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Top CRM Consultants in Rochester

Ratings Updated: October 6, 2026

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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

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What are Featured Providers?
Set2Close

5.0 103 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 specializes in CRM Consulting and Systems Integration, with a strong focus on HubSpot implementation and optimization. The company has received overwhelmingly positive feedback, with 100% of reviewers highlighting their expertise, and personalized approach. Clients frequently commend Set2Close for their organizational skills and ability to tailor solutions to specific business needs, making them highly recommended for CRM services.

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Reviews mention Timely
Set2Close has received consistently positive feedback regarding their timeliness in project management. Clients have noted that deliverables were met on time, with clear communication throughout the engagement. For instance, one client praised Set2Close for their excellent project management and responsiveness, stating that all requests were answered promptly and that they delivered everything as promised. Another client highlighted their ability to adapt quickly to timelines, ensuring successful outcomes without any delays. Overall, the sentiment is overwhelmingly favorable towards Set2Close's commitment to timely delivery.

Migration Services for Real Estate Company

4.5 Jun 20, 2024

They delivered ontime and were very responsive to our needs.
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CRM Consulting & SI for Education Company

5.0 Dec 10, 2024

Describe their project management. Did they deliver items on time? How did they respond to your needs? Always on time; Always responsive. What was your primary form of communication with Set 2 Close? Virtual Meeting.
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CRM Consulting & SI for Healthcare Platform

5.0 Dec 20, 2024

Very timely and on top of scheduling and process. They responded to all our needs.
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CRM Consulting & SI for Roofing Company

5.0 Jan 22, 2025

Handled the project quickly (needs were met faster than expected). The did exactly what they said they were going to quicker than they said they were going to do it.
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CRM Consulting & HubSpot Training for Property Marketplace

5.0 Jan 30, 2025

Set 2 Close was always on time and prepared for our meetings! Matt was fantastic with helping us with all of our problems.
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78 of 83 CRM Consulting and SI reviews are 5 stars

16 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
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Average Project Cost Breakdown

Less than $10,000 (72) $10,000 to $49,000 (7) $50,000 to $199,999 (2)

What Clients Have Said
Set2Close has received positive feedback regarding its cost-effectiveness and value for money. Clients frequently noted that the pricing fit their budgets while providing high-quality services. For instance, one client mentioned saving $2,000 to $5,000 on initial setup costs due to Set2Close's free onboarding service. Many reviews highlight the exceptional support and personalized training received, which contributed to clients feeling confident and self-sufficient in using HubSpot, ultimately validating their investment in Set2Close's services.
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United States (72) Canada (20) Bulgaria (1)

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Peeklogic, LLC

5.0 106 reviews

Premier Verified Clutch Guarantee

$1,000+

$25 - $49 / hr

50 - 249

Serves Rochester, NY

Services provided

65% CRM Consulting and SI

10% API Development

10% IT Staff Augmentation +2 services

10% Low/No Code Development

5% AI Development

Peeklogic, LLC is a CRM Consulting and SI company specializing in Salesforce development, CRM integration, and customer relationship management consulting. They consistently receive positive feedback, with 100% of reviewers impressed by their proactive communication, on-time delivery, and ability to handle complex projects, often exceeding expectations. Their expertise in CRM systems integration and alignment with client values are frequently highlighted.

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Reviews mention Communicative
Peeklogic, LLC has received consistently positive feedback regarding their communication skills across various projects. Clients have praised their proactive communication and responsiveness, citing instances where Peeklogic, LLC provided timely updates and maintained transparency throughout the project lifecycle. One client noted their exceptional communication strategy, which facilitated effective collaboration, while another emphasized their willingness to adapt based on client needs. Overall, the sentiment towards Peeklogic, LLC's communicative approach is overwhelmingly favorable, contributing to a strong sense of partnership.

