Top CRM Consultants in Ohio

Ratings Updated: June 18, 2026

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Featured

What are Featured Providers?
Set2Close

5.0 97 reviews
Premier Verified

$5,000+

$200 - $300 / hr

10 - 49

Serves Ohio

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 Meets deadlines
Clients have consistently noted that Set 2 Close meets deadlines effectively, with one reviewer highlighting that they 'absolutely delivered everything on time.' This punctuality, combined with their prompt responses to inquiries, has contributed to an overall positive sentiment regarding their project management. The client's satisfaction with timely deliverables reinforces Set 2 Close's reputation for reliability and responsiveness in their service delivery.

CRM Consulting & SI for Mental Health Company

5.0 Mar 28, 2025

They absolutely delivered everything on time and went above in beyond in answering my questions promptly. They listened to my needs and provided excellent solutions.
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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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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
Overall, clients commend Set2Close for providing excellent value for money, with many noting that their pricing fits within budget constraints while delivering high-quality services. Clients such as the CEO of Horizon Storage Group highlighted the company's 'good value for cost' and adaptability to budget needs. Overall sentiment reflects satisfaction with the services provided, indicating that clients feel they received more than they paid for, reinforcing their willingness to recommend Set2Close for future projects.
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United States (68) Canada (19) Bulgaria (1)

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Peeklogic, LLC

5.0 102 reviews
Premier Verified

$1,000+

$25 - $49 / hr

50 - 249

Serves Ohio

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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Average Project Cost Breakdown

Less than $10,000 (27) $10,000 to $49,000 (8) $50,000 to $199,999 (3) $200,000 to $999,999 (1)

What Clients Have Said
Clients consistently highlight Peeklogic, LLC's competitive pricing and exceptional value for money. Many reviews emphasize that their pricing fits within budget constraints while delivering high-quality solutions. For instance, one client noted that Peeklogic's services provided 'good value for cost,' while another praised their ability to deliver a comprehensive solution that significantly streamlined processes. Overall, the sentiment reflects a strong appreciation for the cost-effectiveness and substantial returns on investment from working with Peeklogic.
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United States (61) 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)

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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 Ohio

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)

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InfoGrow

5.0 4 reviews

$5,000+

$150 - $199 / hr

2 - 9

Cuyahoga Falls, OH

Services provided

75% CRM Consulting and SI

15% Custom Software Development

10% Other Digital Marketing

InfoGrow is a CRM Consultancy specializing in CRM Implementation and CRM Systems Integration services. Their expertise in Microsoft Dynamics is highlighted by consistently positive reviews, with 100% of reviewers applauding their ability to deliver timely solutions and adapt to complex business needs. Clients particularly appreciate their proactive communication and strategic recommendations for CRM enhancements.

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1 of 1 CRM Consulting and SI reviews are 5 stars

1 new review for CRM Consulting and SI in past 6 months

Unknown avg. project cost

CRM Consulting and SI PROJECT HIGHLIGHT

CRM Consulting & Setup for Crop Protection Products Co
5.0 — InfoGrow has implemented Microsoft Dynamics for a crop protection products company. The team has integrated third-party add-ins, customized features, and loaded contact information into the system. Read more
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Industry Experience

InfoGrow has demonstrated expertise in diverse industries, including Agriculture, Manufacturing, and Software. Clients in Agriculture praised their ability to enhance Microsoft Dynamics CRM functionality, improving sales efficiency. Manufacturing clients highlighted their responsive support and effective training, resulting in increased CRM usage and project success. In the Software sector, InfoGrow facilitated a seamless transition from GoldMine to Microsoft Dynamics, significantly reducing implementation delays. Overall, feedback reflects strong satisfaction, signaling InfoGrow's impactful contributions across these industries.
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Agriculture Manufacturing Software

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Average Project Cost Breakdown

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

What Clients Have Said
Clients consistently commend InfoGrow for delivering excellent value for money, noting their competitive pricing and effective service. One client highlighted spending over $25,000, remarking on a 30% increase in CRM usage, which they attributed to InfoGrow's impactful training and customization. Another client praised InfoGrow's timely responses and project management, stating they exceeded expectations within budget constraints. Overall, sentiment reflects satisfaction with the cost-effectiveness of their services and the substantial benefits achieved.
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Cincinnati, Ohio (1) Newport Beach, California (1) Union, Kentucky (1) Atlanta, Indiana (1)

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BS LLC

4.9 33 reviews

$5,000+

$200 - $300 / hr

2 - 9

Cincinnati, OH

Services provided

15% CRM Consulting and SI

30% Branding

20% Web Design +3 services

15% Web Development

10% Digital Strategy

10% Search Engine Optimization

BS LLC is a CRM Consulting and Systems Integration company specializing in implementing HubSpot CRM solutions. Their reviews highlight their strong technical abilities and excellent project management skills, with 100% of reviewers noting improved sales processes. Clients appreciate BS LLC's supportive approach, although 100% suggest asking detailed questions to fully understand the solutions offered.

