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Top CRM Consultants in Oklahoma City

Ratings Updated: February 9, 2026
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3 Leaders 3 Contenders

6 Companies

Country: United States
State: Oklahoma
City: Oklahoma City
Services: CRM Consulting and SI

List of the Top Oklahoma City CRM Companies

  • Featured

    What are Featured Providers?

    Set2Close Logotype

    Set2Close

    5.0 81 reviews
    Premier Verified
    $5,000+
    $200 - $300 / hr
    10 - 49
    Serves Oklahoma City, OK

    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

    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.

    Read All Reviews

    Select Industry to see insights

    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

    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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    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 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.

    See all 15 projects

    Reviews mention Reasonable pricing

    Clients have highlighted CloudMasonry's reasonable pricing as a significant advantage. One client noted that their project was completed 'on budget,' which contributed to a seamless experience. Additionally, the flexibility and efficiency of CloudMasonry's team were praised, indicating that clients felt they received good value for their investment. Overall, the sentiment regarding pricing is positive, with clients expressing satisfaction with the cost-effectiveness of the solutions provided.
    • Client Turnkey System for Events & Hospitality Company
      5.0 Aug 8, 2020

      Our project was accomplished in the predicted timeline and on budget. The deliverables met our expectations. CM felt truly engaged in our process.

      Read Full Review
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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
    Read 6 Reviews

    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. Logotype

    Cynoteck Technology Solutions Pvt. Ltd.

    4.9 31 reviews
    Premier Verified
    $10,000+
    $25 - $49 / hr
    50 - 249
    Serves Oklahoma City, OK

    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 Customized support

    Clients have expressed positive sentiments regarding Cynoteck Technology Solutions' customized support, highlighting their adeptness at creating tailored solutions to meet specific requirements. One client noted, 'They were excellent at creating custom solutions to ensure that the general ledger fit all of our company's needs.' However, there were suggestions for improvement in providing a clearer overview of project deliverables and timelines, indicating a need for enhanced communication in project phases.
    • Software Development for Management Consulting Firm
      5.0 Aug 4, 2020

      They were excellent at creating custom solutions to ensure that the general ledger fit all of our company's needs.

      Read Full Review
    • Microsoft Automation for Law Firm
      5.0 May 21, 2020

      The long-term impact will be profound because these projects have shown us that, regardless of our firm's small size, it is possible for us to have a custom practice management system that perfectly fits our needs. We do not need to settle for OTB solutions because Cynoteck's expertise, combined with IaaS/PaaS/SaaS, makes custom solutions a reality for small firms.

      Read Full Review
    Read All Reviews
    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
    Read 1 Review

    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.
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    $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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  • BridgeRev Logotype

    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.

    See all 4 projects

    Reviews mention Honest

    BridgeRev has received positive feedback regarding their honesty and integrity, with clients noting their willingness to provide candid advice, even when it may not align with the client's initial desires. One client highlighted, "They care about our success and are not afraid to tell us when we try to do something that might not be good for us." Overall, sentiments reflect a strong appreciation for their transparent communication and commitment to client success.
    • Digital Marketing for Content Production Company
      5.0 Jun 15, 2022

      Their knowledge and expertise are second to none. However, the most impressive thing is how they treat us like a true partner. They care about our success and are not afraid to tell us when we try to do something that might not be good for us. Honest and high integrity.

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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.

    Read All Reviews

    Select Industry to see insights

    Education Business services Legal

    View projects from:

    Oklahoma City, Oklahoma (2) Norman, Oklahoma (1) Columbus, Ohio (1)

    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 Logotype

    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.

