Oktana is an AI-first digital transformation consultancy helping U.S. companies turn data into intelligent, automated, and scalable business systems. We design and implement applied AI solutions that embed predictive insights, workflow automation, and intelligent decision-making directly into enterprise operations.
Our expertise lies in architecting AI-powered ecosystems across CRM, cloud, and data platforms — transforming fragmented technology stacks into cohesive, high-performance environments built for growth. Rather than layering AI as an add-on, we engineer intelligence into the foundation of the system.
As a Salesforce Summit Partner and multi-cloud engineering firm, we specialize in operationalizing AI within complex Salesforce architectures and modern cloud infrastructures. Our team of 200+ developers, solution architects, and UX specialists collaborates in real time with U.S.-based organizations through a nearshore model that ensures alignment, speed, and technical rigor.
Core Capabilities
Applied AI & Intelligent Automation AI-powered CRM transformation Predictive analytics and workflow automation AI agents and intelligent orchestration Architecture redesign for AI readiness
Cloud & Data Ecosystem Engineering AWS, Azure, and Google Cloud MuleSoft integrations and API orchestration Snowflake data platforms and analytics Secure migration and middleware architecture
Salesforce Multi-Cloud Implementation Sales, Service, Experience, and Marketing Cloud Technical debt reduction and platform optimization
What Differentiates Oktana
• AI-first architecture strategy • Proven AI agent integration in enterprise systems • Salesforce Summit Partner with multi-cloud depth • U.S.-aligned nearshore collaboration • Long-term client partnerships • Continuous AI capability development
We don’t just implement platforms — we build intelligent systems that drive measurable business performance.
Min project size
$10,000+
Hourly rate
$50 - $99 / hr
Employees
50 - 249
Year founded
Founded 2014
No have been added yet...
Pricing Snapshot
Min. project size
$10,000+
Avg. hourly rate
$50 - $99
/hr
Rating for cost
4.8
/5
What Clients Have Said
Oktana offers competitive pricing with strong value for cost, evidenced by successful CRM and backend implementations. Clients report efficient project management and effective communication, leading to high satisfaction without specific project costs mentioned.
Oktana demonstrated expertise in developing scalable and secure backend systems, handling high data volumes efficiently, and maintaining strong security protocols for a market intelligence company.
Areas for Improvement: Internet Connectivity
One client noted occasional slow or weak internet connections with Oktana staff, suggesting a need for improved connectivity to enhance communication and project execution.
Efficient CRM Implementation
Oktana successfully installed a CRM system for a manufacturing company, capturing leads via the client's website and ensuring a complete CRM platform. Their adherence to schedules and clear communication were praised.
Proactive Project Management
Oktana is praised for proactive communication and managing projects efficiently, delivering on time and adjusting to client needs promptly. This approach has been a key strength.
Strong Customer Service
Clients consistently highlight Oktana's excellent customer service, noting their responsiveness and ability to address issues quickly. This has been a significant factor in client satisfaction.
Advanced API Development
The company successfully developed comprehensive RESTful APIs, ensuring seamless integration and efficient data management for clients, receiving positive feedback for their clarity and effectiveness.
CRM Consulting for Tubular Products Manufacturing Company
Featured Review
CRM Consulting and SI
Confidential
Aug. - Sep. 2025
5.0
Quality
5.0
Schedule
5.0
Cost
5.0
Willing to Refer
5.0
"Oktana's customer service was very good."
Dec 22, 2025
Sales, Fraser Steel
Steve Owens
Verified
Manufacturing
Albertville, Minnesota
51-200 Employees
Online Review
Verified
A tubular products manufacturing company hired Oktana to provide CRM consulting services. The team was responsible for installing the CRM system and connecting it to the client's website for lead generation.
Oktana's efforts resulted in a complete CRM platform that captured leads via the client's website. The team set a schedule and maintained it, ensuring clear communication and quick responses to issues throughout the engagement. Oktana's customer service was the hallmark of their performance.
The client submitted this review online.
BACKGROUND
Please describe your company and position.
I am the Sales of Fraser Steel
Describe what your company does in a single sentence.
Precision fabrication of tubular products
OPPORTUNITY / CHALLENGE
What specific goals or objectives did you hire Oktana to accomplish?
install CRM
SOLUTION
How did you find Oktana?
Online Search
Referral
Why did you select Oktana over others?
Referred to me
How many teammates from Oktana were assigned to this project?
2-5 Employees
Describe the scope of work in detail. Please include a summary of key deliverables.
Install CRM and connect to website for lead generation
RESULTS & FEEDBACK
What were the measurable outcomes from the project that demonstrate progress or success?
Capture leads via website and push to CRM and a complete CRM platform
Describe their project management. Did they deliver items on time? How did they respond to your needs?
Set a schedule and maintained it with clear communication and fast action to any issues that popped up
What was your primary form of communication with Oktana?