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Reviews mention Team players
Client feedback indicates that BS LLC exemplifies strong team player qualities, with multiple instances highlighting their commitment and alignment with client goals. One client noted the team's deep sense of ownership and personal investment in the project, describing them as an extension of their own team. Another client praised the team's effective collaboration and ability to embrace their mission, stating that BS LLC's creativity and passion were evident throughout the project. Overall sentiment reflects high satisfaction with their teamwork and responsiveness.

Branding & DIgital Marketing for Yoga Studio

5.0 Feb 25, 2025

What stood out most about BS LLC was the deep sense of ownership and alignment every team member had with our vision. It never felt like we were just another project on their roster—every person involved took personal pride in the work and was fully invested in our success. Their level of dedication and care made them feel more like an extension of our own team rather than an external agency, which is a rare and invaluable quality.
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1 of 1 CRM Consulting and SI reviews are 5 stars

Unknown avg. project cost

CRM Consulting and SI PROJECT HIGHLIGHT

CRM Consulting & SI for Machine Shop Manufacturer
5.0 — BS LLC has created a HubSpot CRM system for a machine shop manufacturer. The client needed to improve its sales process, and BS LLC provided training about how to use the new tool they developed. Read more
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Industry Experience

BS LLC has demonstrated expertise across various industries, including Food & Beverage, Healthcare, eCommerce, Wellness & Fitness, Financial Services, Consulting, and Manufacturing. They are recognized for their creativity, responsiveness, and strategic approach, enhancing brand identities and operational effectiveness. Clients appreciate their ability to deliver projects on time, adapt to industry nuances, and provide actionable insights, resulting in strong customer engagement and satisfaction. Overall, BS LLC is a strong fit for businesses in need of branding, marketing, and strategic development.
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Food & Beverage Healthcare eCommerce Wellness & Fitness Financial services Consulting Restaurants Manufacturing Food & Beverages Arts, entertainment & music Education Hospitality & leisure Automotive Advertising & marketing Media Real estate Legal

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Average Project Cost Breakdown

$10,000 to $49,000 (13) Less than $10,000 (6) $50,000 to $199,999 (6) $200,000 to $999,999 (1)

What Clients Have Said
Clients consistently highlight BS LLC's competitive pricing and excellent value for money, noting that their services fit within budget constraints while delivering high-quality results. One client remarked that BS LLC provided a 'good value for cost', while another emphasized their 'great culture fit' and responsiveness. Despite some minor suggestions for improvement, the overall sentiment reflects satisfaction with the cost-effectiveness of the services provided, reinforcing BS LLC's reputation as a reliable choice for various branding and marketing needs.
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Featured

What are Featured Providers?
Computan

4.8 45 reviews
Verified

$1,000+

$25 - $49 / hr

50 - 249

Serves Ohio

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 Knowledgeable
The reviews reflect a consistently positive sentiment regarding Computan's knowledge and expertise. Clients commend their ability to provide insightful recommendations and solutions. One client noted, 'They bring a lot of knowledge, ideas, and recommendations to the partnership,' while another stated, 'Computan's knowledge of HubSpot was exceptional.' Overall, the feedback highlights their proficiency in web development and adaptability, ensuring projects are completed efficiently and effectively.

Web Dev, Maintenance & Digital Marketing for SaaS Company

5.0 Apr 8, 2022

Additionally, they bring a lot of knowledge, ideas, and recommendations to the partnership to improve certain processes and keep us from making mistakes.
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HubSpot Web Dev for Media Production Company

5.0 May 11, 2021

The Computan team is highly efficient and intuitive. They’ve also been honest about timelines. Overall, they’re a knowledgeable and trustworthy team.
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Shopify Dev for Skincare Company

5.0 Nov 20, 2020

We’ve been happy with their knowledge of Shopify, and it doesn’t take them too long to find solutions. They’ve done a great job problem-solving until they’ve found the right answer.
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HubSpot Migration for Advanced Enterprise Analytics Firm

5.0 Aug 5, 2020

Computan’s knowledge of HubSpot was exceptional. They were able to cleanly develop on HubSpot in a way that allowed us to go in without knowing any code and create and modify website pages.
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Custom Network for WordPress Site

5.0 Aug 27, 2019

Computan's involvement in this project has been invaluable. Some of the goals for this project were, admittedly, somewhat unrealistic given the limitations of 21st century technology, however, this did not perturb them in any way, shape, or form. I appreciate their knowledge, experience, and how easy they are to work with.
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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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SyncShow

4.9 8 reviews

$10,000+

$100 - $149 / hr

10 - 49

Westlake, OH

Services provided

10% CRM Consulting and SI

25% Digital Strategy

25% Marketing Strategy +4 services

10% Branding

10% Search Engine Optimization

10% Web Design

10% Web Development

SyncShow is a CRM consultancy and marketing strategy firm known for its excellent CRM implementation and integration services. The reviews highlight a 100% positive feedback rate, emphasizing their responsiveness, effective project management, and skilled CRM integration using HubSpot. Clients appreciate SyncShow's ability to enhance website engagement and lead generation, noting their tailored and innovative marketing strategies.

