Top CRM Consultants in Orange
8 Leaders 15 Contenders
162 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 100 projectsSet2Close is a CRM Consultancy and Systems Integration firm specializing in HubSpot onboarding, training, and integration. They receive overwhelmingly positive feedback, with clients appreciating their personalized, knowledgeable service and their ability to enhance HubSpot utility. With 100% of reviews highlighting their expertise and exceptional support, Set2Close is highly recommended for CRM Consulting and CRM SI services.
Reviews mention Great project management
Set2Close has received consistent praise for their exceptional project management skills across multiple client reviews. Clients highlighted their timely delivery of milestones, clear communication, and responsiveness to needs. For instance, one client noted that their project manager 'was always on time' and provided additional expertise when required. Another client emphasized that the structured approach kept them 'perfectly on track.' Overall, the sentiment reflects strong satisfaction with Set2Close's ability to manage projects effectively and exceed client expectations.-
HubSpot Training & Consulting for Consulting Firm
5.0 Apr 8, 2025Set2Close demonstrated exceptional project management throughout the training process. They delivered all training materials and milestones on time, adhering to the agreed-upon schedule. The training sessions were well-organized, and each module was completed on time, allowing for continuous progress. They were flexible when needed to be - but were firm on sticking to a scheduled plan.
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CRM Consulting & Business Consulting for Insurance Company
5.0 Apr 9, 2025Orrin was an outstanding project manager who had clear communication, was always on time and brought additional subject matter experts into the conversation when needed.
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Web Development, Design & CRM Setup for B2B Creative Prod Co
5.0 Jul 2, 2025Project management was great. Everyone was very communicative and easy to work with, and did fantastic work.
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CRM Consulting & SI for Staffing OS Company
5.0 Mar 19, 2026Set2close's project management William was excellent from start to finish, deliverables were met on time and communication was consistently clear throughout the engagement. What stood out most was their depth of HubSpot knowledge; they came prepared, understood our needs quickly, and when an edge-case question arose that they didn't have an immediate answer to, they always followed up with a thorough, well-researched solution rather than leaving us hanging. That combination of expertise and accountability made the entire process smooth and gave us full confidence in the engagement.
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19 of 19 reviews are 5 stars19 new reviews for CRM Consulting and SI servicesLess than $10,000 avg. project costRead 17 Recent ReviewsReviewed 19 times in the past 6 months
In the past six months, Set2Close has received overwhelmingly positive feedback for their expertise in HubSpot onboarding and training. Clients consistently praise the team's knowledge, responsiveness, and personalized support. For instance, one client highlighted Jeremy's ability to simplify complex processes, while another noted the effective project management that ensured timely deliverables. Overall, clients feel empowered and confident in using HubSpot, with many expressing eagerness to continue their partnership with Set2Close.Was this helpful?
More responsive than most other service providers
Get in TouchSet2Close is very responsive
They are a great candidate to start a conversation with. Send them a short message or project inquiry.Was this helpful?
4 of 4 Orange-based reviews are 5 stars1 Orange-based review 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
70% CRM Consulting and SI10% AI Development10% API Development +1 service10% IT Staff AugmentationSee all 103 projectsPeeklogic, LLC is a CRM Consulting firm specializing in CRM Systems Integration and Implementation, particularly focused on Salesforce. They consistently receive high praise for their responsiveness, expertise, and effective solutions, with 100% of reviewers noting their strong project management and timely delivery. Additionally, the company is commended for aligning with client needs, seamlessly integrating CRM solutions, and enhancing operational efficiency and process automation.
Industry Experience
Peeklogic, LLC has received positive feedback across multiple industries, including Financial Services, Information Technology, Medical, Manufacturing, and Legal. Clients commend their expertise in Salesforce integration and automation, noting a significant impact on operational efficiency and project management. The company is lauded for its responsiveness, willingness to customize solutions, and adherence to deadlines. Overall, Peeklogic is well-suited for projects in sectors requiring Salesforce development and integration, particularly in industries focused on customer relationship management and process optimization.
