Top CRM Consultants in Ohio

Ratings Updated: July 29, 2026

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Featured

What are Featured Providers?

Set2Close

5.0 102 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, Integration, and Customer Relationship Management Consulting. They receive consistently positive feedback, with 100% of reviews highlighting their expertise in HubSpot, exceptional project management, and personalized support. Clients particularly appreciate their organized approach and ability to tailor solutions to specific business needs, as noted in 80% of the reviews.

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17 of 17 reviews are 5 stars

17 new reviews for CRM Consulting and SI services

Less than $10,000 avg. project cost

Reviewed 17 times in the past 6 months
In the past six months, Set2Close has received overwhelmingly positive feedback from clients, highlighting their expertise and personalized support in HubSpot implementation and training. Clients praised the team's knowledge and responsiveness, particularly noting Jeremy's and Miles' contributions. For instance, one client mentioned the 'amazing onboarding experience,' while another appreciated the tailored training that facilitated their understanding of HubSpot. Overall, clients expressed satisfaction with Set2Close's ability to deliver value and meet their unique needs, with no significant areas for improvement noted.
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Industry Experience

Set2Close has demonstrated expertise across various industries, including advertising, healthcare, information technology, and education. Clients consistently praise their comprehensive HubSpot onboarding, CRM customization, and training, which have led to improved operational efficiency and enhanced marketing capabilities. Sentiment remains highly positive, particularly in healthcare and IT sectors, where their tailored solutions effectively drive business growth. Prospective clients in these industries can expect strong support and a proactive approach to achieving their project goals.
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Media Consulting Restaurants Wellness & Fitness Insurance Consumer Products Retail Non-profit Arts, entertainment & music Education Agriculture Business services Financial services Construction Transportation Software IT Services Other Industry Healthcare Human Resources Medical Supply Chain, Logistics, and Transport Manufacturing Information technology Real estate Other industries Advertising & marketing

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Average Project Cost Breakdown

Less than $10,000 (71) $10,000 to $49,000 (7) $50,000 to $199,999 (2)

What Clients Have Said
Set2Close is frequently recognized for its cost-effectiveness and overall value, with clients noting that their pricing fits within budget constraints while delivering significant results. For instance, one client emphasized that Set2Close's services saved them $2-5k on setup costs, while another highlighted the good value for cost and effective solutions tailored to their needs. Overall, client sentiment reflects satisfaction with the company's ability to provide high-quality support at a reasonable price.
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More responsive than most other service providers

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

5.0 103 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, customization, and integration. Clients consistently praise their expertise, responsiveness, and strong project management, with 100% of reviews highlighting timely delivery and effective solutions. Their practical approach to seamlessly integrating external systems and enhancing Salesforce environments is notably impressive.

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45 of 49 CRM Consulting and SI reviews are 5 stars

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

Less than $10,000 avg. project cost

CRM Consulting and SI PROJECT HIGHLIGHT

Custom CRM System Design for Monitoring Company
5.0 — Peeklogic, LLC has designed a custom CRM system for a monitoring company. Read more
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Industry Experience

Peeklogic, LLC has demonstrated expertise across various industries, including Financial Services, Information Technology, Medical, and Manufacturing. Clients praised their responsiveness, project management, and ability to deliver customized Salesforce solutions. In Financial Services, they improved lead conversion and enhanced operational efficiency. In IT, they effectively integrated Jira with Salesforce, streamlining workflows. The overall sentiment is highly positive, indicating that Peeklogic, LLC is well-suited for projects requiring CRM development, integrations, and automation across these sectors.
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Software Non-profit Consumer products & services Chemicals & Biotechnology Manufacturing Telecommunications Advertising & marketing Real estate Education Transportation Arts, entertainment & music Retail Nonprofit Consumer Products Automotive Information technology Other industries Consulting Financial services Legal Construction Hospitality & leisure Business services Healthcare IT Services Medical

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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
Overall, client feedback on Peeklogic, LLC highlights a strong sentiment regarding their cost-effectiveness and value for money. Many clients emphasized that Peeklogic's pricing fit their budgets while delivering high-quality services. For instance, one client noted, 'Pricing fit our budget, and we spoke with other clients who used them and spoke highly of them.' Another client mentioned, 'Good value for cost,' underscoring the company's ability to provide effective solutions without exceeding financial constraints. This consistent feedback indicates that Peeklogic, LLC is viewed as a reliable partner for cost-conscious organizations.
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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, CRM Integration, and Customer Relationship Management Consulting services. Their reviews reflect a high level of expertise, professionalism, and client satisfaction, with 100% of reviewers expressing positive feedback. Clients commend their proactive approach, knowledge in CRM systems, and ability to deliver projects on time and within budget.

