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Home IT Services CRM United States Oregon

Top CRM Consultants in Oregon

Ratings Updated: February 5, 2026
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2 Leaders 15 Contenders

24 Companies

Country: United States
State: Oregon
Services: CRM Consulting and SI

List of the Top Oregon CRM Companies

  • Featured

    What are Featured Providers?

    Set2Close Logotype

    Set2Close

    5.0 81 reviews
    Premier Verified
    $5,000+
    $200 - $300 / hr
    10 - 49
    Serves Oregon

    Services provided

    80% CRM Consulting and SI
    20% Business Consulting

    Set2Close is a CRM Consultancy firm specializing in CRM Implementation, CRM Integration, and Customer Relationship Management Consulting. The company consistently receives high praise for its responsive and knowledgeable staff, effective CRM Systems Integration, and customer-focused approach, as reflected in 100% positive feedback. Many clients highlight the firm's ability to deliver projects on time and its strategic guidance, with 85% mentioning the value-for-cost proposition.

    See all 81 projects

    Reviews mention Communicative

    Clients consistently praised Set 2 Close for their effective communication and responsiveness. For instance, one client noted, "They responded to all communication in a timely manner," while another remarked on the team's ability to provide prompt answers and flexible scheduling. Additionally, clients appreciated the personal touch in virtual meetings, highlighting the supportive and accessible nature of the team. Overall, the sentiment regarding communication was overwhelmingly positive, with no significant areas for improvement identified.
    • Sales Recruitment & Digital Marketing for Pest Control Co.
      5.0 Dec 15, 2022

      Set 2 Close structured a concise plan, communicated the progress consistently, and was always accessible to answer any questions. They continue to be a resource in developing our program and refining our tools.

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    • Sales Process Automation for SaaS Platform
      5.0 Dec 15, 2022

      The workflow and communication between their team and ours have been air tight so far.

      Read Full Review
    • B2B Lead Gen for Consulting & Technology Services Company
      4.5 Aug 26, 2022

      Frequent, effective communication quickly through messaging and weekly alignment calls. The S2C team always made themselves available and were very responsive.

      Read Full Review
    • Sales Management & Marketing for Chemical Distribution Firm
      4.5 Jun 28, 2022

      We had regular meetings and check-ins that were well organized with clear objectives. There was clear communication and they integrated into our processes easily.

      Read Full Review
    • CRM Consulting & SI for Design-Build Company
      5.0 Feb 11, 2025

      The company's project management was characterized by prompt communications and flexible scheduling. They provided key pointers and prompt responses to questions, ensuring that all client needs were effectively addressed. The primary forms of communication with Set 2 Close included virtual meetings and email or messaging apps, facilitating efficient and clear exchanges of information.

      Read Full Review
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    Industry Experience

    Set2Close has garnered positive feedback across various industries, including Medical, Financial Services, Consulting, and Manufacturing. Clients commend their expertise in HubSpot implementation, project management, and responsiveness. In the Medical sector, they excelled in onboarding and optimizing systems for surgical models. In Financial Services, they are praised for effective CRM training. Their strengths lie in understanding unique business needs and providing tailored solutions, establishing them as a reliable partner for organizations across diverse fields seeking CRM optimization and sales process enhancement.

    Read All Reviews

    Select Industry to see insights

    Restaurants Wellness & Fitness Consulting Insurance Business services Consumer Products Retail Non-profit Information technology Arts, entertainment & music Education Agriculture Real estate Advertising & marketing Financial services Construction Transportation Software IT Services Other Industry Healthcare Human Resources Medical Manufacturing

    Average Project Cost Breakdown

    Less than $10,000 (58) $10,000 to $49,000 (6) $50,000 to $199,999 (2)

    What Clients Have Said

    Clients consistently commend Set2Close for their cost-effectiveness and the value they provide. Many reviews highlight that the company's pricing fits within budget constraints while delivering high-quality service. For instance, one client noted, 'Pricing fit our budget' and another emphasized 'good value for cost.' Overall, the sentiment is overwhelmingly positive, with multiple clients expressing satisfaction with the financial investment relative to outcomes achieved, such as improved efficiency and successful onboarding processes.
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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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    CloudMasonry Logotype

    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.

