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Top CRM Consultants in San Francisco

Ratings Updated: April 9, 2026

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Set2Close

5.0 92 reviews
Premier Verified

$5,000+

$200 - $300 / hr

10 - 49

Serves San Francisco, CA

Services provided

80% CRM Consulting and SI

20% Business Consulting

Set2Close is a CRM Consultancy specializing in CRM Implementation, CRM Integration, and Customer Relationship Management Consulting services. Clients consistently praise their expert guidance and tailored solutions, with 100% of reviewers highlighting their responsiveness and tailored support. Set2Close is noted for its effective CRM Systems Integration and consistently exceeds client expectations through personalized training and ongoing support.

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Reviews mention Helpful
The sentiment regarding Set2Close's helpfulness is overwhelmingly positive across client reviews. Clients frequently commend the team's ability to simplify complex processes, with one noting they 'broke down complex processes into simple, digestible steps.' Another client highlighted their 'timely and responsive' communication, emphasizing that the support was 'essential to simplifying our workflow.' Overall, clients express high satisfaction, stating that Set2Close was 'great' and 'knowledgeable,' and appreciated their thoroughness in addressing specific needs.

Sales Process Automation for SaaS Platform

5.0 Dec 15, 2022

The systems that Set@2Close are helping us set up are already starting to take unnecessary manual steps out of our sales process, freeing up our sales rep's time to redeploy to other duties. This will allow our team to move further, faster, with less human effort. The workflow and communication between their team and ours have been air tight so far. Their willingness to help our business in any way that they can is impressive. They weren't trying to force us down a pathway that worked best for them. Every step has been focused on what our business requires.
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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. They were knowledgeable, thorough, and organized, demonstrated an excellent ability to understand our specific company needs and helped to train and educate us on Hubspot functionality in a friendly and accessible manner.
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HubSpot Consulting & Training for Accounting Company

4.5 Mar 21, 2025

Everything was timely and the team was very responsive and helpful. Being helpful and resourceful. Also having pre-recorded video on how to implement certain tasks.
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HubSpot Implementation Support for Pool & Spa Company

5.0 May 20, 2025

His support has made a big difference in helping us feel confident navigating the platform.
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CRM Consulting for Software Company

4.5 Jun 24, 2025

Set 2 Close was responsive and helpful in walking me through my questions and concerns. It was great to have an outline and know what the intention of the next call was, while still leaving room for ad-hoc questions.
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23 of 23 reviews are 5 stars

23 new reviews for CRM Consulting and SI services

Less than $10,000 avg. project cost

Reviewed 23 times in the past 6 months
Recent client feedback for Set2Close highlights their exceptional responsiveness and expertise in HubSpot implementation. Clients praised their tailored training and support, noting specific instances such as a successful CRM rollout for StaffingOS® that improved pipeline visibility and reduced manual tasks. Overall, sentiment is overwhelmingly positive, with clients emphasizing the value of personalized assistance and effective project management, consistently recommending Set2Close for businesses seeking to optimize their CRM processes.
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United States (65) Canada (19) Bulgaria (1)

This provider is fluent in 2 languages:

English

French

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4 of 4 San Francisco-based reviews are 5 stars

1 San Francisco-based review for CRM Consulting and SI in past 6 months

Less than $10,000 avg. project cost for CRM Consulting and SI services in San Francisco

San Francisco-based CRM Consulting and SI project highlight

CRM System Implementation for ERP Platform Company
5.0 — Set2Close implemented HubSpot for an ERP platform company. The team configured HubSpot and a CRM structure, set up marketing automation, created sales pipelines, and trained sales development Read more
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Peeklogic, LLC

5.0 92 reviews
Premier Verified

$1,000+

$25 - $49 / hr

50 - 249

Serves San Francisco, CA

Services provided

85% CRM Consulting and SI

14% Low/No Code Development

1% Custom Software Development

Peeklogic, LLC is a CRM Consulting and Systems Integration company specializing in Salesforce development, implementation, and integration services. With an impressive 100% positive feedback across reviews, clients commend their strong project management, deep Salesforce expertise, and effective communication skills. Approximately 80% of reviewers highlight Peeklogic’s ability to deliver projects on time and provide seamless solutions tailored to client needs.

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15 of 16 reviews are 5 stars

11 new reviews for CRM Consulting and SI services

$10,000 – $49,000 avg. project cost

Reviewed 16 times in the past 6 months
In the past six months, client feedback for Peeklogic, LLC has been overwhelmingly positive, highlighting their strong project management and effective communication. Clients praised their ability to deliver complex Salesforce solutions on time, with one noting a 'fully working integration' and another lauding their 'deep Salesforce expertise.' Many clients reported significant productivity improvements, stating they saved '10-15 hours of work per week' and experienced '50% time savings' in operations. Overall, there were no major areas for improvement identified.
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Average Project Cost Breakdown

Less than $10,000 (26) $10,000 to $49,000 (7) $50,000 to $199,999 (3) $200,000 to $999,999 (1)

What Clients Have Said
Clients consistently praise Peeklogic, LLC for their competitive pricing and high value for money. Feedback highlights that their services fit within budget constraints while delivering exceptional results. For instance, one client noted, "Pricing fit our budget" and another emphasized, "Good value for cost." Overall, the sentiment reflects satisfaction with the affordability and effectiveness of their solutions, reinforcing their reputation as a cost-effective partner in Salesforce development and integration projects.
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$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
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2 of 2 San Francisco-based reviews are 5 stars

Less than $10,000 avg. project cost for CRM Consulting and SI services in San Francisco

CRM Consulting and SI project highlight

CRM Development for Vacation Rental & Property Management Co
5.0 — Peeklogic, LLC provided Salesforce development services for a vacation rental and property management company. The team helped with managed services, built out Apex needs, solved problems, and fixed Read more
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CloudMasonry

5.0 15 reviews
Premier Verified

$5,000+

$200 - $300 / hr

50 - 249

Serves San Francisco, CA

Services provided

100% CRM Consulting and SI

CloudMasonry is a CRM Consultancy specializing in CRM Implementation and CRM Systems Integration. Reviewers overwhelmingly highlight their expertise and professionalism, with 100% satisfaction, noting their ability to deliver projects on time and within budget. Approximately 80% of reviewers commend their proactive approach and strong communication skills, emphasizing the value they provide in CRM Consulting and SI services.

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Reviews mention Great project management
Clients consistently praised CloudMasonry's exceptional project management, noting their ability to deliver on time and respond effectively to needs. One client highlighted their flexibility and proactive communication, stating, 'They not only responded to our needs, they helped us understand our needs!' Another review emphasized their professionalism, with feedback indicating that CloudMasonry exceeded expectations, ensuring smooth implementation and maintaining clear communication throughout the project.

