Top CRM Consultants in Portland
22 Companies
List of the Top Portland CRM Companies
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Featured
What are Featured Providers?
$5,000+$200 - $300 / hr10 - 49Serves Portland, ORServices provided
80% CRM Consulting and SI20% Business ConsultingSee all 81 projectsSet2Close is a CRM Consultancy firm specializing in CRM Implementation, CRM Integration, and Customer Relationship Management Consulting. The company consistently receives high praise for its responsive and knowledgeable staff, effective CRM Systems Integration, and customer-focused approach, as reflected in 100% positive feedback. Many clients highlight the firm's ability to deliver projects on time and its strategic guidance, with 85% mentioning the value-for-cost proposition.
Reviews mention Well-organized projects
Clients have consistently praised Set2Close for their well-organized project management. For instance, one CEO noted their 'highly organized, responsive, and consistent' approach, highlighting timely deliverables and proactive communication that ensured smooth project progress. Another client emphasized that all training materials were delivered on schedule, showcasing Set2Close's commitment to adhering to timelines. Overall, feedback reflects a strong sentiment of reliability and efficiency in managing projects, with no significant areas for improvement identified.-
HubSpot Migration for Camping Trailer Company
5.0 Feb 12, 2025Virtual Meetings were scheduled in advance and attended promptly, with the requested information available and ready for each meeting. Supplemental emails and calls where necessary were prompt and helpful.
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HubSpot Onboarding for Construction Consulting Company
5.0 Apr 1, 2025Set 2 Close was well organized, kept our meeting cadence flowing and were able to respond in under 24hrs for our adhoc requests/questions.
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CRM System Implementation for ERP Platform Company
5.0 Dec 3, 2025Set2Close.io’s project management throughout the implementation was highly organized, responsive, and consistent. Deliverables were completed on time and aligned with the agreed-upon timeline, with clear communication at every stage. The team maintained a structured approach that included regular check-ins, status updates, and documented action items, which kept the project moving smoothly and prevented bottlenecks.
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Industry Experience
Set2Close has garnered positive feedback across various industries, including Medical, Financial Services, Consulting, and Manufacturing. Clients commend their expertise in HubSpot implementation, project management, and responsiveness. In the Medical sector, they excelled in onboarding and optimizing systems for surgical models. In Financial Services, they are praised for effective CRM training. Their strengths lie in understanding unique business needs and providing tailored solutions, establishing them as a reliable partner for organizations across diverse fields seeking CRM optimization and sales process enhancement.
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Restaurants Wellness & Fitness Consulting Insurance Business services Consumer Products Retail Non-profit Information technology Arts, entertainment & music Education Agriculture Real estate Advertising & marketing Financial services Construction Transportation Software IT Services Other Industry Healthcare Human Resources Medical ManufacturingWas this helpful?
More responsive than most other service providers
Get in TouchSet2Close is very responsive
They are a great candidate to start a conversation with. Send them a short message or project inquiry.Was this helpful?
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This provider is fluent in 2 languages:
- English
- French
$5,000+$200 - $300 / hr50 - 249Serves Portland, ORServices provided
100% CRM Consulting and SISee all 15 projectsCloudMasonry 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.
Reviews mention Personable
The client feedback highlights CloudMasonry's personable approach, with clients expressing appreciation for their proactive communication and ease of collaboration. One client noted, "I enjoyed how personable they were; a pleasure to work with!" Another emphasized their agility and how they felt "in good hands" during the project. Overall, the sentiment is overwhelmingly positive, indicating that CloudMasonry's team is approachable and responsive, fostering a pleasant working relationship.-
B2B Analytics Deployment for Consumer Electronics Firm
5.0 Aug 4, 2020They are agile, personable, and easy to work with. We felt like we were in good hands when working with CloudMasonry. Great communication, never had to wait for anything.
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Salesforce Support for Publishing Company
5.0 Jan 23, 2025I was impressed with the pace of work and how proactive CloudMasonry were in ensuring all questions/issues were covered. I also enjoyed how personable they were; a pleasure to work with!
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6 of 6 CRM Consulting and SI reviews are 5 stars1 new review for CRM Consulting and SI in past 6 months$50,000 – $199,999 avg. project costRead 6 ReviewsCRM 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 moreWas this helpful?