    See all 15 projects
    1 of 1 reviews is 5 stars
    1 new review for CRM Consulting and SI services
    $10,000 – $49,000 avg. project cost

    Reviewed 1 time in the past 6 months

    In the past six months, CloudMasonry has received positive feedback for their effective project management and knowledgeable team. A recent review highlighted the successful digitization of lead conversion processes, resulting in streamlined data reporting. Clients appreciated the guidance provided by their consultant, Ishan, noting satisfaction with project outcomes. Overall, the sentiment is highly favorable, with no reported areas for improvement.
    Read 1 Recent Review
    6 of 6 CRM Consulting and SI reviews are 5 stars
    1 new review for CRM Consulting and SI in past 6 months
    $50,000 – $199,999 avg. project cost

    CRM Consulting and SI PROJECT HIGHLIGHT

    CRM Consulting & SI for Pharmaceutical Consulting Firm

    5.0 — A pharmaceutical consulting firm hired CloudMasonry to digitize their lead conversion process using Pardot. The team also helped the client switch from email alerts to Salesforce for lead Read more
    Read 6 Reviews

    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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    Select Industry to see insights

    Publishing Education Insurance Financial services Nonprofit IT Services Utilities Arts, entertainment & music Consumer Products Pharmaceuticals

    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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    Cynoteck Technology Solutions Pvt. Ltd. Logotype

    Cynoteck Technology Solutions Pvt. Ltd.

    4.9 31 reviews
    Premier Verified
    $10,000+
    $25 - $49 / hr
    50 - 249
    Serves Oregon

    Services provided

    50% CRM Consulting and SI
    10% AI Agents
    10% AI Development +3 services
    10% ERP Consulting and SI
    10% Low/No Code Development
    10% Web Development

    Cynoteck Technology Solutions Pvt. Ltd. is a CRM Consulting and Systems Integration company known for its strong work ethic and effective project management. They deliver robust CRM solutions with high responsiveness and eagerness to meet client needs, as evidenced by positive feedback from all reviewers.

    See all 31 projects

    Reviews mention Hard working

    Clients consistently highlight Cynoteck Technology Solutions Pvt. Ltd.'s strong work ethic and dedication. One client noted their 'strong work ethic and effort' while another emphasized their 'humility, willingness to work, and customer-focused approach.' Both reviews reflect a high level of satisfaction with responsiveness and project management, indicating that the team is hard-working and committed to meeting client needs effectively.
    • Website Dev, SEO & UI Design for Tax Advisory Firm
      5.0 Aug 1, 2023

      We were impressed with their humility, willingness to work, and customer-focused approach.

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    • CRM Development for Coworking Space Company
      5.0 Jun 16, 2025

      Yes, they are very responsive and eager to please. They have a strong work ethic and effort.

      Read Full Review
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    1 of 1 reviews is 5 stars
    Less than $10,000 avg. project cost

    Reviewed 1 time in the past 6 months

    In the past six months, feedback for Cynoteck Technology Solutions Pvt. Ltd. has been overwhelmingly positive. Clients praised their exceptional project management, timely delivery, and proactive communication. One client noted the stunning website design and flawless performance, emphasizing the team's attention to detail and commitment to client satisfaction. Overall, clients feel a genuine partnership rather than a mere vendor-client relationship, highlighting Cynoteck's dedication to value and excellence in service.
    Read 1 Recent Review

    Industry Experience

    Cynoteck Technology Solutions Pvt. Ltd. has demonstrated strong capabilities across various industries, including Healthcare, Real Estate, Manufacturing, Sports, Nonprofit, Consulting, Advertising & Marketing, Legal, Food & Beverages, and IT Services. Clients praised their expertise in developing RPA tools, CRMs, and websites, as well as their responsiveness and project management. They are particularly well-regarded in Healthcare and Real Estate for their innovative solutions and timely delivery, making them a suitable partner for organizations seeking technological advancements.

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    Select Industry to see insights

    Real estate Healthcare Manufacturing Sports Nonprofit Advertising & marketing Legal Cannabis Food & Beverages IT Services Software Education Arts, entertainment & music Retail Legal Information technology Utilities Consulting

    Average Project Cost Breakdown

    $10,000 to $49,000 (10) Less than $10,000 (8) $50,000 to $199,999 (2) $200,000 to $999,999 (2)

    What Clients Have Said

    Cynoteck Technology Solutions Pvt. Ltd. is frequently praised for providing good value for cost, with clients noting that their pricing fits within budget constraints while delivering high-quality results. One client remarked on their 'good value for cost,' while another highlighted that their deliverables exceeded expectations. Overall, the sentiment is positive, with many clients expressing satisfaction with the balance between cost and the quality of services received.
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  • Cascade Web Development Logotype

    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 creating modern, user-friendly, and secure websites tailored to unique client needs. With 100% positive feedback, clients praise their responsive communication, creative problem-solving, and commitment to client values, resulting in successful project outcomes. A notable 50% of reviews highlight their effective project management and client-specific customization.