Email Marketing for Educational Institution

5.0 Dec 28, 2023

Exceptional project management and communication. They were responsive and knowledgeable about use of Salesforce/Pardot technology to suit our needs.
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Salesforce Consulting for Cannabis Marketplace Platform

5.0 Feb 26, 2020

They’re fantastic. I can’t say enough nice things about them. From a professional and creative perspective, Hunter stands out. He has over seven years of experience with Salesforce, and as someone with none, he was an amazing resource to me. This is the first time I’ve been through this type of build-out, but I would say that their team is full of effective communicators. It’s a massive undertaking to build out a Salesforce system for businesses. Their team was also great at listening to our feedback and implementing it incredibly quickly. The team at CloudMasonry is full of active workers. Each week, we met to test and discuss the feedback, and then within the next week, they made the changes.
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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 work flexible when we encountered delays.
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1 of 1 reviews is 5 stars

1 new review for CRM Consulting and SI services

$10,000 – $49,000 avg. project cost

Reviewed 1 time in the past 6 months
In the last six months, client feedback for CloudMasonry has been overwhelmingly positive. A Director of Sales Operations noted their expertise, particularly praising team member Ishan for his extensive knowledge and consultative approach. The project resulted in a streamlined lead conversion process and improved data reporting. Clients appreciated the timely delivery and responsive communication, with no significant areas for improvement identified, indicating a strong fit for prospective buyers.
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6 of 6 CRM Consulting and SI reviews are 5 stars

1 new review for CRM Consulting and SI in past 6 months

$50,000 – $199,999 avg. project cost

CRM Consulting and SI PROJECT HIGHLIGHT

CRM Consulting & SI for Pharmaceutical Consulting Firm
5.0 — A pharmaceutical consulting firm hired CloudMasonry to digitize their lead conversion process using Pardot. The team also helped the client switch from email alerts to Salesforce for lead Read more
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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 noted CloudMasonry's excellent value for money, highlighting their competitive pricing and high-quality service. One client remarked on their 'good value for cost,' while another emphasized that CloudMasonry 'fit our budget' without compromising on expertise. Overall, sentiments are overwhelmingly positive, with many clients praising their ability to deliver projects on time and on budget, further affirming the company's commitment to providing substantial value.
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Simform

4.8 84 reviews

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Premier Verified

$25,000+

$25 - $49 / hr

1,000 - 9,999

San Francisco, CA

Services provided

10% CRM Consulting and SI

20% AI Development

20% Cloud Consulting & SI +5 services

10% Custom Software Development

10% E-Commerce Development

10% ERP Consulting and SI

10% Enterprise App Modernization

10% Mobile App Development

Simform is a versatile software development company specializing in mobile and web app development, as well as custom software solutions. The company receives overwhelmingly positive feedback, with approximately 100% of clients highlighting their strong communication, technical expertise, and professionalism. Clients appreciate their ability to deliver projects on time and within budget, consistently exceeding expectations in aligning with company values and offering a personalized, responsive service.

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Reviews mention Dedicated
The feedback regarding Simform highlights a strong sentiment of dedication from their team. Clients noted that the resources provided were 'very dedicated and hard working,' contributing positively to the development of new features. While there were minor challenges related to time zone differences and communication, the overall impression of Simform's commitment to client projects is highly favorable.

Staff Augmentation for Niche Job Board

4.5 Nov 22, 2022

The resources are very dedicated and hard working.
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Industry Experience

Simform has received favorable feedback across various industries. In Information Technology, clients praise their expertise in cloud solutions and development frameworks, yielding effective outcomes. In Business Services, they excelled in website and mobile application development, with high responsiveness and adherence to deadlines. Their work in Healthcare and Fitness has been commended for enhancing user experience and application functionality. Overall, sentiment across industries is positive, highlighting Simform's reliability, technical proficiency, and strong communication skills, making them a suitable partner for technology-driven projects.
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Utilities Financial services eCommerce Real estate Healthcare Logistics & Supply Chain Wellness & Fitness Agriculture Human Resources Media Other industries Consulting Advertising & marketing IT Services Nonprofit Construction Legal Arts, entertainment & music Gaming Food & Beverages Other Industry Education Consumer Products Fitness Software Business services Information technology Hospitality & leisure

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Average Project Cost Breakdown

$50,000 to $199,999 (21) $10,000 to $49,000 (16) $200,000 to $999,999 (14) Less than $10,000 (1)

What Clients Have Said
Simform is frequently recognized for providing excellent value for money, with clients noting that their pricing fits budgets while maintaining high quality. A CTO from Estima Scientific remarked on their 'good value for cost,' while a department manager from Eye Recommend appreciated their 'accurate cost estimates' and lack of hidden fees. Overall, clients express satisfaction with the cost-effectiveness of Simform's services, highlighting their ability to deliver quality work on time without exceeding budgets.
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Review Rating from Clients

5.0/5.0

Quality

4.5

Schedule

4.8

Cost

5.0

Willing to Refer

5.0

Reviewers in San Francisco highlight Simform's expertise in full-stack development, UI/UX design, and project execution for government automation and creative platforms. Their professionalism, capacity for complex projects, and seamless collaboration have earned high praise from local clients.
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Scalero

4.9 18 reviews
Premier Verified

$1,000+

$100 - $149 / hr

10 - 49

Oakland, CA

Services provided

10% CRM Consulting and SI

90% Email Marketing

Scalero is a marketing services provider specializing in email and SMS management, lifecycle marketing, and data migration. With a strong focus on communication and responsiveness, Scalero consistently delivers high-quality work and meets deadlines effectively, as reported by multiple clients. Notably, 100% of the reviews praise Scalero's proactive, solution-oriented approach and seamless integration with clients' teams, highlighting their ability to handle complex, multifaceted projects with ease.

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Reviews mention Well-organized projects
Feedback from clients highlights Scalero's exceptional project organization and management. One client noted their 'clear project plan, defined milestones, and structured updates,' which facilitated seamless communication and timely delivery. Another emphasized Scalero's 'thorough, organized, and thoughtful' approach, ensuring a smooth data migration process. Overall, clients expressed high satisfaction with Scalero's ability to meet deadlines and adapt to project needs, showcasing their commitment to well-organized projects.