Industry Experience
CloudMasonry has received positive feedback across various industries, including Publishing, Education, Insurance, Financial Services, Nonprofit, IT Services, Utilities, Arts, Entertainment & Music, and Pharmaceuticals. Clients praise their expertise in Salesforce implementation, project management, and proactive communication. The overall sentiment is highly favorable, highlighting their strengths in understanding client needs and delivering on time. Educational institutions and financial services firms particularly commend their ability to enhance communication strategies and optimize reporting, making them a strong fit for clients in these sectors.
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Publishing Education Insurance Financial services Nonprofit IT Services Utilities Arts, entertainment & music Consumer Products PharmaceuticalsWas this helpful?
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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)
$10,000+$25 - $49 / hr50 - 249Serves Portland, ORServices provided
50% CRM Consulting and SI10% AI Agents10% AI Development +3 services10% ERP Consulting and SI10% Low/No Code Development10% Web DevelopmentSee all 31 projectsCynoteck Technology Solutions Pvt. Ltd. is a CRM Consulting and Systems Integration company known for its strong work ethic and effective project management. They deliver robust CRM solutions with high responsiveness and eagerness to meet client needs, as evidenced by positive feedback from all reviewers.
More responsive than most other service providers
Get in TouchCynoteck Technology Solutions Pvt. Ltd. is very responsive
They are a great candidate to start a conversation with. Send them a short message or project inquiry.Was this helpful?
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This provider is fluent in 1 language:
- English
$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-usersView PackagesCRM 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, AutomationsWas this helpful?
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Cascade Web Development
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$5,000+$150 - $199 / hr2 - 9West Linn, ORServices provided
10% CRM Consulting and SI40% Web Development10% Digital Strategy +4 services10% E-Commerce Development10% Graphic Design10% Search Engine Optimization10% Web DesignSee all 10 projectsCascade Web Development is a web development company known for creating modern, user-friendly, and secure websites tailored to unique client needs. With 100% positive feedback, clients praise their responsive communication, creative problem-solving, and commitment to client values, resulting in successful project outcomes. A notable 50% of reviews highlight their effective project management and client-specific customization.
2 of 3 reviews are 5 stars$10,000 – $49,000 avg. project costRead 3 Recent ReviewsReviewed 3 times in the past 6 months
In recent reviews, clients expressed high satisfaction with Cascade Web Development's responsiveness and tailored solutions. One client praised the company's ability to deliver a unique website that aligned with their brand identity, while another highlighted the efficient project management and timely communication. Clients appreciated the creative problem-solving and the absence of pressure for upselling. Overall, the sentiment is overwhelmingly positive, with no significant areas for improvement noted.Was this helpful?
Industry Experience
Cascade Web Development has demonstrated expertise across multiple industries including hospitality, legal, financial services, and nonprofit sectors. Clients commend their responsiveness, creative problem-solving, and ability to produce tailored solutions. Positive sentiment is prevalent, particularly in hospitality and legal industries, where their focus on unique client needs and modern, user-friendly designs stands out. Their work has significantly improved client engagement and operational efficiency, making them a strong contender for projects in these fields.
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Nonprofit Financial services Food & Beverages Hospitality & leisure Other industries LegalWas this helpful?
Average Project Cost Breakdown
Read All ReviewsWhat 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.Was this helpful?
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$5,000+$100 - $149 / hr10 - 49Portland, OR
Services provided
60% CRM Consulting and SI20% Account-Based Marketing20% ERP Consulting and SISee all 6 projectsEverpeak 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.
Reviews mention Accessible
Clients have praised Everpeak for their accessibility and responsiveness throughout project engagements. One client highlighted their ability to accommodate busy schedules, particularly during conferences, ensuring that project timelines were met seamlessly. Feedback noted the professionalism and approachability of team members, creating a comfortable environment where client needs were prioritized. Overall, sentiment regarding accessibility was highly positive, with clients expressing confidence in Everpeak's commitment to effective communication and support.-
CRM Consulting & SI for HR Consulting Company
5.0 Sep 25, 2024Everpeak Consulting demonstrated excellent project management throughout our engagements. They were highly responsive, ensuring that we stayed on track with our project items while also accommodating our busy schedules, particularly during our hectic conference timeframe. Their ability to work with our timeline and effectively manage deadlines made the entire process seamless.
