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Home IT Services CRM United States New York Rochester

Top CRM Consultants in Rochester

Ratings Updated: July 8, 2026
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1 Leaders 9 Contenders

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10 Companies

Country: United States
State: New York
City: Rochester
Services: CRM Consulting and SI

List of the Top Rochester CRM Companies

  • Featured

    What are Featured Providers?

    Set2Close Logotype

    Set2Close

    5.0 100 reviews
    Premier Verified
    $5,000+
    $200 - $300 / hr
    10 - 49
    Serves Rochester, NY

    Services provided

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

    Set2Close is a CRM Consultancy and Systems Integration firm specializing in HubSpot onboarding, training, and integration. They receive overwhelmingly positive feedback, with clients appreciating their personalized, knowledgeable service and their ability to enhance HubSpot utility. With 100% of reviews highlighting their expertise and exceptional support, Set2Close is highly recommended for CRM Consulting and CRM SI services.

    See all 100 projects
    19 of 19 reviews are 5 stars
    19 new reviews for CRM Consulting and SI services
    Less than $10,000 avg. project cost

    Reviewed 19 times in the past 6 months

    In the past six months, Set2Close has received overwhelmingly positive feedback for their expertise in HubSpot onboarding and training. Clients consistently praise the team's knowledge, responsiveness, and personalized support. For instance, one client highlighted Jeremy's ability to simplify complex processes, while another noted the effective project management that ensured timely deliverables. Overall, clients feel empowered and confident in using HubSpot, with many expressing eagerness to continue their partnership with Set2Close.
    Read 17 Recent Reviews
    76 of 81 CRM Consulting and SI reviews are 5 stars
    19 new reviews for CRM Consulting and SI in past 6 months
    Less than $10,000 avg. project cost

    CRM Consulting and SI PROJECT HIGHLIGHT

    HubSpot CRM Training & Consulting for Pharmacy

    5.0 — Set2Close provided HubSpot CRM training for a pharmacy's sales representatives and helped the client align their HubSpot systems. The team also provided tools and reports that helped the client Read more
    Read 81 Reviews

    Average Project Cost Breakdown

    Less than $10,000 (71) $10,000 to $49,000 (7) $50,000 to $199,999 (2)

    What Clients Have Said

    Clients consistently highlight Set2Close's competitive pricing and exceptional value for money across various services. For instance, one client noted that the pricing fit their budget and provided great value for cost, while another emphasized the significant savings achieved through their free onboarding service, which typically costs thousands. Overall, feedback reflects a strong sentiment of satisfaction with the company's cost-effectiveness and the quality of services delivered.
    Read All Reviews

    View projects from:

    United States (71) Canada (19) Bulgaria (1)
    View Profile Visit Website
    Peeklogic, LLC Logotype

    Peeklogic, LLC

    5.0 103 reviews
    Premier Verified
    $1,000+
    $25 - $49 / hr
    50 - 249
    Serves Rochester, NY

    Services provided

    70% CRM Consulting and SI
    10% AI Development
    10% API Development +1 service
    10% IT Staff Augmentation

    Peeklogic, LLC is a CRM Consulting firm specializing in CRM Systems Integration and Implementation, particularly focused on Salesforce. They consistently receive high praise for their responsiveness, expertise, and effective solutions, with 100% of reviewers noting their strong project management and timely delivery. Additionally, the company is commended for aligning with client needs, seamlessly integrating CRM solutions, and enhancing operational efficiency and process automation.

    See all 103 projects

    Reviews mention Timely

    Overall, clients consistently commend Peeklogic, LLC for their timely project delivery and responsiveness. For instance, one client highlighted that all tasks were completed ahead of schedule, while another noted that Peeklogic's team maintained clear communication and delivered items on time. Multiple reviews emphasized their proactive approach to addressing client needs and adapting to changes promptly, reinforcing a strong sentiment regarding their commitment to timely execution.
    • Salesforce Dev & Consulting for Logistics Data Mining Co
      5.0 Jul 30, 2024

      The Peeklogic team met all deadlines. All the work was done on time and with high quality, and all my needs and requirements were considered.

