Top CRM Consultants in Ohio

Ratings Updated: February 9, 2026

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Set2Close

5.0 81 reviews
Premier Verified

$5,000+

$200 - $300 / hr

10 - 49

Serves Ohio

Services provided

80% CRM Consulting and SI

20% Business Consulting

Set2Close is a CRM Consultancy firm specializing in CRM Implementation, CRM Integration, and Customer Relationship Management Consulting. The company consistently receives high praise for its responsive and knowledgeable staff, effective CRM Systems Integration, and customer-focused approach, as reflected in 100% positive feedback. Many clients highlight the firm's ability to deliver projects on time and its strategic guidance, with 85% mentioning the value-for-cost proposition.

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Reviews mention Honest
Clients have consistently highlighted the honesty and integrity of Set 2 Close, emphasizing their genuine desire for client success. One client noted, 'They were honest, professional, and full of energy and integrity.' Overall, the sentiment surrounding honesty is highly positive, with clients appreciating clear communication and the team's commitment to delivering effective solutions, despite some challenges with automated approaches in specialized markets.

Sales Management & Marketing for Chemical Distribution Firm

4.5 Jun 28, 2022

They were honest, professional, and full of energy and integrity. They genuinely wanted to see us succeed.
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20 of 20 reviews are 5 stars

19 new reviews for CRM Consulting and SI services

Less than $10,000 avg. project cost

Reviewed 20 times in the past 6 months
In the last six months, Set2Close has received overwhelmingly positive feedback from clients, highlighting their expertise in HubSpot onboarding and CRM implementations. Clients praised their flexibility, responsiveness, and ability to provide tailored solutions. For instance, one CEO noted their 'depth of knowledge' and 'comprehensive guidance' that facilitated effective onboarding. Another client commended their project management for timely deliverables and proactive support. Overall, clients expressed high satisfaction with the value provided, with many stating they would recommend Set2Close without reservations.
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Industry Experience

Set2Close has garnered positive feedback across various industries, including Medical, Financial Services, Consulting, and Manufacturing. Clients commend their expertise in HubSpot implementation, project management, and responsiveness. In the Medical sector, they excelled in onboarding and optimizing systems for surgical models. In Financial Services, they are praised for effective CRM training. Their strengths lie in understanding unique business needs and providing tailored solutions, establishing them as a reliable partner for organizations across diverse fields seeking CRM optimization and sales process enhancement.
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Restaurants Wellness & Fitness Consulting Insurance Business services Consumer Products Retail Non-profit Information technology Arts, entertainment & music Education Agriculture Real estate Advertising & marketing Financial services Construction Transportation Software IT Services Other Industry Healthcare Human Resources Medical Manufacturing

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Average Project Cost Breakdown

Less than $10,000 (58) $10,000 to $49,000 (6) $50,000 to $199,999 (2)

What Clients Have Said
Clients consistently commend Set2Close for their cost-effectiveness and the value they provide. Many reviews highlight that the company's pricing fits within budget constraints while delivering high-quality service. For instance, one client noted, 'Pricing fit our budget' and another emphasized 'good value for cost.' Overall, the sentiment is overwhelmingly positive, with multiple clients expressing satisfaction with the financial investment relative to outcomes achieved, such as improved efficiency and successful onboarding processes.
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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 Knowledgeable
Clients consistently praised CloudMasonry for their extensive knowledge and expertise, particularly in Salesforce. One client highlighted the consultant's ability to provide clear explanations and accommodate changes, enhancing their understanding of the system. Another noted the team's exceptional project management and responsiveness, emphasizing their deep platform knowledge. Overall, the sentiment is highly positive, reflecting confidence in CloudMasonry's capabilities to deliver effective solutions tailored to client needs.