Virtual Meeting
Email or Messaging App
What did you find most impressive or unique about this company?
Oktana's customer service was very good.
Are there any areas for improvement or something Oktana could have done differently?
improve internet connections, sometimes we seen a slow or weak connection to staffers
RATINGS
5.0
Quality
5.0
Service & Deliverables
Schedule
5.0
On time / deadlines
Cost
5.0
Value / within estimates
Willing to Refer
5.0
NPS
Bakend Platform & API Dev for Market Intelligence Company
API DevelopmentApplication TestingCustom Software Development
Confidential
Mar. 2023 - July 2024
5.0
Quality
5.0
Schedule
5.0
Cost
5.0
Willing to Refer
5.0
"Oktana Corporation's expertise to integrate advanced technologies and provide detailed documentation set them apart."
Aug 15, 2024
Business Director Consultant, Market Intelligence Company
Anonymous
Verified
Information technology
Needham, Massachusetts
1,001-5,000 Employees
Online Review
Verified
Oktana Corporation developed a market intelligence platform's backend for a market intelligence company. The team created RESTful APIs to enable communication between the client's front- and backend systems.
Oktana Corporation built a system that managed up to 1,000 data processing tasks per minute, and the API's average response times were under one second. The team delivered complex solutions on time and offered proactive communication and flexibility to address the client's evolving needs.
The client submitted this review online.
BACKGROUND
Please describe your company and position.
I am the Business Director Consultant of a market intelligence company.
Describe what your company does in a single sentence.
Company that provides market intelligence to help tech businesses make data-driven decisions.
OPPORTUNITY / CHALLENGE
What specific goals or objectives did you hire Oktana Corporation to accomplish?
We hired Oktana to develop a scalable and secure backend for our platform, which provides market intelligence to help tech businesses make data-driven decisions. Our primary objective was to ensure that the backend could efficiently handle a high volume of data processing while maintaining data integrity and security.
Additionally, we needed Oktana to create and document comprehensive RESTful APIs that would enable seamless communication between our frontend and backend systems. These APIs were crucial for managing data analysis, reporting, and user information.
SOLUTION
How did you find Oktana Corporation?
Referral
Why did you select Oktana Corporation over others?
Close to my geographic location
Company values aligned
How many teammates from Oktana Corporation were assigned to this project?
6-10 Employees
Describe the scope of work in detail. Please include a summary of key deliverables.
Key deliverables:
Scalable and Secure Backend Infrastructure: A fully developed backend system capable of managing large volumes of data processing with strong security features.
RESTful APIs: Well-documented APIs for data retrieval, report generation, and user management, optimized for efficiency and seamless integration.
Security Measures: Implemented security protocols to protect sensitive data and ensure secure transactions.
Testing Reports: Comprehensive reports detailing testing results, including performance evaluations and security assessments.
Deployment and Support: Successful deployment of the backend and APIs, with ongoing support and maintenance provided.
Documentation: Detailed API and backend documentation, offering clear guidelines for integration, usage, and future development.
Backend Development:
Objective: Build a robust backend infrastructure using Java and a custom lightweight framework.
Tasks: Design and implement a scalable architecture to handle high transaction volumes. Develop core user authentication, loan application processing, and data management functionalities. Ensure data integrity and security measures are in place.
API Development and Integration:
Objective: Create and document RESTful APIs for integration with the front end.
Tasks: Develop APIs for device listings, loan calculations, and user management. Ensure APIs are designed for efficiency and can handle varying load conditions. Document the APIs comprehensively to facilitate easy integration.
Security Implementation:
Objective: Secure the backend and APIs to protect sensitive data and ensure safe transactions.
Tasks: Implement industry-standard security practices, including encryption and secure authentication. Conduct security testing to identify and address vulnerabilities.
Testing and Quality Assurance:
Objective: Ensure the backend and APIs function correctly and meet performance standards.
Tasks: Perform unit, integration, and performance testing on the backend infrastructure and APIs. Validate the system’s ability to handle high transaction volumes and varying load conditions.
Deployment and Support:
Objective: Deploy the backend and APIs in the production environment and provide ongoing support.
Tasks: Manage the deployment process, ensuring a smooth transition to production. Provide post-deployment support for integration issues and system maintenance.
Documentation:
Objective: Create detailed documentation for the APIs and backend infrastructure.
Tasks: Develop API documentation, including usage guidelines and integration instructions. Provide documentation for backend processes and system architecture.
RESULTS & FEEDBACK
What were the measurable outcomes from the project that demonstrate progress or success?
System Performance:
Data Processing Capacity: Managed up to 1,000 data processing tasks per minute.
API Response Times: Average response times were under 1 second.
Security and Compliance:
Security Incidents: No major security incidents reported in the first three months.
Compliance: Met 100% of industry standards and regulations.
User Experience:
User Feedback: Received an average rating of 4.9/5.
