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Top CRM Consultants in Wisconsin

Ratings Updated: May 28, 2026

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5 Leaders 15 Contenders

28 Companies

Country: United States

State: Wisconsin

Services: CRM Consulting and SI

List of the Top Wisconsin CRM Companies

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Featured

What are Featured Providers?
Set2Close

5.0 97 reviews
Premier Verified

$5,000+

$200 - $300 / hr

10 - 49

Serves Wisconsin

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, Customer Relationship Management Consulting, and CRM Systems Integration. The company receives overwhelmingly positive feedback, with 100% of reviewers noting their deep expertise and personalized approach. Clients commend their ability to tailor CRM solutions precisely to business needs, highlighting their valuable training and seamless process management.

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Reviews mention Proactive
Clients consistently noted Set2Close's proactive approach as a key strength. For instance, one CEO highlighted how Jeremy was 'always proactive about our needs,' promptly involving additional experts when necessary. Another client appreciated the team's 'reliable, proactive' project management, which included timely updates and adjustments based on client requirements. Overall, the sentiment reflects a strong appreciation for Set2Close's commitment to anticipating client needs and delivering tailored solutions.

CRM System Implementation for ERP Platform Company

5.0 Dec 3, 2025

They were very responsive to Loop ERP’s needs, adjusting priorities when required and quickly addressing questions or change requests. Whether it involved refining automation workflows, updating SDR sequences, or adding new reporting dashboards, the team provided solutions promptly and ensured each update was fully tested before deployment. Overall, the project management experience was reliable, proactive, and focused on enabling Loop ERP's sales and marketing success.
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CRM System Implementation for ERP Platform Company

5.0 Dec 3, 2025

Set2Close's consulting staff brought a high level of expertise and industry understanding to the project, consistently demonstrating deep knowledge of CRM architecture, sales process optimization, and marketing automation best practices. They went above and beyond the standard scope by proactively identifying gaps, suggesting improvements, and offering strategic guidance that strengthened both the technical setup and the operational workflows. Their willingness to dive into details, provide hands-on support, and tailor solutions to unique business needs made the engagement feel not just like an implementation, but a true partnership.
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CRM Consulting & SI for Prenatal Vitamins Company

5.0 Apr 10, 2026

Jeremy was always proactive about our needs, never hesitating to bring in additional experts when specific topics required extra depth.
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21 of 21 reviews are 5 stars

21 new reviews for CRM Consulting and SI services

Less than $10,000 avg. project cost

Reviewed 21 times in the past 6 months
Over the past six months, Set2Close has received overwhelmingly positive feedback from clients across various industries. Clients praised the company's deep knowledge of HubSpot, personalized support, and proactive communication. For instance, one client highlighted the 'incredible experience' of tailored training, while another noted the 'structured approach' and 'clear visibility' into their sales processes. Overall, clients expressed high satisfaction and a willingness to recommend Set2Close for its exceptional value and expertise.
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73 of 78 CRM Consulting and SI reviews are 5 stars

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

Less than $10,000 avg. project cost

CRM Consulting and SI PROJECT HIGHLIGHT

HubSpot CRM Training & Consulting for Pharmacy
5.0 — Set2Close provided HubSpot CRM training for a pharmacy's sales representatives and helped the client align their HubSpot systems. The team also provided tools and reports that helped the client Read more
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Average Project Cost Breakdown

Less than $10,000 (68) $10,000 to $49,000 (7) $50,000 to $199,999 (2)

What Clients Have Said
Overall, clients commend Set2Close for providing excellent value for money, with many noting that their pricing fits within budget constraints while delivering high-quality services. Clients such as the CEO of Horizon Storage Group highlighted the company's 'good value for cost' and adaptability to budget needs. Overall sentiment reflects satisfaction with the services provided, indicating that clients feel they received more than they paid for, reinforcing their willingness to recommend Set2Close for future projects.
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Peeklogic, LLC

5.0 101 reviews
Premier Verified

$1,000+

$25 - $49 / hr

50 - 249

Serves Wisconsin

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 firm specializing in Salesforce development, integration, and customization. The reviews indicate a strong emphasis on responsive communication, timely project management, and practical solutions, with 100% of the clients praising their responsiveness and ability to adapt to evolving requirements. The company consistently receives high ratings for successfully improving CRM systems integration and operational efficiency.

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Average Project Cost Breakdown

Less than $10,000 (26) $10,000 to $49,000 (8) $50,000 to $199,999 (3) $200,000 to $999,999 (1)

What Clients Have Said
Clients consistently commend Peeklogic, LLC for their exceptional value for money and competitive pricing. Many reviews highlight the company's responsiveness and ability to deliver projects on time, with one client stating they 'came in under budget and beat timelines.' Another noted that Peeklogic provided 'good value for cost' and was a 'great culture fit.' Overall, clients feel they receive high-quality service and customized solutions that justify their investment.
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More responsive than most other service providers

Peeklogic, LLC is very responsive
They are a great candidate to start a conversation with. Send them a short message or project inquiry.
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United States (60) 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)

This provider is fluent in 3 languages:

English

Spanish

Ukrainian

This provider is available in 6 time zones:

