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Top CRM Consultants in North Carolina

Ratings Updated: May 19, 2026

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Featured

What are Featured Providers?

Set2Close

5.0 96 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, 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.

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24 of 24 reviews are 5 stars

24 new reviews for CRM Consulting and SI services

Less than $10,000 avg. project cost

Reviewed 24 times in the past 6 months
In the last six months, Set2Close received consistently positive feedback for their expertise in HubSpot implementation and training. Clients highlighted their responsiveness and personalized support, noting significant improvements in workflow efficiency and CRM utilization. For instance, one client praised Jeremy's ability to simplify complex processes, while another emphasized the effective training sessions that tailored solutions to their specific needs. Overall, sentiment towards Set2Close is highly favorable, with many clients expressing eagerness for ongoing collaboration.
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72 of 77 CRM Consulting and SI reviews are 5 stars

25 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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Average Project Cost Breakdown

Less than $10,000 (68) $10,000 to $49,000 (7) $50,000 to $199,999 (2)

What Clients Have Said
Clients consistently highlight Set2Close's competitive pricing and exceptional value for money, often noting that the services provided exceeded their expectations. Multiple reviews mention that the pricing fit their budgets while delivering high-quality training and support. One client stated, "Set 2 Close helped us with sales pipeline consulting, lead generation, and multi-channel prospecting education, and business development,” emphasizing the comprehensive nature of the services provided at a reasonable cost. Overall, sentiment is overwhelmingly positive regarding the balance of cost and value.
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More responsive than most other service providers

Set2Close is responsive
They are a great candidate to start a conversation with. Send them a short message or project inquiry.
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Peeklogic, LLC

5.0 97 reviews
Premier Verified

$1,000+

$25 - $49 / hr

50 - 249

Serves North Carolina

Services provided

85% CRM Consulting and SI

14% Low/No Code Development

1% Custom Software Development

Peeklogic, LLC is a CRM Consultancy specializing in CRM Integration and CRM Systems Integration, with a strong focus on Salesforce solutions. Across their reviews, 100% of clients commend their project management and responsiveness, while 80% highlight their ability to streamline workflows and improve efficiency. Clients frequently note their excellent communication skills and solution-oriented approach. Feedback indicates no significant areas for improvement.

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Reviews mention Creative
Clients have praised Peeklogic, LLC for their exceptional creativity in addressing complex requirements, often finding innovative solutions tailored to their specific needs. One client noted the team's talent for implementing evolving ideas and feedback, emphasizing their responsiveness and ability to deliver on time. The overall sentiment reflects high satisfaction with the creative approach and technical expertise demonstrated throughout the project, contributing to a positive experience.

Mobile App Development for Financial Consulting Company

5.0 Aug 19, 2025

Their team is exceptionally skilled and knowledgeable, with a talent for taking our complex requirements and finding creative ways to meet them.
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17 of 18 reviews are 5 stars

13 new reviews for CRM Consulting and SI services

$10,000 – $49,000 avg. project cost

Reviewed 18 times in the past 6 months
Recent client feedback for Peeklogic, LLC highlights a consistent pattern of excellence in project management and responsiveness. Clients noted significant improvements in operational efficiency, with one stating they saved 10-15 hours of work weekly. Another praised the seamless integration of Salesforce, emphasizing their strong communication and adaptability. Overall, sentiment is overwhelmingly positive, with clients expressing satisfaction and recommending Peeklogic for their expertise and reliable delivery of services.
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Industry Experience

Peeklogic, LLC has demonstrated expertise across various industries, including Manufacturing, Medical, Hospitality, Information Technology, Financial Services, and Legal. Feedback highlights their strengths in Salesforce integration, customization, and project management. Clients commend their responsiveness and ability to adapt solutions to specific needs, leading to improved operational efficiency and streamlined workflows. Overall sentiment is positive, especially in Financial Services and Medical sectors, making them a strong choice for organizations seeking robust Salesforce solutions.
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Telecommunications IT Services Advertising & marketing Real estate Software Consumer products & services Education Chemicals & Biotechnology Transportation Arts, entertainment & music Retail Nonprofit Consumer Products Automotive Business services Manufacturing Other industries Non-profit Consulting Healthcare Financial services Legal Construction Information technology Hospitality & leisure Medical

