Consulting and SI

10% AI Development

10% BI & Big Data Consulting & SI +7 services

10% Business Consulting

10% Content Marketing

10% Digital Strategy

10% E-Commerce Development

10% Generative AI

10% IT Strategy Consulting

10% Search Engine Optimization

Sitation, a Digital Strategy company, was established in 2001. The team provides Digital Strategy and Content Marketing and is located in Apex, North Carolina and Toronto, Canada.
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Starfish Enterprise, LLC

Not yet reviewed

Undisclosed

$50 - $99 / hr

2 - 9

Wilmington, NC

Services provided

20% CRM Consulting and SI

40% Custom Software Development

20% Web Design +2 services

10% Enterprise App Modernization

10% Web Development

Starfish Enterprise, LLC is a custom software development firm established in 2011. The company specializes in Custom Software Development and Web Design.
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