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Top CRM Consultants in Oklahoma City

Ratings Updated: December 29, 2025

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3 Leaders 3 Contenders

6 Companies

Country: United States

State: Oklahoma

City: Oklahoma City

Services: CRM Consulting and SI

List of the Top Oklahoma City CRM Companies

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Set2Close

4.9 78 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.

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Reviews mention Honest
Clients consistently highlight the honesty and integrity of Set 2 Close, noting their genuine desire to see client success. One client remarked on their professionalism and energy, stating, 'They were honest, professional, and full of energy and integrity.' Overall, the sentiment regarding honesty is overwhelmingly positive, reinforcing the company's reputation as a trustworthy partner in business initiatives.

Sales Management & Marketing for Chemical Distribution Firm

4.5 Jun 28, 2022

They were honest, professional, and full of energy and integrity. They genuinely wanted to see us succeed.
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21 of 22 reviews are 5 stars

20 new reviews for CRM Consulting and SI services

Less than $10,000 avg. project cost

Reviewed 22 times in the past 6 months
Recent reviews for Set2Close reflect a strong positive sentiment, emphasizing their expertise and responsiveness. Clients appreciated the tailored onboarding processes for HubSpot, with notable feedback highlighting their thorough training and project management. For instance, one client noted, 'Set2Close's culture and hospitality were impressive,' while another praised their ability to deliver on time and provide clear communication. Overall, clients experienced measurable improvements in their sales processes and CRM management, with no significant areas for improvement identified.
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Average Project Cost Breakdown

Less than $10,000 (55) $10,000 to $49,000 (6) $50,000 to $199,999 (2)

What Clients Have Said
Clients consistently commend Set2Close for their exceptional value for money, with many noting that their pricing aligns well with budgets while delivering high-quality services. For instance, one client highlighted that Set2Close's pricing fit their budget and provided good value for the cost, while another remarked on the significant savings from utilizing their free onboarding service. Overall, the sentiment leans towards satisfaction, with clients expressing appreciation for the expertise and support received relative to the investment made.
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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

CRM Consulting for Due Diligencie Background Check Company
5.0 — Set2Close provided HubSpot consulting and strategy for a due diligence background check company. The team interviewed all stakeholders, guided them through the problem assessment process, and Read more
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CloudMasonry

5.0 15 reviews
Premier Verified

$5,000+

$200 - $300 / hr

50 - 249

Serves Oklahoma City, OK

Services provided

100% CRM Consulting and SI

CloudMasonry is a CRM Consultancy specializing in CRM Implementation and CRM Systems Integration. Reviewers overwhelmingly highlight their expertise and professionalism, with 100% satisfaction, noting their ability to deliver projects on time and within budget. Approximately 80% of reviewers commend their proactive approach and strong communication skills, emphasizing the value they provide in CRM Consulting and SI services.

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Reviews mention Timely
The sentiment regarding timeliness in CloudMasonry's project delivery is overwhelmingly positive. Clients consistently noted that CloudMasonry delivered projects on schedule, demonstrating exceptional project management. One client remarked on their 'incredibly proactive' approach and ability to address issues quickly, while another highlighted the team's efficiency in meeting deadlines despite client-side delays. Overall, clients expressed high satisfaction with CloudMasonry's commitment to timely delivery and responsiveness to their needs.

Custom Software Development for Financial Services Company

5.0 Jun 7, 2024

Our consultant always delivered items on time, even if there were delays on our end of the partnership. She was extremely efficient, thorough, and flexible as we tried to keep up with her!
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CRM Consulting for University

5.0 Dec 19, 2023

Timely, efficient, and professional.
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Salesforce Automation & Functionality Dev for Direct Energy

5.0 Jan 27, 2021

CloudMasonry is always true to their word about what they’re going to deliver, and they’re consistently on time, sticking to or coming in under the budget.
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Custom Salesforce Build Out for Legal Cannabis Marketplace

5.0 Feb 27, 2020

They hit all of their self-imposed deadlines and the development process was much faster than we expected. I’ve never worked with somebody as on top of a project like they were.
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Salesforce Support for Publishing Company

5.0 Jan 23, 2025

They have strong foresight and product knowledge. Available throughout the day with quick timescales to respond to any queries. Project delivered on time with a smile on their faces!
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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
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Industry Experience

CloudMasonry has received positive feedback across various industries, including Publishing, Education, Insurance, Financial Services, Nonprofit, IT Services, Utilities, Arts, Entertainment & Music, and Pharmaceuticals. Clients praise their expertise in Salesforce implementation, project management, and proactive communication. The overall sentiment is highly favorable, highlighting their strengths in understanding client needs and delivering on time. Educational institutions and financial services firms particularly commend their ability to enhance communication strategies and optimize reporting, making them a strong fit for clients in these sectors.
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Publishing Education Insurance Financial services Nonprofit IT Services Utilities Arts, entertainment & music Consumer Products Pharmaceuticals

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Chicago, IL

20 W Kinzie, 17th Floor, Suite 9015
Chicago, IL 60654
21 - 30

888-668-2525

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Cynoteck Technology Solutions Pvt. Ltd.