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Chemicals & Biotechnology Telecommunications Advertising & marketing Real estate Software Education Transportation Arts, entertainment & music Retail Nonprofit Consumer Products Automotive Consumer products & services Manufacturing Information technology Other industries Non-profit Consulting Financial services Legal Construction Hospitality & leisure Medical Business services Healthcare IT ServicesWas this helpful?
More responsive than most other service providers
Get in TouchPeeklogic, LLC is very responsive
They are a great candidate to start a conversation with. Send them a short message or project inquiry.Was this helpful?
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2 of 2 Orange-based reviews are 5 starsLess than $10,000 avg. project cost for CRM Consulting and SI services in OrangeRead Similar ReviewsOrange-based CRM Consulting and SI project highlight
Salesforce Dev Services for Mobile Healthcare Group
5.0 — Peeklogic, LLC has provided Salesforce development for a mobile healthcare group. They've built custom objects within Salesforce, like an order processing workflow and a patient information Read moreWas this helpful?
$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, CRM Integration, and Customer Relationship Management Consulting services. Their reviews reflect a high level of expertise, professionalism, and client satisfaction, with 100% of reviewers expressing positive feedback. Clients commend their proactive approach, knowledge in CRM systems, and ability to deliver projects on time and within budget.
Industry Experience
CloudMasonry has garnered positive feedback across multiple industries, including Education, Financial Services, Insurance, and Publishing. Clients praised their expertise in Salesforce and marketing automation, highlighting strengths in project management, proactive communication, and a tailored approach to industry-specific needs. The sentiment is notably strong in Education and Financial Services, where measurable outcomes include improved student applications and enhanced reporting capabilities. Overall, CloudMasonry is well-suited for clients in these sectors seeking effective CRM solutions and strategic consulting.
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Arts, entertainment & music Publishing Education Insurance Financial services Nonprofit IT Services Utilities Pharmaceuticals Consumer ProductsWas this helpful?
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1 of 1 Orange-based review is 5 starsLess than $10,000 avg. project cost for CRM Consulting and SI services in OrangeRead Similar ReviewsCRM 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 moreWas this helpful?
Review Rating from Clients
5.0/5.0
Quality
5.0
Schedule
4.5
Cost
5.0
Willing to Refer
5.0
Reviewers in Irvine highlight CloudMasonry's deep knowledge of Salesforce and their ability to automate processes, enhance reporting, and improve user permissions. Clients appreciate their flexibility, timely delivery, and the educational support that empowers them to manage systems independently.Read Local ReviewsWas this helpful?
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$1,000+$50 - $99 / hr2 - 9Westlake Village, CA
Services provided
10% CRM Consulting and SI40% E-Commerce Development20% Ecommerce Marketing +3 services10% AI Consulting10% IT Strategy Consulting10% Web DesignLiquid Starz, an e-commerce development company, is based in Westlake Village, California. They provide E-Commerce Development and Ecommerce Marketing.
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UndisclosedUndisclosed2 - 9Carlsbad, CA
Services provided
25% CRM Consulting and SI25% API Development25% Call Center Services +1 service25% Cloud Consulting & SISkyblue is a cloud consulting & SI company. Established in 2010, the company specializes in cloud consulting & SI and CRM consulting and SI.
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Featured
What are Featured Providers?
$1,000+$25 - $49 / hr50 - 249Serves Orange, CAServices provided
40% CRM Consulting and SI30% E-Commerce Development30% Web DevelopmentSee all 45 projectsComputan is a versatile web development company offering comprehensive services, including WordPress and HubSpot development, CMS integration, and digital marketing support. Overall, 100% of reviews highlight their technical expertise and reliability, with approximately 85% praising their timeliness and communication. Clients appreciate Computan's adaptability and value for cost, though some suggest minor improvements in project delivery visibility and proactive communication.
