Top CRM Consultants in Orange
159 Companies
List of the Top Orange CRM Companies
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Featured
What are Featured Providers?
$5,000+$200 - $300 / hr10 - 49Serves Orange, CAServices provided
40% CRM Consulting and SI10% Account-Based Marketing10% Digital Strategy +4 services10% Email Marketing10% Recruiting10% Sales Outsourcing10% StaffingSee all 96 projectsSet2Close is a CRM Consultancy specializing in CRM Implementation, Customer Relationship Management Consulting, and CRM Systems Integration. The company receives overwhelmingly positive feedback, with 100% of reviewers noting their deep expertise and personalized approach. Clients commend their ability to tailor CRM solutions precisely to business needs, highlighting their valuable training and seamless process management.
Reviews mention Personable
Clients consistently praised Set2Close for their personable approach, emphasizing the genuine human connection established during interactions. One client noted, "In a world full of AI buzz, having a genuine human connection and personal touch made all the difference." Another highlighted the team's ability to listen and provide tailored solutions, stating, "They built a relationship with me and learned about our use case for HubSpot." Overall, the sentiment reflects strong appreciation for Set2Close's personalized service and dedication to client needs.-
Sales Recruitment & Digital Marketing for Pest Control Co.
5.0 Dec 15, 2022Jordan's accessibility and relatability as well as their culture and values were very impressive and showed through in their work.
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Sales Program Dev for Creative Agency
5.0 Aug 24, 2022Their personalities were aligned with ours. They were motivated people who would stop at nothing to achieve the goal.
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HubSpot Training & Consulting for Consulting Firm
5.0 Apr 8, 2025Whenever I had specific needs or questions, Set2Close was highly responsive. They provided prompt support, either during training or in between sessions, ensuring I had the guidance needed to apply what I was learning. Their proactive communication and flexibility ensured a smooth learning experience and helped me stay on track with my goals.
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HubSpot Training & Consulting for Consulting Firm
5.0 Apr 8, 2025What impressed me most about Set2Close was their personalized approach to training. Unlike many other training providers, they took the time to understand my specific business needs and tailored the HubSpot training accordingly. This made the experience feel relevant and directly applicable to my daily tasks.
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CRM Consulting & Digital Strategy for Podcast Production Co
5.0 Mar 26, 2025One thing that I really appreciated was receiving custom video tutorials for implementing specific Hubspot features from Dennis, when in an email I would receive a video link where he would do a video walkthrough for setting up a specific feature. I did like the personal touch of the virtual meetings, where every week we got an hour to check in and ask specific questions and then left the meetings with specific goals for the following week, and there were often check-ins throughout the week to make sure we were staying on track.
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Average Project Cost Breakdown
Read All ReviewsWhat Clients Have Said
Clients consistently highlight Set2Close's competitive pricing and exceptional value for money, often noting that the services provided exceeded their expectations. Multiple reviews mention that the pricing fit their budgets while delivering high-quality training and support. One client stated, "Set 2 Close helped us with sales pipeline consulting, lead generation, and multi-channel prospecting education, and business development,” emphasizing the comprehensive nature of the services provided at a reasonable cost. Overall, sentiment is overwhelmingly positive regarding the balance of cost and value.Was this helpful?
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4 of 4 Orange-based reviews are 5 stars3 Orange-based reviews for CRM Consulting and SI in past 6 monthsLess than $10,000 avg. project cost for CRM Consulting and SI services in OrangeRead Similar ReviewsCRM 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 moreWas this helpful?
$1,000+$25 - $49 / hr50 - 249Serves Orange, CAServices provided
85% CRM Consulting and SI14% Low/No Code Development1% Custom Software DevelopmentSee all 96 projectsPeeklogic, LLC is a CRM Consulting and SI firm specializing in Salesforce implementation, integration, and customization. Across reviews, 100% of feedback is positive, highlighting their responsiveness, strong project management, and expertise in CRM systems integration. Many clients (over 70%) emphasize Peeklogic's ability to deliver solutions efficiently and their alignment with client values and operational needs.
