Top CRM Consultants in Rochester
11 Companies
List of the Top Rochester CRM Companies
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$5,000+$200 - $300 / hr10 - 49Serves Rochester, NYServices provided
40% CRM Consulting and SI10% Account-Based Marketing10% Digital Strategy +4 services10% Email Marketing10% Recruiting10% Sales Outsourcing10% StaffingSee all 96 projectsSet2Close 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.
25 of 25 reviews are 5 stars25 new reviews for CRM Consulting and SI servicesLess than $10,000 avg. project costRead 25 Recent ReviewsReviewed 25 times in the past 6 months
Recent reviews for Set2Close highlight a consistently positive client sentiment, emphasizing their expertise in HubSpot implementation and training. Clients praised their tailored support, with one stating, "their deep knowledge was instrumental in getting our team email successfully connected." The flexibility and responsiveness of the team received commendations, particularly in adapting to client needs. Overall, clients express high satisfaction, with many recommending Set2Close for its exceptional service and personal touch.Was this helpful?
72 of 77 CRM Consulting and SI reviews are 5 stars25 new reviews for CRM Consulting and SI in past 6 monthsLess than $10,000 avg. project costRead 77 ReviewsCRM 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 moreWas this helpful?
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$1,000+$25 - $49 / hr50 - 249Serves Rochester, NYServices provided
85% CRM Consulting and SI14% Low/No Code Development1% Custom Software DevelopmentSee all 96 projectsPeeklogic, LLC is a CRM Consulting and SI firm specializing in Salesforce implementation, integration, and customization. Across reviews, 100% of feedback is positive, highlighting their responsiveness, strong project management, and expertise in CRM systems integration. Many clients (over 70%) emphasize Peeklogic's ability to deliver solutions efficiently and their alignment with client values and operational needs.
Reviews mention Creative
Clients have expressed high satisfaction with Peeklogic, LLC's creativity in problem-solving, particularly in developing custom applications tailored to specific needs. One client noted the team's exceptional skill in transforming complex requirements into effective solutions, highlighting their ability to implement evolving ideas effectively. Overall sentiment towards Peeklogic's creative capabilities is positive, with clients appreciating their responsiveness and innovative approach to challenges.-
Mobile App Development for Financial Consulting Company
5.0 Aug 19, 2025Their team is exceptionally skilled and knowledgeable, with a talent for taking our complex requirements and finding creative ways to meet them.
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17 of 18 reviews are 5 stars12 new reviews for CRM Consulting and SI services$10,000 – $49,000 avg. project costRead 18 Recent ReviewsReviewed 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.Was this helpful?
More responsive than most other service providers
Get in TouchPeeklogic, LLC 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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$5,000+$200 - $300 / hr50 - 249Serves Rochester, NYServices 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 Creative
Clients have consistently praised CloudMasonry for their creative approach and effective communication throughout projects. One client highlighted Hunter's expertise, stating he was an 'amazing resource' and praised the team's ability to quickly implement feedback. The original dashboard developed was described as 'the perfect fit,' showcasing the firm's understanding of client needs. Overall, the sentiment is highly positive, with clients expressing satisfaction with the creative solutions provided and the collaborative nature of the process.-
Salesforce Consulting for Cannabis Marketplace Platform
5.0 Feb 26, 2020From a professional and creative perspective, Hunter stands out. He has over seven years of experience with Salesforce, and as someone with none, he was an amazing resource to me. He consulted me on how to use it and how it could work with our business model.
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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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Undisclosed$50 - $99 / hr1,000 - 9,999Pittsford, NY
Services provided
25% CRM Consulting and SI20% Application Management & Support20% Enterprise App Modernization +3 services15% ERP Consulting and SI10% Other IT Consulting and SI10% Web DevelopmentSee all 1 projectsConcentrix Corporation specializes in CRM implementation and customization, notably transforming SugarCRM for clients. They are praised for their proactive collaboration, with 90% of clients valuing their strategic questioning and customer support. However, 10% suggest improvement in post-implementation follow-up. Their expertise aids businesses without robust IT knowledge, ensuring tailored CRM solutions.
Industry Experience
Concentrix Corporation has demonstrated expertise in the financial services sector, particularly in asset-based lending and CRM implementation. Clients report satisfaction with their ability to customize systems like Sugar CRM and provide ongoing support. Strengths include effective communication, understanding client needs, and adapting solutions. Overall sentiment is positive, although there are suggestions for improved post-implementation support. This indicates a strong fit for financial services clients seeking tailored IT solutions and support.
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Financial servicesWas this helpful?
Average Project Cost Breakdown
Read All ReviewsWhat Clients Have Said
Clients generally view Concentrix Corporation as a cost-effective partner, particularly when compared to alternatives like Salesforce. One client noted that while Sugar's licensing was comparable to Microsoft Dynamics, it was about half the price of Salesforce, underscoring Concentrix's value for money. The feedback reflects satisfaction with the company's ability to customize solutions and provide ongoing support, although there are suggestions for improved post-implementation follow-up to enhance overall client experience.Was this helpful?
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UndisclosedUndisclosed250 - 999West Henrietta, NY
Services provided
50% CRM Consulting and SI50% ERP Consulting and SINavint Partners, a CRM consulting and SI and ERP consulting and SI company, was founded in 2010. The team provides CRM consulting and SI and ERP consulting and SI.
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UndisclosedUndisclosed50 - 249Pittsford, NY
Services provided
20% CRM Consulting and SI20% Cloud Consulting & SI20% Cybersecurity +2 services20% IT Managed Services20% IT Strategy ConsultingLaunched in 2005, Iconic IT is a midsize Bedford, Texas-based IT strategy consulting company. Their services include IT strategy consulting and cloud consulting & SI.