      Read Full Review
    • Software Development for Law Firm
      5.0 May 15, 2024

      They met the outlined requirements and delivered on time.

      Read Full Review
    • Custom Software Development for Blockchain Infrastructure Co
      5.0 Apr 26, 2024

      The team was quick, responsive, adhered to agreed timelines, and was always upfront about any changes to the plan.

      Read Full Review
    • Online Course Data Integration for Men's Education Co
      5.0 Apr 25, 2024

      They are staying within their hourly estimated budget and deadlines are being met.

      Read Full Review
    • Jira & Salesforce Integration for Online Banking Software
      5.0 Apr 11, 2024

      We received all requested deliverables in a timely manner. In addition, when unforeseen requirements were provided to Peeklogic, the team was quick to address and provide an update.

      Read Full Review
    Read All Reviews

    Industry Experience

    Peeklogic, LLC has received positive feedback across multiple industries, including Financial Services, Information Technology, Medical, Manufacturing, and Legal. Clients commend their expertise in Salesforce integration and automation, noting a significant impact on operational efficiency and project management. The company is lauded for its responsiveness, willingness to customize solutions, and adherence to deadlines. Overall, Peeklogic is well-suited for projects in sectors requiring Salesforce development and integration, particularly in industries focused on customer relationship management and process optimization.

    Read All Reviews

    Select Industry to see insights

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

    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

    Clients consistently highlight Peeklogic, LLC's strong value for money, noting that their pricing fits within budget while delivering high-quality results. For instance, one client from CSE Electric emphasized that Peeklogic provided 'good value for cost', while another from Morrison Financial Services mentioned they chose Peeklogic due to their 'good value for the cost'. Overall, sentiments reflect satisfaction with the balance of cost and the quality of services provided.
    Read All Reviews
    1 of 1 Rochester-based review is 5 stars
    Less than $10,000 avg. project cost for CRM Consulting and SI services in Rochester

    CRM Consulting and SI project highlight

    CRM Consulting & SI for Commercial Lending Firm

    5.0 — Peeklogic, LLC has improved a commercial lending firm's Salesforce system. The team has enhanced workflows, lead and opportunity management, activity tracking, and automation while supporting Read more
    Read Similar Reviews
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    CloudMasonry Logotype

    CloudMasonry

    5.0 15 reviews
    Premier Verified
    $5,000+
    $200 - $300 / hr
    50 - 249
    Serves Rochester, NY

    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.

    See all 15 projects
    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
    Read 6 Reviews

    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 highlight CloudMasonry's competitive pricing and strong value for money. For instance, one client noted that their pricing fit within budget while another emphasized the 'good value for cost'. Overall sentiment reflects satisfaction with the outcomes delivered, with clients appreciating the company's responsiveness and proactive project management, which often resulted in timely deliveries and effective solutions tailored to their needs.
    Read All Reviews

    View projects from:

    United States (13) France (1) England (1)
    View Profile Visit Website
  • Concentrix Corporation Logotype

    3.0 1 review
    Undisclosed
    $50 - $99 / hr
    1,000 - 9,999
    Pittsford, NY

    Services provided

    25% CRM Consulting and SI
    20% Application Management & Support
    20% Enterprise App Modernization +3 services
    15% ERP Consulting and SI
    10% Other IT Consulting and SI
    10% Web Development

    Concentrix Corporation is a professional IT consulting firm specializing in CRM system customization and implementation. Review feedback emphasizes their expertise in adapting systems like Sugar to meet specific business needs, with a 100% positive mention of their commitment to understanding and aligning with client goals. However, there is a noted area for improvement in post-implementation support.