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Industry Experience
Everpeak has demonstrated expertise across various industries, including Consumer Products, Construction, Software, Human Resources, and Sports. Clients commend their deep understanding of Salesforce, effective project management, and strong communication skills. Feedback highlights their ability to automate processes, improve operational efficiency, and deliver tailored solutions. Overall, client sentiment is positive, indicating that Everpeak is especially well-suited for organizations in need of Salesforce optimization and workflow automation in these sectors.
Read All ReviewsSelect Industry to see insights
Construction Consumer products & services Software Consumer Products Human Resources SportsWas this helpful?
Average Project Cost Breakdown
Read All ReviewsWhat 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.Was this helpful?
1 of 2 Portland-based review is 5 stars$10,000 – $49,000 avg. project cost for CRM Consulting and SI services in PortlandRead All ReviewsPortland-based CRM Consulting and SI project highlight
CRM & Email Marketing Migration for EdTech Company
4.5 — Everpeak provided CRM consulting services for an edtech company. The team provided Salesforce account engagement assurance and Mailchimp migration to aid the client with issues with their email Read moreWas this helpful?
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$5,000+$100 - $149 / hr10 - 49Portland, OR
Services provided
20% CRM Consulting and SI20% Business Consulting15% Custom Software Development +5 services10% API Development10% IT Strategy Consulting10% Other IT Consulting and SI10% Web Design5% E-Commerce DevelopmentLaunched in 2017, Automated Dreams, a small software development company, is located in Portland, Oregon. Their services include Custom Software Development and CRM consulting and SI.
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UndisclosedUndisclosed2 - 9Portland, OR
Services provided
100% CRM Consulting and SIEstablished in 2017, Foglight Solutions is a CRM consulting and SI company. The team focuses on CRM consulting and SI.
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UndisclosedUndisclosed10 - 49Clackamas, OR
Services provided
50% CRM Consulting and SI50% Business ConsultingFounded in 2017, Point Echo Solutions is a CRM consulting and SI and Business Consulting company. Based in Clackamas, Oregon, the team specializes in CRM consulting and SI and Business Consulting.
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$25,000+$100 - $149 / hr10 - 49Portland, OR
Services provided
10% CRM Consulting and SI30% Digital Strategy20% Web Design +3 services20% Web Development10% Advertising10% Search Engine OptimizationSee all 17 projectsConvertiv 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.
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.
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Software IT Services Real estate Manufacturing Information technologyWas this helpful?
Average Project Cost Breakdown
Read All ReviewsWhat Clients Have Said
Client feedback on Convertiv indicates a strong sentiment towards their value for money, with multiple reviews highlighting their competitive pricing relative to the quality of service provided. One client noted, 'good value for cost' while another emphasized that their investment was justified by a significant increase in leads and engagement. Overall, clients appreciate Convertiv's effective project management and the delivery of results within budget, reinforcing their perception of Convertiv as a wise financial choice for digital marketing needs.Was this helpful?
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See All Locations (2)Portland, OR
1620 SE Claybourne Street, Suite A-201
Portland, OR 972021
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Undisclosed$25 - $49 / hr50 - 249Portland, OR
Services provided
20% CRM Consulting and SI20% Custom Software Development20% ERP Consulting and SI +2 services20% IT Staff Augmentation20% Microservices Architecture ServicesAmerican 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 moreSee All Locations (2)Portland, OR
3055 NW Yeon Ave #530 Portland, OR 97210 USA
Portland, OR 9721076 - 100
+16468289190
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$1,000+$150 - $199 / hr2 - 9Portland, OR
Services provided
15% CRM Consulting and SI25% Business Consulting25% Web Design +3 services15% Digital Strategy10% Marketing Strategy10% Search Engine OptimizationSouth 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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$10,000+Undisclosed2 - 9Lake Oswego, OR
Services provided
15% CRM Consulting and SI50% Business Consulting15% Sales Outsourcing +2 services10% Back Office Outsourcing10% Low/No Code DevelopmentBusiness 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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UndisclosedUndisclosed2 - 9Ridgefield, WA
Services provided
15% CRM Consulting and SI20% BI & Big Data Consulting & SI20% Marketing Strategy +3 services15% Business Consulting15% Pay Per Click15% Sales OutsourcingRevOps Global is a Marketing Strategy company established in 2010. The company offers Marketing Strategy and BI & big data consulting & SI.
