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Top CRM Consultants in North Carolina

Ratings Updated: April 3, 2026
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5 Leaders 15 Contenders

63 Companies

Country: United States
State: North Carolina
Services: CRM Consulting and SI

List of the Top North Carolina CRM Companies

  • Featured

    What are Featured Providers?

    Set2Close Logotype

    Set2Close

    5.0 92 reviews
    Premier Verified
    $5,000+
    $200 - $300 / hr
    10 - 49
    Serves North Carolina

    Services provided

    80% CRM Consulting and SI
    20% Business Consulting

    Set2Close is a CRM Consultancy company specializing in CRM services and Systems Integration, particularly with HubSpot. The reviews reflect a 100% positive sentiment, highlighting their expertise in CRM implementation and personalized support. Clients frequently praise their responsiveness and ability to tailor solutions, with 90% of reviews mentioning effective communication and project management.

    See all 92 projects

    Reviews mention Communicative

    Clients consistently praised Set2Close for their exceptional communication skills, noting timely responses and clear, effective interactions. For instance, one client highlighted their project manager's 'outstanding' communication and the team's accessibility, which contributed to a smooth onboarding process. Another client emphasized the promptness of responses and the informative nature of meetings, expressing satisfaction with the overall communication. The sentiment surrounding Set2Close's communicative approach is overwhelmingly positive, reflecting their commitment to client engagement and support.
    • Sales Recruitment & Digital Marketing for Pest Control Co.
      5.0 Dec 15, 2022

      Set 2 Close structured a concise plan, communicated the progress consistently, and was always accessible to answer any questions. They continue to be a resource in developing our program and refining our tools.

      Read Full Review
    • Sales Process Automation for SaaS Platform
      5.0 Dec 15, 2022

      The workflow and communication between their team and ours have been air tight so far.

      Read Full Review
    • B2B Lead Gen for Consulting & Technology Services Company
      4.5 Aug 26, 2022

      Frequent, effective communication quickly through messaging and weekly alignment calls. The S2C team always made themselves available and were very responsive.

      Read Full Review
    • Sales Management & Marketing for Chemical Distribution Firm
      4.5 Jun 28, 2022

      We had regular meetings and check-ins that were well organized with clear objectives. There was clear communication and they integrated into our processes easily.

      Read Full Review
    • CRM Consulting & SI for Design-Build Company
      5.0 Feb 11, 2025

      The company's project management was characterized by prompt communications and flexible scheduling. They provided key pointers and prompt responses to questions, ensuring that all client needs were effectively addressed. The primary forms of communication with Set 2 Close included virtual meetings and email or messaging apps, facilitating efficient and clear exchanges of information.

      Read Full Review
    Read All Reviews
    23 of 23 reviews are 5 stars
    23 new reviews for CRM Consulting and SI services
    Less than $10,000 avg. project cost

    Reviewed 23 times in the past 6 months

    Recent client feedback for Set2Close highlights their exceptional responsiveness and expertise in HubSpot implementation. Clients praised their tailored training and support, noting specific instances such as a successful CRM rollout for StaffingOS® that improved pipeline visibility and reduced manual tasks. Overall, sentiment is overwhelmingly positive, with clients emphasizing the value of personalized assistance and effective project management, consistently recommending Set2Close for businesses seeking to optimize their CRM processes.
    Read 23 Recent Reviews

    More responsive than most other service providers

    Set2Close is very responsive

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

    View projects from:

    United States (65) Canada (19) Bulgaria (1)
    View Profile Visit Website
    CloudMasonry Logotype

    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.

    See all 15 projects

    Reviews mention Creative

    Clients have consistently praised CloudMasonry for their creative approach and effective communication throughout projects. One client highlighted Hunter's expertise, stating he was an 'amazing resource' and praised the team's ability to quickly implement feedback. The original dashboard developed was described as 'the perfect fit,' showcasing the firm's understanding of client needs. Overall, the sentiment is highly positive, with clients expressing satisfaction with the creative solutions provided and the collaborative nature of the process.
    • Salesforce Consulting for Cannabis Marketplace Platform
      5.0 Feb 26, 2020

      From a professional and creative perspective, Hunter stands out. He has over seven years of experience with Salesforce, and as someone with none, he was an amazing resource to me. He consulted me on how to use it and how it could work with our business model.

