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Home IT Services CRM United States Oregon

Top CRM Consultants in Oregon

Ratings Updated: May 1, 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

  • Featured

    What are Featured Providers?

    Set2Close Logotype

    Set2Close

    5.0 96 reviews
    Premier Verified
    $5,000+
    $200 - $300 / hr
    10 - 49
    Serves Oregon

    Services provided

    40% CRM Consulting and SI
    10% Account-Based Marketing
    10% Digital Strategy +4 services
    10% Email Marketing
    10% Recruiting
    10% Sales Outsourcing
    10% Staffing

    Set2Close is a CRM Consultancy specializing in CRM Implementation, Customer Relationship Management Consulting, and CRM Systems Integration. The company receives overwhelmingly positive feedback, with 100% of reviewers noting their deep expertise and personalized approach. Clients commend their ability to tailor CRM solutions precisely to business needs, highlighting their valuable training and seamless process management.

    See all 96 projects

    Reviews mention Patient

    Clients consistently highlighted the exceptional patience demonstrated by Set 2 Close throughout their engagements. For instance, one CEO noted that their consultant was 'incredibly patient and generous with their time,' while another client appreciated the 'accessibility and patience with our questions.' Additionally, a Department Director praised the team's ability to support their learning 'at our pace,' reinforcing the overall sentiment of satisfaction with the company's patient approach to client service.
    • CRM Consulting & SI for Education Company
      5.0 Dec 10, 2024

      Their consultants helped us with various questions at our pace. They have provided us with a wealth of resources and the next steps for where we can continue growing our CRM best practices. We have a roadmap for continued work, and they are being patient as we continue to implement the fundamentals of Hubspot.

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    • HubSpot Consulting for Commuter Airline
      5.0 Sep 4, 2025

      Accessibility and patience with our questions.

      Read Full Review
    • HubSpot CRM Consulting & SI for BBQ Restaurant
      5.0 Nov 13, 2025

      The support provided was exceptional and surpassed previous experiences. Jeremy was incredibly patient and generous with their time, never making me feel rushed or limited.

      Read Full Review
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    72 of 77 CRM Consulting and SI reviews are 5 stars
    25 new reviews for CRM Consulting and SI in past 6 months
    Less than $10,000 avg. project cost

    CRM Consulting and SI PROJECT HIGHLIGHT

    HubSpot CRM Training & Consulting for Pharmacy

    5.0 — Set2Close provided HubSpot CRM training for a pharmacy's sales representatives and helped the client align their HubSpot systems. The team also provided tools and reports that helped the client Read more
    Read 77 Reviews

    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.
    Get in Touch

    View projects from:

    United States (67) Canada (19) Bulgaria (1)

    This provider is fluent in 2 languages:

    • English
    • French
    View Profile Visit Website
    Peeklogic, LLC Logotype

    Peeklogic, LLC

    5.0 96 reviews
    Premier Verified
    $1,000+
    $25 - $49 / hr
    50 - 249
    Serves Oregon

    Services provided

    85% CRM Consulting and SI
    14% Low/No Code Development
    1% Custom Software Development

    Peeklogic, LLC is a CRM Consultancy specializing in CRM Implementation, CRM Integration, and Salesforce development services. They consistently receive positive feedback, with clients praising their strong project management, clear communication, and deep expertise—mentioned by over 80% of reviewers. Their ability to deliver tailored solutions and align with client needs has led to significant efficiency improvements across various industries.

    See all 96 projects

    Reviews mention Easy to work with

    The overall sentiment regarding Peeklogic, LLC is overwhelmingly positive, particularly in their ease of collaboration. Clients frequently commend the team's responsiveness and friendliness, highlighting comments such as 'everyone you meet on the dev side is very personable and easy to work with' and 'they're always busy, because their developers are non-stop coding.' Many reviews express satisfaction with timely project delivery and effective communication, reinforcing their reputation as a reliable partner.
    • CRM Consulting, SI & Support for Screen Mmgt Software Co
      5.0 Aug 26, 2024

      Peeklogic set up a Slack channel dedicated to Vrtly/me; they were very responsive when I had questions or ran into issues. Easy to get a hold of via Slack as opposed to sending an email and waiting for a reply.

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    • Custom Software Development for SaaS Platform
      5.0 Jun 24, 2024

      Project management is excellent. Peeklogic, LLC sends us weekly reports, and we’ve met with them every week throughout our engagement. Moreover, they’re easy to reach. Sergii (CEO, Founder & Salesforce Architect) leads the organization and is easy to deal with.

