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Top CRM Consultants in Oklahoma City

Ratings Updated: December 7, 2025
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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

    4.9 77 reviews
    Premier Verified
    $5,000+
    $200 - $300 / hr
    10 - 49
    Serves Oklahoma City, OK

    Services provided

    80% CRM Consulting and SI
    20% Business Consulting

    Set 2 Close is a CRM consultancy firm specializing in CRM implementation and integration services. With a 100% positive feedback rate, clients commend their exceptional project management, timely communication, and comprehensive support during CRM onboarding. A notable 60% of reviewers highlighted their expertise in HubSpot, praising their ability to streamline sales processes and enhance operational efficiency.

    See all 77 projects

    Industry Experience

    Set2Close has garnered positive feedback across multiple industries, including Financial Services, Software, Advertising & Marketing, Transportation, Consulting, Healthcare, and Manufacturing. Clients commend their expertise in HubSpot onboarding and CRM implementation, noting increased operational efficiency and lead generation. The sentiment is overwhelmingly positive, with clients highlighting their responsiveness, personalized training, and ability to adapt solutions to specific business needs. This provider is well-suited for projects in sectors such as finance, software development, marketing, transportation, and various consulting areas.

    Read All Reviews

    Select Industry to see insights

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

    Average Project Cost Breakdown

    Less than $10,000 (54) $10,000 to $49,000 (6) $50,000 to $199,999 (2)

    What Clients Have Said

    Clients consistently express satisfaction with Set2Close's cost-effectiveness and overall value. Many reviews highlight that the pricing aligns well with budgets, particularly for small to medium-sized businesses, stating it offers 'good value for cost.' A client from Strategic Wealth Management noted, 'Pricing fit our budget' and 'Good value for cost.' Overall, feedback indicates that Set2Close delivers high-quality services that justify their pricing, enhancing clients' operational efficiency and CRM utilization.
    Read All Reviews

    kamloops, Canada

    Rue Cheval Noir
    kamloops, Canada V0K

    10 - 15

    1 (604) 700-7719

    See All Locations (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
    1 of 1 reviews is 5 stars
    1 new review for CRM Consulting and SI services
    $10,000 – $49,000 avg. project cost

    Reviewed 1 time in the past 6 months

    Recent reviews for CloudMasonry highlight a strong positive sentiment, particularly regarding their expertise and project management. A client from Eliquent praised Ishan's extensive knowledge and ability to streamline lead conversion processes, resulting in improved data reporting. The engagement was noted for its effective communication and timely delivery of outcomes, with no significant areas for improvement identified. Overall, clients express high satisfaction with the results and the collaborative approach taken by CloudMasonry.
    Read 1 Recent Review
    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

    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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    Select Industry to see insights

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

    View projects from:

    United States (13) France (1) England (1)

    This provider is fluent in 2 languages:

    • English
    • Spanish

    This provider is available in 8 time zones:

    • Greenwich Mean Time (GMT)
    • Hawaii Standard Time (HST)
    • Alaska Standard Time (AKST)
    • Central Standard Time (CST)
    • Eastern Standard Time (EST)
    • Pacific Standard Time (PST)
    • Phoenix Standard Time (PNT)
    • Mountain Standard Time (MST)
    View Profile Visit Website
    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
    3 of 3 reviews are 5 stars
    1 new review for CRM Consulting and SI services
    $50,000 – $199,999 avg. project cost

    Reviewed 3 times in the past 6 months

    Recent reviews for Cynoteck Technology Solutions Pvt. Ltd. highlight exceptional client satisfaction, with consistent praise for their project management and attention to detail. One client noted their website exceeded expectations in both design and functionality, while another emphasized the effectiveness of the RPA tools developed. Clients appreciated the responsiveness and proactive communication from the team, describing their experience as a true partnership. Overall, the sentiment is overwhelmingly positive, with no significant areas for improvement identified.
    Read 3 Recent 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.
    Read All Reviews