CRM Solution Integration & Support for AI Technology Co

5.0 Jul 9, 2024

Peeklogic managed our project effectively by delivering items on time and responding promptly to our needs with clear communication and adaptability. Fast responded. They were highly responsive and available at all times, ensuring that any issues were addressed promptly.
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Apex Scripts Development for Salesforce Consulting Company

5.0 Jun 26, 2024

PeekLogic utilizes different team members who have expertise on different goals. They communicate thoroughly and timely. Great teamwork. Peeklogic, LLC always had someone who could solve my issue.
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Online Course Data Integration for Men's Education Co

5.0 Apr 25, 2024

The company has provided excellent communication throughout our collaboration. They were quick to respond and frequently followed up, ensuring we were always informed about the status of our project. Their regular check-in meetings were especially helpful, as they provided clear updates on their progress.
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CRM Consulting & SI for SaaS Company

5.0 Feb 27, 2024

They are great with communications and very quick to complete work. They have supportive, excellent staff.
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Salesforce Implementation for Software Consulting Firm

5.0 Jan 31, 2024

Great communicators, we had a plan in place from when the project started and Peeklogic kept up with all the deadlines, as well as being flexible if changes were needed. As always, they communicated effectively and clearly.
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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.
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View projects from:

United States (62) Canada (9) Switzerland (5) England (2) Germany (2) Israel (1) Australia (1) South Korea (1) Mexico (1) Norway (1) India (1) United Arab Emirates (1) Guatemala (1) France (1)

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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 IT Consulting Co
5.0 — Peeklogic, LLC provided CRM consulting and software development for a Salesforce IT consulting company. The team upgraded the client's Amazon Connect contact center instance and integrated it with Read more
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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.

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Reviews mention Patient
Client feedback highlights Computan's exceptional patience and responsiveness throughout their engagements. One client noted, 'They’re patient with us when we ask a lot of detailed questions,' emphasizing their supportive approach. Another stated, 'The team is patient via phone and email,' reflecting their commitment to maintaining a positive relationship even under pressure. Overall, clients express satisfaction with Computan’s ability to accommodate their needs, resulting in a highly favorable sentiment regarding their patience and customer-centric service.

Website Development Services for Educational Institution

5.0 May 13, 2021

Working with Computan has been an absolute pleasure. Their team is responsive to our needs and actively listens. They’re patient with us when we ask a lot of detailed questions. On the relationship front, it’s been very successful.
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Custom Software Dev for Marketing Company

5.0 Nov 20, 2020

Computan’s team is full of nice people. Everyone is always friendly, helpful, and patient. We communicate through calls and messages.
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HubSpot Development Support for Ad Agency

5.0 Sep 12, 2018

They value their relationship with clients over anything else. Honestly, we need that; whether I’m right or wrong, they treat me like I’m right. The team is patient via phone and email. They never get frustrated or exasperated, no matter how many projects are sitting there. Even when we don’t follow their process, Computan exhibits a patience and professionalism that I wish I could bring back to our agency.
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2 of 2 reviews are 5 stars

$10,000 – $49,000 avg. project cost

Reviewed 2 times in the past 6 months
Computan has received positive feedback from clients in the last six months, highlighting their strong project management and technical expertise. One client praised their ability to integrate complex systems seamlessly with HubSpot, noting a reliable agency locator tool that achieved over 300 matches per week. Another client commended Computan's responsiveness and the noticeable improvements in website speed and user engagement. Overall, clients appreciate the company's commitment to partnership and effective communication, with minimal areas for improvement indicated.
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More responsive than most other service providers

Computan is responsive
They are a great candidate to start a conversation with. Send them a short message or project inquiry.
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United States (35) Canada (11) Finland (1)

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Concentrix Corporation

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.

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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.
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Financial services

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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.
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Navint Partners

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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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.

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

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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 praise CloudMasonry for their competitive pricing and overall value. Feedback highlights that their services fit within budget constraints while delivering high-quality results. For instance, one client noted, 'Pricing fit our budget' and another emphasized, 'Good value for cost.' Overall sentiment reflects satisfaction with the company's ability to meet financial expectations, with multiple reviewers expressing that CloudMasonry offers a strong return on investment through effective project management and timely delivery.
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United States (13) France (1) England (1)

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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 Development

10% ERP Consulting and SI +3 services

10% Low/No Code Development

10% Mobile App Development

10% Web Development

Cynoteck Technology Solutions Pvt. Ltd. is a CRM Consulting and Systems Integration company recognized for its strong work ethic and effective project management. The company successfully developed a robust CRM system for a real estate client, with 100% of feedback highlighting their responsiveness and eagerness to meet client needs.

