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Top CRM Consultants in Oklahoma City

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 Oklahoma City, OK

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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Industry Experience

Set2Close has demonstrated expertise across various industries, including retail, manufacturing, non-profit, real estate, and technology. Clients commend their personalized approach, effective onboarding, and CRM optimization, particularly with HubSpot. The overall sentiment is positive, highlighting Set2Close's ability to adapt solutions for specific business needs, enhance operational efficiency, and drive measurable results in sales and customer engagement across sectors.
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Media Restaurants Wellness & Fitness Consulting Insurance Consumer Products Retail Non-profit Arts, entertainment & music Education Agriculture Business services Financial services Construction Transportation Software IT Services Other Industry Healthcare Human Resources Medical Supply Chain, Logistics, and Transport Manufacturing Information technology Real estate Other industries Advertising & marketing

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Average Project Cost Breakdown

Less than $10,000 (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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United States (68) Canada (19) Bulgaria (1)

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1 of 1 Oklahoma City-based review is 5 stars

Less than $10,000 avg. project cost for CRM Consulting and SI services in Oklahoma City

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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Peeklogic, LLC

5.0 101 reviews
Premier Verified

$1,000+

$25 - $49 / hr

50 - 249

Serves Oklahoma City, OK

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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Reviews mention Innovative
Clients have consistently highlighted Peeklogic, LLC's innovative approach, particularly noting their focus on problem-solving and efficiency. One client emphasized the company's impressive and unique methodology, which contributed to a straightforward project management experience. Overall, the sentiment surrounding innovation is highly positive, with no suggested areas for improvement.

Salesforce Data Migration for IT Recruitment Agency

5.0 Mar 4, 2025

The company’s focus on innovation and straightforward approach to problem-solving and efficiency were impressive.
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44 of 48 CRM Consulting and SI reviews are 5 stars

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

Less than $10,000 avg. project cost

CRM Consulting and SI PROJECT HIGHLIGHT

Custom CRM System Design for Monitoring Company
5.0 — Peeklogic, LLC has designed a custom CRM system for a monitoring company. Read more
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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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$8,000 Teams needing ongoing admin support $10,000 Organizations needing regular development work $12,000 Organizations using multiple Salesforce Clouds

Dedicated Salesforce Team (Admin/Developer)
Get a dedicated Salesforce team to continuously manage, develop, and optimize your Salesforce environment. Peeklogic provides experienced Salesforce administrators and developers who work as an extension of your team
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CloudMasonry

5.0 15 reviews
Premier Verified

$5,000+

$200 - $300 / hr

50 - 249

Serves Oklahoma City, OK

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 Accommodating
The reviews reflect a highly accommodating sentiment towards CloudMasonry. Clients emphasized their flexibility and responsiveness, with one noting the consultant's ability to adjust plans promptly when requirements changed. Another client praised the team's approachability and willingness to assist, stating, "They were very accommodating and quick to pivot when changes are requested of them." Overall, clients expressed satisfaction with CloudMasonry's dedication to meeting their needs, contributing positively to project success.

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 was also very accommodating whenever the schedule or scope had to change a bit. Not only did CloudMasonry solve countless requests during our time working together, we also feel more educated and prepared to take on new projects.
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Multi-Line Processing for IT Company

5.0 Oct 22, 2021

Cloud Masonry has always been quick to pivot with the NorthWinds team when requirements and deadlines changed. They wasted zero time in regrouping on their end to be very accommodating to us and our client. 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.
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6 of 6 CRM Consulting and SI reviews are 5 stars

1 new review for CRM Consulting and SI in past 6 months

$50,000 – $199,999 avg. project cost

CRM Consulting and SI PROJECT HIGHLIGHT

CRM Consulting & SI for Pharmaceutical Consulting Firm
5.0 — A pharmaceutical consulting firm hired CloudMasonry to digitize their lead conversion process using Pardot. The team also helped the client switch from email alerts to Salesforce for lead Read more
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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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United States (13) France (1) England (1)

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BridgeRev

5.0 4 reviews

$10,000+

$150 - $199 / hr

10 - 49

Oklahoma City, OK

Services provided

100% CRM Consulting and SI

BridgeRev is a digital marketing agency known for effective revenue growth strategies, offering services such as SEO, website optimization, and digital presence management. Feedback indicates a high level of client satisfaction, with 100% of reviews highlighting their partnership approach and expertise. Clients report significant business growth, with some noting a 34% sales increase and improved client acquisition.

