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Top CRM Consultants in the United States

From the Bay Area’s Salesforce talent pool to Boston’s RevOps leaders and Austin’s fast-scaling SaaS scene, the United States is a global hub for customer relationship management experts. The right partner can align sales, marketing, and service, deliver clean data pipelines, and automate customer journeys that drive revenue.

Clutch makes it easier to choose confidently: every firm in our directory is verified, with in-depth client reviews, service focus, and portfolio details. Use filters to narrow by budget, platform (Salesforce, Microsoft Dynamics 365, HubSpot, Zoho, and more), industry, location, and hourly rate. Start with our curated lists and compare CRM implementation services, CRM strategy consulting, and CRM system integration options that fit your roadmap. Explore top firms globally or refine to the U.S. market here:

• Top CRM Consulting Companies

• CRM Consulting Companies in San Francisco

• CRM Consulting Companies in New York

• CRM Consulting Companies in Dallas

• U.S. CRM Consulting Companies for Business Services

Ratings Updated: May 15, 2026

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Featured

What are Featured Providers?
Set2Close

5.0 96 reviews
Premier Verified

$5,000+

$200 - $300 / hr

10 - 49

Serves United States

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 Exceptional performance
Clients have consistently praised Set 2 Close for their exceptional performance, highlighting their dedication and expertise. One client noted the 'extraordinary experience' provided during HubSpot onboarding, emphasizing the team's supportive attitude and extensive technical knowledge. Another client commended their recruitment process, stating that the team 'goes out of their way to overdeliver' and effortlessly managed the hiring of a sales talent. Overall, feedback reflects a strong sentiment of satisfaction and a desire for ongoing collaboration.

Commercialization & Social Media Strategy for Tech Startup

5.0 Sep 23, 2022

Set 2 Close empowers, enables, and breeds successful outcomes. They are able to leverage efficiency tools and tricks without losing the human connection and empathy that is so frequently overlooked in our automated world. As a company looking to improve the emotional and physical happiness of customers, Set2Close sets a high standard of performance and outcomes.
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Salesperson Recruitment for Advertising Services Company

5.0 Sep 1, 2022

These guys are beyond amazing. They go out of their way to overdeliver. When we were working with Jordon he didn't settle for anything less than A-talent when we were on the look for our first sales hire. His team did a fantastic job setting up our flows on Hubspot and detailing out what we need to prepare as cadences and onboarding materials for when our first sales comes in.
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CRM Consulting & SI for Software Co

5.0 Jan 20, 2025

The Set 2 Close team is something of a unicorn amongst HubSpot Partners. They provide a free service called "Set 2 Start" that lets you basically skip the standard $2-5k setup costs when getting started with HubSpot. This makes getting started with HubSpot much more accessible to small businesses like ours. As part of this process, they have a series of meetings and give you access to tools that all guide you through the process of getting started. HubSpot can be a daunting system due to its feature richness and having such finely tuned settings that can be applied to almost anything you are doing. Even for a technically savvy individual, it is a laborious task to get your bearings and move through the steps. Set 2 Close made this process infinitely easier and served as a guiding point to avoid getting lost in the process.
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HubSpot CRM Consulting & SI for BBQ Restaurant

5.0 Nov 13, 2025

The support provided was exceptional and surpassed previous experiences. Jeremy was incredibly patient and generous with their time, never making me feel rushed or limited. Overall, working with this team and using the set2close platform has been incredibly valuable!
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72 of 77 CRM Consulting and SI reviews are 5 stars

25 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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Industry Experience

Set2Close has demonstrated expertise across various industries, including non-profit, retail, real estate, and information technology, with an overall positive sentiment in feedback. In non-profit, they excelled in HubSpot onboarding, enabling effective donor management. Retail clients praised their personalized training, enhancing sales processes. Real estate companies benefited from tailored CRM setups. The IT sector valued Set2Close for their strategic approach to workflow optimization. Overall, they are highly recommended for companies in non-profit, retail, and IT sectors, seeking effective CRM implementation and sales support.
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Media Restaurants Wellness & Fitness Consulting Insurance Consumer Products Retail Non-profit Arts, entertainment & music Education Agriculture Business services Financial services Construction Transportation Software IT Services Other Industry Healthcare Human Resources Medical Supply Chain, Logistics, and Transport Manufacturing Information technology Advertising & marketing Real estate Other industries

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More responsive than most other service providers

Set2Close is responsive
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Peeklogic, LLC

5.0 97 reviews
Premier Verified

$1,000+

$25 - $49 / hr

50 - 249

Serves United States

Services provided

85% CRM Consulting and SI

14% Low/No Code Development

1% Custom Software Development

Peeklogic, LLC is a CRM Consulting and SI firm specializing in Salesforce implementation, integration, and customization. Across reviews, 100% of feedback is positive, highlighting their responsiveness, strong project management, and expertise in CRM systems integration. Many clients (over 70%) emphasize Peeklogic's ability to deliver solutions efficiently and their alignment with client values and operational needs.

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Reviews mention Personable
The feedback regarding Peeklogic, LLC highlights their personable approach, with clients consistently noting the team's friendly and approachable demeanor. One client remarked on the CEO's wonderful character and the ease of collaboration with developers. Another emphasized the team's responsiveness and ability to create a pleasant working atmosphere. Overall, the sentiment is overwhelmingly positive, reinforcing Peeklogic's reputation as a personable and client-focused partner.

Jira & Salesforce Integration for Online Banking Software

5.0 Apr 11, 2024

The willingness to partner with us to make our customers happy and our internal stakeholders even though it was out of the original scope. Meeting with us in person whenever we requested it to assist in configurations.
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Customer Pipeline Dashboard Development for Technology Firm

5.0 Feb 21, 2024

Yulia and Anastasiia were amazingly responsive. We communicated by Teams Chat, and they made themselves available flexibly even given the time difference between Ukraine and Chicago; it felt like they were local. The Peeklogic, LLC team is super responsive, extremely personable, and very talented.
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Data Migration & Custom Software Dev for Consulting Company

5.0 Jan 27, 2025

What stood out most about this company was their ability to combine deep technical expertise with a highly personalized and client-focused approach. They consistently went above and beyond to understand our unique needs, offering tailored solutions that not only addressed immediate challenges but also supported long-term growth. Their commitment to delivering high-quality results, paired with their proactive communication and adaptability, set them apart as a truly exceptional partner.
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Salesforce Support for Financial Broker

5.0 Oct 29, 2025

The CEO is a wonderful person, and everyone you meet on the dev side is very personable and easy to work with.
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17 of 18 reviews are 5 stars

13 new reviews for CRM Consulting and SI services

$10,000 – $49,000 avg. project cost

Reviewed 18 times in the past 6 months
Recent client feedback for Peeklogic, LLC highlights a consistent pattern of excellence in project management and responsiveness. Clients noted significant improvements in operational efficiency, with one stating they saved 10-15 hours of work weekly. Another praised the seamless integration of Salesforce, emphasizing their strong communication and adaptability. Overall, sentiment is overwhelmingly positive, with clients expressing satisfaction and recommending Peeklogic for their expertise and reliable delivery of services.
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41 of 45 CRM Consulting and SI reviews are 5 stars

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

Less than $10,000 avg. project cost

CRM Consulting and SI PROJECT HIGHLIGHT

Custom CRM System Design for Monitoring Company
5.0 — Peeklogic, LLC has designed a custom CRM system for a monitoring company. Read more
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Industry Experience

Peeklogic, LLC has demonstrated expertise across various industries, including Manufacturing, Medical, Hospitality, Information Technology, Financial Services, and Legal. Feedback highlights their strengths in Salesforce integration, customization, and project management. Clients commend their responsiveness and ability to adapt solutions to specific needs, leading to improved operational efficiency and streamlined workflows. Overall sentiment is positive, especially in Financial Services and Medical sectors, making them a strong choice for organizations seeking robust Salesforce solutions.
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Telecommunications IT Services Advertising & marketing Real estate Software Consumer products & services Education Chemicals & Biotechnology Transportation Arts, entertainment & music Retail Nonprofit Consumer Products Automotive Business services Manufacturing Other industries Non-profit Consulting Healthcare Financial services Legal Construction Information technology Hospitality & leisure Medical

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CloudMasonry

5.0 15 reviews
Premier Verified

$5,000+

$200 - $300 / hr

50 - 249

Serves United States

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 Easy to work with
The feedback regarding CloudMasonry consistently highlights their ease of collaboration and approachability. Clients noted that the team was responsive and proactive, with one stating they were 'excellent to work with' and 'always available.' Another reviewer emphasized their agility and willingness to accommodate changing requirements, describing them as 'patient' and 'easy to work with.' Overall, the sentiment is overwhelmingly positive, with multiple clients expressing satisfaction with the communication and support provided throughout their projects.

Salesforce Implementation for Nonprofit Organization

5.0 Dec 13, 2022

The team at CloudMasonry was excellent to work with. Emails were answered promptly and they followed through on all tasks. The ability of the staff to take the vision I had for our program and execute it was impressive. Additionally, as a non-IT person, the CloudMasonry team was able to explain to me everything in ways in which I understood.
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Multi-Line Processing for IT Company

5.0 Oct 22, 2021

It has been an absolute pleasure working with the Cloud Masonry team as they are easy to work with, approachable, patient with us when we've had to regroup and they've been very accommodating and quick to pivot when changes are requested of them. They quickly provided estimates and new plans for next steps and resources needed to move forward.
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Salesforce Web Development for Financial Institution

4.5 Aug 25, 2021

It was their working style. The collaboration between our developers was great, and communication was clear. Overall, they were very easy to work with.
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B2B Analytics Deployment for Consumer Electronics Firm

5.0 Aug 4, 2020

We never ran into a bottleneck, they worked around my schedule, they communicated frequently, and I never had to chase them down. I never waited more than a few hours for a response, and I felt they understood my challenge and made me feel at ease with them taking over.
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Custom Salesforce Build Out for Legal Cannabis Marketplace

5.0 Feb 27, 2020

They’re relatively small, so you get a lot of attention. You work with their top level people who are really good. Any time we had a question they jumped on a videoconference and explained themselves. They made the whole process look easy.
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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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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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United States (13) France (1) England (1)

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Ayvant IT Services

5.0 1 review

$1,000+

$50 - $99 / hr

2 - 9

Irvine, CA

Services provided

20% CRM Consulting and SI

20% Cybersecurity

20% IT Managed Services +2 services

20% IT Staff Augmentation

20% IT Strategy Consulting

Ayvant IT Services is an IT consulting company specializing in software implementation and data migration. The reviews highlight their efficiency and problem-solving capabilities, with 100% of feedback being positive. Clients commend Sean for his seamless workflow and impressive ability to transform challenges into successful outcomes, providing substantial stress relief for business owners.

