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Top CRM Consultants in Oklahoma City

Ratings Updated: June 17, 2026
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3 Leaders 3 Contenders

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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

    5.0 97 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 and integration services, with a focus on HubSpot. They are highly recommended for their exceptional hands-on support and tailored solutions, as 100% of reviews commend their knowledge, flexibility, and communication. Their customer-centric approach consistently exceeds expectations, providing measurable improvements in CRM efficiency and effectiveness.

    See all 97 projects

    Reviews mention Exceeds expectations

    Set2Close consistently exceeds client expectations, as evidenced by their exceptional project management and tailored solutions. Clients praised their responsiveness and proactive approach, with one CEO noting, 'everything was truly perfect.' The team demonstrated deep expertise, providing strategic guidance that enhanced operational workflows. Another client highlighted their professionalism, stating, 'they went beyond my expectations and helped me see around corners I didn't expect.' Overall, Set2Close is recognized for delivering outstanding results and fostering strong partnerships.
    • HubSpot Onboarding for Construction Consulting Company
      5.0 Apr 1, 2025

      The initial onboarding with Set 2 Close was completely free. This seems to be their business model, where they come in and prove their worth before even discussing extended services. Nothing comes to mind, they exceeded our expectations.

      Read Full Review
    • HubSpot CRM Consulting & Onboarding for Leadership Dev Co
      5.0 May 7, 2025

      We had weekly meetings with deliverables each week. They went beyond my expectations and answered, identified and helped me see around corners I didn't expect. Very professional throughout the engagement. Plus one! It wasn't a cookie cutter template. They identified, and were interested, in my unique business situation and we built goals and milestones to achieve. Again, very professional and went beyond expectations.

      Read Full Review
    • CRM System Implementation for ERP Platform Company
      5.0 Dec 3, 2025

      Set2Close.io’s project management throughout the implementation was highly organized, responsive, and consistent. Deliverables were completed on time and aligned with the agreed-upon timeline, with clear communication at every stage. They were very responsive to Loop ERP’s needs, adjusting priorities when required and quickly addressing questions or change requests. Whether it involved refining automation workflows, updating SDR sequences, or adding new reporting dashboards, the team provided solutions promptly and ensured each update was fully tested before deployment.

      Read Full Review
    • CRM System Implementation for ERP Platform Company
      5.0 Dec 3, 2025

      Set2Close's consulting staff brought a high level of expertise and industry understanding to the project, consistently demonstrating deep knowledge of CRM architecture, sales process optimization, and marketing automation best practices. They went above and beyond the standard scope by proactively identifying gaps, suggesting improvements, and offering strategic guidance that strengthened both the technical setup and the operational workflows. Their willingness to dive into details, provide hands-on support, and tailor solutions to unique business needs made the engagement feel not just like an implementation, but a true partnership.

      Read Full Review
    • CRM System Implementation for ERP Platform Company
      5.0 Dec 3, 2025

      Set2Close.io delivered an exceptional experience from start to finish, exceeding expectations in every part of the project. Their communication, execution, expertise, and responsiveness were all flawless, and the implementation couldn’t have gone more smoothly. Everything was truly perfect.

      Read Full Review
    Read All Reviews
    17 of 17 reviews are 5 stars
    17 new reviews for CRM Consulting and SI services
    Less than $10,000 avg. project cost

    Reviewed 17 times in the past 6 months

    In the past six months, Set2Close received overwhelmingly positive feedback from clients, highlighting their deep knowledge of HubSpot and personalized approach. Clients praised the team for their flexibility, responsiveness, and ability to simplify complex processes. Notable mentions include a successful HubSpot rollout with no operational disruptions and tailored training that empowered teams. Overall, clients expressed high satisfaction, recommending Set2Close for their exceptional support and value for cost.
    Read 17 Recent Reviews

    Average Project Cost Breakdown

    Less than $10,000 (68) $10,000 to $49,000 (7) $50,000 to $199,999 (2)

    What Clients Have Said

    Overall, clients commend Set2Close for providing excellent value for money, with many noting that their pricing fits within budget constraints while delivering high-quality services. Clients such as the CEO of Horizon Storage Group highlighted the company's 'good value for cost' and adaptability to budget needs. Overall sentiment reflects satisfaction with the services provided, indicating that clients feel they received more than they paid for, reinforcing their willingness to recommend Set2Close for future projects.
    Read All Reviews

    More responsive than most other service providers

    Set2Close is very responsive

    They are a great candidate to start a conversation with. Send them a short message or project inquiry.
    Get in Touch
    View Profile Visit Website
    Peeklogic, LLC Logotype

    Peeklogic, LLC

    5.0 102 reviews
    Premier Verified
    $1,000+
    $25 - $49 / hr
    50 - 249
    Serves Oklahoma City, OK

    Services provided

    70% CRM Consulting and SI
    10% AI Development
    10% API Development +1 service
    10% IT Staff Augmentation

    Peeklogic, LLC is a CRM Consulting and Systems Integration company specializing in Salesforce development, CRM implementation, and integration services. The company has consistently received positive feedback, with 100% of reviews highlighting their responsiveness and expertise in Salesforce solutions. Clients commend Peeklogic, LLC for delivering projects on time and within budget while maintaining excellent communication and flexibility.