Email & SMS Service Provider Setup for Manufacturing Company

5.0 May 27, 2025

The Scalero team consistently met with Lodge on a weekly basis, arriving well-prepared with a clear project plan, defined milestones, and structured updates that captured new items with assigned priorities and timelines. They were always punctual, highly proactive in their communications, and consistently went above and beyond to help Lodge meet deliverables while effectively addressing any gaps identified throughout the project.
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Email & SMS Marketing for Landscape Design Platform

5.0 Oct 2, 2025

Our project manager, Madison, is fantastic, as is the whole team. They keep us organized (important as a very small in-house team) and hitting all of our deadlines. They are truly an extension of our team.
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Email Marketing for Organic Grocery Store

5.0 Oct 20, 2025

How thorough, organized, and thoughtful their team is. They were incredibly solution-oriented and always approached challenges with clarity and creativity. Their timeliness and attention to detail make every project run smoothly—and they make the whole process fun, too!
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Industry Experience

Scalero has demonstrated expertise across various industries, including Hospitality & Leisure, Home Services, Manufacturing, eCommerce, Consumer Products, Software, Food & Beverage, and Education. Clients highlight Scalero's proficiency in email marketing, lifecycle strategy, and data management, resulting in improved engagement and operational efficiency. Overall sentiment is highly positive, with companies appreciating their proactive communication, adaptability, and the ability to deliver results on time, making Scalero a valuable partner for organizations seeking to enhance their marketing efforts.
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Manufacturing eCommerce Software Food & Beverage Food & Beverages Other Industry Education Automotive Consumer Products Home Services Hospitality & leisure Retail

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Average Project Cost Breakdown

$50,000 to $199,999 (4) Less than $10,000 (2) $10,000 to $49,000 (2) $200,000 to $999,999 (1)

What Clients Have Said
Clients consistently commend Scalero for its cost-effectiveness and value for money, noting that their pricing fits within budget constraints while delivering high-quality results. One client highlighted that Scalero provided good value for cost and helped maintain a lean team, stating it was cheaper and more efficient than hiring a full-time employee. Overall sentiment reflects satisfaction with Scalero's pricing structure, with clients frequently emphasizing that their investment yielded significant returns in efficiency and campaign performance.
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More responsive than most other service providers

Scalero is responsive
They are a great candidate to start a conversation with. Send them a short message or project inquiry.
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Bluewolf

5.0 1 review

$50,000+

$150 - $199 / hr

1,000 - 9,999

San Francisco, CA

Services provided

30% CRM Consulting and SI

25% IT Managed Services

15% Cloud Consulting & SI +4 services

10% Branding

10% IT Strategy Consulting

5% Mobile & App Marketing

5% UX/UI Design

Bluewolf is a marketing automation and Salesforce development company, offering integrated solutions that connect marketing tools like Eloqua with CRM systems. Reviews highlight their deep expertise in Salesforce as a core competency, with clients noting a reduction in costs and improvements in campaign management and integration simplicity. Approximately 100% of feedback emphasizes their unique ability to handle complex environments efficiently.

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Industry Experience

Bluewolf has demonstrated strong expertise in the solar energy industry, specifically in marketing automation and Salesforce integration. Their strengths include efficient project management, comprehensive training documentation, and consultative best practices. Clients noted significant cost reductions and improved campaign management. Overall, the sentiment in the solar sector is positive, highlighting Bluewolf’s ability to bridge complex systems and deliver tailored solutions, making them well-suited for companies in the renewable energy and technology sectors.
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Other Industry

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Average Project Cost Breakdown

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

What Clients Have Said
Clients have noted Bluewolf's competitive pricing and overall value for money, particularly highlighting cost reductions achieved through their services. One client mentioned a desire to reduce their retainer and hourly rates, which Bluewolf addressed effectively. The firm's expertise in Salesforce was frequently cited as a significant value add, allowing for seamless integration and efficient campaign management. Overall, clients express satisfaction with the balance of cost and high-quality service provided by Bluewolf.
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San Francisco, CA

100 Spear Street Ste. 810
San Francisco, CA 94105
76 - 100

+1.415.240.4965

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RSM

5.0 11 reviews

$1,000+

$150 - $199 / hr

50 - 249

San Francisco, CA

Services provided

45% CRM Consulting and SI

25% IT Managed Services

20% Cloud Consulting & SI +1 service

10% Other IT Consulting and SI

RSM is a digital media and CRM software integration company renowned for its extensive expertise in Salesforce implementation and customization. Across all reviews, clients consistently praise RSM for their professionalism, efficiency, and ability to deliver projects on time and within budget. Notably, 100% of reviewers highlight the company's technical expertise, seamless communication, and ability to tailor solutions to meet specific business needs, resulting in highly satisfied clients and successful project outcomes.

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Reviews mention Proactive
Clients consistently praise RSM's proactive approach, highlighting their thorough preparation and effective project management. One client noted, 'They did all their homework up front so there were no surprises down the line,' while another emphasized, 'Their project management was proactive, responsive, and organized.' This proactive engagement led to seamless communication and exceeded expectations, establishing RSM as a reliable partner in complex projects.

Salesforce Consulting for Mentorship Organization

5.0 Apr 15, 2020

MondayCall's high level of technical expertise was paramount, because we did not have a high level of technical expertise in house and we trusted their recommendations without hesitation. Their project management was proactive, responsive, and organized. Their business knowledge and friendly customer service was unrivaled. Our team loved working with MondayCall. They are seriously an 11 out of 10, and I'm not an easy grader!
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Industry Experience

MondayCall has demonstrated expertise across various industries, including Media, Financial Services, Nonprofit, Software, Consumer Products, Automotive, Hospitality & Leisure, and Education. Clients praise their adaptability, technical proficiency, and effective project management, often highlighting successful CRM implementations and system integrations. Overall sentiment is overwhelmingly positive, particularly within Financial Services and Nonprofit sectors, where their solutions have significantly improved operational efficiency and user satisfaction. Potential clients in these industries may find MondayCall to be a strong fit for their projects.
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Media Financial services Nonprofit Software Consumer Products Automotive Hospitality & leisure Education

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Average Project Cost Breakdown

$10,000 to $49,000 (4) $50,000 to $199,999 (2) Less than $10,000 (1) $200,000 to $999,999 (1)

What Clients Have Said
Clients consistently express satisfaction with MondayCall's pricing, noting their services as "reasonably priced" and providing significant value for money. One client highlighted that the project was completed "under budget" and ahead of schedule, while another emphasized the importance of their technical expertise, stating, "you get what you pay for...quality." Overall sentiment reflects that MondayCall delivers effective solutions at competitive rates, making them a trusted partner for various projects.
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More responsive than most other service providers

RSM 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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Cymetrix Software

4.9 5 reviews

$10,000+

$25 - $49 / hr

50 - 249

San Francisco, CA

Services provided

20% CRM Consulting and SI

10% AI Consulting

10% AI Development +6 services

10% AR/VR Development

10% BI & Big Data Consulting & SI

10% Custom Software Development

10% Generative AI

10% Low/No Code Development

10% Web Design

Cymetrix Infotech Inc. is a CRM consulting firm specializing in CRM implementation and systems integration. The reviews highlight their robust technical expertise, with 100% of clients appreciating their unique solutions for CRM development and integration. They are praised for their responsiveness and project management, with no areas for improvement noted, suggesting a high satisfaction rate among clients.

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Reviews mention Flexible
Clients have consistently praised Cymetrix Infotech Inc. for their flexibility and adaptability throughout project execution. One client highlighted the team's ability to accommodate changes in requirements, noting their commitment to delivering on time and within budget. This responsiveness and willingness to embrace challenges contributed significantly to a smooth project experience, reinforcing the overall positive sentiment towards their flexible approach.

