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Home IT Services CRM United States Ohio

Top CRM Consultants in Ohio

Ratings Updated: February 10, 2026
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5 Leaders 15 Contenders

53 Companies

Country: United States
State: Ohio
Services: CRM Consulting and SI

List of the Top Ohio CRM Companies

  • Featured

    What are Featured Providers?

    Set2Close Logotype

    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.

    See all 81 projects
    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.
    Read 20 Recent Reviews

    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.
    Read All Reviews

    More responsive than most other service providers

    Set2Close is very responsive

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

    View projects from:

    United States (59) Canada (15) Bulgaria (1)
    View Profile Visit Website
    CloudMasonry Logotype

    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.

    See all 15 projects
    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.
    Read 1 Recent Review

    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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    Select Industry to see insights

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

    Average Project Cost Breakdown

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

    What Clients Have Said

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

    View projects from:

    United States (13) France (1) England (1)
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    Cynoteck Technology Solutions Pvt. Ltd. Logotype

    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.

    See all 31 projects

    Reviews mention Puts the customer first

    Clients consistently praise Cynoteck Technology Solutions Pvt. Ltd. for their customer-first approach. One client noted their 'humility and willingness to work,' emphasizing a focus on customer needs rather than revenue. Another highlighted the team's 'attention to detail' and commitment to client satisfaction, stating it felt like a partnership. Overall, sentiment reflects strong appreciation for their proactive communication, timely project delivery, and genuine care in delivering value, reinforcing their dedication to putting customers first.
    • Website Dev, SEO & UI Design for Tax Advisory Firm
      5.0 Aug 1, 2023

      We were impressed with their humility, willingness to work, and customer-focused approach. Mr. Anshul was assigned as Project Manager and there was a regular update call with the Senior team on the project. They were able to meet our needs described in earlier part of this review.

      Read Full Review
    • Custom Web Development for Custom Clothing Company
      5.0 Oct 7, 2025

      Project management was excellent. Cynoteck’s team delivered every milestone on or ahead of schedule and communicated consistently through each phase. Sparsh, my account manager from Cynoteck team was always proactive, quick to address any queries, and ensured the development followed my vision down to the smallest detail. Their attention to detail, commitment to client satisfaction, and ability to transform ideas into a fully functional digital experience truly impressed me.

      Read Full Review
    Read All Reviews

    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.

    Read All Reviews

    Select Industry to see insights

    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

    Average Project Cost Breakdown

    $10,000 to $49,000 (10) Less than $10,000 (8) $50,000 to $199,999 (2) $200,000 to $999,999 (2)

    What Clients Have Said

    Cynoteck Technology Solutions Pvt. Ltd. is frequently praised for providing good value for cost, with clients noting that their pricing fits within budget constraints while delivering high-quality results. One client remarked on their 'good value for cost,' while another highlighted that their deliverables exceeded expectations. Overall, the sentiment is positive, with many clients expressing satisfaction with the balance between cost and the quality of services received.
    Read All Reviews
    $3,000 Basic Package ideal for first-time CRM users. $8,000 Standard Package ideal for existing CRM users $15,000 Enhanced Package for CRM power-users

    CRM Implementation Packages

    Basic Package: CRM Setup, Lead, Opportunity, Contact, Accounts, Activities, Dashboards ||| Standard Package: All features of Basic Package plus Territory Management, Product & Price Book, Lead Channels, Sales Cadence, Mobile App ||| Enhanced Package: All features of Standard Package plus Team Collaboration, Case Management, Automations
    View Packages
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  • Winterhoff Internet Solutions, Inc. Logotype

    Not yet reviewed

    Undisclosed
    Undisclosed
    2 - 9
    Springfield, OH

    Services provided

    10% CRM Consulting and SI
    20% Search Engine Optimization
    20% Social Media Marketing +5 services
    10% AI Development
    10% E-Commerce Development
    10% Pay Per Click
    10% Web Design
    10% Web Development

    Winterhoff Internet Solutions, Inc. Is a social media marketing company founded in 2007. The company provides Social Media Marketing and Search Engine Optimization.