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Industry Experience

Ayvant IT Services has demonstrated expertise primarily in the healthcare industry, with clients praising their ability to effectively implement new software solutions and manage data migration. Feedback highlights their strengths in problem-solving, seamless communication, and the ability to alleviate client stress through reliable support. Overall sentiment is highly positive, indicating that Ayvant IT Services is a strong fit for businesses seeking IT solutions within the healthcare sector.
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Healthcare

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Average Project Cost Breakdown

What Clients Have Said
Clients have expressed a positive sentiment regarding Ayvant IT Services' cost and value for money. One client noted that the full implementation of new software was completed successfully and attributed this success to the effective collaboration with the team, emphasizing that the service alleviated stress for their small business. The overall feedback indicates that clients find Ayvant's services to be both efficient and reasonably priced, with no significant areas for improvement identified.
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Sales Intellify

4.7 3 reviews

$1,000+

$25 - $49 / hr

10 - 49

Chicago, IL

Services provided

10% CRM Consulting and SI

20% Email Marketing

20% Pay Per Click +3 services

20% Search Engine Optimization

15% Market Research

15% Social Media Marketing

Sales Intellify is a CRM Consultancy specializing in CRM Implementation, CRM Integration, and marketing services, including website creation and campaign execution. Reviews highlight their effective project management and timely delivery, with 100% positive feedback on their ability to facilitate cross-border collaborations and leverage marketing tools effectively.

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0 of 1 CRM Consulting and SI reviews are 5 stars

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

Unknown avg. project cost

CRM Consulting and SI PROJECT HIGHLIGHT

Marketing Strategy for Real Estate Lending Firm
4.5 — Sales Intellify assisted a real estate lending firm with developing a marketing strategy. They assisted with website design, LinkedIn posts and outreach, CRM implementation, and mail merge Read more
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Industry Experience

Sales Intellify has garnered positive feedback across the real estate and information technology industries. Clients praised their expertise in CRM implementation, website development, and marketing strategy execution, leading to improved client engagement and increased bookings. Their strengths include effective project management, timely deliveries, and strong communication skills. Overall sentiment reflects satisfaction, suggesting they are a strong fit for companies in real estate and SaaS sectors seeking marketing and operational support.
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Information technology Real estate

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Average Project Cost Breakdown

What Clients Have Said
Clients have consistently praised Sales Intellify for their cost-effectiveness and value for money. One client noted that their pricing fit within budget and offered good value, while another highlighted spending less than $10,000 for comprehensive services including CRM setup and marketing campaigns. Overall, the sentiment reflects satisfaction with the affordability and the quality of service provided, with clients appreciating timely delivery and effective project management.
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Switzerland (1) United States (1)

This provider is fluent in 1 language:

English

This provider is available in 4 time zones:

Central European Time (CET)

Central Standard Time (CST)

Eastern Standard Time (EST)

Pacific Standard Time (PST)

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Featured

What are Featured Providers?
Computan

4.8 45 reviews
Verified

$1,000+

$25 - $49 / hr

50 - 249

Serves United States

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 Innovative
Clients consistently highlight Computan's innovative approach to content creation and marketing strategies. One client noted their efforts to cultivate a unique visual identity, moving away from traditional methods. The team's commitment to continuous education and market analysis was praised, ensuring they remain at the forefront of design trends. Overall, the sentiment reflects a strong appreciation for Computan's creative insights and ability to adapt to client needs, establishing them as a trustworthy and innovative partner.

Marketing Collateral for Data Center Provider

5.0 Sep 14, 2018

They have continuous education training twice a year to stay in front of the constant changes in the digital marketing world. This training ensures that they understand the new trends in design, layout, and landing pages, and know what will quickly catch the audience’s attention. They're always looking for new ways to help their clients, whether it's through continuous education, market analysis, or strategic partnerships with companies that will benefit the customer.
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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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Cloud Consulting Inc.

5.0 3 reviews

$50,000+

$100 - $149 / hr

250 - 999

Norcross, GA

Services provided

10% CRM Consulting and SI

15% IT Staff Augmentation

10% AR/VR Development +9 services

10% Application Management & Support

10% Cloud Consulting & SI

10% Enterprise App Modernization

10% IT Managed Services

10% Other IT Consulting and SI

5% Application Testing

5% IT Strategy Consulting

4% Low/No Code Development

1% Other Application Development

Cloud Consultings Inc. specializes in CRM Consultancy, CRM Implementation, and CRM Integration services, as demonstrated in their successful Salesforce optimization and Marketing Cloud integration projects. Clients consistently praise their excellent communication, cost-effective solutions, and timely project delivery, highlighting the company's ability to significantly boost sales and client engagement.

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Industry Experience

Cloud Consulting Inc. has received positive feedback across various industries, notably in property inspection services. Clients commend their expertise in Salesforce application assessment, security analysis, and ongoing support, highlighting their professionalism, responsiveness, and alignment with client values. Overall, the sentiment is highly favorable, indicating that businesses seeking reliable technical support and enhancements, particularly in application maintenance and security, would find Cloud Consulting Inc. to be a suitable partner.
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Other industries

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Average Project Cost Breakdown

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

What Clients Have Said
Clients generally perceive Cloud Consulting Inc. as offering good value for money, with one client noting that their pricing fit the budget while aligning with company values. The Vice President of Hancock Claims Consultants emphasized the company's responsiveness and quality of service, stating that they received timely deliverables and effective support. Overall, the sentiment reflects satisfaction with the cost-effectiveness of the services provided.
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The Penguin Group

5.0 1 review

$5,000+

$200 - $300 / hr

10 - 49

Montebello, NY

Services provided

10% CRM Consulting and SI

30% Recruiting

20% Business Consulting +3 services

20% Corporate Training & Coaching

10% Financial Consulting

10% Low/No Code Development

The Penguin Group is a CRM Consultancy firm specializing in CRM Implementation and CRM Systems Integration. They are praised for their ability to tailor CRM solutions to specific business needs, with 100% of reviewers appreciating their customized approach and efficient project management. The company is noted for delivering on time and enhancing overall business operations.

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1 of 1 CRM Consulting and SI reviews are 5 stars

Less than $10,000 avg. project cost

CRM Consulting and SI PROJECT HIGHLIGHT

Business Consulting for Branding & Marketing Company
5.0 — The Penguin Group provides business consulting support for a branding and marketing company. They've come up with clear objectives for each employee and set up their system and company in one Read more
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Industry Experience

The Penguin Group has demonstrated strong expertise in the Advertising & Marketing industry, receiving positive feedback for their ability to streamline operations and improve overall efficiency. Clients have highlighted their effective project management, timely delivery, and tailored solutions that adapt to individual needs. This indicates a solid fit for businesses seeking growth and operational optimization within the marketing sector.
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Advertising & marketing

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Average Project Cost Breakdown

What Clients Have Said
Clients generally perceive The Penguin Group as offering good value for money, noting their ability to deliver significant results without the high costs typically associated with custom software solutions. One client highlighted the impressive balance of quality and affordability, stating, "I felt as if I got a piece of custom software without the heavy price tag." Overall, the sentiment reflects satisfaction with the cost-effectiveness and value provided by the company.
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Trifecta!

5.0 5 reviews

$5,000+

$100 - $149 / hr

2 - 9

Lexington, KY

Services provided

10% CRM Consulting and SI

40% Web Design

20% Branding +2 services

20% Search Engine Optimization

10% Pay Per Click

Trifecta! is a web development and design company known for its expertise in website creation, branding, and marketing solutions. Reviews highlight their exceptional attention to detail, timely delivery, and effective communication, with 100% of clients expressing satisfaction and recommending their services. Clients appreciate Trifecta!'s ability to align projects with brand identity and their proactive problem-solving approach.

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Industry Experience

Trifecta! has garnered positive feedback across various industries, including Software, Advertising & Marketing, IT Services, and Real Estate. Clients commend their expertise in web design, development, and branding, highlighting their attention to detail, prompt communication, and efficient project management. The overall sentiment is overwhelmingly positive, with notable success in enhancing website aesthetics and functionality, leading to improved user engagement and brand visibility. Potential clients in these sectors can expect high-quality service and impactful results.
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Advertising & marketing Software IT Services Real estate

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Average Project Cost Breakdown

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

What Clients Have Said
Clients consistently highlight Trifecta!'s competitive pricing and excellent value for money. One client noted, "Pricing fit our budget" and emphasized a "good value for cost," while another remarked on their "quick, responsive and efficient" service, reinforcing the sentiment of affordability without compromising quality. Overall, feedback indicates that clients feel they receive exceptional service and quality outcomes relative to the costs incurred, making Trifecta! a recommended partner for various projects.
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Lexington, Kentucky (2) Charlotte, North Carolina (1) Flower Mound, Texas (1)

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The Email Marketers

5.0 4 reviews

$1,000+

$150 - $199 / hr

10 - 49

Los Angeles, CA

Services provided

10% CRM Consulting and SI

90% Email Marketing

The Email Marketers is an email marketing agency recognized for its strategic and creative expertise in enhancing brand engagement through compelling email campaigns. Reviews highlight a high level of satisfaction, with clients noting a consistent increase in revenue and brand alignment. Approximately 100% of reviewers emphasize their exceptional creativity and dedication to client needs.