Marketing Analytics for Customer Sentiment Analysis Company

5.0 Mar 22, 2024

We were particularly impressed with their project management skills. They were able to keep the project on track and communicate with us regularly on progress. They were also very flexible and able to adapt to changes in our requirements.
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More responsive than most other service providers

Cymetrix Software 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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India (2) United States (2)

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San Francisco, CA

555 California Street
San Francisco, CA 94104
2 - 5

+1 650-334-4141

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Galliot

4.9 9 reviews

$10,000+

$100 - $149 / hr

10 - 49

San Francisco, CA

Services provided

10% CRM Consulting and SI

30% Cloud Consulting & SI

25% Custom Software Development +3 services

15% Web Development

10% BI & Big Data Consulting & SI

10% Low/No Code Development

Galliot, a CRM Consultancy and CRM Systems Integration firm, delivered a custom CRM solution that streamlined operations for a dental clinic, enhancing efficiency and reducing costs. Clients praised Galliot's professionalism and timely project delivery, with 100% positive feedback, though minor post-launch issues were noted.

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Industry Experience

Galliot has demonstrated expertise across various industries, including Advertising & Marketing, Medical, Software, Healthcare, Environmental Services, and Information Technology. Clients commend their ability to deliver tailored solutions, enhance operational efficiency, and integrate complex systems effectively. The overall sentiment is positive, highlighting Galliot's professionalism, dedication, and ability to adapt to industry-specific needs, making them a suitable partner for clients in these sectors.
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Advertising & marketing Medical Software Healthcare Environmental Services Information technology Financial services

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Average Project Cost Breakdown

$10,000 to $49,000 (3) $50,000 to $199,999 (3)

What Clients Have Said
Clients consistently highlight Galliot's competitive pricing and value for money across various projects. For instance, a commercial director noted that Galliot's pricing fit their budget and provided good value. Similarly, a project manager from a medical imaging company appreciated their cost-effective solutions, stating that Galliot helped reduce cloud infrastructure costs by 30%. Overall, sentiment towards Galliot's cost-effectiveness is positive, with many clients expressing satisfaction with the quality of service received relative to the investment made.
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United States (6) United Arab Emirates (1) England (1)

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Review Rating from Clients

4.9/5.0

Quality

4.6

Schedule

4.5

Cost

4.3

Willing to Refer

5.0

San Francisco-based clients praise Galliot for their expertise in web app development, data integration, and digital transformation across industries like sustainability, healthcare, and finance. They excel in fast onboarding, learning new domains quickly, and delivering high-quality, scalable solutions with strong project management and communication.
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Ryzeo

4.8 9 reviews

$10,000+

Undisclosed

2 - 9

San Francisco, CA

Services provided

10% CRM Consulting and SI

90% Email Marketing

Ryzeo is a specialized email marketing company that provides automated and customizable email solutions to enhance customer engagement and sales conversions. Reviews highlight their exceptional customer service, with 80% of clients praising their personalized support and responsiveness. The company is noted for its effective integration and high ROI, with clients reporting significant improvements in sales and customer retention.

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Reviews mention High-quality work
Ryzeo consistently receives high praise for delivering quality work in email marketing services. Clients commend their advanced, customizable systems and the personal attention provided by knowledgeable representatives. One client highlighted a custom product review email that significantly boosted their online reputation, while another noted a 27% click rate and 12% conversion from automated emails. Overall, feedback indicates a strong ROI and a commitment to client satisfaction, affirming Ryzeo's reputation for high-quality service.

Email Automation for Woodworking Supplies Store

5.0 Jul 19, 2022

The email automation has produced at the highest 27% click rate and a 12% conversion. Very impressed with the current results that we are seeing in a short period. They're currently doing a great job.
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Email Marketing for Educational Nature Products Provider

5.0 Mar 16, 2022

Ryzeo has met our goals by demonstrating a strong ROI. The services provided by Ryzeo have been outstanding. They've met every deadline and continue to assist us with ongoing development.
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Industry Experience

Ryzeo has garnered positive feedback across several industries, including Consumer Products, Retail, Education, and Automotive. Clients commend their expertise in email marketing, particularly for automated campaigns that enhance customer engagement and drive sales. Notable successes include significant sales increases, improved conversion rates, and enhanced customer retention. Overall, sentiment is favorable, highlighting Ryzeo's exceptional customer service, customization capabilities, and impact on business growth, making them a strong fit for clients in e-commerce and retail sectors.
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Consumer Products Retail Education Automotive

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Atlanta, Georgia (1) Watauga, Texas (1) Minneapolis, Minnesota (1) Eastlake, Ohio (1) Middleburg Heights, Ohio (1) Agoura Hills, California (1) Napa, California (1) San Clemente, California (1) Willow Grove, Pennsylvania (1)

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Review Rating from Clients

5.0/5.0

Quality

5.0

Schedule

5.0

Cost

5.0

Willing to Refer

5.0

Local clients in Napa commend Ryzeo for their proficiency in email marketing automation and integration with online shopping platforms. They deliver measurable outcomes, excellent customer support, and efficient workflows, making them a trusted partner for wineries seeking to optimize online sales.
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Traction

4.8 7 reviews

$75,000+

$200 - $300 / hr

250 - 999

San Francisco, CA

Services provided

15% CRM Consulting and SI

20% Branding

20% Marketing Strategy +3 services

20% UX/UI Design

15% Advertising

10% Email Marketing

Traction is a creative agency specializing in digital marketing, branding, and campaign strategy, with a strong focus on integrating creative and technical solutions. Across various projects, clients have praised Traction for their responsive project management, strategic insights, and creative execution. An impressive 100% of the reviews highlight their professionalism and ability to handle complex challenges. Traction consistently exceeds client expectations, evidenced by frequent commendations for their innovative approaches and in-house capabilities.

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Reviews mention Collaborative
Overall sentiment regarding collaboration with Traction is highly positive. Clients have noted their immersive and engaging approach, emphasizing a seamless partnership where communication was open and frequent. One client highlighted the absence of red tape and praised the team's willingness to accommodate, stating, "Nothing was too much trouble," which fostered an excellent working relationship. This collaborative spirit not only met but exceeded project benchmarks, showcasing their dedication to client needs.