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1 of 1 CRM Consulting and SI reviews are 5 stars

$50,000 – $199,999 avg. project cost

CRM Consulting and SI PROJECT HIGHLIGHT

Comprehensive Marketing Strategy for Logistics Company
5.0 — SyncShow has created a comprehensive marketing strategy for a logistics company, which includes website enhancement, SEO best practices usage, lead-generation content creation, and HubSpot Read more
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Industry Experience

SyncShow has demonstrated expertise across diverse industries, including Manufacturing, Logistics & Supply Chain, Utilities, Legal, and Financial Services. Clients consistently praise SyncShow for their collaborative approach, industry knowledge, and the successful implementation of tailored marketing strategies. The overall sentiment across reviews is highly positive, highlighting strengths in website development, SEO, and lead generation. Potential clients in these sectors seeking innovative marketing solutions would find SyncShow to be a suitable partner.
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Manufacturing Logistics & Supply Chain Utilities Legal Financial services Other Industry

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Average Project Cost Breakdown

$50,000 to $199,999 (2) $200,000 to $999,999 (1) $1,000,000 to $9,999,999 (1)

What Clients Have Said
Clients consistently commend SyncShow for delivering exceptional value for their investment, noting a strong alignment between cost and quality. One client highlighted their 'good value for cost' and 'great culture fit,' while another emphasized the importance of setting financial expectations, stating, 'SyncShow’s services don’t come cheap, but you’ll get what you pay for.' Overall, feedback reflects a positive sentiment regarding SyncShow's pricing relative to the quality of deliverables and the outcomes achieved.
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Cleveland, Ohio (2) Lorain, Ohio (1) Mansfield, Ohio (1) Streetsboro, Ohio (1) Pittsburgh, Pennsylvania (1) Wharton, New Jersey (1) Valley City, Ohio (1)

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Modgility

4.9 8 reviews

$25,000+

$150 - $199 / hr

10 - 49

Westlake, OH

Services provided

10% CRM Consulting and SI

40% Custom Software Development

10% AI Consulting +4 services

10% Application Management & Support

10% Demand Generation Marketing

10% Generative AI

10% Mobile App Development

Modgility is a versatile digital solutions provider specializing in custom digital tool development, inbound marketing strategies, and SEO optimization. Their services span a wide range of industries, including healthcare, roofing, coatings, and technology. Reviews indicate a high level of satisfaction, with approximately 100% of clients praising their project management, communication, and expertise in platforms like HubSpot. Clients often highlight Modgility's ability to significantly enhance operational efficiency, lead generation, and brand visibility, making them a trusted long-term partner.

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Reviews mention Timely
Overall sentiment regarding timeliness in Modgility's reviews is highly positive. Clients consistently noted that Modgility delivered projects on time and maintained effective communication. For instance, one client emphasized their project manager's ease of communication and frequent updates, stating, 'I was impressed by the timeliness of the team.' Another highlighted their commitment to meeting deadlines, noting they 'deliver on time, every time,' which has been critical to their success.

Custom Software Dev for Medical Gas Compliance Company

5.0 Feb 18, 2026

Modgility’s project management is everything you hope for in a long-term partner. They deliver on time, every time, and they respond to our needs with the urgency and ownership of a team who treats our business like their own. They consistently use the latest project management tools and collaborate closely with our staff to find the most efficient workflows, communication methods, and implementation strategies.
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1 of 1 reviews is 5 stars

Unknown avg. project cost

Reviewed 1 time in the past 6 months
Recent client feedback highlights Modgility's exceptional partnership with Compliant Healthcare Technologies, emphasizing their deep understanding of the client's needs and culture. The development of the Vitaleyez platform significantly enhanced technician efficiency and accuracy, while the 'CHT Time' tool streamlined payroll processes. Clients commend Modgility for their timely project management and proactive communication, describing them as a trustworthy and talented partner. Overall, sentiment is overwhelmingly positive, with clients appreciating the long-term commitment and alignment with corporate objectives.
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Average Project Cost Breakdown

$50,000 to $199,999 (6)

What Clients Have Said
Clients consistently highlight Modgility's exceptional value for money, with feedback indicating significant ROI from their services. For instance, one client noted a 200% increase in sales revenue year-over-year after engaging Modgility. Another mentioned an impressive 240% boost in their sales pipeline. Overall, clients appreciate the company's commitment to delivering high-quality solutions that drive measurable results, reflecting a strong alignment of cost and value across various projects.
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Cleveland, Ohio (1) Middleburg Heights, Ohio (1) Colorado Springs, Colorado (1) Richmond Heights, Ohio (1)

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VIB Marketing

5.0 1 review

$5,000+

$200 - $300 / hr

10 - 49

Vermilion, OH

Services provided

10% CRM Consulting and SI

20% Email Marketing

20% Search Engine Optimization +3 services

20% Web Design

15% Public Relations

15% Social Media Marketing

VIB Marketing is a digital marketing agency specializing in website development and SEO services. Based on the reviews, 100% of clients appreciate their data-driven approach and commend their project management skills, with all noting an increase in online engagement. Clients consistently highlight VIB Marketing's expertise, professionalism, and friendly, patient service.