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Reviews mention Accessible
Clients have consistently praised The Email Marketers for their accessibility and responsiveness. One client noted that the team feels like an integral part of their organization, emphasizing their availability via Slack and regular performance updates. The owner’s direct involvement has also been highlighted as a significant factor in fostering communication. Overall, the sentiment surrounding accessibility is overwhelmingly positive, with clients appreciating the team's dedication and commitment to understanding their business needs.

Email Marketing for Ethical Fashion Company

5.0 Nov 17, 2021

The team is incredibly responsive and available, and it honestly feels like they’re a part of our team. We can message them on Slack at any time of day. They also provide weekly performance updates and constantly let us know what they’re working on.
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Industry Experience

The Email Marketers have demonstrated strong expertise in the Consumer Products and Food & Beverages industries, receiving positive feedback for their strategic and creative email marketing capabilities. Clients noted significant revenue increases and enhanced customer engagement through tailored email flows and compelling designs. The overall sentiment is highly favorable, with clients appreciating their dedication, responsiveness, and ability to integrate with team objectives. Businesses in these sectors seeking impactful email marketing solutions would find them to be a suitable partner.
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Consumer Products Food & Beverages

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Average Project Cost Breakdown

$10,000 to $49,000 (3)

What Clients Have Said
Clients have consistently praised The Email Marketers for their cost-effectiveness and value for money. One client highlighted that they executed branding and email flows at a 'reasonable price,' leading to a significant ROI. Another noted a $25,000 investment resulted in a 70%–75% revenue increase from email campaigns, exceeding expectations. Overall, feedback indicates a strong sentiment of satisfaction regarding the pricing relative to the quality and results delivered.
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The Brand Auditors LLC

5.0 1 review

$5,000+

$150 - $199 / hr

2 - 9

Murrells Inlet, SC

Services provided

10% CRM Consulting and SI

20% Digital Strategy

20% Marketing Strategy +4 services

15% Business Consulting

15% Conversion Optimization

10% Market Research

10% UX/UI Design

The Brand Auditors LLC is a branding agency known for its expertise in developing strong brand identities and positioning clients as market leaders. The reviews highlight their professionalism and eagerness to achieve project goals, with 100% positive feedback regarding their ability to create distinctive brand voices in competitive markets. Clients were particularly impressed with their prompt communication and dedication to client satisfaction.

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Industry Experience

The Brand Auditors LLC has received positive feedback primarily within the Advertising & Marketing sector. Clients commend their professionalism, promptness, and innovative branding strategies, which have successfully positioned brands as leaders in competitive markets. Their strength lies in effectively understanding client needs and delivering impactful branding solutions. Overall sentiment is highly favorable, indicating that potential clients in the Advertising & Marketing industry would benefit from their expertise and collaborative approach.
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Advertising & marketing

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Average Project Cost Breakdown

Less than $10,000 (1)

What Clients Have Said
Clients consistently commend The Brand Auditors LLC for their excellent value for money, highlighting their professionalism and dedication to achieving project goals. One reviewer noted their effective branding solutions and responsiveness, stating, 'Their eagerness to get things done and professionalism were impressive.' Overall, clients feel that the investment in their services leads to strong branding outcomes, justifying the costs involved.
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Monsoon

5.0 1 review

$1,000+

$100 - $149 / hr

2 - 9

Lubbock, TX

Services provided

10% CRM Consulting and SI

30% Web Design

15% Graphic Design +3 services

15% Logo

15% Search Engine Optimization

15% Social Media Marketing

Monsoon is a branding and web development company that excels in creating custom websites, logos, and optimizing SEO for clients. Reviews highlight their strong project management skills and the ability to align with client values, with 100% positive feedback on their responsiveness and strategic branding approach. Clients appreciate their comprehensive branding exercises and time invested in understanding project needs.

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1 of 1 reviews is 5 stars

Unknown avg. project cost

Reviewed 1 time in the past 6 months
Recent reviews for Monsoon highlight exceptional client satisfaction, particularly regarding their branding and website development services. Clients praised their thorough approach, noting Monsoon's ability to articulate project vision effectively. One client emphasized the timely delivery of all project milestones and the team's responsiveness to inquiries. Overall, the sentiment is overwhelmingly positive, with no significant areas for improvement noted, reflecting Monsoon's commitment to quality and client alignment.
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Industry Experience

Monsoon has effectively served the non-profit sector, delivering branding and website solutions that enhance community engagement and trust. Clients appreciate their strong project management, timely communication, and ability to align with organizational values. The positive feedback reflects their expertise in creating impactful branding that resonates with stakeholders. Overall, non-profit organizations seeking to establish a solid digital presence and improve community outreach would benefit from Monsoon's strengths in design and strategic development.
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Average Project Cost Breakdown

What Clients Have Said
Clients have expressed strong satisfaction with Monsoon's cost-effectiveness and overall value for money. One client noted that Monsoon's team worked quickly and met all deliverables, indicating efficient use of resources. The comprehensive branding exercise before design was particularly highlighted as a valuable investment, enhancing alignment with the client's vision. Overall, the sentiment reflects that Monsoon provides quality services that justify their pricing, with no significant areas for improvement mentioned.
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Svit Solutions, Inc

4.8 2 reviews

$5,000+

$25 - $49 / hr

10 - 49

Alpharetta, GA

Services provided

15% CRM Consulting and SI

35% IT Staff Augmentation

20% Custom Software Development +3 services

15% Web Design

10% AI Development

5% IoT Development

Svit Solutions, Inc is a web development company known for its expertise in website redesign and development, particularly using WordPress. The company has received consistently positive feedback, with 100% of reviewers praising their communication, flexibility, and professionalism. Notably, 50% of reviewers highlighted the alignment of company values and budget-friendly pricing as key factors in their selection process.

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Industry Experience

Svit Solutions, Inc has demonstrated expertise in both the non-profit and consulting sectors, delivering tailored web solutions that enhance user experience and online presence. Clients have praised their timely project management, strong communication, and ability to align with company values. In the non-profit industry, they successfully redesigned a church website, while in consulting, they developed a highly functional site for a Ukrainian community. Overall, the sentiment across both industries highlights Svit Solutions as a reliable partner for impactful digital projects.
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Non-profit Consulting

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Average Project Cost Breakdown

Less than $10,000 (2)

What Clients Have Said
Svit Solutions, Inc has received positive feedback regarding their pricing and value for money. Clients noted that the company's pricing fit their budgets while providing excellent service. One client specifically highlighted the 'great culture fit' and 'good value for cost,' while another emphasized the company's willingness to take on smaller projects. Overall, the sentiment reflects satisfaction with the affordability and quality of the services provided.
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Fulcrum Collaborations

5.0 1 review

$10,000+

$150 - $199 / hr

2 - 9

Richmond, VA

Services provided

13% CRM Consulting and SI

45% Custom Software Development

42% Mobile App Development

Fulcrum Collaborations is a company specializing in developing real-time data solutions and platforms using Salesforce, particularly for critical data centers and facility management. Review feedback highlights their professionalism, with 100% of reviewers noting their ease of collaboration, budget adherence, and innovative approach. Additionally, 50% of reviewers emphasize their personal interest in client needs beyond mere sales objectives.

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Industry Experience

Fulcrum Collaborations has received positive feedback primarily from the real estate industry, particularly in the realm of property and facilities management. Clients commend their expertise in providing user-friendly data solutions and real-time reporting, emphasizing their ability to enhance operational efficiency. Overall sentiment reflects that Fulcrum's strengths lie in their professional approach, understanding of client needs, and effective project execution, making them a strong fit for clients in real estate and facilities management sectors.
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Real estate

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Average Project Cost Breakdown

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

What Clients Have Said
Clients have expressed a positive sentiment regarding Fulcrum Collaborations' cost-effectiveness, noting that they delivered projects on budget while providing significant value. One client highlighted that the pricing was favorable, contributing to their choice of Fulcrum over competitors. Additionally, feedback emphasized the company's ability to meet project goals and maintain a strong relationship with clients, showcasing their commitment to understanding client needs without solely focusing on sales.
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EKI Digital

4.8 3 reviews

Undisclosed

Undisclosed

10 - 49

Chicago, IL

Services provided

10% CRM Consulting and SI

20% Application Management & Support

20% IT Managed Services +3 services

20% IT Strategy Consulting

20% Logistics & Supply Chain Consulting

10% Cloud Consulting & SI

EKI Digital is a technology consulting firm specializing in custom software development and web solutions, with a focus on modernizing applications and developing websites for government entities. Reviews highlight their consistent delivery on time and within budget, with 100% of clients appreciating their responsiveness and problem-solving capabilities. They are commended for their project management skills and ability to handle high-pressure projects efficiently.

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Reviews mention Timely
Overall, clients expressed a highly positive sentiment regarding EKI Digital's timeliness. They consistently delivered projects on or ahead of schedule, with one client noting that a website was built in less than 60 days and another highlighting a five-month turnaround for a critical application. Clients appreciated EKI Digital's responsiveness to requests and their ability to manage projects effectively, often accommodating additional features without delay or additional costs.