Custom Software Development for Financial Services Company

5.0 Jun 7, 2024

Our experience with CloudMasonry has been impressive, primarily due to the consultant's knowledge and expertise in Salesforce. She answered questions quickly and gave clear explanations that we were able to understand as beginners to the system- and kindly repeated herself if we didn’t. She was also very accommodating whenever the schedule or scope had to change a bit.
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Email Marketing for Educational Institution

5.0 Dec 28, 2023

Exceptional project management and communication. They were responsive and knowledgeable about use of Salesforce/Pardot technology to suit our needs. Deep platform knowledge.
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CRM Consulting & SI for Pharmaceutical Consulting Firm

5.0 Nov 19, 2025

Ishan was very knowledgeable and easy to work with. Ishan was able to truly consult us and guide us in the right direction. I am very satisfied with the project outcome.
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1 of 1 reviews is 5 stars

1 new review for CRM Consulting and SI services

$10,000 – $49,000 avg. project cost

Reviewed 1 time in the past 6 months
Recent reviews for CloudMasonry highlight their effective project management and knowledgeable staff, particularly praising Ishan's consulting capabilities. Clients noted successful outcomes, such as improved lead conversion processes and enhanced data reporting through streamlined approaches. Overall sentiment is highly positive, with clients expressing satisfaction with both the quality of work and communication, indicating a strong fit for potential projects. No areas for improvement were identified.
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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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Cynoteck Technology Solutions Pvt. Ltd.

4.9 31 reviews
Premier Verified

$10,000+

$25 - $49 / hr

50 - 249

Serves Ohio

Services provided

50% CRM Consulting and SI

10% AI Agents

10% AI Development +3 services

10% ERP Consulting and SI

10% Low/No Code Development

10% Web Development

Cynoteck Technology Solutions Pvt. Ltd. is a CRM Consulting and Systems Integration company known for its strong work ethic and effective project management. They deliver robust CRM solutions with high responsiveness and eagerness to meet client needs, as evidenced by positive feedback from all reviewers.

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Reviews mention Understands their clients' needs
Cynoteck Technology Solutions Pvt. Ltd. consistently demonstrates a strong understanding of client needs, as highlighted by their clients' feedback. One client praised their 'deep technical expertise combined with a customer-centric approach,' emphasizing their ability to tailor solutions effectively. Another noted their reliability and responsiveness, stating they are 'willing to accept change' and adapt to evolving requirements. Overall, the sentiment reflects high satisfaction with Cynoteck's commitment to understanding and addressing client objectives.

ERP Consulting & Web Dev for Health & Lifestyle Startup

5.0 Aug 7, 2024

What impressed me most about Cynoteck was its deep technical expertise combined with a customer-centric approach. They consistently went above and beyond to understand our specific needs and tailor solutions accordingly. Their commitment to delivering high-quality work and innovative solutions set them apart, making the experience unique and highly satisfactory.
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Dev Augmentation for Microsoft Power Platform Solutions Co

5.0 Apr 16, 2020

They understand what we’re asking for. If they don’t have a specific skillset we’re looking for, they’re upfront about it. They have integrity and are honest. We have a solid relationship with them. They listen, are accommodating, and bend over backward to help out.
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Salesforce Dev for Underground Utility Locating Firm

5.0 Sep 18, 2019

They’re very easy to work with because they’re willing to accept change. Our requirements and priorities change frequently, and they’ve been very understanding of that. Other vendors are not always that open or flexible. I try to call them a partner rather than a vendor because I do feel like they’re an extension of Blood Hound.
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1 of 1 reviews is 5 stars

Less than $10,000 avg. project cost

Reviewed 1 time in the past 6 months
In the past six months, client feedback for Cynoteck Technology Solutions Pvt. Ltd. has been overwhelmingly positive. A Managing Partner from Kubbair praised their exceptional project management, timely delivery, and proactive communication, highlighting a successful website development that exceeded expectations. Clients noted the company's attention to detail and genuine commitment to client satisfaction, fostering a partnership rather than a typical vendor-client relationship. Overall, clients expressed high levels of satisfaction and encouraged continued excellence in service delivery.
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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