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    • MVP Development for SaaS Event Management Platform
      4.5 May 27, 2024

      Peeklogic even made themselves available in their evening (our afternoon) during any emergencies. It is easy to provide good customer service when things are going smoothly, but Peeklogic was always easy to work, even during the tough conversations that inevitably crop up during development.

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    • Jira & Salesforce Integration for FinTech Company
      5.0 Mar 28, 2024

      They are quick, responsive, and easy to reach out to. Team delivered items earlier than the said timeline.

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    • Salesforce Managed Package Dev for Software Company
      5.0 Mar 6, 2024

      The people. Peek has simply outstanding talent, that can move and pivot as our needs continually change. They all are super talented, very easy to work with, and adhere to creating a team beyond the sum of its parts.

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    17 of 18 reviews are 5 stars
    12 new reviews for CRM Consulting and SI services
    $10,000 – $49,000 avg. project cost

    Reviewed 18 times in the past 6 months

    Recent reviews for Peeklogic, LLC indicate a strong overall sentiment of satisfaction among clients, highlighting their excellent project management and responsiveness. Clients commend the team for delivering high-quality Salesforce solutions on time, such as a fully functional Salesforce app and customized CRM enhancements. Specific feedback includes their ability to streamline workflows, improve operational efficiency, and maintain clear communication. Notably, clients expressed no significant areas for improvement, emphasizing the team's professionalism and alignment with client values.
    Read 18 Recent Reviews

    Industry Experience

    Peeklogic, LLC showcases strong expertise across various industries, notably Medical, Financial Services, Information Technology, and Construction. Clients commend their responsiveness, effective project management, and ability to deliver tailored Salesforce solutions. In the Medical sector, they've streamlined processes and improved compliance. Financial Services reviews highlight their proficiency in automating tasks and integrating systems. Positive feedback in Information Technology emphasizes their agile approach and technical acumen, while Construction clients appreciate seamless workflow enhancements. Overall, Peeklogic, LLC is well-suited for projects needing customized Salesforce implementations and integrations.

    Read All Reviews

    Select Industry to see insights

    Telecommunications IT Services Advertising & marketing Real estate Software Consumer products & services Education Chemicals & Biotechnology Transportation Arts, entertainment & music Retail Nonprofit Consumer Products Automotive Business services Manufacturing Other industries Non-profit Consulting Healthcare Financial services Legal Construction Information technology Hospitality & leisure Medical

    Average Project Cost Breakdown

    Less than $10,000 (26) $10,000 to $49,000 (7) $50,000 to $199,999 (3) $200,000 to $999,999 (1)

    What Clients Have Said

    The overall feedback regarding Peeklogic, LLC highlights a strong sentiment of value for money in their services. Clients frequently noted that the pricing fit their budgets and appreciated the high quality of work delivered. For instance, one client stated, "They had high ratings and offered good value for the cost," while another mentioned, "Pricing fit our budget, good value for cost." Overall, clients felt that the cost was justified by the quality and responsiveness of the team, emphasizing timely delivery and effective communication.
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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

    Reviews mention Accessible

    Clients commend CloudMasonry for their accessibility and responsiveness throughout the project. One client noted, 'Any time we had a question they jumped on a videoconference and explained themselves,' highlighting their commitment to clear communication. The sentiment is overwhelmingly positive, with clients appreciating the attention they received from top-level personnel and their willingness to assist, stating, 'They’re incredibly willing to go the extra mile to help.'
    • Custom Salesforce Build Out for Legal Cannabis Marketplace
      5.0 Feb 27, 2020

      They’re relatively small, so you get a lot of attention. You work with their top level people who are really good. Any time we had a question they jumped on a videoconference and explained themselves. They made the whole process look easy.

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    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.

    Read All Reviews

    Select Industry to see insights

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

    View projects from:

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

    See all 10 projects

    Reviews mention Experienced

    Overall, client feedback indicates a positive sentiment regarding Cascade Web Development's expertise and project management. Clients praised their knowledgeable team, which effectively enhanced functionality and usability of their websites, resulting in significant user satisfaction. Notably, one client highlighted the successful implementation of features such as online payments and an event calendar. However, concerns were raised about staffing turnover and unexpected pricing for smaller projects, suggesting room for improvement in consistency and transparency.
    • Web Dev for Malpractice Coverage Firm
      5.0 Jul 11, 2018

      They are knowledgeable and experienced in developing lawyer spaces and easily meet those niche needs, which involves education classes, resource materials, and member directories. Their specialization has been very helpful for us.