Custom Software Dev for Government Agency

4.5 Mar 26, 2021

We had weekly project status meetings, and they used Microsoft Project. We just saw the end results, including the Gantt charts; I didn’t work inside the particular tools they used. The project stayed on track.
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Payment Processing Websites for the City of Chicago

5.0 Mar 23, 2021

We have weekly touchpoints. They always deliver on time and never miss deadlines. We haven’t had in-person meetings lately, because of COVID-19. Instead, we’re using Zoom, Microsoft Teams, phone calls, and email for communication.
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Web Dev for City Department of Finance

5.0 Mar 5, 2021

They delivered a website that was up and running in five months, so I would say it was a great project. The process was iterative because they needed to build it on the fly due to the pandemic — they did a great job under a lot of pressure and created an extremely detailed website. This was a last-minute critical and high-visibility project and they jumped in with both feet and helped us get it done.
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Industry Experience

EKI Digital has received positive feedback primarily from clients in the government sector, showcasing their expertise in developing custom web solutions for utility billing, payment processing, and modernization of applications. Clients highlight their ability to deliver projects on time, responsiveness to requirements, and innovative problem-solving skills. Overall, sentiment is highly favorable, indicating EKI Digital is well-suited for government projects requiring complex web solutions and user-friendly applications.
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Government

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Average Project Cost Breakdown

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

What Clients Have Said
Clients consistently express satisfaction with EKI Digital's cost-effectiveness and value for money. One reviewer noted that 75% of additional feature requests were accommodated without extra charges, highlighting their commitment to budget constraints. Another client emphasized their ability to deliver projects on time and within budget, facilitating significant community benefits, such as $11 million in debt relief. Overall, the sentiment reflects a strong appreciation for the company's pricing strategy and responsiveness to client needs.
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Differenz Force

Not yet reviewed

$1,000+

$25 - $49 / hr

50 - 249

Los Angeles, CA

Services provided

100% CRM Consulting and SI

Launched in 2013, Differenz Force is a CRM consulting and SI company. Their services include CRM consulting and SI.
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245TECH LLC

5.0 3 reviews

$5,000+

$100 - $149 / hr

10 - 49

Knoxville, TN

Services provided

10% CRM Consulting and SI

20% Mobile App Development

20% Web Development +5 services

10% E-Commerce Development

10% Pay Per Click

10% Search Engine Optimization

10% UX/UI Design

10% Web Design

245TECH LLC is a technology solutions company specializing in web and app development. Clients consistently praise their responsiveness and ability to tailor solutions, with 100% positive feedback highlighting these strengths. While one review noted minor initial design misalignment, it was promptly resolved. Overall, 245TECH LLC is recognized for delivering functional, user-friendly digital solutions within agreed timelines.

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Reviews mention Understands their clients' needs
Clients have expressed a strong sentiment that 245TECH LLC comprehensively understands their needs. One client noted, 'Whenever we had meetings... they are very good listeners. They both understood the direction we wanted this to go and made it happen.' This feedback highlights the company's effective communication and ability to translate client ideas into successful solutions, reinforcing their reputation for client-centric service.

Web App Dev for School Fundraising Business

5.0 May 15, 2022

Whenever we had meetings with Jeff and Scott, they are very good listeners. They both understood the direction we wanted this to go and made it happen.
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Industry Experience

245TECH LLC has received positive feedback across various industries, including Restaurants, Education, and K9 Bed Bug Detection. Clients praised their expertise in developing user-friendly applications and websites tailored to specific business needs. In the restaurant sector, they excelled in creating mobile-friendly web pages, while in education, their app for fundraising enhanced sales and user engagement. Overall, 245TECH is recognized for their responsiveness, effective communication, and ability to deliver customized solutions promptly.
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Restaurants Other Industry Education

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Average Project Cost Breakdown

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

What Clients Have Said
Clients consistently highlight 245TECH LLC's affordability and value for money. One client noted that they developed 'logical solutions at an affordable price,' while another emphasized their willingness to meet requirements without significant cost overruns. Overall sentiment reflects satisfaction with the pricing relative to the quality of deliverables, as clients appreciated timely project completion and attentive service, indicating strong value in their investment.
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Sevierville, Tennessee (1) Clinton, Tennessee (1) Lenoir City, Tennessee (1)

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The Email Agency

5.0 1 review

$1,000+

Undisclosed

10 - 49

Tampa, FL

Services provided

10% CRM Consulting and SI

65% Email Marketing

10% Business Consulting +2 services

10% SMS Marketing

5% Ecommerce Marketing

The Email Agency is a digital marketing firm specializing in email marketing and SMS campaign management. Reviews highlight a 100% satisfaction rate with notable improvements in revenue and engagement metrics, praising their insightful strategy and responsive project management. A few suggestions for expanded services were noted, though outside the project’s initial scope.

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Industry Experience

The Email Agency has demonstrated expertise in the healthcare industry, particularly for companies involved in FDA Class II Medical devices and wellness products. Clients have noted significant improvements in revenue and engagement metrics, such as open and click rates. The agency's strengths include effective project management, responsive communication, and valuable insights into copywriting and campaign strategy. Overall, feedback reflects a positive sentiment, suggesting that healthcare organizations seeking to enhance their email marketing strategies would benefit from The Email Agency's services.
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Healthcare

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Average Project Cost Breakdown

What Clients Have Said
Clients commend The Email Agency for providing excellent value for money, with one reviewer highlighting that their pricing fits within budget while delivering substantial results in revenue and engagement metrics. The responsiveness and effective project management further enhance the perceived value, as noted by a client who appreciated the prompt communication and hands-on management. Overall, the sentiment reflects satisfaction with the agency's cost-effectiveness relative to the quality of services rendered.
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Plaidypus, Inc.

4.8 3 reviews

$5,000+

$100 - $149 / hr

2 - 9

Naperville, IL

Services provided

15% CRM Consulting and SI

25% Application Management & Support

25% Custom Software Development +2 services

25% Mobile App Development

10% UX/UI Design

Plaidypus, Inc. is a custom software development company known for delivering detailed and effective solutions across various industries, including education and luxury retail. They consistently receive positive feedback for their strong project management skills, with clients praising their ability to communicate effectively and offer detailed insights before billing. Approximately 67% of reviewers highlight their impressive attention to detail, while 33% mention their adaptability to client-specific needs.

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Reviews mention Efficient
Plaidypus, Inc. has received positive feedback regarding their efficiency, specifically highlighting their ability to double the proposal output for clients through custom software solutions. One client noted that the proposal software significantly enhanced operational efficiency, saving approximately $25,000 in labor costs. The use of Agile methodology and the development of a minimum viable product were also praised for maintaining project focus and streamlining processes. Overall, clients commend Plaidypus for their effective project management and innovative approach.

Multiple Software Dev for Media Company

5.0 Sep 20, 2017

Plaidypus uses Agile methodology, with two-week sprints that help everybody stay on task. On a weekly basis, we would gather requirements by phone and complete punch lists by email. We've used email as a primary communication tool because our customers are not used to technologies like Slack or Trello.
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Industry Experience

Plaidypus, Inc. has demonstrated strong expertise across various industries, including IT Services, Education, and Media. Clients commend their detailed project management and innovative solutions, particularly in custom software development for timekeeping applications, educational tools, and marketing solutions. The overall sentiment is positive, with notable impacts such as improved efficiency and reduced fraud rates. Potential clients in IT, Education, and Media seeking tailored software solutions will find Plaidypus a fitting partner due to their collaborative approach and commitment to client success.
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IT Services Information technology Media

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Average Project Cost Breakdown

$200,000 to $999,999 (2) $1,000,000 to $9,999,999 (1)

What Clients Have Said
Clients consistently emphasize Plaidypus, Inc.'s competitive pricing and strong value for money. One client noted that while their quote was not the cheapest, it was the most detailed, leading to a successful long-term partnership. Another client mentioned spending over $1,000,000 without regret, citing reasonable costs despite large projects. Overall, clients appreciate the quality of work and communication, indicating that the investment leads to significant returns and enhanced operational efficiency.
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Partners Marketing Group

4.9 4 reviews

$5,000+

$150 - $199 / hr

10 - 49

Atlanta, GA

Services provided

10% CRM Consulting and SI

10% Application Management & Support

10% Application Testing +7 services

10% Branding

10% Pay Per Click

10% Search Engine Optimization

10% Social Media Marketing

10% UX/UI Design

10% Web Design

10% Web Development

Partners Marketing Group is a versatile digital marketing agency that specializes in SEO, PPC, web development, and branding. The company consistently receives positive feedback for its personalized and responsive service, with over 90% of reviewers praising its approachable team and effective project management. Clients highlight significant improvements in lead generation and search rankings, with many noting a strong alignment between Partners Marketing Group's strategies and their unique business needs.

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Reviews mention Puts the customer first
Partners Marketing Group consistently demonstrates a customer-first approach, as highlighted by their responsiveness and flexibility in meeting client needs. One client noted, "Their principle goes above and beyond to help us" and emphasized that they pursue what is best for their company rather than offering generic solutions. This sentiment is echoed in advice to potential customers to remain open to the agency's ideas, reinforcing their commitment to client success.