$200,000 – $999,999 avg. project cost

CRM Consulting and SI PROJECT HIGHLIGHT

CRM Development for Coworking Space Company
5.0 — Cynoteck Technology Solutions Pvt. Ltd. has been hired to develop a CRM system for a coworking space company. The team handles the entire development process. Read more
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Industry Experience

Cynoteck Technology Solutions Pvt. Ltd. has demonstrated strong capabilities across various industries, including Healthcare, Real Estate, Manufacturing, Sports, Nonprofit, Consulting, Advertising & Marketing, Legal, Food & Beverages, and IT Services. Clients praised their expertise in developing RPA tools, CRMs, and websites, as well as their responsiveness and project management. They are particularly well-regarded in Healthcare and Real Estate for their innovative solutions and timely delivery, making them a suitable partner for organizations seeking technological advancements.
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Real estate Healthcare Manufacturing Sports Nonprofit Advertising & marketing Legal Cannabis Food & Beverages IT Services Software Education Arts, entertainment & music Retail Legal Information technology Utilities Consulting

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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

10% CRM Consulting and SI

65% Branding

15% Web Design +1 service

10% Search Engine Optimization

BS LLC is a CRM Consultancy firm specializing in CRM Implementation and CRM Systems Integration services, with a focus on solutions like HubSpot CRM. The company receives overwhelmingly positive feedback for its excellent project management and technical abilities, with 100% of reviewers noting improvements in sales and customer follow-up processes. Clients appreciate their supportive approach and recommend thorough communication to maximize project success.

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1 of 2 reviews are 5 stars

$10,000 – $49,000 avg. project cost

Reviewed 2 times in the past 6 months
Recent reviews for BS LLC highlight a strong overall sentiment of satisfaction among clients. Notably, a law firm praised the team's exceptional attention to detail and effective project management, reporting positive feedback from clients and an increase in website traffic. Similarly, Metolius Tea commended BS LLC for their creativity and responsiveness, while noting a desire for clearer expectations on deliverables. Overall, BS LLC is recognized for its professionalism and alignment with client values.
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Industry Experience

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

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Average Project Cost Breakdown

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

What Clients Have Said
Clients consistently highlight BS LLC's competitive pricing and excellent value for money, noting that their services fit within budget constraints while delivering high-quality results. One client remarked that BS LLC provided a 'good value for cost', while another emphasized their 'great culture fit' and responsiveness. Despite some minor suggestions for improvement, the overall sentiment reflects satisfaction with the cost-effectiveness of the services provided, reinforcing BS LLC's reputation as a reliable choice for various branding and marketing needs.
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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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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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Reviews mention Understands their clients' needs
SyncShow has consistently demonstrated a strong understanding of their clients' needs, as reflected in multiple reviews. Clients appreciated SyncShow's thorough approach in grasping their unique challenges, such as the emphasis on emotional intelligence in marketing messaging. One client noted that the team was responsive and provided guidance throughout the project, while another highlighted their ability to create tailored digital marketing strategies. Overall, the sentiment is overwhelmingly positive, indicating that SyncShow effectively aligns its strategies with client objectives.

Web Design & SEO for Manufacturing Firm

5.0 Nov 7, 2023

They truly understand their clients. They have a process that helps quantify your investment and measure the results.
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Digital Marketing Support for Machinery Company

4.0 Jan 26, 2022

SyncShow has a good understanding of our business. They’re also great at writing — they take our ideas and transform them into blog posts.
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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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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 7 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 marketing and development agency specializing in inbound marketing, HubSpot CMS implementation, and demand generation strategies. Across numerous reviews, clients commend Modgility's detailed project management and effective communication, with 100% of reviewers highlighting their expertise in increasing web traffic and conversion rates. Clients report significant improvements in their sales pipelines and online presence, though some suggest minor improvements in document management and communication efficiency.