    See all 10 projects

    Reviews mention Customized support

    Clients commend Cascade Web Development for their customized support, noting their responsiveness and attentiveness to unique project needs. One client emphasized that the team listened to their ideas and created a website tailored specifically for their winery, rather than using a one-size-fits-all approach. Overall, the sentiment reflects satisfaction with the individualized service provided, although there is a suggestion for improved communication regarding client responsibilities in the project.
    • Web Design & Development for Winery
      4.5 Nov 17, 2025

      They are incredibly responsive, and always available to listen to any ideas or concerns. That each project is unique. They don't design the same site for everyone, they looked at our competitors, listened to our ideas, and created something that could only be for our winery.

      Read Full Review
    Read All Reviews

    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.

    Read All Reviews

    Select Industry to see insights

    Nonprofit Financial services Food & Beverages Hospitality & leisure Other industries Legal

    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.
    Read All Reviews

    View projects from:

    Portland, Oregon (6) Beaverton, Oregon (1) Dayton, Oregon (1)
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  • Everpeak Logotype

    4.9 6 reviews
    $5,000+
    $100 - $149 / hr
    10 - 49
    Chicago, IL

    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.

    See all 6 projects
    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
    Read 5 Reviews

    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.

    Read All Reviews

    Select Industry to see insights

    Construction Consumer products & services Software Consumer Products Human Resources Sports

    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.
    Read All Reviews

    View projects from:

    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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  • Ariston Bell LLC Logotype

    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.

    Read more

    Wilsonville, OR

    Palmero St
    Wilsonville, OR 97070

    1

    5127654559

    See All Locations (1)
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  • Automated Dreams Logotype

    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.

    Read more
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  • Foglight Solutions Logotype

    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.

    Read more
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  • Point Echo Solutions Logotype

    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.

    Read more
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  • American Chase Logotype

    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.

    Read more

    Portland, OR

    3055 NW Yeon Ave #530 Portland, OR 97210 USA
    Portland, OR 97210

    76 - 100

    +16468289190

    See All Locations (2)
    View Profile
  • South Ventures Logotype

    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.

    Read more
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  • Maramba Consulting Logotype

    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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  • Zuri Group Logotype

    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 Logotype

    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.

    Read more
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  • Freeflow Digital Logotype

    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.

    Read more
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  • 7am Consulting Logotype

    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.

    Read more
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  • Mustang MarTech Logotype

    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.

    Read more
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  • OMBU Logotype

    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.

    Read more
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  • Ceruleo Consulting Logotype

    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 Logotype

    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.

    Read more
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  • i7 Marketing Logotype

    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.

    Read more
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  • Predator Software Inc. Logotype

    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.

    Read more
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  • Convertiv Logotype

    4.9 17 reviews
    $25,000+
    $100 - $149 / hr
    10 - 49
    Boston, MA

    Services provided

    10% CRM Consulting and SI
    30% Digital Strategy
    20% Web Design +3 services
    20% Web Development
    10% Advertising
    10% Search Engine Optimization

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

    See all 17 projects

    Reviews mention Great project management

    Client feedback highlights Convertiv's exceptional project management capabilities, with multiple clients praising their timely delivery and organized approach. One client noted, "Best in class project management!" and emphasized the proactive communication regarding deadlines. Another remarked on their "excellent project management" and ability to keep projects moving forward. Overall, the sentiment is overwhelmingly positive, with clients appreciating Convertiv's responsiveness and structured processes in managing complex projects.
    • PPC, SEO & Langing Page Optimization for AI-Based Search Co
      5.0 Jun 24, 2024

      Best in class project management! Convertiv assigned a project manager (Sabrina) that is very organized and makes it easy to keep projects on track. Projects are delivered on time, and if something will be delayed, there is proactive communication. The team at Convetiv is very responsive to our needs and questions.

      Read Full Review
    • Web Redesign & Develpment for Vehicle Managemet Company
      5.0 Dec 18, 2023

      Excellent project management. They keep everyone on track and move the projects forward.

      Read Full Review
    • Website Revamp for Cloud Services Provider
      4.0 Dec 6, 2023

      Convertiv was very responsive in working with our shifting needs as the project progressed and got closer to launch. Emily, our project manager, did a great job in keeping us informed of upcoming deadlines. We met weekly, and as challenges came up, Convertiv was always available to jump on a call.

      Read Full Review
    • Website Redesign for Data Center Provider
      5.0 Jul 1, 2022

      Convertiv's approach to project management is the best I have ever witnessed in 30 years. They use tools like Jira (project management), Figma (design) and Envision (design) with great effectiveness and scheduled calls with tight weekly agendas to keep everything and everyone on track. It's the #1 reason I had confidence in hitting my July 4 date.

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    • Web Redesign for Real Estate Solutions Provider
      5.0 Feb 23, 2022

      Convertiv kept us on schedule with weekly meetings and an extensive, organized project hub built in Jira, which Emily updated and documented within minutes of our requests and meetings.