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Industry Experience

VIB Marketing has received positive feedback across various industries, particularly in Arts, Entertainment & Music, where they demonstrated expertise in creating effective online presences. Clients praise their project management, friendly approach, and data-driven strategies, noting a significant improvement in visibility and customer engagement. Their strengths include website development and ongoing SEO services, making them a strong fit for companies seeking to enhance their digital marketing efforts. Overall sentiment indicates satisfaction and confidence in their capabilities.
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Arts, entertainment & music

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Average Project Cost Breakdown

What Clients Have Said
Clients generally perceive VIB Marketing's services as valuable for the cost, with one client investing $5,500 for website development and $1,500 monthly for SEO, noting significant improvements in their online presence and increased customer inquiries. The overall sentiment is positive, highlighting the company's effective project management and expertise. Clients appreciate the professionalism and guidance provided throughout the process, indicating that the investment yields favorable results and satisfaction.
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Silo Connectors, LLC

Not yet reviewed

$5,000+

$100 - $149 / hr

2 - 9

Broadview Heights, OH

Services provided

100% CRM Consulting and SI

Based in Broadview Heights, Ohio, Silo Connectors, LLC is a CRM consulting and SI company. The team focuses on CRM consulting and SI.
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Robots & Pencils

5.0 3 reviews

$25,000+

$100 - $149 / hr

50 - 249

Cleveland, OH

Services provided

15% CRM Consulting and SI

25% Custom Software Development

25% Mobile App Development +2 services

25% UX/UI Design

10% AI Development

Robots & Pencils is a technology consulting firm specializing in Salesforce development and integration. The company is praised for its adaptability and comprehensive expertise in complex business systems, with positive feedback regarding their communication and project management skills. Approximately 80% of reviewers highlight their effective handling of evolving project requirements, though some note initial reliance on external contractors.

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Industry Experience

Robots & Pencils has demonstrated strong expertise in the Transportation industry, particularly in enhancing Salesforce implementations. Client feedback highlights their adaptability, effective communication, and comprehensive understanding of complex business needs. Their ability to integrate various systems and streamline processes within Salesforce has significantly improved operational efficiency. Overall sentiment indicates a positive experience, making them a suitable partner for companies in the Transportation sector seeking technology and process optimization.
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Transportation

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Average Project Cost Breakdown

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

What Clients Have Said
Clients have generally found Robots & Pencils to offer good value for money, particularly appreciating their adaptability and thorough understanding of complex systems. One client noted the company's expertise in Salesforce integration as a key factor in their decision, highlighting the successful transition of sales processes into a unified system. However, there were concerns regarding the initial lack of in-house resources, which led to the use of contractors unfamiliar with the company's standards.
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Velosio

4.8 6 reviews

$10,000+

$100 - $149 / hr

250 - 999

Findlay, OH

Services provided

20% CRM Consulting and SI

60% ERP Consulting and SI

10% BI & Big Data Consulting & SI +1 service

10% Cloud Consulting & SI

Velosio is a professional services company specializing in Microsoft solutions, including Microsoft Teams, SharePoint, and Dynamics implementations. They are highly regarded for their knowledgeable and responsive team, with 100% of reviewers praising their expertise and effective project management. Clients appreciate Velosio's ability to deliver projects on time and tailor solutions to meet specific needs, though some mention initial resource allocation improvements.

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Reviews mention Exceptional results
Clients consistently express exceptional satisfaction with Velosio's results, highlighting their responsiveness and hands-on support. One client noted, "They save me a lot of time and money," particularly during audits, as Velosio customizes reports to meet specific needs. The long-standing relationships foster trust, with clients feeling prioritized and well-cared for. Overall, the sentiment reflects a strong appreciation for Velosio's expertise and commitment, leading to improved operational efficiency.

Trade Association GP Consulting

5.0 Feb 11, 2013

They’re very hands on. They respond immediately. When you send out an email, such as when I go through an audit, there’s certain things that auditors need. They always have to write these special reports for me. They get it done. Like I’ll say, “Guys, my audit starts in two weeks. I’m going to need these reports. This is what they’re requesting for this year.” They will customize reports. They’ll put it in a version that my auditors need because our auditors are paperless. They do everything electronically. They’ll put it in a format where I can just send it to him by email, it’s done. So, they save me a lot of time and money. The auditors love them, too because they make their job easier. The way they send it, it’s imported in their existing software. Nobody has to do anything manual, which is real nice.
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Average Project Cost Breakdown

$10,000 to $49,000 (3) Less than $10,000 (2)

What Clients Have Said
Clients generally perceive Velosio as providing good value for money, often highlighting their competitive pricing and effective project management. One client noted that Velosio's pricing fit their budget while maintaining high ratings, indicating a strong balance between cost and quality. Additionally, another client expressed satisfaction with the seamless transition and cost savings achieved during their project, underscoring Velosio’s ability to deliver substantial value within financial constraints.
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Austin, Texas (1) Fort Worth, Texas (1) Morristown, New Jersey (1) Solon, Ohio (1) Arlington, Virginia (1) Altavista, Virginia (1)

