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Top CRM Consultants in Rochester

Ratings Updated: March 3, 2026
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1 Leaders 9 Contenders

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

    Services provided

    80% CRM Consulting and SI
    20% Business Consulting

    Set2Close is a CRM Consultancy specializing in CRM Implementation and Customer Relationship Management Integration. The company consistently receives high praise for its tailored solutions, with 100% of reviewers highlighting their expertise and responsiveness. Many clients (over 70%) commend the personalized support and seamless project management that enhances operational efficiency and business growth.

    See all 84 projects
    21 of 21 reviews are 5 stars
    20 new reviews for CRM Consulting and SI services
    Less than $10,000 avg. project cost

    Reviewed 21 times in the past 6 months

    In the last six months, clients have consistently praised Set2Close for their expertise in HubSpot onboarding and CRM training. Notable feedback highlights their ability to simplify complex processes, provide tailored support, and ensure timely delivery of services. Clients from diverse industries, such as Pyro Shield and Loop ERP, noted improved operational efficiency and effective communication. Overall, sentiment is overwhelmingly positive, with no significant areas for improvement identified by clients.
    Read 21 Recent Reviews
    62 of 67 CRM Consulting and SI reviews are 5 stars
    20 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 Onboarding Services for SaaS Platform

    5.0 — Set 2 Close provided HubSpot onboarding services for a SaaS platform. The team was responsible for setting up the tool, providing training and troubleshooting, and offering video support. Read more
    Read 67 Reviews

    Average Project Cost Breakdown

    Less than $10,000 (60) $10,000 to $49,000 (6) $50,000 to $199,999 (2)

    What Clients Have Said

    Clients consistently highlight Set2Close's competitive pricing and exceptional value for money. Many reviews mention that their services fit within budget while providing significant assistance in HubSpot onboarding and CRM setup. For instance, one client noted, 'Pricing fit our budget' and 'Good value for cost,' while another stated they saved $2-5k on setup costs. Overall, the sentiment is overwhelmingly positive, with clients praising the company's ability to deliver high-quality services at a reasonable price.
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    More responsive than most other service providers

    Set2Close is responsive

    They are a great candidate to start a conversation with. Send them a short message or project inquiry.
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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 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 Well-organized projects

    Clients consistently express satisfaction with CloudMasonry's project organization and management. For instance, the Graduate Recruitment Manager at Lehigh University noted their ability to transform vague concepts into detailed plans while adhering to schedules and remaining flexible. Similarly, a senior manager at Direct Energy praised their consistent delivery on time and under budget, emphasizing their transparent communication and strategic collaboration. Overall, client sentiment reflects a high level of trust in CloudMasonry's well-organized project execution.
    • Salesforce Automation & Functionality Dev for Direct Energy
      5.0 Jan 27, 2021

      I use a tool called Agile Accelerator within Salesforce, which allows me to track our user stories, backlog, and deliveries each sprint. Their team is flexible enough to work with my tool and also use their own solutions to keep organized on their side. At the end of each week, they deliver a clear report that details all of those logistics along with how many billable hours we have remaining.

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    • Communications Strategy for University
      5.0 Nov 21, 2024

      The CloudMasonry team was fantastic to work with! They not only responded to our needs, they helped us understand our needs! They worked with us to develop this project from a vague concept to a detailed plan & implementation. They kept us on schedule and worked flexible when we encountered delays.

