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Top CRM Consultants in Orlando

Ratings Updated: October 6, 2026

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Featured

What are Featured Providers?
Set2Close

5.0 103 reviews

Premier Verified

$5,000+

$200 - $300 / hr

10 - 49

Serves Orlando, FL

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 specializes in CRM Consulting and Systems Integration, with a strong focus on HubSpot implementation and optimization. The company has received overwhelmingly positive feedback, with 100% of reviewers highlighting their expertise, and personalized approach. Clients frequently commend Set2Close for their organizational skills and ability to tailor solutions to specific business needs, making them highly recommended for CRM services.

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9 of 9 reviews are 5 stars

9 new reviews for CRM Consulting and SI services

Less than $10,000 avg. project cost

Reviewed 9 times in the past 6 months
Set2Close has received overwhelmingly positive feedback in the last six months, with clients praising their expertise and personalized service. Notably, clients highlighted the seamless transition to automated processes and effective HubSpot training, with one client stating, "Jeremy's deep knowledge was instrumental..." Another remarked on the thoroughness of training, noting it "far exceeded my expectations." Overall, clients expressed satisfaction with Set2Close's organization, adaptability, and proactive communication, often describing their experiences as "amazing" and highly recommendable.
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78 of 83 CRM Consulting and SI reviews are 5 stars

16 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 strong capabilities across various industries, including advertising & marketing, information technology, education, healthcare, and manufacturing. Clients consistently praise their expertise in HubSpot CRM implementation, onboarding, and training. Positive feedback highlights their organized approach, responsiveness, and ability to tailor solutions to client needs. Overall, the sentiment is overwhelmingly positive, positioning Set2Close as a valuable partner for businesses seeking effective CRM solutions and automation strategies.
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Arts, entertainment & music Manufacturing Other industries Advertising & marketing Information technology Education Retail Non-profit Real estate Media Supply Chain, Logistics, and Transport Business services Medical Financial services Construction Insurance

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United States (72) Canada (20) Bulgaria (1)

This provider is fluent in 2 languages:

English

French

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Peeklogic, LLC

5.0 106 reviews

Premier Verified Clutch Guarantee

$1,000+

$25 - $49 / hr

50 - 249

Serves Orlando, FL

Services provided

65% CRM Consulting and SI

10% API Development

10% IT Staff Augmentation +2 services

10% Low/No Code Development

5% AI Development

Peeklogic, LLC is a CRM Consulting and SI company specializing in Salesforce development, CRM integration, and customer relationship management consulting. They consistently receive positive feedback, with 100% of reviewers impressed by their proactive communication, on-time delivery, and ability to handle complex projects, often exceeding expectations. Their expertise in CRM systems integration and alignment with client values are frequently highlighted.

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Reviews mention Open to feedback
Peeklogic, LLC has received positive feedback regarding their openness to feedback throughout various projects. Clients highlighted the company's responsiveness to evolving requirements and their proactive approach in addressing concerns. For instance, one client noted that Peeklogic, LLC was quick to adapt to feedback and resolve challenges, while another emphasized their consistent communication and transparency. Overall, the sentiment reflects a strong collaborative spirit, with clients appreciating the team's willingness to listen and implement suggestions effectively.

Custom Software Development for Blockchain Infrastructure Co

5.0 Apr 26, 2024

Peeklogic was also very open and responsive to feedback or any questions that arose during the project. Anything we wanted to see done differently or any challenges we encountered were quickly resolved.
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Custom Software Development for Document Automation Paltform

5.0 Mar 30, 2026

Peek Logic demonstrated strong project management throughout the engagement. Communication was clear and consistent, and they kept us updated on progress, timelines, and any potential challenges. They were responsive and proactive in addressing our needs, quickly adapting to feedback and evolving requirements. When complexities came up, they handled them transparently and worked with us to find the best solutions.
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Industry Experience

Peeklogic, LLC has garnered positive feedback across various industries including medical, information technology, financial services, manufacturing, and education. Clients commend their expertise in Salesforce integration, custom development, and project management, consistently highlighting successful outcomes such as enhanced operational efficiency and streamlined communication between systems. The overall sentiment is favorable, with particular praise for their responsiveness, adaptability, and commitment to delivering high-quality solutions tailored to specific industry needs.
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Financial services Software Chemicals & Biotechnology Telecommunications Advertising & marketing Real estate Education Transportation Arts, entertainment & music Retail Nonprofit Consumer Products Automotive Information technology Other industries Consulting Legal Construction Hospitality & leisure Business services Healthcare IT Services Non-profit Consumer products & services Manufacturing Medical

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Average Project Cost Breakdown

Less than $10,000 (27) $10,000 to $49,000 (8) $50,000 to $199,999 (3) $200,000 to $999,999 (1)

What Clients Have Said
Peeklogic, LLC is recognized for delivering strong value for money, with numerous clients highlighting their cost-effectiveness and alignment with budget constraints. Feedback indicates that their services consistently meet or exceed expectations, with one client noting that Peeklogic's pricing fit perfectly within budget while providing excellent service quality. Many reviewers appreciated the transparency in communication and the promptness in addressing needs, contributing to a perception of high value relative to costs incurred.
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United States (62) Canada (9) Switzerland (5) England (2) Germany (2) Israel (1) Australia (1) South Korea (1) Mexico (1) Norway (1) India (1) United Arab Emirates (1) Guatemala (1) France (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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Computan

4.8 47 reviews

Premier Verified

$1,000+

$25 - $49 / hr

50 - 249

Serves Orlando, FL

Services provided

40% CRM Consulting and SI

30% E-Commerce Development

30% Web Development

Computan is a web development company that specializes in HubSpot and WordPress integration, offering services such as website development, CMS management, and CRM integration. The reviews reflect overwhelmingly positive feedback, with approximately 85% highlighting their technical fluency and timely delivery. A significant 70% of reviewers commend their adaptability and communication, emphasizing their role as a dependable partner rather than just a vendor.

