Top CRM Consultants in Rochester
10 Companies
List of the Top Rochester CRM Companies
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What are Featured Providers?
$5,000+$200 - $300 / hr10 - 49Serves Rochester, NYServices provided
80% CRM Consulting and SI20% Business ConsultingSee all 77 projectsSet 2 Close is a CRM consultancy firm specializing in CRM implementation and integration services. With a 100% positive feedback rate, clients commend their exceptional project management, timely communication, and comprehensive support during CRM onboarding. A notable 60% of reviewers highlighted their expertise in HubSpot, praising their ability to streamline sales processes and enhance operational efficiency.
Reviews mention Customized support
Clients consistently praised Set 2 Close for their customized support, noting the company's tailored approach to training and consulting. One client highlighted how they exceeded expectations by addressing unique business situations and providing personalized guidance, resulting in significant productivity improvements. Another client commended the company's responsiveness and flexibility in adapting training to specific needs, ensuring effective learning. Overall, sentiment regarding customized support is highly positive, with clients expressing satisfaction and appreciation for the individualized attention received.-
HubSpot Onboarding for Financial Services Company
5.0 Jan 13, 2025Set 2 Close's individualized approach helped me better understand how to use HubSpot. In addition to our weekly meetings, Kyle and Ari were prompt to respond to any questions I had via email.
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CRM & Marketing Consulting for Consulting Company
5.0 Mar 17, 2025They provided assistance tailored to my specific needs, One on One. After each meeting, they provided follow-up videos for information not covered in the meeting.
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HubSpot Training & Consulting for Consulting Firm
5.0 Apr 8, 2025Whenever I had specific needs or questions, Set2Close was highly responsive. They provided prompt support, either during training or in between sessions, ensuring I had the guidance needed to apply what I was learning. If any adjustments were required to tailor the training to my workflow, they made those changes seamlessly and quickly, without any delays. Their proactive communication and flexibility ensured a smooth learning experience and helped me stay on track with my goals.
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HubSpot Training & Consulting for Consulting Firm
5.0 Apr 8, 2025What impressed me most about Set2Close was their personalized approach to training. Unlike many other training providers, they took the time to understand my specific business needs and tailored the HubSpot training accordingly. This made the experience feel relevant and directly applicable to my daily tasks. Their responsiveness was also exceptional.
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22 of 24 reviews are 5 stars21 new reviews for CRM Consulting and SI servicesLess than $10,000 avg. project costRead 24 Recent ReviewsReviewed 24 times in the past 6 months
In the last six months, client feedback for Set2Close has been overwhelmingly positive, highlighting their expertise in HubSpot onboarding and CRM implementation. Clients praised the responsiveness and personalized support from team members like William and Jeremy, noting successful outcomes such as improved sales processes and enhanced understanding of HubSpot functionalities. One client remarked on the 'exceptional experience' and 'strategic guidance,' while another emphasized the company's ability to tailor solutions to specific business needs, indicating strong overall satisfaction and effective collaboration.Was this helpful?
Average Project Cost Breakdown
Read All ReviewsWhat Clients Have Said
Clients consistently express satisfaction with Set2Close's cost-effectiveness and overall value. Many reviews highlight that the pricing aligns well with budgets, particularly for small to medium-sized businesses, stating it offers 'good value for cost.' A client from Strategic Wealth Management noted, 'Pricing fit our budget' and 'Good value for cost.' Overall, feedback indicates that Set2Close delivers high-quality services that justify their pricing, enhancing clients' operational efficiency and CRM utilization.Was this helpful?
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$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.
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, 2024The 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.
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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?
See All Locations (3)New York, NY
33 Irving Place
New York, NY 1000310 - 15
888-668-2525
$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.
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.
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Real estate Healthcare Manufacturing Sports Nonprofit Advertising & marketing Legal Cannabis Food & Beverages IT Services Software Education Arts, entertainment & music Retail Legal Information technology Utilities ConsultingWas this helpful?
Average Project Cost Breakdown
Read All ReviewsWhat 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.Was this helpful?
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$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?
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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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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:
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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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