      Read Full Review
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    Industry Experience

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

    Read All Reviews

    Select Industry to see insights

    Software IT Services Real estate Manufacturing Information technology

    Average Project Cost Breakdown

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

    What Clients Have Said

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

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    United States (14) England (2) Sweden (1)
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  • VISCAP Consultancy Services Logotype

    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.

    Read more
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  • Versa Cloud ERP Logotype

    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.

    Read more
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  • The Viable Source Logotype

    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.

    Read more
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  • Merkle Logotype

    Not yet reviewed

    $5,000+
    $150 - $199 / hr
    1,000 - 9,999
    Alpharetta, GA

    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.

    Read more

    Alpharetta, GA

    3460 Preston Ridge Road Suite 125
    Alpharetta, GA 30005

    50 - 75

    470.210.0004

    See All Locations (19)
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Ability to deliver
Focus
Clutch Leaders Matrix

Rollover to see company insights or click a company below for more details.

1 Everpeak
2 Cascade Web Development

List of the Top 2 Oregon CRM Companies

  1. Everpeak Logotype

    Everpeak

    $5,000+
    $100 - $149 / hr
    10 - 49
    Portland, OR

    Ability to deliver

    21.5/40.0
    16.4/20 Reviews
    0/10 Clients & Experience
    5.2/10 Market Presence

    Service focus

    60% CRM Consulting and SI
    40% Other
    View Profile Visit Website
  2. Cascade Web Development Logotype

    Cascade Web Development

    $5,000+
    $150 - $199 / hr
    2 - 9
    West Linn, OR

    Ability to deliver

    32.9/40.0
    17.2/20 Reviews
    9.4/10 Clients & Experience
    6.2/10 Market Presence

    Service focus

    10% CRM Consulting and SI
    90% Other
    View Profile Visit Website
  3. Ariston Bell LLC Logotype

    Ariston Bell LLC

    Undisclosed
    Undisclosed
    2 - 9
    Bee Cave, TX

    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
  4. Automated Dreams Logotype

    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
  5. Foglight Solutions Logotype

    Foglight Solutions

    Undisclosed
    Undisclosed
    2 - 9
    Portland, OR

    Ability to deliver

    0/40.0
    0/20 Reviews
    0/10 Clients & Experience
    0/10 Market Presence

    Service focus

    100% CRM Consulting and SI
    View Profile Visit Website
  6. Point Echo Solutions Logotype

    Point Echo Solutions

    Undisclosed
    Undisclosed
    10 - 49
    Clackamas, OR

    Ability to deliver

    0/40.0
    0/20 Reviews
    0/10 Clients & Experience
    0/10 Market Presence

    Service focus

    50% CRM Consulting and SI
    50% Other
    View Profile Visit Website
  7. American Chase Logotype

    American Chase

    Undisclosed
    $25 - $49 / hr
    50 - 249
    Indore, India

    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
  8. South Ventures Logotype

    South Ventures

    $1,000+
    $150 - $199 / hr
    2 - 9
    Portland, OR

    Ability to deliver

    7.3/40.0
    0/20 Reviews
    2/10 Clients & Experience
    5.3/10 Market Presence

    Service focus

    15% CRM Consulting and SI
    85% Other
    View Profile Visit Website
  9. Maramba Consulting Logotype

    Maramba Consulting

    $10,000+
    Undisclosed
    2 - 9
    Lake Oswego, OR

    Ability to deliver

    6.7/40.0
    0/20 Reviews
    1.8/10 Clients & Experience
    4.9/10 Market Presence

    Service focus

    15% CRM Consulting and SI
    85% Other
    View Profile Visit Website
  10. Zuri Group Logotype

    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
  11. Idealist Consulting Logotype

    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
  12. Freeflow Digital Logotype

    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
  13. 7am Consulting Logotype

    7am Consulting

    Undisclosed
    Undisclosed
    2 - 9
    Oregon City, OR

    Ability to deliver

    0/40.0
    0/20 Reviews
    0/10 Clients & Experience
    0/10 Market Presence

    Service focus

    80% CRM Consulting and SI
    20% Other
    View Profile Visit Website
  14. Mustang MarTech Logotype

    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
  15. OMBU Logotype

    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
  16. Ceruleo Consulting Logotype

    Ceruleo Consulting

    Undisclosed
    Undisclosed
    2 - 9
    Portland, OR

    Ability to deliver

    0/40.0
    0/20 Reviews
    0/10 Clients & Experience
    0/10 Market Presence

    Service focus

    50% CRM Consulting and SI
    50% Other
    View Profile Visit Website
  17. Wolfic Logotype

    Wolfic

    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

    40% CRM Consulting and SI
    60% Other
    View Profile Visit Website

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