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Top CRM Consultants in Oklahoma City

Ratings Updated: July 8, 2026

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Featured

What are Featured Providers?
Set2Close

5.0 100 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 and Systems Integration firm specializing in HubSpot onboarding, training, and integration. They receive overwhelmingly positive feedback, with clients appreciating their personalized, knowledgeable service and their ability to enhance HubSpot utility. With 100% of reviews highlighting their expertise and exceptional support, Set2Close is highly recommended for CRM Consulting and CRM SI services.

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Reviews mention Knowledgeable
The reviews reflect a consistently positive sentiment regarding Set2Close's knowledgeability. Clients emphasized their expertise in HubSpot, with feedback highlighting their ability to quickly identify key areas for optimization and provide thorough training. For instance, one CEO noted the consultant's 'highly knowledgeable, patient, and understanding' approach, while another client praised the team's 'depth of HubSpot knowledge' and their responsiveness to inquiries. Overall, Set2Close is recognized for their comprehensive understanding of the platform and effective onboarding support.

Migration Services for Real Estate Company

4.5 Jun 20, 2024

They were knowledgeable in Hubspot, understood the project's scope and needs, and helped us attain our objectives.
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CRM Consulting & SI for Software Co

5.0 Jan 20, 2025

HubSpot can be a daunting system due to its feature richness and having such finely tuned settings that can be applied to almost anything you are doing. Even for a technically savvy individual, it is a laborious task to get your bearings and move through the steps. Set 2 Close made this process infinitely easier and served as a guiding point to avoid getting lost in the process. Matt displayed extensive technical knowledge of HubSpot and would easily outmatch 20 Fiverr or UpWork hires for any business thinking they could optimize this with discounted ‘talent.’
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CRM Consulting & SI for Design-Build Company

5.0 Feb 11, 2025

Set 2 Close demonstrated knowledgeable expertise throughout the project. They provided key pointers and prompt responses to questions, ensuring that all needs were addressed efficiently.
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HubSpot Migration for Camping Trailer Company

5.0 Feb 12, 2025

They were knowledgeable, thorough, and organized, demonstrated an excellent ability to understand our specific company needs and helped to train and educate us on Hubspot functionality in a friendly and accessible manner.
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HubSpot Training for Managed IT Service Provider

5.0 Apr 23, 2025

Set 2 Close demonstrated deep knowledge of Hubspot and best practices for using it for my company's workflow.
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19 of 19 reviews are 5 stars

19 new reviews for CRM Consulting and SI services

Less than $10,000 avg. project cost

Reviewed 19 times in the past 6 months
In the past six months, Set2Close has received overwhelmingly positive feedback for their expertise in HubSpot onboarding and training. Clients consistently praise the team's knowledge, responsiveness, and personalized support. For instance, one client highlighted Jeremy's ability to simplify complex processes, while another noted the effective project management that ensured timely deliverables. Overall, clients feel empowered and confident in using HubSpot, with many expressing eagerness to continue their partnership with Set2Close.
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Industry Experience

Set2Close has demonstrated expertise across various industries, including advertising & marketing, information technology, education, non-profit, real estate, and manufacturing. Reviews highlight their strengths in CRM onboarding, HubSpot training, and personalized support, with a consistent emphasis on effective communication and adaptability. Clients report significant improvements in operational efficiency, lead management, and sales processes, establishing Set2Close as a valuable partner for businesses seeking to enhance their CRM capabilities and achieve strategic growth.
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Media Consulting Restaurants Wellness & Fitness 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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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

5.0 103 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 CRM Systems Integration and Implementation, particularly focused on Salesforce. They consistently receive high praise for their responsiveness, expertise, and effective solutions, with 100% of reviewers noting their strong project management and timely delivery. Additionally, the company is commended for aligning with client needs, seamlessly integrating CRM solutions, and enhancing operational efficiency and process automation.

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45 of 49 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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Industry Experience

Peeklogic, LLC has received positive feedback across multiple industries, including Financial Services, Information Technology, Medical, Manufacturing, and Legal. Clients commend their expertise in Salesforce integration and automation, noting a significant impact on operational efficiency and project management. The company is lauded for its responsiveness, willingness to customize solutions, and adherence to deadlines. Overall, Peeklogic is well-suited for projects in sectors requiring Salesforce development and integration, particularly in industries focused on customer relationship management and process optimization.
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Chemicals & Biotechnology Telecommunications Advertising & marketing Real estate Software Education Transportation Arts, entertainment & music Retail Nonprofit Consumer Products Automotive Consumer products & services Manufacturing Information technology Other industries Non-profit Consulting Financial services Legal Construction Hospitality & leisure Medical Business services Healthcare IT Services

