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Top CRM Consultants in Oregon

Ratings Updated: May 22, 2026

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4 Leaders 15 Contenders

27 Companies

Country: United States

State: Oregon

Services: CRM Consulting and SI

List of the Top Oregon CRM Companies

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Featured

What are Featured Providers?

Set2Close

5.0 96 reviews
Premier Verified

$5,000+

$200 - $300 / hr

10 - 49

Serves Oregon

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, 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.

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24 of 24 reviews are 5 stars

24 new reviews for CRM Consulting and SI services

Less than $10,000 avg. project cost

Reviewed 24 times in the past 6 months
In the last six months, Set2Close received consistently positive feedback for their expertise in HubSpot implementation and training. Clients highlighted their responsiveness and personalized support, noting significant improvements in workflow efficiency and CRM utilization. For instance, one client praised Jeremy's ability to simplify complex processes, while another emphasized the effective training sessions that tailored solutions to their specific needs. Overall, sentiment towards Set2Close is highly favorable, with many clients expressing eagerness for ongoing collaboration.
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72 of 77 CRM Consulting and SI reviews are 5 stars

25 new reviews for CRM Consulting and SI in past 6 months

Less than $10,000 avg. project cost

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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Industry Experience

Set2Close has demonstrated expertise across various industries, including non-profit, retail, real estate, and information technology, with an overall positive sentiment in feedback. In non-profit, they excelled in HubSpot onboarding, enabling effective donor management. Retail clients praised their personalized training, enhancing sales processes. Real estate companies benefited from tailored CRM setups. The IT sector valued Set2Close for their strategic approach to workflow optimization. Overall, they are highly recommended for companies in non-profit, retail, and IT sectors, seeking effective CRM implementation and sales support.
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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 Advertising & marketing Real estate Other industries

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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.
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Peeklogic, LLC

5.0 98 reviews
Premier Verified

$1,000+

$25 - $49 / hr

50 - 249

Serves Oregon

Services provided

85% CRM Consulting and SI

14% Low/No Code Development

1% Custom Software Development

Peeklogic, LLC is a CRM Consultancy specializing in CRM Integration and CRM Systems Integration, with a strong focus on Salesforce solutions. Across their reviews, 100% of clients commend their project management and responsiveness, while 80% highlight their ability to streamline workflows and improve efficiency. Clients frequently note their excellent communication skills and solution-oriented approach. Feedback indicates no significant areas for improvement.

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Reviews mention Great team
The sentiment regarding Peeklogic, LLC's team is overwhelmingly positive across multiple reviews. Clients praised the team's responsiveness, professionalism, and expertise, with one noting, 'They are a wonderful team of professionals who love their work.' Another client highlighted the team's ability to deliver high-quality work on time, stating, 'They always met deadlines and took responsibility for their work.' Overall, the feedback reflects a strong appreciation for the collaborative and supportive nature of Peeklogic's staff.

Apex Scripts Development for Salesforce Consulting Company

5.0 Jun 26, 2024

PeekLogic utilizes different team members who have expertise on different goals. They communicate thoroughly and timely. Great teamwork. Peeklogic, LLC always had someone who could solve my issue.
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Salesforce Managed Package Dev for Software Company

5.0 Mar 6, 2024

The people. Peek has simply outstanding talent, that can move and pivot as our needs continually change. They all are super talented, very easy to work with, and adhere to creating a team beyond the sum of its parts. The value proposition from Peek is the best around.
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Custom Software Dev for Chat Integration Software Company

5.0 Dec 21, 2023

They are a wonderful team of professionals who love their work. They are a pleasure to deal with and be part of a team.
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Salesforce Platform Dev & Set Up for Law Firm

5.0 Apr 1, 2025

The people. They listen, they are quick, they are fantastic to work with, and their skill is impressive. Building off of skill, Maksym has been incredible. He has put together an outstanding program. He is very good at understanding what we are looking for, pushing for goals in the project, and getting things done -- fast.
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Marketing Services for Medical Company

5.0 Apr 6, 2026

Great team to work with! They helped us with Salesforce Marketing Cloud, including campaign setup and data extensions. Everything was delivered on time, and communication was smooth and efficient.
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42 of 46 CRM Consulting and SI reviews are 5 stars

14 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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Industry Experience