Reviews mention Customized support
Clients have expressed high satisfaction with Peeklogic, LLC's customized support, highlighting their responsiveness and willingness to meet unique needs. One client noted the team's exceptional communication and quick turnaround on requests, often delivering same-day solutions. They particularly appreciated the company's dedication to ensuring customer satisfaction, stating, 'They are willing to go the extra mile to have happy customers.' Overall, the sentiment reflects strong approval of Peeklogic's tailored assistance and commitment to client success.-
Custom Software Development for Live Experiences Company
5.0 Dec 1, 2023The team has been very responsive during our implementation and configuration process. The team walked us through the setup step-by-step and worked with us to customize the configuration. They responded to any questions within a day and met via virtual meetings whenever we needed further assistance. The team works with us to deliver customized solutions for our unique business needs.
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17 of 18 reviews are 5 stars12 new reviews for CRM Consulting and SI services$10,000 – $49,000 avg. project costRead 18 Recent ReviewsReviewed 18 times in the past 6 months
Recent reviews for Peeklogic, LLC indicate a strong overall sentiment of satisfaction among clients, highlighting their excellent project management and responsiveness. Clients commend the team for delivering high-quality Salesforce solutions on time, such as a fully functional Salesforce app and customized CRM enhancements. Specific feedback includes their ability to streamline workflows, improve operational efficiency, and maintain clear communication. Notably, clients expressed no significant areas for improvement, emphasizing the team's professionalism and alignment with client values.Was this helpful?
Average Project Cost Breakdown
Read All ReviewsWhat Clients Have Said
The overall feedback regarding Peeklogic, LLC highlights a strong sentiment of value for money in their services. Clients frequently noted that the pricing fit their budgets and appreciated the high quality of work delivered. For instance, one client stated, "They had high ratings and offered good value for the cost," while another mentioned, "Pricing fit our budget, good value for cost." Overall, clients felt that the cost was justified by the quality and responsiveness of the team, emphasizing timely delivery and effective communication.Was this helpful?
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$5,000+$200 - $300 / hr50 - 249Serves Orange, CAServices provided
100% CRM Consulting and SISee all 15 projectsCloudMasonry 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.
1 of 1 reviews is 5 stars1 new review for CRM Consulting and SI services$10,000 – $49,000 avg. project costRead 1 Recent ReviewReviewed 1 time in the past 6 months
In recent reviews, clients have expressed high satisfaction with CloudMasonry's expertise and project management. A Director of Sales Operations highlighted Ishan's extensive knowledge and effective consultation, which led to improved data reporting and streamlined processes. Overall, the sentiment is positive, with clients appreciating the timely delivery and alignment with budgetary constraints. No significant areas for improvement were noted, indicating a strong performance by CloudMasonry in meeting client needs.Was this helpful?
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 PharmaceuticalsWas this helpful?
Average Project Cost Breakdown
Read All ReviewsWhat Clients Have Said
Clients consistently noted CloudMasonry's excellent value for money, highlighting their competitive pricing and high-quality service. One client remarked on their 'good value for cost,' while another emphasized that CloudMasonry 'fit our budget' without compromising on expertise. Overall, sentiments are overwhelmingly positive, with many clients praising their ability to deliver projects on time and on budget, further affirming the company's commitment to providing substantial value.Was this helpful?
Review Rating from Clients
5.0/5.0
Quality
5.0
Schedule
4.5
Cost
5.0
Willing to Refer
5.0
CloudMasonry in Irvine is recognized for delivering comprehensive Salesforce enhancements, including user permissions, automation, and dashboards. Clients commend their knowledgeable, flexible approach, which improved organizational security and reporting capabilities for financial services companies, ensuring efficient project execution.Read Local ReviewsWas this helpful?
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UndisclosedUndisclosed50 - 249San Diego, CA
Services provided
20% CRM Consulting and SI20% Cloud Consulting & SI20% Custom Software Development +2 services20% ERP Consulting and SI20% Mobile App DevelopmentSoftClouds is a cloud consulting & SI company launched in 2005. Their team offers cloud consulting & SI and CRM consulting and SI.
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UndisclosedUndisclosed10 - 49Thousand Oaks, CA
Services provided
20% CRM Consulting and SI20% API Development20% Business Consulting +2 services20% ERP Consulting and SI20% Web DesignDefined Ventures, Inc. Is a web design agency. Established in 2009, their team provides Web Design and CRM consulting and SI.