Reduced Error Rates: Cut user-reported errors by 80%.
API Integration:
Integration Success Rate: 90% success rate with minor issues resolved.
Documentation Quality:
Rated 4.0/5 for clarity.
Deployment and Stability:
Successful Deployment: 95% successful deployments with minor issues.
System Uptime: Maintained 99.5% uptime.
Testing Results:
Test Coverage: 85% coverage of critical functionalities.
Test Pass Rates: 90% pass rate.
Documentation:
Completeness and Accuracy: 100% completeness rate.
Describe their project management. Did they deliver items on time? How did they respond to your needs?
Oktana managed the project efficiently, delivering major milestones on time. They adhered to the agreed schedule and communicated any delays proactively. Their team was highly responsive to our needs, addressing concerns and making adjustments promptly. Regular updates kept the project on track, ensuring it met our requirements effectively.
What was your primary form of communication with Oktana Corporation?
Virtual Meeting
Email or Messaging App
What did you find most impressive or unique about this company?
Their ability to deliver complex solutions on time while maintaining high quality. Their proactive communication and flexibility in addressing our evolving needs were standout qualities. Additionally, Oktana Corporation's expertise to integrate advanced technologies and provide detailed documentation set them apart from other companies.
Are there any areas for improvement or something Oktana Corporation could have done differently?
N/A
RATINGS
5.0
Quality
5.0
Service & Deliverables
Schedule
5.0
On time / deadlines
Cost
5.0
Value / within estimates
Willing to Refer
5.0
NPS
"I highly recommend Oktana. Their expertise, timely delivery, and responsive support were exceptional.
Systems Mgmt & Data Enrichment for Authentication Co
Application Management & SupportLow/No Code DevelopmentWeb Development
Confidential
Jan. - Sep. 2024
5.0
Quality
4.5
Schedule
4.5
Cost
4.5
Willing to Refer
5.0
"The team has a large skill set, and they leverage each other for customer success and to grow their employees."
Oct 8, 2024
Revenue Operations Manager, Authentication Co
Heather Landaker
Verified
Other industries
New York City, New York
51-200 Employees
Online Review
Verified
Oktana Corporation worked on an authentication company's systems. The team handled data enrichment, ticketing systems support, financial system integration and migration, and Hubspot implementation.
Oktana Corporation successfully implemented a company-wide ticketing system and a CRM with a bidirectional financial system sync and cleansed CRM records. The team delivered on time, kept forthcoming communication, and possessed a large skill set. Ultimately, their performance satisfied the client.
The client submitted this review online.
BACKGROUND
Please describe your company and position.
I am the Revenue Operations Manager of a software company
Describe what your company does in a single sentence.
Provides authentication of items using software and ML
OPPORTUNITY / CHALLENGE
What specific goals or objectives did you hire Oktana Corporation to accomplish?
Data quality improvements
Reporting visibility
Enable sales
SOLUTION
How did you find Oktana Corporation?
Referral
Why did you select Oktana Corporation over others?
I have worked with them before
How many teammates from Oktana Corporation were assigned to this project?
1 Employee
Describe the scope of work in detail. Please include a summary of key deliverables.
Data enrichments and hygeine to enable total addressable market analysis, territory building and quarterly sales and revenue planning. Support ticketing system to enable billing and customer support to manage workload and categorization. Online order form build out including financial and product systems integrations. Hubspot and Chargebee implementation. Legacy systems data migration.
RESULTS & FEEDBACK
What were the measurable outcomes from the project that demonstrate progress or success?
Company wide Ticketing system for Billing and Customer support
CRM implemenation with bidirectional financial systems sync
Manual and automated data cleansing of tens of thousands of CRM records
Implemented exstensive middleware solution for business custom needs
Describe their project management. Did they deliver items on time? How did they respond to your needs?
Yes. Timelines were always discussed as a team. When deliverables were taking longer then expected there was always forthcoming communication so expectations could be set properly.
What was your primary form of communication with Oktana Corporation?
Virtual Meeting
Email or Messaging App
What did you find most impressive or unique about this company?
The team has a large skill set, and they leverage each other for customer success and to grow their employees.
Are there any areas for improvement or something Oktana Corporation could have done differently?
No
RATINGS
5.0
Quality
4.5
Service & Deliverables
Schedule
4.5
On time / deadlines
Cost
4.5
Value / within estimates
Willing to Refer
5.0
NPS
Showing 1-3 of
3 Reviews
Clutch verification provides an additional layer of data to help you make the right purchasing decision of business services.
*Clutch performed additional verification on this company and confirmed that there are no negative legal filings or large outstanding debts. This company has also received 3 or more verified reviews on our platform.
If you’re not seeing exactly what you need here, send this company a custom message.
You can talk about your project needs, price, and timeline to get started on your project.
Get connected to see updates from Oktana like new case studies, latest reviews, their latest masterpieces in their portfolio, delivered straight to you.