Peeklogic, LLC has demonstrated strong proficiency in various industries, including Financial Services, Manufacturing, Medical, Hospitality, IT, and Legal. Clients commend their expertise in Salesforce integrations and customizations, leading to improved operational efficiencies and enhanced project management. Overall sentiment is positive, with clients appreciating their responsiveness, professional communication, and ability to adapt solutions to specific industry needs. Potential clients in Financial Services and Medical sectors may find them particularly well-suited due to consistent praise for automation and integration capabilities.
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Telecommunications IT Services Advertising & marketing Real estate Software Education Chemicals & Biotechnology Transportation Arts, entertainment & music Retail Nonprofit Consumer Products Automotive Business services Manufacturing Other industries Non-profit Consulting Healthcare Financial services Legal Construction Information technology Hospitality & leisure Medical Consumer products & services

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United States (58) Canada (9) Switzerland (5) Germany (2) Israel (1) India (1) Australia (1) South Korea (1) Mexico (1) Norway (1) Guatemala (1) United Arab Emirates (1) France (1) England (1)

This provider is fluent in 3 languages:

English

Spanish

Ukrainian

This provider is available in 6 time zones:

Greenwich Mean Time (GMT)

Central European Time (CET)

Central Standard Time (CST)

Eastern Standard Time (EST)

Pacific Standard Time (PST)

Mountain Standard Time (MST)

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CloudMasonry

5.0 15 reviews
Premier Verified

$5,000+

$200 - $300 / hr

50 - 249

Serves Oregon

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 Reasonable pricing
Clients have highlighted CloudMasonry's reasonable pricing as a significant advantage. One client noted that their project was completed 'on budget,' which contributed to a seamless experience. Additionally, the flexibility and efficiency of CloudMasonry's team were praised, indicating that clients felt they received good value for their investment. Overall, the sentiment regarding pricing is positive, with clients expressing satisfaction with the cost-effectiveness of the solutions provided.

Client Turnkey System for Events & Hospitality Company

5.0 Aug 8, 2020

Our project was accomplished in the predicted timeline and on budget. The deliverables met our expectations. CM felt truly engaged in our process.
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1 of 1 reviews is 5 stars

1 new review for CRM Consulting and SI services

$10,000 – $49,000 avg. project cost

Reviewed 1 time in the past 6 months
In recent reviews, clients have expressed high satisfaction with CloudMasonry's expertise and project management. Notably, a Director of Sales Operations highlighted Ishan's extensive knowledge and ability to streamline their lead conversion process, resulting in improved data reporting. The company's timely delivery and responsive communication have been consistently praised, with no significant areas for improvement identified by clients. Overall, the sentiment reflects a strong recommendation based on successful project outcomes.
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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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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 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.
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Cascade Web Development

4.7 10 reviews

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Premier Verified

$5,000+

$150 - $199 / hr

2 - 9

West Linn, OR

Services provided

10% CRM Consulting and SI

40% Web Development

10% Digital Strategy +4 services

10% E-Commerce Development

10% Graphic Design

10% Search Engine Optimization

10% Web Design

Cascade Web Development is a web development company known for its strategic and technical expertise in building custom websites and user-friendly interfaces. Reviews reveal a strong emphasis on client communication, timely project delivery, and the ability to tailor solutions uniquely to each client. Approximately 90% of reviewers praised their creativity, technical acumen, and commitment to client satisfaction, with several specifically noting the alignment of company values.

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Reviews mention Trustworthy
The overall sentiment regarding Cascade Web Development's trustworthiness is highly positive. Clients have highlighted their attentive and accommodating nature, with one stating, "I feel comfortable working with them and I trust them." Their commitment to understanding client needs and building relationships was noted as a key differentiator, particularly in contrast to competitors. Furthermore, clients appreciate their respect for budget constraints and genuine interest in meaningful missions, reinforcing a sense of reliability and integrity.

Original Web Dev & Mobile Friendly Update for Non-Profit

4.5 Aug 25, 2017

I think they're excellent people to work with. They're very attentive and have great suggestions but they're also very hands off. If I push back and say, “look this is the way it's got to be”, Cascade is very respectful of that. That's the reason I went back to them for a second time to do the updates for the website because I'm very comfortable working with them and I trust them. They're very accommodating on a number of different levels.
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3 of 4 reviews are 5 stars

$10,000 – $49,000 avg. project cost

Reviewed 4 times in the past 6 months
In the past six months, Cascade Web Development has received overwhelmingly positive feedback from clients. Notable praise includes their responsiveness, project management, and ability to deliver tailored solutions. Clients highlighted a significant increase in application completions (13%) and successful website launches, often ahead of schedule. One client appreciated their nimbleness in meeting tight deadlines, while another commended their unique approach to each project. Overall, there were no significant areas for improvement mentioned, indicating a high level of client satisfaction.
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Industry Experience