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Undisclosed$50 - $99 / hr10 - 49Irvine, CA
Services provided
50% CRM Consulting and SI50% ERP Consulting and SIContivio, a CRM consulting and SI and ERP consulting and SI company, was launched in 2000. The small team offers CRM consulting and SI and ERP consulting and SI.
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Undisclosed$100 - $149 / hr10 - 49Santa Monica, CA
Services provided
40% CRM Consulting and SI40% ERP Consulting and SI20% Other IT Consulting and SIMobolize is a Santa Monica, California-based CRM consulting and SI company. Their services include CRM consulting and SI and ERP consulting and SI.
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Undisclosed$150 - $199 / hr10 - 49Irvine, CA
Services provided
30% CRM Consulting and SI40% Unified Communications Consulting & SI10% Application Management & Support +2 services10% Cloud Consulting & SI10% Web DesignIntegrated Access Solutions is a CRM consulting and SI company. They provide CRM consulting and SI and unified communications consulting & SI and are headquartered in Irvine, California.
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UndisclosedUndisclosed10 - 49Simi Valley, CA
Services provided
50% CRM Consulting and SI50% Application Management & SupportFounded in 2008, Cynergy Solutions, LLC is a CRM consulting and SI and Application Management & Support company. The small team provides CRM consulting and SI and Application Management & Support.
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UndisclosedUndisclosed50 - 249Irvine, CA
Services provided
20% CRM Consulting and SI20% AI Consulting20% BI & Big Data Consulting & SI +2 services20% ERP Consulting and SI20% IT Strategy ConsultingIn Danville, California and Irvine, California, Arrayflair is an IT strategy consulting company. They provide IT strategy consulting and BI & big data consulting & SI and were launched in 2020.
Read moreSee All Locations (3)Irvine, CA
4790 Irvine Blvd Suite 105
Irvine, CA 92620Was this helpful?
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UndisclosedUndisclosed2 - 9Cerritos, CA
Services provided
25% CRM Consulting and SI25% Business Consulting15% Logo +3 services15% Search Engine Optimization10% Graphic Design10% Product DesignMinorea is a CRM consulting and SI company. They specialize in CRM consulting and SI and Business Consulting and are based in Commerce, California and Cerritos, California.
Read moreSee All Locations (2)Cerritos, CA
17315 Studebaker Rd, 300F
Cerritos, CA 90703Was this helpful?
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UndisclosedUndisclosed10 - 49Long Beach, CA
Services provided
10% CRM Consulting and SI10% Application Testing10% Corporate Training & Coaching +7 services10% Custom Software Development10% Financial Advising & Planning10% HR Consulting10% IT Managed Services10% IT Staff Augmentation10% IT Strategy Consulting10% Mobile App DevelopmentEnsymbios, Inc. Is an IT strategy consulting company. The team offers IT strategy consulting and CRM consulting and SI and is based in Long Beach, California.
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We evaluate service providers using a structured methodology that combines:
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This data powers tools like the Leaders Matrix, which helps you compare agencies directly. Our research team curates rankings by weighing verified reviews most heavily, so the most trusted and experienced providers rise to the top.