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Industry Experience

BridgeRev has demonstrated substantial expertise across several industries, notably Education, Business Services, and Legal. In Education, they have driven a 34% sales growth, showcasing partnership and strategic support. In Business Services, they enhanced client acquisition for a CPA firm, transforming their online presence and client base. Within the Legal sector, they have notably improved lead generation and client engagement for law firms. Overall, feedback highlights their knowledge, responsiveness, and partnership approach, making them a strong fit for businesses seeking impactful digital marketing strategies.
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Education Business services Legal

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Average Project Cost Breakdown

$50,000 to $199,999 (3) $10,000 to $49,000 (1)

What Clients Have Said
Clients frequently highlight BridgeRev's services as offering excellent value for money, often noting significant returns on their investments. For instance, one client reported a growth in sales averaging 34% annually after engaging with BridgeRev, while another emphasized that their leads surged dramatically, leading to the need for additional staff. Although some clients initially perceived the pricing as high, they later acknowledged that the results justified the costs, indicating a strong overall sentiment regarding the company's value.
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Oklahoma City, Oklahoma (2) Norman, Oklahoma (1) Columbus, Ohio (1)

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Review Rating from Clients

5.0/5.0

Quality

5.0

Schedule

4.5

Cost

4.7

Willing to Refer

5.0

BridgeRev, based in Oklahoma City and Norman, excels in digital marketing, website redesign, SEO, and lead tracking for diverse clients like law firms and learning companies. Reviewers praise their strategic expertise, reliable communication, and ability to deliver measurable growth, making them a trusted partner for complex marketing projects.
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Ascend Technologies

4.9 20 reviews

Undisclosed

Undisclosed

250 - 999

Oklahoma City, OK

Services provided

15% CRM Consulting and SI

40% IT Managed Services

15% Cloud Consulting & SI +2 services

15% Cybersecurity

15% IT Strategy Consulting

Ascend Technologies, primarily an IT services and management company, is renowned for its comprehensive support in cybersecurity, data management, and IT infrastructure services. Reviews suggest a high satisfaction rate with their offerings, as approximately 95% of customers report satisfaction with their services, often highlighting their responsiveness and strategic guidance. A notable theme across reviews is their adept project management, with clients appreciating their proactive approach and effective communication.

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Reviews mention Experienced
Clients consistently commend Ascend Technologies for their extensive experience and professionalism in managing complex IT environments. For instance, one client highlighted their proficiency in handling IT infrastructure migrations and ongoing support, noting that they have never experienced major outages. Another client praised their detailed project management and responsiveness to feedback, stating they feel like a part of their team. Overall, the sentiment reflects high satisfaction with Ascend Technologies' capabilities and dedication to client success.

Managed IT Services for Marketing Agency

5.0 Apr 22, 2019

They’re smart, dedicated, and responsive. They also have a comprehensive understanding of how system changes affect users. Their experienced IT professionals can explain these effects in a way that our team easily understands.
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IT Infrastructure Services for Church Organization

4.5 Nov 9, 2018

Switchfast delivers high-quality services at a cost-effective rate. Their breadth and depth of experience allow us to maintain a one-person in-house IT staff. Their team outperforms any part-time person we could hire, saving us time, effort, and money.
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Industry Experience

Ascend Technologies has demonstrated strong expertise in the Education, Advertising & Marketing, Nonprofit, Financial Services, Legal, Manufacturing, and Business Services sectors. Feedback highlights their strengths in cybersecurity, IT infrastructure management, and proactive support. Clients appreciate their responsiveness, tailored solutions, and commitment to understanding unique organizational needs. Overall, sentiment is positive across industries, indicating Ascend's suitability for clients seeking reliable IT services, particularly in sectors prioritizing cybersecurity and technical support.
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Education Advertising & marketing Other Industry Nonprofit Financial services Design Legal Manufacturing Business services

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Average Project Cost Breakdown

$50,000 to $199,999 (7) $200,000 to $999,999 (4) Less than $10,000 (1) $10,000 to $49,000 (1)

What Clients Have Said
Clients generally perceive Switchfast Technologies as offering competitive pricing and high value for money. Feedback indicates that their services are cost-effective, particularly for small to mid-sized businesses. One client noted, 'They were the most cost-effective' compared to other providers, while another mentioned spending around $45,000 annually, finding it justified by the quality of service received. Overall, clients appreciate the proactive support and responsiveness, which further enhances their perception of value.
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Oklahoma City, OK