      Read Full Review
    Read All Reviews
    6 of 6 CRM Consulting and SI reviews are 5 stars
    1 new review for CRM Consulting and SI in past 6 months
    $50,000 – $199,999 avg. project cost

    CRM Consulting and SI PROJECT HIGHLIGHT

    CRM Consulting & SI for Pharmaceutical Consulting Firm

    5.0 — A pharmaceutical consulting firm hired CloudMasonry to digitize their lead conversion process using Pardot. The team also helped the client switch from email alerts to Salesforce for lead Read more
    Read 6 Reviews

    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.

    Read All Reviews

    Select Industry to see insights

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

    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 CloudMasonry's excellent value for money, highlighting their competitive pricing and high-quality service. One client remarked on their 'good value for cost,' while another emphasized that CloudMasonry 'fit our budget' without compromising on expertise. Overall, sentiments are overwhelmingly positive, with many clients praising their ability to deliver projects on time and on budget, further affirming the company's commitment to providing substantial value.
    Read All Reviews
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  • CHIROBASIX Logotype

    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.

    Read more
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  • Broadstreet Marketing Logistics Logotype

    Not yet reviewed

    Undisclosed
    Undisclosed
    10 - 49
    Winston-Salem, NC

    Services provided

    20% CRM Consulting and SI
    20% E-Commerce Development
    15% Email Marketing +4 services
    15% Mobile & App Marketing
    10% Pay Per Click
    10% Search Engine Optimization
    10% Social Media Marketing

    Broadstreet Marketing Logistics is a Winston-Salem, North Carolina-based CRM consulting and SI company. The team specializes in CRM consulting and SI and E-Commerce Development.

    Read more
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  • Inveniv Logotype

    Not yet reviewed

    Undisclosed
    Undisclosed
    2 - 9
    Cary, NC

    Services provided

    20% CRM Consulting and SI
    50% Branding
    20% Call Center Services +1 service
    10% UX/UI Design

    Inveniv, a small branding agency, is based in Cary, North Carolina. Their services include Branding and CRM consulting and SI.

    Read more
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  • New Era Consulting Group Logotype

    Not yet reviewed

    Undisclosed
    Undisclosed
    2 - 9
    Durham, NC

    Services provided

    20% CRM Consulting and SI
    20% Corporate Training & Coaching
    20% Executive Search +2 services
    20% Recruitment Process Outsourcing
    20% Staffing

    Established in 2018, New Era Consulting Group is a small CRM consulting and SI company. Their team offers CRM consulting and SI and Corporate Training & Coaching.

    Read more
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  • Echo IT Consulting Logotype

    Not yet reviewed

    Undisclosed
    Undisclosed
    2 - 9
    Raleigh, NC

    Services provided

    20% CRM Consulting and SI
    20% AI Development
    20% Application Testing +3 services
    20% Cloud Consulting & SI
    10% Cybersecurity
    10% DevOps Managed Services

    Echo IT Consulting is a cloud consulting & SI company located in Raleigh, North Carolina. They provide cloud consulting & SI and CRM consulting and SI.

    Read more
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  • Delivered Fresh Marketing, LLC Logotype

    Not yet reviewed

    Undisclosed
    Undisclosed
    2 - 9
    Huntersville, NC

    Services provided

    20% CRM Consulting and SI
    40% Market Research
    20% Content Marketing +1 service
    20% Video Production

    Launched in 2018, Delivered Fresh Marketing, LLC is a Market Research company. The team focuses on Market Research and Content Marketing and is headquartered in Huntersville, North Carolina.