Cascade Web Development has demonstrated expertise across multiple industries including hospitality, legal, financial services, and nonprofit sectors. Clients commend their responsiveness, creative problem-solving, and ability to produce tailored solutions. Positive sentiment is prevalent, particularly in hospitality and legal industries, where their focus on unique client needs and modern, user-friendly designs stands out. Their work has significantly improved client engagement and operational efficiency, making them a strong contender for projects in these fields.
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Nonprofit Financial services Food & Beverages Hospitality & leisure Other industries Legal

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Average Project Cost Breakdown

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

What Clients Have Said
Client feedback indicates that Cascade Web Development offers strong value for money, with several reviews highlighting projects delivered on time and often under budget. One client noted that their new website was completed 'on time and under budget,' while another emphasized the 'great ROI' received. Although some instances mentioned initial project costs exceeding expectations, clients appreciated the transparency and quality of service. Overall, the sentiment reflects satisfaction with the balance of cost and quality provided.
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Everpeak

4.9 6 reviews

$5,000+

$100 - $149 / hr

10 - 49

Portland, OR

Services provided

60% CRM Consulting and SI

20% Account-Based Marketing

20% ERP Consulting and SI

Everpeak is a CRM Consultancy firm specializing in CRM Implementation, Integration, and Systems Integration Services. The company consistently receives positive feedback from clients, with highlights including their ability to efficiently address CRM challenges and deliver timely project management solutions. Notably, their expertise in Salesforce processes and responsiveness was frequently praised. Approximately 100% of the reviews reflect satisfaction with their services and results.

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Reviews mention Detail-oriented
Everpeak has received positive feedback regarding their detail-oriented approach. Clients highlighted their meticulous attention to detail, which significantly contributed to the success of projects. One client noted that Everpeak's team was 'extremely prompt, attentive, and thorough,' while another emphasized their 'meticulous attention to detail' and effective execution of complex Salesforce workflows. Overall, the sentiment indicates strong client satisfaction with Everpeak's commitment to detail in project management and deliverables.

Salesforce Integration for Fuel & Lubricant Wholesaler

5.0 Sep 30, 2024

The team, led by Jordan Linville, was extremely prompt, attentive, and thorough for our team. Personal touch. Paid very close attention to detail.
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CRM Consulting & SI for HR Consulting Company

5.0 Sep 25, 2024

Everpeak Consulting demonstrated excellent project management throughout our engagements. Their attention to detail and timeliness, especially when we were ready to move forward, was impressive and contributed greatly to the success of the projects.
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4 of 5 CRM Consulting and SI reviews are 5 stars

5 new reviews for CRM Consulting and SI in past 6 months

$10,000 – $49,000 avg. project cost

CRM Consulting and SI PROJECT HIGHLIGHT

E-Commerce Development for Debris Removal Company
5.0 — Everpeak works with a debris removal company to update their Salesforce account. This involves resolving existing issues. Read more
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Industry Experience

Everpeak has demonstrated expertise across various industries, including Consumer Products, Construction, Software, Human Resources, and Sports. Clients commend their deep understanding of Salesforce, effective project management, and strong communication skills. Feedback highlights their ability to automate processes, improve operational efficiency, and deliver tailored solutions. Overall, client sentiment is positive, indicating that Everpeak is especially well-suited for organizations in need of Salesforce optimization and workflow automation in these sectors.
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Construction Consumer products & services Software Consumer Products Human Resources Sports

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Pompano Beach, United States (1) Hillsboro, United States (1) Portland, Oregon (1) Seattle, Washington (1) Spokane, Washington (1) Clackamas, Oregon (1)

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What are Featured Providers?
Computan

4.8 45 reviews
Verified

$1,000+

$25 - $49 / hr

50 - 249

Serves Oregon

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 Efficient
The overall sentiment regarding Computan's efficiency is overwhelmingly positive. Clients consistently highlight their ability to complete projects quickly and accurately. One client noted, "Computan understands the tasks at hand, provides solutions, and executes them quickly," while another remarked, "Sometimes our projects are done in a matter of hours." Their responsiveness and proactive communication further enhance their reputation for efficiency, making them a reliable partner for various projects.