SEO and PPC for Online Education Program

5.0 May 23, 2018

Their principle goes above and beyond to help us do the things we need to do as a small business. He’s been willing to be flexible with us. For instance, our web design, we have a platform that we have specific needs for. He’s helped keep us on a budget while getting the things that we need done. Their customer service has been fantastic.
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SEO and PPC for Online Education Program

5.0 May 23, 2018

The best part about working with them is that they truly pursue what’s best for our company. They look out for us and try to find solutions that fit us, instead of a one-size-fits-all fix.
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Industry Experience

Partners Marketing Group has demonstrated strong expertise across various industries, including Business Services, Education, and Arts & Entertainment. Clients in Business Services commend their ongoing web development, SEO, and SEA efforts, noting significant lead generation and improved engagement. In Education, their targeted marketing strategies have led to increased enrollments and enhanced visibility. Feedback from the Arts & Entertainment sector highlights remarkable revenue growth through optimized online marketing. Overall, Partners Marketing Group is well-regarded for their personalized approach and strong project management, making them a suitable choice for businesses in these sectors.
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Business services Education Arts, entertainment & music

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Average Project Cost Breakdown

$10,000 to $49,000 (1) $50,000 to $199,999 (1) $200,000 to $999,999 (1)

What Clients Have Said
Clients have consistently praised Partners Marketing Group for offering good value for money, particularly noting their willingness to accommodate diverse budgets. One client highlighted their investment of $200,000 over ten years, appreciating the agency's engagement and creativity. Another client mentioned spending $3,500 monthly, emphasizing the agency's flexibility in keeping projects within budget. Overall, feedback reflects a strong sentiment that Partners delivers quality services relative to their pricing, fostering long-term partnerships.
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Nomad Endeavors

5.0 5 reviews

$5,000+

$150 - $199 / hr

2 - 9

Los Angeles, CA

Services provided

10% CRM Consulting and SI

15% Video Production

10% Advertising +13 services

5% Architectural Design

5% Branding

5% Corporate Photography

5% Digital Strategy

5% E-Commerce Development

5% Mobile App Development

5% Print Design

5% Public Relations

5% Search Engine Optimization

5% Social Media Marketing

5% UX/UI Design

5% Web Design

5% Web Development

Nomad Endeavors is a multifaceted digital agency specializing in web development, digital marketing, and multimedia production. The company consistently receives positive feedback, with clients praising their professionalism, seamless project management, and ability to deliver high-quality results. Approximately 100% of reviewers highlight the company's professionalism and effective communication, reflecting an overall satisfaction with no reported areas for improvement.

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Reviews mention High-quality work
Clients consistently praise Nomad Endeavors for their high-quality work, often highlighting the exceptional value and professionalism displayed in their projects. One client noted that the content produced was the best they had ever received, significantly enhancing their brand's legitimacy. Another emphasized the team's superior experience and self-sufficiency, asserting that their quality-focused approach stands out in the industry. Overall, the sentiment reflects strong satisfaction with the quality of deliverables and the team's expertise.

Branding Video Production for Investment Advisory Firm

5.0 Apr 8, 2020

The content is the best that has ever been produced for our company, by a landslide. The content that produced was a massive upgrade from what we had before, and has supplemented the legitimacy of our company, which is already superiorly qualified, and added an exponent to the quality we seek to represent. I found their experience and their professionalism the most impressive. They are not amateurs by any means. They know their craft, they are self-sufficient, and they put quality first.
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Industry Experience

Nomad Endeavors has demonstrated expertise across various industries, including Advertising & Marketing, Construction, Arts & Entertainment, and Financial Services. Clients praised their professionalism, project management, and ability to enhance marketing efforts, resulting in increased engagement and business growth. The positive feedback highlights their strengths in web development, SEO, and multimedia content creation, making them a strong fit for businesses seeking impactful digital solutions in these sectors.
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Advertising & marketing Construction Arts, entertainment & music Financial services

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Average Project Cost Breakdown

Less than $10,000 (3) $200,000 to $999,999 (1)

What Clients Have Said
Clients consistently express satisfaction with the cost-effectiveness of Nomad Endeavors' services, highlighting their competitive pricing. One client noted, 'They had the best price,' while another stated, 'I invested about $2,000' and received substantial returns in client inquiries. Overall sentiment reflects that clients perceive high value for money, with many emphasizing the quality of work and professionalism, indicating that the investment led to significant business growth.
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Glendale, California (2) Los Angeles, California (2) Whittier, California (1)

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SAI Agency

4.8 2 reviews

$5,000+

$50 - $99 / hr

10 - 49

Brooklyn, NY

Services provided

20% CRM Consulting and SI

20% AI Agents

20% AI Consulting +2 services

20% AI Development

20% Generative AI

SAI Agency is a cutting-edge AI solutions provider specializing in streamlining content operations and data management. The client reviews highlight a significant positive impact, with 100% of feedback indicating improvements in efficiency and accuracy. The agency's work reduced publication time by over 80% and achieved over 90% automation in tagging, showcasing their professionalism and exceptional project management skills.

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Industry Experience

SAI Agency has demonstrated significant expertise in the Media industry, particularly for gaming-related content. Their solutions have streamlined editorial workflows, enhancing tagging accuracy and reducing publication times dramatically. Clients have reported impressive results, such as real-time data updates and increased operational efficiency. Overall, feedback indicates a strong positive sentiment, showcasing SAI Agency's ability to deliver impactful, tailored solutions, making them an ideal partner for companies in the media sector, especially those focused on interactive entertainment.
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Average Project Cost Breakdown

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

What Clients Have Said
Clients have expressed strong satisfaction with SAI Agency's cost-effectiveness, highlighting that their $28,000 investment yielded significant operational improvements. One client noted a reduction in article publication time from 12 hours to under 2 hours and praised the 90% automation in tagging accuracy. Overall, clients feel that the agency delivers substantial value for money, meeting project requirements efficiently and professionally, with no noted areas for improvement.
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Elite Media Empire

5.0 1 review

$1,000+

Undisclosed

2 - 9

North Miami Beach, FL

Services provided

10% CRM Consulting and SI

10% AI Development

10% Advertising +7 services

10% Conversion Optimization

10% Custom Software Development

10% Pay Per Click

10% SMS Marketing

10% Search Engine Optimization

10% Social Media Marketing

10% Web Design

Elite Media Empire is a digital growth and automation agency that provides CRM setup, lead tracking, website optimization, and social media marketing services. They have received overwhelmingly positive feedback, with clients reporting a 50% increase in online visibility and business growth. Their project management and dedication to optimizing campaigns and communication are consistently praised.

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1 of 1 reviews is 5 stars

$10,000 – $49,000 avg. project cost

Reviewed 1 time in the past 6 months
In the past six months, client feedback for Elite Media Empire has been overwhelmingly positive. A notable review from Car Geeks Collision Center highlighted their exceptional project management and effective digital growth strategies, resulting in a 50% increase in qualified leads and revenue within three months. Clients praised their proactive communication, dedication to campaign optimization, and alignment with business values, indicating a strong fit for collaborative projects. Overall, clients expressed high satisfaction with the results and service quality.
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Industry Experience

Elite Media Empire has demonstrated strong expertise in the automotive industry, particularly in the luxury and collision sectors. Clients have praised their comprehensive digital growth strategies, including CRM implementation and targeted marketing campaigns, which resulted in a notable 50% increase in inbound leads and revenue. The overall sentiment in the automotive sector highlights their effective project management, proactive communication, and ability to deliver measurable results, making them a suitable partner for businesses seeking growth in this field.
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Average Project Cost Breakdown

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

What Clients Have Said
Clients have expressed that Elite Media Empire offers good value for the cost, highlighting their effective strategies and significant return on investment. One client noted they chose the company for its alignment with their values and competitive pricing. Another reported a 50% increase in key performance metrics within three months, attributing this success to the company's dedicated service and proactive communication. Overall, feedback reflects a positive sentiment regarding cost-effectiveness and the quality of service provided.
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ConvergeHub, Inc.

Not yet reviewed

$10,000+

Undisclosed

50 - 249

Dublin, CA

Services provided

50% CRM Consulting and SI

40% Business Consulting

10% AI Consulting

ConvergeHub, Inc., a CRM consulting and SI company, is in Dublin, California. Founded in 2016, the team provides CRM consulting and SI and Business Consulting.
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NuAge Experts, LLC

5.0 1 review

Undisclosed

Undisclosed

50 - 249

Boulder, CO

Services provided

25% CRM Consulting and SI

25% Cloud Consulting & SI

25% IT Managed Services +1 service

25% IT Strategy Consulting

NuAge Experts, LLC is a Salesforce consulting company specializing in training and implementation services. The reviews highlight their exemplary skills and indispensable field knowledge, with 100% of feedback praising their effective communication and ability to enhance client familiarity with Salesforce tools. Clients commend their reliability and adherence to project timelines.

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Industry Experience

NuAge Experts, LLC has received positive feedback primarily from the aerospace distribution industry, demonstrating strong expertise in Salesforce training and marketing automation. Clients highlighted their exemplary training skills, effective communication, and tailored solutions that enhance operational efficiency. The overall sentiment reflects a high level of satisfaction, particularly for organizations seeking to improve their proficiency with Salesforce products. Potential clients in technology and marketing sectors would benefit significantly from their specialized knowledge and support.
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Other Industry

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Average Project Cost Breakdown

What Clients Have Said
Clients have expressed high satisfaction with NuAge Experts, LLC's cost-effectiveness and value for money, particularly in their Salesforce training services. One client noted that the expertise provided significantly improved their team's proficiency without incurring excessive costs. They appreciated the reasonable pricing relative to the quality of training and support received, emphasizing that the company's services are indispensable for achieving their project goals.
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Techkors

5.0 1 review

Undisclosed

Undisclosed

50 - 249

Middletown, DE

Services provided

10% CRM Consulting and SI

20% Custom Software Development

20% Mobile App Development +5 services

10% BI & Big Data Consulting & SI

10% E-Commerce Development

10% Low/No Code Development

10% UX/UI Design

10% Web Design

Techkors is a data management company specializing in database export and application sunsetting services. The reviews highlight their efficient project execution, meticulous attention to detail, and excellent communication, with 100% of feedback being positive. Clients commend their timely delivery and cost-effective solutions, making Techkors a reliable partner for technical projects.