    Read more
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  • CodeBlu Development Logotype

    5.0 1 review
    Undisclosed
    Undisclosed
    2 - 9
    Cincinnati, OH

    Services provided

    10% CRM Consulting and SI
    20% Custom Software Development
    20% Web Development +5 services
    10% AI Development
    10% API Development
    10% E-Commerce Development
    10% Mobile App Development
    10% Search Engine Optimization

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

    See all 1 projects
    View Profile
  • Techno Facts Solutions Pvt Ltd Logotype

    Not yet reviewed

    Undisclosed
    Undisclosed
    50 - 249
    Dublin, OH

    Services provided

    10% CRM Consulting and SI
    20% Custom Software Development
    20% Staffing +5 services
    10% IT Staff Augmentation
    10% Recruiting
    10% Recruitment Process Outsourcing
    10% Web Design
    10% Web Development

    Techno Facts Solutions Pvt Ltd is a software development firm based in Dublin, Ohio and Hyderabad, India. They focus on Custom Software Development and Staffing.

    Read more
    View Profile

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1 InfoGrow
2 BS LLC
3 SyncShow
4 Modgility
5 Smart Data

List of the Top 5 Ohio CRM Companies

  1. InfoGrow Logotype

    InfoGrow

    $5,000+
    $150 - $199 / hr
    2 - 9
    Cuyahoga Falls, OH

    Ability to deliver

    24.6/40.0
    16.6/20 Reviews
    2.4/10 Clients & Experience
    5.6/10 Market Presence

    Service focus

    75% CRM Consulting and SI
    25% Other
    View Profile Visit Website
  2. BS LLC Logotype

    BS LLC

    $5,000+
    $200 - $300 / hr
    2 - 9
    Cincinnati, OH

    Ability to deliver

    35/40.0
    18/20 Reviews
    10/10 Clients & Experience
    7/10 Market Presence

    Service focus

    10% CRM Consulting and SI
    90% Other
    View Profile Visit Website
  3. SyncShow Logotype

    SyncShow

    $10,000+
    $100 - $149 / hr
    10 - 49
    Westlake, OH

    Ability to deliver

    32.9/40.0
    16.4/20 Reviews
    8.1/10 Clients & Experience
    8.4/10 Market Presence

    Service focus

    10% CRM Consulting and SI
    90% Other
    View Profile Visit Website
  4. Modgility Logotype

    Modgility

    $25,000+
    $150 - $199 / hr
    10 - 49
    Westlake, OH

    Ability to deliver

    24.4/40.0
    16/20 Reviews
    2.6/10 Clients & Experience
    5.7/10 Market Presence

    Service focus

    10% CRM Consulting and SI
    90% Other
    View Profile Visit Website
  5. Smart Data Logotype

    Smart Data

    $50,000+
    $100 - $149 / hr
    50 - 249
    Miamisburg, OH

    Ability to deliver

    21.5/40.0
    16.2/20 Reviews
    0/10 Clients & Experience
    5.3/10 Market Presence

    Service focus

    10% CRM Consulting and SI
    90% Other
    View Profile Visit Website
  6. Silo Connectors, LLC Logotype

    Silo Connectors, LLC

    $5,000+
    $100 - $149 / hr
    2 - 9
    Broadview Heights, OH

    Ability to deliver

    5.8/40.0
    0/20 Reviews
    0.6/10 Clients & Experience
    5.2/10 Market Presence

    Service focus

    100% CRM Consulting and SI
    View Profile Visit Website
  7. Robots & Pencils Logotype

    Robots & Pencils

    $25,000+
    $100 - $149 / hr
    50 - 249
    Cleveland, OH

    Ability to deliver

    35.4/40.0
    16.2/20 Reviews
    9.2/10 Clients & Experience
    9.9/10 Market Presence

    Service focus

    15% CRM Consulting and SI
    85% Other
    View Profile Visit Website
  8. Velosio Logotype