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Reviews mention Well-organized projects
Clients consistently commend Computan for their well-organized project management and clear communication. One client noted, 'Nothing gets missed or dropped, and the project is always moving forward,' highlighting the team's accountability and responsiveness. Another client praised Computan's structured approach, stating, 'They outlined the steps we needed to take and stayed within budget estimates.' Overall, the sentiment reflects a strong appreciation for Computan's ability to manage projects effectively, ensuring timely delivery and high-quality outcomes.

WordPress & HubSpot Web Dev Projects for PR & Marketing Firm

5.0 May 13, 2022

Generally, we have one individual who is the main point of contact for a project. We typically set the timeline from our end at the start. I have found them to be ahead of schedule for the variety of our projects, and willing to jump in quickly for urgent, unexpected needs. Timeliness, accountability, and flexibility are key attributes they bring to the table.
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Web & Mobile App Dev for Video Platform

5.0 May 12, 2021

Computan’s communication and responsiveness have been very valuable. They’ve been very clear in what they’re building and how it’ll work. Computan’s accountability, communication, and organization structure are impressive, and the team works really well together. Nothing gets missed or dropped, and the project is always moving forward.
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Web Dev & Design for Nonprofit Organization

4.5 May 7, 2021

We were very clear upfront about what we were expecting in terms of timelines and deliverables. Throughout the project, we were always on track with all of those goals. If there were any changes or delays, we were made aware of them right away, and we were able to work through them in a way that worked for both sides. We held weekly Zoom meetings where we ran through the status of the project.
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2 of 2 reviews are 5 stars

$10,000 – $49,000 avg. project cost

Reviewed 2 times in the past 6 months
Computan has received positive feedback from clients in the last six months, highlighting their strong project management and technical expertise. One client praised their ability to integrate complex systems seamlessly with HubSpot, noting a reliable agency locator tool that achieved over 300 matches per week. Another client commended Computan's responsiveness and the noticeable improvements in website speed and user engagement. Overall, clients appreciate the company's commitment to partnership and effective communication, with minimal areas for improvement indicated.
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Industry Experience

Computan has received positive feedback across various industries, including manufacturing, education, advertising & marketing, and business services. Clients appreciate their expertise in web development, maintenance, and custom solutions, often noting quick response times and strong communication. In manufacturing, they enhanced website speed and user engagement, while in education, they effectively integrated systems. Overall, Computan is regarded as a reliable partner, excelling particularly in sectors requiring tech support and digital transformations.
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Automotive Advertising & marketing Healthcare IT Services Education Beauty & Cosmetics Wellness & Fitness Logistics & Supply Chain Software Media Consulting Telecommunications Hospitality & leisure Nonprofit Information technology Research Other Industry Manufacturing Business services

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United States (35) Canada (11) Finland (1)

This provider is available in 8 time zones:

Central African Time (CAT)

Pakistan Lahore Time (PLT)

Central European Time (CET)

Eastern Standard Time (EST)

Pacific Standard Time (PST)

Argentina Standard Time (AGT)

Canada Newfoundland Time (CNT)

(Arabic) Egypt Standard Time (ART)

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Simform

4.8 88 reviews

Premier Verified Clutch Guarantee

$25,000+

$25 - $49 / hr

1,000 - 9,999

Orlando, FL

Services provided

10% CRM Consulting and SI

20% AI Development

10% Cloud Consulting & SI +6 services

10% Custom Software Development

10% E-Commerce Development

10% ERP Consulting and SI

10% Enterprise App Modernization

10% IT Staff Augmentation

10% Mobile App Development

Simform is a versatile software development company specializing in mobile app development, web application enhancements, and software modernization. The reviews reflect an overwhelmingly positive sentiment, with approximately 90% praising their project management, technical expertise, and responsiveness. Clients appreciate Simform's ability to integrate with in-house teams and their commitment to long-term quality, though some suggest improvements in project requirement clarity and documentation.

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1 of 2 reviews are 5 stars

$200,000 – $999,999 avg. project cost

Reviewed 2 times in the past 6 months
Simform has received positive feedback in recent reviews, highlighting their collaborative approach and commitment to understanding client needs. Clients noted successful project management and effective communication, although some delivery timelines have faced challenges due to evolving requirements. A client emphasized Simform's ability to synthesize complex data into actionable insights and improve system architecture, while another praised their dedication to building sustainable solutions. Areas for improvement include enhancing documentation for end-users to facilitate onboarding.
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Industry Experience

Simform has received positive feedback across various industries, particularly in Education, Hospitality, Information Technology, and Business Services. Clients appreciate their technical expertise, project management skills, and ability to deliver timely results, with notable successes in mobile and web app development. In Education, they modernized registration platforms, while in Hospitality, they created a health and wellness app. Overall, Simform's strengths lie in their adaptability, effective communication, and a collaborative approach, making them a strong choice for clients in diverse sectors seeking innovative development solutions.
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Utilities eCommerce Logistics & Supply Chain Wellness & Fitness Agriculture Media Consulting Human Resources Other industries Construction Legal Gaming Food & Beverages Other Industry Consumer Products Software Arts, entertainment & music Education Real estate Nonprofit Financial services Fitness Information technology Hospitality & leisure Advertising & marketing IT Services Healthcare Business services

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Average Project Cost Breakdown

$50,000 to $199,999 (21) $10,000 to $49,000 (16) $200,000 to $999,999 (15) Less than $10,000 (1)

What Clients Have Said
Simform is recognized for providing good value for money, with clients frequently noting that their pricing aligns well with project budgets. Feedback highlights instances where Simform's cost-effectiveness allowed organizations to achieve significant project goals without overspending. Clients appreciated the transparency in pricing and the absence of hidden costs, contributing to a positive overall perception of value. However, there were occasional concerns about project delays and communication, which impacted perceptions of value in specific instances.
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United States (51) Canada (6) England (4) Germany (4) United Arab Emirates (2) Switzerland (2) Netherlands (1) Norway (1) Singapore (1) Sweden (1) Israel (1) Ireland (1) Hungary (1) Finland (1)

This provider is fluent in 1 language:

English

This provider is available in 4 time zones:

Central Standard Time (CST)

Eastern Standard Time (EST)

Pacific Standard Time (PST)

Mountain Standard Time (MST)

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ROI Amplified

5.0 5 reviews

Verified

$5,000+

$100 - $149 / hr

2 - 9

Orlando, FL

Services provided

11% CRM Consulting and SI

20% Pay Per Click

20% Search Engine Optimization +4 services

20% Social Media Marketing

15% Content Marketing

7% Web Design

7% Web Development

ROI Amplified is a digital marketing agency specializing in website development, online marketing, and automation systems. They receive consistently positive feedback, with 100% of reviewers praising their professionalism, customer service, and effectiveness. Clients commend their ability to meet deadlines and enhance business visibility, with 75% noting improved business outcomes and increased client intakes as a result of their services.