    See all 102 projects
    15 of 15 reviews are 5 stars
    12 new reviews for CRM Consulting and SI services
    Less than $10,000 avg. project cost

    Reviewed 15 times in the past 6 months

    In the past six months, client feedback on Peeklogic, LLC has been overwhelmingly positive, highlighting their strong project management and responsiveness. Clients praised their ability to deliver projects on time, such as a Salesforce app for CiteMed and a ticketing system for CSE Electric. Notably, the team was commended for their Salesforce expertise and adaptability, with one client noting they saved 10-15 hours a week through streamlined processes. Overall, clients have not identified significant areas for improvement, reflecting high satisfaction.
    Read 20 Recent Reviews
    45 of 49 CRM Consulting and SI reviews are 5 stars
    12 new reviews for CRM Consulting and SI in past 6 months
    Less than $10,000 avg. project cost

    CRM Consulting and SI PROJECT HIGHLIGHT

    Custom CRM System Design for Monitoring Company

    5.0 — Peeklogic, LLC has designed a custom CRM system for a monitoring company. Read more
    Read 48 Reviews

    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

    View projects from:

    United States (61) Canada (9) Switzerland (5) Germany (2) Israel (1) India (1) Australia (1) South Korea (1) Mexico (1) Norway (1) Guatemala (1) United Arab Emirates (1) France (1) England (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

    Reviews mention Professional

    The feedback regarding CloudMasonry reflects a highly professional sentiment, as clients noted their timely and efficient project management. One client, the Deputy Provost for Graduate Education, emphasized their impressive responsiveness to needs and ability to quickly resolve issues. Overall, the sentiment is overwhelmingly positive, highlighting CloudMasonry's professionalism and effective communication throughout the project.
    • CRM Consulting for University
      5.0 Dec 19, 2023

      Their project management was timely, efficient and professional. They've been incredibly responsive to our needs. If an issue arises, we are able to work with them to solve it quickly.

      Read Full Review
    Read All Reviews
    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

    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 noted that CloudMasonry offers good value for cost, with several reviews highlighting the company's pricing as a key reason for selection. For instance, one client from Future PLC emphasized the 'good value for cost,' while another from a financial services company remarked that the pricing 'fit our budget.' Overall sentiment reflects satisfaction with the balance of quality service and affordability, with no significant complaints regarding costs or perceived value.
    Read All Reviews

    View projects from:

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

    Client feedback consistently highlights Bridges Strategies' exceptional knowledge and expertise in their field. One client noted their 'knowledge and expertise are second to none,' emphasizing how Bridges treats them as true partners. Another client remarked on their impressive understanding of online advertising complexities, stating, 'They really know what they're doing.' Overall sentiment reflects a high level of satisfaction, with clients expressing confidence in Bridges' capabilities and results-driven approach.
    • 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.

      Read Full Review
    • 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.

      Read Full Review
    Read All Reviews

    Industry Experience

    Bridges Strategies has demonstrated significant expertise across multiple industries, notably Education, Business Services, and Legal. In Education, they facilitated a 34% sales growth through comprehensive digital marketing solutions. In Business Services, they successfully transformed a local CPA firm's client acquisition strategy, resulting in a client increase from 30 to over 70. Similarly, in Legal, they optimized online presence for law firms, generating substantial leads and enhancing engagement. Overall, their proficiency in digital marketing and client relationship management positions them as a strong partner across these sectors.

    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 consistently express satisfaction with the value provided by Bridges Strategies, highlighting their expertise and impactful results. One client noted a significant growth in sales averaging 34% annually since engagement, while another praised the substantial lead generation that far exceeded expectations. Although some initially perceived the costs as high, feedback indicates that the investment is justified by the quality of service and measurable outcomes, with annual spending ranging from $18,000 to $50,000.
    Read All Reviews

    Review Rating from Clients

    5.0/5.0

    Quality

    5.0

    Schedule

    4.5

    Cost

    4.7

    Willing to Refer

    5.0

    Oklahoma-based clients highlight BridgeRev's proficiency in inbound marketing, website development, and campaign management. Their team’s strategic insights and transparent communication have driven significant client growth and improved search rankings, establishing them as a dependable partner for comprehensive digital solutions.
    Read Local Reviews
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  • Ascend Technologies Logotype

    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.

    See all 20 projects

    Industry Experience

    Switchfast Technologies has garnered positive feedback across multiple industries, including Education, Advertising & Marketing, Financial Services, and Non-Profits. Clients commend their expertise in cybersecurity, IT support, and strategic planning. In Education, they excelled in cybersecurity assessments. In Advertising & Marketing, they provided responsive IT solutions that enhanced operational efficiency. Financial Services clients praised their proactive management of IT infrastructure. Overall, sentiment is overwhelmingly positive, highlighting their commitment to customer service and tailored solutions, making them a valuable partner for organizations across these sectors.