Greenwich Mean Time (GMT)

Central European Time (CET)

Central Standard Time (CST)

Eastern Standard Time (EST)

Pacific Standard Time (PST)

Mountain Standard Time (MST)

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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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CloudMasonry

5.0 15 reviews
Premier Verified

$5,000+

$200 - $300 / hr

50 - 249

Serves Wisconsin

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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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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Industry Experience

CloudMasonry has received positive feedback across various industries, including Publishing, Education, Insurance, Financial Services, Nonprofit, IT Services, Utilities, Arts, Entertainment & Music, and Pharmaceuticals. Clients praise their expertise in Salesforce implementation, project management, and proactive communication. The overall sentiment is highly favorable, highlighting their strengths in understanding client needs and delivering on time. Educational institutions and financial services firms particularly commend their ability to enhance communication strategies and optimize reporting, making them a strong fit for clients in these sectors.
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Publishing Education Insurance Financial services Nonprofit IT Services Utilities Arts, entertainment & music Consumer Products Pharmaceuticals

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United States (13) France (1) England (1)

This provider is fluent in 2 languages:

English

Spanish

This provider is available in 8 time zones:

Greenwich Mean Time (GMT)

Hawaii Standard Time (HST)

Alaska Standard Time (AKST)

Central Standard Time (CST)

Eastern Standard Time (EST)

Pacific Standard Time (PST)

Phoenix Standard Time (PNT)

Mountain Standard Time (MST)

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QOLOS

5.0 11 reviews

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Verified

$100,000+

$100 - $149 / hr

10 - 49

Green Bay, WI

Services provided

55% CRM Consulting and SI

30% Custom Software Development

15% E-Commerce Development

QOLOS is a versatile digital solutions provider specializing in web and mobile application development, UI/UX design, and rebranding services. Across reviews, 100% of clients praised their quick adaptability, strong communication, and technical expertise, highlighting successful project deliveries that met budget and timeline requirements. Their ability to understand client needs and offer innovative solutions consistently impressed reviewers, resulting in tangible improvements in user engagement and business performance.

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Reviews mention Accommodating
Clients consistently praise QOLOS for their accommodating nature, highlighting their responsiveness and adaptability to changing project requirements. One client noted that QOLOS 'adapted super quickly to changing requirements' and maintained professionalism during all interactions. The ability to understand and meet specific industry needs was particularly impressive, with one reviewer stating, 'They can adapt quickly to the clients' needs.' Overall, the sentiment reflects a strong appreciation for QOLOS's commitment to client satisfaction.

Web Design, Branding & Logo for Inventory Finance Company

5.0 Oct 24, 2024

QOLOS held every meeting with the utmost professionalism, was always responsive to our needs and adapted super quickly to changing requirements. They delivered all items on time. QOLOS has many diverse yet all beautiful showcases. They can adapt quickly to the clients' needs and understood our problems.
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Industry Experience

QOLOS has demonstrated strong expertise across various industries, including Gaming, Business Services, Human Resources, Food & Beverages, Information Technology, Financial Services, Education, and Healthcare. Clients commend their modern design implementations, technical proficiency, excellent communication, and adaptability to specific project needs. Overall, feedback reflects a positive sentiment, with notable successes in improving user experience and functionality, making QOLOS a suitable partner for projects within these diverse sectors.
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Gaming Business services Human Resources Food & Beverages Information technology Financial services Education Healthcare

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Average Project Cost Breakdown

$200,000 to $999,999 (6) Less than $10,000 (2)

What Clients Have Said
Overall, clients consistently praised QOLOS for their competitive pricing and strong value for money. For instance, one client noted that their selection was based on how well QOLOS's pricing fit their budget while providing good value. Another client echoed this sentiment, stating that the costs were aligned with their financial expectations, contributing to successful project outcomes. The positive feedback highlights QOLOS's ability to deliver quality services that meet client needs without exceeding budget constraints.
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$9,500 Perfect if you’re fixing/cleaning/optimizing. $57,500 For teams ready to scale and automate processes. $95,000 Enterprises seeking a fully customized solution.

Salesforce Project Packages
Whether you’re fine-tuning your Salesforce setup or building a fully customized enterprise solution, QOLOS offers three levels of engagement designed to match your scope, speed, and budget.
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Penrod

4.5 1 review

Undisclosed

Undisclosed

50 - 249

Milwaukee, WI

Services provided

100% CRM Consulting and SI

Penrod is a CRM Consulting and CRM Systems Integration company specializing in Salesforce platform configuration. They are highly regarded for their expertise in life sciences and Salesforce, with a strong ROI reported in ongoing engagements. While project management is generally effective, improvements in communication consistency were noted, as highlighted by 80% of reviewers.

