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Top CRM Consultants in Oregon

Ratings Updated: August 21, 2026

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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

5.0 102 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, Integration, and Customer Relationship Management Consulting. They receive consistently positive feedback, with 100% of reviews highlighting their expertise in HubSpot, exceptional project management, and personalized support. Clients particularly appreciate their organized approach and ability to tailor solutions to specific business needs, as noted in 80% of the reviews.

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77 of 82 CRM Consulting and SI reviews are 5 stars

17 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 advertising, healthcare, information technology, and education. Clients consistently praise their comprehensive HubSpot onboarding, CRM customization, and training, which have led to improved operational efficiency and enhanced marketing capabilities. Sentiment remains highly positive, particularly in healthcare and IT sectors, where their tailored solutions effectively drive business growth. Prospective clients in these industries can expect strong support and a proactive approach to achieving their project goals.
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Media Consulting Restaurants Wellness & Fitness 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 Real estate Other industries Advertising & marketing

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Average Project Cost Breakdown

Less than $10,000 (71) $10,000 to $49,000 (7) $50,000 to $199,999 (2)

What Clients Have Said
Set2Close is frequently recognized for its cost-effectiveness and overall value, with clients noting that their pricing fits within budget constraints while delivering significant results. For instance, one client emphasized that Set2Close's services saved them $2-5k on setup costs, while another highlighted the good value for cost and effective solutions tailored to their needs. Overall, client sentiment reflects satisfaction with the company's ability to provide high-quality support at a reasonable price.
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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

5.0 103 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 specializes in CRM Consultancy, CRM Implementation, and CRM Integration, with a focus on Salesforce solutions. Based on client reviews, 100% of the feedback is positive, highlighting their professionalism, timely delivery, and strong communication skills. Clients frequently mention Peeklogic's ability to rescue and enhance complex projects, demonstrating their expertise in Customer Relationship Management Integration.

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Reviews mention Helpful
Clients consistently praised Peeklogic, LLC for their responsiveness and exceptional support. One reviewer noted, "As far as I'm concerned, five-star customer service," highlighting their helpfulness. Another mentioned, "Support was excellent" and emphasized their willingness to assist. Overall, feedback reflects a strong sentiment of appreciation for Peeklogic's commitment to customer satisfaction, with clients appreciating timely deliveries and effective communication throughout the project.

CRM Consulting and SI for Video Software Company

5.0 Aug 12, 2024

They were very responsive and helpful. As far as I'm concerned, five-star customer service. Their high-quality customer service is impressive.
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System Connection & Implementation for Software Company

5.0 Aug 8, 2024

Yes, they delivered and support was excellent. Support and implementation. They were very willing to jump on and help us.
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IT Managed Services for Web Hosting Company

5.0 Mar 14, 2024

Every time we reach out with a question or issue, we receive a response within 12 hours. They are always friendly, helpful, and willing to go the extra mile to ensure we have a positive experience. The support from the Peeklogic team has been outstanding.
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Salesforce-Jira Integration for Salesforce Customization Co

5.0 Oct 10, 2023

The team was very helpful and extremely knowledgeable about their product especially when it comes to troubleshooting issues. The team was very responsive and able to ensure all requirements were met in time and within budget.
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45 of 49 CRM Consulting and SI reviews are 5 stars

12 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 garnered positive feedback across various sectors, including Information Technology, Financial Services, Medical, and Manufacturing. Clients praised their Salesforce integration and automation expertise, highlighting their strong communication and project management. Industries such as Healthcare and Nonprofits noted improvements in operational efficiency through customized CRM solutions. Overall, the sentiment is overwhelmingly favorable, with emphasis on Peeklogic's responsiveness, adaptability, and ability to deliver tailored solutions, making them a suitable partner for projects requiring Salesforce and system integrations.
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Software Non-profit Consumer products & services Chemicals & Biotechnology Manufacturing Telecommunications Advertising & marketing Real estate Education Transportation Arts, entertainment & music Retail Nonprofit Consumer Products Automotive Information technology Other industries Consulting Financial services Legal Construction Hospitality & leisure Business services Healthcare IT Services Medical

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View projects from:

United States (61) 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, CRM Integration, and Customer Relationship Management Consulting services. Their reviews reflect a high level of expertise, professionalism, and client satisfaction, with 100% of reviewers expressing positive feedback. Clients commend their proactive approach, knowledge in CRM systems, and ability to deliver projects on time and within budget.

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Reviews mention Professional
Clients have consistently praised CloudMasonry for their professionalism, describing their team as 'timely, efficient, and professional' in project management. One client highlighted their impressive responsiveness, stating, 'If an issue arises, we are able to work with them to solve it quickly.' Overall, the sentiment reflects a strong appreciation for CloudMasonry's ability to meet client needs effectively and foster a collaborative working environment.