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Reviews mention Honest
The overall sentiment regarding ROI Amplified's honesty is positive. Clients appreciate the transparency and professionalism demonstrated throughout the project. One client noted that the owner, Zack, was 'very straightforward' in addressing questions, fostering trust. Additionally, the consistent on-time delivery of web enhancements and clear communication regarding timelines were highlighted as key strengths, contributing to a high level of client satisfaction.

Online Marketing & Web Enhancement for University

5.0 Jul 18, 2021

Accountable - that's what comes to mind first after working with the team at ROI. They were always clear with timelines and setting proper expectations for completion of tasks in my web site. Transparency and professionalism were evident throughout the project. They always delivered on time, which led to a high level of trust.
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Industry Experience

ROI Amplified has demonstrated expertise across multiple industries, including Consumer Products and Services, Mental Health, Education, and Healthcare. Feedback highlights their strengths in web development, online marketing, and customer service, with a consistent sentiment of professionalism and responsiveness. Clients reported significant improvements in web presence, client intakes, and branding. This provider is well-suited for businesses seeking impactful digital solutions in the mental health, education, and healthcare sectors.
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Education Healthcare Consumer products & services

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Average Project Cost Breakdown

Less than $10,000 (2) $10,000 to $49,000 (2)

What Clients Have Said
Clients generally perceive ROI Amplified as offering good value for money, often highlighting their transparency and professionalism. One client noted a total investment of approximately $30,000, resulting in a significant increase in client intakes from less than 10 to 12-17 per month. Another client appreciated the timely delivery of services, stating that all tasks were completed efficiently and on schedule. Overall, the sentiment reflects satisfaction with the cost relative to the outcomes achieved.
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Orlando, FL

450 S Orange Ave Floor PMB #28
Orlando, FL 32801
2 - 5

(407) 904-2406

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Featured

What are Featured Providers?

CloudMasonry

5.0 15 reviews

Premier Verified

$5,000+

$200 - $300 / hr

50 - 249

Serves Orlando, FL

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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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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Cynoteck Technology Solutions Pvt. Ltd.

4.9 31 reviews

Premier Verified

$10,000+

$25 - $49 / hr

50 - 249

Serves Orlando, FL

Services provided

50% CRM Consulting and SI

10% AI Development

10% ERP Consulting and SI +3 services

10% Low/No Code Development

10% Mobile App Development

10% Web Development

Cynoteck Technology Solutions Pvt. Ltd. is a CRM Consulting and Systems Integration company recognized for its strong work ethic and effective project management. The company successfully developed a robust CRM system for a real estate client, with 100% of feedback highlighting their responsiveness and eagerness to meet client needs.

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Reviews mention Professional
Cynoteck Technology Solutions Pvt. Ltd. has consistently received high praise for their professionalism and responsiveness across various projects. Clients noted the team's deep technical expertise and customer-centric approach, with one client highlighting their 'wonderful experience' and 'high-quality work' delivered on time. Another client emphasized the smooth workflow and effective communication, stating that Cynoteck's professionalism was evident throughout the project. Overall, the sentiment reflects strong satisfaction with their professional conduct and project management.

Web & Mobile App Dev for Tactical Equipment Manufacturer

5.0 May 27, 2023

It was a wonderful experience with Cynotek Team. Highly Professional and supportive. All team members Udit, Pooja, Shamim, Subodh are wonderful persons to interact with. We were impressed by their professionalism with grace.
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Web Development for Cafe & Food Business

5.0 Jul 13, 2022

The workflow was smooth and quite professional. We were getting regular updates about our project and the Cynoteck team was always vigilant in addressing our queries regarding the project. The team was dedicated to providing best-in-class services to me and my team.
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IT Services for Contract Manufacturing Company

5.0 Aug 10, 2020

The project manager that was assigned to our project was extremely responsive and attentive to all of our requests. I found the team to be knowledgeable and professional and will consider them for future IT related projects.
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Custom Web Development for Custom Clothing Company

5.0 Oct 7, 2025

Project management was excellent. Cynoteck’s team delivered every milestone on or ahead of schedule and communicated consistently through each phase. Sparsh, my account manager from Cynoteck team was always proactive, quick to address any queries, and ensured the development followed my vision down to the smallest detail.
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Custom Web Development for Custom Clothing Company

5.0 Oct 7, 2025

The dedication and professionalism shown by the team made it feel like a true partnership rather than a vendor-client relationship. Their attention to detail, commitment to client satisfaction, and ability to transform ideas into a fully functional digital experience truly impressed me. Cynoteck genuinely cares about delivering value, not just completing a project.
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1 of 1 CRM Consulting and SI reviews are 5 stars

$200,000 – $999,999 avg. project cost

CRM Consulting and SI PROJECT HIGHLIGHT

CRM Development for Coworking Space Company
5.0 — Cynoteck Technology Solutions Pvt. Ltd. has been hired to develop a CRM system for a coworking space company. The team handles the entire development process. Read more
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United States (14) India (6) Australia (2) Canada (1) Singapore (1) England (1)

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$3,000 Basic Package ideal for first-time CRM users. $8,000 Standard Package ideal for existing CRM users $15,000 Enhanced Package for CRM power-users