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0 of 1 CRM Consulting and SI reviews are 5 stars

$50,000 – $199,999 avg. project cost

CRM Consulting and SI PROJECT HIGHLIGHT

CRM Management for Medical Equipment Manufacturing Company
4.5 — A medical equipment manufacturing company hired Penrod to provide CRM consulting. They're helping the client enhance their Salesforce platform to streamline the efficiency of their processes. Read more
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Industry Experience

Penrod has demonstrated strong expertise in the manufacturing sector, particularly within medical equipment. Clients report positively on their Salesforce CRM configurations, highlighting efficiency improvements and a solid ROI. Their strengths lie in life sciences and project management, though communication consistency could be enhanced. Overall sentiment from manufacturing clients is favorable, indicating that Penrod is a reliable partner for businesses seeking CRM solutions in this industry.
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Manufacturing

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Average Project Cost Breakdown

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

What Clients Have Said
Clients have expressed that Penrod offers good value for money, particularly in specialized areas such as Salesforce for life sciences. One client, Graymont Medical, noted a significant investment of around $100,000 but reported a strong return on investment and positive impacts on their business. Overall sentiment indicates that while there are minor communication issues, the quality of work and expertise justify the costs incurred.
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What are Featured Providers?
Computan

4.8 45 reviews
Verified

$1,000+

$25 - $49 / hr

50 - 249

Serves Wisconsin

Services provided

40% CRM Consulting and SI

30% E-Commerce Development

30% Web Development

Computan is a web development and digital marketing company offering services in website management, CRM integration, and CMS development. Reviews indicate that approximately 85% of clients appreciate their adaptability, timely communication, and ability to meet project requirements effectively. Clients also commend Computan for understanding their business needs and providing quality solutions within budget, although a few mentioned room for improvement in project delivery timelines and proactive communication.

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Reviews mention Flexible
The sentiment regarding Computan's flexibility is overwhelmingly positive across client reviews. Clients frequently highlight their adaptability to changing needs and project scopes. For instance, one client noted Computan's 'ability to react on the fly' to project changes, while another emphasized their 'willingness to meet the client's needs.' Many reviews commend their responsiveness and capacity to handle urgent requests, reinforcing their reputation as a flexible partner capable of accommodating diverse project demands.

HubSpot CMS Dev for Digital Sales & Marketing Consultancy

4.5 Sep 30, 2022

I find that they were adaptable and willing to meet the client's needs.
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WordPress & HubSpot Web Dev Projects for PR & Marketing Firm

5.0 May 13, 2022

Timeliness, accountability, and flexibility. Anyone who has been involved in a website project knows that they can be incredibly painful and usually take twice as long as planned. 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 unexpectantly.
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Web Dev, Maintenance & Digital Marketing for SaaS Company

5.0 Apr 8, 2022

The Computan team is also very responsive despite the fact that they’re from a different time zone, and they’re completely adaptable in any situation they’re in. We’re impressed with their ability to work with agility and flexibility to handle any situation in the development process.
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Website Revamp & Redesign for Purchasing & Consulting Firm

5.0 Apr 6, 2022

Computan was highly flexible, and they could quickly adapt to our needs. We’d asked them for a standardized approach and a set theme across our channels. We also asked them for templates we could use internally to make our lives easier going forward — they did a fantastic job here while also upgrading our branding.
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Web Development for Financial Marketing Company

5.0 Jul 6, 2021

Due to the number of resources on both our team and the Computan team, they provided the flexibility to work within our preferred communication process and tools which includes: MS Teams, Asana, GitHub and Azure boards. They quickly adapted our tools to deliver timely solutions.
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Industry Experience

Computan demonstrates strong expertise across various industries, including Healthcare, IT Services, Advertising & Marketing, Education, Beauty & Cosmetics, and more. Clients commend their ability to manage complex web development projects, deliver timely solutions, and enhance website performance. The overall sentiment is positive, with particular praise for their adaptability, communication, and ability to handle urgent requests. Organizations in need of reliable web development, integration, and digital marketing support would find Computan a suitable partner.
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Healthcare IT Services Advertising & marketing Education Beauty & Cosmetics Wellness & Fitness Software Logistics & Supply Chain Business services Media Consulting Manufacturing Telecommunications Research Other Industry Hospitality & leisure Automotive Nonprofit Information technology

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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
Clients consistently praise Computan for their cost-effectiveness and the value they provide. One client noted that their pricing fit within budget constraints, highlighting good value for the cost. Another remarked that Computan's work quality for the price is unmatched compared to other agencies. Overall, feedback indicates that Computan delivers high-quality results while maintaining reasonable pricing, with many clients expressing satisfaction with the return on investment and the efficiency of their services.
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United States (34) Canada (10) Finland (1)

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Ledgeview Partners

4.8 2 reviews

Undisclosed

Undisclosed

50 - 249

Appleton, WI

Services provided

50% CRM Consulting and SI

30% Business Consulting

20% Marketing Strategy

Ledgeview Partners is a CRM consulting company renowned for customizing and integrating CRM solutions tailored to specific organizational needs. Overall, 100% of reviewers highlight their expertise and collaborative approach, praising their ability to transform complex requirements into user-friendly systems that enhance data management and streamline workflows. With a focus on client satisfaction, Ledgeview Partners consistently delivers positive results, ensuring smooth project execution and ongoing support.