    Read more
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  • deviateMEDIA Logotype

    Not yet reviewed

    Undisclosed
    Undisclosed
    2 - 9
    Wilmington, NC

    Services provided

    20% CRM Consulting and SI
    20% Search Engine Optimization
    20% Social Media Marketing +2 services
    20% Video Production
    20% Web Design

    SEO company deviateMEDIA is located in Wilmington, North Carolina. They offer Search Engine Optimization and Mobile App Development.

    Read more
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  • Infomerica, Inc Logotype

    Not yet reviewed

    Undisclosed
    Undisclosed
    50 - 249
    Cary, NC

    Services provided

    10% CRM Consulting and SI
    10% API Development
    10% Cloud Consulting & SI +7 services
    10% Custom Software Development
    10% DevOps Managed Services
    10% Digital Strategy
    10% ERP Consulting and SI
    10% IoT Development
    10% Mobile App Development
    10% Robotics Process Automation

    Infomerica, Inc is a Digital Strategy company. The team provides Digital Strategy and cloud consulting & SI, and the company is based in Hyderabad, India and Cary, North Carolina.

    Read more

    Cary, NC

    252 Towne Village Dr
    Cary, NC 27513

    21 - 30

    919.655.0800

    See All Locations (2)
    View Profile
  • MS Digital Solutions, LLC Logotype

    Not yet reviewed

    Undisclosed
    Undisclosed
    Freelancer
    Mooresville, NC

    Services provided

    15% CRM Consulting and SI
    20% Search Engine Optimization
    20% Web Development +3 services
    15% Content Marketing
    15% Email Marketing
    15% IT Managed Services

    MS Digital Solutions, LLC is a SEO services firm. The company is based in Mooresville, North Carolina. Their team specializes in Search Engine Optimization and Web Development.

    Read more
    View Profile
  • Super Distros LLC Logotype

    Not yet reviewed

    Undisclosed
    Undisclosed
    Freelancer
    Arden, NC

    Services provided

    10% CRM Consulting and SI
    20% Web Development
    10% API Development +6 services
    10% Blockchain
    10% Branding
    10% Content Marketing
    10% Search Engine Optimization
    10% UX/UI Design
    10% Web Design

    Super Distros LLC is a website development company. Their team is headquartered in Arden, North Carolina and provides Web Development and Branding.

    Read more
    View Profile
  • 3Bug Media Logotype

    Not yet reviewed

    Undisclosed
    Undisclosed
    Freelancer
    Matthews, NC

    Services provided

    10% CRM Consulting and SI
    20% Pay Per Click
    20% Search Engine Optimization +4 services
    20% Social Media Marketing
    10% Email Marketing
    10% Marketing Strategy
    10% Sales Outsourcing

    Launched in 2008, 3Bug Media is a small social media marketing agency based in Matthews, North Carolina. Their team provides Social Media Marketing and Search Engine Optimization.

    Read more
    View Profile
  • Belitsoft Software Development Company Logotype

    Not yet reviewed

    Undisclosed
    Undisclosed
    50 - 249
    Durham, NC

    Services provided

    10% CRM Consulting and SI
    10% AI Development
    10% Back Office Outsourcing +10 services
    10% Cloud Consulting & SI
    10% Custom Software Development
    10% ERP Consulting and SI
    10% IT Managed Services
    10% Mobile App Development
    10% Web Design
    5% Web Development
    3% IT Strategy Consulting
    1% BI & Big Data Consulting & SI
    1% UX/UI Design

    Cloud consulting & SI company Belitsoft Software Development Company is based in Warszawa, Poland and Durham, North Carolina. The team focuses on cloud consulting & SI and CRM consulting and SI.

    Read more

    Durham, NC

    303 S Roxboro St
    Durham, NC 27701

    (917) 410-57-57

    See All Locations (2)
    View Profile
  • Melon Logotype

    Not yet reviewed

    Undisclosed
    Undisclosed
    10 - 49
    Apex, NC

    Services provided

    20% CRM Consulting and SI
    25% Digital Strategy
    25% UX/UI Design +2 services
    15% Branding
    15% Content Marketing

    Melon is a Digital Strategy company. The company is located in Chicago, Illinois and Apex, North Carolina. Their team offers Digital Strategy and UX/UI Design.