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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
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- Market presence and reputation in the industry
List of the Top 7 Orange CRM Companies
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$25,000+$25 - $49 / hr250 - 999Irvine, CA
Ability to deliver
32/40.015.6/20 Reviews10/10 Clients & Experience6.4/10 Market PresenceService focus
20% CRM Consulting and SI80% Other -
$5,000+$150 - $199 / hr50 - 249Irvine, CA
Ability to deliver
29/40.016.2/20 Reviews6.6/10 Clients & Experience6.1/10 Market PresenceService focus
16% CRM Consulting and SI84% Other -
$5,000+$25 - $49 / hr10 - 49Costa Mesa, CA
Ability to deliver
25/40.016.2/20 Reviews3.6/10 Clients & Experience5.2/10 Market PresenceService focus
15% CRM Consulting and SI85% Other -
$5,000+$150 - $199 / hr2 - 9Irvine, CA
Ability to deliver
24.4/40.016.2/20 Reviews3.6/10 Clients & Experience4.6/10 Market PresenceService focus
15% CRM Consulting and SI85% Other -
$5,000+$150 - $199 / hr2 - 9Irvine, CA
Ability to deliver
24.4/40.016.2/20 Reviews2.1/10 Clients & Experience6.1/10 Market PresenceService focus
10% CRM Consulting and SI90% Other -
$5,000+$150 - $199 / hr10 - 49Irvine, CA
Ability to deliver
23.5/40.016.2/20 Reviews0/10 Clients & Experience7.3/10 Market PresenceService focus
10% CRM Consulting and SI90% Other -
$1,000+$50 - $99 / hr2 - 9Irvine, CA
Ability to deliver
20.8/40.016.2/20 Reviews0/10 Clients & Experience4.6/10 Market PresenceService focus
20% CRM Consulting and SI80% Other -
$1,000+$50 - $99 / hr50 - 249Irvine, CA
Ability to deliver
8.4/40.00/20 Reviews2.4/10 Clients & Experience6/10 Market PresenceService focus
100% CRM Consulting and SI -
UndisclosedUndisclosed10 - 49Irvine, CA
Ability to deliver
4.6/40.00/20 Reviews0/10 Clients & Experience4.6/10 Market PresenceService focus
100% CRM Consulting and SI -
UndisclosedUndisclosed50 - 249Irvine, CA
Ability to deliver
5.8/40.00/20 Reviews0/10 Clients & Experience5.8/10 Market PresenceService focus
40% CRM Consulting and SI60% Other -
$25,000+$25 - $49 / hr10 - 49Irvine, CA
Ability to deliver
4/40.00/20 Reviews0/10 Clients & Experience4/10 Market PresenceService focus
50% CRM Consulting and SI50% Other -
$1,000+Undisclosed10 - 49Irvine, CA
Ability to deliver
12.4/40.00/20 Reviews7.5/10 Clients & Experience4.9/10 Market PresenceService focus
10% CRM Consulting and SI90% Other -
UndisclosedUndisclosed2 - 9Newport Beach, CA
Ability to deliver
0/40.00/20 Reviews0/10 Clients & Experience0/10 Market PresenceService focus
100% CRM Consulting and SI -
UndisclosedUndisclosed2 - 9Santa Ana, CA
Ability to deliver
0/40.00/20 Reviews0/10 Clients & Experience0/10 Market PresenceService focus
100% CRM Consulting and SI -
UndisclosedUndisclosedFreelancerIrvine, CA
Ability to deliver
0/40.00/20 Reviews0/10 Clients & Experience0/10 Market PresenceService focus
100% CRM Consulting and SI -
UndisclosedUndisclosed10 - 49Irvine, CA
Ability to deliver
0/40.00/20 Reviews0/10 Clients & Experience0/10 Market PresenceService focus
80% CRM Consulting and SI20% Other -
$5,000+$150 - $199 / hr10 - 49Irvine, CA
Ability to deliver
5.3/40.00/20 Reviews0/10 Clients & Experience5.3/10 Market PresenceService focus
35% CRM Consulting and SI65% Other -
$10,000+$25 - $49 / hr10 - 49Irvine, CA
Ability to deliver
6.9/40.00/20 Reviews1.8/10 Clients & Experience5.2/10 Market PresenceService focus
25% CRM Consulting and SI75% Other -
$5,000+$100 - $149 / hr50 - 249Santa Fe Springs, CA
Ability to deliver
6.6/40.00/20 Reviews1/10 Clients & Experience5.6/10 Market PresenceService focus
20% CRM Consulting and SI80% Other -
UndisclosedUndisclosed2 - 9Fountain Valley, CA
Ability to deliver
0/40.00/20 Reviews0/10 Clients & Experience0/10 Market PresenceService focus
60% CRM Consulting and SI40% Other -
$1,000+< $25 / hr50 - 249Newport Beach, CA
Ability to deliver
5.6/40.00/20 Reviews0/10 Clients & Experience5.6/10 Market PresenceService focus
20% CRM Consulting and SI80% Other -
$5,000+$150 - $199 / hr10 - 49Irvine, CA
Ability to deliver
6.1/40.00/20 Reviews0/10 Clients & Experience6.1/10 Market PresenceService focus
20% CRM Consulting and SI80% Other
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