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Top CRM Consultants in Oklahoma City

Ratings Updated: June 17, 2026

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Featured

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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.

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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.
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Industry Experience

Set2Close has demonstrated expertise across various industries, including retail, manufacturing, non-profit, real estate, and technology. Clients commend their personalized approach, effective onboarding, and CRM optimization, particularly with HubSpot. The overall sentiment is positive, highlighting Set2Close's ability to adapt solutions for specific business needs, enhance operational efficiency, and drive measurable results in sales and customer engagement across sectors.
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Media Restaurants Wellness & Fitness Consulting Insurance Consumer Products Retail Non-profit Arts, entertainment & music Education Agriculture Business services Financial services Construction Transportation Software IT Services Other Industry Healthcare Human Resources Medical Supply Chain, Logistics, and Transport Manufacturing Information technology Real estate Other industries Advertising & marketing

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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.
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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

5.0 102 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.

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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.
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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
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Average Project Cost Breakdown

Less than $10,000 (27) $10,000 to $49,000 (8) $50,000 to $199,999 (3) $200,000 to $999,999 (1)

What Clients Have Said
Clients consistently highlight Peeklogic, LLC's competitive pricing and exceptional value for money. Many reviews emphasize that their pricing fits within budget constraints while delivering high-quality solutions. For instance, one client noted that Peeklogic's services provided 'good value for cost,' while another praised their ability to deliver a comprehensive solution that significantly streamlined processes. Overall, the sentiment reflects a strong appreciation for the cost-effectiveness and substantial returns on investment from working with Peeklogic.
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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 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 Easy to work with
Overall, client feedback highlights CloudMasonry as exceptionally easy to work with, emphasizing their responsiveness and collaborative approach. One client noted, 'Ishan was very knowledgeable and easy to work with,' while another remarked on their 'great communication' and proactive support. Clients appreciated the team's ability to adapt to changing requirements and provide clear explanations, fostering a smooth workflow. This consistent sentiment underscores CloudMasonry's strong reputation for client collaboration and satisfaction.

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. Additionally, as a non-IT person, the CloudMasonry team was able to explain to me everything in ways in which I understood.
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Multi-Line Processing for IT Company

5.0 Oct 22, 2021

It has been an absolute pleasure working with the Cloud Masonry team as they are easy to work with, approachable, patient with us when we've had to regroup and they've been very accommodating and quick to pivot when changes are requested of them. They quickly provided estimates and new plans for next steps and resources needed to move forward.
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Salesforce Web Development for Financial Institution

4.5 Aug 25, 2021

It was their working style. The collaboration between our developers was great, and communication was clear. Overall, they were very easy to work with.
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B2B Analytics Deployment for Consumer Electronics Firm

5.0 Aug 4, 2020

We never ran into a bottleneck, they worked around my schedule, they communicated frequently, and I never had to chase them down. I never waited more than a few hours for a response, and I felt they understood my challenge and made me feel at ease with them taking over.
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Custom Salesforce Build Out for Legal Cannabis Marketplace

5.0 Feb 27, 2020

They’re relatively small, so you get a lot of attention. You work with their top level people who are really good. Any time we had a question they jumped on a videoconference and explained themselves. They made the whole process look easy.
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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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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.
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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 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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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.
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Oklahoma City, Oklahoma (2) Norman, Oklahoma (1) Columbus, Ohio (1)

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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-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.
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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 Establish clear expectations
Clients have consistently praised Ascend Technologies for their ability to establish clear expectations throughout the partnership. For instance, one client noted their 'candid' approach during the sales process, which set the groundwork for effective collaboration. Additionally, feedback highlighted their detailed timelines and thorough explanations of system impacts, ensuring transparency and understanding. Overall, the sentiment reflects a strong appreciation for their communication and project management skills, contributing to a successful client experience.

Managed IT Services for Marketing Agency

5.0 Apr 22, 2019

We have a single point of contact, and this streamlines our communication. For day-to-day services, they offer a transparent service ticket platform to receive and track our requests for assistance. The system is centralized and displays useful information for each ticket, including the person assigned to the task, when we can expect to hear back, and immediate recommendations when applicable. Also, after each issue is addressed, they follow up to see if there is anything else that they can do. Their team is proficient at gathering feedback, and their service summaries are always thorough.
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Managed IT Services for Marketing Agency

5.0 Apr 22, 2019

In terms of individual projects, they’ve been effective and straightforward. They provide detailed timelines and explain the effects that each new system will have on users.
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Managed IT Services for Marketing Agency

5.0 Apr 22, 2019

I’ve been impressed by the level of detail they deliver with their expectations and recommendations. They’re skilled at providing accurate roadmaps and positioning their services to avoid problems. I appreciate how they’ve used fluid, time-tested processes throughout the partnership, specifically when on-boarding our team and standardizing new systems.
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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.
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Education Advertising & marketing Other Industry Financial services Design Legal Manufacturing Business services Nonprofit

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

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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 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.

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Reviews mention Creative
Clients have expressed high satisfaction with Computan's creative solutions and adaptability. One reviewer highlighted their ability to provide 'creative solutions and workarounds' when challenges arose, indicating a strong capacity for innovation. The team is recognized for being 'customer-centric' and responsive, with one client noting their ease of communication and proactive approach. Overall, the sentiment regarding Computan's creative capabilities is overwhelmingly positive, reflecting their effectiveness in delivering tailored solutions.

Website Development Services for Educational Institution

5.0 May 13, 2021

Working with Computan has been an absolute pleasure. Their team is responsive to our needs and actively listens. They’ve provided us with some creative solutions and workarounds when we couldn’t get what we wanted in a straightforward way. Our project manager has been great. He’s always staying ahead and asking about what we need to plan for or consider. They’ve adapted very well to working with an institutional client because we have a lot of restrictions and internal policies around who can go into the backend or get access as well as what types of approvals we need for plugins.
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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.
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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

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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.
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United States (34) Canada (10) Finland (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 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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Oklahoma City, OK

619 W Main Street
Oklahoma City, OK 73102
1

73102

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Tigunia

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.
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Edmond, OK

407 West Covell Road
Edmond, OK 73003
2 - 5

866-562-8911

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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

Reviewed 17 times in the past 6 months

Industry Experience

Select Industry to see insights

Average Project Cost Breakdown

What Clients Have Said

HubSpot CRM Training & Consulting for Pharmacy

Reviewed 15 times in the past 6 months

Custom CRM System Design for Monitoring Company

Average Project Cost Breakdown

What Clients Have Said

Dedicated Salesforce Team (Admin/Developer)

Reviews mention Easy to work with

Salesforce Implementation for Nonprofit Organization

Multi-Line Processing for IT Company

Salesforce Web Development for Financial Institution

B2B Analytics Deployment for Consumer Electronics Firm

Custom Salesforce Build Out for Legal Cannabis Marketplace

Salesforce Support for Publishing Company

Average Project Cost Breakdown

What Clients Have Said

Average Project Cost Breakdown

What Clients Have Said

Reviews mention Establish clear expectations

Managed IT Services for Marketing Agency

Managed IT Services for Marketing Agency

Managed IT Services for Marketing Agency

Industry Experience

Select Industry to see insights

Average Project Cost Breakdown

What Clients Have Said

Reviews mention Creative

Website Development Services for Educational Institution

Industry Experience

Select Industry to see insights

Average Project Cost Breakdown

What Clients Have Said

SRE Implementation for Retail Bank

Industry Experience

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