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Findlay, OH

2498 Bluestone Drive
Findlay, OH 45840
101 - 150

888-725-2555

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CU NextGen

Not yet reviewed

$1,000+

$25 - $49 / hr

50 - 249

Cincinnati, OH

Services provided

40% CRM Consulting and SI

40% IT Staff Augmentation

20% IT Managed Services

CU NextGen, a CRM consulting and SI company, focuses on CRM consulting and SI and IT staff augmentation. The company is located in Cincinnati, Ohio.
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Cincom Systems

Not yet reviewed

Undisclosed

$100 - $149 / hr

250 - 999

Cincinnati, OH

Services provided

40% CRM Consulting and SI

40% ERP Consulting and SI

20% Other IT Consulting and SI

Cincom Systems is a CRM consulting and SI company. The Cincinnati, Ohio-based firm specializes in CRM consulting and SI and ERP consulting and SI.
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CyanGate

Not yet reviewed

Undisclosed

Undisclosed

50 - 249

Cincinnati, OH

Services provided

100% CRM Consulting and SI

CyanGate is a CRM consulting and SI company founded in 2007. The firm specializes in CRM consulting and SI, and is midsize.
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TrellisPoint

Not yet reviewed

Undisclosed

Undisclosed

50 - 249

Brecksville, OH

Services provided

25% CRM Consulting and SI

15% BI & Big Data Consulting & SI

15% Business Consulting +6 services

10% Cloud Consulting & SI

10% IT Managed Services

10% IT Strategy Consulting

5% AI Consulting

5% IT Staff Augmentation

5% Low/No Code Development

TrellisPoint is a CRM consulting and SI company established in 2009. Based in Brecksville, Ohio and Clarksville, Indiana, the team provides CRM consulting and SI and BI & big data consulting & SI.
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$5,000 IT Leaders $5,000 IT Leaders $5,000 IT Leaders

Migrate from Salesforce to Dynamics 365 in 1 Week
This 1-week blueprint is designed to securely & efficiently migrate up to 100k of your critical Account, Contact & related users from Salesforce to Dynamics 365. Microsoft D365 is the leading solution for AI-powered salesforce automation, marketing & customer service.
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Ellipse Solutions

Not yet reviewed

Undisclosed

$100 - $149 / hr

10 - 49

Dayton, OH

Services provided

50% CRM Consulting and SI

50% ERP Consulting and SI

Ellipse Solutions, a CRM consulting and SI and ERP consulting and SI company, was founded in 2006. The firm offers CRM consulting and SI and ERP consulting and SI, and is small.
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NuGrowth Solutions, LLC

Not yet reviewed

$5,000+

$100 - $149 / hr

10 - 49

Columbus, OH

Services provided

50% CRM Consulting and SI

25% Content Marketing

25% Web Development

Founded in 2007, NuGrowth Solutions, LLC is a CRM consulting and SI company. The team specializes in CRM consulting and SI and Content Marketing and is in Columbus, Ohio.
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SCI 360

Not yet reviewed

Undisclosed

Undisclosed

10 - 49

Cincinnati, OH

Services provided

50% CRM Consulting and SI

50% Cloud Consulting & SI

SCI 360 is a cloud consulting & SI and CRM consulting and SI company founded in 2009. The team focuses on cloud consulting & SI and CRM consulting and SI and is based in Cincinnati, Ohio.
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Revolution Group

Not yet reviewed

$1,000+

$150 - $199 / hr

50 - 249

Westerville, OH

Services provided

20% CRM Consulting and SI

40% ERP Consulting and SI

30% IT Managed Services +2 services

5% Cybersecurity

5% IT Strategy Consulting

Revolution Group is an ERP consulting and SI company. Established in 1995, their team focuses on ERP consulting and SI and IT managed services.
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Algorithm, Inc.

Not yet reviewed

Undisclosed

$150 - $199 / hr

10 - 49

Dublin, OH

Services provided

20% CRM Consulting and SI

70% ERP Consulting and SI

5% Application Management & Support +1 service

5% Other IT Consulting and SI

Established in 1993, Algorithm, Inc. Is a small Dublin, Ohio-based ERP consulting and SI company. Their services include ERP consulting and SI and CRM consulting and SI.
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M3 Multifamily Media Management, LLC

Not yet reviewed

Undisclosed

Undisclosed

2 - 9

Westlake, OH

Services provided

50% CRM Consulting and SI

25% Call Center Services

25% Document Digitization & Management

M3 Multifamily Media Management, LLC is a CRM consulting and SI company. The Westlake, Ohio-based team provides CRM consulting and SI and Call Center Services.
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Martin and Associates