Shopify Migration for Dietary Supplements & Wellness Company

5.0 Apr 13, 2022

Computan understands the tasks at hand, provides solutions, and executes them quickly — our partnership is a success. We’ve seen increases in our site speed and conversion rates since migrating to Shopify. Computan is solution-oriented and executes projects efficiently. Also, their services are a great value for my investment.
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HubSpot Web Dev for Media Production Company

5.0 May 11, 2021

The Computan team is highly efficient and intuitive. They’ve also been honest about timelines. Overall, they’re a knowledgeable and trustworthy team. Whenever we had any problems, they were quick to respond.
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Web Design & Development for Marketing Analytics Company

5.0 Feb 24, 2020

What I like most about Computan is they’re really efficient in the work they do. They make you a priority and really pay attention to what you need. They work with you, not just for you. Computan stays on top of things.
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Web Dev for Events Management Company

5.0 Sep 9, 2019

Sometimes our projects are done in a matter of hours. Computan works efficiently to keep up with the workflow, and they produce great work in a timely manner. Communication is strong with their team — utilizing slack has been a major help in keeping everyone up to speed.
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Industry Experience

Computan demonstrates strong expertise across various industries, including Healthcare, IT Services, Advertising & Marketing, Education, Beauty & Cosmetics, and more. Clients commend their ability to manage complex web development projects, deliver timely solutions, and enhance website performance. The overall sentiment is positive, with particular praise for their adaptability, communication, and ability to handle urgent requests. Organizations in need of reliable web development, integration, and digital marketing support would find Computan a suitable partner.
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Healthcare IT Services Advertising & marketing Education Beauty & Cosmetics Wellness & Fitness Software Logistics & Supply Chain Business services Media Consulting Manufacturing Telecommunications Research Other Industry Hospitality & leisure Automotive Nonprofit Information technology

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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 consistently praise Computan for their cost-effectiveness and the value they provide. One client noted that their pricing fit within budget constraints, highlighting good value for the cost. Another remarked that Computan's work quality for the price is unmatched compared to other agencies. Overall, feedback indicates that Computan delivers high-quality results while maintaining reasonable pricing, with many clients expressing satisfaction with the return on investment and the efficiency of their services.
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United States (34) Canada (10) Finland (1)

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Good & Gold Marketing

5.0 1 review

$1,000+

$150 - $199 / hr

10 - 49

Portland, OR

Services provided

10% CRM Consulting and SI

15% Email Marketing

15% Search Engine Optimization +6 services

15% Web Design

10% Digital Strategy

10% Pay Per Click

10% Social Media Marketing

10% UX/UI Design

5% Conversion Optimization

Good & Gold Marketing is a digital marketing agency specializing in SEO, SEM, and email marketing strategies. With 100% positive feedback, clients commend their collaborative approach, transparent insights, and effective communication. Notably, they have significantly enhanced clients' SEO performance and provided effective email marketing solutions.

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Industry Experience

Good & Gold Marketing has demonstrated expertise primarily in the retail industry, particularly in e-commerce. Clients commend their collaborative approach and transparency, leading to significant improvements in SEO and SEM strategies. The positive feedback highlights their ability to enhance email marketing through effective automation. Overall, their strengths lie in communication, proactivity, and delivering measurable results, making them a strong fit for retail businesses seeking to optimize their digital marketing efforts.
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Retail

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Average Project Cost Breakdown

$50,000 to $199,999 (1)

What Clients Have Said
Clients have expressed satisfaction with Good & Gold Marketing's pricing, noting that the value provided justifies the cost. One client highlighted the significant growth in SEO and effective collaboration, emphasizing that the transparency and proactive approach of the team enhanced their overall experience. The consistent positive feedback indicates that clients feel they receive excellent value for their investment, with no reported areas for improvement concerning pricing.
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BS&Co.

5.0 1 review

$5,000+

$100 - $149 / hr

2 - 9

Portland, OR

Services provided

10% CRM Consulting and SI

70% Email Marketing

10% Branding +1 service

10% Marketing Strategy

BS&Co. is an email marketing agency specializing in managing and optimizing email marketing programs on platforms like Klaviyo. The company has consistently received positive feedback, with 100% of clients noting their innovative approach and timely project delivery. Clients have reported significant results, including a 5x ROI on email marketing efforts.

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1 of 1 reviews is 5 stars

$10,000 – $49,000 avg. project cost

Reviewed 1 time in the past 6 months
In the last six months, BS&Co. has received positive feedback for their comprehensive management of email marketing programs. Clients, such as Green Lunar, reported a significant 5x ROI and praised their innovative strategies and timely delivery. The team demonstrated strong expertise in both technical setup and campaign execution, with no areas for improvement noted by clients. Overall, the sentiment is highly favorable, indicating BS&Co. as a reliable partner for enhancing e-commerce marketing efforts.
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Industry Experience

BS&Co. excels in the retail industry, particularly in enhancing email marketing strategies for e-commerce. Their expertise in optimizing automated flows and campaign management has led to significant increases in ROI, exemplified by a client reporting a 5x return on investment. The firm is recognized for its innovative approach and effective communication, making it a suitable partner for retail businesses seeking to enhance customer engagement and conversion rates.
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Average Project Cost Breakdown