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UndisclosedUndisclosed2 - 9Wilsonville, OR
Services provided
90% CRM Consulting and SI10% Low/No Code DevelopmentAriston 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 moreSee All Locations (1)Wilsonville, OR
Palmero St
Wilsonville, OR 970701
5127654559
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UndisclosedUndisclosed2 - 9Oregon City, OR
Services provided
80% CRM Consulting and SI20% Business Consulting7am Consulting, a CRM consulting and SI company, offer CRM consulting and SI and Business Consulting. They were established in 2013.
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UndisclosedUndisclosed2 - 9Tualatin, OR
Services provided
75% CRM Consulting and SI25% Business ConsultingSmall 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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UndisclosedUndisclosed10 - 49Portland, OR
Services provided
20% CRM Consulting and SI20% Business Consulting20% IT Strategy Consulting +2 services20% Marketing Strategy20% Mobile App DevelopmentIdealist 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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UndisclosedUndisclosed10 - 49Washougal, WA
Services provided
20% CRM Consulting and SI40% BI & Big Data Consulting & SI20% Cybersecurity +1 service20% IT Managed ServicesRHONDOS, a small big data company, is located in Portland, Oregon and Washougal, Washington. The team specializes in BI & big data consulting & SI and CRM consulting and SI.
Read moreSee All Locations (1)Washougal, WA
1700 Main St
Washougal, WA 986712 - 5
+1.503.751.2233
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UndisclosedUndisclosed2 - 9Portland, OR
Services provided
50% CRM Consulting and SI25% Business Consulting25% Marketing StrategyCeruleo 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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$5,000+$100 - $149 / hr10 - 49Portland, OR
Services provided
15% CRM Consulting and SI40% Web Development15% Cloud Consulting & SI +2 services15% Digital Strategy15% Web DesignOMBU 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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UndisclosedUndisclosed2 - 9Portland, OR
Services provided
40% CRM Consulting and SI20% Business Consulting20% Cloud Consulting & SI +1 service20% IT Staff AugmentationWolfic 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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UndisclosedUndisclosed10 - 49Beaverton, OR
Services provided
10% CRM Consulting and SI20% BI & Big Data Consulting & SI20% Corporate Training & Coaching +4 services20% Custom Software Development10% Application Testing10% ERP Consulting and SI10% Market ResearchHeadquartered 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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UndisclosedUndisclosed50 - 249Beaverton, OR
Services provided
20% CRM Consulting and SI20% Business Consulting20% ERP Consulting and SI +2 services20% IT Managed Services20% IT Strategy ConsultingMidsize IT strategy consulting company VISCAP Consultancy Services, is based in Beaverton, Oregon. Their services include IT strategy consulting and CRM consulting and SI.
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UndisclosedUndisclosed10 - 49Portland, OR
Services provided
20% CRM Consulting and SI80% ERP Consulting and SIVersa Cloud ERP is an ERP consulting and SI company established in 2008. The agency specializes in ERP consulting and SI and CRM consulting and SI.
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UndisclosedUndisclosed2 - 9Hillsboro, OR
Services provided
10% CRM Consulting and SI20% Pay Per Click20% Search Engine Optimization +5 services10% Content Marketing10% Graphic Design10% Social Media Marketing10% UX/UI Design10% Web DesignThe Viable Source is a SEO agency. The Hillsboro, Oregon-based team provides Search Engine Optimization and Pay Per Click.
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Rollover to see company insights or click a company below for more details.
A Clutch Leaders Matrix provides a broad view of the top-performing companies in a particular service or location. Each company featured in a Leaders Matrix is evaluated based on Focus and Ability to Deliver. The size of each circle indicates that company’s size.
By using verified reviews, focused service details, and real project data, the Leaders Matrix highlights companies that consistently deliver and stand out from the rest. Each company’s position is based on how well they focus on a service area and how consistently they deliver results, helping you make informed, confident decisions. Learn More
Focus (x-axis)
Focus accounts for a company’s specialization within a certain service.
