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Top CRM Consultants in Oklahoma City

Ratings Updated: January 18, 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

  • Featured

    What are Featured Providers?

    Set2Close Logotype

    Set2Close

    4.9 79 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, integration, and services, particularly using HubSpot. With 100% positive feedback, clients consistently praise their expertise, responsiveness, and ability to tailor solutions to specific business needs. Reviewers frequently commend the company's project management and personal engagement, with over 60% highlighting excellent communication and timely deliverables.

    See all 79 projects

    Industry Experience

    Set2Close has demonstrated expertise across various industries including Consulting, Financial Services, Manufacturing, and Non-Profit sectors. Feedback indicates a consistent strength in HubSpot onboarding and CRM implementation, with clients praising their responsiveness and tailored solutions. Companies in the technology and healthcare sectors noted significant improvements in operational efficiency and sales processes. Overall sentiment reflects high satisfaction, making Set2Close a strong candidate for organizations seeking comprehensive CRM support and training.

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    Select Industry to see insights

    Restaurants Wellness & Fitness Consulting Insurance Business services Consumer Products Retail Medical Non-profit Information technology Arts, entertainment & music Education Agriculture Real estate Advertising & marketing Financial services Construction Transportation Software IT Services Other Industry Healthcare Human Resources Manufacturing

    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
    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 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 Translate ideas into products

    Clients have praised CloudMasonry for their ability to effectively translate ideas into products, demonstrating a strong understanding of project vision. One client highlighted their impressive skill in executing a complex Grants Management platform, noting that the team communicated technical details in an easily understandable manner. Overall sentiment reflects satisfaction with the team's responsiveness and execution, despite minor delays attributed to internal challenges.
    • Salesforce Implementation for Nonprofit Organization
      5.0 Dec 13, 2022

      The ability of the staff to take the vision I had for our program and execute it. 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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    6 of 6 CRM Consulting and SI reviews are 5 stars
    1 new review for CRM Consulting and SI in past 6 months
    $50,000 – $199,999 avg. project cost

    CRM Consulting and SI PROJECT HIGHLIGHT

    CRM Consulting & SI for Pharmaceutical Consulting Firm

    5.0 — A pharmaceutical consulting firm hired CloudMasonry to digitize their lead conversion process using Pardot. The team also helped the client switch from email alerts to Salesforce for lead Read more
    Read 6 Reviews

    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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    Select Industry to see insights

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

    View projects from:

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

    This provider is fluent in 2 languages:

    • English
    • Spanish

    This provider is available in 8 time zones:

    • Greenwich Mean Time (GMT)
    • Hawaii Standard Time (HST)
    • Alaska Standard Time (AKST)
    • Central Standard Time (CST)
    • Eastern Standard Time (EST)
    • Pacific Standard Time (PST)
    • Phoenix Standard Time (PNT)
    • Mountain Standard Time (MST)
    View Profile Visit Website
    Cynoteck Technology Solutions Pvt. Ltd. Logotype

    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.

    See all 31 projects
    1 of 1 reviews is 5 stars
    Less than $10,000 avg. project cost

    Reviewed 1 time in the past 6 months

    Recent reviews for Cynoteck Technology Solutions Pvt. Ltd. reflect a highly positive sentiment, with clients praising their exceptional project management and commitment to client satisfaction. Notably, one client highlighted the impressive transformation of their website, noting its stunning design and flawless performance. Communication was consistently described as proactive and effective. Clients emphasized that Cynoteck's dedication creates a partnership atmosphere rather than a typical vendor-client relationship, with no significant areas for improvement identified.
    Read 1 Recent Review

    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.
    Read All Reviews

    View projects from:

    United States (14) India (6) Australia (2) Canada (1) Singapore (1) England (1)

    This provider is fluent in 1 language:

    • English
    $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
    View Packages
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  • Reflections Info Systems Logotype

    4.8 3 reviews
    Verified
    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

    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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    Select Industry to see insights

    Software Banks

    Oklahoma City, OK

    619 W Main Street
    Oklahoma City, OK 73102

    1

    73102

    See All Locations (2)
    View Profile Visit Website
  • 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 Exceptional results

    BridgeRev has consistently delivered exceptional results for its clients, as evidenced by substantial growth in sales and leads. One client noted a consistent 34% year-over-year increase in sales, while another praised their outstanding advertising results, stating they struggled to keep up with the volume of leads generated. Clients highlighted BridgeRev's expertise, integrity, and effective communication, emphasizing their role as true partners in achieving business success.
    • Digital Marketing for Content Production Company
      5.0 Jun 15, 2022

      Our sales have consistently increased year over year since working with Bridges. The last three years have averaged a 34% growth. Their knowledge and expertise are second to none. However, the most impressive thing is how they treat us like a true partner.

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    • Inbound Marketing Campaign for Legal Firm
      5.0 Jan 24, 2018

      Their advertising results have been so outstanding that I can hardly keep up with the amount of leads it's produced. Their work has produced an unbelievable amount of business for me. I can't even put into words how pleased I am. I'm very impressed with their knowledge in their field.

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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.

    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 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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    View projects from:

    Oklahoma City, Oklahoma (2) Norman, Oklahoma (1) Columbus, Ohio (1)
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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

    Reviews mention Timely

    Overall sentiment regarding timeliness in Ascend Technologies' services is highly positive. Clients consistently highlight their responsiveness and quick problem resolution. One client noted, "They're a lot quicker to respond to our needs and provide solutions compared to others." Another emphasized, "If they can’t get to a problem right away, they always give you a time frame so that you can adjust your own expectations accordingly." This reliable service fosters strong client satisfaction and trust.
    • Managed Services for Real Estate Equity Firm
      4.5 Nov 2, 2018

      They're a lot quicker to respond to our needs and provide solutions compared to others. It would be nice if they had more senior-level engineers available on their team, so we don't have to wait for their availability. However, we generally only have to wait about a day when that's the case.

      Read Full Review
    • Ongoing IT Support for Independent Consultant
      5.0 Jul 4, 2018

      If they can’t get to a problem right away, they always give you a time frame so that you can adjust your own expectations accordingly. Over the 10 years I’ve worked with Switchfast, my companies have been both large and small. Regardless of our size, we’ve always received the very best service in a timely fashion.

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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.

    Read All Reviews

    Select Industry to see insights

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

    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.
    Read All Reviews

    View projects from:

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

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  • 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
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  • 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
    View Profile
  • Legion Elite OKC Logotype

    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.

    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
    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
    View Profile Visit Website
  3. Reflections Info Systems Logotype

    Reflections Info Systems

    Undisclosed
    Undisclosed
    250 - 999
    Thiruvananthapuram, India

    Ability to deliver

    22.5/40.0
    17.2/20 Reviews
    0/10 Clients & Experience
    5.3/10 Market Presence

    Service focus

    10% CRM Consulting and SI
    90% Other
    View Profile Visit Website
  4. 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
  5. 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
  6. Legion Elite OKC Logotype

    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
    View Profile Visit Website

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