$10,000 to $49,000 (1)

What Clients Have Said
Clients have expressed high satisfaction with BS&Co.'s pricing relative to the value they receive. One client noted a significant 5x ROI from their email marketing efforts, highlighting the effectiveness of the services provided for the investment of $10,000 to $49,999. The feedback indicates that BS&Co. delivers quality results on time, with no areas for improvement mentioned, reinforcing the overall sentiment of good value for money.
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Ariston Bell LLC

Not yet reviewed

Undisclosed

Undisclosed

2 - 9

Wilsonville, OR

Services provided

90% CRM Consulting and SI

10% Low/No Code Development

Ariston Bell LLC is a CRM consulting and SI company. Based in Bee Cave, Texas and Wilsonville, Oregon, the agency provides CRM consulting and SI.
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Wilsonville, OR

Palmero St
Wilsonville, OR 97070
1

5127654559

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Automated Dreams

Not yet reviewed

$5,000+

$100 - $149 / hr

10 - 49

Portland, OR

Services provided

20% CRM Consulting and SI

20% Business Consulting

15% Custom Software Development +5 services

10% API Development

10% IT Strategy Consulting

10% Other IT Consulting and SI

10% Web Design

5% E-Commerce Development

Launched in 2017, Automated Dreams, a small software development company, is located in Portland, Oregon. Their services include Custom Software Development and CRM consulting and SI.
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Foglight Solutions

Not yet reviewed

Undisclosed

Undisclosed

2 - 9

Portland, OR

Services provided

100% CRM Consulting and SI

Established in 2017, Foglight Solutions is a CRM consulting and SI company. The team focuses on CRM consulting and SI.
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Point Echo Solutions

Not yet reviewed

Undisclosed

Undisclosed

10 - 49

Clackamas, OR

Services provided

50% CRM Consulting and SI

50% Business Consulting

Founded in 2017, Point Echo Solutions is a CRM consulting and SI and Business Consulting company. Based in Clackamas, Oregon, the team specializes in CRM consulting and SI and Business Consulting.
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American Chase

Not yet reviewed

Undisclosed

$25 - $49 / hr

50 - 249

Portland, OR

Services provided

20% CRM Consulting and SI

20% Custom Software Development

20% ERP Consulting and SI +2 services

20% IT Staff Augmentation

20% Microservices Architecture Services

American Chase is a midsize CRM consulting and SI company. They offer CRM consulting and SI and ERP consulting and SI and were founded in 2016.
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Portland, OR

3055 NW Yeon Ave #530 Portland, OR 97210 USA
Portland, OR 97210
76 - 100

+16468289190

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South Ventures

Not yet reviewed

$1,000+

$150 - $199 / hr

2 - 9

Portland, OR

Services provided

15% CRM Consulting and SI

25% Business Consulting

25% Web Design +3 services

15% Digital Strategy

10% Marketing Strategy

10% Search Engine Optimization

South Ventures is a Portland, Oregon-based Business Consulting company. They focus on Business Consulting and Web Design and were launched in 2016.
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Maramba Consulting

Not yet reviewed

$10,000+

Undisclosed

2 - 9

Lake Oswego, OR

Services provided

15% CRM Consulting and SI

50% Business Consulting

15% Sales Outsourcing +2 services

10% Back Office Outsourcing

10% Low/No Code Development

Business Consulting company Maramba Consulting is in Lake Oswego, Oregon. They provide Business Consulting and CRM consulting and SI and were launched in 2017.
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Flyrise

Not yet reviewed

$5,000+

Undisclosed

2 - 9

Portland, OR

Services provided

10% CRM Consulting and SI

10% Branding

10% Content Marketing +7 services

10% Email Marketing

10% Logo

10% Marketing Strategy

10% Pay Per Click

10% Search Engine Optimization

10% Social Media Marketing

10% Web Design

Flyrise is a branding firm. Based in Portland, Oregon, their small team provides Branding and Marketing Strategy. The firm was established in 2015.
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Zuri Group

Not yet reviewed

Undisclosed

Undisclosed

50 - 249

Bend, OR

Services provided

20% CRM Consulting and SI

20% BI & Big Data Consulting & SI

20% Business Consulting +2 services

20% UX/UI Design

20% Web Design

Zuri Group is a midsize web design company headquartered in Bend, Oregon. The team provides Web Design and UX/UI Design.
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Idealist Consulting

