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Top CRM Consultants in Rochester

Ratings Updated: July 29, 2026
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1 Leaders 9 Contenders

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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

  • Featured

    What are Featured Providers?

    Set2Close Logotype

    Set2Close

    5.0 102 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 is a CRM Consultancy specializing in CRM Implementation, Integration, and Customer Relationship Management Consulting. They receive consistently positive feedback, with 100% of reviews highlighting their expertise in HubSpot, exceptional project management, and personalized support. Clients particularly appreciate their organized approach and ability to tailor solutions to specific business needs, as noted in 80% of the reviews.

    See all 102 projects

    Reviews mention Well-organized projects

    Clients consistently praised Set2Close for their well-organized project management, highlighting timely deliverables and effective communication. For instance, Loop ERP commended their structured approach with regular check-ins and prompt responses to requests. Similarly, SDC Partners noted the team's ability to maintain a smooth meeting cadence and address ad-hoc inquiries swiftly. Overall, the sentiment reflects a strong appreciation for Set2Close's organized execution, which facilitated successful project outcomes across various initiatives.
    • HubSpot Migration for Camping Trailer Company
      5.0 Feb 12, 2025

      Virtual Meetings were scheduled in advance and attended promptly, with the requested information available and ready for each meeting. Supplemental emails and calls where necessary were prompt and helpful.

      Read Full Review
    • HubSpot Onboarding for Construction Consulting Company
      5.0 Apr 1, 2025

      Set 2 Close was well organized, kept our meeting cadence flowing and were able to respond in under 24hrs for our adhoc requests/questions.

      Read Full Review
    • CRM System Implementation for ERP Platform Company
      5.0 Dec 3, 2025

      Set2Close.io’s project management throughout the implementation was highly organized, responsive, and consistent. Deliverables were completed on time and aligned with the agreed-upon timeline, with clear communication at every stage. The team maintained a structured approach that included regular check-ins, status updates, and documented action items, which kept the project moving smoothly and prevented bottlenecks.

      Read Full Review
    • CRM Consulting for Sales Compensation Solutions Company
      5.0 Jul 23, 2026

      Jeremy was well organized - meetings were scheduled in advance with clear objectives and pre-work. Set2Close was well organized and detail-oriented.

      Read Full Review
    Read All Reviews
    77 of 82 CRM Consulting and SI reviews are 5 stars
    17 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
    Read 82 Reviews

    Industry Experience

    Set2Close has demonstrated expertise across various industries, including advertising, healthcare, information technology, and education. Clients consistently praise their comprehensive HubSpot onboarding, CRM customization, and training, which have led to improved operational efficiency and enhanced marketing capabilities. Sentiment remains highly positive, particularly in healthcare and IT sectors, where their tailored solutions effectively drive business growth. Prospective clients in these industries can expect strong support and a proactive approach to achieving their project goals.

    Read All Reviews

    Select Industry to see insights

    Media Consulting Restaurants Wellness & Fitness Insurance Consumer Products Retail Non-profit Arts, entertainment & music Education Agriculture Business services Financial services Construction Transportation Software IT Services Other Industry Healthcare Human Resources Medical Supply Chain, Logistics, and Transport Manufacturing Information technology Real estate Other industries Advertising & marketing

    View projects from:

    United States (71) Canada (20) Bulgaria (1)
    View Profile Visit Website
    Peeklogic, LLC Logotype

    Peeklogic, LLC

    5.0 103 reviews
    Premier Verified
    $1,000+
    $25 - $49 / hr
    50 - 249
    Serves Rochester, NY

    Services provided

    70% CRM Consulting and SI
    10% AI Development
    10% API Development +1 service
    10% IT Staff Augmentation

    Peeklogic, LLC is a CRM Consulting and Systems Integration company specializing in Salesforce development, customization, and integration. Clients consistently praise their expertise, responsiveness, and strong project management, with 100% of reviews highlighting timely delivery and effective solutions. Their practical approach to seamlessly integrating external systems and enhancing Salesforce environments is notably impressive.

    See all 103 projects

    Reviews mention Receptive

    Clients have expressed a positive sentiment towards Peeklogic, LLC's receptiveness to feedback. Notably, one client highlighted that Peeklogic listened to their request for linking Confluence pages to Salesforce and incorporated this functionality in a subsequent release. Additionally, the company's effective communication and timely responses to needs have been praised, underscoring their commitment to client satisfaction. Overall, the sentiment reflects a strong appreciation for Peeklogic's adaptability and responsiveness.
    • Software Integration for Specialty Chemicals Company
      5.0 Feb 20, 2024

      We were asking for linking confluence pages to Salesforce components. Peeklogic listened and added this functionality to one of their next releases.