    Dehradun, India

    A-4, Sahastradhara Rd, Doon IT Park
    Dehradun, India 248001

    101 - 150

    +1415 429-6641

    See All Locations (1)
    View Profile Visit Website
  • Reflections Info Systems Logotype

    4.8 3 reviews
    Verified
    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 Visit Website
  • 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 Accessible

    Clients have expressed positive sentiments regarding BridgeRev's accessibility, highlighting their reliability and availability. One client noted, "They make themselves available when we need them and we communicate weekly or even daily," emphasizing their commitment to open communication. Additionally, another client remarked on their impressive delivery of promised results, reinforcing the sentiment of accessibility and responsiveness throughout the engagement.
    • Inbound Marketing for Law Firm
      5.0 Dec 12, 2017

      They make themselves available when we need them and we communicate weekly or even daily.

      Read Full Review
    Read All Reviews

    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

    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.
    Read All Reviews

    View projects from:

    Oklahoma City, Oklahoma (2) Norman, Oklahoma (1) Columbus, Ohio (1)
    View Profile
  • Ascend Technologies Logotype

    4.9 20 reviews
    Undisclosed
    Undisclosed
    250 - 999
    Auburn Hills, MI

    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 Helpful

    Clients have expressed a consistently positive sentiment towards Ascend Technologies, highlighting their exceptional responsiveness and tailored support. For instance, one client noted their proactive approach, stating, "They understand our company and take the time to formulate tailored solutions." Another emphasized the clarity in communication and organization, remarking, "They are the most organized supplier or partner I’ve ever dealt with." Overall, feedback indicates a strong alignment with client needs, fostering trust and satisfaction.
    • Helpdesk & Managed Services for Management Consulting Firm
      5.0 Feb 8, 2018

      They’re fantastic at providing documentation and setting expectations; everything’s well laid out and thought through. The follow-up is particularly impressive. Not only do they update us regularly, but they reach out with mini surveys and occasional phone calls to make sure the completed tickets or items are running smoothly and as expected.

      Read Full Review
    • Ongoing Managed Services for Design Firm
      5.0 Nov 30, 2017

      We can also email them and get a response from an intake technician. The longest we’ve waited was around 2 minutes for some type of reply — the response time is second to none. They’re responsible, responsive, they know what the process is and communicate it to me, and they’re able to manage our IT services properly.

      Read Full Review
    • Managed Infrastructure & Tech Advisory for Wholesaler
      5.0 Aug 31, 2017

      We communicated through a ticketing system, by phone, and by email. We had a dedicated account manager. They were helpful in resolving things and being communicative.

      Read Full Review
    • Managed Network & Infrastructure for Private Equity Firm
      5.0 Aug 21, 2017

      They were extremely helpful with the planning process all the way up to project execution. The thing about Switchfast I appreciate the most is that they’re more like a business partner to us than a third party vendor.

      Read Full Review
    Read All Reviews

    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.

    Read All Reviews

    Select Industry to see insights

    Education Advertising & marketing Other Industry Nonprofit Financial services Design Legal Manufacturing Business services

    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

    Oklahoma City, OK

    13320 North Eastern Avenue
    Oklahoma City, OK 73131

    31 - 40

    833-639-2285

    See All Locations (6)
    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

    Oklahoma City, OK

    5205 NW 115th St,
    Oklahoma City, OK 73162

    1

    +1.405.720.3987

    See All Locations (1)
    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

    Oklahoma City, OK

    100 Ne 4th Street, Apt 4301
    Oklahoma City, OK 73104

    1

    See All Locations (1)
    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

    Oklahoma City, OK

    4334 NW Expressway Suite #236
    Oklahoma City, OK 73116

    2 - 5

    +1.405.607.1714

    See All Locations (1)
    View Profile

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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
    Auburn Hills, MI

    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
    Oklahoma City, OK

    Ability to deliver

    22.5/40.0
    17.2/20 Reviews
    0/10 Clients & Experience
    5.3/10 Market Presence

    Service focus

    10% CRM Consulting and SI
    90% Other
    View Profile Visit Website
  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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