Not yet reviewed

Undisclosed

Undisclosed

10 - 49

Portland, OR

Services provided

20% CRM Consulting and SI

20% Business Consulting

20% IT Strategy Consulting +2 services

20% Marketing Strategy

20% Mobile App Development

Idealist Consulting, a Marketing Strategy company, was founded in 2000. The team offers Marketing Strategy and IT strategy consulting and is based in Portland, Oregon.
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Freeflow Digital

Not yet reviewed

Undisclosed

Undisclosed

10 - 49

Eugene, OR

Services provided

20% CRM Consulting and SI

20% Digital Strategy

20% Search Engine Optimization +2 services

20% Web Design

20% Web Development

Launched in 2006, Freeflow Digital is a CRM consulting and SI company. The team offers CRM consulting and SI and Digital Strategy.
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7am Consulting

Not yet reviewed

Undisclosed

Undisclosed

2 - 9

Oregon City, OR

Services provided

80% CRM Consulting and SI

20% Business Consulting

7am Consulting, a CRM consulting and SI company, offer CRM consulting and SI and Business Consulting. They were established in 2013.
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Mustang MarTech

Not yet reviewed

Undisclosed

Undisclosed

2 - 9

Tualatin, OR

Services provided

75% CRM Consulting and SI

25% Business Consulting

Small CRM consulting and SI company Mustang MarTech, is in Tualatin, Oregon. The team offers CRM consulting and SI and Business Consulting.
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OMBU

Not yet reviewed

$5,000+

$100 - $149 / hr

10 - 49

Portland, OR

Services provided

15% CRM Consulting and SI

40% Web Development

15% Cloud Consulting & SI +2 services

15% Digital Strategy

15% Web Design

OMBU is a web development company. Their small team is located in Portland, Oregon. Their team offers Web Development and cloud consulting & SI.
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Ceruleo Consulting

Not yet reviewed

Undisclosed

Undisclosed

2 - 9

Portland, OR

Services provided

50% CRM Consulting and SI

25% Business Consulting

25% Marketing Strategy

Ceruleo Consulting is a CRM consulting and SI company. Their small team is based in Portland, Oregon and provides CRM consulting and SI and Marketing Strategy. The firm was launched in 2022.
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Wolfic

Not yet reviewed

Undisclosed

Undisclosed

2 - 9

Portland, OR

Services provided

40% CRM Consulting and SI

20% Business Consulting

20% Cloud Consulting & SI +1 service

20% IT Staff Augmentation

Wolfic is a small CRM consulting and SI company in Portland, Oregon. Their services include CRM consulting and SI and cloud consulting & SI.
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i7 Marketing

Not yet reviewed

Undisclosed

Undisclosed

10 - 49

Rogue River, OR

Services provided

10% CRM Consulting and SI

20% Custom Software Development

20% Search Engine Optimization +5 services

10% Email Marketing

10% Graphic Design

10% Mobile & App Marketing

10% Pay Per Click

10% Social Media Marketing

I7 Marketing is a SEO agency located in Rogue River, Oregon. They focus on Search Engine Optimization and Custom Software Development and were established in 2012.
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Predator Software Inc.

Not yet reviewed

Undisclosed

Undisclosed

10 - 49

Beaverton, OR

Services provided

10% CRM Consulting and SI

20% BI & Big Data Consulting & SI

20% Corporate Training & Coaching +4 services

20% Custom Software Development

10% Application Testing

10% ERP Consulting and SI

10% Market Research

Headquartered in Beaverton, Oregon, Predator Software Inc. Is a data analytics company. The team offers BI & big data consulting & SI and Custom Software Development.
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Convertiv

4.9 17 reviews

$25,000+

$100 - $149 / hr

10 - 49

Portland, OR

Services provided

10% CRM Consulting and SI

30% Digital Strategy

20% Web Design +3 services

20% Web Development

10% Advertising

10% Search Engine Optimization

Convertiv is a versatile digital marketing agency offering services in web development, SEO, and paid advertising. The company is praised for its excellent project management and responsiveness, with 100% of reviewers highlighting their effective communication and commitment to timelines. Clients appreciate Convertiv's ability to act as a strategic partner, often feeling like an extension of their own teams.

See all 17 projects
Reviews mention Understands their clients' needs
The feedback regarding Convertiv's understanding of client needs is overwhelmingly positive. Clients commend their ability to grasp complex project requirements, as noted by one reviewer who highlighted Convertiv's thorough analysis and recommendations for technical SEO improvements. Another client praised their flexibility and investment in the project, stating that Convertiv's team felt like valued partners. Overall, the sentiment reflects a strong appreciation for Convertiv's attentive and responsive approach to client needs.

