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Top CRM Consultants in Rochester

Ratings Updated: April 16, 2026
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1 Leaders 10 Contenders

11 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 93 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 integration. The company consistently receives positive feedback, with 100% of reviewers praising their tailored approach and expertise in HubSpot implementation. Clients commend their proactive support and clear communication, highlighting the value provided at a competitive price. The proprietary Sidekick tool is often noted for enhancing client workflows and setting Set2Close apart from competitors.

    See all 93 projects

    Reviews mention Easy to work with

    The overall sentiment regarding Set2Close's ease of collaboration is highly positive. Clients consistently highlight their fun and communicative nature, describing them as 'very easy to work with' and 'a pleasure to work with.' One client noted their ability to develop tracking strategies that aligned with specific needs, while another emphasized their communicative approach and seamless project management. Overall, Set2Close is praised for their attentiveness and commitment to client needs, fostering long-term partnerships.
    • CRM & Business Consulting for Construction Company
      5.0 May 8, 2025

      The company offers an ease of use and the ability to use sidekick tool to assist in daily use and learning of HubSpot. The availability of the account manager to answer questions and assist with set up is impressive.

      Read Full Review
    • Web Development, Design & CRM Setup for B2B Creative Prod Co
      5.0 Jul 2, 2025

      Project management was great. Everyone was very communicative and easy to work with, and did fantastic work. They were a pleasure to work with and we look forward to continuing our partnership as we move forward with other projects.

      Read Full Review
    • Sales & CRM Consulting & SI for Machine Tool Company
      5.0 Sep 15, 2025

      Set 2 Close was very intentive to our needs and wants and developed the tracking stratagies based on those needs. Very easy to work with and always kept our needs in mind while directing us in a more natural flow of tracking. Our company was very impressed with the Set 2 Close. Great group of people to work with.

      Read Full Review
    • HubSpot CRM Training & Consulting for Pharmacy
      5.0 Mar 18, 2026

      Beyond their technical expertise, the team is fun to work with and constantly generates innovative RevOps ideas. We’re thrilled to continue this long-term partnership and highly recommend them to any fast-scaling company.

      Read Full Review
    Read All Reviews
    24 of 24 reviews are 5 stars
    24 new reviews for CRM Consulting and SI services
    Less than $10,000 avg. project cost

    Reviewed 24 times in the past 6 months

    In the past six months, Set2Close has received overwhelmingly positive feedback from clients across various industries. Clients praised their thorough training, responsive support, and tailored solutions, with specific mentions of their 'Sidekick tool' enhancing user experience. One client noted, "Set2Close exceeded our expectations at every stage of the engagement," while another highlighted the team's ability to simplify complex processes. Overall, the sentiment reflects high satisfaction, with no significant areas for improvement identified.
    Read 24 Recent Reviews
    71 of 76 CRM Consulting and SI reviews are 5 stars
    24 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 76 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
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    Peeklogic, LLC Logotype

    Peeklogic, LLC

    5.0 92 reviews
    Premier Verified
    $1,000+
    $25 - $49 / hr
    50 - 249
    Serves Rochester, NY

    Services provided

    85% CRM Consulting and SI
    14% Low/No Code Development
    1% Custom Software Development

    Peeklogic, LLC is a CRM Consultancy specializing in CRM Implementation, CRM Integration, and Salesforce development services. They consistently receive positive feedback, with clients praising their strong project management, clear communication, and deep expertise—mentioned by over 80% of reviewers. Their ability to deliver tailored solutions and align with client needs has led to significant efficiency improvements across various industries.

    See all 92 projects
    15 of 16 reviews are 5 stars
    11 new reviews for CRM Consulting and SI services
    $10,000 – $49,000 avg. project cost

    Reviewed 16 times in the past 6 months

    In the past six months, client feedback for Peeklogic, LLC has been overwhelmingly positive, highlighting their strong project management and effective communication. Clients praised their ability to deliver complex Salesforce solutions on time, with one noting a 'fully working integration' and another lauding their 'deep Salesforce expertise.' Many clients reported significant productivity improvements, stating they saved '10-15 hours of work per week' and experienced '50% time savings' in operations. Overall, there were no major areas for improvement identified.
    Read 16 Recent Reviews

    Industry Experience

    Peeklogic, LLC has garnered positive feedback across various industries, including Financial Services, Information Technology, Medical, and Non-Profit sectors. Clients have praised their expertise in Salesforce integrations, project management, and responsiveness. Notably, in Financial Services, they enhanced operational efficiency through automation and integration with platforms like Jira. In IT, they delivered custom software solutions effectively. Overall, sentiment is highly favorable, indicating strong alignment with clients' needs and successful project outcomes.

    Read All Reviews

    Select Industry to see insights

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

    View projects from:

    United States (55) Canada (8) 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)
    $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
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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 Exceeds expectations

    Client feedback indicates that CloudMasonry consistently exceeds expectations, particularly in delivering a comprehensive email communication strategy within a short timeframe. One client noted their project was stalled for years, yet CloudMasonry managed to implement a fully functioning campaign in just weeks, significantly increasing application numbers. The team's responsiveness, expert guidance, and strong project management were highlighted as key strengths, contributing to a highly satisfactory experience with no identified areas for improvement.
    • Communications Strategy for University
      5.0 Nov 21, 2024

      The CloudMasonry team was able to deliver this project within a short timeframe that exceeded our expectations. We have been stalled in trying to build this ourselves for years! And, we now have a fully functioning email campaign within a few weeks. We are already seeing and measuring the outcomes--our application numbers have increased significantly over the last few months.

      Read Full Review
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    6 of 6 CRM Consulting and SI reviews are 5 stars
    1 new review for CRM Consulting and SI in past 6 months
    $50,000 – $199,999 avg. project cost

    CRM 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 more
    Read 6 Reviews

    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.

    Read All Reviews

    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.
    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 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.

    Read more
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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

    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
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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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  • 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.

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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.

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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
    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. 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
  10. 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
  11. 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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