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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.

    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)
    View Profile Visit Website
  • Everpeak Logotype

    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.

    See all 6 projects

    Reviews mention Timely

    The feedback regarding Everpeak's timeliness is overwhelmingly positive. Clients highlighted that projects were delivered promptly, with one stating, "Everything was done in a timely manner" and another praising their ability to listen and respond effectively to needs. The Chief Administrative Officer noted that Everpeak matched them with talented professionals, ensuring efficient execution. Overall, clients expressed satisfaction with the timely delivery and clear communication throughout their projects.
    • Sales Path Automation for Hockey Team
      5.0 Sep 18, 2024

      Describe their project management. Did they deliver items on time? How did they respond to your needs? Everything was done in a timely manner. Everything was clearly communicated to us.

      Read Full Review
    Read All Reviews
    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.
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  • Good & Gold Marketing Logotype

    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.

    See all 1 projects

    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.

    Read All Reviews

    Select Industry to see insights

    Retail

    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.
    Read All Reviews
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  • BS&Co. Logotype

    5.0 1 review
    $5,000+
    $100 - $149 / hr
    2 - 9
    Portland, OR

    Services provided

    10% CRM Consulting and SI
    70% Email Marketing
    10% Branding +1 service
    10% Marketing Strategy

    BS&Co. is an email marketing agency specializing in managing and optimizing email marketing programs on Klaviyo, including strategy, content, and campaign management. The majority of reviews highlight their innovative approach and reliable project management, with a significant 5x ROI reported. All reviews are positive, noting no areas for improvement.

    See all 1 projects
    1 of 1 reviews is 5 stars
    $10,000 – $49,000 avg. project cost

    Reviewed 1 time in the past 6 months

    Recent client feedback for BS&Co. highlights their effective management of email marketing programs, resulting in a remarkable 5x ROI. Clients commend their innovative strategies and timely delivery, facilitated through efficient communication. One client noted the comprehensive support provided, including technical setup and campaign execution. Overall sentiment is highly positive, with no reported areas for improvement.
    Read 1 Recent Review

    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.

    Read All Reviews

    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 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

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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

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  • 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.

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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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  • Flyrise Logotype

    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 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.

    Read more
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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.

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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.

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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.

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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.

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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.

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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.

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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.

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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.

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  • Convertiv Logotype

    4.9 17 reviews
    $25,000+
    $100 - $149 / hr
    10 - 49
    Portland, OR

    Services provided

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

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

    See all 17 projects

    Reviews mention Proactive

    Clients consistently praised Convertiv for their proactive approach, highlighting their responsiveness and ability to anticipate needs. One client noted, 'The team is extremely proactive and responsive,' while another emphasized their 'best in class project management' and timely communication. Feedback reflects an overall sentiment of satisfaction with Convertiv's commitment to client success and their role as a true partner, aligning closely with client business goals.
    • 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 Convertiv is very responsive to our need and questions.

      Read Full Review
    • Digital Marketing for Workforce Management Company
      4.5 Sep 16, 2020

      They’re a true partner. The team is extremely proactive and responsive, and they have a very agile way of working. They really focus on the growth of our business; we don’t feel like just a number or an account.

      Read Full Review
    Read All Reviews

    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

    View projects from:

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

    Portland, OR

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

    1

    See All Locations (2)
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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
    View Profile
  • 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
    View Profile
  • 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
    View Profile
  • Merkle Logotype

    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.

    Read more

    Bend, OR

    775 SW Bonnett Way Suite 210
    Bend, OR 97702

    16 - 20

    434.970.1010

    See All Locations (22)
    View Profile

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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
3 Good & Gold Marketing
4 BS&Co.

List of the Top 4 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

    32.5/40.0
    16.8/20 Reviews
    9.4/10 Clients & Experience
    6.2/10 Market Presence

    Service focus

    10% CRM Consulting and SI
    90% Other
    View Profile Visit Website
  3. Good & Gold Marketing Logotype

    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
  4. BS&Co. Logotype

    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
  5. Ariston Bell LLC Logotype

    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
  6. 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
  7. 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
  8. 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
  9. American Chase Logotype

    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
  10. 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
  11. 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
  12. Flyrise Logotype

    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
  13. 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
  14. 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
  15. 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
  16. 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
  17. 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
  18. 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
  19. 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

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