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Top CRM Consultants in Oklahoma City

Ratings Updated: May 7, 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

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Set2Close

5.0 96 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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Reviews mention Customized support
The feedback regarding Set 2 Close's customized support is overwhelmingly positive, with clients highlighting their tailored training approaches and responsiveness. One client noted the importance of personalized training that aligned with specific business needs, which significantly enhanced their productivity. Another emphasized the one-on-one assistance that addressed individual requirements effectively. Overall, clients appreciated the proactive communication and flexibility, which contributed to a seamless learning experience and successful outcomes in utilizing HubSpot.

HubSpot Onboarding for Financial Services Company

5.0 Jan 13, 2025

Set 2 Close's individualized approach helped me better understand how to use HubSpot. In addition to our weekly meetings, Kyle and Ari were prompt to respond to any questions I had via email.
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CRM & Marketing Consulting for Consulting Company

5.0 Mar 17, 2025

They provided assistance tailored to my specific needs, One on One. After each meeting, they provided follow-up videos for information not covered in the meeting.
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HubSpot Training & Consulting for Consulting Firm

5.0 Apr 8, 2025

Whenever I had specific needs or questions, Set2Close was highly responsive. They provided prompt support, either during training or in between sessions, ensuring I had the guidance needed to apply what I was learning. If any adjustments were required to tailor the training to my workflow, they made those changes seamlessly and quickly, without any delays. Their proactive communication and flexibility ensured a smooth learning experience and helped me stay on track with my goals.
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HubSpot Training & Consulting for Consulting Firm

5.0 Apr 8, 2025

What impressed me most about Set2Close was their personalized approach to training. Unlike many other training providers, they took the time to understand my specific business needs and tailored the HubSpot training accordingly. This made the experience feel relevant and directly applicable to my daily tasks. Their responsiveness was also exceptional.
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25 of 25 reviews are 5 stars

25 new reviews for CRM Consulting and SI services

Less than $10,000 avg. project cost

Reviewed 25 times in the past 6 months
Recent reviews for Set2Close highlight a consistently positive client sentiment, emphasizing their expertise in HubSpot implementation and training. Clients praised their tailored support, with one stating, "their deep knowledge was instrumental in getting our team email successfully connected." The flexibility and responsiveness of the team received commendations, particularly in adapting to client needs. Overall, clients express high satisfaction, with many recommending Set2Close for its exceptional service and personal touch.
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Industry Experience

Set2Close has demonstrated expertise across various industries, including non-profit, retail, real estate, and information technology, with an overall positive sentiment in feedback. In non-profit, they excelled in HubSpot onboarding, enabling effective donor management. Retail clients praised their personalized training, enhancing sales processes. Real estate companies benefited from tailored CRM setups. The IT sector valued Set2Close for their strategic approach to workflow optimization. Overall, they are highly recommended for companies in non-profit, retail, and IT sectors, seeking effective CRM implementation and sales support.
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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 Advertising & marketing Real estate Other industries

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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 96 reviews
Premier Verified

$1,000+

$25 - $49 / hr

50 - 249

Serves Oklahoma City, OK

Services provided

85% CRM Consulting and SI

14% Low/No Code Development

1% Custom Software Development

Peeklogic, LLC is a CRM Consulting and SI firm specializing in Salesforce implementation, integration, and customization. Across reviews, 100% of feedback is positive, highlighting their responsiveness, strong project management, and expertise in CRM systems integration. Many clients (over 70%) emphasize Peeklogic's ability to deliver solutions efficiently and their alignment with client values and operational needs.

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40 of 44 CRM Consulting and SI reviews are 5 stars

12 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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More responsive than most other service providers

Peeklogic, LLC is very responsive
They are a great candidate to start a conversation with. Send them a short message or project inquiry.
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United States (57) Canada (8) 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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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
In recent reviews, clients have expressed high satisfaction with CloudMasonry's expertise and project management. A Director of Sales Operations highlighted Ishan's extensive knowledge and effective consultation, which led to improved data reporting and streamlined processes. Overall, the sentiment is positive, with clients appreciating the timely delivery and alignment with budgetary constraints. No significant areas for improvement were noted, indicating a strong performance by CloudMasonry in meeting client needs.
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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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Reviews mention Knowledgeable
Clients consistently commend BridgeRev for their extensive knowledge and expertise in digital marketing and advertising. One client highlighted their 'knowledge and expertise are second to none,' emphasizing their integrity and partnership approach. Another client noted that 'they really know what they're doing,' reflecting satisfaction with the results produced. Overall, the sentiment regarding BridgeRev's knowledge is overwhelmingly positive, with clients expressing confidence in their capabilities and the successful outcomes achieved.

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.
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Inbound Marketing Campaign for Legal Firm

5.0 Jan 24, 2018

I'm very impressed by their knowledge in their field. Many other firms will try to make you believe that they know this industry well, but few can actually produce results like Bridges. Their team truly understands the nitty-gritty complexities of online advertising.
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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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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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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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Chicago, Illinois (18) Skokie, Illinois (1) Warrenville, Illinois (1)

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Oklahoma City, OK

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

833-639-2285

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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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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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Australia (1) Mongolia (1)

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Oklahoma City, OK

619 W Main Street
Oklahoma City, OK 73102
1

73102

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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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Legion Elite OKC

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.
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Ability to deliver

Focus

Proven

Market Leaders

Emerging

Niche

Clutch Leaders Matrix

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

1 BridgeRev

2 Ascend Technologies

3 Reflections Info Systems

A Clutch Leaders Matrix provides a broad view of the top-performing companies in a particular service or location. Each company featured in a Leaders Matrix is evaluated based on Focus and Ability to Deliver. The size of each circle indicates that company’s size.

By using verified reviews, focused service details, and real project data, the Leaders Matrix highlights companies that consistently deliver and stand out from the rest. Each company’s position is based on how well they focus on a service area and how consistently they deliver results, helping you make informed, confident decisions. Learn More

Focus (x-axis)

Focus accounts for a company’s specialization within a certain service.

Ability to Deliver (y-axis)

Ability to Deliver considers three criteria:

Client feedback and reviews
Work experience and previous projects
Market presence and reputation in the industry

List of the Top 3 Oklahoma City CRM Companies

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

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Ascend Technologies

Undisclosed

Undisclosed

250 - 999

Oklahoma City, OK

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

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Reflections Info Systems

Undisclosed

Undisclosed

250 - 999

Oklahoma City, OK

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

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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

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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

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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

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List of the Top Oklahoma City CRM Companies

Reviews mention Customized support

HubSpot Onboarding for Financial Services Company

CRM & Marketing Consulting for Consulting Company

HubSpot Training & Consulting for Consulting Firm

HubSpot Training & Consulting for Consulting Firm

Reviewed 25 times in the past 6 months

Industry Experience

Select Industry to see insights

HubSpot CRM Training & Consulting for Pharmacy

Custom CRM System Design for Monitoring Company

Peeklogic, LLC is very responsive

Dedicated Salesforce Team (Admin/Developer)

Reviewed 1 time in the past 6 months

CRM Consulting & SI for Pharmaceutical Consulting Firm

Industry Experience

Select Industry to see insights

Reviews mention Knowledgeable

Digital Marketing for Content Production Company

Inbound Marketing Campaign for Legal Firm

Industry Experience

Select Industry to see insights

Average Project Cost Breakdown

What Clients Have Said

Industry Experience

Select Industry to see insights

Average Project Cost Breakdown

What Clients Have Said

SRE Implementation for Retail Bank

Average Project Cost Breakdown

What Clients Have Said

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