Web and User Experience Design for Large United States Bank

5.0 Oct 21, 2014

I think their methodologies are splendid. They’re transparent and easily understood. They really like to get engaged, and they’re immersive and collaborative. There wasn’t a time when we weren’t welcome at their offices, or that they couldn’t come to ours. Nothing was too much trouble, just a very excellent working relationship.
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Web and User Experience Design for Large United States Bank

5.0 Oct 21, 2014

Very little red tape and a great sense of humor. These guys really know how to work hard, play hard. I hear people say it all the time, but with them I really experienced it. They have a really good time delivering on complex business needs, and do so with accuracy, both in timing and in financial structure. It was a really collaborative process and a really good experience.
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Industry Experience

Traction has demonstrated expertise across several industries, including Food & Beverages, Financial Services, Arts & Entertainment, Information Technology, and Human Resources. Clients commend their strong digital strategies, creative campaign development, and agile project management. The overall sentiment is highly positive, with particular praise for their ability to understand client needs and deliver impactful results, making them well-suited for projects in diverse sectors.
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Food & Beverages Financial services Arts, entertainment & music Information technology Human Resources

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Average Project Cost Breakdown

$200,000 to $999,999 (4) $50,000 to $199,999 (1) $1,000,000 to $9,999,999 (1)

What Clients Have Said
Clients generally perceive Traction as providing strong value for money despite their higher price points, which range from $200,000 to over $1 million. One client noted a seamless project management experience and clean code delivery, emphasizing that they received excellent service for their investment. Another highlighted that while costs could be lower, the quality of work justified the expense. Overall, feedback indicates satisfaction with the results relative to the financial commitment, suggesting that Traction effectively meets client expectations.
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Review Rating from Clients

5.0/5.0

Quality

5.0

Schedule

5.0

Cost

4.8

Willing to Refer

5.0

Oakland clients commend Traction for their end-to-end digital services, including branding, app design, and website development, especially in entertainment and tech sectors. They highlight the team’s professionalism, strategic thinking, and ability to manage international projects, ensuring high-quality, data-informed outcomes.
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Singula team

5.0 4 reviews

$10,000+

$50 - $99 / hr

10 - 49

San Francisco, CA

Services provided

15% CRM Consulting and SI

20% Custom Software Development

20% Web Development +4 services

15% ERP Consulting and SI

10% E-Commerce Development

10% UX/UI Design

10% Web Design

Singula team is a software development company specializing in developing and modernizing complex systems, particularly in Ruby on Rails and microservice architecture. Across their reviews, they are praised for their expertise and professionalism, with no negative feedback reported. Both clients highlighted their effective project management and the innovative solutions provided, indicating a 100% satisfaction rate with their services.

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Reviews mention High-quality work
Clients consistently commend Singula for their high-quality work and professional approach. One client highlighted the team's impressive solutions during a project involving the digitalization of pharmaceutical processes, stating, "The solutions they proposed and developed were great, and they were true professionals." Overall, feedback reflects a strong satisfaction with the deliverables and the team's competence, with no significant areas for improvement noted.

ERP Development for Pharmaceutical Company

5.0 Oct 18, 2022

The solutions they proposed and developed were great, and they were true professionals. We are happy with the results.
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Industry Experience

Singula has demonstrated expertise across the real estate and IT services industries. In real estate, they successfully developed a scalable search engine for a luxury property aggregator, earning praise for their reliability and innovative microservice architecture. In IT services, they transformed a pharmaceutical company's processes with a modular ERP/CRM system, showcasing their proficiency in modern technology stacks. Overall, feedback highlights their professionalism, project management skills, and technical knowledge, making them a strong candidate for projects in both sectors.
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Real estate IT Services

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Average Project Cost Breakdown

$10,000 to $49,000 (1) $50,000 to $199,999 (1)

What Clients Have Said
Clients consistently commend Singula for their competitive pricing and exceptional value for money. One CEO noted that their expertise eliminated the need for extensive problem-solving on the client's part, while another co-founder praised the team's professionalism and innovative solutions. Overall, feedback indicates that clients feel they received high-quality deliverables relative to the investment, reinforcing Singula's reputation as a reliable and cost-effective partner in technology projects.
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Czech Republic (1) Philippines (1)

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Go Nimbly

5.0 2 reviews

$50,000+

$150 - $199 / hr

10 - 49

San Francisco, CA

Services provided

40% CRM Consulting and SI

20% Cloud Consulting & SI

20% Custom Software Development +1 service

20% UX/UI Design

Go Nimbly is a business operations consultancy specializing in Salesforce and Eloqua integrations and customizations. Customers consistently praise their swift responsiveness, adaptability, and integration expertise, with one review noting a 20% increase in efficiency after their involvement. Positive feedback is overwhelming, with no significant negative comments, although minor improvements in documentation were suggested.

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Reviews mention Understands their clients' needs
Clients consistently commend Go Nimbly for their deep understanding of business needs, which significantly enhances project outcomes. One reviewer highlighted their curiosity and commitment to grasping desired outcomes linked to specific business objectives, distinguishing them from other vendors. Additionally, the successful consolidation of information and improved user interface in a recent project led to a 20% increase in efficiency, further underscoring their ability to tailor solutions effectively.

Custom Salesforce Development For Education Management Firm

5.0 Jul 9, 2015

I think the biggest thing was their level of curiosity to learn about our business, which became a huge asset. Go Nimbly really tried to understand what our desired outcomes were and how those linked to our specific business objectives. It was something that was fairly unusual in dealings I've had with other vendors or partners that have done development work.
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Industry Experience

Go Nimbly has demonstrated its expertise in the IT Services and Education industries, receiving positive feedback for its responsive project management and customized Salesforce solutions. Clients noted significant improvements in system integration, user interface design, and operational efficiency. In IT Services, they excelled at rapid resource deployment and seamless integration, while in Education, they enhanced user experience and operational capacity. Overall, sentiment is highly favorable, making Go Nimbly a strong candidate for projects in these sectors.
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IT Services Education

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Average Project Cost Breakdown

$50,000 to $199,999 (1) $200,000 to $999,999 (1)

What Clients Have Said
Clients have consistently praised Go Nimbly for delivering strong value for money, highlighting their responsiveness and ability to meet project needs without cost overruns. One client noted a $500,000 investment led to a 20% increase in coaching efficiency, emphasizing the quality of their Salesforce modifications. Another client appreciated the affordability of a $50,000 project, stating Go Nimbly was a reliable partner that delivered on time and within budget. Overall sentiment indicates satisfaction with pricing relative to the quality of service provided.
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Review Rating from Clients

5.0/5.0

Quality

4.5

Schedule

5.0

Cost

4.5

Willing to Refer

5.0

San Francisco-based clients praise Go Nimbly for their expertise in custom Salesforce and Eloqua integrations, delivering complex solutions like UI enhancements and API connections. They value the team's agility, responsiveness, and deep understanding of business needs, resulting in improved workflows and data accuracy.
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DataBees

4.5 1 review

$1,000+

< $25 / hr

250 - 999

San Francisco, CA

Services provided

10% CRM Consulting and SI

60% Market Research

20% Sales Outsourcing +1 service

10% Digital Strategy

DataBees is a research services company specializing in lead identification and database expansion. With consistently high-quality work and exceptional communication, they have garnered positive feedback for their ability to generate tangible results. Approximately 100% of reviewers praise their effective communication, highlighting account manager Irakli’s proactive updates and detailed project management.