Reviews mention Professional
Overall, clients consistently commend Computan for their professionalism throughout various projects. Feedback highlights their effective communication, timely responses, and commitment to delivering high-quality work. For instance, one client noted, "Computan was one of the most professional and accommodating companies that I’ve worked with." Another remarked on their "incredibly fast response times" and professional demeanor. Clients express satisfaction with the level of expertise and the positive attitude of the team, indicating a strong sentiment of professionalism across engagements.-
lackbaud + Hubspot API Integration for K-12 School
5.0 Sep 9, 2022They are very professional.
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Ongoing Web Dev & Maintenance for Management Consultancy
5.0 Oct 9, 2019Professionalism, expertise and a great attitude were most impressive about this company. Utilize Freedcamp (introduced by Computan) and some emails. This is very effective.
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Landing Page Design for Custom Promotions Site
5.0 Oct 11, 2018I valued the ability to get what I envisioned at an affordable rate. They were professional through the process and performed consistently. Their team knew exactly how to accomplish the complex work, but also respected my skills in the industry.
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Site Improvements for Automation Company
5.0 Sep 5, 2019Sajeel Qureshi is our project manager and I have rarely worked with a vendor with the speed and professionality that Sajeel provides. Highly effective, friendly, and professional. Cannot ask for more in a project manager.
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Web Dev for Digital Asset Company
5.0 Feb 6, 2020They were awesome. Computan was one of the most professional and accommodating companies that I’ve worked with. Computan’s responsiveness stood out most to me. There were a lot of quick turns on the project, as well as problems that needed to be solved very quickly. They put the right resources on the problem and met our very tight deadlines.
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Industry Experience
Computan has garnered positive feedback across various industries, including advertising & marketing, education, IT, healthcare, and e-commerce. Clients commend their expertise in web development, CMS integration, and customer service, particularly for HubSpot and WordPress platforms. Sentiment is overwhelmingly favorable, highlighting their responsiveness, flexibility, and ability to exceed client expectations. Those in need of web design, technical support, or digital marketing strategies will find Computan well-suited for projects in these sectors.
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Automotive Advertising & marketing Healthcare IT Services Education Beauty & Cosmetics Wellness & Fitness Software Logistics & Supply Chain Media Consulting Manufacturing Telecommunications Hospitality & leisure Nonprofit Information technology Business services Research Other IndustryWas this helpful?
Average Project Cost Breakdown
Read All ReviewsWhat Clients Have Said
Clients consistently highlight Computan's competitive pricing and value for money. One client noted, 'Pricing fit our budget' and emphasized the 'good value for cost.' Another remarked, 'The quality of work we get for the cost is something I have not seen in any agency I have worked with.' Overall, clients appreciate the balance of affordability and quality, though some desire improved communication on project timelines and costs.Was this helpful?
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UndisclosedUndisclosed2 - 9Westlake Village, CA
Services provided
20% CRM Consulting and SI20% Branding20% Search Engine Optimization +3 services20% Web Development10% Low/No Code Development10% Web DesignBranding agency Stackit Digital, Inc. Was founded in 2022. The company focuses on Branding and Search Engine Optimization, and is small.
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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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Rollover to see company insights or click a company below for more details.
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 8 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 -
$1,000+Undisclosed10 - 49Irvine, CA
Ability to deliver
29.8/40.017.4/20 Reviews7.5/10 Clients & Experience4.9/10 Market PresenceService focus
10% CRM Consulting and SI90% 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 -
UndisclosedUndisclosed250 - 999Irvine, CA
Ability to deliver
5.3/40.00/20 Reviews0/10 Clients & Experience5.3/10 Market PresenceService focus
25% CRM Consulting and SI75% 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 -
$5,000+$200 - $300 / hr10 - 49Newport Beach, CA
Ability to deliver
5.2/40.00/20 Reviews0/10 Clients & Experience5.2/10 Market PresenceService focus
40% CRM Consulting and SI60% 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
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