Top CRM Consultants in Rochester
10 Companies
List of the Top Rochester CRM Companies
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$5,000+$200 - $300 / hr10 - 49Serves Rochester, NYServices provided
80% CRM Consulting and SI20% Business ConsultingSee all 78 projectsSet2Close is a CRM consultancy specializing in CRM implementation, integration, and services, particularly using HubSpot. With 100% positive feedback, clients consistently praise their expertise, responsiveness, and ability to tailor solutions to specific business needs. Reviewers frequently commend the company's project management and personal engagement, with over 60% highlighting excellent communication and timely deliverables.
Reviews mention Efficient
Clients consistently praise Set2Close for their exceptional efficiency and proactive engagement. One client highlighted their ability to push projects forward swiftly, stating they were 'actively engaged in pushing us towards positive results.' Another noted the efficiency of their workflow, mentioning the team's availability for quick communication and support. Overall, the sentiment towards Set2Close reflects a strong appreciation for their effective strategies that yield meaningful customer connections and successful outcomes.-
Commercialization & Social Media Strategy for Tech Startup
5.0 Sep 23, 2022During this time, the ways in which we have been connecting with potential customers has become more meaningful and efficient in terms of time required to obtain them and traction towards closed sales deals. Exceptionally efficient. They were available on short notice despite their busy schedules which was impressive. We feel well supported through channels such as Whatsapp where Set2Close will answer quick questions with accuracy and speed.
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21 of 22 reviews are 5 stars20 new reviews for CRM Consulting and SI servicesLess than $10,000 avg. project costRead 22 Recent ReviewsReviewed 22 times in the past 6 months
Recent reviews for Set2Close reflect a strong positive sentiment, emphasizing their expertise and responsiveness. Clients appreciated the tailored onboarding processes for HubSpot, with notable feedback highlighting their thorough training and project management. For instance, one client noted, 'Set2Close's culture and hospitality were impressive,' while another praised their ability to deliver on time and provide clear communication. Overall, clients experienced measurable improvements in their sales processes and CRM management, with no significant areas for improvement identified.Was this helpful?
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See All Locations (1)kamloops, Canada
Rue Cheval Noir
kamloops, Canada V0K10 - 15
1 (604) 700-7719
$5,000+$200 - $300 / hr50 - 249Serves Rochester, NYServices provided
100% CRM Consulting and SISee all 15 projectsCloudMasonry is a CRM Consultancy specializing in CRM Implementation and CRM Systems Integration. Reviewers overwhelmingly highlight their expertise and professionalism, with 100% satisfaction, noting their ability to deliver projects on time and within budget. Approximately 80% of reviewers commend their proactive approach and strong communication skills, emphasizing the value they provide in CRM Consulting and SI services.
6 of 6 CRM Consulting and SI reviews are 5 stars1 new review for CRM Consulting and SI in past 6 months$50,000 – $199,999 avg. project costRead 6 ReviewsCRM Consulting and SI PROJECT HIGHLIGHT
CRM Consulting & SI for Pharmaceutical Consulting Firm
5.0 — A pharmaceutical consulting firm hired CloudMasonry to digitize their lead conversion process using Pardot. The team also helped the client switch from email alerts to Salesforce for lead Read moreWas this helpful?
Industry Experience
CloudMasonry has received positive feedback across various industries, including Publishing, Education, Insurance, Financial Services, Nonprofit, IT Services, Utilities, Arts, Entertainment & Music, and Pharmaceuticals. Clients praise their expertise in Salesforce implementation, project management, and proactive communication. The overall sentiment is highly favorable, highlighting their strengths in understanding client needs and delivering on time. Educational institutions and financial services firms particularly commend their ability to enhance communication strategies and optimize reporting, making them a strong fit for clients in these sectors.
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Publishing Education Insurance Financial services Nonprofit IT Services Utilities Arts, entertainment & music Consumer Products PharmaceuticalsWas this helpful?
Average Project Cost Breakdown
Read All ReviewsWhat 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.Was this helpful?
$10,000+$25 - $49 / hr50 - 249Serves Rochester, NYServices provided
50% CRM Consulting and SI10% AI Agents10% AI Development +3 services10% ERP Consulting and SI10% Low/No Code Development10% Web DevelopmentSee all 31 projectsCynoteck 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.
Reviews mention Hard working
Clients consistently highlight Cynoteck Technology Solutions Pvt. Ltd.'s strong work ethic and dedication. One client noted their 'strong work ethic and effort' while another emphasized their 'humility, willingness to work, and customer-focused approach.' Both reviews reflect a high level of satisfaction with responsiveness and project management, indicating that the team is hard-working and committed to meeting client needs effectively.-
Website Dev, SEO & UI Design for Tax Advisory Firm
5.0 Aug 1, 2023We were impressed with their humility, willingness to work, and customer-focused approach.
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CRM Development for Coworking Space Company
5.0 Jun 16, 2025Yes, they are very responsive and eager to please. They have a strong work ethic and effort.
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More responsive than most other service providers
Get in TouchCynoteck Technology Solutions Pvt. Ltd. is very responsive
They are a great candidate to start a conversation with. Send them a short message or project inquiry.Was this helpful?