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Reviews mention Helpful
Clients have expressed a highly positive sentiment towards Modgility's services, highlighting their exceptional organization and responsiveness. One client noted a '200%+ increase in pipeline growth' and praised Modgility's attention to detail, which significantly contributed to revenue growth. They appreciated the clarity of deadlines and the quick responses to inquiries, recommending Modgility for marketing improvements. However, a minor suggestion for improvement involved better organization within shared Google Drive folders.

Content Mktg, Web Dev & Digital Strategy for Construction Co

5.0 Aug 15, 2024

Mogility was extremely organized with our project planner and made deadlines clear and goals attainable. Whenever I had questions, they were quick to answer/help. I highly recommend their services to anyone wanting to improve their marketing.
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Industry Experience

Modgility has demonstrated expertise across diverse industries including Construction, Chemicals & Biotechnology, Media, IT Services, Healthcare, and Manufacturing. Clients commend their ability to enhance brand visibility and generate leads through tailored marketing strategies and HubSpot integration. Overall sentiment reflects strong satisfaction, highlighting significant increases in sales, web traffic, and conversion rates. Their strengths lie in project management, attention to detail, and a collaborative approach, making them a valuable partner particularly for businesses seeking growth in competitive markets.
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Construction Chemicals & Biotechnology Media IT Services Healthcare Manufacturing

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Average Project Cost Breakdown

$50,000 to $199,999 (6) $1,000,000 to $9,999,999 (1)

What Clients Have Said
Feedback on Modgility's pricing reflects a strong sentiment of value for money. Clients noted substantial returns on investment, such as a 250% increase in sales revenue and 240% growth in sales pipeline. One client mentioned spending $7,500 monthly, while another indicated a total investment of over $1 million, both highlighting impressive results. Overall, clients appreciate Modgility's expertise and responsiveness, viewing them as a valuable partner rather than just a service provider.
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Cleveland, Ohio (1) Middleburg Heights, Ohio (1) Colorado Springs, Colorado (1) Richmond Heights, Ohio (1)
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Smart Data

5.0 1 review

$50,000+

$100 - $149 / hr

50 - 249

Miamisburg, OH

Services provided

10% CRM Consulting and SI

50% Custom Software Development

40% IT Staff Augmentation

Smart Data is a software development company specializing in transitioning legacy systems to modern technology stacks, with a focus on healthcare applications. They have been lauded for their agile development process and exemplary communication, as 100% of the feedback praises their developers' skill and professionalism. The project outcomes include successful software conversion with minimal downtime, enabling geographic and operational expansion.

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Industry Experience

Smart Data demonstrates notable expertise in the healthcare industry, particularly in developing web-based applications for electronic medical records. Clients commend their agile development process and exceptional communication, highlighting successful software conversions that enhance scalability and user experience. Overall, feedback indicates a strong positive sentiment, with clients acknowledging Smart Data's ability to adapt complex data structures and customize solutions for medical professionals, making them an ideal partner for healthcare-related projects.
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Healthcare

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Average Project Cost Breakdown

$50,000 to $199,999 (1)

What Clients Have Said
Clients have expressed satisfaction with Smart Data's cost-effectiveness and the value derived from their services. One client noted that the conversion project was completed with minimal downtime, allowing for significant expansion and engagement with national companies. The agile development process was highlighted as a positive aspect, contributing to perceived value. Overall, clients feel that the expertise of Smart Data's developers justifies the investment, with no significant concerns raised regarding pricing.
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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

Atlanta, GA

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 High-quality work
Clients consistently highlight Velosio's high-quality work, particularly in their expertise with Microsoft solutions. One client noted their 'first-class support' and emphasized the successful migration of over 600 mailboxes to Exchange Online, describing the project as a 'great success.' The effective collaboration and deep knowledge of the Microsoft ecosystem were also commended, leading to a strong sense of comfort in the partnership. Overall, feedback reflects a positive sentiment towards the quality of Velosio's services.

