Top CRM Consultants in Ohio

Ratings Updated: May 28, 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, Customer Relationship Management Consulting, and CRM Systems Integration. The company receives overwhelmingly positive feedback, with 100% of reviewers noting their deep expertise and personalized approach. Clients commend their ability to tailor CRM solutions precisely to business needs, highlighting their valuable training and seamless process management.

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Reviews mention Reasonable pricing
Clients consistently express satisfaction with Set 2 Close's reasonable pricing, noting its alignment with budgetary constraints. One client appreciated the variety of packages offered, stating it felt fair and provided good value for the service received. Another highlighted the flexibility and responsiveness of the team, emphasizing that the pricing was reasonable and allowed for additional support beyond the initial scope. Overall, the sentiment surrounding pricing is overwhelmingly positive, reinforcing the company's commitment to delivering value.

CRM Consulting & SI for Manufacturing Co

5.0 Mar 3, 2025

Reasonable price, very flexible with what they helped on. Their entire team went above and beyond to answer my questions - even those outside the original scope of work.
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CRM Consulting & SI for Transportation Co

5.0 Mar 24, 2025

The pricing was unique, looking at it from a small business standpoint. Also, I never really knew of companies who offered such training and services. VERY UNIQUE..
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CRM Consulting for Design-Build Firm

5.0 Aug 19, 2025

I appreciated that you offered a number of different packages, most of the time companies don't have a wide range and it feels like they are just squeezing money out of you. I felt like it was nice to have the option with minimal help but someone there to guide you through the process. I felt like, for the service given, it was well worth the money spent.
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21 of 21 reviews are 5 stars

21 new reviews for CRM Consulting and SI services

Less than $10,000 avg. project cost

Reviewed 21 times in the past 6 months
Over the past six months, Set2Close has received overwhelmingly positive feedback from clients across various industries. Clients praised the company's deep knowledge of HubSpot, personalized support, and proactive communication. For instance, one client highlighted the 'incredible experience' of tailored training, while another noted the 'structured approach' and 'clear visibility' into their sales processes. Overall, clients expressed high satisfaction and a willingness to recommend Set2Close for its exceptional value and expertise.
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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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Peeklogic, LLC

5.0 101 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 firm specializing in Salesforce development, integration, and customization. The reviews indicate a strong emphasis on responsive communication, timely project management, and practical solutions, with 100% of the clients praising their responsiveness and ability to adapt to evolving requirements. The company consistently receives high ratings for successfully improving CRM systems integration and operational efficiency.

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20 of 21 reviews are 5 stars

16 new reviews for CRM Consulting and SI services

$10,000 – $49,000 avg. project cost

Reviewed 21 times in the past 6 months
In the last six months, client feedback for Peeklogic, LLC has been overwhelmingly positive. Clients praised their strong project management, timely deliveries, and responsiveness. For instance, one client noted they saved 10-15 hours per week through streamlined processes, while another highlighted the successful integration of systems that improved operational efficiency. Overall, clients commend their ability to adapt to evolving requirements and maintain effective communication, with many expressing satisfaction with the quality of work and the collaborative approach.
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Industry Experience

Peeklogic, LLC has demonstrated considerable expertise across various industries, notably in Information Technology, Financial Services, Healthcare, and Consumer Products. Clients praised their proficiency in Salesforce integration, project management, and automation solutions, leading to improved operational efficiencies. Overall sentiment is positive, highlighting their responsiveness, technical skill, and ability to adapt to unique business needs, making them a strong candidate for organizations seeking tailored Salesforce solutions.
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Telecommunications IT Services Advertising & marketing Real estate Software Education Chemicals & Biotechnology Transportation Arts, entertainment & music Retail Nonprofit Consumer Products Automotive Business services Manufacturing Information technology Other industries Non-profit Consulting Healthcare Financial services Legal Construction Hospitality & leisure Medical Consumer products & services

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Average Project Cost Breakdown

Less than $10,000 (26) $10,000 to $49,000 (8) $50,000 to $199,999 (3) $200,000 to $999,999 (1)

What Clients Have Said
Clients consistently commend Peeklogic, LLC for their exceptional value for money and competitive pricing. Many reviews highlight the company's responsiveness and ability to deliver projects on time, with one client stating they 'came in under budget and beat timelines.' Another noted that Peeklogic provided 'good value for cost' and was a 'great culture fit.' Overall, clients feel they receive high-quality service and customized solutions that justify their investment.
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United States (60) 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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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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Reviews mention Easy to work with
The feedback regarding CloudMasonry consistently highlights their ease of collaboration and approachability. Clients noted that the team was responsive and proactive, with one stating they were 'excellent to work with' and 'always available.' Another reviewer emphasized their agility and willingness to accommodate changing requirements, describing them as 'patient' and 'easy to work with.' Overall, the sentiment is overwhelmingly positive, with multiple clients expressing satisfaction with the communication and support provided throughout their projects.