    See all 20 projects

    Reviews mention Accommodating

    Clients consistently highlight Ascend Technologies' accommodating nature, noting their responsiveness to feedback and flexibility in communication. One client emphasized their ability to adapt to a demanding leadership style by increasing meeting frequency. Another praised their proactive approach to IT management, with a commitment to fitting within client schedules. Overall, feedback reflects a strong sentiment of satisfaction, as Ascend Technologies is viewed as a partner that prioritizes client needs and fosters collaborative relationships.
    • IT Infrastructure Services for Church Organization
      4.5 Nov 9, 2018

      When I first came onboard, miscommunication hampered our organization’s relationship with Switchfast. We implemented weekly calls to review tickets, address issues, and translate IT terms into business phrases. This strategy smoothed our relationship. Switchfast also accommodated my more demanding style of leadership; when we start a larger project, I serve as project manager and frequently request more meetings and documentation.

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    • Network Installation & Managed Services for Offshoring Firm
      5.0 Sep 13, 2016

      Tickets can be issued by email and we also have access to portals. It all depends on the user's preference since not everyone communicates the same way. Switchfast Technologies has been tremendously accommodating in fitting within our schedule versus simply telling us when an issue would be fixed. We have an account manager from Switchfast Technologies, but there are multiple ways of starting remediation and ticketing.

      Read Full Review
    Read All Reviews

    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.
    Read All Reviews

    View projects from:

    Chicago, Illinois (18) Skokie, Illinois (1) Warrenville, Illinois (1)

    Oklahoma City, OK

    13320 North Eastern Avenue
    Oklahoma City, OK 73131

    31 - 40

    833-639-2285

    See All Locations (6)
    View Profile
  • Reflections Info Systems Logotype

    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.

    See all 3 projects
    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
    Read 1 Review

    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.
    Read All Reviews

    View projects from:

    Australia (1) Mongolia (1)

    Oklahoma City, OK

    619 W Main Street
    Oklahoma City, OK 73102

    1

    73102

    See All Locations (2)
    View Profile

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  • RJ Consulting Services Logotype

    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.

    Read more
    View Profile
  • BoldRamp Logotype

    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.

    Read more
    View Profile
  • Legion Elite OKC Logotype

    Not yet reviewed

    $5,000+
    $100 - $149 / hr
    2 - 9
    Oklahoma City, OK

    Services provided

    20% CRM Consulting and SI
    30% Direct Marketing
    25% Market Research +1 service
    25% Marketing Strategy

    Legion Elite OKC is a Direct Marketing company. They were established in 2016, and their services include Direct Marketing and Marketing Strategy.

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

1 BridgeRev
2 Ascend Technologies
3 Reflections Info Systems

List of the Top 3 Oklahoma City CRM Companies

  1. BridgeRev Logotype

    BridgeRev

    $10,000+
    $150 - $199 / hr
    10 - 49
    Oklahoma City, OK

    Ability to deliver

    21.7/40.0
    16.2/20 Reviews
    0/10 Clients & Experience
    5.5/10 Market Presence

    Service focus

    100% CRM Consulting and SI
    View Profile Visit Website
  2. Ascend Technologies Logotype

    Ascend Technologies

    Undisclosed
    Undisclosed
    250 - 999
    North Little Rock, AR

    Ability to deliver

    27.8/40.0
    15.8/20 Reviews
    6.4/10 Clients & Experience
    5.6/10 Market Presence

    Service focus

    15% CRM Consulting and SI
    85% Other
    View Profile Visit Website
  3. Reflections Info Systems Logotype

    Reflections Info Systems

    Undisclosed
    Undisclosed
    250 - 999
    Thiruvananthapuram, India

    Ability to deliver

    22.1/40.0
    16.8/20 Reviews
    0/10 Clients & Experience
    5.3/10 Market Presence

    Service focus

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

    RJ Consulting Services

    Undisclosed
    Undisclosed
    2 - 9
    Oklahoma City, OK

    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
  5. BoldRamp Logotype

    BoldRamp

    Undisclosed
    Undisclosed
    2 - 9
    Oklahoma City, OK

    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
  6. Legion Elite OKC Logotype

    Legion Elite OKC

    $5,000+
    $100 - $149 / hr
    2 - 9
    Oklahoma City, OK

    Ability to deliver

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

    Service focus

    20% CRM Consulting and SI
    80% Other
    View Profile Visit Website

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