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Top CRM Consultants in Oklahoma City

Ratings Updated: October 27, 2026

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Featured

What are Featured Providers?

Set2Close

5.0 103 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 specializes in CRM Consulting and Systems Integration, with a strong focus on HubSpot implementation and optimization. The company has received overwhelmingly positive feedback, with 100% of reviewers highlighting their expertise, and personalized approach. Clients frequently commend Set2Close for their organizational skills and ability to tailor solutions to specific business needs, making them highly recommended for CRM services.

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Industry Experience

Set2Close has demonstrated strong capabilities across various industries, including advertising & marketing, information technology, education, healthcare, and manufacturing. Clients consistently praise their expertise in HubSpot CRM implementation, onboarding, and training. Positive feedback highlights their organized approach, responsiveness, and ability to tailor solutions to client needs. Overall, the sentiment is overwhelmingly positive, positioning Set2Close as a valuable partner for businesses seeking effective CRM solutions and automation strategies.
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Arts, entertainment & music Manufacturing Other industries Advertising & marketing Information technology Education Retail Non-profit Real estate Media Supply Chain, Logistics, and Transport Business services Medical Financial services Construction Insurance

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Average Project Cost Breakdown

Less than $10,000 (72) $10,000 to $49,000 (7) $50,000 to $199,999 (2)

What Clients Have Said
Set2Close has received positive feedback regarding its cost-effectiveness and value for money. Clients frequently noted that the pricing fit their budgets while providing high-quality services. For instance, one client mentioned saving $2,000 to $5,000 on initial setup costs due to Set2Close's free onboarding service. Many reviews highlight the exceptional support and personalized training received, which contributed to clients feeling confident and self-sufficient in using HubSpot, ultimately validating their investment in Set2Close's services.
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More responsive than most other service providers

Set2Close is very responsive
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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

5.0 107 reviews

Premier Verified Clutch Guarantee

$1,000+

$25 - $49 / hr

50 - 249

Serves Oklahoma City, OK

Services provided

65% CRM Consulting and SI

10% API Development

10% IT Staff Augmentation +2 services

10% Low/No Code Development

5% AI Development

Peeklogic, LLC is a CRM Consultancy specializing in CRM Implementation, Integration, and Systems Integration, with a focus on Salesforce solutions. Their reviews reflect a high level of client satisfaction, with 100% of reviewers praising their project management, responsiveness, and tailored solutions. Clients consistently highlight Peeklogic’s ability to deliver on time and adapt to changing requirements, with several noting their deep expertise and clear communication as standout qualities.

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Reviews mention Customized support
Clients have expressed high satisfaction with Peeklogic, LLC's customized support, highlighting their flexibility in accommodating unique project requirements. One client noted that Peeklogic allowed them to articulate needs in their own terms, contrasting with other vendors who demanded formal proposals. The ongoing collaboration has significantly improved workflow efficiency, with one client reporting a drastic reduction in time spent on processing paperwork. Overall, the sentiment reflects a strong appreciation for Peeklogic's responsiveness and innovative approach to client engagement.

Custom Software Development for Live Experiences Company

5.0 Dec 1, 2023

The team has been very responsive during our implementation and configuration process. The team walked us through the setup step-by-step and worked with us to customize the configuration. They responded to any questions within a day and met via virtual meetings whenever we needed further assistance. The team works with us to deliver customized solutions for our unique business needs.
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46 of 50 CRM Consulting and SI reviews are 5 stars

9 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 various industries, notably in financial services, medical, information technology, and construction. Clients commend their expertise in systems integration, particularly between Salesforce and Jira, as well as their ability to customize CRM solutions to enhance workflow efficiency. Overall, the sentiment reflects satisfaction with their responsiveness, project management, and technical proficiency, making them a strong fit for projects requiring Salesforce development and integration in these sectors.
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Financial services Software Chemicals & Biotechnology Telecommunications Advertising & marketing Real estate Education Transportation Arts, entertainment & music Retail Nonprofit Consumer Products Automotive Information technology Other industries Consulting Legal Construction Hospitality & leisure Business services Healthcare IT Services Non-profit Consumer products & services Manufacturing Medical

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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 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.
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Education Arts, entertainment & music Insurance Publishing 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 praise CloudMasonry for their competitive pricing and overall value. Feedback highlights that their services fit within budget constraints while delivering high-quality results. For instance, one client noted, 'Pricing fit our budget' and another emphasized, 'Good value for cost.' Overall sentiment reflects satisfaction with the company's ability to meet financial expectations, with multiple reviewers expressing that CloudMasonry offers a strong return on investment through effective project management and timely delivery.
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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 Timely
BridgeRev has received positive feedback regarding their timeliness in project management. Clients noted that the team has been consistently timely and transparent throughout their engagements, effectively incorporating new tasks into the larger digital strategy. One client specifically highlighted that BridgeRev's responsiveness and willingness to adapt to new items were impressive, although there were instances where progress was slower than anticipated. Overall, the sentiment reflects satisfaction with their timely service delivery.