    Read more

    Apex, NC

    126 N Salem St, Apex
    Apex, NC 27502

    See All Locations (3)
    View Profile

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1 C5 Insight
2 Solar Inbound
3 Fungi Marketing
4 Premier Marketing
5 Freedom Tech

List of the Top 5 North Carolina CRM Companies

  1. C5 Insight Logotype

    C5 Insight

    Undisclosed
    $150 - $199 / hr
    10 - 49
    Charlotte, NC

    Ability to deliver

    28/40.0
    16.2/20 Reviews
    2.1/10 Clients & Experience
    9.7/10 Market Presence

    Service focus

    55% CRM Consulting and SI
    45% Other
    View Profile Visit Website
  2. Solar Inbound Logotype

    Solar Inbound

    $25,000+
    $200 - $300 / hr
    10 - 49
    Durham, NC

    Ability to deliver

    22.4/40.0
    17.8/20 Reviews
    0/10 Clients & Experience
    4.6/10 Market Presence

    Service focus

    50% CRM Consulting and SI
    50% Other
    View Profile Visit Website
  3. Fungi Marketing Logotype

    Fungi Marketing

    Undisclosed
    Undisclosed
    10 - 49
    Greensboro, NC

    Ability to deliver

    23.9/40.0
    16.2/20 Reviews
    2.4/10 Clients & Experience
    5.3/10 Market Presence

    Service focus

    15% CRM Consulting and SI
    85% Other
    View Profile Visit Website
  4. Premier Marketing Logotype

    Premier Marketing

    $1,000+
    Undisclosed
    10 - 49
    Charlotte, NC

    Ability to deliver

    22.9/40.0
    15.8/20 Reviews
    2.1/10 Clients & Experience
    5/10 Market Presence

    Service focus

    10% CRM Consulting and SI
    90% Other
    View Profile Visit Website
  5. Freedom Tech Logotype

    Freedom Tech

    $1,000+
    $100 - $149 / hr
    2 - 9
    Raleigh, NC

    Ability to deliver

    23.1/40.0
    16.2/20 Reviews
    1.7/10 Clients & Experience
    5.2/10 Market Presence

    Service focus

    10% CRM Consulting and SI
    90% Other
    View Profile Visit Website
  6. Sunrise Technologies Logotype

    Sunrise Technologies

    Undisclosed
    Undisclosed
    250 - 999
    Winston-Salem, NC

    Ability to deliver

    5.6/40.0
    0/20 Reviews
    0/10 Clients & Experience
    5.6/10 Market Presence

    Service focus

    25% CRM Consulting and SI
    75% Other
    View Profile Visit Website
  7. Stratagon Logotype

    Stratagon

    $10,000+
    $200 - $300 / hr
    10 - 49
    High Point, NC

    Ability to deliver

    8.2/40.0
    0/20 Reviews
    2.9/10 Clients & Experience
    5.3/10 Market Presence

    Service focus

    30% CRM Consulting and SI
    70% Other
    View Profile Visit Website
  8. Equals11 Logotype

    Equals11

    $25,000+
    $100 - $149 / hr
    10 - 49
    Charlotte, NC

    Ability to deliver

    33.8/40.0
    17.2/20 Reviews
    10/10 Clients & Experience
    6.6/10 Market Presence

    Service focus

    30% CRM Consulting and SI
    70% Other
    View Profile Visit Website
  9. CommerceCX Logotype

    CommerceCX

    Undisclosed
    Undisclosed
    10 - 49
    Cary, NC

    Ability to deliver

    0/40.0
    0/20 Reviews
    0/10 Clients & Experience
    0/10 Market Presence

    Service focus

    100% CRM Consulting and SI
    View Profile Visit Website
  10. The Hunley Group Logotype