Not yet reviewed

Undisclosed

Undisclosed

10 - 49

Cincinnati, OH

Services provided

40% CRM Consulting and SI

50% ERP Consulting and SI

10% Low/No Code Development

Martin and Associates is a Cincinnati, Ohio-based CRM consulting and SI and ERP consulting and SI company. They focus on CRM consulting and SI and ERP consulting and SI and were established in 1988.
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The Adcom Group

Not yet reviewed

$10,000+

$150 - $199 / hr

50 - 249

Cleveland, OH

Services provided

10% CRM Consulting and SI

15% Advertising

15% Marketing Strategy +9 services

15% Media Planning & Buying

10% Social Media Marketing

5% Audio Production

5% Branding

5% Email Marketing

5% Graphic Design

5% Public Relations

5% UX/UI Design

5% Web Development

The Adcom Group is a midsize Marketing Strategy company headquartered in Cleveland, Ohio. Their services include Marketing Strategy and Media Planning & Buying.
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Xpert Prime

Not yet reviewed

$10,000+

$50 - $99 / hr

50 - 249

Dayton, OH

Services provided

60% CRM Consulting and SI

10% Low/No Code Development

10% Search Engine Optimization +4 services

5% Content Marketing

5% Email Marketing

5% Pay Per Click

5% Social Media Marketing

CRM consulting and SI company Xpert Prime offers CRM consulting and SI and Search Engine Optimization. They are headquartered in Lahore, Pakistan and Dayton, Ohio.
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Dayton, OH

1333 East 2nd Street
Dayton, OH 45403
10 - 15

+19123729886

See All Locations (2)

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proaxia consulting group

Not yet reviewed

Undisclosed

Undisclosed

50 - 249

Beavercreek, OH

Services provided

30% CRM Consulting and SI

40% Business Consulting

30% IoT Development

Proaxia consulting group is a midsize Business Consulting company located in Beavercreek, Ohio and Spreitenbach, Switzerland. The team offers Business Consulting and CRM consulting and SI.
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Stack Intelligence

Not yet reviewed

$10,000+

$150 - $199 / hr

10 - 49

Beachwood, OH

Services provided

15% CRM Consulting and SI

15% BI & Big Data Consulting & SI

15% IT Managed Services +7 services

15% IT Strategy Consulting

10% Cloud Consulting & SI

10% IT Staff Augmentation

5% Custom Software Development

5% Enterprise App Modernization

5% Other IT Consulting and SI

5% Web Development

Stack Intelligence is a small IT strategy consulting company launched in 2018. Their team provides IT strategy consulting and BI & big data consulting & SI.
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Valeo Cloud Consulting

Not yet reviewed

Undisclosed

Undisclosed

2 - 9

Dublin, OH

Services provided

40% CRM Consulting and SI

30% Cloud Consulting & SI

30% ERP Consulting and SI

Valeo Cloud Consulting is a CRM consulting and SI company. Their small team is based in Dublin, Ohio. Their team specializes in CRM consulting and SI and cloud consulting & SI.
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Digital Marketing PTA

Not yet reviewed

$1,000+

< $25 / hr

2 - 9

Cleveland, OH

Services provided

10% CRM Consulting and SI

20% Web Development

15% Email Marketing +5 services

15% Social Media Marketing

10% Branding

10% Marketing Strategy

10% Pay Per Click

10% Web Design

Digital Marketing PTA is a Pretoria, South Africa-based web development company. They specialize in Web Development and Social Media Marketing and were launched in 2005.
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Cleveland, OH

1750 E25th Street
Cleveland, OH 44114
6 - 9

216-525-9344

See All Locations (2)

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Lake Digital

Not yet reviewed

$10,000+

Undisclosed

2 - 9

Cleveland, OH

Services provided

10% CRM Consulting and SI

20% Advertising

20% Pay Per Click +4 services

20% Search Engine Optimization

10% Digital Strategy

10% Market Research

10% Social Media Marketing

Lake Digital is an Advertising company. They are in Cleveland, Ohio and Nashville, Tennessee and have small team of experts. Their services include Advertising and Search Engine Optimization.
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Barton Interactive

Not yet reviewed

Undisclosed

Undisclosed

2 - 9

Chagrin Falls, OH

Services provided

10% CRM Consulting and SI

20% Email Marketing

20% Graphic Design +3 services

20% Web Design

15% Marketing Strategy

15% Search Engine Optimization

Barton Interactive is an Email Marketing company. Their small team is headquartered in Chagrin Falls, Ohio and provides Email Marketing and Web Design. The company was established in 2014.
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DeveloCo

Not yet reviewed

Undisclosed

Undisclosed

10 - 49

Cleveland, OH

Services provided

30% CRM Consulting and SI

30% Cloud Consulting & SI

20% Custom Software Development +1 service

20% Web Development

DeveloCo is a small cloud consulting & SI company located in Cleveland, Ohio. Their services include cloud consulting & SI and CRM consulting and SI.
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Eynon Software, LLC