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United States (57) Canada (9) Switzerland (5) Germany (2) Israel (1) India (1) Australia (1) South Korea (1) Mexico (1) Norway (1) Guatemala (1) United Arab Emirates (1) France (1) England (1)

This provider is fluent in 3 languages:

English

Spanish

Ukrainian

This provider is available in 6 time zones:

Greenwich Mean Time (GMT)

Central European Time (CET)

Central Standard Time (CST)

Eastern Standard Time (EST)

Pacific Standard Time (PST)

Mountain Standard Time (MST)

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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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1 of 1 reviews is 5 stars

1 new review for CRM Consulting and SI services

$10,000 – $49,000 avg. project cost

Reviewed 1 time in the past 6 months
In recent reviews, clients have expressed high satisfaction with CloudMasonry's expertise and project management. Notably, a Director of Sales Operations highlighted Ishan's extensive knowledge and ability to streamline their lead conversion process, resulting in improved data reporting. The company's timely delivery and responsive communication have been consistently praised, with no significant areas for improvement identified by clients. Overall, the sentiment reflects a strong recommendation based on successful project outcomes.
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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 Pharmaceuticals

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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 59 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 consulting services, particularly with HubSpot. The company has received overwhelmingly positive feedback, with 100% of reviewers highlighting their professionalism, responsiveness, and expertise in CRM systems integration. Clients consistently praise their attention to detail and ability to deliver projects on time, making them a preferred choice for CRM-related projects.

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14 of 15 reviews are 5 stars

13 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, clients have consistently praised INSIDEA for their exceptional project management, responsiveness, and deep expertise in HubSpot implementation. For instance, a marketing manager noted the team's collaborative approach and ability to simplify complex concepts, while an account executive highlighted their stellar attention to detail and timely deliverables. Overall sentiment is overwhelmingly positive, with clients expressing satisfaction and confidence in recommending INSIDEA for similar projects.
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39 of 40 CRM Consulting and SI reviews are 5 stars

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

Less than $10,000 avg. project cost

CRM Consulting and SI PROJECT HIGHLIGHT

CRM Consulting & Implementation for Gas Company
5.0 — INSIDEA provided HubSpot implementation services for a renewable natural gas company. The team customized the CRM according to the client's needs. Read more
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United States (35) 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 Knowledgeable
C5 Insight has received consistently positive feedback regarding their knowledge and professionalism. Clients note their deep understanding of complex systems like Salesforce and Microsoft Dynamics, emphasizing their ability to adapt to specific business needs. One client highlighted the exceptional expertise of their technical support resource, Jason Stefanacci, praising his innovative ideas and flexibility. Overall, the sentiment surrounding C5 Insight is highly favorable, with clients expressing satisfaction and confidence in their capabilities over long-term partnerships.

Employee Engagement CRM Consulting

5.0 May 8, 2013

They’re very professional. They’re very knowledgeable. Everybody that I have interacted with at C5 has been very professional, articulate, and interested only in what is best for us. It doesn’t matter whether I’m dealing with management folks or our tech support resources.
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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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Reviews mention Reasonable pricing
Clients consistently commend Computan for their reasonable pricing and value for money. One client noted, "their services are a great value for my investment," while another highlighted their "upfront" communication about costs, emphasizing that Computan's rates were particularly reasonable given their humanitarian mission. Overall, the sentiment reflects satisfaction with Computan's pricing structure, with clients feeling they receive high-quality services without excessive costs.

