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Top CRM Consultants in Rochester

Ratings Updated: June 18, 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 97 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 and integration services, with a focus on HubSpot. They are highly recommended for their exceptional hands-on support and tailored solutions, as 100% of reviews commend their knowledge, flexibility, and communication. Their customer-centric approach consistently exceeds expectations, providing measurable improvements in CRM efficiency and effectiveness.

    See all 97 projects
    17 of 17 reviews are 5 stars
    17 new reviews for CRM Consulting and SI services
    Less than $10,000 avg. project cost

    Reviewed 17 times in the past 6 months

    In the past six months, Set2Close received overwhelmingly positive feedback from clients, highlighting their deep knowledge of HubSpot and personalized approach. Clients praised the team for their flexibility, responsiveness, and ability to simplify complex processes. Notable mentions include a successful HubSpot rollout with no operational disruptions and tailored training that empowered teams. Overall, clients expressed high satisfaction, recommending Set2Close for their exceptional support and value for cost.
    Read 17 Recent Reviews
    73 of 78 CRM Consulting and SI reviews are 5 stars
    21 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 78 Reviews

    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 projects from:

    United States (68) Canada (19) Bulgaria (1)
    View Profile Visit Website
    Peeklogic, LLC Logotype

    Peeklogic, LLC

    5.0 102 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 and Systems Integration company specializing in Salesforce development, CRM implementation, and integration services. The company has consistently received positive feedback, with 100% of reviews highlighting their responsiveness and expertise in Salesforce solutions. Clients commend Peeklogic, LLC for delivering projects on time and within budget while maintaining excellent communication and flexibility.

    See all 102 projects
    15 of 15 reviews are 5 stars
    12 new reviews for CRM Consulting and SI services
    Less than $10,000 avg. project cost

    Reviewed 15 times in the past 6 months

    In the past six months, client feedback on Peeklogic, LLC has been overwhelmingly positive, highlighting their strong project management and responsiveness. Clients praised their ability to deliver projects on time, such as a Salesforce app for CiteMed and a ticketing system for CSE Electric. Notably, the team was commended for their Salesforce expertise and adaptability, with one client noting they saved 10-15 hours a week through streamlined processes. Overall, clients have not identified significant areas for improvement, reflecting high satisfaction.
    Read 20 Recent Reviews

    More responsive than most other service providers

    Peeklogic, LLC is very responsive

    They are a great candidate to start a conversation with. Send them a short message or project inquiry.
    Get in Touch
    $8,000 Teams needing ongoing admin support $10,000 Organizations needing regular development work $12,000 Organizations using multiple Salesforce Clouds

    Dedicated Salesforce Team (Admin/Developer)

    Get a dedicated Salesforce team to continuously manage, develop, and optimize your Salesforce environment. Peeklogic provides experienced Salesforce administrators and developers who work as an extension of your team
    View Packages
    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

    Software Dev & CRM Integration for Electrical Contractor

    5.0 — Peeklogic, LLC developed a ticketing system for an electrical contractor's safety department. The team was also responsible for integrating the system into the client's digital experience site and Read more
    Read Similar Reviews
    View Profile Visit Website
    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 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.

    See all 15 projects

    Reviews mention Proactive

    The overall sentiment regarding CloudMasonry's proactivity is highly positive, as clients consistently highlighted their responsiveness and foresight. One client noted their 'incredibly proactive' approach in addressing potential blockers early, while another emphasized their ability to 'pivot quickly' to accommodate changing requirements. Furthermore, clients appreciated their commitment to timely communication and their willingness to go above and beyond to ensure project success, making CloudMasonry a commendable partner in their respective projects.
    • Multi-Line Processing for IT Company
      5.0 Oct 22, 2021

      The person in the PM role, Hunter, attended each of our stand-up meetings, never hesitating to provide additional help when we needed and was very proactive looking toward potential future needs. He was great at communicating back to his team and getting answers back to us in a timely fashion. It has been an absolute pleasure working with the Cloud Masonry team as they are easy to work with, approachable, patient with us when we've had to regroup and they've been very accommodating and quick to pivot when changes are requested of them.

      Read Full Review
    • Salesforce Support for Publishing Company
      5.0 Jan 23, 2025

      Their project management was incredibly proactive, always ensuring that any blockers out of their control were raised at the earliest convenience. They have strong foresight and product knowledge. I was impressed with the pace of work and how proactive CloudMasonry were in ensuring all questions/issues were covered.