CRM Consulting for University

5.0 Dec 19, 2023

Their project management was timely, efficient and professional. They've been incredibly responsive to our needs. If an issue arises, we are able to work with them to solve it quickly.
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6 of 6 CRM Consulting and SI reviews are 5 stars

$50,000 – $199,999 avg. project cost

CRM Consulting and SI PROJECT HIGHLIGHT

Salesforce Support for Publishing Company
5.0 — CloudMasonry provides Salesforce support to a publishing firm. The team has set up a new Salesforce Service Cloud instance and transferred all customer service emails from the legacy platform into Read more
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Industry Experience

CloudMasonry has garnered positive feedback across various industries, including education, financial services, insurance, and arts & entertainment. Clients commend their expertise in Salesforce and Pardot for enhancing communication strategies, reporting, and process automation. The general sentiment reflects CloudMasonry's strengths in project management, responsiveness, and delivering tailored solutions, making them an excellent fit for clients in sectors like education and financial services seeking robust digital transformation.
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Education Arts, entertainment & music Insurance Publishing Financial services Nonprofit IT Services Utilities Pharmaceuticals Consumer Products

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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 praise CloudMasonry for their competitive pricing and overall value. Feedback highlights that their services fit within budget constraints while delivering high-quality results. For instance, one client noted, 'Pricing fit our budget' and another emphasized, 'Good value for cost.' Overall sentiment reflects satisfaction with the company's ability to meet financial expectations, with multiple reviewers expressing that CloudMasonry offers a strong return on investment through effective project management and timely delivery.
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Cascade Web Development

4.7 10 reviews

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 building user-friendly, strategic websites that align with client goals and values. Their reviews reflect overwhelmingly positive feedback, with 100% of reviewers highlighting their excellent project management, timely delivery, and tailored solutions. Clients appreciate their creative problem-solving and commitment to customer satisfaction, making them a trusted partner for diverse projects.

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Reviews mention Trustworthy
Cascade Web Development is viewed as a trustworthy partner, with clients noting their attentiveness and respect for client input. One client highlighted their commitment to understanding organizational needs and building personal relationships, stating, 'I felt comfortable with the team at Cascade.' They are also praised for their accommodating nature and dedication to client missions, ensuring that budget constraints are respected. Overall, the sentiment reflects a strong sense of reliability and integrity in their business practices.

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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Industry Experience

Cascade Web Development has received positive feedback across multiple industries, including legal, hospitality, and nonprofit sectors. In the legal field, clients praised their attention to detail and ability to enhance website functionality. In hospitality, their unique design tailored to client needs was highlighted. Meanwhile, feedback from nonprofits emphasized their commitment to mission-driven projects and effective communication. Overall, Cascade Web Development is well-regarded for their creativity, reliability, and ability to deliver tailored solutions, making them a strong fit for diverse industries.
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Advertising & marketing Food & Beverages Nonprofit Financial services Hospitality & leisure Other industries Legal

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Average Project Cost Breakdown

$50,000 to $199,999 (7) $10,000 to $49,000 (2)

What Clients Have Said
Cascade Web Development is frequently praised for providing strong value for money, with clients noting that their pricing aligns well with budgets. One client emphasized that the company offered 'good value for cost,' while another highlighted their project being completed 'on time and under budget.' Overall, the sentiment is positive, indicating that clients feel they receive high-quality service and results that justify their investment.
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Portland, Oregon (7) 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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Reviews mention Unique expertise
Everpeak is consistently praised for its unique expertise, particularly in Salesforce implementation and workflow automation. Clients highlighted the team's professionalism, approachability, and deep understanding of complex systems. One client noted Brighton's impressive handling of intricate Salesforce flows, while another emphasized Everpeak's responsiveness and thorough follow-up testing. Overall, the sentiment is overwhelmingly positive, with clients expressing high satisfaction and confidence in Everpeak's ability to deliver effective solutions tailored to their needs.

CRM Consulting & SI for HR Consulting Company

5.0 Sep 25, 2024

What stood out most about Everpeak was the professionalism, approachability, and expertise of their team, particularly Cory and Bryton. Brighton’s expertise in handling complex Salesforce flows, especially in our opportunity process, was truly impressive and showcased a deep understanding of the platform.
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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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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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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 versatile web development company offering comprehensive services, including WordPress and HubSpot development, CMS integration, and digital marketing support. Overall, 100% of reviews highlight their technical expertise and reliability, with approximately 85% praising their timeliness and communication. Clients appreciate Computan's adaptability and value for cost, though some suggest minor improvements in project delivery visibility and proactive communication.

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Reviews mention Exceptional performance
Computan has received exceptional feedback for their performance, particularly in project management and customer service. Clients highlighted their impressive knowledge of HubSpot and effective communication, which facilitated seamless website updates and development. For instance, one client noted the 'incredibly fast response times' and 'high standard of care' in addressing requests. Another emphasized their ability to meet deadlines and exceed client expectations consistently, stating, 'I couldn’t recommend them more.' Overall, client sentiment reflects high satisfaction with Computan's services.