4.9 31 reviews
Premier Verified

$10,000+

$25 - $49 / hr

50 - 249

Serves Oklahoma City, OK

Services provided

50% CRM Consulting and SI

10% AI Agents

10% AI Development +3 services

10% ERP Consulting and SI

10% Low/No Code Development

10% Web Development

Cynoteck Technology Solutions Pvt. Ltd. is a CRM Consulting and Systems Integration company known for its strong work ethic and effective project management. They deliver robust CRM solutions with high responsiveness and eagerness to meet client needs, as evidenced by positive feedback from all reviewers.

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1 of 1 CRM Consulting and SI reviews are 5 stars

1 new review for CRM Consulting and SI in past 6 months

$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 strong capabilities across various industries, including Healthcare, Real Estate, Manufacturing, Sports, Nonprofit, Consulting, Advertising & Marketing, Legal, Food & Beverages, and IT Services. Clients praised their expertise in developing RPA tools, CRMs, and websites, as well as their responsiveness and project management. They are particularly well-regarded in Healthcare and Real Estate for their innovative solutions and timely delivery, making them a suitable partner for organizations seeking technological advancements.
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Real estate Healthcare Manufacturing Sports Nonprofit Advertising & marketing Legal Cannabis Food & Beverages IT Services Software Education Arts, entertainment & music Retail Legal Information technology Utilities Consulting

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$3,000 Basic Package ideal for first-time CRM users. $8,000 Standard Package ideal for existing CRM users $15,000 Enhanced Package for CRM power-users

CRM Implementation Packages
Basic Package: CRM Setup, Lead, Opportunity, Contact, Accounts, Activities, Dashboards ||| Standard Package: All features of Basic Package plus Territory Management, Product & Price Book, Lead Channels, Sales Cadence, Mobile App ||| Enhanced Package: All features of Standard Package plus Team Collaboration, Case Management, Automations
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Dehradun, India

A-4, Sahastradhara Rd, Doon IT Park
Dehradun, India 248001
101 - 150

+1415 429-6641

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Reflections Info Systems

4.8 3 reviews

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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.

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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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Oklahoma City, OK

619 W Main Street
Oklahoma City, OK 73102
1

73102

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BridgeRev

5.0 4 reviews

$10,000+

$150 - $199 / hr

10 - 49

Oklahoma City, OK

Services provided

100% CRM Consulting and SI

BridgeRev is a digital marketing agency known for effective revenue growth strategies, offering services such as SEO, website optimization, and digital presence management. Feedback indicates a high level of client satisfaction, with 100% of reviews highlighting their partnership approach and expertise. Clients report significant business growth, with some noting a 34% sales increase and improved client acquisition.

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Reviews mention Honest
BridgeRev has received positive feedback regarding their honesty and integrity, with clients noting their willingness to provide candid advice, even when it may not align with the client's initial desires. One client highlighted, "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." Overall, sentiments reflect a strong appreciation for their transparent communication and commitment to client success.

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. Honest and high integrity.
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Average Project Cost Breakdown

$50,000 to $199,999 (3) $10,000 to $49,000 (1)

What Clients Have Said
Clients frequently highlight BridgeRev's services as offering excellent value for money, often noting significant returns on their investments. For instance, one client reported a growth in sales averaging 34% annually after engaging with BridgeRev, while another emphasized that their leads surged dramatically, leading to the need for additional staff. Although some clients initially perceived the pricing as high, they later acknowledged that the results justified the costs, indicating a strong overall sentiment regarding the company's value.
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View projects from:

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

Oklahoma City, OK

1 East Sheridan Avenue Suite 610
Oklahoma City, OK 73104
2 - 5

+14058133330

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Ascend Technologies

4.9 20 reviews

Undisclosed

Undisclosed

250 - 999

Auburn Hills, MI

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 Team players
Clients consistently describe Ascend Technologies as a dedicated team player, highlighting their long-term partnership and deep understanding of client needs. One client noted, "They have a good understanding of what we do and our technology requirements, so we view them as a partner more than a vendor." The sentiment reflects a strong appreciation for their consistent team stability and collaborative approach, although some clients have noted a need for resource scaling to keep pace with growth.

