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Top CRM Consultants in Oregon

Ratings Updated: March 20, 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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Set2Close

5.0 88 reviews
Premier Verified

$5,000+

$200 - $300 / hr

10 - 49

Serves Oregon

Services provided

80% CRM Consulting and SI

20% Business Consulting

Set2Close is a CRM Consultancy specializing in CRM Implementation and Customer Relationship Management Integration. The company consistently receives high praise for its tailored solutions, with 100% of reviewers highlighting their expertise and responsiveness. Many clients (over 70%) commend the personalized support and seamless project management that enhances operational efficiency and business growth.

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22 of 22 reviews are 5 stars

21 new reviews for CRM Consulting and SI services

Less than $10,000 avg. project cost

Reviewed 22 times in the past 6 months
In the last six months, Set2Close has received overwhelmingly positive feedback from clients. They have been praised for their effective HubSpot onboarding, personalized training, and seamless project management. Clients noted their responsiveness and ability to simplify complex processes. For instance, one client highlighted the team’s innovative RevOps ideas and fun working atmosphere. Overall, Set2Close is highly recommended for organizations seeking tailored CRM solutions and strategic guidance.
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66 of 71 CRM Consulting and SI reviews are 5 stars

21 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 Onboarding Services for SaaS Platform
5.0 — Set 2 Close provided HubSpot onboarding services for a SaaS platform. The team was responsible for setting up the tool, providing training and troubleshooting, and offering video support. Read more
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Industry Experience

Set2Close has demonstrated strong expertise across various industries, including Manufacturing, Information Technology, Financial Services, and Education. Clients consistently commend the team's effective HubSpot training, CRM implementation, and sales process optimization. Overall sentiment is overwhelmingly positive, with notable strengths in customer engagement, responsiveness, and tailored solutions. Companies in fast-paced environments, such as manufacturing and IT, particularly benefit from their innovative approaches and seamless integration of systems.
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Restaurants Wellness & Fitness Consulting Insurance Consumer Products Retail Non-profit Arts, entertainment & music Education Agriculture Real estate Business services Advertising & marketing Financial services Construction Transportation Software IT Services Other Industry Healthcare Human Resources Medical Supply Chain, Logistics, and Transport Manufacturing Information technology

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More responsive than most other service providers

Set2Close is responsive
They are a great candidate to start a conversation with. Send them a short message or project inquiry.
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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 Great project management
Clients consistently praised CloudMasonry's exceptional project management, noting their ability to deliver on time and respond effectively to needs. One client highlighted their flexibility and proactive communication, stating, 'They not only responded to our needs, they helped us understand our needs!' Another review emphasized their professionalism, with feedback indicating that CloudMasonry exceeded expectations, ensuring smooth implementation and maintaining clear communication throughout the project.

Email Marketing for Educational Institution

5.0 Dec 28, 2023

Exceptional project management and communication. They were responsive and knowledgeable about use of Salesforce/Pardot technology to suit our needs.
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Salesforce Consulting for Cannabis Marketplace Platform

5.0 Feb 26, 2020

They’re fantastic. I can’t say enough nice things about them. From a professional and creative perspective, Hunter stands out. He has over seven years of experience with Salesforce, and as someone with none, he was an amazing resource to me. This is the first time I’ve been through this type of build-out, but I would say that their team is full of effective communicators. It’s a massive undertaking to build out a Salesforce system for businesses. Their team was also great at listening to our feedback and implementing it incredibly quickly. The team at CloudMasonry is full of active workers. Each week, we met to test and discuss the feedback, and then within the next week, they made the changes.
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Communications Strategy for University

5.0 Nov 21, 2024

The CloudMasonry team was fantastic to work with! They not only responded to our needs, they helped us understand our needs! They worked with us to develop this project from a vague concept to a detailed plan & implementation. They kept us on schedule and work flexible when we encountered delays.
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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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United States (13) France (1) England (1)

This provider is fluent in 2 languages:

English

Spanish

This provider is available in 8 time zones:

Greenwich Mean Time (GMT)

Hawaii Standard Time (HST)

Alaska Standard Time (AKST)

Central Standard Time (CST)

Eastern Standard Time (EST)

Pacific Standard Time (PST)

Phoenix Standard Time (PNT)

Mountain Standard Time (MST)

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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 specializing in building custom websites tailored to the unique needs of their clients. Across their reviews, they consistently receive high praise for their strategic approach, technical expertise, and client-oriented service, with 100% of the feedback being positive. Clients frequently commend Cascade for their excellent communication, timely delivery, and ability to effectively translate broad ideas into distinctive, functional solutions.

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Reviews mention High-quality work
Clients consistently commend Cascade Web Development for delivering high-quality work, noting their exceptional responsiveness and ability to meet project milestones ahead of schedule. One client highlighted their unique blend of creativity and technical expertise, which resulted in tailored solutions. Feedback emphasized the team's proactive approach, clear communication, and commitment to excellence, ultimately exceeding client expectations and instilling confidence in the final product.

