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Top CRM Consultants in Oregon

Ratings Updated: June 12, 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 97 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 and integration services, with a focus on HubSpot. They are highly recommended for their exceptional hands-on support and tailored solutions, as 100% of reviews commend their knowledge, flexibility, and communication. Their customer-centric approach consistently exceeds expectations, providing measurable improvements in CRM efficiency and effectiveness.

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Reviews mention Knowledgeable
Clients consistently express a high level of satisfaction with Set2Close's expertise, particularly in HubSpot implementation. One client noted their 'depth of HubSpot knowledge' and effective communication, stating, 'they came prepared, understood our needs quickly.' Another highlighted the team's 'friendly, fast, knowledgeable' service. Overall, the sentiment reflects confidence in Set2Close's capabilities, with multiple reviews emphasizing their thorough onboarding and training, which fostered a smooth transition for clients.

Migration Services for Real Estate Company

4.5 Jun 20, 2024

They were knowledgeable in Hubspot, understood the project's scope and needs, and helped us attain our objectives.
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Pipeline, Lead Gen & Business Consulting for Consulting Co

5.0 Apr 11, 2024

We found our consultant knowledgeable and well-versed in the topics he was speaking to.
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CRM Consulting & SI for Software Co

5.0 Jan 20, 2025

HubSpot can be a daunting system due to its feature richness and having such finely tuned settings that can be applied to almost anything you are doing. Even for a technically savvy individual, it is a laborious task to get your bearings and move through the steps. Set 2 Close made this process infinitely easier and served as a guiding point to avoid getting lost in the process. Matt displayed extensive technical knowledge of HubSpot and would easily outmatch 20 Fiverr or UpWork hires for any business thinking they could optimize this with discounted ‘talent.’
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CRM Consulting & SI for Design-Build Company

5.0 Feb 11, 2025

Set 2 Close demonstrated knowledgeable expertise throughout the project. They provided key pointers and prompt responses to questions, ensuring that all needs were addressed efficiently.
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HubSpot Migration for Camping Trailer Company

5.0 Feb 12, 2025

They were knowledgeable, thorough, and organized, demonstrated an excellent ability to understand our specific company needs and helped to train and educate us on Hubspot functionality in a friendly and accessible manner.
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17 of 17 reviews are 5 stars

17 new reviews for CRM Consulting and SI services

Less than $10,000 avg. project cost

Reviewed 17 times in the past 6 months
In the past six months, Set2Close received overwhelmingly positive feedback from clients, highlighting their deep knowledge of HubSpot and personalized approach. Clients praised the team for their flexibility, responsiveness, and ability to simplify complex processes. Notable mentions include a successful HubSpot rollout with no operational disruptions and tailored training that empowered teams. Overall, clients expressed high satisfaction, recommending Set2Close for their exceptional support and value for cost.
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73 of 78 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 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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United States (68) Canada (19) Bulgaria (1)

This provider is fluent in 2 languages:

English

French

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Peeklogic, LLC

5.0 102 reviews
Premier Verified

$1,000+

$25 - $49 / hr

50 - 249

Serves Oregon

Services provided

70% CRM Consulting and SI

10% AI Development

10% API Development +1 service

10% IT Staff Augmentation

Peeklogic, LLC is a CRM Consulting firm specializing in CRM Implementation, CRM Integration, and CRM Systems Integration services. Clients commend their project management, responsiveness, and ability to deliver consistent, high-quality solutions on time. A notable 100% of reviews highlight their effective communication and adaptability to evolving requirements. Overall, Peeklogic, LLC receives positive feedback for improving operational efficiency and customer engagement through tailored Salesforce solutions.

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Reviews mention Knowledgeable
Client feedback consistently highlights Peeklogic, LLC's exceptional knowledge and expertise in Salesforce. One client noted their 'exceptionally knowledgeable' team, which enabled them to execute complex requirements efficiently. Another client emphasized their impressive knowledge, stating, 'they always found an elegant solution to complex problems.' Overall, the sentiment is overwhelmingly positive, with clients praising Peeklogic's ability to understand and address their needs, making them a valuable partner.