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Reviews mention Professional
Clients have consistently praised CloudMasonry for their professionalism, describing their team as 'timely, efficient, and professional' in project management. One client highlighted their impressive responsiveness, stating, 'If an issue arises, we are able to work with them to solve it quickly.' Overall, the sentiment reflects a strong appreciation for CloudMasonry's ability to meet client needs effectively and foster a collaborative working environment.

CRM Consulting for University

5.0 Dec 19, 2023

Their project management was timely, efficient and professional. They've been incredibly responsive to our needs. If an issue arises, we are able to work with them to solve it quickly.
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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 garnered positive feedback across various industries, including education, financial services, insurance, and arts & entertainment. Clients commend their expertise in Salesforce and Pardot for enhancing communication strategies, reporting, and process automation. The general sentiment reflects CloudMasonry's strengths in project management, responsiveness, and delivering tailored solutions, making them an excellent fit for clients in sectors like education and financial services seeking robust digital transformation.
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Education Arts, entertainment & music Publishing Insurance Financial services Nonprofit IT Services Utilities Pharmaceuticals Consumer Products

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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 praise CloudMasonry for their competitive pricing and overall value. Feedback highlights that their services fit within budget constraints while delivering high-quality results. For instance, one client noted, 'Pricing fit our budget' and another emphasized, 'Good value for cost.' Overall sentiment reflects satisfaction with the company's ability to meet financial expectations, with multiple reviewers expressing that CloudMasonry offers a strong return on investment through effective project management and timely delivery.
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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 Consulting and Systems Integration company, specializing in Microsoft Dynamics implementations. The reviews highlight their ability to rapidly and effectively configure CRM solutions, with 100% of feedback indicating timely delivery and strong project management. Clients appreciate their understanding of complex business environments and their recommendations for enhancing CRM functionalities to satisfy diverse stakeholder needs.

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Reviews mention Professional
The overall sentiment regarding professionalism is highly positive. Clients commend InfoGrow for their deep understanding of challenges and personalized approach. One client highlighted Bob Sullivan's professionalism and empathy during initial discussions, while engineer Steve Luc was praised for his expertise and problem-solving skills. The client felt reassured by InfoGrow's commitment, stating, "They just became a partner in this with me immediately." Such feedback underscores the company's strong dedication to client success and effective collaboration.

Goldmine to Microsoft Dynamics Implementation

5.0 May 9, 2013

Bob Sullivan is who I originally started talking with, and he is very much the professional. He totally understood the pain that he could hear in my voice when we first had our conversation. He brought in one of their engineers, Steve Luc, who actually worked with us on the account, and Steve was just phenomenal.
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Goldmine to Microsoft Dynamics Implementation

5.0 May 9, 2013

InfoGrow suddenly put my mind at ease in that they just became a partner in this with me immediately. They jumped in with both feet. I am impressed by their level of personalization, and they started adding value immediately.
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Goldmine to Microsoft Dynamics Implementation

5.0 May 9, 2013

I went to the EVP of our core division, who are the next ones slated to do the transition, and said, you definitely have to work with these guys, because they know what they’re doing. They know the pains that we had in GoldMine and how we’re trying to resolve them in CRM, and it’s been valuable.
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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 Consultancy specializing in CRM Implementation and Systems Integration services. Based on their reviews, 100% of the feedback is positive, highlighting their excellent project management, technical abilities, and supportive team. Reviewers particularly noted improvements in sales processes and praised BS LLC for their effective communication and training during CRM integration projects.

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Reviews mention Team players
Clients consistently describe BS LLC as a collaborative partner, highlighting their effective teamwork and integration into client organizations. One CEO noted that BS LLC 'became part of the team,' demonstrating a strong alignment with their mission. Feedback emphasized the team's creativity and insightful understanding of culture, with clients appreciating their straightforward communication and responsiveness. Overall, the sentiment reflects a high level of satisfaction with BS LLC's ability to function as a cohesive team player.

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 diverse industries, including Legal, Food & Beverage, Financial Services, eCommerce, and Manufacturing. Clients appreciate their creative branding, strategic marketing, and project management, noting significant improvements in brand identity, engagement, and sales outcomes. Overall sentiment is highly positive, particularly in the Food & Beverage and Financial Services sectors, where BS LLC's tailored approaches have led to marked successes in rebranding and market positioning. This versatility makes them a suitable choice for various projects across multiple sectors.
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Food & Beverage Healthcare eCommerce Wellness & Fitness Financial services Consulting Restaurants Education Hospitality & leisure Automotive Advertising & marketing Media Real estate Food & Beverages Arts, entertainment & music Legal Manufacturing

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Cincinnati, Ohio (17) Covington, Kentucky (3) New York City, New York (2) Dayton, Ohio (2) Washington, District of Columbia (1) Lenexa, Kansas (1) Mason, Ohio (1) Piqua, Ohio (1) Los Angeles, California (1) San Francisco, California (1) Boston, Massachusetts (1)

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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 versatile web development company offering comprehensive services, including WordPress and HubSpot development, CMS integration, and digital marketing support. Overall, 100% of reviews highlight their technical expertise and reliability, with approximately 85% praising their timeliness and communication. Clients appreciate Computan's adaptability and value for cost, though some suggest minor improvements in project delivery visibility and proactive communication.

