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Home IT Services CRM United States Ohio

Top CRM Consultants in Ohio

Ratings Updated: March 27, 2026
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6 Leaders 15 Contenders

57 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 90 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 specializing in CRM implementation and systems integration, particularly with HubSpot. They consistently receive high praise for their expertise, value for cost, and effective project management, with 100% of reviews highlighting their responsive support and tailored solutions. Clients frequently commend their onboarding and training processes, ensuring seamless adoption and maximizing CRM utility.

    See all 90 projects
    24 of 24 reviews are 5 stars
    23 new reviews for CRM Consulting and SI services
    Less than $10,000 avg. project cost

    Reviewed 24 times in the past 6 months

    In the last six months, Set2Close has received overwhelmingly positive feedback for their HubSpot onboarding and training services. Clients praised their knowledgeable team, particularly highlighting the personalized support and effective communication. For instance, one client noted that the training sessions simplified complex processes for non-tech users. Additionally, another client emphasized the seamless implementation and immediate improvements in sales pipeline management. Overall, clients expressed high satisfaction with Set2Close's responsiveness and expertise, often recommending them for future projects.
    Read 24 Recent Reviews
    68 of 73 CRM Consulting and SI reviews are 5 stars
    23 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 Onboarding Services for SaaS Platform

    5.0 — Set 2 Close provided HubSpot onboarding services for a SaaS platform. The team was responsible for setting up the tool, providing training and troubleshooting, and offering video support. Read more
    Read 73 Reviews

    Industry Experience

    Set2Close has garnered positive feedback across various industries, including Information Technology, Manufacturing, Media, Financial Services, and Education. Clients commend their expertise in HubSpot implementation, project management, and CRM customization. The overall sentiment is highly favorable, particularly in IT and Manufacturing, where their tailored solutions have significantly streamlined operations and increased efficiency. Potential clients in these sectors seeking CRM support and sales process optimization would find Set2Close particularly suitable.

    Read All Reviews

    Select Industry to see insights

    Media Restaurants Wellness & Fitness Consulting Insurance Consumer Products Retail Non-profit Arts, entertainment & music Education Agriculture Real estate Business services Financial services Construction Transportation Software IT Services Other Industry Healthcare Human Resources Medical Supply Chain, Logistics, and Transport Manufacturing Information technology Advertising & marketing

    View projects from:

    United States (64) Canada (18) 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 feedback for CloudMasonry highlights strong client satisfaction, particularly with their knowledgeable staff. A client from Eliquent noted that Ishan provided exceptional guidance, leading to a successful digitization of their lead conversion process. The project resulted in streamlined operations and improved data reporting. Overall, clients appreciate the company's responsiveness and expertise, with no significant areas for improvement identified in the latest reviews.
    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.

    Read All Reviews

    Select Industry to see insights

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

    View projects from:

    United States (13) France (1) England (1)
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  • ContactUS Communications Logotype

    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.

    Read more
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  • Onviqa Pvt. Ltd. Logotype

    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.

    Read more

    Cincinnati, OH

    6539 Harrison Avenue
    Cincinnati, OH 45247

    2 - 5

    See All Locations (3)
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  • Yorty Designs Logotype

    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. Logotype

    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.

    Read more
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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
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Ability to deliver
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Clutch Leaders Matrix

Rollover to see company insights or click a company below for more details.

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

List of the Top 6 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

    34.5/40.0
    17.6/20 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

    25.4/40.0
    17/20 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. VIB Marketing Logotype

    VIB Marketing

    $5,000+
    $200 - $300 / hr
    10 - 49
    Vermilion, OH

    Ability to deliver

    24.5/40.0
    16.2/20 Reviews
    1.9/10 Clients & Experience
    6.3/10 Market Presence

    Service focus

    10% CRM Consulting and SI
    90% Other
    View Profile Visit Website
  6. 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
  7. 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
  8. 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
  9. Velosio Logotype

    Velosio

    $10,000+
    $100 - $149 / hr
    250 - 999
    Findlay, OH

    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
  10. 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
  11. 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
  12. 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
  13. 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
  14. 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
  15. 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
  16. 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
  17. 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
  18. 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
  19. 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
  20. 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
  21. 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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