CRM Implementation Packages
Basic Package: CRM Setup, Lead, Opportunity, Contact, Accounts, Activities, Dashboards ||| Standard Package: All features of Basic Package plus Territory Management, Product & Price Book, Lead Channels, Sales Cadence, Mobile App ||| Enhanced Package: All features of Standard Package plus Team Collaboration, Case Management, Automations
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MergeYourData

4.9 5 reviews

$5,000+

$150 - $199 / hr

2 - 9

Orlando, FL

Services provided

20% CRM Consulting and SI

30% BI & Big Data Consulting & SI

20% IT Strategy Consulting +2 services

20% Logistics & Supply Chain Consulting

10% Low/No Code Development

MergeYourData is a data integration and analytics consulting firm specializing in custom automation and dashboard solutions. Clients consistently praise the founder, Dan, for his collaborative approach and deep expertise, particularly in platforms like HubSpot and automation tools like Make.com. Over 80% of reviewers highlight Dan's responsiveness, efficiency, and problem-solving skills, underscoring the company's ability to deliver tailored, effective solutions.

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Reviews mention Timely
Overall, client feedback regarding MergeYourData's timeliness is highly positive. Clients noted Dan's quick responses and effective communication throughout their projects. For instance, one client emphasized the rapid turnaround time and how Dan was prompt in making adjustments when issues arose. Another client mentioned that despite an expanded project scope, Dan provided clear options and timelines, showcasing his collaborative approach. This consistent feedback reflects a strong sentiment of reliability and efficiency in project delivery.

HubSpot Implementation for Content Strategy Agency

5.0 Aug 14, 2022

The workflow was extremely effective. MergeYourData.com evaluated my site and assessed my needs accurately and quickly. They had me up and running very quickly.
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Automation System Development for Consulting Firm

5.0 Aug 10, 2022

Dan followed our invoice sends when we got up and running. He quickly made adjustments when the scenario ran into a glitch and it's been working well since. I was impressed with quick responses and quick turnaround time.
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Industry Experience

MergeYourData has demonstrated expertise across various industries, including Healthcare, Advertising & Marketing, Consulting, and Pet Care. Clients commend their strong project management, adaptability, and collaborative approach. In Healthcare, they successfully built subscription dashboards, enhancing data accuracy. In Advertising, they streamlined automations, improving efficiency. Consulting clients praised their deep knowledge of platforms like HubSpot. Overall, feedback highlights MergeYourData's strengths in data analytics and automation solutions, making them a suitable partner for businesses seeking innovation in these sectors.
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Advertising & marketing Consulting Other Industry Healthcare

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Average Project Cost Breakdown

Less than $10,000 (4) $10,000 to $49,000 (1)

What Clients Have Said
Clients consistently highlight MergeYourData's competitive pricing and excellent value for money. One client noted the company's 'good value for cost' while another emphasized the quick turnaround and effective communication, which contributed to a positive experience. The owner of a marketing agency appreciated the cost-effective automation solution, stating it alleviated a significant operational headache. Overall, the sentiment reflects satisfaction with both the affordability and quality of services provided.
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$4,500 $8,500 $16,500

Precision Signal Strategy Revenue Booster
Get a 15% boost in revenue in 6 months or less. PLUS, know the data points that indicate prospects will buy. Integrate all your financial, sales, marketing, and customer success data in your CRM.
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The Sailor Group

5.0 2 reviews

Undisclosed

$150 - $199 / hr

2 - 9

Winter Garden, FL

Services provided

30% CRM Consulting and SI

25% Custom Software Development

20% Cloud Consulting & SI +2 services

15% IT Managed Services

10% Mobile App Development

The Sailor Group is a technology solutions provider specializing in Salesforce.com integrations and customizations, known for their exceptional collaboration and cost-effective service model. Reviewers consistently praise their willingness to accommodate client needs without excessive billing, with 100% of feedback highlighting their understanding of industry needs and realistic approach to problem-solving.

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Reviews mention Reasonable pricing
Clients consistently commend The Sailor Group for their reasonable pricing and transparency in billing practices. One client noted that the Sailor Group's comprehensive services were surprisingly affordable, stating, "I wasn’t aware that I could have that kind of work done for such a reasonable rate." Another highlighted their approach, saying, "They don’t charge for every single item" and emphasized their willingness to make financial accommodations during tough times. Overall, the sentiment regarding pricing is overwhelmingly positive, indicating value and fairness.

Salesforce Customization for Business IT Firm

5.0 Apr 22, 2013

They don’t charge for every single item. They listen to you. That really separated them from many of the other companies I’ve worked with. The Sailor Group’s project team was a pleasure to work with. They take a realistic approach to their solutions. More importantly, they didn’t bill us for those kinds of modifications or alterations. That work was merely a part of the implementation process. They clearly take pride in their work and it shows.
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Salesforce Customization for Business IT Firm

5.0 Apr 22, 2013

Being a small company can sometimes put us at a disadvantage because we don’t have the same level of resources that larger firms do. Because of that, finding a partner that makes a concerted effort to understand your business needs, at a reasonable cost, can be quite difficult. We’re of course always willing to pay so long as it’s a reasonable and fair price. The larger software companies will charge you incessantly for every minute thing. It’s like they’re building a house, charging you for every brick. The Sailor Group has never done that.
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Salesforce Customization for Business IT Firm

5.0 Apr 22, 2013

They’re an excellent business partner. They do what they say in a timely fashion and they don’t charge for everything; they don’t nickel and dime you to death. They make a real effort to understand the industry, which is of great importance to us. I’ve recommended them to probably a dozen people in our industry. And I just tell them to sign up, no questions asked.
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Industry Experience

The Sailor Group has received positive feedback primarily from clients within the Information Technology and IT Services industries. Their strengths lie in seamless integration services and a collaborative approach, which prioritize client needs without excessive billing. Clients appreciated their ability to automate processes and provide cost-effective solutions. The overall sentiment is highly favorable, highlighting their understanding of industry requirements and commitment to delivering timely results, making them a suitable partner for businesses in technology-driven sectors.
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Information technology IT Services

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Average Project Cost Breakdown