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Average Project Cost Breakdown

Less than $10,000 (27) $10,000 to $49,000 (8) $50,000 to $199,999 (3) $200,000 to $999,999 (1)

What Clients Have Said
Clients consistently highlight Peeklogic, LLC's strong value for money, noting that their pricing fits within budget while delivering high-quality results. For instance, one client from CSE Electric emphasized that Peeklogic provided 'good value for cost', while another from Morrison Financial Services mentioned they chose Peeklogic due to their 'good value for the cost'. Overall, sentiments reflect satisfaction with the balance of cost and the quality of services provided.
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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, CRM Integration, and Customer Relationship Management Consulting services. Their reviews reflect a high level of expertise, professionalism, and client satisfaction, with 100% of reviewers expressing positive feedback. Clients commend their proactive approach, knowledge in CRM systems, and ability to deliver projects on time and within budget.

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6 of 6 CRM Consulting and SI reviews are 5 stars

$50,000 – $199,999 avg. project cost

CRM Consulting and SI PROJECT HIGHLIGHT

Salesforce Support for Publishing Company
5.0 — CloudMasonry provides Salesforce support to a publishing firm. The team has set up a new Salesforce Service Cloud instance and transferred all customer service emails from the legacy platform into Read more
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Industry Experience

CloudMasonry has garnered positive feedback across multiple industries, including Education, Financial Services, Insurance, and Publishing. Clients praised their expertise in Salesforce and marketing automation, highlighting strengths in project management, proactive communication, and a tailored approach to industry-specific needs. The sentiment is notably strong in Education and Financial Services, where measurable outcomes include improved student applications and enhanced reporting capabilities. Overall, CloudMasonry is well-suited for clients in these sectors seeking effective CRM solutions and strategic consulting.
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Arts, entertainment & music Publishing Education Insurance Financial services Nonprofit IT Services Utilities Pharmaceuticals Consumer Products

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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 highlight CloudMasonry's competitive pricing and strong value for money. For instance, one client noted that their pricing fit within budget while another emphasized the 'good value for cost'. Overall sentiment reflects satisfaction with the outcomes delivered, with clients appreciating the company's responsiveness and proactive project management, which often resulted in timely deliveries and effective solutions tailored to their needs.
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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 specializing in comprehensive services such as SEO, web design, and digital strategy. Across their reviews, clients praise their partnership approach, with a remarkable 100% of feedback highlighting their expertise and effective communication. Clients report significant business growth, averaging a 34% increase in sales for some, demonstrating their capability in transforming online presence into tangible results.

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Reviews mention Great team
Clients consistently praise Bridges Strategies as a 'great team' with outstanding expertise in online advertising. One client noted, 'They're the best people I've ever worked with in the field,' highlighting the significant lead generation they achieved. Another emphasized their 'outstanding' communication and responsiveness. Overall, the sentiment reflects a high level of satisfaction with their professionalism, knowledge, and results-driven approach, reinforcing their reputation as a reliable partner for digital marketing needs.

Inbound Marketing Campaign for Legal Firm

5.0 Jan 24, 2018

They're the best people I've ever worked with in the field. Their advertising results have been so outstanding that I can hardly keep up with the amount of leads it's produced. They really know what they're doing and they're wonderful to work with. I'm in touch with their team mostly through email at least once a day, if not 2 or 3 times a day.
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Industry Experience

BridgeRev has demonstrated expertise across various industries, including Education, Business Services, and Legal. In Education, they significantly boosted sales growth by 34% year-over-year. For Business Services, they transformed client acquisition strategies, resulting in a jump from 25 to over 70 clients. In the Legal sector, they optimized online presence and lead generation, leading to outstanding advertising results. Overall, feedback highlights their strong partnership approach, digital strategy proficiency, and commitment to client success, making them a suitable choice for companies in these sectors.
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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 generally perceive Bridges Strategies as offering good value for money, with investments ranging from $4,200 monthly to $50,000 annually. One client noted initial concerns about pricing but ultimately found the results justified the cost, stating, "it was well worth it." Another highlighted consistent growth, averaging 34% annually, as a direct result of their services. Overall, feedback emphasizes their expertise and partnership approach, contributing positively to clients' business outcomes.
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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 is an IT services company offering a comprehensive range of IT support, cybersecurity, and data management services. Across various reviews, they are consistently praised for their responsiveness, detailed project management, and proactive problem-solving approach. Approximately 90% of reviewers highlight their exceptional customer service and effective communication, with many noting the company's ability to tailor solutions to specific client needs.