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Industry Experience

DataBees has demonstrated significant expertise in the software and e-commerce technology industries, particularly in lead generation and database expansion. Clients have praised their high-quality work, effective communication, and ability to deliver impactful results, such as generating sales opportunities. Overall sentiment reflects strong satisfaction, indicating that DataBees is a suitable partner for businesses in need of research and lead qualification services within these sectors.
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Software

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Average Project Cost Breakdown

$10,000 to $49,000 (1)

What Clients Have Said
Clients have praised DataBees for their cost-effectiveness and value for money, highlighting the quality of work in relation to pricing. One client noted that their decision to continue working with DataBees was influenced by consistent quality and communication over multiple projects. Overall, the sentiment reflects satisfaction with the pricing structure, as clients feel they receive substantial value for their investment.
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AKQA

Not yet reviewed

$10,000+

$50 - $99 / hr

1,000 - 9,999

San Francisco, CA

Services provided

30% CRM Consulting and SI

30% E-Commerce Development

30% Mobile App Development +1 service

10% Social Media Marketing

AKQA is a CRM consulting and SI company. In San Francisco, California and London, England, the firm was founded in 1994. Their team provides CRM consulting and SI and E-Commerce Development.
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Zen Cloud Technologies

Not yet reviewed

$10,000+

$25 - $49 / hr

10 - 49

San Francisco, CA

Services provided

100% CRM Consulting and SI

Zen Cloud Technologies is a CRM consulting and SI company. They are in San Francisco, California. Their team provides CRM consulting and SI.
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Siimply7

Not yet reviewed

Undisclosed

Undisclosed

10 - 49

San Francisco, CA

Services provided

100% CRM Consulting and SI

Siimply7, a small CRM consulting and SI company, is headquartered in San Francisco, California. The team focuses on CRM consulting and SI.
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SalesForsaas

Not yet reviewed

$100,000+

$300+ / hr

10,000+

San Francisco, CA

Services provided

25% CRM Consulting and SI

30% Data Annotation Services

25% Sales Outsourcing +1 service

20% Generative AI

Established in 1999, SalesForsaas is a Data Annotation Services company. Their services include Data Annotation Services and CRM consulting and SI.
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West Monroe

Not yet reviewed

$50,000+

$200 - $300 / hr

1,000 - 9,999

San Francisco, CA

Services provided

20% CRM Consulting and SI

20% Business Consulting

20% Cloud Consulting & SI +2 services

20% Cybersecurity

20% IT Strategy Consulting

West Monroe is a cloud consulting & SI company. They offer cloud consulting & SI and CRM consulting and SI and were established in 2002.
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San Francisco, CA

201 California St Suite 440
San Francisco, CA 94111
21 - 30

415-653-1450

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Cumulus Vision

Not yet reviewed

Undisclosed

Undisclosed

2 - 9

San Francisco, CA

Services provided

60% CRM Consulting and SI

40% Cloud Consulting & SI

Cumulus Vision is a CRM consulting and SI company established in 2012. The company offers CRM consulting and SI and cloud consulting & SI.
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Merkle

Not yet reviewed

$5,000+

$150 - $199 / hr

1,000 - 9,999

San Francisco, CA

Services provided

25% CRM Consulting and SI

25% Digital Strategy

15% Email Marketing +3 services

15% Social Media Marketing

10% Content Marketing

10% Public Relations

Founded in 1971, Merkle is a large CRM consulting and SI company. Their team focuses on CRM consulting and SI and Digital Strategy.
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San Francisco, CA

405 Howard St., 6th Floor
San Francisco, CA 94105
50 - 75

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DataGrail

Not yet reviewed

Undisclosed

Undisclosed

10 - 49

San Francisco, CA

Services provided

100% CRM Consulting and SI

DataGrail is a CRM consulting and SI company. Their team is in San Francisco, California and provides CRM consulting and SI.
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Pardot

Not yet reviewed

Undisclosed

Undisclosed

50 - 249

San Francisco, CA

Services provided

100% CRM Consulting and SI

Founded in 2007, Pardot is a CRM consulting and SI company. Located in San Francisco, California, the team focuses on CRM consulting and SI.
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ECHO Technology Solutions

Not yet reviewed

Undisclosed

Undisclosed

10 - 49

San Francisco, CA

Services provided

100% CRM Consulting and SI

In San Francisco, California, ECHO Technology Solutions is a small CRM consulting and SI company. The team offers CRM consulting and SI.
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A5

Not yet reviewed

Undisclosed

Undisclosed

250 - 999

San Francisco, CA

Services provided

40% CRM Consulting and SI

40% Cloud Consulting & SI

20% Business Consulting

Launched in 2004, A5 is a cloud consulting & SI company. Headquartered in San Francisco, California and Toronto, Canada, the team provides cloud consulting & SI and CRM consulting and SI.
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West Coast Consulting Group

Not yet reviewed

Undisclosed

Undisclosed

10 - 49

San Francisco, CA

Services provided

100% CRM Consulting and SI

West Coast Consulting Group is a CRM consulting and SI company. The team specializes in CRM consulting and SI, and the agency is based in San Francisco, California.
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Strategic Organizing Systems

Not yet reviewed

Undisclosed

Undisclosed

2 - 9

Albany, CA

Services provided

100% CRM Consulting and SI

Strategic Organizing Systems, a CRM consulting and SI company, is based in Albany, California. They provide CRM consulting and SI.
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BlackTab Solutions

Not yet reviewed

Undisclosed

Undisclosed

2 - 9

Belmont, CA

Services provided

100% CRM Consulting and SI

BlackTab Solutions is a Belmont, California-based CRM consulting and SI company. Launched in 2015, the team focuses on CRM consulting and SI.
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Cadalys, Inc.

Not yet reviewed

Undisclosed

Undisclosed

10 - 49

San Francisco, CA

Services provided

100% CRM Consulting and SI

Cadalys, Inc. Is a San Francisco, California-based CRM consulting and SI company. They focus on CRM consulting and SI.
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Zona Digital

5.0 4 reviews

$1,000+

$25 - $49 / hr

2 - 9

San Francisco, CA

Services provided

20% CRM Consulting and SI

50% E-Commerce Development

20% Web Development +2 services

5% Graphic Design

5% UX/UI Design

Zona Digital provides CRM Consultancy, CRM Implementation, and broader CRM Services to enhance client business operations. The overall feedback highlights their strong project management skills, timely delivery, and dedication to exceeding expectations. Clients appreciate their cost-effective solutions and alignment with company values, noting significant improvements in conversion rates and website traffic.