CRM Consulting for Sterilization & Disinfection Solutions Co

5.0 Mar 19, 2024

I found the customer support most impressive. The team was very knowledgeable and able to jump in quickly to address any requests.
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Salesforce Implementation for Software Consulting Firm

5.0 Jan 31, 2024

We're impressed with their breadth of knowledge and experience when it comes to Salesforce. Anytime a question came up they always found an elegant solution to complex problems.
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Salesforce Reports Delivery for Testing Company

5.0 Jan 26, 2024

Nazar has been such a pleasure to work with. He is very knowledgeable. In the few cases when he needed to bring in someone else in at Peeklogic he was able to quickly coordinate with them and get back to me.
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Salesforce & Jira Connection Dev for Language Healthcare Co

5.0 Dec 19, 2023

Highly responsive and knowledgeable about their product. Quick turnaround on requests - sometimes same day.
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Salesforce Dev Services for Mobile Healthcare Group

5.0 Oct 23, 2023

Their developers are efficient and knowledgeable problem-solvers, very responsive to feedback, and provide quick turnaround on urgent requests. Highly recommended.
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19 of 20 reviews are 5 stars

15 new reviews for CRM Consulting and SI services

$10,000 – $49,000 avg. project cost

Reviewed 20 times in the past 6 months
In the last six months, client feedback for Peeklogic, LLC has been overwhelmingly positive, highlighting their strong project management and responsiveness. Clients have praised their ability to deliver on time and adapt to evolving requirements. Notable comments include improved operational efficiency and successful Salesforce integrations, with one client stating, 'Peeklogic's responsiveness and ability to bring our vision to fruition are impressive.' Overall, clients expressed high satisfaction, with many indicating no areas for improvement.
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Industry Experience

Peeklogic, LLC has demonstrated expertise across various sectors including Financial Services, Information Technology, Medical, Consumer Products, Manufacturing, and Legal, receiving positive feedback for their project management and responsiveness. In Financial Services, they excel in CRM implementations and integrations, enhancing operational efficiency. The IT sector praises their ability to seamlessly integrate Salesforce with other systems, such as Jira. Overall, clients commend Peeklogic for their collaborative approach, skilled team, and ability to deliver tailored solutions that meet specific industry needs.
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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 Information technology Other industries Non-profit Consulting Healthcare Financial services Legal Construction Hospitality & leisure Medical Consumer products & services

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$8,000 Teams needing ongoing admin support $10,000 Organizations needing regular development work $12,000 Organizations using multiple Salesforce Clouds

Dedicated Salesforce Team (Admin/Developer)
Get a dedicated Salesforce team to continuously manage, develop, and optimize your Salesforce environment. Peeklogic provides experienced Salesforce administrators and developers who work as an extension of your team
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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 team
The feedback regarding CloudMasonry highlights a great team characterized by excellent communication and responsiveness. Clients noted that the team effectively transformed their vision into reality and provided clear explanations, making the process accessible to non-IT personnel. One client specifically praised the promptness of email responses and the thorough follow-through on tasks, indicating a strong project management style. Overall, the sentiment is overwhelmingly positive, emphasizing the team's professionalism and capability.

Salesforce Implementation for Nonprofit Organization

5.0 Dec 13, 2022

The team at CloudMasonry was excellent to work with. Emails were answered promptly and they followed through on all tasks. The ability of the staff to take the vision I had for our program and execute it was impressive.
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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 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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2 of 2 reviews are 5 stars

$10,000 – $49,000 avg. project cost

Reviewed 2 times in the past 6 months
Recent client feedback for Cascade Web Development highlights their exceptional project management, timely delivery, and strong communication. One client noted a 13% increase in application completions due to a newly designed website, praising Cascade's nimbleness and strategic counsel. Another client emphasized their creativity and technical expertise, stating that every project milestone was met ahead of schedule. Overall, sentiment is overwhelmingly positive, with no significant areas for improvement identified.
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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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Portland, Oregon (6) Beaverton, Oregon (1) Dayton, Oregon (1)

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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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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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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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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 Trustworthy
Clients consistently describe Computan as a highly trustworthy partner. They appreciate the team's honesty regarding project timelines and costs, as highlighted by one client who noted, 'They’re always really accurate in their project cost estimates and honest with the time they spend on each project.' Another client emphasized their reliability, stating, 'They met their due dates almost every single time.' Overall, Computan is regarded as a dependable extension of clients' teams, effectively managing expectations and delivering quality results.