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Industry Experience

Ascend Technologies has garnered positive feedback across various industries, including Education, Advertising & Marketing, Nonprofits, Financial Services, and Manufacturing. Their expertise in cybersecurity, IT infrastructure management, and proactive customer service has been highlighted, particularly in Education and Nonprofits, where their tailored solutions have significantly impacted operations. In Advertising & Marketing, clients appreciated their innovative approaches and responsiveness. Overall, Ascend Technologies is well-regarded for their adaptable and comprehensive IT solutions, making them a strong candidate for diverse sectors seeking reliable technology partnerships.
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Education Advertising & marketing Other industries Financial services 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
The feedback on Switchfast Technologies indicates a strong sentiment regarding their cost-effectiveness and value for money. Clients noted that their pricing is competitive, with one stating, "they offered the most competitive pricing" compared to others. Another client highlighted, "Switchfast delivers high-quality services at a cost-effective rate," emphasizing the significant savings achieved by outsourcing IT needs instead of hiring in-house staff. Overall, customers appreciated the transparency in billing and the proactive support they received, reinforcing the perception of good value for their investment.
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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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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 versatile web development company offering comprehensive services, including WordPress and HubSpot development, CMS integration, and digital marketing support. Overall, 100% of reviews highlight their technical expertise and reliability, with approximately 85% praising their timeliness and communication. Clients appreciate Computan's adaptability and value for cost, though some suggest minor improvements in project delivery visibility and proactive communication.

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Industry Experience

Computan has garnered positive feedback across various industries, including advertising & marketing, education, IT, healthcare, and e-commerce. Clients commend their expertise in web development, CMS integration, and customer service, particularly for HubSpot and WordPress platforms. Sentiment is overwhelmingly favorable, highlighting their responsiveness, flexibility, and ability to exceed client expectations. Those in need of web design, technical support, or digital marketing strategies will find Computan well-suited for projects in these sectors.
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Automotive Advertising & marketing Healthcare IT Services Education Beauty & Cosmetics Wellness & Fitness Software Logistics & Supply Chain Media Consulting Manufacturing Telecommunications Hospitality & leisure Nonprofit Information technology Business services Research Other Industry

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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 highlight Computan's competitive pricing and value for money. One client noted, 'Pricing fit our budget' and emphasized the 'good value for cost.' Another remarked, 'The quality of work we get for the cost is something I have not seen in any agency I have worked with.' Overall, clients appreciate the balance of affordability and quality, though some desire improved communication on project timelines and costs.
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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 Systems Integration company that excels in providing end-to-end management solutions, as evidenced by their successful SRE team implementation for Khan Bank's e-wallet system. Their professional approach and ability to significantly reduce operational costs are highlighted, with 100% of feedback being positive, commending their project management and expertise in IT-related services.

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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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Australia (1) Mongolia (1)

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Tigunia

Not yet reviewed

$25,000+

$200 - $300 / hr

10 - 49

Edmond, OK

Services provided

10% CRM Consulting and SI

55% ERP Consulting and SI

10% Cybersecurity +3 services

10% IT Managed Services

10% IT Strategy Consulting

5% Cloud Consulting & SI

Tigunia is an ERP consulting and SI company. The Phoenix, Arizona-based company was established in 2007. Their team provides ERP consulting and SI and Cybersecurity.
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Edmond, OK

407 West Covell Road
Edmond, OK 73003
2 - 5

866-562-8911

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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

Reviews mention Knowledgeable

Migration Services for Real Estate Company

CRM Consulting & SI for Software Co

CRM Consulting & SI for Design-Build Company

HubSpot Migration for Camping Trailer Company

HubSpot Training for Managed IT Service Provider

Reviewed 19 times in the past 6 months

Industry Experience

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HubSpot CRM Training & Consulting for Pharmacy

Custom CRM System Design for Monitoring Company

Industry Experience

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Average Project Cost Breakdown

What Clients Have Said

Dedicated Salesforce Team (Admin/Developer)

Salesforce Support for Publishing Company

Industry Experience

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Average Project Cost Breakdown

What Clients Have Said

Reviews mention Great team

Inbound Marketing Campaign for Legal Firm

Industry Experience

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Average Project Cost Breakdown

What Clients Have Said

Industry Experience

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Average Project Cost Breakdown

What Clients Have Said

Industry Experience

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Average Project Cost Breakdown

What Clients Have Said

SRE Implementation for Retail Bank

Industry Experience

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List of the Top 3 Oklahoma City CRM Companies

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