      Read Full Review
    • ERP Design & Dev for Trucking Company
      5.0 Jan 26, 2024

      Great, they always delivered on time and relied on our feedback to add features. Amazing listeners and involved in comprehending our operations extensively.

      Read Full Review
    Read All Reviews

    View projects from:

    United States (61) Canada (9) 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
    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 & SI for Commercial Lending Firm

    5.0 — Peeklogic, LLC has improved a commercial lending firm's Salesforce system. The team has enhanced workflows, lead and opportunity management, activity tracking, and automation while supporting Read more
    Read Similar Reviews
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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, 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.

    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.

      Read Full Review
    • 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
    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
    Read 6 Reviews

    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.

    Read All Reviews

    Select Industry to see insights

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

    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.
    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 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.

    See all 1 projects

    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.

    Read All Reviews

    Select Industry to see insights

    Financial services

    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.
    Read All Reviews
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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
    View Profile

  • Featured

    What are Featured Providers?

    Computan Logotype

    Computan

    4.8 45 reviews
    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 versatile web development company offering comprehensive services, including WordPress and HubSpot development, CMS integration, and digital marketing support. Overall, 100% of reviews highlight their technical expertise and reliability, with approximately 85% praising their timeliness and communication. Clients appreciate Computan's adaptability and value for cost, though some suggest minor improvements in project delivery visibility and proactive communication.

    See all 45 projects

    Reviews mention Hard working

    Clients consistently commend Computan for their hard work and dedication. One client noted, "They have been a true partner to us - often completing work ahead of schedule," highlighting their commitment to timeliness. Another remarked on their ability to tackle challenges proactively, stating, "They take ownership of their work throughout the project." Overall, the sentiment reflects a strong appreciation for Computan's diligence, with clients emphasizing their reliability and willingness to go above and beyond to meet project requirements.
    • WordPress & HubSpot Web Dev Projects for PR & Marketing Firm
      5.0 May 13, 2022

      I have found them to be ahead of schedule for the variety of our projects, and willing to jump in quickly for urgent, unexpected needs. We are able to take the pain out of this process and a lot of that is thanks to our partners at Computan. They have been a true partner to us - often completing work ahead of schedule, always making amends for any mistakes or miscommunications, and willing to jump in if issues arise unexpectedly.

      Read Full Review
    • Shopify Dev for Skincare Company
      5.0 Nov 20, 2020

      They took feedback well and were willing to work on projects as long as it takes to find the right solution. Sometimes there are some project delays, but we’ve been very happy on the whole. They’re great at understanding priorities and what’s necessary to move a project forward on schedule.

      Read Full Review
    Read All Reviews

    Industry Experience

    Computan has demonstrated strong expertise across various industries, including Advertising & Marketing, Education, Healthcare, E-commerce, and Technology. Clients consistently praise their responsiveness, flexibility, and the quality of deliverables, particularly in web development and integration projects. Sentiment is generally positive, highlighting their ability to adapt and collaborate effectively. Their services are well-suited for organizations seeking reliable web development and maintenance, especially those utilizing platforms like WordPress and HubSpot.

    Read All Reviews

    Select Industry to see insights

    Automotive Advertising & marketing Healthcare IT Services Education Beauty & Cosmetics Wellness & Fitness Software Logistics & Supply Chain Media Consulting Manufacturing Telecommunications Hospitality & leisure Nonprofit Information technology Business services Research Other Industry

    Average Project Cost Breakdown

    $10,000 to $49,000 (22) Less than $10,000 (7) $50,000 to $199,999 (4) $1,000,000 to $9,999,999 (1)

    What Clients Have Said

    Computan has been recognized for providing excellent value for money, with clients frequently noting that their pricing aligns well with project budgets. One client highlighted that Computan delivered exceptional quality of work for the cost, stating, 'the quality of work we get for the cost is something I have not seen in any agency I have worked.' Another client emphasized their competitive pricing, stating it was a decisive factor in their selection. Overall, sentiment regarding Computan's cost-effectiveness and value remains highly positive.
    Read All Reviews

    View projects from:

    United States (34) Canada (10) Finland (1)
    View Profile Visit Website
  • 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)
    View Profile

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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
    View Profile
  • 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
    View Profile
  • 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.

    Read more
    View Profile
  • 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.

    Read more
    View Profile
  • 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
    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. 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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