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Top CRM Consultants in Oklahoma City

Ratings Updated: March 3, 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 84 reviews
Premier Verified

$5,000+

$200 - $300 / hr

10 - 49

Serves Oklahoma City, OK

Services provided

80% CRM Consulting and SI

20% Business Consulting

Set2Close is a CRM Consultancy specializing in CRM Implementation and Customer Relationship Management Integration. The company consistently receives high praise for its tailored solutions, with 100% of reviewers highlighting their expertise and responsiveness. Many clients (over 70%) commend the personalized support and seamless project management that enhances operational efficiency and business growth.

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21 of 21 reviews are 5 stars

20 new reviews for CRM Consulting and SI services

Less than $10,000 avg. project cost

Reviewed 21 times in the past 6 months
In the last six months, clients have consistently praised Set2Close for their expertise in HubSpot onboarding and CRM training. Notable feedback highlights their ability to simplify complex processes, provide tailored support, and ensure timely delivery of services. Clients from diverse industries, such as Pyro Shield and Loop ERP, noted improved operational efficiency and effective communication. Overall, sentiment is overwhelmingly positive, with no significant areas for improvement identified by clients.
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Average Project Cost Breakdown

Less than $10,000 (60) $10,000 to $49,000 (6) $50,000 to $199,999 (2)

What Clients Have Said
Clients consistently highlight Set2Close's competitive pricing and exceptional value for money. Many reviews mention that their services fit within budget while providing significant assistance in HubSpot onboarding and CRM setup. For instance, one client noted, 'Pricing fit our budget' and 'Good value for cost,' while another stated they saved $2-5k on setup costs. Overall, the sentiment is overwhelmingly positive, with clients praising the company's ability to deliver high-quality services at a reasonable price.
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United States (60) Canada (16) Bulgaria (1)

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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

Oklahoma City-based CRM Consulting and SI project highlight

CRM Consulting & SI for Roofing Company
5.0 — Set 2 Close provided CRM customization and sales process optimization for a roofing company. The team set up commission tracking and streamlined the client's sales process. Read more
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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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Reviews mention Great team
The feedback regarding CloudMasonry highlights a great team characterized by excellent communication and responsiveness. Clients noted that the team effectively transformed their vision into reality and provided clear explanations, making the process accessible to non-IT personnel. One client specifically praised the promptness of email responses and the thorough follow-through on tasks, indicating a strong project management style. Overall, the sentiment is overwhelmingly positive, emphasizing the team's professionalism and capability.

Salesforce Implementation for Nonprofit Organization

5.0 Dec 13, 2022

The team at CloudMasonry was excellent to work with. Emails were answered promptly and they followed through on all tasks. The ability of the staff to take the vision I had for our program and execute it was impressive.
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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
Recent reviews of CloudMasonry reflect a highly positive sentiment, highlighting their effective project management and knowledgeable team. A client from Eliquent praised Ishan's expertise in digitizing their lead conversion process, resulting in streamlined operations and improved data reporting. The company's competitive pricing and high ratings were significant factors in their selection. Overall, clients express satisfaction with outcomes, indicating CloudMasonry's capability to deliver tailored solutions effectively.
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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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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.

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Reviews mention Knowledgeable
Cynoteck Technology Solutions Pvt. Ltd. received positive feedback regarding their knowledgeable team. Clients noted their 'intimate knowledge of Business Central and Leaflink' and highlighted the team's 'extreme responsiveness and attentiveness' to requests. One client specifically remarked on the professionalism and expertise of the staff, indicating a strong confidence in their capabilities for future IT projects. Overall, the sentiment regarding their knowledge is overwhelmingly positive, with no suggested areas for improvement.