Infrastructure & Managed Services for Growing Financial Firm

4.5 Jan 12, 2018

We've had a consistent and stable team for years, even though we're not their only client. They have a good understanding of what we do and our technology requirements, so we view them as a partner more than a vendor.
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Average Project Cost Breakdown

$50,000 to $199,999 (7) $200,000 to $999,999 (4) Less than $10,000 (1) $10,000 to $49,000 (1)

What Clients Have Said
Clients generally perceive Switchfast Technologies as offering competitive pricing and high value for money. Feedback indicates that their services are cost-effective, particularly for small to mid-sized businesses. One client noted, 'They were the most cost-effective' compared to other providers, while another mentioned spending around $45,000 annually, finding it justified by the quality of service received. Overall, clients appreciate the proactive support and responsiveness, which further enhances their perception of value.
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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

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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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Oklahoma City, OK

5205 NW 115th St,
Oklahoma City, OK 73162
1

+1.405.720.3987

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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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Oklahoma City, OK

100 Ne 4th Street, Apt 4301
Oklahoma City, OK 73104
1

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Legion Elite OKC

Not yet reviewed

$5,000+

$100 - $149 / hr

2 - 9

Oklahoma City, OK

Services provided

20% CRM Consulting and SI

30% Direct Marketing

25% Market Research +1 service

25% Marketing Strategy

Legion Elite OKC is a Direct Marketing company. They were established in 2016, and their services include Direct Marketing and Marketing Strategy.
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Oklahoma City, OK

4334 NW Expressway Suite #236
Oklahoma City, OK 73116
2 - 5

+1.405.607.1714

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Ability to deliver

Focus

Proven

Market Leaders

Emerging

Niche

Clutch Leaders Matrix

Rollover to see company insights or click a company below for more details.

1 BridgeRev

2 Ascend Technologies

3 Reflections Info Systems

A Clutch Leaders Matrix provides a broad view of the top-performing companies in a particular service or location. Each company featured in a Leaders Matrix is evaluated based on Focus and Ability to Deliver. The size of each circle indicates that company’s size.

By using verified reviews, focused service details, and real project data, the Leaders Matrix highlights companies that consistently deliver and stand out from the rest. Each company’s position is based on how well they focus on a service area and how consistently they deliver results, helping you make informed, confident decisions. Learn More

Focus (x-axis)

Focus accounts for a company’s specialization within a certain service.

Ability to Deliver (y-axis)

Ability to Deliver considers three criteria:

Client feedback and reviews
Work experience and previous projects
Market presence and reputation in the industry

List of the Top 3 Oklahoma City CRM Companies

BridgeRev

$10,000+

$150 - $199 / hr

10 - 49

Oklahoma City, OK

Ability to deliver

21.7/40.0

16.2/20 Reviews

0/10 Clients & Experience

5.5/10 Market Presence

Service focus

100% CRM Consulting and SI

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Ascend Technologies

Undisclosed

Undisclosed

250 - 999

Auburn Hills, MI

Ability to deliver

27.8/40.0

15.8/20 Reviews

6.4/10 Clients & Experience

5.6/10 Market Presence

Service focus

15% CRM Consulting and SI

85% Other

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Reflections Info Systems

Undisclosed

Undisclosed

250 - 999

Oklahoma City, OK

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

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RJ Consulting Services

Undisclosed

Undisclosed

2 - 9

Oklahoma City, OK

Ability to deliver

0/40.0

0/20 Reviews

0/10 Clients & Experience

0/10 Market Presence

Service focus

100% CRM Consulting and SI

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BoldRamp

Undisclosed

Undisclosed

2 - 9

Oklahoma City, OK

Ability to deliver

0/40.0

0/20 Reviews

0/10 Clients & Experience

0/10 Market Presence

Service focus

100% CRM Consulting and SI

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Legion Elite OKC

$5,000+

$100 - $149 / hr

2 - 9

Oklahoma City, OK

Ability to deliver

0/40.0

0/20 Reviews

0/10 Clients & Experience

0/10 Market Presence

Service focus

20% CRM Consulting and SI

80% Other

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Reviews mention Honest

Sales Management & Marketing for Chemical Distribution Firm

Reviewed 22 times in the past 6 months

Average Project Cost Breakdown

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CRM Consulting for Due Diligencie Background Check Company

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