Home IT Services CRM United States Oklahoma City

Top CRM Consultants in Oklahoma City

Ratings Updated: August 21, 2026

We verify reviews and evaluate companies so you can choose with confidence. We may earn a fee for some placements. Learn how Clutch ensures trust

Featured

What are Featured Providers?
Set2Close

5.0 102 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, Integration, and Customer Relationship Management Consulting. They receive consistently positive feedback, with 100% of reviews highlighting their expertise in HubSpot, exceptional project management, and personalized support. Clients particularly appreciate their organized approach and ability to tailor solutions to specific business needs, as noted in 80% of the reviews.

See all 102 projects
Reviews mention Timely
The sentiment regarding Set2Close's timeliness is overwhelmingly positive, with clients consistently highlighting their ability to meet deadlines and respond promptly to needs. For instance, one client noted that deliverables were met on time, while another emphasized that project management was 'excellent' and 'timely.' Clients appreciated the clear communication and proactive approach, ensuring smooth project execution. Overall, Set2Close is recognized for their reliability and efficiency in delivering services within agreed timelines.

Migration Services for Real Estate Company

4.5 Jun 20, 2024

They delivered ontime and were very responsive to our needs.
Read Full Review

CRM Consulting & SI for Education Company

5.0 Dec 10, 2024

Describe their project management. Did they deliver items on time? How did they respond to your needs? Always on time; Always responsive. What was your primary form of communication with Set 2 Close? Virtual Meeting.
Read Full Review

CRM Consulting & SI for Healthcare Platform

5.0 Dec 20, 2024

Very timely and on top of scheduling and process. They responded to all our needs.
Read Full Review

CRM Consulting & SI for Roofing Company

5.0 Jan 22, 2025

Handled the project quickly (needs were met faster than expected). The did exactly what they said they were going to quicker than they said they were going to do it.
Read Full Review

CRM Consulting & HubSpot Training for Property Marketplace

5.0 Jan 30, 2025

Set 2 Close was always on time and prepared for our meetings! Matt was fantastic with helping us with all of our problems.
Read Full Review

Read All Reviews

Was this helpful?

Average Project Cost Breakdown

Less than $10,000 (71) $10,000 to $49,000 (7) $50,000 to $199,999 (2)

What Clients Have Said
Set2Close is frequently recognized for its cost-effectiveness and overall value, with clients noting that their pricing fits within budget constraints while delivering significant results. For instance, one client emphasized that Set2Close's services saved them $2-5k on setup costs, while another highlighted the good value for cost and effective solutions tailored to their needs. Overall, client sentiment reflects satisfaction with the company's ability to provide high-quality support at a reasonable price.
Read All Reviews

Was this helpful?

View projects from:

United States (71) Canada (20) Bulgaria (1)

Was this helpful?

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
Read Similar Reviews

Was this helpful?
View Profile Visit Website
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 specializes in CRM Consultancy, CRM Implementation, and CRM Integration, with a focus on Salesforce solutions. Based on client reviews, 100% of the feedback is positive, highlighting their professionalism, timely delivery, and strong communication skills. Clients frequently mention Peeklogic's ability to rescue and enhance complex projects, demonstrating their expertise in Customer Relationship Management Integration.

See all 103 projects
Reviews mention Creative
Clients have praised Peeklogic, LLC for their exceptional creativity in addressing complex requirements and developing tailored solutions, such as the custom Timesheet and Resource Forecast apps. One client highlighted the team's ability to implement evolving ideas and feedback effectively, showcasing their innovative approach. Overall sentiment reflects strong satisfaction with the company's creative problem-solving capabilities, contributing to successful project outcomes.

Mobile App Development for Financial Consulting Company

5.0 Aug 19, 2025

Their team is exceptionally skilled and knowledgeable, with a talent for taking our complex requirements and finding creative ways to meet them.
Read Full Review

Read All Reviews

Was this helpful?

Industry Experience

Peeklogic, LLC has garnered positive feedback across various sectors, including Information Technology, Financial Services, Medical, and Manufacturing. Clients praised their Salesforce integration and automation expertise, highlighting their strong communication and project management. Industries such as Healthcare and Nonprofits noted improvements in operational efficiency through customized CRM solutions. Overall, the sentiment is overwhelmingly favorable, with emphasis on Peeklogic's responsiveness, adaptability, and ability to deliver tailored solutions, making them a suitable partner for projects requiring Salesforce and system integrations.
Read All Reviews

Select Industry to see insights

Software Non-profit Consumer products & services Chemicals & Biotechnology Manufacturing Telecommunications Advertising & marketing Real estate Education Transportation Arts, entertainment & music Retail Nonprofit Consumer Products Automotive Information technology Other industries Consulting Financial services Legal Construction Hospitality & leisure Business services Healthcare IT Services Medical

Was this helpful?