Shopify Migration for Dietary Supplements & Wellness Company

5.0 Apr 13, 2022

Computan is solution-oriented and executes projects efficiently. Also, their services are a great value for my investment.
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Website Revamp & Redesign for Purchasing & Consulting Firm

5.0 Apr 6, 2022

They were upfront when telling us about costs, and their resources were reasonable when it came to staying within our allocated budget. Moreover, the team stayed on track; they made sure that our team stayed on point to meet the deadlines we were setting for the project.
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Backend Dev/IT Consulting for Nonprofit Organization

5.0 Aug 28, 2019

Their prices also cannot be beaten; we are charged even more reasonable rates because of our humanitarian mission. We’ve stuck with Computan over the years because we’ve never felt the need to look elsewhere.
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Landing Page Design for Custom Promotions Site

5.0 Oct 11, 2018

I valued the ability to get what I envisioned at an affordable rate. They were professional through the process and performed consistently. Their team knew exactly how to accomplish the complex work, but also respected my skills in the industry.
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Industry Experience

Computan demonstrates strong expertise across various industries, including Healthcare, IT Services, Advertising & Marketing, Education, Beauty & Cosmetics, and more. Clients commend their ability to manage complex web development projects, deliver timely solutions, and enhance website performance. The overall sentiment is positive, with particular praise for their adaptability, communication, and ability to handle urgent requests. Organizations in need of reliable web development, integration, and digital marketing support would find Computan a suitable partner.
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Healthcare IT Services Advertising & marketing Education Beauty & Cosmetics Wellness & Fitness Software Logistics & Supply Chain Business services Media Consulting Manufacturing Telecommunications Research Other Industry Hospitality & leisure Automotive Nonprofit Information technology

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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 consistently praise Computan for their cost-effectiveness and the value they provide. One client noted that their pricing fit within budget constraints, highlighting good value for the cost. Another remarked that Computan's work quality for the price is unmatched compared to other agencies. Overall, feedback indicates that Computan delivers high-quality results while maintaining reasonable pricing, with many clients expressing satisfaction with the return on investment and the efficiency of their services.
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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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8 of 8 CRM Consulting and SI reviews are 5 stars

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

$10,000 – $49,000 avg. project cost

CRM Consulting and SI PROJECT HIGHLIGHT

HubSpot Implementation for Solar Design & Installation Firm
5.0 — SOLARINBOUND has implemented HubSpot as the CRM system of a solar design and installation firm. The team has configured HubSpot, created sales and operations pipelines, and set up marketing Read more
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Average Project Cost Breakdown

$10,000 to $49,000 (3)

What Clients Have Said
Clients consistently highlight Solar Inbound's competitive pricing and excellent value for money. For instance, one CTO noted that their pricing fit the budget while providing good value for cost. Similarly, a Solutions Architect emphasized the company's alignment with their financial expectations, stating it was a key factor in their selection. Overall, feedback indicates strong satisfaction with the cost-effectiveness of their services, with no significant complaints regarding pricing or value.
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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 Puts the customer first
Fungi Marketing consistently prioritizes client needs, as evidenced by their tailored approach to a medical nonprofit's website development and maintenance. Clients appreciate their respectful treatment, likening their service to 'red-carpet treatment' despite being a small organization. They provide insightful recommendations and effectively guide clients with limited knowledge. One client noted, 'They treat us like a big client,' reflecting overall positive sentiment regarding customer-first values.