$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-usersView PackagesCRM 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, AutomationsWas this helpful?
See All Locations (1)Dehradun, India
A-4, Sahastradhara Rd, Doon IT Park
Dehradun, India 248001101 - 150
+1415 429-6641
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Undisclosed$50 - $99 / hr1,000 - 9,999Pittsford, NY
Services provided
25% CRM Consulting and SI20% Application Management & Support20% Enterprise App Modernization +3 services15% ERP Consulting and SI10% Other IT Consulting and SI10% Web DevelopmentSee all 1 projectsConcentrix Corporation specializes in CRM implementation and customization, notably transforming SugarCRM for clients. They are praised for their proactive collaboration, with 90% of clients valuing their strategic questioning and customer support. However, 10% suggest improvement in post-implementation follow-up. Their expertise aids businesses without robust IT knowledge, ensuring tailored CRM solutions.
Industry Experience
Concentrix Corporation has demonstrated expertise in the financial services sector, particularly in asset-based lending and CRM implementation. Clients report satisfaction with their ability to customize systems like Sugar CRM and provide ongoing support. Strengths include effective communication, understanding client needs, and adapting solutions. Overall sentiment is positive, although there are suggestions for improved post-implementation support. This indicates a strong fit for financial services clients seeking tailored IT solutions and support.
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Financial servicesWas this helpful?
Average Project Cost Breakdown
Read All ReviewsWhat Clients Have Said
Clients generally view Concentrix Corporation as a cost-effective partner, particularly when compared to alternatives like Salesforce. One client noted that while Sugar's licensing was comparable to Microsoft Dynamics, it was about half the price of Salesforce, underscoring Concentrix's value for money. The feedback reflects satisfaction with the company's ability to customize solutions and provide ongoing support, although there are suggestions for improved post-implementation follow-up to enhance overall client experience.Was this helpful?
See All Locations (1)Pittsford, NY
3750 Monroe Ave
Pittsford, NY 14534251 - 300
+1.864.335.1346
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UndisclosedUndisclosed250 - 999West Henrietta, NY
Services provided
50% CRM Consulting and SI50% ERP Consulting and SINavint Partners, a CRM consulting and SI and ERP consulting and SI company, was founded in 2010. The team provides CRM consulting and SI and ERP consulting and SI.
Read moreSee All Locations (1)West Henrietta, NY
5569 West Henrietta Road
West Henrietta, NY 14586201 - 250
+1 888.607.6575
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UndisclosedUndisclosed50 - 249Pittsford, NY
Services provided
20% CRM Consulting and SI20% Cloud Consulting & SI20% Cybersecurity +2 services20% IT Managed Services20% IT Strategy ConsultingLaunched in 2005, Iconic IT is a midsize Bedford, Texas-based IT strategy consulting company. Their services include IT strategy consulting and cloud consulting & SI.
Read moreSee All Locations (7)Pittsford, NY
656 Kreag Road
Pittsford, NY 1453431 - 40
(585) 460-8844
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$5,000+$50 - $99 / hr50 - 249Rochester, NY
Services provided
20% CRM Consulting and SI20% Branding20% Pay Per Click +2 services20% Sales Outsourcing20% Social Media MarketingFlashCat is a branding company in Phoenix, Arizona and Rochester, New York. Founded in 2024, the team specializes in Branding and Social Media Marketing.
Read moreSee All Locations (2)Rochester, NY
115 Liberty Pole Way
Rochester, NY 146042 - 5
6028464622
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Undisclosed$100 - $149 / hr2 - 9Rochester, NY
Services provided
10% CRM Consulting and SI40% IT Managed Services30% Cybersecurity +2 services10% Cloud Consulting & SI10% ERP Consulting and SIHeadquartered in Rochester, New York, Rochester IT & Business Solutions is an IT managed services company. They offer IT managed services and Cybersecurity.
Read moreSee All Locations (1)Rochester, NY
Vermont Street
Rochester, NY 146092 - 5
15852366910
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UndisclosedUndisclosed2 - 9Fairport, NY
Services provided
100% CRM Consulting and SIAble Cloud Advisors is a CRM consulting and SI company. Their team is headquartered in Fairport, New York. The agency focuses on CRM consulting and SI.
Read moreSee All Locations (1)Fairport, NY
50 Lambeth Loop, Fairport
Fairport, NY 144501
+1 585.739.5251
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UndisclosedUndisclosed50 - 249Pittsford, NY
Services provided
20% CRM Consulting and SI20% API Development20% Cloud Consulting & SI +2 services20% E-Commerce Development20% UX/UI DesignUser experience company Envision (A Netsmartz Company) is headquartered in Pittsford, New York. Their services include UX/UI Design and cloud consulting & SI.