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.
Get in Touch

Was this helpful?

$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
View Packages

Was this helpful?
View Profile Visit Website
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.

See all 15 projects
Reviews mention Unique expertise
Clients have consistently praised CloudMasonry for their unique expertise, particularly in Salesforce Marketing Cloud. One client highlighted their ability to deeply understand needs and translate them into actionable solutions, noting their proactive approach and attention to detail. The team was commended for their responsiveness and flexibility, ensuring that project goals were met while setting the foundation for long-term success. Overall, the sentiment reflects a high level of satisfaction with CloudMasonry's specialized knowledge and commitment to delivering value.

Custom Software Development for Financial Services Company

5.0 Jun 7, 2024

Our experience with CloudMasonry has been impressive, primarily due to the consultant's knowledge and expertise in Salesforce. She answered questions quickly and gave clear explanations that we were able to understand as beginners to the system. Not only did CloudMasonry solve countless requests during our time working together, we also feel more educated and prepared to take on new projects.
Read Full Review

Read All Reviews

Was this helpful?

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
Read 6 Reviews

Was this helpful?

Industry Experience

CloudMasonry has garnered positive feedback across various industries, including education, financial services, insurance, and arts & entertainment. Clients commend their expertise in Salesforce and Pardot for enhancing communication strategies, reporting, and process automation. The general sentiment reflects CloudMasonry's strengths in project management, responsiveness, and delivering tailored solutions, making them an excellent fit for clients in sectors like education and financial services seeking robust digital transformation.
Read All Reviews

Select Industry to see insights

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

Was this helpful?

View projects from:

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

Was this helpful?
View Profile Visit Website
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.

See all 4 projects
Reviews mention Unique expertise
Clients consistently praise Bridges Strategies for their unique expertise and deep knowledge in digital marketing. One client noted, 'Their knowledge and expertise are second to none,' highlighting their role as a true partner committed to client success. Another mentioned the team's ability to effectively promote their business with appealing language, alleviating the burden of client outreach. Overall, sentiment is overwhelmingly positive, emphasizing Bridges' strategic insights and collaborative approach.

Digital Marketing for Content Production Company

5.0 Jun 15, 2022

The 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.
Read Full Review

Digital Strategy for Business Consultancy

5.0 Jan 14, 2019

The team’s digital strategy skills and expertise lifted a huge burden from my business partner and me. We don’t have to cold call clients anymore, or even reach out via social media. Bridges Strategies knows how to promote our company using language that appeals to non-accountants.
Read Full Review

Read All Reviews

Was this helpful?
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.
Read All Reviews

Select Industry to see insights

Education Business services Legal

Was this helpful?

Average Project Cost Breakdown

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

What Clients Have Said
Clients consistently express satisfaction with BridgeRev's value for money, noting that their investments yield significant returns. For instance, one client reported a growth in their customer base from 30 to over 70 clients since partnering with BridgeRev, while another highlighted a 34% year-over-year sales increase. Although some initially perceived their pricing as high, most reviews indicate that the quality of service and results delivered justify the costs, reinforcing their reputation as a valuable partner.
Read All Reviews

Was this helpful?

Review Rating from Clients

5.0/5.0

Quality

5.0

Schedule

4.5

Cost

4.7

Willing to Refer

5.0

Oklahoma City clients praise BridgeRev for their expertise in digital marketing, website redesign, and lead tracking, which significantly increased their client base and online visibility. They emphasize the agency's strategic approach, transparency, and ability to deliver measurable growth across diverse projects.
Read Local Reviews

Was this helpful?
View Profile
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.

See all 20 projects
Reviews mention Professional
Clients consistently commend Ascend Technologies for their professionalism and responsiveness. Feedback highlights their friendly, knowledgeable, and service-oriented staff, with one client noting they have received 'the very best service in a timely fashion' over a decade. Another client praised their 'excellent and very professional job' on IT projects, emphasizing seamless execution and effective communication. Overall, the sentiment reflects strong satisfaction with the company's commitment to client success and high-quality service.