Data Integration for Cannabis Manufacturer

5.0 May 9, 2023

Intimate knowledge of the Business Central and Leaflink.
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IT Services for Contract Manufacturing Company

5.0 Aug 10, 2020

I found the team to be knowledgeable and professional and will consider them for future IT related projects.
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1 of 1 reviews is 5 stars

Less than $10,000 avg. project cost

Reviewed 1 time in the past 6 months
In the last six months, clients have praised Cynoteck Technology Solutions Pvt. Ltd. for their exceptional project management and attention to detail. One client highlighted their website development for Kubbair, emphasizing the stunning design and flawless performance, alongside proactive communication from the account manager. Overall sentiment reflects high satisfaction, with clients noting the company's commitment to client satisfaction and the transformative nature of their services. There were no significant areas for improvement mentioned.
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Average Project Cost Breakdown

$10,000 to $49,000 (10) Less than $10,000 (8) $50,000 to $199,999 (2) $200,000 to $999,999 (2)

What Clients Have Said
Cynoteck Technology Solutions Pvt. Ltd. is frequently praised for providing good value for cost, with clients noting that their pricing fits within budget constraints while delivering high-quality results. One client remarked on their 'good value for cost,' while another highlighted that their deliverables exceeded expectations. Overall, the sentiment is positive, with many clients expressing satisfaction with the balance between cost and the quality of services received.
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$3,000 Basic Package ideal for first-time CRM users. $8,000 Standard Package ideal for existing CRM users $15,000 Enhanced Package for CRM power-users

CRM Implementation Packages
Basic Package: CRM Setup, Lead, Opportunity, Contact, Accounts, Activities, Dashboards ||| Standard Package: All features of Basic Package plus Territory Management, Product & Price Book, Lead Channels, Sales Cadence, Mobile App ||| Enhanced Package: All features of Standard Package plus Team Collaboration, Case Management, Automations
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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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Reviews mention Trustworthy
Clients consistently describe Ascend Technologies as a trustworthy partner. One CEO noted their confidence in the team, stating, 'They have my trust.' The company's organized processes and effective communication were praised, with one client highlighting their rapid response times and commitment to resolving issues. Even when a billing concern arose, Ascend Technologies compensated the client, reinforcing their reputation for integrity. Overall, the sentiment reflects a strong belief in their reliability and professionalism.

Ongoing Managed Services for Design Firm

5.0 Nov 30, 2017

They could probably overcharge me if they wanted to, given that they’ve made my life that much better. It comes down to trust and they have mine. 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.
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Ongoing Managed Services for Design Firm

5.0 Nov 30, 2017

My advice is to use them. A lot of time can be wasted on IT services by business owners if they don’t have a plan in place. Find reliable and trustworthy partners with processes in place to meet current needs and grow with the company since IT has the potential to shut a business down.
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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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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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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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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

North Little Rock, AR

Ability to deliver

27.8/40.0

15.8/20 Reviews

6.4/10 Clients & Experience

5.6/10 Market Presence

Service focus

15% CRM Consulting and SI

85% Other

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Reflections Info Systems

Undisclosed

Undisclosed

250 - 999

Thiruvananthapuram, India

Ability to deliver

22.1/40.0

16.8/20 Reviews

0/10 Clients & Experience

5.3/10 Market Presence

Service focus

10% CRM Consulting and SI

90% Other

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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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Top CRM Consultants in Oklahoma City

List of the Top Oklahoma City CRM Companies

Reviewed 21 times in the past 6 months

Average Project Cost Breakdown

What Clients Have Said

CRM Consulting & SI for Roofing Company

Reviews mention Great team

Salesforce Implementation for Nonprofit Organization

Reviewed 1 time in the past 6 months

Industry Experience

Select Industry to see insights

Reviews mention Knowledgeable

Data Integration for Cannabis Manufacturer

IT Services for Contract Manufacturing Company

Reviewed 1 time in the past 6 months

Average Project Cost Breakdown

What Clients Have Said

CRM Implementation Packages

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

Reviews mention Trustworthy

Ongoing Managed Services for Design Firm

Ongoing Managed Services for Design Firm

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

Latest CRM Articles

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