      Read Full Review
    Read All Reviews
    1 of 1 reviews is 5 stars
    1 new review for CRM Consulting and SI services
    $10,000 – $49,000 avg. project cost

    Reviewed 1 time in the past 6 months

    Recent reviews of CloudMasonry reflect a highly positive sentiment, highlighting their effective project management and knowledgeable team. A client from Eliquent praised Ishan's expertise in digitizing their lead conversion process, resulting in streamlined operations and improved data reporting. The company's competitive pricing and high ratings were significant factors in their selection. Overall, clients express satisfaction with outcomes, indicating CloudMasonry's capability to deliver tailored solutions effectively.
    Read 1 Recent Review

    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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    Select Industry to see insights

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

    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 CloudMasonry's excellent value for money, highlighting their competitive pricing and high-quality service. One client remarked on their 'good value for cost,' while another emphasized that CloudMasonry 'fit our budget' without compromising on expertise. Overall, sentiments are overwhelmingly positive, with many clients praising their ability to deliver projects on time and on budget, further affirming the company's commitment to providing substantial value.
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    Cynoteck Technology Solutions Pvt. Ltd. Logotype

    Cynoteck Technology Solutions Pvt. Ltd.

    4.9 31 reviews
    Premier Verified
    $10,000+
    $25 - $49 / hr
    50 - 249
    Serves Rochester, NY

    Services provided

    50% CRM Consulting and SI
    10% AI Agents
    10% AI Development +3 services
    10% ERP Consulting and SI
    10% Low/No Code Development
    10% Web Development

    Cynoteck 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.

    See all 31 projects
    1 of 1 CRM Consulting and SI reviews are 5 stars
    1 new review for CRM Consulting and SI in past 6 months
    $200,000 – $999,999 avg. project cost

    CRM Consulting and SI PROJECT HIGHLIGHT

    CRM Development for Coworking Space Company

    5.0 — Cynoteck Technology Solutions Pvt. Ltd. has been hired to develop a CRM system for a coworking space company. The team handles the entire development process. Read more
    Read 1 Review

    Industry Experience

    Cynoteck Technology Solutions Pvt. Ltd. has demonstrated strong capabilities across various industries, including Healthcare, Real Estate, Manufacturing, Sports, Nonprofit, Consulting, Advertising & Marketing, Legal, Food & Beverages, and IT Services. Clients praised their expertise in developing RPA tools, CRMs, and websites, as well as their responsiveness and project management. They are particularly well-regarded in Healthcare and Real Estate for their innovative solutions and timely delivery, making them a suitable partner for organizations seeking technological advancements.

    Read All Reviews

    Select Industry to see insights

    Real estate Healthcare Manufacturing Sports Nonprofit Advertising & marketing Legal Cannabis Food & Beverages IT Services Software Education Arts, entertainment & music Retail Legal Information technology Utilities Consulting

    Average Project Cost Breakdown

    $10,000 to $49,000 (10) Less than $10,000 (8) $50,000 to $199,999 (2) $200,000 to $999,999 (2)

    What Clients Have Said

    Cynoteck Technology Solutions Pvt. Ltd. is frequently praised for providing good value for cost, with clients noting that their pricing fits within budget constraints while delivering high-quality results. One client remarked on their 'good value for cost,' while another highlighted that their deliverables exceeded expectations. Overall, the sentiment is positive, with many clients expressing satisfaction with the balance between cost and the quality of services received.
    Read All Reviews
    $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-users

    CRM 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, Automations
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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 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.

    Read All Reviews

    Select Industry to see insights

    Financial services

    Average Project Cost Breakdown

    What 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.
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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.

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  • 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

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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.

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    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.

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  • 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
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  • 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.

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  • Daly Marketing Logotype

    Not yet reviewed

    Undisclosed
    Undisclosed
    2 - 9
    Irondequoit, NY

    Services provided

    10% CRM Consulting and SI
    20% Conversion Optimization
    20% Social Media Marketing +3 services
    20% Web Design
    20% Web Development
    10% Email Marketing

    Daly Marketing is a Conversion Optimization company. The Irondequoit, New York-based company offers Conversion Optimization and Social Media Marketing.

    Read more
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  • 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
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  • 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
    Bedford, TX

    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
    Phoenix, AZ

    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. Daly Marketing Logotype

    Daly Marketing

    Undisclosed
    Undisclosed
    2 - 9
    Irondequoit, NY

    Ability to deliver

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