Managed Infrastructure & Tech Advisory for Wholesaler

5.0 Aug 31, 2017

They’ve done an excellent and very professional job on all of the projects that they’ve helped us do. When we switched provider hosting systems for our email, they fully managed and completed that project and did it very well. The server project was also handled fluidly and seamlessly and without any major problems.
Read Full Review

Managed Services for Local Law Firm

5.0 Mar 2, 2017

Everybody they hire has the playbook down. They’re attentive and professional, qualified. It’s without fail. That’s what’s unique about Switchfast, not as an IT vendor but as a business.
Read Full Review

Managed Network Services for Insurance Company

5.0 Sep 30, 2016

I've worked with numerous IT firms in the past, but I’ve never met one with the culture and professionalism shown by Switchfast Technologies. For example, they have done an outstanding job in handling a very temperamental person in our staff. If we even look at our IT person wrong, he won't be happy. He likes Switchfast Technologies, which was surprising to me.
Read Full Review

Ongoing IT Support for Independent Consultant

5.0 Jul 4, 2018

They’re always very nice and service-oriented, as well as honest. If they can’t get to a problem right away, they always give you a time frame so that you can adjust your own expectations accordingly. Their staff is friendly, knowledgeable, professional, and always committed to their clients' success.
Read Full Review

Read All Reviews

Was this helpful?
Industry Experience

Ascend Technologies has demonstrated extensive expertise across industries including Education, Advertising & Marketing, Financial Services, and Nonprofits. Clients commend their strong project management, proactive approach to IT solutions, and commitment to customer service. In the Education sector, they excel in cybersecurity management. In Advertising & Marketing, they provide tailored IT support that enhances operational efficiency. The Financial Services sector appreciates their reliable infrastructure management. Overall, feedback is overwhelmingly positive, indicating their capability to handle diverse IT challenges effectively.
Read All Reviews

Select Industry to see insights

Education Other industries Advertising & marketing Financial services Legal Manufacturing Business services

Was this helpful?

View projects from:

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

Was this helpful?

Oklahoma City, OK

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

833-639-2285

See All Locations (7)

Was this helpful?
View Profile
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.

See all 45 projects
Reviews mention Helpful
Clients express high satisfaction with Computan's responsiveness and helpfulness throughout their projects. Notably, one client praised Sajeel's dedication and support, emphasizing how Computan tackled challenges effectively, particularly during crises. Another client highlighted their timely execution and willingness to go beyond contractual obligations. Overall, the sentiment is overwhelmingly positive, with clients appreciating the collaborative approach and strong communication, which fosters a productive partnership.

CMS Migration & Web Maintenace Services for Accounting Firm

4.0 Sep 8, 2021

Computan was a helpful asset to us regarding web development and maintenance, and they helped us stay on top of our security. Sajeel was extremely helpful; I really enjoyed working with him. We communicated via email and phone calls, and I copied him on most emails to ensure that everyone was aware of our requests.
Read Full Review

Frontend Development & Design for Nonprofit Consulting

4.0 May 11, 2021

Computan has people assigned to look after, follow through, and ensure that things are done with quality and on time. They’re quite diligent in making sure that things are done according to our expectations. Also, they’re responsive and super helpful. Something we like about Computan is that they’re not penny-pinchers.
Read Full Review

Custom Software Dev for Marketing Company

5.0 Nov 20, 2020

Computan’s team is full of nice people. Everyone is always friendly, helpful, and patient. We communicate through calls and messages.
Read Full Review

Read All Reviews

Was this helpful?

Industry Experience

Computan has demonstrated strong expertise across various industries, including Advertising & Marketing, Education, Healthcare, E-commerce, and Technology. Clients consistently praise their responsiveness, flexibility, and the quality of deliverables, particularly in web development and integration projects. Sentiment is generally positive, highlighting their ability to adapt and collaborate effectively. Their services are well-suited for organizations seeking reliable web development and maintenance, especially those utilizing platforms like WordPress and HubSpot.
Read All Reviews

Select Industry to see insights

Automotive Advertising & marketing Healthcare IT Services Education Beauty & Cosmetics Wellness & Fitness Logistics & Supply Chain Software Media Consulting Manufacturing Telecommunications Hospitality & leisure Nonprofit Information technology Business services Research Other Industry

Was this helpful?