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Reviews mention Experienced
Clients express a highly positive sentiment regarding Ledgeview Partners' expertise and project management capabilities. One client highlighted their collaborative approach and ability to create a user-friendly CRM system, stating, 'They helped identify problems we didn’t know we had and saved us a lot of time and user frustration.' Overall, clients commend their experienced professionals, noting that the partnership was crucial for success, with one remarking, 'We wouldn’t have succeeded without them.'

CRM Consulting & Dev for Manufacturing Firm

5.0 Aug 29, 2018

They have seasoned, experienced professionals who serve specific purposes and dedicated infrastructure, training, and marketing teams. It’s been a really good experience and I look forward to future projects together.
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Industry Experience

Ledgeview Partners has received positive feedback across the Financial Services and Manufacturing industries. In Financial Services, their expertise in developing customized CRM solutions streamlined data management for a credit union, enhancing internal workflow. In Manufacturing, they improved sales pipeline visibility through tailored Microsoft Dynamics CRM integrations, fostering user adoption among sales teams. Overall, Ledgeview is recognized for their collaborative approach, adaptability, and ability to deliver user-friendly solutions, making them a strong candidate for clients in both sectors.
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Financial services Manufacturing

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Average Project Cost Breakdown

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

What Clients Have Said
Clients consistently highlight Ledgeview Partners' strong value for money, noting that their tailored solutions and effective project management justify the investment. One client mentioned spending approximately $50,000, emphasizing that they would have saved money had they engaged Ledgeview Partners from the start. Overall, feedback indicates a high level of satisfaction with the cost relative to the quality of service and outcomes achieved, with clients appreciating the customized approach and user-friendly systems developed.
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Weidert Group

4.8 12 reviews

$10,000+

$150 - $199 / hr

10 - 49

Appleton, WI

Services provided

10% CRM Consulting and SI

20% Web Design

10% Content Marketing +6 services

10% Conversion Optimization

10% Marketing Strategy

10% Pay Per Click

10% Search Engine Optimization

10% Social Media Marketing

10% Video Production

Weidert Group is a marketing agency specializing in inbound marketing, web development, and HubSpot integration, frequently mentioned for their expertise in content creation, SEO, and project management. They have received overwhelmingly positive feedback, with clients praising their efficiency, communication, and ability to meet deadlines. Approximately 90% of reviews highlight their professional and accommodating team, while over 80% emphasize successful outcomes in website development and inbound marketing strategies.

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Reviews mention Communicative
Overall, client feedback regarding Weidert Group's communication is highly positive. Clients commend their responsiveness and clarity, noting that they consistently communicated milestones and project updates. For instance, one client highlighted the 'extremely responsive' nature of the team and their impeccable communication skills, describing the process as 'smooth.' Another client appreciated the proactive communication regarding delays. Overall, clients feel that Weidert Group excels in maintaining clear and effective communication throughout engagements.

Website Redesign for Construction Company

5.0 Jul 2, 2019

They are extremely responsive and communicate very well. Milestones were communicated both on paper and verbally. The team’s strong understanding of our process and effective communication skills were stellar.
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Web Redesign and Inbound Marketing for Manufacturer

5.0 May 31, 2019

They’re easy to work with and communicate well. We mainly communicate via email, phone, and Zoom meetings, but we have met in person a few times. They push our team and follow up to keep us on track.
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Web Design & Inbound Marketing for Food Seller

5.0 Aug 3, 2016

Weidert Group is very good in terms of consistent communication. I would say that I hear from them a couple of times a week on average.
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Marketing, Web Design & Dev for Packaging Solutions Company

5.0 Aug 12, 2025

Items were delivered on time. If there was a delay, communication was proactive. Expectations were clearly communicated and enforced. When client (we) threw a wrench in the schedule or asked for something out of scope, the requests were accommodated as able and change orders occurred quickly.
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Industry Experience

Weidert Group has demonstrated significant expertise across various industries including Consulting, Consumer Products, Construction, Manufacturing, Financial Services, Food & Beverages, IT Services, and Real Estate. Feedback highlights their strengths in inbound marketing, website development, and content creation. Clients commend their responsiveness, project management efficiency, and ability to drive measurable results, such as increased web traffic and lead generation. Overall sentiment is highly positive, indicating a strong fit for businesses seeking innovative marketing solutions.
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Consulting Consumer Products Construction Financial services Food & Beverages IT Services Real estate Manufacturing

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Average Project Cost Breakdown

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

What Clients Have Said
Client feedback on Weidert Group emphasizes their value for money, with several clients noting that while they are among the more expensive options, the quality of service justifies the investment. One client remarked that they provide a team of experts for the price of one and a half full-time employees, enhancing overall effectiveness. Another client highlighted a significant increase in performance metrics post-engagement, attributing their success to Weidert's contributions, indicating strong overall sentiment regarding the company's pricing and value.
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Baltimore, Maryland (2) Madison, Wisconsin (2) Anoka, Minnesota (1) Green Bay, Wisconsin (1) Manitowoc, Wisconsin (1) Milwaukee, Wisconsin (1) Manor, Texas (1) Kiel, Wisconsin (1) Oostburg, Wisconsin (1)

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Pellizzi & Co.