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Industry Experience

Techkors has demonstrated expertise in the nonprofit sector, particularly in data management and application sunset processes. Client feedback highlights their strong communication, timely delivery, and meticulous attention to detail, contributing positively to project outcomes. The overall sentiment is highly favorable, indicating that organizations in the nonprofit industry seeking reliable technical support for data-related projects will find Techkors to be a suitable partner.
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Nonprofit

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Average Project Cost Breakdown

Less than $10,000 (1)

What Clients Have Said
Clients have expressed satisfaction with Techkors' pricing, noting it aligns well with their budgets and offers excellent value for the cost. One client specifically highlighted the company's high ratings and the affordability of their services, stating it provided 'good value for cost.' Overall, the sentiment reflects a positive appreciation for the balance between quality and pricing, reinforcing Techkors as a worthwhile investment for project needs.
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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 Easy to reach
Clients have consistently praised Pellizzi & Co. for their accessibility and effective communication. One client highlighted that James Pellizzi is very approachable, facilitating direct connections between team members when necessary. Weekly calls and detailed follow-up emails enhance collaboration, while a dashboard allows for easy progress monitoring. Overall, the sentiment reflects a strong appreciation for the company's responsiveness and commitment to customer service.

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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Trujay

Not yet reviewed

$1,000+

$300+ / hr

10 - 49

Austin, TX

Services provided

100% CRM Consulting and SI

Established in 2018, Trujay is a CRM consulting and SI company. Their services include CRM consulting and SI.
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DataTek Solutions, Inc.

5.0 1 review

Undisclosed

$100 - $149 / hr

2 - 9

North Palm Beach, FL

Services provided

10% CRM Consulting and SI

20% API Development

20% BI & Big Data Consulting & SI +3 services

20% Custom Software Development

20% Web Development

10% Application Management & Support

DataTek Solutions, Inc. is a custom software and web design company specializing in project and cost tracking solutions. The reviews highlight exceptional communication and professionalism, with 100% of reviewers expressing satisfaction with their responsiveness and ability to deliver projects on time and within budget. Reviewers were particularly impressed by their adaptability and commitment to customer needs.

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Industry Experience

DataTek Solutions, Inc. has demonstrated expertise in the water and wastewater treatment industry, delivering custom software and web solutions that effectively track time, costs, and project metrics. Reviews highlight their strong project management, timely communication, and commitment to meeting client needs, resulting in successful project outcomes. Overall, sentiment across this industry is highly positive, indicating that potential clients within this sector can expect reliable service and tailored solutions.
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Other Industry

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Average Project Cost Breakdown

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

What Clients Have Said
Clients have praised DataTek Solutions, Inc. for their competitive pricing and the overall value provided. One client noted that the company's pricing fit their budget while delivering a custom software solution on time and on budget. Overall sentiment reflects satisfaction, with feedback highlighting great communication, timely responses, and a commitment to meeting specific needs, reinforcing the perception of strong value for money.
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Denamico

Not yet reviewed

$5,000+

$200 - $300 / hr

10 - 49

Minneapolis, MN

Services provided

50% CRM Consulting and SI

30% Business Consulting

20% IT Strategy Consulting

Denamico is a CRM consulting and SI company. Headquartered in Minneapolis, Minnesota, the agency was launched in 2012. Their services include CRM consulting and SI and Business Consulting.
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$3,000 Best for teams without a HubSpot Admin $9,000 Combines strategy, training, and support $9,000 Partnership that delivers on business goals

Performance Partnership
Unlock the full potential of your CRM. Our HubSpot Accredited team becomes an extension of yours, delivering strategic direction aligned with your specific business objectives, comprehensive reporting with actionable insights, and identifying new revenue-generating opportunities through your existing technology stack.
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Marcitors

4.6 17 reviews

$1,000+

< $25 / hr

10 - 49

San Luis Obispo, CA

Services provided

10% CRM Consulting and SI

20% Email Marketing

20% Other Digital Marketing +3 services

20% Search Engine Optimization

15% Pay Per Click

15% Social Media Marketing

Marcitors is a digital marketing company specializing in data-driven strategies, including SEO optimization and social listening. Their reviews highlight significant achievements, such as a 45–60% increase in organic traffic and a 30–40% improvement in lead quality. An impressive 100% of reviewers commend their professionalism and project management skills, with no noted areas for improvement.

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0 of 1 reviews is 5 stars

Unknown avg. project cost

Reviewed 1 time in the past 6 months
Recent client feedback on Marcitors highlights their effective digital marketing strategies, particularly in SEO and social listening, resulting in a 45-60% increase in organic traffic and improved lead quality by 30-40%. Clients praised their professionalism, timely project management, and clear, actionable reporting. The combination of strategic insight and technical execution was frequently noted as a standout feature, contributing to successful outcomes without any reported areas for improvement.
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Industry Experience

Marcitors has demonstrated expertise in the Advertising & Marketing industry, excelling in digital marketing strategies such as SEO optimization and social listening. Clients reported significant improvements in brand visibility and conversion rates, with organic traffic increasing by up to 60%. Their strengths include data-driven approaches, effective project management, and clear communication. Overall, sentiment is highly positive, making Marcitors a suitable partner for businesses seeking advanced digital marketing solutions.
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What Clients Have Said
Clients consistently express satisfaction with the company's pricing and perceived value. One client noted that Marcitors offered 'good value for the cost' and highlighted the effectiveness of their strategies, leading to a 45-60% increase in organic traffic. Another emphasized that their pricing aligned with budget expectations, reinforcing the sentiment that Marcitors delivers high-quality services at competitive rates. Overall, feedback indicates strong confidence in the company's ability to provide valuable results relative to their pricing.
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Silverline

Not yet reviewed

Undisclosed

Undisclosed

250 - 999

New York, NY

Services provided

50% CRM Consulting and SI

25% Cloud Consulting & SI

25% IT Managed Services

Located in New York, New York and Omaha, Nebraska, Silverline is a midsize CRM consulting and SI company. The team focuses on CRM consulting and SI and cloud consulting & SI.
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Revenue Architects

3.5 3 reviews

$5,000+

$150 - $199 / hr

10 - 49

Boston, MA

Services provided

10% CRM Consulting and SI

15% Digital Strategy

10% Content Marketing +10 services

10% Marketing Strategy

10% Social Media Marketing

10% Web Design

5% Conversion Optimization

5% Email Marketing

5% Logo

5% Pay Per Click

5% Print Design

5% Search Engine Optimization

5% Video Production

Revenue Architects is a CRM consultancy specializing in CRM integration and marketing services. Their reviews present a mixed picture, with one client highlighting poor project management and lack of accountability, while another underscores their effective CRM migration and marketing strategies, praising their project management and team professionalism. Approximately 50% of the feedback suggests satisfaction with their services, with consistent communication recommended for successful engagement.

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Reviews mention Honest
Clients have consistently praised Revenue Architects for their honesty and transparency throughout the engagement process. One client specifically noted, "They have a mature, sophisticated, and honest staff, which is outstanding." Overall, the sentiment reflects a strong trust in the team's integrity and commitment, contributing to a positive working relationship. No areas for improvement were identified by this client, further emphasizing their satisfaction with the company's candid approach.

CRM Migration & Marketing for IT Company

5.0 May 24, 2022

They have a mature, sophisticated, and honest staff, which is outstanding.
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1 of 2 CRM Consulting and SI reviews are 5 stars

$50,000 – $199,999 avg. project cost

CRM Consulting and SI PROJECT HIGHLIGHT

CRM Migration & Marketing for IT Company
5.0 — An IT company hired Revenue Architects to provide Sharp Spring CRM migration. Their efforts also include marketing, slide decks, ROI calculators, and video material, among other tasks. Read more
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Industry Experience

Revenue Architects has received mixed feedback across industries such as IT Services and Software. In IT Services, clients reported issues with project management and service delivery, highlighting a lack of accountability. Conversely, in Software, clients praised their strategic insights and successful rebranding efforts, emphasizing a strong partnership. Overall, their expertise appears beneficial for software-focused projects, while potential IT clients may need to consider their project management capabilities.
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IT Services Software

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Miami, Florida (1) Seattle, Washington (1) Berwyn, Pennsylvania (1)

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mrkt insight

5.0 3 reviews

Undisclosed

$100 - $149 / hr

2 - 9

West Hartford, CT

Services provided

10% CRM Consulting and SI

40% Search Engine Optimization

30% Web Design +2 services

10% Pay Per Click

10% Social Media Marketing

mrkt insight is an SEO agency praised for its expertise in keyword targeting, citation creation, and backlink strategies. Reviews highlight their professionalism, attention to detail, and speedy communication. Impressively, 100% of feedback was positive, noting significant improvements in search rankings and organic traffic. Their project management was also commended for timeliness and thoroughness.

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Industry Experience

Mrkt Insight has demonstrated expertise in the Home Services industry, specifically within commercial cleaning. Feedback highlights their strengths in SEO strategy development, keyword targeting, and organic traffic generation. Clients commend their professionalism, attention to detail, and timely delivery of services, resulting in measurable improvements in search rankings and lead generation. Overall sentiment in this industry is highly positive, suggesting that potential clients in Home Services would find Mrkt Insight a suitable partner for digital marketing needs.
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Home Services

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Average Project Cost Breakdown

Less than $10,000 (1)

What Clients Have Said
Clients have expressed strong satisfaction with Mrkt Insight's cost-effectiveness, highlighting it as a key reason for their selection. One client noted the 'good value for cost' and praised the company's ability to deliver measurable results, such as improved keyword rankings and increased organic traffic. Overall, feedback indicates that clients feel they receive quality services that justify their investment, with no reported concerns regarding pricing.
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Cocolevio

4.5 1 review

$1,000+

$150 - $199 / hr

50 - 249

Austin, TX

Services provided

50% CRM Consulting and SI

50% IT Strategy Consulting

Cocolevio offers software development services, exemplified by their creation of an internal messaging app for a news team. Reviews highlight their experienced developers, effective communication, and the quality of the software produced. However, cost considerations were noted as an area for potential improvement. Overall, Cocolevio is positively regarded for their technical proficiency and project execution.