      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 demonstrated its expertise across multiple industries, including Education, Financial Services, Insurance, and Pharmaceuticals. Clients commend their thorough project management, proactive communication, and deep knowledge of Salesforce. Feedback indicates a strong impact in optimizing processes, enhancing customer journeys, and implementing effective marketing strategies. Overall sentiment is highly positive, particularly in Education and Financial Services, where measurable outcomes include increased applicant conversions, improved reporting capabilities, and streamlined operations.

    Read All Reviews

    Select Industry to see insights

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

    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 noted that CloudMasonry offers good value for cost, with several reviews highlighting the company's pricing as a key reason for selection. For instance, one client from Future PLC emphasized the 'good value for cost,' while another from a financial services company remarked that the pricing 'fit our budget.' Overall sentiment reflects satisfaction with the balance of quality service and affordability, with no significant complaints regarding costs or perceived value.
    Read All Reviews
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  • 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 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.

    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 web development and digital marketing company offering services in website management, CRM integration, and CMS development. Reviews indicate that approximately 85% of clients appreciate their adaptability, timely communication, and ability to meet project requirements effectively. Clients also commend Computan for understanding their business needs and providing quality solutions within budget, although a few mentioned room for improvement in project delivery timelines and proactive communication.

    See all 45 projects

    Reviews mention Easy to work with

    Overall, client feedback highlights Computan's exceptional ease of collaboration. Clients frequently noted their responsiveness and willingness to adapt to evolving requirements. For instance, one client remarked on their team's patience and attentiveness during detailed discussions. Another client emphasized that Computan's communication was efficient, making project management seamless. The sentiment is overwhelmingly positive, with multiple clients expressing satisfaction with Computan's customer-centric approach and their ability to deliver results without requiring extensive oversight.
    • Shopify Migration for Dietary Supplements & Wellness Company
      5.0 Apr 13, 2022

      Computan is very communicative and easy to work with — they’re always available. Typically, we’ll have video conferences, schedule phone calls, or exchange Slacks and emails to discuss the project.

      Read Full Review
    • Web Development for Online Education Company
      4.5 May 11, 2021

      Overall, they’re very easy to work with, and they’re flexible when it comes to changing our development, expectations, or what they’re working on. Also, they’re always really accurate in their project cost estimates and honest with the time they spend on each project.

      Read Full Review
    • Development for Inbound Marketing Company
      5.0 Oct 16, 2019

      Customer service is a focal point of their business, which makes it easy to work with them. Their ability and willingness to go the extra mile for us is commendable.

      Read Full Review
    • Custom Network for WordPress Site
      5.0 Aug 27, 2019

      I appreciate their knowledge, experience, and how easy they are to work with.

      Read Full Review
    • IT Services for Leadership Development Company
      5.0 Dec 3, 2019

      Their communication and general knowledge were very impressive. They were incredibly easy to work with. No, I had a great experience working with them.

      Read Full Review
    Read All Reviews

    Industry Experience

    Computan has received positive feedback across various industries, including Advertising & Marketing, Education, Healthcare, and Automotive. Their clients consistently highlight their expertise in website development, particularly with HubSpot and WordPress. Strengths noted include timely project delivery, effective communication, and a keen understanding of client needs. Overall, sentiment is favorable, especially in the advertising sector, where clients appreciate Computan's flexibility and responsiveness. Potential clients in need of web development and digital marketing solutions will find a strong match with Computan in these sectors.

    Read All Reviews

    Select Industry to see insights

    Healthcare IT Services Education Beauty & Cosmetics Wellness & Fitness Software Logistics & Supply Chain Business services Media Consulting Manufacturing Telecommunications Research Hospitality & leisure Automotive Nonprofit Information technology Advertising & marketing 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 frequently commend Computan for their competitive pricing and exceptional value for money. For instance, one client highlighted that their pricing fit within budget constraints while providing good value for the cost. Another client noted significant savings on development costs, reporting over 50% labor cost reductions. Overall, feedback reflects a strong sentiment of satisfaction regarding the balance of cost and quality, with many clients expressing appreciation for the high-quality work delivered relative to their investment.
    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)
    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
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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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