    See all 1 projects

    Industry Experience

    Concentrix has demonstrated expertise primarily in the financial services industry, particularly asset-based lending. Client feedback highlights their strengths in CRM system implementation, customization, and ongoing support, with a focus on user-friendly solutions like Sugar. Overall sentiment is positive, noting Concentrix's effective communication and problem-solving abilities. However, concerns were raised about Sugar's limitations in reporting and mobile usability. These insights suggest Concentrix is well-suited for projects within financial services that require tailored CRM solutions.

    Read All Reviews

    Select Industry to see insights

    Financial services

    Average Project Cost Breakdown

    What Clients Have Said

    Clients have noted that Concentrix offers competitive pricing, particularly in comparison to larger platforms like Salesforce, with one client highlighting that Sugar's licensing costs were approximately half of Salesforce's. Overall, the sentiment reflects satisfaction with the value provided, as Concentrix effectively customized the CRM system to meet specific needs while remaining cost-effective. However, some clients expressed a desire for improved post-implementation support to enhance overall value.
    Read All Reviews
    View Profile
  • Navint Partners Logotype

    Not yet reviewed

    Undisclosed
    Undisclosed
    250 - 999
    West Henrietta, NY

    Services provided

    50% CRM Consulting and SI
    50% ERP Consulting and SI

    Navint 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.

    Read more
    View Profile

  • Featured

    What are Featured Providers?

    Computan Logotype

    Computan

    4.8 45 reviews
    Verified
    $1,000+
    $25 - $49 / hr
    50 - 249
    Serves Rochester, NY

    Services provided

    40% CRM Consulting and SI
    30% E-Commerce Development
    30% Web Development

    Computan is a versatile web development company offering comprehensive services, including WordPress and HubSpot development, CMS integration, and digital marketing support. Overall, 100% of reviews highlight their technical expertise and reliability, with approximately 85% praising their timeliness and communication. Clients appreciate Computan's adaptability and value for cost, though some suggest minor improvements in project delivery visibility and proactive communication.

    See all 45 projects

    Reviews mention Establish clear expectations

    Clients have emphasized the importance of establishing clear expectations when working with Computan. One client noted that having a well-defined design and firm requirements significantly improved collaboration, allowing Computan to effectively address their needs. The feedback highlights that the more detailed clients are regarding their expectations, the better Computan can deliver on their project goals. Overall, the sentiment reflects a positive experience, with clients appreciating Computan's responsiveness and ability to adapt to specified requirements.
    • Website Development Services for Educational Institution
      5.0 May 13, 2021

      We have stand-up meetings every day. They’re efficient at going through their tasks. Their communication is great around clarifying as well as giving us updates. We primarily communicate through Microsoft Teams and Slack. As we got closer and closer to the final product, we started using BugHerd to leave comments on where things needed to be tweaked or fixed.

      Read Full Review
    • Website Development Services for Educational Institution
      5.0 May 13, 2021

      Our project manager has been great. He’s always staying ahead and asking about what we need to plan for or consider. They’ve adapted very well to working with an institutional client because we have a lot of restrictions and internal policies around who can go into the backend or get access as well as what types of approvals we need for plugins. We needed to go through a number of steps, and they were very supportive.

      Read Full Review
    • Website Development Services for Educational Institution
      5.0 May 13, 2021

      Have your design ironed out and your requirements very firm. That’ll help you work with a developer such as Computan because it’ll give you a really good sense of your expectations. Then, they’ll do what they’re best at and go on to ask you prompting and clarification questions. The more detailed you are, the better Computan will be able to work with and support you.

      Read Full Review
    Read All Reviews

    Industry Experience

    Computan has garnered positive feedback across various industries, including advertising & marketing, education, IT, healthcare, and e-commerce. Clients commend their expertise in web development, CMS integration, and customer service, particularly for HubSpot and WordPress platforms. Sentiment is overwhelmingly favorable, highlighting their responsiveness, flexibility, and ability to exceed client expectations. Those in need of web design, technical support, or digital marketing strategies will find Computan well-suited for projects in these sectors.