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. Word-of-mouth allowed us to trust Computan, and it ended up working out.
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Web Development for Online Education Company

4.5 May 11, 2021

Overall, they’re very easy to work with, and they’re flexible when it comes to changing our development, expectations, or what they’re working on. Also, they’re always really accurate in their project cost estimates and honest with the time they spend on each project. In that way, they’re very trustworthy.
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Marketing Collateral for Data Center Provider

5.0 Sep 14, 2018

Computan acts as an extension of the team, going beyond the typical expectations of a third-party vendor. They produce high-quality deliverables, respond to us quickly—usually within an hour—and work with integrity. It's not common to trust a vendor as wholeheartedly as I do with Computan. They are a trustworthy extension to any team and ensure that all parties are working equally as hard to complete the project.
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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
Recent feedback for BS&Co. reflects a highly positive sentiment, highlighting their effective management of email marketing programs. One client noted a significant 5x ROI from their automated flows and campaigns, praising BS&Co.'s innovative approach and timely delivery. The client emphasized the comprehensive support provided, from strategy to technical setups, and reported no areas for improvement. Overall, BS&Co. is recognized for their expertise and impactful contributions to clients' 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 Helpful
Clients expressed high satisfaction with Convertiv's responsiveness and helpfulness throughout the project. One client highlighted the team's willingness to address questions and provide clear explanations, noting, 'I always felt that I was getting an honest answer with straightforward recommendations.' Additionally, their effective communication and project management were praised, with clients appreciating the clear timelines and consistent support. Overall, the sentiment regarding helpfulness was overwhelmingly positive, reinforcing Convertiv's reputation as a reliable partner.

Website Dev & Consolidation for Predictive Intelligence Co

5.0 Mar 20, 2023

Convertiv was always very straightforward and honest with us, and provided us with clear timelines for various projects and tasks. I felt that they were very responsive to our needs and to our questions, and it was easy to remain in contact with them either by email, scheduled and ad hoc virtual meetings, Jira trackers, and even texting them as needed. Someone was always around to help us out and I always felt that I was getting an honest answer with straightforward recommendations on how to best move forward.
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Industry Experience

Convertiv demonstrates significant expertise across various industries, including IT, real estate, healthcare, and manufacturing. Feedback highlights their strengths in project management, effective communication, and delivering impactful digital solutions, notably in website development and optimization. Clients commend their responsiveness and ability to adapt to project needs, resulting in increased conversions and improved brand positioning. Overall sentiment across industries is overwhelmingly positive, with potential clients in IT, real estate, and digital marketing likely to find a strong match with Convertiv.
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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
Clients consistently highlight Convertiv's excellent value for money, noting that their pricing aligns well with the quality of service provided. One client mentioned they chose Convertiv due to its 'good value for cost,' while another remarked on their ability to deliver projects 'on time and on budget.' Overall sentiment reflects satisfaction with the balance of cost and quality, with clients emphasizing that the investment yields substantial returns in lead generation and project outcomes.
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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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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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Focus

Proven

Market Leaders

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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

32.5/40.0

16.8/20 Reviews

9.4/10 Clients & Experience

6.2/10 Market Presence

Service focus

10% CRM Consulting and SI

90% Other

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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

27.3/40.0

16.6/20 Reviews

5.8/10 Clients & Experience

4.9/10 Market Presence

Service focus

10% CRM Consulting and SI

90% Other

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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

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

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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

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List of the Top 4 Oregon CRM Companies

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