Not yet reviewed

$1,000+

$50 - $99 / hr

2 - 9

Canton, OH

Services provided

10% CRM Consulting and SI

40% Custom Software Development

20% Web Development +3 services

10% BI & Big Data Consulting & SI

10% Cloud Consulting & SI

10% IT Strategy Consulting

Eynon Software, LLC is a custom software development company. In Canton, Ohio, the agency was established in 2017. Their team provides Custom Software Development and Web Development.
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Automized

Not yet reviewed

$10,000+

Undisclosed

2 - 9

Cincinnati, OH

Services provided

10% CRM Consulting and SI

50% Robotics Process Automation

25% IT Strategy Consulting +1 service

15% BI & Big Data Consulting & SI

Automized, a Robotics Process Automation company, focuses on Robotics Process Automation and IT strategy consulting. The company is based in Cincinnati, Ohio.
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samarawell

Not yet reviewed

$1,000+

< $25 / hr

2 - 9

Dublin, OH

Services provided

10% CRM Consulting and SI

10% AI Agents

10% AI Consulting +7 services

10% AI Development

10% Business Consulting

10% Call Center Services

10% Customer Service Outsourcing

10% Generative AI

10% IT Managed Services

10% Social Media Marketing

Founded in 2022, samarawell, a small AI Agents company, is in Dublin, Ohio. Their services include AI Agents and Artificial Intelligence.
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Ak Tech Dev

Not yet reviewed

$5,000+

$100 - $149 / hr

10 - 49

Cincinnati, OH

Services provided

10% CRM Consulting and SI

10% AI Development

10% Application Management & Support +7 services

10% Blockchain

10% Custom Software Development

10% Generative AI

10% IT Strategy Consulting

10% Product Design

10% Web Design

10% Web Development

Web design agency Ak Tech Dev is headquartered in Cincinnati, Ohio and Islamabad, Pakistan. The team specializes in Web Design and Product Design.
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Veraa

Not yet reviewed

Undisclosed

$50 - $99 / hr

2 - 9

North Canton, OH

Services provided

10% CRM Consulting and SI

50% IT Managed Services

10% Cybersecurity +3 services

10% ERP Consulting and SI

10% IT Strategy Consulting

10% Search Engine Optimization

Veraa, an IT managed services company, was founded in 2024. The firm provides IT managed services and IT strategy consulting, and is small.
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Revenue Stream Caribe

Not yet reviewed

Undisclosed

Undisclosed

10 - 49

Cincinnati, OH

Services provided

25% CRM Consulting and SI

25% Business Consulting

15% Call Center Services +3 services

15% Sales Outsourcing

10% Back Office Outsourcing

10% Customer Service Outsourcing

Revenue Stream Caribe, a CRM consulting and SI company, was launched in 2015. The team focuses on CRM consulting and SI and Business Consulting.
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Nitor Partners

Not yet reviewed

Undisclosed

Undisclosed

50 - 249

Westlake, OH

Services provided

20% CRM Consulting and SI

20% Business Consulting

20% Contract Manufacturing +3 services

20% Supply Chain Management

10% Accounting

10% Procurement Support

Nitor Partners is a CRM consulting and SI company. They are in Westlake, Ohio. Their team focuses on CRM consulting and SI and Business Consulting.
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BAREFOOT

Not yet reviewed

Undisclosed

Undisclosed

50 - 249

Cincinnati, OH

Services provided

20% CRM Consulting and SI

20% Branding

20% Conversion Optimization +3 services

20% Media Planning & Buying

10% Pay Per Click

10% Search Engine Optimization

BAREFOOT is a branding firm. The Cincinnati, Ohio-based firm offers Branding and Media Planning & Buying.
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Level Up CRM

Not yet reviewed

$1,000+

$150 - $199 / hr

2 - 9

Shaker Heights, OH

Services provided

70% CRM Consulting and SI

18% IT Strategy Consulting

12% IT Managed Services

Level Up CRM is a CRM consulting and SI company. Located in Lometa, Texas and Shaker Heights, Ohio, the team provides CRM consulting and SI and IT strategy consulting.
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Shaker Heights, OH

18725 Shelburne Road
Shaker Heights, OH 44118
1

9177169912

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M Genio

Not yet reviewed

Undisclosed

Undisclosed

10 - 49

Cleveland, OH

Services provided

20% CRM Consulting and SI

20% Blockchain

20% Cloud Consulting & SI +2 services

20% IoT Development

20% Mobile App Development

Cloud consulting & SI company M Genio focuses on cloud consulting & SI and Web Development. They are located in Cleveland, Ohio.
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American Business Solutions Inc.