    Read All Reviews

    Select Industry to see insights

    Automotive Advertising & marketing Healthcare IT Services Education Beauty & Cosmetics Wellness & Fitness Software Logistics & Supply Chain Media Consulting Manufacturing Telecommunications Hospitality & leisure Nonprofit Information technology Business services Research Other Industry

    Average Project Cost Breakdown

    $10,000 to $49,000 (22) Less than $10,000 (7) $50,000 to $199,999 (4) $1,000,000 to $9,999,999 (1)

    What Clients Have Said

    Clients consistently highlight Computan's competitive pricing and value for money. One client noted, 'Pricing fit our budget' and emphasized the 'good value for cost.' Another remarked, 'The quality of work we get for the cost is something I have not seen in any agency I have worked with.' Overall, clients appreciate the balance of affordability and quality, though some desire improved communication on project timelines and costs.
    Read All Reviews

    View projects from:

    United States (34) Canada (10) Finland (1)
    View Profile Visit Website
  • Iconic IT Logotype

    Not yet reviewed

    Undisclosed
    Undisclosed
    50 - 249
    Pittsford, NY

    Services provided

    20% CRM Consulting and SI
    20% Cloud Consulting & SI
    20% Cybersecurity +2 services
    20% IT Managed Services
    20% IT Strategy Consulting

    Launched 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 more

    Pittsford, NY

    656 Kreag Road
    Pittsford, NY 14534

    31 - 40

    (585) 460-8844

    See All Locations (7)
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  • FlashCat Logotype

    Not yet reviewed

    $5,000+
    $50 - $99 / hr
    50 - 249
    Rochester, NY

    Services provided

    20% CRM Consulting and SI
    20% Branding
    20% Pay Per Click +2 services
    20% Sales Outsourcing
    20% Social Media Marketing

    FlashCat is a branding company in Phoenix, Arizona and Rochester, New York. Founded in 2024, the team specializes in Branding and Social Media Marketing.

    Read more

    Rochester, NY

    115 Liberty Pole Way
    Rochester, NY 14604

    2 - 5

    6028464622

    See All Locations (2)
    View Profile
  • Rochester IT & Business Solutions Logotype

    Not yet reviewed

    Undisclosed
    $100 - $149 / hr
    2 - 9
    Rochester, NY

    Services provided

    10% CRM Consulting and SI
    40% IT Managed Services
    30% Cybersecurity +2 services
    10% Cloud Consulting & SI
    10% ERP Consulting and SI

    Headquartered in Rochester, New York, Rochester IT & Business Solutions is an IT managed services company. They offer IT managed services and Cybersecurity.

    Read more
    View Profile
  • Able Cloud Advisors Logotype

    Not yet reviewed

    Undisclosed
    Undisclosed
    2 - 9
    Fairport, NY

    Services provided

    100% CRM Consulting and SI

    Able 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.

    Read more
    View Profile
  • Envision (A Netsmartz Company) Logotype

    Not yet reviewed

    Undisclosed
    Undisclosed
    50 - 249
    Pittsford, NY

    Services provided

    20% CRM Consulting and SI
    20% API Development
    20% Cloud Consulting & SI +2 services
    20% E-Commerce Development
    20% UX/UI Design

    User experience company Envision (A Netsmartz Company) is headquartered in Pittsford, New York. Their services include UX/UI Design and cloud consulting & SI.

    Read more
    View Profile
  • Derek's Websites and More LLC Logotype

    Not yet reviewed

    $1,000+
    $50 - $99 / hr
    Freelancer
    Macedon, NY

    Services provided

    10% CRM Consulting and SI
    20% Email Marketing
    20% Graphic Design +3 services
    20% Web Development
    15% Search Engine Optimization
    15% Web Design

    Launched in 2018, Derek's Websites and More LLC is an Email Marketing company. The team offers Email Marketing and Graphic Design.

    Read more
    View Profile
  • Software Solutions Group Logotype

    Not yet reviewed

    Undisclosed
    $100 - $149 / hr
    10 - 49
    Buffalo, NY

    Services provided

    70% CRM Consulting and SI
    20% ERP Consulting and SI
    10% Other IT Consulting and SI

    Launched 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.