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Reviews mention Flexible
Computan has received consistent praise from clients for their flexibility, with multiple instances highlighting their ability to adapt to changing project requirements. For example, one client noted their readiness to address urgent needs and complete work ahead of schedule. Another emphasized Computan's agility in responding to evolving project specifications, demonstrating a strong commitment to client satisfaction. Overall, the sentiment surrounding their flexibility is overwhelmingly positive, reflecting their capacity to be a responsive and reliable partner.

HubSpot CMS Dev for Digital Sales & Marketing Consultancy

4.5 Sep 30, 2022

I find that they were adaptable and willing to meet the client's needs.
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WordPress & HubSpot Web Dev Projects for PR & Marketing Firm

5.0 May 13, 2022

Timeliness, accountability, and flexibility. Anyone who has been involved in a website project knows that they can be incredibly painful and usually take twice as long as planned. We are able to take the pain out of this process and a lot of that is thanks to our partners at Computan. They have been a true partner to us - often completing work ahead of schedule, always making amends for any mistakes or miscommunications, and willing to jump in if issues arise unexpectantly.
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Web Dev, Maintenance & Digital Marketing for SaaS Company

5.0 Apr 8, 2022

The Computan team is also very responsive despite the fact that they’re from a different time zone, and they’re completely adaptable in any situation they’re in. We’re impressed with their ability to work with agility and flexibility to handle any situation in the development process.
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Website Revamp & Redesign for Purchasing & Consulting Firm

5.0 Apr 6, 2022

Computan was highly flexible, and they could quickly adapt to our needs. We’d asked them for a standardized approach and a set theme across our channels. We also asked them for templates we could use internally to make our lives easier going forward — they did a fantastic job here while also upgrading our branding.
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Web Development for Financial Marketing Company

5.0 Jul 6, 2021

Due to the number of resources on both our team and the Computan team, they provided the flexibility to work within our preferred communication process and tools which includes: MS Teams, Asana, GitHub and Azure boards. They quickly adapted our tools to deliver timely solutions.
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Industry Experience

Computan has demonstrated strong expertise across various industries, including Advertising & Marketing, Education, Healthcare, E-commerce, and Technology. Clients consistently praise their responsiveness, flexibility, and the quality of deliverables, particularly in web development and integration projects. Sentiment is generally positive, highlighting their ability to adapt and collaborate effectively. Their services are well-suited for organizations seeking reliable web development and maintenance, especially those utilizing platforms like WordPress and HubSpot.
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Automotive Advertising & marketing Healthcare IT Services Education Beauty & Cosmetics Wellness & Fitness Software Logistics & Supply Chain Media Consulting Manufacturing Telecommunications Hospitality & leisure Nonprofit Information technology Business services Research 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
Computan has been recognized for providing excellent value for money, with clients frequently noting that their pricing aligns well with project budgets. One client highlighted that Computan delivered exceptional quality of work for the cost, stating, 'the quality of work we get for the cost is something I have not seen in any agency I have worked.' Another client emphasized their competitive pricing, stating it was a decisive factor in their selection. Overall, sentiment regarding Computan's cost-effectiveness and value remains highly positive.
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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 Consulting and Systems Integration company that specializes in enhancing websites, refining branding, and implementing CRM solutions like HubSpot. The reviews highlight a 100% positive feedback, emphasizing their responsive and enthusiastic team, which consistently exceeds expectations in creating effective marketing strategies and improving lead generation.

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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 offering custom development, digital marketing, and strategic IT services. The company consistently receives high praise, with approximately 90% of reviews highlighting their expertise in developing innovative platforms and enhancing digital strategies. Clients commend Modgility for their exceptional project management, responsive communication, and ability to integrate seamlessly into client operations, consistently delivering results such as increased efficiency, sales, and customer engagement.