Web Development for Medical Nonprofit Organization

5.0 Oct 18, 2022

Since we have limited knowledge and funds, they’re great at recommending what’s best for us. If we have to choose between two things, they give us a list of what we could do later or what needs to be addressed quicker. Overall, Fungi Marketing is a great partner, and they treat us like a big client. They treat us with respect. Although we’re a small nonprofit, we’ve gotten a red-carpet service. Moreover, Fungi Marketing is responsive and acknowledges our limited knowledge in the field.
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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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Premier Marketing

4.8 2 reviews

$1,000+

Undisclosed

10 - 49

Charlotte, NC

Services provided

10% CRM Consulting and SI

10% Advertising

10% Branding +7 services

10% Email Marketing

10% Market Research

10% Pay Per Click

10% Search Engine Optimization

10% Social Media Marketing

10% UX/UI Design

10% Web Design

Premier Marketing is a comprehensive digital marketing firm specializing in website development, SEO, and content optimization. Reviews indicate a high satisfaction rate, with 100% positive feedback highlighting their professionalism, creativity, and effective project management. Approximately 50% of reviewers emphasize the alignment of company values and their impressive deliverables, contributing to successful project outcomes.

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Reviews mention Great project management
Clients have praised Premier Marketing for their exceptional project management, noting that their project managers consistently met benchmarks and delivered on time. One CEO highlighted their competence and responsiveness, stating, 'Premier Marketing's project managers are top-notch and have been on top of every benchmark throughout the project.' Overall, the sentiment reflects a strong appreciation for the team's professionalism and ability to exceed expectations.

Website & Email Capture System Dev for Humor Options Company

5.0 Jan 25, 2024

Premier Marketing's project managers are top-notch and have been on top of every benchmark throughout the project. They are highly competent and wonderful people to work with.
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Industry Experience

Premier Marketing has demonstrated expertise across the Business Services and Education sectors, earning positive feedback for their creativity, professionalism, and effective project management. Clients noted significant improvements in website performance, SEO traffic, and lead generation, highlighting their strong focus on meeting specific goals. Overall, the sentiment is very positive, suggesting they are well-suited for projects requiring engaging web development and strategic digital marketing solutions.
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Business services Education

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Average Project Cost Breakdown

$10,000 to $49,000 (2)

What Clients Have Said
Clients have expressed satisfaction with Premier Marketing's cost-effectiveness and overall value. One CEO highlighted that their pricing fit well within their budget and noted the 'good value for cost.' Another client emphasized timely delivery and strategic action steps, contributing to a positive return on investment. Overall, feedback indicates that Premier Marketing delivers quality services at competitive prices, aligning well with client expectations.
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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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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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Industry Experience

Equals 11 has demonstrated expertise across various industries, including healthcare, logistics, manufacturing, and education. Clients praised their responsiveness, structured project management, and the ability to tailor solutions to specific organizational needs. Sentiment is positive across the board, with notable achievements in process automation for healthcare, SaaS integration for logistics, and Salesforce optimization for educational institutions, indicating a strong fit for companies seeking CRM and process improvement solutions.
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Pharmaceuticals Other Industry Nonprofit Engineering Education Consulting Manufacturing Logistics & Supply Chain

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Miami, Florida (2) Charlotte, North Carolina (2) Raleigh, North Carolina (1) The Woodlands, Texas (1) New York City, New York (1) Manassas, Virginia (1)

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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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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

Cape Fear, 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 social media marketing company. The company 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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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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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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DataClarity Corporation

Not yet reviewed

$10,000+

$100 - $149 / hr

50 - 249

Raleigh, NC

Services provided

20% CRM Consulting and SI

40% BI & Big Data Consulting & SI

20% Application Management & Support +1 service

20% Cloud Consulting & SI

Big data company DataClarity Corporation offers BI & big data consulting & SI and cloud consulting & SI. They were launched in 1999.
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Elevate-X Consulting Group

Not yet reviewed

$25,000+

$200 - $300 / hr

Freelancer

Denver, NC

Services provided

20% CRM Consulting and SI

30% Business Consulting

20% Marketing Strategy +3 services

10% Account-Based Marketing

10% Demand Generation Marketing

10% IT Strategy Consulting

Elevate-X Consulting Group, a small Business Consulting company, is located in Denver, North Carolina. The team offers Business Consulting and Marketing Strategy.
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