Read moreSee All Locations (1)Pittsford, NY
1250 Pittsford-Victor Road Ste 310
Pittsford, NY 145346 - 9
+1.888.661.8967
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UndisclosedUndisclosed2 - 9Irondequoit, NY
Services provided
10% CRM Consulting and SI20% Conversion Optimization20% Social Media Marketing +3 services20% Web Design20% Web Development10% Email MarketingDaly Marketing is a Conversion Optimization company. The Irondequoit, New York-based company offers Conversion Optimization and Social Media Marketing.
Read moreSee All Locations (1)Irondequoit, NY
85 Druid Hill Park
Irondequoit, NY 146091
+1.585.737.1606
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Undisclosed$100 - $149 / hr10 - 49Buffalo, NY
Services provided
70% CRM Consulting and SI20% ERP Consulting and SI10% Other IT Consulting and SILaunched in 1996, Software Solutions Group is a small CRM consulting and SI company. Their services include CRM consulting and SI and ERP consulting and SI.
Read moreSee All Locations (1)Buffalo, NY
90 Bryant Woods South Suite 100
Buffalo, NY 1422821 - 30
716-568-2040
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$1,000+$100 - $149 / hr10 - 49Buffalo, NY
Services provided
20% CRM Consulting and SI20% Branding20% Search Engine Optimization +2 services20% Web Design20% Web DevelopmentBranding agency Radish Agency provides Branding and Search Engine Optimization. They were launched in 2024.
Read moreSee All Locations (1)Buffalo, NY
Delham Avenue
Buffalo, NY 142162 - 5
7163358350
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A Clutch Leaders Matrix provides a broad view of the top-performing companies in a particular service or location. Each company featured in a Leaders Matrix is evaluated based on Focus and Ability to Deliver. The size of each circle indicates that company’s size.
By using verified reviews, focused service details, and real project data, the Leaders Matrix highlights companies that consistently deliver and stand out from the rest. Each company’s position is based on how well they focus on a service area and how consistently they deliver results, helping you make informed, confident decisions. Learn More
Focus (x-axis)
Focus accounts for a company’s specialization within a certain service.
Ability to Deliver (y-axis)
Ability to Deliver considers three criteria:
- Client feedback and reviews
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List of the Top 1 Rochester CRM Companies
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Undisclosed$50 - $99 / hr1,000 - 9,999Pittsford, NY
Ability to deliver
15.8/40.09.8/20 Reviews0/10 Clients & Experience6/10 Market PresenceService focus
25% CRM Consulting and SI75% Other -
UndisclosedUndisclosed250 - 999West Henrietta, NY
Ability to deliver
0/40.00/20 Reviews0/10 Clients & Experience0/10 Market PresenceService focus
50% CRM Consulting and SI50% Other -
UndisclosedUndisclosed50 - 249Pittsford, NY
Ability to deliver
5.5/40.00/20 Reviews0/10 Clients & Experience5.5/10 Market PresenceService focus
20% CRM Consulting and SI80% Other -
$5,000+$50 - $99 / hr50 - 249Rochester, NY
Ability to deliver
4/40.00/20 Reviews0/10 Clients & Experience4/10 Market PresenceService focus
20% CRM Consulting and SI80% Other -
Undisclosed$100 - $149 / hr2 - 9Rochester, NY
Ability to deliver
4.6/40.00/20 Reviews0/10 Clients & Experience4.6/10 Market PresenceService focus
10% CRM Consulting and SI90% Other -
UndisclosedUndisclosed2 - 9Fairport, NY
Ability to deliver
0/40.00/20 Reviews0/10 Clients & Experience0/10 Market PresenceService focus
100% CRM Consulting and SI -
UndisclosedUndisclosed50 - 249Pittsford, NY
Ability to deliver
0/40.00/20 Reviews0/10 Clients & Experience0/10 Market PresenceService focus
20% CRM Consulting and SI80% Other -
UndisclosedUndisclosed2 - 9Irondequoit, NY
Ability to deliver
0/40.00/20 Reviews0/10 Clients & Experience0/10 Market PresenceService focus
10% CRM Consulting and SI90% Other -
Undisclosed$100 - $149 / hr10 - 49Buffalo, NY
Ability to deliver
5.3/40.00/20 Reviews0/10 Clients & Experience5.3/10 Market PresenceService focus
70% CRM Consulting and SI30% Other -
$1,000+$100 - $149 / hr10 - 49Buffalo, NY
Ability to deliver
4.9/40.00/20 Reviews0/10 Clients & Experience4.9/10 Market PresenceService focus
20% CRM Consulting and SI80% Other
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