Web Redesign for Real Estate Solutions Provider

5.0 Feb 23, 2022

What I love and respect most about the Convertiv team is that they are just as excited and invested in your project as you are. They'll offer support and guidance when things get difficult. And they're also humans who understand that life gets in the way and sometimes even the best-laid plans get derailed, and that flexibility and understanding are key to a good partnership.
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Web Development for Cybersecurity Technology Provider

4.5 Sep 23, 2019

Via single project manager, who arranged online calls with relevant team members and followed up using various tools (email, jira features/bug tracking) Pretty effective in understanding the needs and clearly communicating. They understood the technical needs and what best practice looks like.
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SEO & Content Development for Software Company

5.0 May 28, 2019

They're very good at understanding the businesses they work with. They provide recommendations and offer good contacts for things they don't do. I'm content with how they've helped us so far.
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Industry Experience

Convertiv has demonstrated expertise primarily in the Software, IT Services, and Real Estate industries, providing services ranging from website development to digital marketing. Positive feedback highlights their effective project management, responsiveness, and the ability to enhance online visibility and conversion rates. Clients across these sectors have noted significant improvements in brand awareness, lead generation, and user engagement, indicating a strong alignment with businesses seeking to modernize their digital presence.
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Select Industry to see insights

Software IT Services Real estate Manufacturing Information technology

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Average Project Cost Breakdown

$200,000 to $999,999 (6) $50,000 to $199,999 (5) $10,000 to $49,000 (1) $1,000,000 to $9,999,999 (1)

What Clients Have Said
Client feedback on Convertiv indicates a strong sentiment towards their value for money, with multiple reviews highlighting their competitive pricing relative to the quality of service provided. One client noted, 'good value for cost' while another emphasized that their investment was justified by a significant increase in leads and engagement. Overall, clients appreciate Convertiv's effective project management and the delivery of results within budget, reinforcing their perception of Convertiv as a wise financial choice for digital marketing needs.
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View projects from:

United States (14) England (2) Sweden (1)

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VISCAP Consultancy Services

Not yet reviewed

Undisclosed

Undisclosed

50 - 249

Beaverton, OR

Services provided

20% CRM Consulting and SI

20% Business Consulting

20% ERP Consulting and SI +2 services

20% IT Managed Services

20% IT Strategy Consulting

Midsize IT strategy consulting company VISCAP Consultancy Services, is based in Beaverton, Oregon. Their services include IT strategy consulting and CRM consulting and SI.
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Versa Cloud ERP

Not yet reviewed

Undisclosed

Undisclosed

10 - 49

Portland, OR

Services provided

20% CRM Consulting and SI

80% ERP Consulting and SI

Versa Cloud ERP is an ERP consulting and SI company established in 2008. The agency specializes in ERP consulting and SI and CRM consulting and SI.
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The Viable Source

Not yet reviewed

Undisclosed

Undisclosed

2 - 9

Hillsboro, OR

Services provided

10% CRM Consulting and SI

20% Pay Per Click

20% Search Engine Optimization +5 services

10% Content Marketing

10% Graphic Design

10% Social Media Marketing

10% UX/UI Design

10% Web Design

The Viable Source is a SEO agency. The Hillsboro, Oregon-based team provides Search Engine Optimization and Pay Per Click.
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Merkle

Not yet reviewed

$5,000+

$150 - $199 / hr

1,000 - 9,999

Bend, OR

Services provided

25% CRM Consulting and SI

25% Digital Strategy

15% Email Marketing +3 services

15% Social Media Marketing

10% Content Marketing

10% Public Relations

Founded in 1971, Merkle is a large CRM consulting and SI company. Their team focuses on CRM consulting and SI and Digital Strategy.
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Bend, OR

775 SW Bonnett Way Suite 210
Bend, OR 97702
16 - 20

434.970.1010

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Why Trust Clutch

At Clutch, we believe trust is the foundation of every business relationship. Our mission is to help buyers make confident, data-backed decisions informed by real client experiences.

Every review on Clutch undergoes a rigorous, human-led verification process to make sure it’s valid. Our team of specialists confirms the identity of each reviewer, ensures the project is legitimate, and only publishes reviews that meet our strict criteria.