Less than $10,000 (1) $10,000 to $49,000 (1)

What Clients Have Said
Clients consistently commend The Sailor Group for their fair pricing and exceptional value for money. One client highlighted that their project, costing under $5,000, provided an all-inclusive package with unlimited support, significantly cheaper than competitors. They appreciated that The Sailor Group does not charge for every minor modification, emphasizing their commitment to client satisfaction. Overall, feedback reflects a strong sentiment of trust and value, with clients willing to recommend their services based on cost-effectiveness and quality.
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VALiNTRY

Not yet reviewed

$5,000+

$200 - $300 / hr

50 - 249

Maitland, FL

Services provided

65% CRM Consulting and SI

25% IT Staff Augmentation

10% Finance & Accounting Outsourcing (FAO)

CRM consulting and SI company VALiNTRY was established in 2013. The agency offers CRM consulting and SI and IT staff augmentation, and is midsize.
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VALINTRY

Not yet reviewed

$10,000+

$100 - $149 / hr

250 - 999

Maitland, FL

Services provided

45% CRM Consulting and SI

45% IT Managed Services

10% Cloud Consulting & SI

CRM consulting and SI company VALINTRY was founded in 2013. The team focuses on CRM consulting and SI and IT managed services.
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Dynamics 365 Consulting Services

Not yet reviewed

$10,000+

$50 - $99 / hr

10 - 49

Orlando, FL

Services provided

50% CRM Consulting and SI

50% ERP Consulting and SI

Dynamics 365 Consulting Services is an ERP consulting and SI and CRM consulting and SI company. Founded in 2020, the firm specializes in ERP consulting and SI and CRM consulting and SI.
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Retailbox

Not yet reviewed

$1,000+

$50 - $99 / hr

2 - 9

Orlando, FL

Services provided

25% CRM Consulting and SI

40% AI Development

15% API Development +2 services

10% Custom Software Development

10% Low/No Code Development

Retailbox, a small AI firm, is headquartered in Orlando, Florida. The team provides Artificial Intelligence and CRM consulting and SI.
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Aquiva

Not yet reviewed

Undisclosed

Undisclosed

50 - 249

Orlando, FL

Services provided

30% CRM Consulting and SI

35% BI & Big Data Consulting & SI

35% Custom Software Development

Aquiva is a big data company. They focus on BI & big data consulting & SI and Custom Software Development and are located in Orlando, Florida and Berlin, Germany.
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Narware

Not yet reviewed

$1,000+

$100 - $149 / hr

10 - 49

Orlando, FL

Services provided

33% CRM Consulting and SI

34% Custom Software Development

33% Other Application Development

Narware is a custom software development company. They were founded in 2021 and specialize in Custom Software Development and CRM consulting and SI.
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Captivea USA

Not yet reviewed

Undisclosed

Undisclosed

10 - 49

Orlando, FL

Services provided

25% CRM Consulting and SI

55% ERP Consulting and SI

10% Business Consulting +2 services

5% Accounting

5% Search Engine Optimization

Captivea USA is a small ERP consulting and SI company based in Orlando, Florida. The team focuses on ERP consulting and SI and CRM consulting and SI.
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Get Me Automated

Not yet reviewed

$1,000+

$150 - $199 / hr

2 - 9

Winter Springs, FL

Services provided

25% CRM Consulting and SI

20% AI Development

20% Web Development +3 services

15% Low/No Code Development

10% AI Agents

10% AI Consulting

Get Me Automated is a small Winter Springs, Florida-based CRM consulting and SI company. The team specializes in CRM consulting and SI and Web Development.
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Ops Automators

Not yet reviewed

$1,000+

$100 - $149 / hr

2 - 9

Longwood, FL

Services provided

30% CRM Consulting and SI

45% Business Consulting

15% AI Development +1 service

10% IT Strategy Consulting

Ops Automators is a small Business Consulting company based in Longwood, Florida. The team provides Business Consulting and CRM consulting and SI.
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Techfirst Technologies

Not yet reviewed

Undisclosed

$25 - $49 / hr

10 - 49

Orlando, FL

Services provided

20% CRM Consulting and SI

40% Custom Software Development

20% ERP Consulting and SI +2 services

10% UX/UI Design

10% Web Design

Launched in 2013, Techfirst Technologies is a small Orlando, Florida-based custom software development company. Their team specializes in Custom Software Development and CRM consulting and SI.
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Quantic Cloud

Not yet reviewed

$10,000+

$25 - $49 / hr

10 - 49

Windermere, FL

Services provided

10% CRM Consulting and SI

25% Cloud Consulting & SI

25% IT Managed Services +2 services

20% AI Development

20% Custom Software Development

Quantic Cloud is a cloud consulting & SI company founded in 2018. In Indore, India and Windermere, Florida, the team provides cloud consulting & SI and IT managed services.
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Windermere, FL

11836 Water Run Alley
Windermere, FL 34786
10 - 15

3154000480

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Zeta-V Technology Solution Inc.

Not yet reviewed

$5,000+

< $25 / hr

10 - 49

Orlando, FL

Services provided

10% CRM Consulting and SI

30% IT Staff Augmentation

15% Finance & Accounting Outsourcing (FAO) +5 services

10% Custom Software Development

10% E-Commerce Development

10% ERP Consulting and SI

10% IT Strategy Consulting

5% Mobile App Development

Zeta-V Technology Solution Inc., an IT staff augmentation company, provide IT staff augmentation and Finance & Accounting Outsourcing (FAO). They were launched in 2017.
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CRMified

Not yet reviewed

Undisclosed

Undisclosed

2 - 9

Orlando, FL

Services provided

35% CRM Consulting and SI

35% IT Managed Services

30% Cloud Consulting & SI

Established in 2011, CRMified is a CRM consulting and SI company. The team focuses on CRM consulting and SI and IT managed services.
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Altria Consulting

Not yet reviewed

Undisclosed

Undisclosed

50 - 249

Orlando, FL

Services provided

25% CRM Consulting and SI

50% BI & Big Data Consulting & SI

25% ERP Consulting and SI

Altria Consulting, a midsize business intelligence company, is headquartered in Orlando, Florida and Sri Lanka. The team focuses on BI & big data consulting & SI and CRM consulting and SI.
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Raison D'etre Consulting, LLC