Digital Strategy for Business Consultancy

5.0 Jan 14, 2019

The team has been timely and transparent throughout the project. We communicate via email and hold monthly meetings.
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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 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.
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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’s digital strategy and inbound marketing expertise, spanning website redesigns, HubSpot migrations, CRM and workflow setup, SEO, paid ads, and content. Reviewers cite stronger organic rankings, lead conversion rising above 10%, and business growth, alongside reliable, transparent collaboration.
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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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Reviews mention Exceptional performance
Ascend Technologies has received exceptional feedback from clients, highlighting their proactive approach and tailored solutions. One client noted that the team's follow-up and documentation were particularly impressive, leading to glowing reviews of their overall performance. Clients appreciate Ascend Technologies' ability to provide a wealth of IT experience that surpasses that of a full-time employee, making them an ideal partner for small and growing businesses. Overall, the sentiment reflects a strong satisfaction with their services.

Helpdesk & Managed Services for Management Consulting Firm

5.0 Feb 8, 2018

Feedback from my team has been glowing. Overall, they’ve been exceptional. 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.
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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.
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Education Other industries Advertising & marketing 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
Ascend Technologies is consistently recognized for providing excellent value for money, with clients highlighting their competitive pricing and comprehensive services. For instance, one client noted they typically spend $30,000 to $35,000 annually and value the personalized attention received. Another emphasized their flexibility in pricing, which allowed for necessary upgrades without exorbitant costs. Overall, the sentiment is overwhelmingly positive, with clients appreciating both the affordability and quality of service provided.
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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?

Cynoteck Technology Solutions Pvt. Ltd.

4.9 31 reviews

Verified

$5,000+

$25 - $49 / hr

50 - 249

Serves Oklahoma City, OK

Services provided

50% CRM Consulting and SI

15% AI Development

15% ERP Consulting and SI +3 services

10% Low/No Code Development

5% Mobile App Development

5% Web Development

Cynoteck Technology Solutions Pvt. Ltd. is a CRM Consulting and Systems Integration company recognized for its strong work ethic and effective project management. The company successfully developed a robust CRM system for a real estate client, with 100% of feedback highlighting their responsiveness and eagerness to meet client needs.

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1 of 1 CRM Consulting and SI reviews are 5 stars

$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
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Industry Experience

Cynoteck Technology Solutions Pvt. Ltd. has demonstrated expertise across various industries, including healthcare, real estate, manufacturing, sports, education, and consulting. Clients have praised their attention to detail, responsiveness, and ability to deliver high-quality solutions tailored to industry-specific needs. In healthcare, they excelled in building RPA tools; in real estate, they developed robust CRMs; and in education, they provided comprehensive online learning solutions. Overall, feedback highlights their strong project management and commitment to client satisfaction, making them a versatile partner for diverse projects.
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Consulting Real estate Healthcare Manufacturing Sports Legal Cannabis Food & Beverages IT Services Arts, entertainment & music Legal Software Advertising & marketing Education Nonprofit Information technology Utilities Retail

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More responsive than most other service providers

Cynoteck Technology Solutions Pvt. Ltd. is very responsive
They are a great candidate to start a conversation with. Send them a short message or project inquiry.
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United States (14) India (6) Australia (2) Canada (1) Singapore (1) England (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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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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Average Project Cost Breakdown

$10,000 to $49,000 (1)

What Clients Have Said
Reflections Info Systems is recognized for offering competitive pricing that aligns with client budgets, as noted by a Global IT Lead who selected them specifically for their cost-effectiveness. Another client, managing director at Khan Bank, highlighted their ability to significantly reduce operational costs through effective solutions, illustrating the overall value provided. Both clients expressed high satisfaction with the company's services, indicating strong sentiment towards the value for money received.
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Australia (1) Mongolia (1)

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Oklahoma City, OK

619 W Main Street
Oklahoma City, OK 73102
1

73102

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RJ Consulting Services

Not yet reviewed

Undisclosed

Undisclosed

2 - 9

Oklahoma City, OK

Services provided

100% CRM Consulting and SI

RJ Consulting Services is a small CRM consulting and SI company in Oklahoma City, Oklahoma. Their services include CRM consulting and SI.
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BoldRamp

Not yet reviewed

Undisclosed

Undisclosed

2 - 9

Oklahoma City, OK

Services provided

100% CRM Consulting and SI

Launched in 2020, BoldRamp is a small Oklahoma City, Oklahoma-based CRM consulting and SI company. Their services include CRM consulting and SI.
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Top CRM Consultants in Oklahoma City

List of the Top Oklahoma City CRM Companies

Industry Experience

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Average Project Cost Breakdown

What Clients Have Said

Set2Close is very responsive

HubSpot CRM Training & Consulting for Pharmacy

Reviews mention Customized support

Custom Software Development for Live Experiences Company

Custom CRM System Design for Monitoring Company

Industry Experience

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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 Timely

Digital Strategy for Business Consultancy

Industry Experience

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Average Project Cost Breakdown

What Clients Have Said

Reviews mention Exceptional performance

Helpdesk & Managed Services for Management Consulting Firm

Industry Experience

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Average Project Cost Breakdown

What Clients Have Said

CRM Development for Coworking Space Company

Industry Experience

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Cynoteck Technology Solutions Pvt. Ltd. is very responsive

Industry Experience

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Average Project Cost Breakdown

What Clients Have Said

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List of the Top 3 Oklahoma City CRM Companies

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