    Read All Reviews

    Select Industry to see insights

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

    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

    Overall feedback regarding the company's cost and value for money is highly positive. Clients appreciate the competitive pricing, often noting it as a key factor in their decision to partner with Switchfast. For instance, one client highlighted that they chose Switchfast due to their cost-effectiveness compared to other providers. Another client emphasized the high-quality services received at a reasonable rate, stating that Switchfast's value exceeds that of an in-house IT staff. The general sentiment reflects satisfaction with the investment, as clients feel they receive significant returns in efficiency and support.
    Read All Reviews

    View projects from:

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

    Oklahoma City, OK

    13320 North Eastern Avenue
    Oklahoma City, OK 73131

    31 - 40

    833-639-2285

    See All Locations (7)
    View Profile

  • Featured

    What are Featured Providers?

    Computan Logotype

    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 web development and digital marketing company offering services in website management, CRM integration, and CMS development. Reviews indicate that approximately 85% of clients appreciate their adaptability, timely communication, and ability to meet project requirements effectively. Clients also commend Computan for understanding their business needs and providing quality solutions within budget, although a few mentioned room for improvement in project delivery timelines and proactive communication.

    See all 45 projects

    Reviews mention Easy to reach

    Clients consistently praise Computan for their accessibility and responsiveness throughout the project lifecycle. One client highlighted the team's exceptional communication, noting regular calls and clear updates, which facilitated timely feedback and adjustments. Despite some project delays due to client-side challenges, Computan remained supportive and dedicated to customer satisfaction, demonstrating a commitment to being easily reachable and helpful. Overall, the sentiment regarding their availability is highly positive, reinforcing their reputation as a client-focused partner.
    • HubSpot Migration for Advanced Enterprise Analytics Firm
      5.0 Aug 5, 2020

      Computan had us proofing every step of the way, and they communicated very clearly. We had regular calls. The cost was extremely affordable for the quality, speed, and size of the project.

      Read Full Review
    Read All Reviews

    Industry Experience

    Computan has received positive feedback across various industries, including Advertising & Marketing, Education, Healthcare, and Automotive. Their clients consistently highlight their expertise in website development, particularly with HubSpot and WordPress. Strengths noted include timely project delivery, effective communication, and a keen understanding of client needs. Overall, sentiment is favorable, especially in the advertising sector, where clients appreciate Computan's flexibility and responsiveness. Potential clients in need of web development and digital marketing solutions will find a strong match with Computan in these sectors.

    Read All Reviews

    Select Industry to see insights

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

    Average Project Cost Breakdown

    $10,000 to $49,000 (22) Less than $10,000 (7) $50,000 to $199,999 (4) $1,000,000 to $9,999,999 (1)

    What Clients Have Said

    Clients frequently commend Computan for their competitive pricing and exceptional value for money. For instance, one client highlighted that their pricing fit within budget constraints while providing good value for the cost. Another client noted significant savings on development costs, reporting over 50% labor cost reductions. Overall, feedback reflects a strong sentiment of satisfaction regarding the balance of cost and quality, with many clients expressing appreciation for the high-quality work delivered relative to their investment.
    Read All Reviews

    View projects from:

    United States (34) Canada (10) Finland (1)
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  • Reflections Info Systems Logotype

    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.

    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

    View projects from:

    Australia (1) Mongolia (1)

    Oklahoma City, OK

    619 W Main Street
    Oklahoma City, OK 73102

    1

    73102

    See All Locations (2)
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  • Tigunia Logotype

    Not yet reviewed

    $25,000+
    $200 - $300 / hr
    10 - 49
    Edmond, OK

    Services provided

    10% CRM Consulting and SI
    55% ERP Consulting and SI
    10% Cybersecurity +3 services
    10% IT Managed Services
    10% IT Strategy Consulting
    5% Cloud Consulting & SI

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

    Read more

    Edmond, OK

    407 West Covell Road
    Edmond, OK 73003

    2 - 5

    866-562-8911

    See All Locations (3)
    View Profile
  • 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
    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
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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
    Oklahoma City, OK

    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

    22.1/40.0
    16.8/20 Reviews
    0/10 Clients & Experience
    5.3/10 Market Presence

    Service focus

    10% CRM Consulting and SI
    90% Other
    View Profile Visit Website
  4. Tigunia Logotype

    Tigunia

    $25,000+
    $200 - $300 / hr
    10 - 49
    Edmond, OK

    Ability to deliver

    4/40.0
    0/20 Reviews
    0/10 Clients & Experience
    4/10 Market Presence

    Service focus

    10% CRM Consulting and SI
    90% Other
    View Profile Visit Website
  5. 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
  6. 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

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