4.9 5 reviews

$5,000+

$100 - $149 / hr

2 - 9

Milwaukee, WI

Services provided

10% CRM Consulting and SI

30% Marketing Strategy

25% Branding +2 services

25% Digital Strategy

10% Email Marketing

Pellizzi & Co. is a comprehensive digital marketing agency specializing in web development, SEO, and marketing automation. They consistently receive positive feedback for their tailored solutions, effective communication, and ability to meet and exceed client expectations. Approximately 100% of reviews highlight their impressive project management and personalized service. Clients appreciate their fast response times, and no significant areas for improvement have been noted.

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Reviews mention Accessible
Clients express high satisfaction with Pellizzi & Co.'s accessibility, noting that communication is efficient and effective. One client highlighted that James Pellizzi facilitates team connections seamlessly and maintains regular updates through weekly calls and emails. Their proactive approach, including the creation of a progress dashboard, enhances collaboration. Overall, the sentiment regarding accessibility is overwhelmingly positive, with clients appreciating the immediate support and troubleshooting provided by the team.

Pardot and Digital Marketing for Collaboration Platform

5.0 Jul 9, 2019

Most of our communication with the team is through James, and he is very accessible. If we ever need to connect a member of our team with theirs, James facilitates that communication. Additionally, we have weekly calls that help streamline our collaboration.
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Industry Experience

Pellizzi & Co. has garnered positive feedback across various industries, including Restaurants, Environmental Services, Manufacturing, Legal, and Software. Clients commend their expertise in digital marketing, web development, and Salesforce customization. The overall sentiment reflects strong satisfaction with their responsive service, commitment to understanding client needs, and effective project management. Potential clients in these sectors can expect a collaborative and results-driven partnership, particularly in enhancing online presence and marketing strategies.
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Restaurants Environmental Services Manufacturing Legal Software

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Average Project Cost Breakdown

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

What Clients Have Said
Clients generally express high satisfaction with Pellizzi & Co.'s cost-effectiveness and value for money. One client noted a significant return on investment, stating they are 'well on the way to seeing this project become revenue-positive.' Another highlighted their services as 'cost-effective,' allowing for increased operational efficiency. Overall, clients appreciate the comprehensive solutions provided and the responsive communication, with one remarking on the impressive quality of work relative to their investment.
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Mount Pleasant, South Carolina (1) Appleton, Wisconsin (1) Green Bay, Wisconsin (1) Kenosha, Wisconsin (1) Milwaukee, Wisconsin (1)

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Allium Salesforce Consulting

Not yet reviewed

Undisclosed

$100 - $149 / hr

50 - 249

Brookfield, WI

Services provided

50% CRM Consulting and SI

10% Cloud Consulting & SI

10% Custom Software Development +4 services

10% IT Managed Services

10% IT Staff Augmentation

5% Digital Strategy

5% IT Strategy Consulting

Allium Salesforce Consulting is a CRM consulting and SI company. Founded in 2011, their team focuses on CRM consulting and SI and Custom Software Development.
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Heartland Business Systems

Not yet reviewed

Undisclosed

$200 - $300 / hr

250 - 999

Little Chute, WI

Services provided

40% CRM Consulting and SI

40% ERP Consulting and SI

20% Other IT Consulting and SI

Founded in 1991, Heartland Business Systems is a midsize CRM consulting and SI company. Their services include CRM consulting and SI and ERP consulting and SI.
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Resolv

Not yet reviewed

Undisclosed

Undisclosed

2 - 9

Appleton, WI

Services provided

100% CRM Consulting and SI

Resolv is a CRM consulting and SI company launched in 2001. The agency provides CRM consulting and SI, and is small.
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Better Partners

Not yet reviewed

Undisclosed

Undisclosed

2 - 9

Milwaukee, WI

Services provided

100% CRM Consulting and SI

Better Partners is a CRM consulting and SI company. They were founded in 2010 and focus on CRM consulting and SI.
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Elevity

Not yet reviewed

$5,000+

$150 - $199 / hr

50 - 249

Fitchburg, WI

Services provided

25% CRM Consulting and SI

25% Cybersecurity

25% IT Managed Services +1 service

25% IT Strategy Consulting

Based in Fitchburg, Wisconsin, Elevity is an IT strategy consulting company. Founded in 2020, the team focuses on IT strategy consulting and CRM consulting and SI.
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Vx Group

Not yet reviewed

Undisclosed

Undisclosed

10 - 49

Cedarburg, WI

Services provided

50% CRM Consulting and SI

50% HR Consulting

Vx Group is a CRM consulting and SI and HR Consulting company. Based in Cedarburg, Wisconsin, the company was launched in 2011. Their team provides CRM consulting and SI and HR Consulting.
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Allium

Not yet reviewed

Undisclosed

Undisclosed

10 - 49

Madison, WI

Services provided

50% CRM Consulting and SI

50% IT Managed Services

Allium is a CRM consulting and SI and IT managed services company. Launched in 2011, the team focuses on CRM consulting and SI and IT managed services. The agency is in Madison, Wisconsin.
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Asymmetric Applications Group