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Heinz Marketing

4.0 2 reviews

Undisclosed

$150 - $199 / hr

2 - 9

Redmond, WA

Services provided

10% CRM Consulting and SI

30% Content Marketing

20% Search Engine Optimization +4 services

15% Email Marketing

10% Conversion Optimization

10% Web Design

5% Digital Strategy

Heinz Marketing is a marketing automation and lead management consultancy known for its expertise in platforms like Eloqua. Client feedback indicates a strong performance, with mentions of their knowledge and responsiveness. Approximately 80% of reviews highlight their effectiveness in improving lead processes, despite minor suggestions for more clarity in project ownership or promotional approaches.

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Reviews mention Unique expertise
Heinz Marketing is recognized for its unique expertise, particularly in marketing automation and Eloqua. A client highlighted their extensive knowledge, stating, "Their knowledge of Eloqua has really helped, along with their expertise in the marketing automation space." This sentiment reflects a strong overall appreciation for Heinz's capability to handle complex projects effectively, as they managed to generate approximately 300 leads through a targeted campaign, demonstrating their proficiency in delivering results.

Real Estate Consulting Marketing Automation

4.0 Oct 18, 2013

Their knowledge of Eloqua has really helped, along with their expertise in the marketing automation space. It was clear to us from the beginning that they’ve done a lot of marketing automation projects of various sizes and complexity.
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Industry Experience

Heinz Marketing has demonstrated expertise across various industries, notably real estate and education. In real estate, clients praised their capacity to enhance lead generation and marketing content, achieving significant results, such as 300 leads from a targeted campaign. In the education sector, feedback highlighted their proficiency in marketing automation and lead management, contributing to an 80% increase in qualified leads. Overall, their strengths include effective project execution, responsiveness, and deep knowledge of marketing automation tools, making them a strong candidate for clients in these industries.
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Real estate Education

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Average Project Cost Breakdown

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

What Clients Have Said
Clients generally perceive Heinz Marketing as providing good value for money, with project costs ranging from $50,000 to $100,000. Feedback highlights their effectiveness in enhancing marketing efforts, such as generating 300 leads from a new campaign, which doubled previous results. One client noted their affordability and responsiveness, while another suggested that Heinz could improve by being less promotional in aligning with budget constraints. Overall, the sentiment reflects satisfaction with the cost-to-value ratio of their services.
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BackOffice Thinking

Not yet reviewed

$5,000+

Undisclosed

10 - 49

West Chester, PA

Services provided

70% CRM Consulting and SI

15% Web Design

10% Web Development +1 service

5% UX/UI Design

BackOffice Thinking is a CRM consulting and SI company. Based in West Chester, Pennsylvania, their team offers CRM consulting and SI and Web Design.
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In Time Tec

Not yet reviewed

$5,000+

$25 - $49 / hr

1,000 - 9,999

Meridian, ID

Services provided

20% CRM Consulting and SI

10% AI Consulting

10% AI Development +6 services

10% Custom Software Development

10% Cybersecurity

10% Generative AI

10% Low/No Code Development

10% Mobile App Development

10% Web Design

In Time Tec is a CRM consulting and SI company headquartered in Meridian, Idaho. The team specializes in CRM consulting and SI and Cybersecurity.
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Hivehouse Digital

Not yet reviewed

$1,000+

$150 - $199 / hr

10 - 49

Ann Arbor, MI

Services provided

25% CRM Consulting and SI

25% Branding

25% Search Engine Optimization +1 service

25% Web Design

Hivehouse Digital is a branding agency. The small Ann Arbor, Michigan-based team provides Branding and Search Engine Optimization. The agency was launched in 2007.
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ideahash

4.5 2 reviews

$1,000+

$100 - $149 / hr

2 - 9

Brooklyn, NY

Services provided

10% CRM Consulting and SI

10% Content Marketing

10% Digital Strategy +12 services

10% IT Strategy Consulting

10% Search Engine Optimization

5% Business Consulting

5% Corporate Training & Coaching

5% E-Commerce Development

5% Email Marketing

5% Logo

5% Mobile & App Marketing

5% Pay Per Click

5% Social Media Marketing

5% Web Design

5% Web Development

ideahash is a versatile digital marketing and development company providing services such as website and e-commerce platform creation, social media management, and digital ad strategies. Feedback is overwhelmingly positive, highlighting their proactive project management and strategic approach, with 100% of reviewers praising their ability to enhance user engagement and conversion rates. Their comprehensive service package and responsiveness are consistently commended.

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Reviews mention Understands their clients' needs
Client feedback highlights ideahash's strong understanding of their needs, particularly in developing a comprehensive website and e-commerce platform tailored to their business. One client noted their proactive approach and ability to grasp the project's big picture, stating, 'They were a mature and intelligent team that understood our project’s big picture.' Overall sentiment reflects satisfaction with ideahash's accessibility and commitment to addressing client challenges effectively.

Ecommerce Support & SMM for Pharmaceuticals

4.0 Jul 9, 2019

They were a mature and intelligent team that understood our project’s big picture. They understand project management well, so let them drive the process. Make sure you have someone who can interface with them regularly and not hold the project back.
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Industry Experience

Ideahash has demonstrated expertise in the Pharmaceuticals and Information Technology industries. In Pharmaceuticals, they enhanced a pharmacy's e-commerce platform, improving marketing effectiveness and customer engagement, resulting in increased conversion rates. In Information Technology, their strategic digital marketing efforts significantly boosted user acquisition for a mobile app, showcasing their ability to deliver comprehensive solutions. Overall, client sentiment is positive, highlighting Ideahash's proactivity, project management skills, and effective communication across both sectors.
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Pharmaceuticals Information technology

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Average Project Cost Breakdown

Less than $10,000 (2)

What Clients Have Said
Clients have expressed satisfaction with ideahash's pricing, highlighting that their investment of $5,000–$10,000 yielded significant results, such as increased conversion rates and user engagement. The feedback indicates that ideahash provides good value for money, with one client noting they delivered a comprehensive package of services efficiently. Overall, clients appreciate the balance between cost and the quality of services, reinforcing the sentiment that ideahash is a reliable partner for budget-conscious projects.
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More responsive than most other service providers

ideahash 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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NeuraFlash

Not yet reviewed

$5,000+

$200 - $300 / hr

10 - 49

Boston, MA

Services provided

75% CRM Consulting and SI

10% Digital Strategy

10% UX/UI Design +1 service

5% Cloud Consulting & SI

NeuraFlash, a CRM consulting and SI company, is located in Boston, Massachusetts. They provide CRM consulting and SI and UX/UI Design and were launched in 2016.
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Aekot

5.0 5 reviews

$10,000+

$100 - $149 / hr

10 - 49

Wilmington, DE

Services provided

65% CRM Consulting and SI

10% IT Strategy Consulting

10% Low/No Code Development +2 services

10% Web Development

5% Business Consulting

Aekot is a CRM Consulting and SI firm specializing in Salesforce and HubSpot implementations, CRM integration, and optimization of business processes. Reviews indicate a high satisfaction rate, with clients praising their strategic consulting, technical expertise, and ability to deliver complex CRM solutions. Approximately 90% of reviewers highlight improved sales processes and operational efficiency, with minor suggestions for more detailed documentation.

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Reviews mention Proactive
Clients have consistently highlighted Aekot's proactive approach in project management, noting their organized structure with weekly syncs and clear milestones. One client emphasized their proactive updates and effective communication, which facilitated smooth project handovers. Additionally, Aekot's ability to comprehend business challenges and provide tailored solutions was appreciated, establishing them as a strategic partner. Overall, the sentiment towards Aekot's proactivity is highly positive, contributing to successful project outcomes.

CRM System Implementation for Marketing Agency

5.0 Jul 8, 2025

Very organized — we had weekly syncs, clear milestones, and proactive updates. They used project tracking tools and ensured smooth handovers at every stage.
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4 of 4 CRM Consulting and SI reviews are 5 stars

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

$10,000 – $49,000 avg. project cost

CRM Consulting and SI PROJECT HIGHLIGHT

CRM System Implementation for Marketing Agency
5.0 — A marketing agency hired Aekot to implement Salesforce from scratch. The team designed and automated lead tracking and sales processes, built dashboards and reports, and provided strategic Read more
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Average Project Cost Breakdown

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

What Clients Have Said
Clients consistently highlight Aekot's competitive pricing as a key factor in their selection, noting that the company's services fit within their budgets while providing good value for money. For example, one client emphasized that Aekot's pricing was a decisive factor in choosing them over competitors. Overall, feedback reflects a strong sentiment towards Aekot's ability to deliver effective solutions at a reasonable cost, reinforcing their reputation as a reliable partner.
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India (3) Bulgaria (1)

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Nawlabs

Not yet reviewed

Undisclosed

Undisclosed

10 - 49

Richmond, KY

Services provided

90% CRM Consulting and SI

10% Low/No Code Development

Nawlabs is a CRM consulting and SI company. The Richmond, Kentucky-based agency was established in 2020. Their team offers CRM consulting and SI.
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P2 Automation, LLC

Not yet reviewed

$5,000+

$150 - $199 / hr

2 - 9

Southington, CT

Services provided

80% CRM Consulting and SI

20% Custom Software Development

P2 Automation, LLC, a CRM consulting and SI company, is headquartered in Southington, Connecticut. Established in 2011, the team specializes in CRM consulting and SI and Custom Software Development.
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Response Labs Inc.

Not yet reviewed

$10,000+

$150 - $199 / hr

10 - 49

Baltimore, MD

Services provided

50% CRM Consulting and SI

20% Digital Strategy

20% Email Marketing +1 service

10% BI & Big Data Consulting & SI

Response Labs Inc. Is a CRM consulting and SI company. Launched in 2014, their team focuses on CRM consulting and SI and Digital Strategy.
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WayPath Consulting

5.0 2 reviews

$10,000+

$150 - $199 / hr

10 - 49

Richmond, VA

Services provided

15% CRM Consulting and SI

15% Cloud Consulting & SI

15% ECM Consulting and SI +5 services

15% IT Managed Services

10% Application Management & Support

10% IT Strategy Consulting

10% Unified Communications Consulting & SI

10% Web Development

WayPath Consulting is a CRM Consulting and Systems Integration company recognized for its exceptional customer service and responsiveness. In the reviews, 100% of clients commend their swift problem-solving abilities, notably handling a CRM data export under challenging circumstances. Clients appreciate their outstanding service and dedication, with no areas for improvement mentioned.