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Industry Experience

Zona Digital has demonstrated significant expertise in the healthcare industry, particularly in developing and modernizing websites for organizations like NGOs focused on mental health. Feedback highlights their strengths in delivering high-quality, functional, and user-friendly digital solutions promptly. Clients appreciated their swift communication and responsiveness, emphasizing the positive impact of their services. Overall sentiment within the healthcare sector indicates that Zona Digital is a strong fit for similar projects requiring effective digital transformation.
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Healthcare

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Average Project Cost Breakdown

Less than $10,000 (1)

What Clients Have Said
Clients have praised Zona Digital for delivering exceptional value for money, often exceeding expectations in terms of service quality and project outcomes. One client highlighted their satisfaction with the timely delivery of high-quality services, noting that the team's swift response to requests was particularly impressive. Overall, feedback indicates that clients feel they received significant value relative to the costs incurred, affirming Zona Digital's competitive pricing and effective project execution.
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San Francisco, CA

Jones Street
San Francisco, CA 94109
1

+171688001515

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GeniusHub

Not yet reviewed

$1,000+

$100 - $149 / hr

2 - 9

San Francisco, CA

Services provided

40% CRM Consulting and SI

35% AI Consulting

15% API Development +1 service

10% Low/No Code Development

GeniusHub, a CRM consulting and SI company, was founded in 2018. They offers CRM consulting and SI and AI Consulting.
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San Francisco, CA

995 Market Street
San Francisco, CA 94103
2 - 5

(415) 523-8465

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Ennube Solutions

Not yet reviewed

Undisclosed

Undisclosed

10 - 49

Berkeley, CA

Services provided

33% CRM Consulting and SI

33% BI & Big Data Consulting & SI

33% IT Managed Services +1 service

1% Blockchain

Ennube Solutions, a big data company, is headquartered in Berkeley, California and Quito, Ecuador. They specialize in BI & big data consulting & SI and CRM consulting and SI and were launched in
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RevGen Genius

Not yet reviewed

$1,000+

< $25 / hr

10 - 49

San Francisco, CA

Services provided

35% CRM Consulting and SI

35% Back Office Outsourcing

30% Sales Outsourcing

RevGen Genius is a CRM consulting and SI company established in 2022. The company specializes in CRM consulting and SI and Back Office Outsourcing.
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Oddience

Not yet reviewed

$1,000+

$50 - $99 / hr

10 - 49

San Francisco, CA

Services provided

30% CRM Consulting and SI

30% IT Strategy Consulting

10% BI & Big Data Consulting & SI +4 services

10% IT Managed Services

10% Unified Communications Consulting & SI

5% ERP Consulting and SI

5% Other IT Consulting and SI

Oddience is an IT strategy consulting company. They are headquartered in Lagos, Nigeria and San Francisco, California, and their services include IT strategy consulting and CRM consulting and SI.
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San Francisco, CA

58 Howard Street #2
San Francisco, CA 94105
2 - 5

(+68)1221 09876

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AppBuddy

Not yet reviewed

Undisclosed

Undisclosed

10 - 49

Millbrae, CA

Services provided

50% CRM Consulting and SI

50% UX/UI Design

AppBuddy, an UX agency and CRM consulting and SI company, is based in Millbrae, California. Founded in 2009, the team offers UX/UI Design and CRM consulting and SI.
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Original Shift

Not yet reviewed

Undisclosed

Undisclosed

10 - 49

San Francisco, CA

Services provided

50% CRM Consulting and SI

50% Cloud Consulting & SI

Original Shift is a cloud consulting & SI and CRM consulting and SI company. Founded in 2018, their team focuses on cloud consulting & SI and CRM consulting and SI.
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Advanced Communities

4.5 1 review

Undisclosed

Undisclosed

10 - 49

San Francisco, CA

Services provided

50% CRM Consulting and SI

50% Cloud Consulting & SI

Advanced Communities specializes in validation upgrades, software and hardware upgrades, and new software rollouts. Their technical prowess and commitment to providing optimal solutions stand out in client feedback. Reviewers consistently commend their quick response times and effective collaboration, indicating a reliable and professional service.

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San Francisco, CA

SOMA 2, 156 2nd Street
San Francisco, CA 94105
10 - 15

+1 810.515.8345

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Brick Lane

Not yet reviewed

Undisclosed

Undisclosed

10 - 49

San Francisco, CA

Services provided

50% CRM Consulting and SI

50% E-Commerce Development

Founded in 2019, Brick Lane is a small CRM consulting and SI and e-commerce development firm based in San Francisco, California. Their team focuses on CRM consulting and SI and E-Commerce
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Exploride Web Design

Not yet reviewed

$1,000+

$50 - $99 / hr

50 - 249

San Francisco, CA

Services provided

20% CRM Consulting and SI

40% Web Design

20% Branding +1 service

20% Social Media Marketing

Midsize web design company Exploride Web Design, is based in Bluffdale, Utah and San Francisco, California. Their services include Web Design and Branding.
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San Francisco, CA

1 Market Street
San Francisco, CA 94105
201 - 250

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CRMT Digital

5.0 3 reviews

Undisclosed

$100 - $149 / hr

10 - 49

San Francisco, CA

Services provided

20% CRM Consulting and SI

20% BI & Big Data Consulting & SI

15% Business Consulting +4 services

15% Email Marketing

10% Conversion Optimization

10% Custom Software Development

10% Digital Strategy

CRMT Digital is a CRM Consultancy specializing in CRM Implementation and Systems Integration services. Reviewers consistently praise their exceptional project management and responsiveness, with 100% of reviews highlighting their ability to meet deadlines and communicate effectively. They are commended for their expertise in CRM integration, offering innovative solutions without overcomplicating processes, and aligning closely with client needs.

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Reviews mention Experienced
Clients expressed a highly positive sentiment regarding CRMT Digital's expertise and responsiveness. One client noted the team's exceptional project management skills and their ability to communicate complex concepts clearly. They highlighted the team's attention to detail and proactive support throughout the project, stating, 'An experienced and lovely-to-work-with team all around.' Overall, clients appreciated the timely delivery and thorough documentation provided by CRMT Digital, with no significant areas for improvement identified.

Double Opt-In Process Dev for IT Services Company

5.0 Feb 7, 2024

The CRMT team is great at explaining scope, project steps and requirements without resorting to technical terms or unnecessarily overcomplicating things. Their attention to detail and genuine interest in the project helped us consider options that we hadn't thought of, and their project management skills were second to none. An experienced and lovely-to-work-with team all around.
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3 of 3 CRM Consulting and SI reviews are 5 stars

$10,000 – $49,000 avg. project cost

CRM Consulting and SI PROJECT HIGHLIGHT

Double Opt-In Process Dev for IT Services Company
5.0 — CRMT Digital built a double opt-in email process on an IT services company's platform. The team created the emails, built HubSpot workflows, ran testing scenarios, and enabled GDPR fields across Read more
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Industry Experience

CRMT Digital has demonstrated expertise across various industries, including IT Services, Information Technology, and Manufacturing. Clients have praised their strengths in project management, responsiveness, and ability to enhance operational efficiency. In IT Services, they successfully supported GDPR compliance and marketing automation. In Information Technology, they built data models and refined marketing operations. In Manufacturing, they improved lead generation and customer experience through effective CRM strategies. Overall sentiment across industries is highly positive, indicating a strong fit for clients seeking comprehensive digital transformation solutions.
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IT Services Information technology Manufacturing

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San Francisco, CA

1 Sansome Street
San Francisco, CA 94104
1

+1 415 590 4884

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ScreenMeet

Not yet reviewed

Undisclosed

Undisclosed

10 - 49

San Francisco, CA

Services provided

20% CRM Consulting and SI

40% IT Strategy Consulting

20% Mobile App Development +2 services

10% Cloud Consulting & SI

10% IT Managed Services

Established in 2016, ScreenMeet is a small San Francisco, California-based IT strategy consulting company. Their services include IT strategy consulting and CRM consulting and SI.
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Transformyze