Not yet reviewed

$1,000+

$100 - $149 / hr

10 - 49

Middleton, WI

Services provided

25% CRM Consulting and SI

50% Marketing Strategy

25% Market Research

Asymmetric Applications Group is a Marketing Strategy company established in 2016. Their services include Marketing Strategy and CRM consulting and SI.
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Canvas Cloud

Not yet reviewed

Undisclosed

Undisclosed

2 - 9

Appleton, WI

Services provided

50% CRM Consulting and SI

50% Business Consulting

Canvas Cloud is a small CRM consulting and SI and Business Consulting company based in Appleton, Wisconsin. The team specializes in CRM consulting and SI and Business Consulting.
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Emelar Consulting Group

Not yet reviewed

Undisclosed

Undisclosed

10 - 49

Madison, WI

Services provided

40% CRM Consulting and SI

40% Cloud Consulting & SI

20% Business Consulting

In Madison, Wisconsin, Emelar Consulting Group is a cloud consulting & SI company. They offer cloud consulting & SI and CRM consulting and SI.
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ILRAA Data & Analytics

Not yet reviewed

$1,000+

$50 - $99 / hr

10 - 49

Milwaukee, WI

Services provided

10% CRM Consulting and SI

20% BI & Big Data Consulting & SI

15% Business Consulting +4 services

15% ERP Consulting and SI

15% Finance & Accounting Outsourcing (FAO)

15% Other Application Development

10% Accounting

ILRAA Data & Analytics is a big data company. Their small team of employees is located in Milwaukee, Wisconsin. Their team provides BI & big data consulting & SI and ERP consulting and SI.
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Neway Nexus

Not yet reviewed

$1,000+

< $25 / hr

10 - 49

Waukesha, WI

Services provided

20% CRM Consulting and SI

20% AI Development

20% Back Office Outsourcing +2 services

20% Custom Software Development

20% IT Staff Augmentation

Neway Nexus, a CRM consulting and SI company, is based in Waukesha, Wisconsin. Their services include CRM consulting and SI and IT staff augmentation.
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Aspect Marketing

Not yet reviewed

Undisclosed

Undisclosed

2 - 9

Madison, WI

Services provided

20% CRM Consulting and SI

20% Branding

20% Pay Per Click +2 services

20% Social Media Marketing

20% Web Design

Aspect Marketing, a branding company, was established in 2019. The small team focuses on Branding and Social Media Marketing.
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BDPros - Business Development Pros

Not yet reviewed

$5,000+

Undisclosed

10 - 49

Milwaukee, WI

Services provided

10% CRM Consulting and SI

60% Sales Outsourcing

10% Email Marketing +4 services

5% Business Consulting

5% Content Marketing

5% Marketing Strategy

5% Social Media Marketing

Launched in 2009, BDPros - Business Development Pros is a Sales Outsourcing company. The team provides Sales Outsourcing and Email Marketing.
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ReleaseWire

Not yet reviewed

Undisclosed

Undisclosed

2 - 9

Green Bay, WI

Services provided

35% CRM Consulting and SI

35% Marketing Strategy

30% Back Office Outsourcing

ReleaseWire is a CRM consulting and SI company. They were founded in 2008 and provide CRM consulting and SI and Marketing Strategy.
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HIC Global Solutions

4.9 7 reviews

Undisclosed

$25 - $49 / hr

50 - 249

Bayside, WI

Services provided

90% CRM Consulting and SI

5% Custom Software Development

5% IT Staff Augmentation

HIC Global Solutions is a CRM Consultancy specializing in CRM Implementation and CRM Systems Integration. The reviews highlight their expertise in Salesforce consulting, resulting in a 30% increase in operational efficiency. Clients commend their responsiveness, transparent communication, and ability to customize solutions, with no negative feedback reported.

See all 7 projects

1 of 1 CRM Consulting and SI reviews are 5 stars

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

$10,000 – $49,000 avg. project cost

CRM Consulting and SI PROJECT HIGHLIGHT

Salesforce Implementation for IT Services Company
5.0 — HIC Global Solutions provided Salesforce implementation services for an IT services company. The team customized Salesforce according to needs, integrated it with existing tools, and automated Read more
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Industry Experience

HIC Global Solutions has demonstrated expertise primarily in the Information Technology and Software industries, receiving positive feedback for their Salesforce consulting and implementation services. Clients praised their ability to enhance operational efficiency, streamline processes, and improve customer engagement through effective project management and communication. Overall sentiment indicates strong satisfaction, particularly in integrating complex systems such as SAP Hybris and British Telecom, making HIC a suitable partner for organizations seeking robust CRM and technology solutions.
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Select Industry to see insights

Information technology Software

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Average Project Cost Breakdown

$10,000 to $49,000 (1) $200,000 to $999,999 (1)

What Clients Have Said
Clients consistently highlight HIC Global Solutions' competitive pricing and overall value. One reviewer noted that the 'pricing fit our budget' and emphasized 'good value for cost,' while another praised their 'dedication to assist wherever needed.' The positive sentiment suggests that clients feel they receive substantial benefits relative to their investment, with successful project outcomes further validating their cost-effectiveness.
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Bayside, WI

333 West Brown Deer Road
Bayside, WI 53217
10 - 15

12623107818

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Approyo, Inc.

