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Top CRM Consultants in Rochester

Ratings Updated: April 30, 2025

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10 Companies

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1 Leaders 9 Contenders

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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Set 2 Close

4.9 44 reviews
Premier Verified

$5,000+

$200 - $300 / hr

10 - 49

Serves Rochester, NY

Services provided

80% CRM Consulting and SI

20% Business Consulting

Set 2 Close is a CRM Consulting and Systems Integration company specializing in HubSpot onboarding and training services. Across the reviews, 100% of clients praised their expertise, timely project delivery, and personalized approach, with many highlighting their ability to align CRM solutions with specific business needs. The consistent positive feedback underscores their proficiency in CRM implementation and customer engagement strategies.

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30 of 33 CRM Consulting and SI reviews are 5 stars

31 new reviews for CRM Consulting and SI in past 6 months

Less than $10,000 avg. project cost

CRM Consulting and SI PROJECT HIGHLIGHT

CRM Consulting & Digital Strategy for Podcast Production Co

5.0 — Set 2 Close provides HubSpot CRM training for a podcast production company. The team has set up and maintained an active list of customers and prospects and used the lists to stand up drip Read more

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Average Project Cost Breakdown

Less than $10,000 (29)

$10,000 to $49,000 (5)

$50,000 to $199,999 (2)

What Clients Have Said

Clients consistently highlight Set 2 Close's exceptional value for money, with feedback emphasizing that their pricing fits within budgets while delivering high-quality services. For instance, one client noted, 'The initial onboarding was completely free,' showcasing their commitment to proving value before discussing extended services. Another remarked on the 'good value for cost,' further reinforcing positive sentiment towards the company's pricing structure. Overall, clients express satisfaction with the balance of cost and service quality.

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Bulgaria (1)

Canada (10)

United States (29)

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small $0 B2B businesses using HubSpot CRM. medium $0 B2B businesses using HubSpot Sales Hub. large $0 B2B businesses using HubSpot Sales & Marketing Hub

Free HubSpot CRM Audit

Set2Close offers a Free HubSpot CRM Audit designed to help businesses uncover inefficiencies and unlock growth potential within their HubSpot CRM systems. As HubSpot's fastest-growing Platinum Partner, we evaluate your CRM setup to enhance visibility, streamline processes, and ensure maximum utilization of the platform's capabilities for revenue.

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CloudMasonry

5.0 14 reviews
Premier Verified

$10,000+

$150 - $199 / hr

50 - 249

Serves Rochester, NY

Services provided

90% CRM Consulting and SI

10% Low/No Code Development

CloudMasonry is a CRM Consulting firm specializing in CRM Implementation and Systems Integration. Across their reviews, 100% of clients commend their proactive project management and technical expertise. Clients consistently highlight their exceptional responsiveness and ability to deliver high-quality results within agreed timelines, with no notable areas for improvement mentioned.

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5 of 5 CRM Consulting and SI reviews are 5 stars

3 new reviews for CRM Consulting and SI in past 6 months

$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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Average Project Cost Breakdown

$10,000 to $49,000 (4)

$50,000 to $199,999 (4)

Less than $10,000 (2)

$200,000 to $999,999 (2)

$1,000,000 to $9,999,999 (1)

$10,000,000 + (0)

What Clients Have Said

Client feedback regarding CloudMasonry highlights a strong sentiment of value for money, with multiple reviews noting their competitive pricing and good value for cost. For instance, clients from Future PLC and Lehigh University praised CloudMasonry for being a great culture fit and delivering quality work within budget constraints. Additionally, a client from an insurance company emphasized the pricing fit for their budget, further reinforcing the positive perception of the company's affordability and overall value.

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2 of 2 reviews are 5 stars

2 new reviews for CRM Consulting and SI services

$10,000 – $49,000 avg. project cost

Reviewed 2 times in the past 6 months

In the last six months, CloudMasonry has received highly positive feedback from clients, highlighting their proactive approach and effective project management. A Head of Operations praised their foresight and timely delivery, noting a seamless Salesforce implementation. Meanwhile, a Graduate Recruitment Manager commended their ability to transform vague concepts into actionable strategies, significantly increasing student applications. Overall, clients consistently express satisfaction with CloudMasonry's expertise, responsiveness, and alignment with company values, with no notable areas for improvement identified.

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France (1)

United States (12)

England (1)

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Cynoteck Technology Solutions Pvt. Ltd.

4.9 28 reviews
Premier Verified

$5,000+

$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 technology services company specializing in developing solutions such as Power BI reports, event management platforms, and website and app development. Overall, 90% of reviewers express satisfaction, praising their technical expertise, timely delivery, and customer-centric approach. Many clients also highlight their professionalism and responsiveness, with 70% noting their ability to exceed expectations.

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Reviews mention Openness

Clients have praised Cynoteck Technology Solutions Pvt. Ltd. for their exceptional openness in communication. One client noted that having direct access to both project managers and the development team facilitated clearer understanding and reduced miscommunication. The project management was described as impressive, with timely updates on deadlines and issues. This transparency and collaborative approach contributed significantly to the project's success, reinforcing a positive sentiment towards the company's openness.

App Design & Dev for CRM Software Company

5.0 Jun 22, 2020

Clients have direct access to both project managers and the wider team behind them. This is critical because technical things can easily be lost in translation when there's always and only a single middleman playing the role of messenger. They prevent that issue by keeping the lines of communication completely open.

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Average Project Cost Breakdown

$10,000 to $49,000 (11)

Less than $10,000 (8)

$50,000 to $199,999 (2)

$200,000 to $999,999 (1)

$1,000,000 to $9,999,999 (0)

$10,000,000 + (0)

What Clients Have Said

Cynoteck Technology Solutions Pvt. Ltd. is frequently praised for its competitive pricing and strong value for money. Clients highlighted the company's ability to deliver high-quality solutions within budget constraints, with one noting that Cynoteck 'fit our budget' and provided 'good value for cost.' Overall, feedback indicates satisfaction with cost-effectiveness, timely delivery, and the quality of work, reinforcing the positive sentiment regarding their pricing structure.

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Australia (2)

India (6)

Singapore (1)

United States (12)

England (1)

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small $3,000 Basic Package ideal for first-time CRM users. medium $8,000 Standard Package ideal for existing CRM users large $15,000 Enhanced Package for CRM power-users

CRM 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, Automations

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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 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.

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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

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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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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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 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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Daly Marketing

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.
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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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Ability to deliver

Focus

Proven

Market Leaders

Emerging

Niche

Clutch Leaders Matrix

Rollover to see company insights or click a company below for more details.

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. Learn More

Focus (x-axis)

Focus accounts for a company’s specialization within a certain service.

Ability to Deliver (y-axis)

Ability to Deliver considers three criteria:

Client feedback and reviews
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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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

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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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Top CRM Consultants in Rochester

List of the Top Rochester CRM Companies

CRM Consulting & Digital Strategy for Podcast Production Co

Average Project Cost Breakdown

What Clients Have Said

Free HubSpot CRM Audit

Salesforce Support for Publishing Company

Average Project Cost Breakdown

What Clients Have Said

Reviewed 2 times in the past 6 months

Reviews mention Openness

App Design & Dev for CRM Software Company

Average Project Cost Breakdown

What Clients Have Said

CRM Implementation Packages

Average Project Cost Breakdown

What Clients Have Said

Get closer to kicking off your next project today

List of the Top 1 Rochester CRM Companies

Latest CRM Articles

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Specialties

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