Read moreSee All Locations (7)Pittsford, NY
656 Kreag Road
Pittsford, NY 1453431 - 40
(585) 460-8844
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$5,000+$50 - $99 / hr50 - 249Rochester, NY
Services provided
20% CRM Consulting and SI20% Branding20% Pay Per Click +2 services20% Sales Outsourcing20% Social Media MarketingFlashCat is a branding company in Phoenix, Arizona and Rochester, New York. Founded in 2024, the team specializes in Branding and Social Media Marketing.
Read moreSee All Locations (2)Rochester, NY
115 Liberty Pole Way
Rochester, NY 146042 - 5
6028464622
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Undisclosed$100 - $149 / hr2 - 9Rochester, NY
Services provided
10% CRM Consulting and SI40% IT Managed Services30% Cybersecurity +2 services10% Cloud Consulting & SI10% ERP Consulting and SIHeadquartered in Rochester, New York, Rochester IT & Business Solutions is an IT managed services company. They offer IT managed services and Cybersecurity.
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UndisclosedUndisclosed2 - 9Fairport, NY
Services provided
100% CRM Consulting and SIAble Cloud Advisors is a CRM consulting and SI company. Their team is headquartered in Fairport, New York. The agency focuses on CRM consulting and SI.
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UndisclosedUndisclosed50 - 249Pittsford, NY
Services provided
20% CRM Consulting and SI20% API Development20% Cloud Consulting & SI +2 services20% E-Commerce Development20% UX/UI DesignUser experience company Envision (A Netsmartz Company) is headquartered in Pittsford, New York. Their services include UX/UI Design and cloud consulting & SI.
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$1,000+$50 - $99 / hrFreelancerMacedon, NY
Services provided
10% CRM Consulting and SI20% Email Marketing20% Graphic Design +3 services20% Web Development15% Search Engine Optimization15% Web DesignLaunched in 2018, Derek's Websites and More LLC is an Email Marketing company. The team offers Email Marketing and Graphic Design.
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UndisclosedUndisclosed2 - 9Irondequoit, NY
Services provided
10% CRM Consulting and SI20% Conversion Optimization20% Social Media Marketing +3 services20% Web Design20% Web Development10% Email MarketingDaly Marketing is a Conversion Optimization company. The Irondequoit, New York-based company offers Conversion Optimization and Social Media Marketing.
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Undisclosed$100 - $149 / hr10 - 49Buffalo, NY
Services provided
70% CRM Consulting and SI20% ERP Consulting and SI10% Other IT Consulting and SILaunched in 1996, Software Solutions Group is a small CRM consulting and SI company. Their services include CRM consulting and SI and ERP consulting and SI.
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$1,000+$100 - $149 / hr10 - 49Buffalo, NY
Services provided
20% CRM Consulting and SI20% Branding20% Search Engine Optimization +2 services20% Web Design20% Web DevelopmentBranding agency Radish Agency provides Branding and Search Engine Optimization. They were launched in 2024.
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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.
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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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List of the Top 1 Rochester CRM Companies
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Undisclosed$50 - $99 / hr1,000 - 9,999Pittsford, NY
Ability to deliver
15.8/40.09.8/20 Reviews0/10 Clients & Experience6/10 Market PresenceService focus
25% CRM Consulting and SI75% Other -
UndisclosedUndisclosed250 - 999West Henrietta, NY
Ability to deliver
0/40.00/20 Reviews0/10 Clients & Experience0/10 Market PresenceService focus
50% CRM Consulting and SI50% Other -
UndisclosedUndisclosed50 - 249Pittsford, NY
Ability to deliver
5.5/40.00/20 Reviews0/10 Clients & Experience5.5/10 Market PresenceService focus
20% CRM Consulting and SI80% Other -
$5,000+$50 - $99 / hr50 - 249Rochester, NY
Ability to deliver
4/40.00/20 Reviews0/10 Clients & Experience4/10 Market PresenceService focus
20% CRM Consulting and SI80% Other -
Undisclosed$100 - $149 / hr2 - 9Rochester, NY
Ability to deliver
4.6/40.00/20 Reviews0/10 Clients & Experience4.6/10 Market PresenceService focus
10% CRM Consulting and SI90% Other -
UndisclosedUndisclosed2 - 9Fairport, NY
Ability to deliver
0/40.00/20 Reviews0/10 Clients & Experience0/10 Market PresenceService focus
100% CRM Consulting and SI -
UndisclosedUndisclosed50 - 249Pittsford, NY
Ability to deliver
0/40.00/20 Reviews0/10 Clients & Experience0/10 Market PresenceService focus
20% CRM Consulting and SI80% Other -
$1,000+$50 - $99 / hrFreelancerMacedon, NY
Ability to deliver
6.6/40.00/20 Reviews1.4/10 Clients & Experience5.2/10 Market PresenceService focus
10% CRM Consulting and SI90% Other -
UndisclosedUndisclosed2 - 9Irondequoit, NY
Ability to deliver
0/40.00/20 Reviews0/10 Clients & Experience0/10 Market PresenceService focus
10% CRM Consulting and SI90% Other -
Undisclosed$100 - $149 / hr10 - 49Buffalo, NY
Ability to deliver
5.3/40.00/20 Reviews0/10 Clients & Experience5.3/10 Market PresenceService focus
70% CRM Consulting and SI30% Other -
$1,000+$100 - $149 / hr10 - 49Buffalo, NY
Ability to deliver
4.9/40.00/20 Reviews0/10 Clients & Experience4.9/10 Market PresenceService focus
20% CRM Consulting and SI80% Other
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