Not yet reviewed

Undisclosed

Undisclosed

50 - 249

Muskego, WI

Services provided

60% CRM Consulting and SI

10% BI & Big Data Consulting & SI

10% Cloud Consulting & SI +2 services

10% IT Strategy Consulting

10% IoT Development

CRM consulting and SI company Approyo, Inc. Specializes in CRM consulting and SI and IT strategy consulting. They are in Muskego, Wisconsin and Bengaluru, India.
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Riseable

Not yet reviewed

Undisclosed

Undisclosed

2 - 9

Milwaukee, WI

Services provided

20% CRM Consulting and SI

20% Pay Per Click

20% Sales Outsourcing +3 services

20% Social Media Marketing

10% Content Marketing

10% Content Writing Services

Riseable is a social media marketing company. Headquartered in Milwaukee, Wisconsin, their team provides Social Media Marketing and Pay Per Click.
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SamsonMedia

Not yet reviewed

$5,000+

$100 - $149 / hr

2 - 9

Appleton, WI

Services provided

15% CRM Consulting and SI

45% Web Design

25% Marketing Strategy +1 service

15% Market Research

SamsonMedia is an Appleton, Wisconsin-based web design agency. Their services include Web Design and Marketing Strategy.
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Jumpany

Not yet reviewed

Undisclosed

Undisclosed

2 - 9

Milwaukee, WI

Services provided

10% CRM Consulting and SI

10% Content Marketing

10% Digital Strategy +7 services

10% E-Commerce Development

10% Email Marketing

10% IT Managed Services

10% Pay Per Click

10% Search Engine Optimization

10% Social Media Marketing

10% Web Design

Jumpany, a Digital Strategy company, is in Milwaukee, Wisconsin. Their services include Digital Strategy and Social Media Marketing.
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Entrebel Creative Studio

Not yet reviewed

Undisclosed

Undisclosed

2 - 9

Mukwonago, WI

Services provided

10% CRM Consulting and SI

10% Branding

10% Content Marketing +7 services

10% E-Commerce Development

10% Email Marketing

10% Graphic Design

10% Pay Per Click

10% Search Engine Optimization

10% Social Media Marketing

10% Web Design

Entrebel Creative Studio is a branding firm. They are located in Mukwonago, Wisconsin and have small team of experts. Their services include Branding and Social Media Marketing.
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CR Marketing Agency

Not yet reviewed

$1,000+

$50 - $99 / hr

Freelancer

West Bend, WI

Services provided

10% CRM Consulting and SI

20% Email Marketing

20% Graphic Design +3 services

20% Search Engine Optimization

15% Market Research

15% Social Media Marketing

CR Marketing Agency is a small West Bend, Wisconsin-based Email Marketing company. Their services include Email Marketing and Search Engine Optimization.
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Dev Cabin Technologies

Not yet reviewed

Undisclosed

Undisclosed

2 - 9

Pewaukee, WI

Services provided

10% CRM Consulting and SI

20% Custom Software Development

20% Web Design +5 services

10% AI Development

10% API Development

10% AR/VR Development

10% Blockchain

10% Web Development

Dev Cabin Technologies, a web design company, was launched in 2018. Based in Pewaukee, Wisconsin, the team specializes in Web Design and Custom Software Development.
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Why Trust Clutch

At Clutch, we believe trust is the foundation of every business relationship. Our mission is to help buyers make confident, data-backed decisions informed by real client experiences.

Every review on Clutch undergoes a rigorous, human-led verification process to make sure it’s valid. Our team of specialists confirms the identity of each reviewer, ensures the project is legitimate, and only publishes reviews that meet our strict criteria.

Verification doesn’t stop at the point of publication. Our Trust & Safety team routinely audits older reviews against our guidelines. When reviews fall short of our standards, we remove them.

We evaluate service providers using a structured methodology that combines:

In-depth client interviews and ratings
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Market presence
Portfolio examples and industry recognition

This data powers tools like the Leaders Matrix, which helps you compare agencies directly. Our research team curates rankings by weighing verified reviews most heavily, so the most trusted and experienced providers rise to the top.

Using this unique combination of verified client feedback and provider-supplied insights, Clutch distills the most important details into clear, digestible summaries so you have everything you need to make confident, informed decisions quickly.

We take fraud seriously. Providers who violate our guidelines may face lower rankings, restricted visibility, or removal from the platform altogether.

Clutch’s commitment to transparency is ongoing. We’re constantly refining our systems to protect the integrity of reviews and support you in finding the right agency.

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 Penrod

2 Ledgeview Partners

3 Weidert Group

4 QOLOS

5 Pellizzi & Co.

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.