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Reviews mention Trustworthy
Cynoteck Technology Solutions Pvt. Ltd. is consistently regarded as a trustworthy partner by clients. One client emphasized their reliability, stating, 'They deliver what I need,' and highlighted their integrity and upfront communication about skillsets. Another client expressed confidence in their expertise, noting, 'I trust them with the system,' and praised their flexibility and willingness to adapt to changing requirements. Overall, the sentiment surrounding trustworthiness is overwhelmingly positive, with clients appreciating their commitment to quality and collaborative approach.

Salesforce Dev for Underground Utility Locating Firm

5.0 Sep 18, 2019

They may be remote, but I trust them with the system. If something happened to me, I’m confident that they would still make the right decisions. I can rely on their expertise—they know the system inside and out.
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Dev Augmentation for Microsoft Power Platform Solutions Co

5.0 Apr 16, 2020

They’re trustworthy. I have no reason to look elsewhere; they deliver what I need. The engagement with them has been great. Once I give them a scope of work, they will do what’s required to deliver the results as expected.
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1 of 1 CRM Consulting and SI reviews are 5 stars

$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
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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 its cost-effectiveness and value for money. Clients noted that the company's pricing fits within their budgets while delivering high-quality results. For example, one client emphasized that Cynoteck provided 'good value for cost' and another highlighted their 'excellent communication' and 'timely delivery' as key factors contributing to overall satisfaction. The sentiment is overwhelmingly positive, with many clients expressing a willingness to recommend Cynoteck based on their competitive pricing and reliable service.
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More responsive than most other service providers

Cynoteck 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.
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Iconic IT

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.
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Pittsford, NY

656 Kreag Road
Pittsford, NY 14534
31 - 40

(585) 460-8844

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FlashCat

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

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Rochester IT & Business Solutions

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

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.
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Envision (A Netsmartz Company)

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

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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Software Solutions Group

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

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.
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Clutch Leaders Matrix

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1 Concentrix Corporation

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.

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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
Work experience and previous projects
Market presence and reputation in the industry

List of the Top 1 Rochester CRM Companies

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

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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

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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

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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

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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

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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

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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

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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

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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

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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

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Reviews mention Timely

Migration Services for Real Estate Company

CRM Consulting & SI for Education Company

CRM Consulting & SI for Healthcare Platform

CRM Consulting & SI for Roofing Company

CRM Consulting & HubSpot Training for Property Marketplace

HubSpot CRM Training & Consulting for Pharmacy

Average Project Cost Breakdown

What Clients Have Said

Reviews mention Communicative

CRM Solution Integration & Support for AI Technology Co

Apex Scripts Development for Salesforce Consulting Company

Online Course Data Integration for Men's Education Co

CRM Consulting & SI for SaaS Company

Salesforce Implementation for Software Consulting Firm

Peeklogic, LLC is very responsive

CRM Consulting & Software Development for IT Consulting Co

Reviews mention Patient

Website Development Services for Educational Institution

Custom Software Dev for Marketing Company

HubSpot Development Support for Ad Agency

Reviewed 2 times in the past 6 months

Computan is responsive

Industry Experience

Select Industry to see insights

Average Project Cost Breakdown

What Clients Have Said

Salesforce Support for Publishing Company

Industry Experience

Select Industry to see insights

Average Project Cost Breakdown

What Clients Have Said

Reviews mention Trustworthy

Salesforce Dev for Underground Utility Locating Firm

Dev Augmentation for Microsoft Power Platform Solutions Co

CRM Development for Coworking Space Company

Average Project Cost Breakdown

What Clients Have Said

Cynoteck Technology Solutions Pvt. Ltd. is very responsive

Tell us what you need — we’ll match you with top agencies in minutes.

Why Trust Clutch

List of the Top 1 Rochester CRM Companies

Latest CRM Articles

Is Your Phone Spying On You? (And How to Stop It)

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Related Services

Specialties

Nearby Locations