Multiple Web Dev Projects for Entrepreneur

5.0 Jul 10, 2018

Cascade has really helped us create a competitive advantage there. I brought them in on an environmental services company I was helping and they upgraded them out of a WordPress site. That company went from earning $3 million a year in revenue to $12 million. I would attribute a lot of that to my identity transformation and Cascade’s web platform.
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Website Update for Family Law & Estate Planning Firm

5.0 Feb 4, 2026

Cascade Web was outstanding to work with from start to finish. Their team consistently delivered every project milestone on time—often ahead of schedule—while maintaining exceptional quality throughout. Cascade was most impressive for the way they combined creativity, technical expertise, and genuine client care into every step of the project. What truly set them apart was their ability to take broad ideas and translate them into polished, functional solutions that felt uniquely tailored—not cookie‑cutter or templated. Beyond the quality of their work, the experience itself felt elevated: clear communication, thoughtful guidance, and a strong commitment to making sure every detail met the highest standard.
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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 for their professionalism, responsiveness, and project management. Clients praised their ability to deliver high-quality work on time and often ahead of schedule. Notable outcomes include a 13% increase in application completions and the successful launch of tailored websites. Clients highlighted their nimbleness and proactive approach to problem-solving, while expressing satisfaction with the collaborative experience, indicating that Cascade consistently meets and exceeds expectations.
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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 Great project management
Clients have consistently praised Everpeak for their exceptional project management capabilities. One client noted their responsiveness and ability to accommodate schedules, particularly during busy periods, ensuring seamless project execution. The attention to detail and timeliness in delivering project milestones were highlighted as impressive. Overall, feedback reflects a strong sentiment of satisfaction, emphasizing Everpeak's professionalism and effective communication, contributing to successful project outcomes.

CRM Consulting & SI for HR Consulting Company

5.0 Sep 25, 2024

Everpeak Consulting demonstrated excellent project management throughout our engagements. They were highly responsive, ensuring that we stayed on track with our project items while also accommodating our busy schedules, particularly during our hectic conference timeframe. Their ability to work with our timeline and effectively manage deadlines made the entire process seamless. 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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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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Average Project Cost Breakdown

Less than $10,000 (2) $10,000 to $49,000 (2) $50,000 to $199,999 (1)

What Clients Have Said
Clients consistently highlight Everpeak's strong value for money, with several noting that their pricing fits within budgetary constraints. One client emphasized that Everpeak's ability to match talent with project needs and deliver high-quality results was particularly impressive. Another remarked on the company's excellent project management, timely deliveries, and responsiveness, further underscoring the perceived value. Overall, sentiment is positive, with many expressing satisfaction with the outcomes relative to the costs incurred.
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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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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 Klaviyo, including strategy, content, and campaign management. The majority of reviews highlight their innovative approach and reliable project management, with a significant 5x ROI reported. All reviews are positive, noting no areas for improvement.

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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
Recent client feedback for BS&Co. highlights their effective management of email marketing programs, resulting in a notable 5x ROI. Clients appreciate their strategic, innovative approach and timely project delivery, with one client emphasizing their impressive outside-the-box thinking. Overall sentiment is highly positive, with no noted areas for improvement, indicating that BS&Co. is well-regarded for their expertise and reliability in 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.

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Reviews mention High-quality work
The overall sentiment regarding Convertiv's high-quality work is exceptionally positive. Clients consistently commend their reliability, excellent project management, and impressive results. For instance, one client noted that Convertiv 'delivered on time - without any quibbles,' while another highlighted their ability to transform a 90-year-old company into a modern brand. Clients also appreciated their thorough understanding of client needs and their disciplined approach to project execution, ensuring high-quality outcomes that exceed expectations.

Web Dev & Digital Marketing for Switch Manufacturing Co

5.0 Nov 11, 2019

Through their hard work, they've been able to make an old school manufacturing company into a cool modern brand that is seen as innovators and thought leaders in the industry. Their expert advice helps their clients spend wisely and reduce waste in marketing spend. When you have an opportunity to grow your business and work with a company like Convertiv, you need to grab it.
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Web Development for Cybersecurity Technology Provider

4.5 Sep 23, 2019

Good quality design and creative thinking. They understood the technical needs and what best practice looks like. Delivered on time - without any quibbles!
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Web Development for Customer Network Solution

5.0 Dec 21, 2018

The overall structure and flow are smoother for users, which is a testament to the work Convertiv did for us. You should trust their expertise—they know what to do and will deliver a high-quality product.
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Conversion Rate Optimization for Business Automation Platform

5.0 Jun 29, 2018

Convertiv has really helped us to achieve our goal of having an improved conversion rate. They take a disciplined approach at identifying and prioritizing opportunities, and they focus on what really matters.
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Web Dev for a Startup

5.0 Jun 15, 2018

Our board of directors are incredibly happy with the work that was done to improve the company’s public visibility and brand identity. Conrtiv’s dedication to their customers is a remarkable attribute. The projects they take on and the roadmaps that they’ve helped put in place for our organization are unlike that of any other agency I’ve worked with before.
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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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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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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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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.

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Market presence
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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

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Cascade Web Development

$5,000+

$150 - $199 / hr

2 - 9

West Linn, OR

Ability to deliver

32.9/40.0

17.2/20 Reviews

9.4/10 Clients & Experience

6.2/10 Market Presence

Service focus

10% CRM Consulting and SI

90% Other

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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

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BS&Co.

$5,000+

$100 - $149 / hr

2 - 9

Portland, OR

Ability to deliver

27.7/40.0

17/20 Reviews

5.8/10 Clients & Experience

4.9/10 Market Presence

Service focus

10% CRM Consulting and SI

90% Other

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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

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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

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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

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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

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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

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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

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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

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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

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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

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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

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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

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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

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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

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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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List of the Top 4 Oregon CRM Companies

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