Not yet reviewed

$1,000+

$200 - $300 / hr

2 - 9

Orlando, FL

Services provided

10% CRM Consulting and SI

25% Business Consulting

10% Content Marketing +7 services

10% Digital Strategy

10% Print Design

10% Search Engine Optimization

10% Web Design

5% Affiliate Marketing

5% Branding

5% Logo

Raison D'etre Consulting, LLC, a Business Consulting company, offer Business Consulting and Digital Strategy. They were established in 2021.
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B-1 Digital

Not yet reviewed

$1,000+

Undisclosed

2 - 9

Orlando, FL

Services provided

10% CRM Consulting and SI

15% Email Marketing

15% Marketing Strategy +4 services

15% Pay Per Click

15% Search Engine Optimization

15% Social Media Marketing

15% Web Design

B-1 Digital is a Marketing Strategy company. The company is based in Orlando, Florida. Their team specializes in Marketing Strategy and Social Media Marketing.
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ConeKtionsCX LLC

Not yet reviewed

Undisclosed

Undisclosed

2 - 9

Winter Springs, FL

Services provided

100% CRM Consulting and SI

ConeKtionsCX LLC is a CRM consulting and SI company. The agency is located in Winter Springs, Florida. Their services include CRM consulting and SI.
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SoVerve Marketing Group

Not yet reviewed

Undisclosed

Undisclosed

10 - 49

Orlando, FL

Services provided

100% CRM Consulting and SI

SoVerve Marketing Group is a CRM consulting and SI company. They provide CRM consulting and SI and are located in Orlando, Florida.
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GB Advisors

Not yet reviewed

Undisclosed

Undisclosed

50 - 249

Orlando, FL

Services provided

20% CRM Consulting and SI

40% IT Strategy Consulting

20% Cybersecurity +1 service

20% IT Managed Services

GB Advisors is an IT strategy consulting company. They are headquartered in Orlando, Florida and have midsize team. They offer IT strategy consulting and CRM consulting and SI.
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Intelli ERP Software, LLC

Not yet reviewed

Undisclosed

Undisclosed

50 - 249

Lake Mary, FL

Services provided

20% CRM Consulting and SI

20% Business Consulting

20% ERP Consulting and SI +2 services

20% IT Managed Services

20% Mobile App Development

Intelli ERP Software, LLC is a midsize Lake Mary, Florida-based CRM consulting and SI company. Their services include CRM consulting and SI and ERP consulting and SI.
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Office Hub Tech LLC | Zoho Consultant | Authorized Zoho partner

2.8 2 reviews

Undisclosed

Undisclosed

50 - 249

Sanford, FL

Services provided

20% CRM Consulting and SI

20% Business Consulting

20% ERP Consulting and SI +2 services

20% Robotics Process Automation

20% Web Development

Office Hub Tech LLC | Zoho Consultant | Authorized Zoho partner is a CRM Consulting and Systems Integration company specializing in Zoho CRM customization and integration. The reviews indicate overwhelmingly negative feedback, highlighting issues such as unfulfilled deliverables, poor communication, and unresponsiveness, with 100% of reviewers expressing dissatisfaction with the company's performance and professionalism.

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0 of 1 CRM Consulting and SI reviews are 5 stars

1 new review for CRM Consulting and SI in past 6 months

Less than $10,000 avg. project cost

CRM Consulting and SI PROJECT HIGHLIGHT

Custom Software Dev, CRM SI & QA for Landscaping Company
5.0 — Office Hub Tech LLC | Zoho Consultant | Authorized Zoho partner developed a live chat solution for a landscaping company. The team integrated the solution with the client's Zoho SalesIQ system and Read more
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Industry Experience

Office Hub Tech LLC has primarily worked within the Education sector, particularly focusing on vocational education services. Feedback indicates significant issues with project management, communication, and deliverable fulfillment, culminating in a non-functional Zoho CRM for the client. The overall sentiment is negative, highlighting a lack of professionalism and responsiveness. Potential clients in the education industry should carefully consider this provider's track record before engaging, as their expertise and reliability appear limited.
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Education

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Average Project Cost Breakdown

What Clients Have Said
Client feedback on Office Hub Tech LLC indicates significant dissatisfaction regarding cost and value for money. One review highlighted that despite paying for services, the client received a non-functional Zoho CRM, with key deliverables left incomplete. The project, initially promised to be completed in three weeks, remained unfinished months later, leading to frustration and a perceived lack of professionalism. Overall, clients express that the company's pricing does not align with the quality and responsiveness expected.
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McGaw

Not yet reviewed

Undisclosed

Undisclosed

10 - 49

Orlando, FL

Services provided

20% CRM Consulting and SI

20% Marketing Strategy

20% Sales Outsourcing +4 services

10% BI & Big Data Consulting & SI

10% Business Consulting

10% Low/No Code Development

10% Market Research

McGaw is a small Marketing Strategy company launched in 2014. Their team focuses on Marketing Strategy and BI & big data consulting & SI.
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Integrass

Not yet reviewed

Undisclosed

Undisclosed

50 - 249

Lake Mary, FL

Services provided

20% CRM Consulting and SI

20% Application Testing

20% Cloud Consulting & SI +2 services

20% Custom Software Development

20% IT Strategy Consulting

Launched in 2007, Integrass is an IT strategy consulting company. Their team specializes in IT strategy consulting and cloud consulting & SI.
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Skysoft Incorporated

Not yet reviewed

Undisclosed

Undisclosed

2 - 9

Orlando, FL

Services provided

20% CRM Consulting and SI

20% Cloud Consulting & SI

20% Custom Software Development +2 services

20% ERP Consulting and SI

20% Web Development

Skysoft Incorporated is a cloud consulting & SI company. The Orlando, Florida-based firm offers cloud consulting & SI and CRM consulting and SI.
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Jeffrey Bosworth

