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Home IT Services CRM United States New York Rochester

Top CRM Consultants in Rochester

Ratings Updated: September 11, 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

    5.0 102 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 specializing in CRM Implementation, Integration, and Customer Relationship Management Consulting. They receive consistently positive feedback, with 100% of reviews highlighting their expertise in HubSpot, exceptional project management, and personalized support. Clients particularly appreciate their organized approach and ability to tailor solutions to specific business needs, as noted in 80% of the reviews.

    See all 102 projects

    Reviews mention Unique expertise

    Set2Close has received commendable feedback regarding its unique expertise, particularly in CRM implementation and operational efficiency. Clients have noted the team's deep knowledge and ability to provide tailored solutions that address specific business needs. For instance, one client highlighted the actionable and specific answers provided by Set2Close, which facilitated a smooth project execution. Overall, the sentiment reflects a strong appreciation for Set2Close's consulting capabilities, with clients emphasizing the value of their personalized support and industry understanding.
    • LinkedIn Marketing Services for Outsourced Accounting Co
      5.0 Jun 20, 2025

      Set 2 Close's expertise was terrific; their advice was tangible and practical. I could--and continue to--use what I learned from week to week.

      Read Full Review
    • Sales & Lead Gen Funnel Refining for Digital Mktg Agency
      5.0 Nov 28, 2025

      Thanks to their expertise, we now have sophisticated reporting on email flow performance, lead journeys, and a detailed sales leaderboard, giving us the data necessary to understand our business functions and strategically plan long-term initiatives, including the development of our loyalty program.

      Read Full Review
    • CRM System Implementation for ERP Platform Company
      5.0 Dec 3, 2025

      Set2Close's consulting staff brought a high level of expertise and industry understanding to the project, consistently demonstrating deep knowledge of CRM architecture, sales process optimization, and marketing automation best practices. They went above and beyond the standard scope by proactively identifying gaps, suggesting improvements, and offering strategic guidance that strengthened both the technical setup and the operational workflows.

      Read Full Review
    • CRM Consulting for IT Services Company
      5.0 Feb 27, 2026

      I highly recommend their services for any business looking to scale with HubSpot through truly personalized expertise.

      Read Full Review
    Read All Reviews
    77 of 82 CRM Consulting and SI reviews are 5 stars
    17 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 82 Reviews

    Industry Experience

    Set2Close has demonstrated expertise across various industries, including advertising, healthcare, information technology, and education. Clients consistently praise their comprehensive HubSpot onboarding, CRM customization, and training, which have led to improved operational efficiency and enhanced marketing capabilities. Sentiment remains highly positive, particularly in healthcare and IT sectors, where their tailored solutions effectively drive business growth. Prospective clients in these industries can expect strong support and a proactive approach to achieving their project goals.

    Read All Reviews

    Select Industry to see insights

    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 Arts, entertainment & music

    More responsive than most other service providers

    Set2Close is very responsive

    They are a great candidate to start a conversation with. Send them a short message or project inquiry.
    Get in Touch
    View Profile Visit Website
    Peeklogic, LLC Logotype

    Peeklogic, LLC

    5.0 104 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 Consultancy specializing in CRM Implementation, CRM Integration, and Customer Relationship Management Consulting. The company consistently receives positive feedback, with clients highlighting their professionalism, responsiveness, and ability to deliver projects on time. Approximately 100% of reviewers commend their effective communication and alignment with client company values, underscoring their expertise in CRM & Systems Integration.

    See all 104 projects

    Industry Experience

    Peeklogic, LLC has received positive feedback across various industries, including Information Technology, Financial Services, Medical, and Consumer Products. Clients commend their strong project management, responsiveness, and ability to deliver timely and effective Salesforce integrations and custom solutions. Their expertise in managing complex CRM environments and automating processes has notably improved operational efficiency and customer interactions. Overall, Peeklogic's strengths lie in their adaptability and collaborative approach, making them a suitable partner for clients in technology-driven sectors.