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We evaluate service providers using a structured methodology that combines:

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Market presence
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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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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 Everpeak

2 Cascade Web Development

3 Good & Gold Marketing

4 BS&Co.

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 4 Oregon CRM Companies

Everpeak

$5,000+

$100 - $149 / hr

10 - 49

Portland, OR

Ability to deliver

21.5/40.0

16.4/20 Reviews

0/10 Clients & Experience

5.2/10 Market Presence

Service focus

60% CRM Consulting and SI

40% Other

View Profile Visit Website
Cascade Web Development

$5,000+

$150 - $199 / hr

2 - 9

West Linn, OR

Ability to deliver

32.5/40.0

16.8/20 Reviews

9.4/10 Clients & Experience

6.2/10 Market Presence

Service focus

10% CRM Consulting and SI

90% Other

View Profile Visit Website
Good & Gold Marketing

$1,000+

$150 - $199 / hr

10 - 49

Portland, OR

Ability to deliver

29.7/40.0

16.2/20 Reviews

8.6/10 Clients & Experience

4.9/10 Market Presence

Service focus

10% CRM Consulting and SI

90% Other

View Profile Visit Website
BS&Co.

$5,000+

$100 - $149 / hr

2 - 9

Portland, OR

Ability to deliver

27.3/40.0

16.6/20 Reviews

5.8/10 Clients & Experience

4.9/10 Market Presence

Service focus

10% CRM Consulting and SI

90% Other

View Profile Visit Website
Ariston Bell LLC

Undisclosed

Undisclosed

2 - 9

Wilsonville, OR

Ability to deliver

4/40.0

0/20 Reviews

0/10 Clients & Experience

4/10 Market Presence

Service focus

90% CRM Consulting and SI

10% Other

View Profile Visit Website
Automated Dreams

$5,000+

$100 - $149 / hr

10 - 49

Portland, OR

Ability to deliver

10.5/40.0

0/20 Reviews

5.2/10 Clients & Experience

5.3/10 Market Presence

Service focus

20% CRM Consulting and SI

80% Other

View Profile Visit Website
Foglight Solutions

Undisclosed

Undisclosed

2 - 9

Portland, OR

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
Point Echo Solutions

Undisclosed

Undisclosed

10 - 49

Clackamas, OR

Ability to deliver

0/40.0

0/20 Reviews

0/10 Clients & Experience

0/10 Market Presence

Service focus

50% CRM Consulting and SI

50% Other

View Profile Visit Website
American Chase

Undisclosed

$25 - $49 / hr

50 - 249

Portland, OR

Ability to deliver

4.9/40.0

0/20 Reviews

0/10 Clients & Experience

4.9/10 Market Presence

Service focus

20% CRM Consulting and SI

80% Other

View Profile Visit Website
South Ventures

$1,000+

$150 - $199 / hr

2 - 9

Portland, OR

Ability to deliver

7.3/40.0

0/20 Reviews

2/10 Clients & Experience

5.3/10 Market Presence

Service focus

15% CRM Consulting and SI

85% Other

View Profile Visit Website
Maramba Consulting

$10,000+

Undisclosed

2 - 9

Lake Oswego, OR

Ability to deliver

6.7/40.0

0/20 Reviews

1.8/10 Clients & Experience

4.9/10 Market Presence

Service focus

15% CRM Consulting and SI

85% Other

View Profile Visit Website
Flyrise

$5,000+

Undisclosed

2 - 9

Portland, OR

Ability to deliver

5.2/40.0

0/20 Reviews

0/10 Clients & Experience

5.2/10 Market Presence

Service focus

10% CRM Consulting and SI

90% Other

View Profile Visit Website
Zuri Group

Undisclosed

Undisclosed

50 - 249

Bend, OR

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
Idealist Consulting

Undisclosed

Undisclosed

10 - 49

Portland, OR

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
Freeflow Digital

Undisclosed

Undisclosed

10 - 49

Eugene, OR

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
7am Consulting

Undisclosed

Undisclosed

2 - 9

Oregon City, OR

Ability to deliver

0/40.0

0/20 Reviews

0/10 Clients & Experience

0/10 Market Presence

Service focus

80% CRM Consulting and SI

20% Other

View Profile Visit Website
Mustang MarTech

Undisclosed

Undisclosed

2 - 9

Tualatin, OR

Ability to deliver

0/40.0

0/20 Reviews

0/10 Clients & Experience

0/10 Market Presence

Service focus

75% CRM Consulting and SI

25% Other

View Profile Visit Website
OMBU

$5,000+

$100 - $149 / hr

10 - 49

Portland, OR

Ability to deliver

0/40.0

0/20 Reviews

0/10 Clients & Experience

0/10 Market Presence

Service focus

15% CRM Consulting and SI

85% Other

View Profile Visit Website
Ceruleo Consulting

Undisclosed

Undisclosed

2 - 9

Portland, OR

Ability to deliver

0/40.0

0/20 Reviews

0/10 Clients & Experience

0/10 Market Presence

Service focus

50% CRM Consulting and SI

50% Other

View Profile Visit Website

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Why Trust Clutch

List of the Top 4 Oregon CRM Companies

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