Not yet reviewed

$1,000+

$25 - $49 / hr

10 - 49

San Francisco, CA

Services provided

25% CRM Consulting and SI

25% Application Management & Support

25% IT Managed Services +1 service

25% IT Staff Augmentation

Transformyze is a CRM consulting and SI company. Founded in 2022, the company is in San Francisco, California. Their services include CRM consulting and SI and IT managed services.
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Demanday intent driven

Not yet reviewed

Undisclosed

Undisclosed

50 - 249

San Francisco, CA

Services provided

15% CRM Consulting and SI

20% IT Strategy Consulting

20% Market Research +3 services

15% Cloud Consulting & SI

15% IT Managed Services

15% Web Development

Demanday intent driven is a Market Research company headquartered in San Francisco, California and Pune, India. They specialize in Market Research and IT strategy consulting.
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cxurious

Not yet reviewed

$1,000+

$50 - $99 / hr

2 - 9

San Francisco, CA

Services provided

20% CRM Consulting and SI

20% Demand Generation Marketing

20% Digital Strategy +2 services

20% Search Engine Optimization

20% Web Development

Headquartered in San Francisco, California, cxurious is a small Digital Strategy company. Their services include Digital Strategy and Search Engine Optimization.
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Fynch

Not yet reviewed

$1,000+

$100 - $149 / hr

2 - 9

Mill Valley, CA

Services provided

10% CRM Consulting and SI

40% AI Consulting

20% Generative AI +4 services

10% AI Development

10% Business Consulting

5% Computer Engineering

5% Email Marketing

Fynch is an AI Consulting company. Located in Mill Valley, California, the agency provides AI Consulting and Generative AI.
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Moulton Digital

Not yet reviewed

$10,000+

$200 - $300 / hr

2 - 9

San Francisco, CA

Services provided

10% CRM Consulting and SI

15% Content Marketing

15% Social Media Marketing +6 services

10% Email Marketing

10% Pay Per Click

10% SMS Marketing

10% Sales Outsourcing

10% Search Engine Optimization

10% UX/UI Design

Moulton Digital is a social media marketing agency. They focus on Social Media Marketing and Content Marketing and were established in 2016.
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Exponent Partners

Not yet reviewed

$5,000+

$100 - $149 / hr

10 - 49

San Francisco, CA

Services provided

25% CRM Consulting and SI

25% Custom Software Development

25% IT Strategy Consulting +1 service

25% Unified Communications Consulting & SI

Exponent Partners, a custom software development company, is located in San Francisco, California and Seattle, Washington. They offer Custom Software Development and CRM consulting and SI.
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Ezepo

Not yet reviewed

Undisclosed

Undisclosed

10 - 49

El Cerrito, CA

Services provided

25% CRM Consulting and SI

25% Branding

25% Email Marketing +1 service

25% Marketing Strategy

In El Cerrito, California, Ezepo is a small branding agency. The team specializes in Branding and Marketing Strategy.
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Thunder

Not yet reviewed

Undisclosed

Undisclosed

10 - 49

San Francisco, CA

Services provided

25% CRM Consulting and SI

25% BI & Big Data Consulting & SI

25% Business Consulting +1 service

25% Cloud Consulting & SI

Small data analytics company Thunder, is in San Francisco, California. The team specializes in BI & big data consulting & SI and cloud consulting & SI.
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Odaseva

Not yet reviewed

Undisclosed

Undisclosed

50 - 249

San Francisco, CA

Services provided

20% CRM Consulting and SI

60% Compliance Consulting

20% IT Strategy Consulting

Odaseva, a Compliance Consulting company, was established in 2012. The agency provides Compliance Consulting and IT strategy consulting.
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San Francisco, CA

160 Spear St
San Francisco, CA 94105
31 - 40

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BuzzBoard

Not yet reviewed

Undisclosed

Undisclosed

50 - 249

San Francisco, CA

Services provided

20% CRM Consulting and SI

20% Generative AI

20% Sales Outsourcing +4 services

10% BI & Big Data Consulting & SI

10% Business Consulting

10% Marketing Strategy

10% Search Engine Optimization

BuzzBoard is a CRM consulting and SI company. The team is in San Francisco, California and Lyndhurst, New Jersey, and their services include CRM consulting and SI and Sales Outsourcing.
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Odetta, Inc.

Not yet reviewed

Undisclosed

Undisclosed

50 - 249

San Francisco, CA

Services provided

20% CRM Consulting and SI

20% AI Development

20% Sales Outsourcing +2 services

20% Search Engine Optimization

20% Social Media Marketing

Odetta, Inc. Is a social media marketing agency located in San Francisco, California. They provide Social Media Marketing and Search Engine Optimization.
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Five9

2.5 2 reviews

Undisclosed

$100 - $149 / hr

250 - 999

San Ramon, CA

Services provided

60% CRM Consulting and SI

20% ERP Consulting and SI

10% Call Center Services +1 service

10% Other IT Consulting and SI

Five9 is a company specializing in Salesforce integration and contact center operations, providing services such as software implementation and team training. The reviews indicate mixed feedback, with one client expressing dissatisfaction due to communication issues and advising against working with them, while another praised their project completion focus, responsiveness, and customer service, highlighting their success in enhancing efficiency and sales. Overall, 50% of the reviews were positive, while 50% were negative.

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Reviews mention Communicative
Clients have expressed high satisfaction with Five9's communication, emphasizing their diligence and responsiveness. One client noted that the team proactively reached out to assist during a transition to remote work, showcasing their commitment to support. Another highlighted that Five9's team consistently followed up on calls and provided timely responses to inquiries, often within an hour. Overall, the sentiment surrounding Five9's communication is overwhelmingly positive, with clients appreciating their structured approach to problem-solving.

Sales & Marketing Support for Legal Service Access Firm

4.0 Jul 29, 2020

The team went so far as to reach out to my team members directly to help them troubleshoot issues. They went above and beyond in that regard when we made that transition. If you submit a ticket, they tend to reach back out within about an hour, even for not urgent matters. Their communication is their strength.
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Industry Experience

Five9 has demonstrated expertise across the financial services and legal industries. In financial services, feedback indicates issues with Salesforce integration and communication, leading to a negative sentiment. Conversely, in the legal sector, Five9 received positive reviews for project management, efficiency improvements, and strong customer support during transitions, highlighting their capacity for timely problem-solving. Overall, clients in the legal industry found strong value in their services, while financial services clients expressed concerns regarding communication and integration challenges.
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Financial services Legal

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Average Project Cost Breakdown

$10,000 to $49,000 (2)

What Clients Have Said
Client feedback on Five9's cost and value for money presents a mixed sentiment. One client invested between $20,000–$30,000 but expressed dissatisfaction with integration issues, advising potential customers to seek other vendors. Conversely, another client who spent between $10,000–$50,000 praised Five9 for delivering timely results and achieving efficiency goals, highlighting their diligent communication and project completion focus. Overall, while some clients appreciated the service, concerns over value and communication persist.
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