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1 of 1 reviews is 5 stars

Unknown avg. project cost

Reviewed 1 time in the past 6 months
In the past six months, client feedback for Modgility has been overwhelmingly positive, highlighting their deep technical expertise and commitment to partnership. A notable review from Compliant Healthcare Technologies emphasized their role in developing the Vitaleyez platform, which significantly improved technician efficiency and accuracy. Clients appreciate Modgility's timely project delivery and their proactive approach to understanding business needs. Overall, their ability to blend structure with flexibility has been deemed critical to success, with suggestions for continued alignment as needs evolve.
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Industry Experience

Modgility has garnered positive feedback across various industries including medical, roofing, manufacturing, and media. In the medical sector, they excelled in developing custom digital tools that enhanced operational efficiency. For roofing and construction, clients reported significant growth in sales and visibility through effective SEO and marketing strategies. In manufacturing, they facilitated website redesigns that generated substantial lead increases. Overall, Modgility's expertise in digital strategy, marketing automation, and project management cultivates measurable success, making them a strong contender for similar industry projects.
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Medical Other industries Construction Chemicals & Biotechnology IT Services Manufacturing Media

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Average Project Cost Breakdown

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

What Clients Have Said
Clients consistently commend Modgility for delivering high value relative to their costs, with many noting substantial returns on investment. For instance, one client highlighted a 250% increase in sales revenue, while another reported a 240% boost in their sales pipeline. Overall, feedback indicates that Modgility's expertise and commitment significantly enhance project outcomes, making their pricing competitive for the quality of service provided.
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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 web development and SEO services. Feedback indicates a 100% positive experience, highlighting their project management skills and data-driven approach. Clients appreciate their expertise, professionalism, and the significant improvement in online presence, with no suggested areas for improvement.

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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 an IT solutions provider specializing in Microsoft Dynamics, Teams, and SharePoint services. They receive predominantly positive feedback, with 100% of reviewers highlighting their expertise, responsiveness, and effective project management. Velosio is praised for delivering projects on time and offering tailored solutions, although one reviewer suggested an earlier assignment of experienced resources to avoid initial delays.

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Reviews mention Results-oriented
Clients express a strong sentiment of satisfaction regarding Velosio's results-oriented approach. One client highlighted the transformation from over 60 Teams to 10, significantly enhancing organization and efficiency. They praised Velosio's team for their thorough understanding of client needs and proactive solutions, such as hands-on training for leadership. The effective communication and follow-up actions during weekly meetings further contributed to the project's success, demonstrating Velosio's commitment to delivering tangible results.

Microsoft Teams & SharePoint Consultation for Airline Firm

5.0 Jun 24, 2022

Our newly designed Teams structure has already demonstrated to our team how affective the product can be for us when used correctly. We went from having over 60 individual teams to 10. This allows for more organization and will force people into requesting a Channel within the constructs of the newly created Teams, allowing us to manage our "Teams Sprawl" and audit the usage of each Team more regularly to archive/remove those not being used.
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Industry Experience

Velosio has garnered positive feedback across various industries, including Transportation, Software, Consumer Products, Construction, and Nonprofit. Clients praise their expertise in Microsoft Teams and Dynamics solutions, highlighting strengths in project management, responsiveness, and effective communication. In the Transportation sector, they successfully merged entities, while in Software, they excelled in transitioning to Teams Phones. Overall, sentiment is highly favorable, indicating that Velosio is well-suited for clients seeking robust support in technology integration and collaboration enhancements.
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Consumer Products Other Industry Transportation Software Construction Nonprofit

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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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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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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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Lake Digital

Not yet reviewed

$10,000+

Undisclosed

2 - 9

Cleveland, OH

Services provided

15% CRM Consulting and SI

20% Advertising

20% Pay Per Click +4 services

15% Search Engine Optimization

10% Digital Strategy

10% Market Research

10% Social Media Marketing

Lake Digital is an Advertising company launched in 2015. In Cleveland, Ohio and Nashville, Tennessee, the team provides Advertising and Pay Per Click.
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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

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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

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Lumifie Consulting

Not yet reviewed

$1,000+

Undisclosed

2 - 9

Cincinnati, OH

Services provided

15% CRM Consulting and SI

20% IT Strategy Consulting

15% AI Agents +5 services

15% AI Consulting

10% AI Development

10% IT Staff Augmentation

10% Other IT Consulting and SI

5% IT Managed Services

Launched in 2025, Lumifie Consulting, a small IT strategy consulting company, is in Cincinnati, Ohio. Their services include IT strategy consulting and AI Agents.
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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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Prosper Pathways

Not yet reviewed

$1,000+

$100 - $149 / hr

Freelancer

Kenton, OH

Services provided

15% CRM Consulting and SI

80% Business Consulting

5% Corporate Training & Coaching

Business Consulting company Prosper Pathways is headquartered in Kenton, Ohio. They focus on Business Consulting and CRM consulting and SI.
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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

20% Application Management & Support +6 services

10% AI Development

10% Mobile App Development

10% Web Development

5% API Development

5% E-Commerce 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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List of the Top Ohio CRM Companies

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