Salesforce Implementation for Nonprofit Organization

5.0 Dec 13, 2022

The team at CloudMasonry was excellent to work with. Emails were answered promptly and they followed through on all tasks. The ability of the staff to take the vision I had for our program and execute it was impressive. Additionally, as a non-IT person, the CloudMasonry team was able to explain to me everything in ways in which I understood.
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Multi-Line Processing for IT Company

5.0 Oct 22, 2021

It has been an absolute pleasure working with the Cloud Masonry team as they are easy to work with, approachable, patient with us when we've had to regroup and they've been very accommodating and quick to pivot when changes are requested of them. They quickly provided estimates and new plans for next steps and resources needed to move forward.
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Salesforce Web Development for Financial Institution

4.5 Aug 25, 2021

It was their working style. The collaboration between our developers was great, and communication was clear. Overall, they were very easy to work with.
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B2B Analytics Deployment for Consumer Electronics Firm

5.0 Aug 4, 2020

We never ran into a bottleneck, they worked around my schedule, they communicated frequently, and I never had to chase them down. I never waited more than a few hours for a response, and I felt they understood my challenge and made me feel at ease with them taking over.
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Custom Salesforce Build Out for Legal Cannabis Marketplace

5.0 Feb 27, 2020

They’re relatively small, so you get a lot of attention. You work with their top level people who are really good. Any time we had a question they jumped on a videoconference and explained themselves. They made the whole process look easy.
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Industry Experience

CloudMasonry has received positive feedback across various industries, including Publishing, Education, Insurance, Financial Services, Nonprofit, IT Services, Utilities, Arts, Entertainment & Music, and Pharmaceuticals. Clients praise their expertise in Salesforce implementation, project management, and proactive communication. The overall sentiment is highly favorable, highlighting their strengths in understanding client needs and delivering on time. Educational institutions and financial services firms particularly commend their ability to enhance communication strategies and optimize reporting, making them a strong fit for clients in these sectors.
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Publishing Education Insurance Financial services Nonprofit IT Services Utilities Arts, entertainment & music Consumer Products Pharmaceuticals

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Average Project Cost Breakdown

$10,000 to $49,000 (5) Less than $10,000 (2) $200,000 to $999,999 (2) $50,000 to $199,999 (1) $1,000,000 to $9,999,999 (1)

What Clients Have Said
Clients consistently noted CloudMasonry's excellent value for money, highlighting their competitive pricing and high-quality service. One client remarked on their 'good value for cost,' while another emphasized that CloudMasonry 'fit our budget' without compromising on expertise. Overall, sentiments are overwhelmingly positive, with many clients praising their ability to deliver projects on time and on budget, further affirming the company's commitment to providing substantial value.
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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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Reviews mention Helpful
Clients express a highly positive sentiment towards InfoGrow, highlighting their exceptional support in transitioning from GoldMine to Microsoft Dynamics CRM. One client noted, "They jumped in with both feet... and started adding value immediately," emphasizing their proactive approach. The consultant's experience with GoldMine was particularly praised, as it allowed for tailored solutions to existing challenges. Overall, clients wish they had engaged InfoGrow sooner, recognizing their expertise as crucial in avoiding delays and enhancing project efficiency.

Goldmine to Microsoft Dynamics Implementation

5.0 May 9, 2013

He was very helpful in making recommendations to us as well as fixing some of the problems that we had created for ourselves.
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Goldmine to Microsoft Dynamics Implementation

5.0 May 9, 2013

I am impressed by their level of personalization, and they started adding value immediately. It made me feel much better about the project.
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Goldmine to Microsoft Dynamics Implementation

5.0 May 9, 2013

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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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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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 Adaptable
Clients consistently commend BS LLC for their adaptability and responsiveness to unique project needs. One client noted their 'patient and timely approach,' which helped navigate internal processes effectively. Another highlighted the team's 'acrobatic' ability to adjust to changing demands during the pandemic. Overall, feedback indicates a strong sentiment of satisfaction, with clients appreciating how BS LLC tailors their strategies to align with specific organizational contexts.

Web Dev, Branding & PR for Restaurants

5.0 Sep 15, 2020

They’re a small but effective team that works hard to meet deadlines. Under these hard times, we have to be acrobatic. Their team’s acrobatic and adapts based on our changeable needs during the pandemic.
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PPC & Marketing Strategy for E-Commerce Company

5.0 Mar 21, 2025

The ability to adapt and pivot at any moment was unbelievable. With paid media constantly evolving, they stayed ahead of the curve, keeping up with trends to ensure our continued success.
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1 of 1 reviews is 5 stars

Unknown avg. project cost

Reviewed 1 time in the past 6 months
Recent reviews for BS LLC highlight their exceptional project management and creative branding capabilities. A client noted the successful overhaul of their law firm's brand, receiving positive feedback such as "looks great" and "finally reflects who we are." The team demonstrated excellent communication and attention to detail, with no suggested areas for improvement. Overall, sentiment is highly positive, indicating BS LLC is a strong partner for branding and marketing projects.
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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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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 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 Trustworthy
Clients consistently describe Computan as a highly trustworthy partner. They appreciate the team's honesty regarding project timelines and costs, as highlighted by one client who noted, 'They’re always really accurate in their project cost estimates and honest with the time they spend on each project.' Another client emphasized their reliability, stating, 'They met their due dates almost every single time.' Overall, Computan is regarded as a dependable extension of clients' teams, effectively managing expectations and delivering quality results.