    Read All Reviews

    Select Industry to see insights

    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 Financial services Medical

    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 has received positive feedback regarding their pricing and overall value for money. Clients frequently highlight the company's ability to deliver high-quality work within budget constraints, with one noting, 'Pricing fit our budget' and 'Good value for cost.' Another client mentioned, 'They delivered on time and worked hard to respond to our needs.' Overall, the sentiment reflects satisfaction with the cost-effectiveness of their services, contributing to successful project outcomes.
    Read All Reviews

    View projects from:

    United States (62) Canada (9) Switzerland (5) Germany (2) Israel (1) India (1) Australia (1) South Korea (1) Mexico (1) Norway (1) Guatemala (1) United Arab Emirates (1) France (1) England (1)
    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 & Software Development for Email Solutions Co

    5.0 — An email solutions company hired Peeklogic, LLC to complete a Salesforce add-on that another contractor abandoned. The team was responsible for cleaning up the codebase and restoring lost parts of Read more
    Read Similar Reviews
    View Profile Visit Website
    Computan Logotype

    Computan

    4.8 47 reviews
    Premier 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 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.

    See all 47 projects

    Reviews mention Professional

    Overall, client feedback regarding Computan highlights a strong sentiment of professionalism. Clients consistently praised the team's responsiveness and ability to meet tight deadlines. For instance, one client noted, "Computan was one of the most professional and accommodating companies that I’ve worked with." Another remarked on the "incredibly fast response times" and high standards of care provided by the team. The general consensus is that Computan's professionalism significantly contributes to successful project outcomes.
    • lackbaud + Hubspot API Integration for K-12 School
      5.0 Sep 9, 2022

      They are very professional.

      Read Full Review
    • Landing Page Design for Custom Promotions Site
      5.0 Oct 11, 2018

      I valued the ability to get what I envisioned at an affordable rate. They were professional through the process and performed consistently. Their team knew exactly how to accomplish the complex work, but also respected my skills in the industry.

      Read Full Review
    • Site Improvements for Automation Company
      5.0 Sep 5, 2019

      Sajeel Qureshi is our project manager and I have rarely worked with a vendor with the speed and professionality that Sajeel provides. Highly effective, friendly, and professional. Cannot ask for more in a project manager.

      Read Full Review
    • Web Dev for Digital Asset Company
      5.0 Feb 6, 2020

      They were awesome. Computan was one of the most professional and accommodating companies that I’ve worked with. Computan’s responsiveness stood out most to me. There were a lot of quick turns on the project, as well as problems that needed to be solved very quickly. They put the right resources on the problem and met our very tight deadlines.

      Read Full Review
    • HubSpot Development Support for Ad Agency
      5.0 Sep 12, 2018

      The account managers are on those calls to walk us through project statuses; they then send updates throughout the day. At this point in the relationship, the constant communication makes Computan feel like they’re a part of our team. We use Teamwork, but have also transitioned to using HubSpot services tools and creating tickets to send them. Computan works well with both tools. If it’s an emergency, the team is very responsive via email.

      Read Full Review
    Read All Reviews

    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.

    Read All Reviews

    Select Industry to see insights

    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

    Average Project Cost Breakdown

    $10,000 to $49,000 (23) Less than $10,000 (7) $50,000 to $199,999 (4) $1,000,000 to $9,999,999 (1)

    What Clients Have Said

    Computan is often praised for its competitive pricing and overall value for money. Clients have highlighted that their costs align well with budgets while delivering high-quality output. For instance, one client noted that Computan's services saved them significant labor costs, while another remarked on the exceptional quality of work relative to the cost, stating, 'I have not seen this level of quality for the cost in any agency I have worked with.' Overall, feedback indicates a strong sentiment that Computan provides excellent value for their services.
    Read All Reviews

    View projects from:

    United States (35) Canada (11) Finland (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
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  • 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?

    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

    Reviews mention Unique expertise

    Clients have consistently praised CloudMasonry for their unique expertise, particularly in Salesforce Marketing Cloud. One client highlighted their ability to deeply understand needs and translate them into actionable solutions, noting their proactive approach and attention to detail. The team was commended for their responsiveness and flexibility, ensuring that project goals were met while setting the foundation for long-term success. Overall, the sentiment reflects a high level of satisfaction with CloudMasonry's specialized knowledge and commitment to delivering value.
    • Custom Software Development for Financial Services Company
      5.0 Jun 7, 2024

      Our experience with CloudMasonry has been impressive, primarily due to the consultant's knowledge and expertise in Salesforce. She answered questions quickly and gave clear explanations that we were able to understand as beginners to the system. Not only did CloudMasonry solve countless requests during our time working together, we also feel more educated and prepared to take on new projects.

      Read Full Review
    Read All Reviews
    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

    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.

    Read All Reviews

    Select Industry to see insights

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

    View projects from:

    United States (13) France (1) England (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)
    View Profile

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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
    View Profile

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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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