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
Computan has been recognized for providing excellent value for money, with clients frequently noting that their pricing aligns well with project budgets. One client highlighted that Computan delivered exceptional quality of work for the cost, stating, 'the quality of work we get for the cost is something I have not seen in any agency I have worked.' Another client emphasized their competitive pricing, stating it was a decisive factor in their selection. Overall, sentiment regarding Computan's cost-effectiveness and value remains highly positive.
Read All Reviews

Was this helpful?

View projects from:

United States (34) Canada (10) Finland (1)

Was this helpful?
View Profile Visit Website
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.

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

Was this helpful?

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.
Read All Reviews

Select Industry to see insights

Software Banks

Was this helpful?

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

Was this helpful?

View projects from:

Australia (1) Mongolia (1)

Was this helpful?

View Profile

Share your project goals, and we’ll connect you with verified partners who fit your budget and timeline.

Get My Matches

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.
Read more

View Profile
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.
Read more

View Profile

Tell us what you need — we’ll match you with top agencies in minutes.

Get My Matches

Why Trust Clutch

At Clutch, we believe trust is the foundation of every business relationship. Our mission is to help buyers make confident, data-backed decisions informed by real client experiences.

Every review on Clutch undergoes a rigorous, human-led verification process to make sure it’s valid. Our team of specialists confirms the identity of each reviewer, ensures the project is legitimate, and only publishes reviews that meet our strict criteria.

Verification doesn’t stop at the point of publication. Our Trust & Safety team routinely audits older reviews against our guidelines. When reviews fall short of our standards, we remove them.

We evaluate service providers using a structured methodology that combines:

In-depth client interviews and ratings
Comprehensive project details
Market presence
Portfolio examples and industry recognition

This data powers tools like the Leaders Matrix, which helps you compare agencies directly. Our research team curates rankings by weighing verified reviews most heavily, so the most trusted and experienced providers rise to the top.

Using this unique combination of verified client feedback and provider-supplied insights, Clutch distills the most important details into clear, digestible summaries so you have everything you need to make confident, informed decisions quickly.

We take fraud seriously. Providers who violate our guidelines may face lower rankings, restricted visibility, or removal from the platform altogether.

Clutch’s commitment to transparency is ongoing. We’re constantly refining our systems to protect the integrity of reviews and support you in finding the right agency.

Top CRM Consultants in Oklahoma City

List of the Top Oklahoma City CRM Companies

Reviews mention Timely

Migration Services for Real Estate Company

CRM Consulting & SI for Education Company

CRM Consulting & SI for Healthcare Platform

CRM Consulting & SI for Roofing Company

CRM Consulting & HubSpot Training for Property Marketplace

Average Project Cost Breakdown

What Clients Have Said

HubSpot CRM Training & Consulting for Pharmacy

Reviews mention Creative

Mobile App Development for Financial Consulting Company

Industry Experience

Select Industry to see insights

Peeklogic, LLC is very responsive

Dedicated Salesforce Team (Admin/Developer)

Reviews mention Unique expertise

Custom Software Development for Financial Services Company

Salesforce Support for Publishing Company

Industry Experience

Select Industry to see insights

Reviews mention Unique expertise

Digital Marketing for Content Production Company

Digital Strategy for Business Consultancy

Industry Experience

Select Industry to see insights

Average Project Cost Breakdown

What Clients Have Said

Reviews mention Professional

Managed Infrastructure & Tech Advisory for Wholesaler

Managed Services for Local Law Firm

Managed Network Services for Insurance Company

Ongoing IT Support for Independent Consultant

Industry Experience

Select Industry to see insights

Reviews mention Helpful

CMS Migration & Web Maintenace Services for Accounting Firm

Frontend Development & Design for Nonprofit Consulting

Custom Software Dev for Marketing Company

Industry Experience

Select Industry to see insights

Average Project Cost Breakdown

What Clients Have Said

SRE Implementation for Retail Bank

Industry Experience

Select Industry to see insights

Average Project Cost Breakdown

What Clients Have Said

Tell us what you need — we’ll match you with top agencies in minutes.

Why Trust Clutch

List of the Top 3 Oklahoma City CRM Companies

Latest CRM Articles

Is Your Phone Spying On You? (And How to Stop It)

How to Create a Budget for BI & Analytics Services [With Template]

The Best Password Managers for Small Businesses in 2026

Similar Categories

Related Services

Specialties