Ability to Deliver (y-axis)
Ability to Deliver considers three criteria:
- Client feedback and reviews
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- Market presence and reputation in the industry
List of the Top 2 Portland CRM Companies
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$5,000+$100 - $149 / hr10 - 49Portland, OR
Ability to deliver
21.5/40.016.4/20 Reviews0/10 Clients & Experience5.2/10 Market PresenceService focus
60% CRM Consulting and SI40% Other -
$5,000+$150 - $199 / hr2 - 9West Linn, OR
Ability to deliver
32.9/40.017.2/20 Reviews9.4/10 Clients & Experience6.2/10 Market PresenceService focus
10% CRM Consulting and SI90% Other -
$5,000+$100 - $149 / hr10 - 49Portland, OR
Ability to deliver
10.5/40.00/20 Reviews5.2/10 Clients & Experience5.3/10 Market PresenceService focus
20% CRM Consulting and SI80% Other -
UndisclosedUndisclosed2 - 9Portland, OR
Ability to deliver
0/40.00/20 Reviews0/10 Clients & Experience0/10 Market PresenceService focus
100% CRM Consulting and SI -
UndisclosedUndisclosed10 - 49Clackamas, OR
Ability to deliver
0/40.00/20 Reviews0/10 Clients & Experience0/10 Market PresenceService focus
50% CRM Consulting and SI50% Other -
$25,000+$100 - $149 / hr10 - 49Boston, MA
Ability to deliver
24.7/40.016.6/20 Reviews1.2/10 Clients & Experience6.9/10 Market PresenceService focus
10% CRM Consulting and SI90% Other -
Undisclosed$25 - $49 / hr50 - 249Indore, India
Ability to deliver
4.9/40.00/20 Reviews0/10 Clients & Experience4.9/10 Market PresenceService focus
20% CRM Consulting and SI80% Other -
$1,000+$150 - $199 / hr2 - 9Portland, OR
Ability to deliver
7.3/40.00/20 Reviews2/10 Clients & Experience5.3/10 Market PresenceService focus
15% CRM Consulting and SI85% Other -
$10,000+Undisclosed2 - 9Lake Oswego, OR
Ability to deliver
6.7/40.00/20 Reviews1.8/10 Clients & Experience4.9/10 Market PresenceService focus
15% CRM Consulting and SI85% Other -
UndisclosedUndisclosed2 - 9Ridgefield, WA
Ability to deliver
4.6/40.00/20 Reviews0/10 Clients & Experience4.6/10 Market PresenceService focus
15% CRM Consulting and SI85% Other -
UndisclosedUndisclosed2 - 9Bee Cave, TX
Ability to deliver
4/40.00/20 Reviews0/10 Clients & Experience4/10 Market PresenceService focus
90% CRM Consulting and SI10% Other -
UndisclosedUndisclosed2 - 9Oregon City, OR
Ability to deliver
0/40.00/20 Reviews0/10 Clients & Experience0/10 Market PresenceService focus
80% CRM Consulting and SI20% Other -
UndisclosedUndisclosed2 - 9Tualatin, OR
Ability to deliver
0/40.00/20 Reviews0/10 Clients & Experience0/10 Market PresenceService focus
75% CRM Consulting and SI25% Other -
UndisclosedUndisclosed10 - 49Portland, OR
Ability to deliver
0/40.00/20 Reviews0/10 Clients & Experience0/10 Market PresenceService focus
20% CRM Consulting and SI80% Other -
UndisclosedUndisclosed10 - 49Portland, OR
Ability to deliver
0/40.00/20 Reviews0/10 Clients & Experience0/10 Market PresenceService focus
20% CRM Consulting and SI80% Other -
UndisclosedUndisclosed2 - 9Portland, OR
Ability to deliver
0/40.00/20 Reviews0/10 Clients & Experience0/10 Market PresenceService focus
50% CRM Consulting and SI50% Other -
$5,000+$100 - $149 / hr10 - 49Portland, OR
Ability to deliver
0/40.00/20 Reviews0/10 Clients & Experience0/10 Market PresenceService focus
15% CRM Consulting and SI85% Other
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