Not yet reviewed

Undisclosed

Undisclosed

Freelancer

Orlando, FL

Services provided

40% CRM Consulting and SI

40% Fractional CMO Services

10% Content Marketing +1 service

10% Content Writing Services

CRM consulting and SI company Jeffrey Bosworth provides CRM consulting and SI and Fractional CMO Services. They were established in 2008.
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Cathexis Partners

Not yet reviewed

Undisclosed

Undisclosed

10 - 49

Four Corners, FL

Services provided

40% CRM Consulting and SI

30% Web Design

30% Web Development

Cathexis Partners is a CRM consulting and SI company. The Four Corners, Florida-based firm was established in 2008. Their team provides CRM consulting and SI and Web Design.
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Innovative Media Creations

Not yet reviewed

Undisclosed

$25 - $49 / hr

Freelancer

Orlando, FL

Services provided

20% CRM Consulting and SI

30% Low/No Code Development

30% Robotics Process Automation +2 services

10% Business Consulting

10% Document Digitization & Management

Innovative Media Creations, a small Low/No Code Development company, is based in Orlando, Florida. Their services include Low/No Code Development and Robotics Process Automation.
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Insight Sales

Not yet reviewed

Undisclosed

Undisclosed

2 - 9

Orlando, FL

Services provided

20% CRM Consulting and SI

20% Back Office Outsourcing

20% Business Consulting +3 services

15% Customer Service Outsourcing

15% Sales Outsourcing

10% BI & Big Data Consulting & SI

In Sao Paulo, Brazil and Orlando, Florida, Insight Sales is a CRM consulting and SI company. Launched in 2018, the team focuses on CRM consulting and SI and Business Consulting.
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Orlando, FL

7345 W Sand Lake Rd Ste 210
Orlando, FL 32819
1

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Oasis Intelligence LLC

Not yet reviewed

Undisclosed

Undisclosed

2 - 9

Orlando, FL

Services provided

10% CRM Consulting and SI

20% Mobile App Development

20% Web Development +5 services

10% API Development

10% Cloud Consulting & SI

10% Custom Software Development

10% DevOps Managed Services

10% UX/UI Design

Launched in 2021, Oasis Intelligence LLC, a small website development firm, is in Orlando, Florida. Their team specializes in Web Development and Mobile App Development.
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Southern Cloud Solutions

Not yet reviewed

Undisclosed

Undisclosed

2 - 9

Cocoa Beach, FL

Services provided

100% CRM Consulting and SI

Southern Cloud Solutions is a CRM consulting and SI company. The Cocoa Beach, Florida-based team specializes in CRM consulting and SI.
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Imagine Believe Realize, LLC.

Not yet reviewed

Undisclosed

Undisclosed

50 - 249

Rockledge, FL

Services provided

20% CRM Consulting and SI

20% Custom Software Development

20% Cybersecurity +2 services

20% Mobile App Development

20% Web Development

Imagine Believe Realize, LLC. Is a CRM consulting and SI company founded in 2007. The agency specializes in CRM consulting and SI and Cybersecurity.
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ABL3

Not yet reviewed

$1,000+

$100 - $149 / hr

2 - 9

Lakeland, FL

Services provided

40% CRM Consulting and SI

40% AI Agents

20% Marketing Strategy

Established in 2022, ABL3 is a CRM consulting and SI company. Their services include CRM consulting and SI and AI Agents.
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PradeepIT Consulting Services Private Limited

5.0 4 reviews

$1,000+

$25 - $49 / hr

50 - 249

Zephyrhills, FL

Services provided

20% CRM Consulting and SI

20% IT Staff Augmentation

10% ERP Consulting and SI +8 services

10% Staffing

10% Web Development

5% Cloud Consulting & SI

5% HR Outsourcing

5% IT Managed Services

5% IT Strategy Consulting

5% Mobile App Development

5% Recruiting

PradeepIT Consulting Services Private Limited offers custom software development, web development, and recruitment services. The reviews consistently praise their excellent communication, timely project delivery, and alignment with client needs. Clients appreciate their dedication, expertise, and flexibility, with no significant areas for improvement noted.

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Zephyrhills, FL

Azalea Ridge Drive
Zephyrhills, FL 33545
21 - 30

+1 (408) 585-8452

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Opervex

5.0 1 review

$25,000+

$150 - $199 / hr

2 - 9

Tampa, FL

Services provided

15% CRM Consulting and SI

30% AI Agents

25% Custom Software Development +2 services

15% AI Development

15% Generative AI

Opervex is a software development company specializing in enhancing ERP platforms for wholesale and distribution businesses. Their reviews highlight a 100% positive response, emphasizing their technical expertise, business understanding, and commitment to long-term scalability. A notable 100% of reviewers commend their responsiveness and ability to deliver projects on time, contributing to significant performance improvements and increased platform stability.

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1 of 1 reviews is 5 stars

Unknown avg. project cost

Reviewed 1 time in the past 6 months
Opervex has received positive feedback in recent reviews, highlighting their responsiveness, effective communication, and technical expertise. Clients noted significant performance improvements, such as reducing report loading times from minutes to seconds, and praised Opervex for their comprehensive approach to understanding both technical and business aspects of projects. While some clients suggested a need for more upfront documentation on complex changes, overall sentiment remains highly favorable, with clients appreciating the company's alignment with their values and flexible project management.
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Industry Experience

Opervex has demonstrated substantial expertise in enhancing ERP and business management platforms, particularly within the wholesale and distribution sectors. Feedback highlights their strengths in improving infrastructure, performance, and security, while also developing AI capabilities for scalability. Clients appreciate Opervex's responsiveness, technical depth, and business acumen, facilitating efficient project management and impactful results. Overall, the sentiment is positive, indicating that Opervex is well-suited for industries requiring complex software solutions and robust operational support.
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Average Project Cost Breakdown

What Clients Have Said
Opervex has received positive feedback regarding its overall cost and value for money, with clients noting a 'good value for cost' and a strong alignment of company values. One client highlighted significant performance improvements and effective project management, emphasizing Opervex's responsiveness and ability to deliver on time. The combination of technical expertise and business understanding contributed to a perception of high value, although some clients suggested that more upfront documentation could enhance the experience.
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Kelp Creative Agency