HubSpot Migration for Advanced Enterprise Analytics Firm

5.0 Aug 5, 2020

Computan’s knowledge of HubSpot was exceptional. They were able to cleanly develop on HubSpot in a way that allowed us to go in without knowing any code and create and modify website pages. The way they set things up was impressive. Additionally, they were a really nice team that focused on customer satisfaction.
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Hubspot & WordPress Dev for Marketing Agency

4.5 Sep 19, 2019

They regularly save us money by delivering a great product in the first try, with only minor tweaks after that. They also made the process of dealing with the hacked site so much easier. They regularly go beyond what we ask them to do. For example, I asked them to install an SSL certificate, and they added 15 other necessary security features for us.
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Backend Dev/IT Consulting for Nonprofit Organization

5.0 Aug 28, 2019

Computan doesn’t just serve as an IT partner; they’ve gone above and beyond for us when we’ve asked them to. For example, they now house other overseas employees we’ve hired to outsource routine tasks. It’s been extremely convenient and cost-effective for us, and they’ve been incredibly flexible about this initiative.
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Site Improvements for Automation Company

5.0 Sep 5, 2019

Our website is our primary marketing medium, so we value how it performs immensely. Having clean, clear, and well designed web pages are crucial to our customer's experience when using our website. Computan ensure that the quality and style is of the highest standard and that in turn has allowed us to expand our business to other countries and markets worldwide.
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Site Improvements for Automation Company

5.0 Sep 5, 2019

Sajeel Qureshi is our project manager and I have rarely worked with a vendor with the speed and professionality that Sajeel provides. Highly effective, friendly, and professional. Cannot ask for more in a project manager.
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Industry Experience

Computan has demonstrated strong expertise across various industries, including Advertising & Marketing, Education, Healthcare, E-commerce, and Technology. Clients consistently praise their responsiveness, flexibility, and the quality of deliverables, particularly in web development and integration projects. Sentiment is generally positive, highlighting their ability to adapt and collaborate effectively. Their services are well-suited for organizations seeking reliable web development and maintenance, especially those utilizing platforms like WordPress and HubSpot.
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Automotive Advertising & marketing Healthcare IT Services Education Beauty & Cosmetics Wellness & Fitness Logistics & Supply Chain Software Media Consulting Manufacturing Telecommunications Hospitality & leisure Nonprofit Information technology Business services Research Other Industry

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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
Computan has been recognized for providing excellent value for money, with clients frequently noting that their pricing aligns well with project budgets. One client highlighted that Computan delivered exceptional quality of work for the cost, stating, 'the quality of work we get for the cost is something I have not seen in any agency I have worked.' Another client emphasized their competitive pricing, stating it was a decisive factor in their selection. Overall, sentiment regarding Computan's cost-effectiveness and value remains highly positive.
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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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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 digital marketing and web development agency renowned for its proficiency in enhancing brand awareness through SEO, paid advertising, and web development. The reviews highlight a consistent theme of excellent project management, with 100% of reviewers praising their timely delivery and responsiveness. Moreover, 100% of clients appreciate Convertiv's ability to integrate with their teams, often describing them as an extension of their own marketing departments. Overall, client feedback is overwhelmingly positive, reflecting satisfaction with Convertiv's expertise and collaborative approach.

See all 17 projects
Reviews mention Easy to work with
Clients consistently describe Convertiv as easy to work with, highlighting their responsiveness and clear communication. One client noted, 'I always felt that I was getting an honest answer with straightforward recommendations.' Their team was praised for their friendliness, willingness to address questions, and ability to simplify complex topics, fostering a collaborative environment. Overall, the sentiment reflects a strong appreciation for Convertiv's supportive approach and commitment to delivering results despite challenges.

PPC, SEO & Langing Page Optimization for AI-Based Search Co

5.0 Jun 24, 2024

Convertiv follows through on what they say they'll do, are realistic on their goals, and are a pleasure to work with. They really feel like an extension of our marketing team.
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Web Redesign & Develpment for Vehicle Managemet Company

5.0 Dec 18, 2023

Great work in the past - reliable and willing to work with you.
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Industry Experience

Convertiv demonstrates a strong track record across various industries, including cybersecurity, real estate, manufacturing, IT, and software development. Clients praise their expertise in digital marketing, web design, and project management, highlighting their responsive communication and ability to deliver high-quality results on time. In the cybersecurity and IT sectors, they excel in enhancing brand visibility and optimizing lead generation. In real estate and manufacturing, their designs have notably improved user experience and conversion rates. Overall, Convertiv is well-suited for businesses seeking comprehensive digital solutions.
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Real estate Software Manufacturing IT Services 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 commend Convertiv for providing excellent value for money, often highlighting their competitive pricing and high-quality deliverables. One client noted, 'Good value for cost,' while another emphasized that despite a significant investment, the quality of work justified the expense. Overall, the sentiment reflects satisfaction with the cost-effectiveness of their services, reinforcing Convertiv's reputation as a reliable partner in achieving marketing objectives efficiently.
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Portland, OR

1620 SE Claybourne Street, Suite A-201
Portland, OR 97202
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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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

32.3/40.0

16.6/20 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

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

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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

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

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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

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

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Latest CRM Articles

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Do you worry your phone is spying on you? You’re not alone. Learn how smartphones collect your data and what you can do to reduce what you share.

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Use our custom template for your business intelligence and analytics needs.

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How secured are you online? Explore these top password managers to help safeguard your small business from malicious cyber attacks this 2026.

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Why Trust Clutch

List of the Top 4 Oregon CRM Companies

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