    Velosio

    $10,000+
    $100 - $149 / hr
    250 - 999
    Atlanta, GA

    Ability to deliver

    35.2/40.0
    15.8/20 Reviews
    9.6/10 Clients & Experience
    9.8/10 Market Presence

    Service focus

    20% CRM Consulting and SI
    80% Other
    View Profile Visit Website
  9. CU NextGen Logotype

    CU NextGen

    $1,000+
    $25 - $49 / hr
    50 - 249
    Cincinnati, OH

    Ability to deliver

    5.4/40.0
    0/20 Reviews
    0.1/10 Clients & Experience
    5.3/10 Market Presence

    Service focus

    40% CRM Consulting and SI
    60% Other
    View Profile Visit Website
  10. Cincom Systems Logotype

    Cincom Systems

    Undisclosed
    $100 - $149 / hr
    250 - 999
    Cincinnati, OH

    Ability to deliver

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

    Service focus

    40% CRM Consulting and SI
    60% Other
    View Profile Visit Website
  11. CyanGate Logotype

    CyanGate

    Undisclosed
    Undisclosed
    50 - 249
    Cincinnati, OH

    Ability to deliver

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

    Service focus

    100% CRM Consulting and SI
    View Profile Visit Website
  12. TrellisPoint Logotype

    TrellisPoint

    Undisclosed
    Undisclosed
    50 - 249
    Brecksville, OH

    Ability to deliver

    5.5/40.0
    0/20 Reviews
    0/10 Clients & Experience
    5.5/10 Market Presence

    Service focus

    25% CRM Consulting and SI
    75% Other
    View Profile Visit Website
  13. Ellipse Solutions Logotype

    Ellipse Solutions

    Undisclosed
    $100 - $149 / hr
    10 - 49
    Dayton, OH

    Ability to deliver

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

    Service focus

    50% CRM Consulting and SI
    50% Other
    View Profile Visit Website
  14. NuGrowth Solutions, LLC Logotype

    NuGrowth Solutions, LLC

    $5,000+
    $100 - $149 / hr
    10 - 49
    Columbus, OH

    Ability to deliver

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

    Service focus

    50% CRM Consulting and SI
    50% Other
    View Profile Visit Website
  15. SCI 360 Logotype

    SCI 360

    Undisclosed
    Undisclosed
    10 - 49
    Cincinnati, OH

    Ability to deliver

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

    Service focus

    50% CRM Consulting and SI
    50% Other
    View Profile Visit Website
  16. Revolution Group Logotype

    Revolution Group

    $1,000+
    $150 - $199 / hr
    50 - 249
    Westerville, OH

    Ability to deliver

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

    Service focus

    20% CRM Consulting and SI
    80% Other
    View Profile Visit Website
  17. Algorithm, Inc. Logotype

    Algorithm, Inc.

    Undisclosed
    $150 - $199 / hr
    10 - 49
    Dublin, OH

    Ability to deliver

    5.5/40.0
    0/20 Reviews
    0/10 Clients & Experience
    5.5/10 Market Presence

    Service focus

    20% CRM Consulting and SI
    80% Other
    View Profile Visit Website
  18. M3 Multifamily Media Management, LLC Logotype

    M3 Multifamily Media Management, LLC

    Undisclosed
    Undisclosed
    2 - 9
    Westlake, OH

    Ability to deliver

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

    Service focus

    50% CRM Consulting and SI
    50% Other
    View Profile Visit Website
  19. Martin and Associates Logotype

    Martin and Associates

    Undisclosed
    Undisclosed
    10 - 49
    Cincinnati, OH

    Ability to deliver

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

    Service focus

    40% CRM Consulting and SI
    60% Other
    View Profile Visit Website
  20. The Adcom Group Logotype

    The Adcom Group

    $10,000+
    $150 - $199 / hr
    50 - 249
    Cleveland, OH

    Ability to deliver

    5.5/40.0
    0/20 Reviews
    0/10 Clients & Experience
    5.5/10 Market Presence

    Service focus

    10% CRM Consulting and SI
    90% Other
    View Profile Visit Website

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