    Read more
    View Profile
  • Radish Agency Logotype

    Not yet reviewed

    $1,000+
    $100 - $149 / hr
    10 - 49
    Buffalo, NY

    Services provided

    20% CRM Consulting and SI
    20% Branding
    20% Search Engine Optimization +2 services
    20% Web Design
    20% Web Development

    Branding agency Radish Agency provides Branding and Search Engine Optimization. They were launched in 2024.

    Read more
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1 Concentrix Corporation

List of the Top 1 Rochester CRM Companies

  1. Concentrix Corporation Logotype

    Concentrix Corporation

    Undisclosed
    $50 - $99 / hr
    1,000 - 9,999
    Pittsford, NY

    Ability to deliver

    15.8/40.0
    9.8/20 Reviews
    0/10 Clients & Experience
    6/10 Market Presence

    Service focus

    25% CRM Consulting and SI
    75% Other
    View Profile Visit Website
  2. Navint Partners Logotype

    Navint Partners

    Undisclosed
    Undisclosed
    250 - 999
    West Henrietta, NY

    Ability to deliver

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

    Service focus

    50% CRM Consulting and SI
    50% Other
    View Profile Visit Website
  3. Iconic IT Logotype

    Iconic IT

    Undisclosed
    Undisclosed
    50 - 249
    Pittsford, NY

    Ability to deliver

    5.5/40.0
    0/20 Reviews
    0/10 Clients & Experience
    5.5/10 Market Presence

    Service focus

    20% CRM Consulting and SI
    80% Other
    View Profile Visit Website
  4. FlashCat Logotype

    FlashCat

    $5,000+
    $50 - $99 / hr
    50 - 249
    Rochester, NY

    Ability to deliver

    4/40.0
    0/20 Reviews
    0/10 Clients & Experience
    4/10 Market Presence

    Service focus

    20% CRM Consulting and SI
    80% Other
    View Profile Visit Website
  5. Rochester IT & Business Solutions Logotype

    Rochester IT & Business Solutions

    Undisclosed
    $100 - $149 / hr
    2 - 9
    Rochester, NY

    Ability to deliver

    4.6/40.0
    0/20 Reviews
    0/10 Clients & Experience
    4.6/10 Market Presence

    Service focus

    10% CRM Consulting and SI
    90% Other
    View Profile Visit Website
  6. Able Cloud Advisors Logotype

    Able Cloud Advisors

    Undisclosed
    Undisclosed
    2 - 9
    Fairport, NY

    Ability to deliver

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

    Service focus

    100% CRM Consulting and SI
    View Profile Visit Website
  7. Envision (A Netsmartz Company) Logotype

    Envision (A Netsmartz Company)

    Undisclosed
    Undisclosed
    50 - 249
    Pittsford, NY

    Ability to deliver

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

    Service focus

    20% CRM Consulting and SI
    80% Other
    View Profile Visit Website
  8. Derek's Websites and More LLC Logotype

    Derek's Websites and More LLC

    $1,000+
    $50 - $99 / hr
    Freelancer
    Macedon, NY

    Ability to deliver

    6.6/40.0
    0/20 Reviews
    1.4/10 Clients & Experience
    5.2/10 Market Presence

    Service focus

    10% CRM Consulting and SI
    90% Other
    View Profile Visit Website
  9. Software Solutions Group Logotype

    Software Solutions Group

    Undisclosed
    $100 - $149 / hr
    10 - 49
    Buffalo, NY

    Ability to deliver

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

    Service focus

    70% CRM Consulting and SI
    30% Other
    View Profile Visit Website
  10. Radish Agency Logotype

    Radish Agency

    $1,000+
    $100 - $149 / hr
    10 - 49
    Buffalo, NY

    Ability to deliver

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

    Service focus

    20% CRM Consulting and SI
    80% Other
    View Profile Visit Website

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