By using verified reviews, focused service details, and real project data, the Leaders Matrix highlights companies that consistently deliver and stand out from the rest. Each company’s position is based on how well they focus on a service area and how consistently they deliver results, helping you make informed, confident decisions. 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 5 Wisconsin CRM Companies

Penrod

Undisclosed

Undisclosed

50 - 249

Milwaukee, WI

Ability to deliver

31.8/40.0

14.6/20 Reviews

7.6/10 Clients & Experience

9.6/10 Market Presence

Service focus

100% CRM Consulting and SI

View Profile Visit Website
Ledgeview Partners

Undisclosed

Undisclosed

50 - 249

Appleton, WI

Ability to deliver

27.6/40.0

15.6/20 Reviews

6.2/10 Clients & Experience

5.7/10 Market Presence

Service focus

50% CRM Consulting and SI

50% Other

View Profile Visit Website
Weidert Group

$10,000+

$150 - $199 / hr

10 - 49

Appleton, WI

Ability to deliver

35.7/40.0

15.8/20 Reviews

10/10 Clients & Experience

9.9/10 Market Presence

Service focus

10% CRM Consulting and SI

90% Other

View Profile Visit Website
QOLOS

$100,000+

$100 - $149 / hr

10 - 49

Green Bay, WI

Ability to deliver

25.6/40.0

17.4/20 Reviews

3.1/10 Clients & Experience

5.2/10 Market Presence

Service focus

55% CRM Consulting and SI

45% Other

View Profile Visit Website
Pellizzi & Co.

$5,000+

$100 - $149 / hr

2 - 9

Milwaukee, WI

Ability to deliver

21/40.0

15.8/20 Reviews

0/10 Clients & Experience

5.2/10 Market Presence

Service focus

10% CRM Consulting and SI

90% Other

View Profile Visit Website
Allium Salesforce Consulting

Undisclosed

$100 - $149 / hr

50 - 249

Brookfield, WI

Ability to deliver

5.3/40.0

0/20 Reviews

0/10 Clients & Experience

5.3/10 Market Presence

Service focus

50% CRM Consulting and SI

50% Other

View Profile Visit Website
Heartland Business Systems

Undisclosed

$200 - $300 / hr

250 - 999

Little Chute, WI

Ability to deliver

0/40.0

0/20 Reviews

0/10 Clients & Experience

0/10 Market Presence

Service focus

40% CRM Consulting and SI

60% Other

View Profile Visit Website
Resolv

Undisclosed

Undisclosed

2 - 9

Appleton, WI

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
Better Partners

Undisclosed

Undisclosed

2 - 9

Milwaukee, WI

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
Elevity

$5,000+

$150 - $199 / hr

50 - 249

Fitchburg, WI

Ability to deliver

5.3/40.0

0/20 Reviews

0/10 Clients & Experience

5.3/10 Market Presence

Service focus

25% CRM Consulting and SI

75% Other

View Profile Visit Website
Vx Group

Undisclosed

Undisclosed

10 - 49

Cedarburg, WI

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
Allium

Undisclosed

Undisclosed

10 - 49

Madison, WI

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
Asymmetric Applications Group

$1,000+

$100 - $149 / hr

10 - 49

Middleton, WI

Ability to deliver

5.3/40.0

0/20 Reviews

0/10 Clients & Experience

5.3/10 Market Presence

Service focus

25% CRM Consulting and SI

75% Other

View Profile Visit Website
Canvas Cloud

Undisclosed

Undisclosed

2 - 9

Appleton, WI

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
Emelar Consulting Group

Undisclosed

Undisclosed

10 - 49

Madison, WI

Ability to deliver

0/40.0

0/20 Reviews

0/10 Clients & Experience

0/10 Market Presence

Service focus

40% CRM Consulting and SI

60% Other

View Profile Visit Website
ILRAA Data & Analytics

$1,000+

$50 - $99 / hr

10 - 49

Milwaukee, WI

Ability to deliver

6.4/40.0

0/20 Reviews

2.4/10 Clients & Experience

4/10 Market Presence

Service focus

10% CRM Consulting and SI

90% Other

View Profile Visit Website
Neway Nexus

$1,000+

< $25 / hr

10 - 49

Waukesha, WI

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
Aspect Marketing

Undisclosed

Undisclosed

2 - 9

Madison, WI

Ability to deliver

4.6/40.0

0/20 Reviews

0/10 Clients & Experience

4.6/10 Market Presence

Service focus

20% CRM Consulting and SI

80% Other

View Profile Visit Website
BDPros - Business Development Pros

$5,000+

Undisclosed

10 - 49

Milwaukee, WI

Ability to deliver

5.6/40.0

0/20 Reviews

0/10 Clients & Experience

5.5/10 Market Presence

Service focus

10% CRM Consulting and SI

90% Other

View Profile Visit Website
ReleaseWire

Undisclosed

Undisclosed

2 - 9

Green Bay, WI

Ability to deliver

0/40.0

0/20 Reviews

0/10 Clients & Experience

0/10 Market Presence

Service focus

35% CRM Consulting and SI

65% Other

View Profile Visit Website

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Is your team prepared to respond in case of a company data leak? In an era where breaches are increasing, preparation and response time are your greatest...

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Specialties

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Reviews mention Proactive

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Why Trust Clutch

List of the Top 5 Wisconsin CRM Companies

Latest CRM Articles

How to Create a Budget for BI & Analytics Services [With Template]

The Best Password Managers for Small Businesses in 2026

What To Do If You’ve Been Impacted by a Company Data Leak

Similar Categories

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Specialties

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