Microsoft 365 Migration for Construction Company

5.0 Jun 16, 2022

The project was a great success. We moved 600+ mailboxes to Exchange Online and 300+ users from Skype on-premise to Teams. Obviously every technology project has hiccups, but we always had solutions and plans to address them and everything went pretty well.
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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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Austin, Texas (1) Fort Worth, Texas (1) Morristown, New Jersey (1) Solon, Ohio (1) Arlington, Virginia (1) Altavista, Virginia (1)
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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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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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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

Xpert Prime is a midsize CRM consulting and SI company. They specialize in CRM consulting and SI and Search Engine Optimization and were launched in 2017.
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Dayton, OH

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

+19123729886

See All Locations (2)

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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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Lake Digital LLC

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 LLC is an Advertising company. Located in Cleveland, Ohio and Nashville, Tennessee, their team provides Advertising and Search Engine Optimization.
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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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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

Bellevue, WA

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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Bellevue, WA

17815 NE 8th Place
Bellevue, WA 98008
1

425-283-8602

See All Locations (3)

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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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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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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

Lakewood, 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 services firm, is in Lakewood, Ohio. They focus on Search Engine Optimization and CRM consulting and SI and were founded in 2024.
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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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Cross Cloud Ops, LLC

Not yet reviewed

Undisclosed

Undisclosed

10 - 49

Cincinnati, OH

Services provided

40% CRM Consulting and SI

30% Cloud Consulting & SI

30% IT Managed Services

Headquartered in Indianapolis, Indiana and Cincinnati, Ohio, Cross Cloud Ops, LLC is a small CRM consulting and SI company. The team specializes in CRM consulting and SI and cloud consulting & SI.
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Cincinnati, OH

8044 Montgomery Rd Suite 700
Cincinnati, OH 45236
2 - 5

+1 317.296.6393

See All Locations (3)

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ContactUS Communications

Not yet reviewed

Undisclosed

Undisclosed

50 - 249

Hilliard, OH

Services provided

10% CRM Consulting and SI

20% AI Consulting

20% AI Development +4 services

20% Call Center Services

10% BI & Big Data Consulting & SI

10% Business Consulting

10% Customer Service Outsourcing

ContactUS Communications is an artificial intelligence company. Their midsize team is based in Hilliard, Ohio. Their services include Artificial Intelligence and Call Center Services.
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Onviqa Pvt. Ltd.

Not yet reviewed

$1,000+

$25 - $49 / hr

50 - 249

Cincinnati, OH

Services provided

10% CRM Consulting and SI

15% Custom Software Development

15% Web Development +6 services

10% Application Testing

10% Cloud Consulting & SI

10% E-Commerce Development

10% Mobile App Development

10% Search Engine Optimization

10% UX/UI Design

Launched in 2015, Onviqa Pvt. Ltd. Is a custom software development firm. The midsize team specializes in Custom Software Development and Web Development.
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Cincinnati, OH

6539 Harrison Avenue
Cincinnati, OH 45247
2 - 5

See All Locations (3)

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Yorty Designs

Not yet reviewed

Undisclosed

Undisclosed

10 - 49

Lakewood, OH

Services provided

10% CRM Consulting and SI

20% E-Commerce Development

20% Pay Per Click +4 services

20% Search Engine Optimization

10% ERP Consulting and SI

10% Graphic Design

10% Web Design

Yorty Designs is a SEO agency. The Lakewood, Ohio-based agency was established in 2010. Their services include Search Engine Optimization and Pay Per Click.
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RD Management Consulting Inc.

Not yet reviewed

Undisclosed

Undisclosed

2 - 9

Columbus, OH

Services provided

10% CRM Consulting and SI

20% Business Consulting

20% HR Consulting +5 services

10% BI & Big Data Consulting & SI

10% Commercial Financing

10% IT Managed Services

10% IT Strategy Consulting

10% UX/UI Design

RD Management Consulting Inc., a Business Consulting company, was established in 2003. The team provides Business Consulting and HR Consulting and is headquartered in Columbus, Ohio.
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