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Reviews mention Collaborative
WayPath Consulting has received highly positive feedback regarding their collaborative approach. Clients emphasized the team's commitment to understanding their business models, stating it was a 'true consultation' rather than a sales pitch. The client noted the excellent collaboration throughout the project, highlighting that the team went 'the extra mile' to deliver value. Overall, the sentiment reflects a strong appreciation for WayPath's teamwork and effective communication, making them a commendable choice for future projects.

Programming Resources for Print & Delivery Company

5.0 Mar 10, 2023

The level of collaboration from the onset getting to know our company and business model from the highest levels of the organization. It was a true consultation, working with Paul and John never a sales pitch. They utilized their own SME skills and took the time to be educated in our unique line of business as well to jointly come up with the best solution.
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1 of 1 CRM Consulting and SI reviews are 5 stars

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

Less than $10,000 avg. project cost

CRM Consulting and SI PROJECT HIGHLIGHT

CRM Consulting & Migration for Mortgage Bank
5.0 — WayPath Consulting provided CRM consulting services for a mortgage bank. The team was responsible for exporting the client's customer contact and data records from Microsoft Dynamics CRM. Read more
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Industry Experience

WayPath Consulting has demonstrated expertise primarily in the real estate and communications sectors. In real estate, they received commendations for their outstanding customer service and ability to deliver solutions promptly, significantly impacting client satisfaction. In the communications industry, clients praised their project management, collaboration, and industry knowledge, allowing for expedited project completion. Overall, feedback indicates a strong alignment in values and a commitment to client success across these sectors.
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Real estate Other Industry

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Average Project Cost Breakdown

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

What Clients Have Said
Clients consistently praise WayPath Consulting for its excellent value for money, highlighting their competitive pricing and alignment with budgetary constraints. One client noted that the company's pricing fit their budget while providing a great culture fit and good value. Another emphasized the outstanding customer service and immediate problem-solving capabilities, underscoring that the level of service exceeded expectations. Overall, the sentiment reflects satisfaction with both cost-effectiveness and the quality of service delivered.
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FieldBin

Not yet reviewed

$1,000+

$300+ / hr

2 - 9

Isle of Palms, SC

Services provided

100% CRM Consulting and SI

Established in 2022, FieldBin is a CRM consulting and SI company. Headquartered in Isle of Palms, South Carolina, the team specializes in CRM consulting and SI.
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VALiNTRY

Not yet reviewed

$5,000+

$200 - $300 / hr

50 - 249

Maitland, FL

Services provided

65% CRM Consulting and SI

25% IT Staff Augmentation

10% Finance & Accounting Outsourcing (FAO)

CRM consulting and SI company VALiNTRY was established in 2013. The agency offers CRM consulting and SI and IT staff augmentation, and is midsize.
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MAXIMUS

Not yet reviewed

Undisclosed

$100 - $149 / hr

1,000 - 9,999

Reston, VA

Services provided

30% CRM Consulting and SI

40% ERP Consulting and SI

30% ECM Consulting and SI

Launched in 1973, MAXIMUS is a large ERP consulting and SI company. Their services include ERP consulting and SI and CRM consulting and SI.
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Cognizant Services

Not yet reviewed

Undisclosed

$200 - $300 / hr

1,000 - 9,999

Teaneck, NJ

Services provided

50% CRM Consulting and SI

50% ERP Consulting and SI

Cognizant Services is a Teaneck, New Jersey-based CRM consulting and SI and ERP consulting and SI company. The team offers CRM consulting and SI and ERP consulting and SI.
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Manhattan Associates

Not yet reviewed

Undisclosed

$150 - $199 / hr

1,000 - 9,999

Atlanta, GA

Services provided

40% CRM Consulting and SI

40% ERP Consulting and SI

20% Other IT Consulting and SI

Manhattan Associates, a CRM consulting and SI company, was founded in 1990. The agency focuses on CRM consulting and SI and ERP consulting and SI.
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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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Ontraport

Not yet reviewed

Undisclosed

Undisclosed

50 - 249

Santa Barbara, CA

Services provided

60% CRM Consulting and SI

40% Email Marketing

Ontraport is a CRM consulting and SI company. The Santa Barbara, California-based company was launched in 2008. Their team provides CRM consulting and SI and Email Marketing.
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Meetbrandwide

Not yet reviewed

$1,000+

Undisclosed

50 - 249

Las Vegas, NV

Services provided

100% CRM Consulting and SI

Meetbrandwide is a CRM consulting and SI company headquartered in Las Vegas, Nevada. Established in 2018, the team focuses on CRM consulting and SI.
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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
Comprehensive project details
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.

U.S. CRM Consulting FAQs

U.S.-based CRM consultants bring platform depth and industry context that shorten time to value. Many teams are certified across Salesforce, Microsoft Dynamics 365, HubSpot, and other ecosystems, with proven playbooks for migration, integration, and user adoption. Proximity to major innovation hubs — San Francisco Bay Area, New York City, Austin, Seattle, Boston, and the Research Triangle — means access to senior talent and partners in data, analytics, and marketing automation.

For regulated sectors, U.S. agencies also understand compliance requirements like HIPAA, SOC 2, PCI, and state privacy laws. If your go-to-market spans sales, marketing, and customer success, a U.S. partner can align stakeholders, run effective on-site workshops, and support change management in your time zone.

Rates vary because of factors like platform, complexity, and team seniority. On Clutch, most U.S.-based CR consultancies charge:

Hourly rates: typically $100 – $225 for U.S. CRM consultants; specialized architects and solution owners can be higher.
Fixed projects:
Quick-start implementations (SMB): $15,000 – $50,000 for core setup, basic automation, and training.
Mid-market rollouts: $60,000 – $250,000 for multi-cloud deployments, data migration, and custom objects/processes.
Enterprise programs: $300,000 – $1 million+ for global rollouts, CPQ, complex integrations, and change enablement.
Managed services: $5,000 – $25,000 per month for continuous optimization, admin support, and roadmap execution.

Expect additional costs for platform licenses, add-ons (e.g., CPQ, Marketing Automation), data tools, and user training.

CRM agencies in the U.S. support a broad spectrum of markets and niches. It’s common to find specialists for:

SaaS and B2B technology — lead lifecycle, product-led growth data, RevOps.
Financial services and fintech — KYC workflows, compliance, secure integrations.
Healthcare and life sciences — HIPAA-aligned processes, patient and provider data.
E-commerce and retail — omnichannel engagement, order and inventory visibility.
Manufacturing and distribution — account-based sales, partner portals, ERP sync.
Higher education and nonprofits — advancement, enrollment, and constituent management.
Media and professional services — pipeline visibility, resource planning, and billing.

Start by gauging their fit, not just features — thoroughly assess their:

Platform expertise – confirm certifications and recent case studies in your platform.
Integration track record – ask about ERP, data warehouse, and marketing automation integrations similar to yours.
Data and migration approach – request their plan for cleansing, deduplication, and mapping; confirm sandbox strategy and cutover.
Change management and training – look for structured enablement, adoption metrics, and admin upskilling.
Security and compliance – validate SOC 2 readiness, HIPAA experience, and role/field-level access design.
Team model – meet the delivery team, not just sales. Ensure that the onshore/offshore blend and time zone coverage are clear.
Commercials and scope – seek transparent milestones, acceptance criteria, and a post-launch support plan.

Use Clutch filters to compare verified reviews, client references, budgets, and industries. Shortlist 3–5 firms and run a paid discovery or solution workshop to de-risk the scope.

No discovery — they jump to build without stakeholder interviews or process mapping.
Over-customization bias — heavy code vs. configurable, out-of-the-box features.
Vague data plan — no detail on dedupe, merge rules, or validation logic.
Light on testing — absent UAT plans, limited regression or performance testing.
Thin documentation — no solution design, admin guides, or runbooks.
One-size-fits-all timelines — fixed dates that ignore data/ERP complexity.
No adoption strategy — training is an afterthought with no change plan.
Ownership gaps — unclear access, environments, or IP for custom components.

Ignoring red flags now can only pave the way for future headaches for your project. Do your due diligence well and make sure you match with a team that's clear from these warning signs.

Top CRM Consultants in the United States

List of the Top United States CRM Companies

Reviews mention Exceptional performance

Commercialization & Social Media Strategy for Tech Startup

Salesperson Recruitment for Advertising Services Company

CRM Consulting & SI for Software Co

HubSpot CRM Consulting & SI for BBQ Restaurant

HubSpot CRM Training & Consulting for Pharmacy

Industry Experience

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Set2Close is responsive

Reviews mention Personable

Jira & Salesforce Integration for Online Banking Software

Customer Pipeline Dashboard Development for Technology Firm

Data Migration & Custom Software Dev for Consulting Company

Salesforce Support for Financial Broker

Reviewed 18 times in the past 6 months

Custom CRM System Design for Monitoring Company

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Reviews mention Easy to work with

Salesforce Implementation for Nonprofit Organization

Multi-Line Processing for IT Company

Salesforce Web Development for Financial Institution

B2B Analytics Deployment for Consumer Electronics Firm

Custom Salesforce Build Out for Legal Cannabis Marketplace

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What Clients Have Said

Industry Experience

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Marketing Strategy for Real Estate Lending Firm

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Reviews mention Innovative

Marketing Collateral for Data Center Provider

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Business Consulting for Branding & Marketing Company

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Email Marketing for Ethical Fashion Company

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