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. Word-of-mouth allowed us to trust Computan, and it ended up working out.
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Web Development for Online Education Company

4.5 May 11, 2021

Overall, they’re very easy to work with, and they’re flexible when it comes to changing our development, expectations, or what they’re working on. Also, they’re always really accurate in their project cost estimates and honest with the time they spend on each project. In that way, they’re very trustworthy.
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Marketing Collateral for Data Center Provider

5.0 Sep 14, 2018

Computan acts as an extension of the team, going beyond the typical expectations of a third-party vendor. They produce high-quality deliverables, respond to us quickly—usually within an hour—and work with integrity. It's not common to trust a vendor as wholeheartedly as I do with Computan. They are a trustworthy extension to any team and ensure that all parties are working equally as hard to complete the project.
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Industry Experience

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

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Average Project Cost Breakdown

$10,000 to $49,000 (22) Less than $10,000 (7) $50,000 to $199,999 (4) $1,000,000 to $9,999,999 (1)

What Clients Have Said
Clients consistently praise Computan for their cost-effectiveness and the value they provide. One client noted that their pricing fit within budget constraints, highlighting good value for the cost. Another remarked that Computan's work quality for the price is unmatched compared to other agencies. Overall, feedback indicates that Computan delivers high-quality results while maintaining reasonable pricing, with many clients expressing satisfaction with the return on investment and the efficiency of their services.
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United States (34) Canada (10) Finland (1)

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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 Flexible
Clients expressed high satisfaction with Modgility's flexibility in project management, noting their ability to blend structure with adaptability. One client highlighted that Modgility responds to needs with urgency and ownership, treating the client's business as their own. Additionally, their commitment to understanding the client's culture and workflows has been praised, making their solutions feel like an extension of the client's team. Overall, the sentiment reflects strong appreciation for Modgility's flexible approach and collaborative spirit.

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. Their ability to blend structure with flexibility - and to keep everyone aligned and informed - has been critical to our success.
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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 reflects a highly positive sentiment, emphasizing their deep commitment to partnership and technical expertise. A notable review from the CEO of Compliant Healthcare Technologies highlighted the successful development of the Vitaleyez platform, which significantly enhanced technician efficiency and reduced errors. Clients praised Modgility's proactive project management, timely deliveries, and their ability to seamlessly integrate into existing workflows. Overall, clients view Modgility as a trustworthy and invaluable partner for digital transformation.
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Average Project Cost Breakdown

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

What Clients Have Said
Client feedback consistently highlights Modgility's strong value for money, with notable mentions of significant increases in sales and lead generation. One client reported a 250% increase in sales revenue, while another noted a 240% boost in their sales pipeline. Clients appreciated Modgility's commitment to partnership, emphasizing their responsiveness and expertise. However, some clients mentioned the substantial investment required, with costs ranging from $4,000 to over $200,000, suggesting that while the services are effective, they may not be accessible for all budgets.
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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 Understands their clients' needs
Velosio demonstrated a profound understanding of client needs, as evidenced by their tailored approach to restructuring Microsoft Teams and SharePoint for DM Airports. The team, led by Jonathan Darling, not only addressed existing challenges but also proposed innovative solutions, considering the varying technological comfort levels within the client’s organization. The hands-on training provided further emphasized their commitment to client success, leading to improved internal collaboration and organizational efficiency.

Microsoft Teams & SharePoint Consultation for Airline Firm

5.0 Jun 24, 2022

Jonathan and his team at Velosio really took the time to understand where our problems were, and while we focused on a restructuring of Teams, he brought up plenty of ideas and solutions that we hadn't thought of before. Our company has varying levels of comfortability when it comes to new technology, and he took that into consideration with every suggestion. Jonathan also made a special in-person trip to our company to do some hands-on training with our leadership team to make sure they were fully comfortable before moving forward.
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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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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

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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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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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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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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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PicSnippets

Not yet reviewed

Undisclosed

Undisclosed

2 - 9

Dayton, OH

Services provided

20% CRM Consulting and SI

30% Email Marketing

30% Social Media Marketing +1 service

20% Ecommerce Marketing

In Dayton, Ohio, PicSnippets is a small social media marketing firm. Their services include Social Media Marketing and Email Marketing.
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FanMail Marketing

Not yet reviewed

Undisclosed

Undisclosed

2 - 9

Loveland, OH

Services provided

20% CRM Consulting and SI

20% Custom Software Development

20% Email Marketing +2 services

20% Pay Per Click

20% Social Media Marketing

FanMail Marketing , a social media marketing company, specialize in Social Media Marketing and Email Marketing. They were launched in 2002.
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Synapz Marketing, LLC

Not yet reviewed

Undisclosed

Undisclosed

2 - 9

Mason, OH

Services provided

20% CRM Consulting and SI

20% Direct Marketing

20% Market Research +2 services

20% UX/UI Design

20% Web Development

Synapz Marketing, LLC is a Direct Marketing company. Their small team is located in Mason, Ohio and focuses on Direct Marketing and Market Research. The agency was founded in 2017.
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