Not yet reviewed

$1,000+

$100 - $149 / hr

2 - 9

Brooksville, FL

Services provided

15% CRM Consulting and SI

25% Web Development

10% Digital Strategy +8 services

10% E-Commerce Development

10% Web Design

8% UX/UI Design

5% Content Marketing

5% Pay Per Click

5% Search Engine Optimization

5% Social Media Marketing

2% Mobile App Development

Established in 2018, Kelp Creative Agency is a small website development firm headquartered in Brooksville, Florida. Their team provides Web Development and CRM consulting and SI.
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Apex Social Co

Not yet reviewed

$1,000+

$25 - $49 / hr

Freelancer

Melbourne, FL

Services provided

10% CRM Consulting and SI

10% AI Agents

10% AI Consulting +9 services

10% AI Development

10% Conversion Optimization

10% Demand Generation Marketing

10% Generative AI

10% Sales Outsourcing

5% Call Center Services

5% Email Marketing

5% IT Strategy Consulting

5% SMS Marketing

Apex Social Co is an AI Consulting company. Their small team of employees is located in Melbourne, Florida. Their team specializes in AI Consulting and Artificial Intelligence.
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Sun$hine Consulting

Not yet reviewed

Undisclosed

Undisclosed

2 - 9

West Melbourne, FL

Services provided

15% CRM Consulting and SI

30% HR Consulting

30% IT Strategy Consulting +2 services

15% Corporate Training & Coaching

10% ERP Consulting and SI

Small IT strategy consulting company Sun$hine Consulting, is located in West Melbourne, Florida. The team specializes in IT strategy consulting and HR Consulting.
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Free Thinkers Consulting

Not yet reviewed

$5,000+

$150 - $199 / hr

2 - 9

Brandon, FL

Services provided

35% CRM Consulting and SI

25% Custom Software Development

15% API Development +2 services

15% Application Management & Support

10% Low/No Code Development

Free Thinkers Consulting is a CRM consulting and SI company based in Brandon, Florida and San Diego, California. They focus on CRM consulting and SI and Custom Software Development.
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$3,950 Best for small teams or early-stage startups $7,650 Ideal for growing SMBs and mid-market firms $14,950 Built for large teams or complex orgs

Managed Salesforce Services
Monthly support and development from a senior-level, on-shore Salesforce team. We handle admin tasks, custom enhancements, integrations, and strategy so your CRM keeps up as your business grows
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VFP Consulting

Not yet reviewed

Undisclosed

Undisclosed

10 - 49

Brandon, FL

Services provided

25% CRM Consulting and SI

35% ERP Consulting and SI

30% Business Consulting +1 service

10% Low/No Code Development

VFP Consulting, a CRM consulting and SI company, is located in Brandon, Florida. The team offers CRM consulting and SI and ERP consulting and SI.
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Monarch Solutions

Not yet reviewed

Undisclosed

Undisclosed

2 - 9

Melbourne, FL

Services provided

10% CRM Consulting and SI

20% API Development

10% AI Development +6 services

10% BI & Big Data Consulting & SI

10% E-Commerce Development

10% Low/No Code Development

10% Mobile App Development

10% UX/UI Design

10% Web Development

Monarch Solutions is a CRM consulting and SI company. They are in Melbourne, Florida. Their team focuses on CRM consulting and SI and API Development.
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Yotomations LLC

5.0 2 reviews

$1,000+

$100 - $149 / hr

2 - 9

Lutz, FL

Services provided

10% CRM Consulting and SI

10% AI Agents

10% AI Consulting +7 services

10% AI Development

10% API Development

10% Custom Software Development

10% Generative AI

10% Low/No Code Development

10% Robotics Process Automation

10% Web Development

Yotomations is a Tampa-based AI and automation consultancy founded by Yaakov (Koby) Oranski. We help businesses of all sizes streamline operations, automate sales, and scale faster by combining
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TrothIT

Not yet reviewed

Undisclosed

Undisclosed

2 - 9

Seffner, FL

Services provided

20% CRM Consulting and SI

20% BI & Big Data Consulting & SI

20% IT Staff Augmentation +2 services

20% Mobile App Development

20% Search Engine Optimization

TrothIT, a small SEO agency, is based in Seffner, Florida. The team offers Search Engine Optimization and BI & big data consulting & SI.
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Paid Ads Pros

Not yet reviewed

Undisclosed

Undisclosed

2 - 9

Palm Coast, FL

Services provided

10% CRM Consulting and SI

20% Search Engine Optimization

10% Advertising +6 services

10% Conversion Optimization

10% Email Marketing

10% Marketing Strategy

10% Pay Per Click

10% Social Media Marketing

10% Web Design

Paid Ads Pros, a SEO agency, is headquartered in Palm Coast, Florida. Founded in 2019, the team offers Search Engine Optimization and Advertising.
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Reviews mention Well-organized projects

WordPress & HubSpot Web Dev Projects for PR & Marketing Firm

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Web Dev & Design for Nonprofit Organization

Reviewed 2 times in the past 6 months

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Reviewed 2 times in the past 6 months

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Online Marketing & Web Enhancement for University

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Salesforce Support for Publishing Company

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Reviews mention Professional

Web & Mobile App Dev for Tactical Equipment Manufacturer

Web Development for Cafe & Food Business

IT Services for Contract Manufacturing Company

Custom Web Development for Custom Clothing Company

Custom Web Development for Custom Clothing Company

CRM Development for Coworking Space Company

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What Clients Have Said

Precision Signal Strategy Revenue Booster

Reviews mention Reasonable pricing

Salesforce Customization for Business IT Firm

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Salesforce Customization for Business IT Firm

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Custom Software Dev, CRM SI & QA for Landscaping Company

Industry Experience

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What Clients Have Said

Reviewed 1 time in the past 6 months

Industry Experience

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What Clients Have Said

Managed Salesforce Services

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