    The Hunley Group

    Undisclosed
    Undisclosed
    50 - 249
    Davidson, NC

    Ability to deliver

    0/40.0
    0/20 Reviews
    0/10 Clients & Experience
    0/10 Market Presence

    Service focus

    50% CRM Consulting and SI
    50% Other
    View Profile Visit Website
  11. GridMate Logotype

    GridMate

    Undisclosed
    Undisclosed
    10 - 49
    Apex, NC

    Ability to deliver

    0/40.0
    0/20 Reviews
    0/10 Clients & Experience
    0/10 Market Presence

    Service focus

    70% CRM Consulting and SI
    30% Other
    View Profile Visit Website
  12. Volt Technologies Logotype

    Volt Technologies

    Undisclosed
    Undisclosed
    50 - 249
    Charlotte, NC

    Ability to deliver

    5.2/40.0
    0/20 Reviews
    0/10 Clients & Experience
    5.2/10 Market Presence

    Service focus

    30% CRM Consulting and SI
    70% Other
    View Profile Visit Website
  13. PeopleSuite Talent Solutions Logotype

    PeopleSuite Talent Solutions

    Undisclosed
    Undisclosed
    10 - 49
    Mooresville, NC

    Ability to deliver

    0/40.0
    0/20 Reviews
    0/10 Clients & Experience
    0/10 Market Presence

    Service focus

    50% CRM Consulting and SI
    50% Other
    View Profile Visit Website
  14. Cloud Giants Logotype

    Cloud Giants

    Undisclosed
    Undisclosed
    10 - 49
    Morrisville, NC

    Ability to deliver

    0/40.0
    0/20 Reviews
    0/10 Clients & Experience
    0/10 Market Presence

    Service focus

    50% CRM Consulting and SI
    50% Other
    View Profile Visit Website
  15. Atlantic Database Logotype

    Atlantic Database

    Undisclosed
    Undisclosed
    10 - 49
    Chapel Hill, NC

    Ability to deliver

    5.2/40.0
    0/20 Reviews
    0/10 Clients & Experience
    5.2/10 Market Presence

    Service focus

    25% CRM Consulting and SI
    75% Other
    View Profile Visit Website
  16. Rithom Consulting LLC Logotype

    Rithom Consulting LLC

    Undisclosed
    Undisclosed
    10 - 49
    Charlotte, NC

    Ability to deliver

    5.2/40.0
    0/20 Reviews
    0/10 Clients & Experience
    5.2/10 Market Presence

    Service focus

    20% CRM Consulting and SI
    80% Other
    View Profile Visit Website
  17. Prismo Marketing Logotype

    Prismo Marketing

    $5,000+
    $150 - $199 / hr
    2 - 9
    Charlotte, NC

    Ability to deliver

    5.4/40.0
    0/20 Reviews
    1.4/10 Clients & Experience
    4/10 Market Presence

    Service focus

    20% CRM Consulting and SI
    80% Other
    View Profile Visit Website
  18. Peddle Logotype

    Peddle

    Undisclosed
    Undisclosed
    2 - 9
    Raleigh, NC

    Ability to deliver

    4/40.0
    0/20 Reviews
    0/10 Clients & Experience
    4/10 Market Presence

    Service focus

    25% CRM Consulting and SI
    75% Other
    View Profile Visit Website
  19. BJC Media Logotype

    BJC Media

    Undisclosed
    Undisclosed
    2 - 9
    Raleigh, NC

    Ability to deliver

    4/40.0
    0/20 Reviews
    0/10 Clients & Experience
    4/10 Market Presence

    Service focus

    25% CRM Consulting and SI
    75% Other
    View Profile Visit Website
  20. BrandGrow Logotype

    BrandGrow

    $5,000+
    $150 - $199 / hr
    2 - 9
    Asheville, NC

    Ability to deliver

    4.6/40.0
    0/20 Reviews
    0/10 Clients & Experience
    4.6/10 Market Presence

    Service focus

    20% CRM Consulting and SI
    80% Other
    View Profile Visit Website

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