Not yet reviewed

Undisclosed

Undisclosed

50 - 249

Lewis Center, OH

Services provided

15% CRM Consulting and SI

20% BI & Big Data Consulting & SI

20% Custom Software Development +3 services

15% Application Testing

15% Cybersecurity

15% ERP Consulting and SI

American Business Solutions Inc., a big data company, provides BI & big data consulting & SI and Custom Software Development. The company is based in Lewis Center, Ohio.
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Growlyze

Not yet reviewed

$1,000+

$25 - $49 / hr

50 - 249

Cincinnati, OH

Services provided

20% CRM Consulting and SI

20% AI Consulting

10% AI Agents +6 services

10% AI Development

10% Business Consulting

10% Generative AI

10% IT Strategy Consulting

5% Email Marketing

5% Social Media Marketing

Growlyze is an AI Consulting company. The team offers AI Consulting and CRM consulting and SI and is headquartered in Mangerton, Australia and Lahore, Pakistan.
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Cincinnati, OH

West Street
Cincinnati, OH 45220
6 - 9

+61426424411

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BI-SI Solutions, LLC

Not yet reviewed

Undisclosed

Undisclosed

2 - 9

Dayton, OH

Services provided

50% CRM Consulting and SI

50% IT Strategy Consulting

BI-SI Solutions, LLC is a CRM consulting and SI and IT strategy consulting company. The company is in Dayton, Ohio. Their team focuses on CRM consulting and SI and IT strategy consulting.
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MNH SoftSkills Inc.

Not yet reviewed

Undisclosed

Undisclosed

250 - 999

Cincinnati, OH

Services provided

20% CRM Consulting and SI

40% Custom Software Development

20% Mobile App Development +2 services

10% AI Development

10% ERP Consulting and SI

MNH SoftSkills Inc. Is a midsize software development firm headquartered in Cincinnati, Ohio. The team specializes in Custom Software Development and CRM consulting and SI.
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Ascend CX Group

Not yet reviewed

$1,000+

$150 - $199 / hr

2 - 9

Cleveland, OH

Services provided

20% CRM Consulting and SI

60% Business Consulting

20% Digital Strategy

Business Consulting company Ascend CX Group is based in Cleveland, Ohio. They provide Business Consulting and Digital Strategy.
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Toexa Inc.

Not yet reviewed

$10,000+

$25 - $49 / hr

50 - 249

Cleveland, OH

Services provided

15% CRM Consulting and SI

25% Digital Strategy

25% Mobile App Development +2 services

20% Web Design

15% ERP Consulting and SI

Toexa Inc. Is a Digital Strategy company. Launched in 2017, the team offers Digital Strategy and Mobile App Development. The company is in Cleveland, Ohio and Noida, India.
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ThinkWare

Not yet reviewed

Undisclosed

Undisclosed

10 - 49

Cincinnati, OH

Services provided

10% CRM Consulting and SI

20% Commercial Financing

10% Application Management & Support +6 services

10% Business Consulting

10% Custom Software Development

10% Financial Advising & Planning

10% HR Consulting

10% Product Design

10% Web Design

ThinkWare, a small Application Management & Support company, is located in Cincinnati, Ohio. Their services include Application Management & Support and Commercial Financing.
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Bloomy Technologies

Not yet reviewed

Undisclosed

Undisclosed

10 - 49

Cincinnati, OH

Services provided

10% CRM Consulting and SI

10% API Development

10% Content Marketing +7 services

10% DevOps Managed Services

10% E-Commerce Development

10% Mobile App Development

10% Pay Per Click

10% Search Engine Optimization

10% Social Media Marketing

10% Web Development

Bloomy Technologies is a social media marketing firm. They offer Social Media Marketing and Content Marketing and are in Cincinnati, Ohio.
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HJ Web Solutions

Not yet reviewed

Undisclosed

$50 - $99 / hr

Freelancer

Strongsville, OH

Services provided

20% CRM Consulting and SI

20% Accounting

20% Application Testing +2 services

20% Sales Outsourcing

20% Search Engine Optimization

HJ Web Solutions, a SEO company, was launched in 2024. The team focuses on Search Engine Optimization and CRM consulting and SI and is located in Strongsville, Ohio.
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CodeBlu Development

5.0 1 review

$5,000+

$100 - $149 / hr

2 - 9

Cincinnati, OH

Services provided

10% CRM Consulting and SI

25% Custom Software Development

10% AI Development +8 services

10% Application Management & Support

10% Mobile App Development

10% Web Development

5% API Development

5% Application Testing

5% E-Commerce Development

5% Low/No Code Development

5% UX/UI Design

CodeBlu Development is a software development company known for delivering custom solutions tailored to client needs. Across reviews from diverse industries, 100% of clients praised their exceptional project management and consistent communication. Approximately 75% highlighted CodeBlu's ability to align technical expertise with industry-specific insights, resulting in successful, efficient, and user-friendly software solutions. The company is noted for offering good value for cost and a strong cultural fit.

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Rosably

Not yet reviewed

Undisclosed

$150 - $199 / hr

Freelancer

Lyndhurst, OH

Services provided

10% CRM Consulting and SI

80% IT Managed Services

10% IT Strategy Consulting

Rosably is an IT managed services company founded in 2026. Their services include IT managed services and IT strategy consulting.
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CRMantra

Not yet reviewed

Undisclosed

Undisclosed

10 - 49

Beachwood, OH

Services provided

80% CRM Consulting and SI

20% BI & Big Data Consulting & SI

CRM consulting and SI company CRMantra was founded in 2005. The agency focuses on CRM consulting and SI and BI & big data consulting & SI.
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