13320 North Eastern Avenue
Oklahoma City, OK 73131
31 - 40

833-639-2285

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Featured

What are Featured Providers?
Computan

4.8 45 reviews
Verified

$1,000+

$25 - $49 / hr

50 - 249

Serves Oklahoma City, OK

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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Reflections Info Systems

4.8 3 reviews

Undisclosed

Undisclosed

250 - 999

Oklahoma City, OK

Services provided

10% CRM Consulting and SI

10% BI & Big Data Consulting & SI

10% Branding +7 services

10% Cloud Consulting & SI

10% Cybersecurity

10% DevOps Managed Services

10% Digital Engineering

10% Mobile App Development

10% Social Media Marketing

10% UX/UI Design

Reflections Info Systems is a CRM Consulting and SI company known for its professional and effective project management, particularly in complex IT and systems integration challenges. Overwhelmingly positive feedback highlights their ability to reduce operational costs and provide comprehensive IT support, with no areas noted for improvement. The company is highly recommended by clients for their professionalism and expertise.

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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

$10,000 – $49,000 avg. project cost

CRM Consulting and SI PROJECT HIGHLIGHT

SRE Implementation for Retail Bank
5.0 — Reflections Info Systems helped a bank build and implement an SRE team. The team was responsible for the end-to-end management of the client's e-wallet system, including solving any issues that Read more
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Industry Experience

Reflections Info Systems has demonstrated strong expertise across the Software and Banking industries. In Software, they excel in product development and operational support, receiving praise for meeting project deadlines and maintaining consistent communication. In Banking, their impact is evident in optimizing IT reliability and reducing operational costs significantly through the establishment of site reliability engineering teams. Overall, feedback indicates a high level of professionalism and commitment, making them a suitable partner for clients in these sectors.
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Software Banks

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Average Project Cost Breakdown

$10,000 to $49,000 (1)

What Clients Have Said
Reflections Info Systems is recognized for offering competitive pricing that aligns with client budgets, as noted by a Global IT Lead who selected them specifically for their cost-effectiveness. Another client, managing director at Khan Bank, highlighted their ability to significantly reduce operational costs through effective solutions, illustrating the overall value provided. Both clients expressed high satisfaction with the company's services, indicating strong sentiment towards the value for money received.
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RJ Consulting Services

Not yet reviewed

Undisclosed

Undisclosed

2 - 9

Oklahoma City, OK

Services provided

100% CRM Consulting and SI

RJ Consulting Services is a small CRM consulting and SI company in Oklahoma City, Oklahoma. Their services include CRM consulting and SI.
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BoldRamp

Not yet reviewed

Undisclosed

Undisclosed

2 - 9

Oklahoma City, OK

Services provided

100% CRM Consulting and SI

Launched in 2020, BoldRamp is a small Oklahoma City, Oklahoma-based CRM consulting and SI company. Their services include CRM consulting and SI.
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Top CRM Consultants in Oklahoma City

List of the Top Oklahoma City CRM Companies

Industry Experience

Select Industry to see insights

Average Project Cost Breakdown

What Clients Have Said

HubSpot CRM Training & Consulting for Pharmacy

Reviews mention Innovative

Salesforce Data Migration for IT Recruitment Agency

Custom CRM System Design for Monitoring Company

Dedicated Salesforce Team (Admin/Developer)

Reviews mention Accommodating

Custom Software Development for Financial Services Company

Multi-Line Processing for IT Company

CRM Consulting & SI for Pharmaceutical Consulting Firm

Industry Experience

Select Industry to see insights

Industry Experience

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Average Project Cost Breakdown

What Clients Have Said

Reviews mention Experienced

Managed IT Services for Marketing Agency

IT Infrastructure Services for Church Organization

Industry Experience

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Average Project Cost Breakdown

What Clients Have Said

Reviews mention Trustworthy

HubSpot Web Dev for Media Production Company

Web Development for Online Education Company

Marketing Collateral for Data Center Provider

Industry Experience

Select Industry to see insights

Average Project Cost Breakdown

What Clients Have Said

SRE Implementation for Retail Bank

Industry Experience

Select Industry to see insights

Average Project Cost Breakdown

What Clients Have Said

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List of the Top 3 Oklahoma City CRM Companies

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