CRM Consultants & Implementation Partners in Tulsa, OK

Asemio is a Tulsa, Oklahoma social enterprise that has been operating since 2013. Its focus is less on conventional sales-pipeline CRM and more on the data plumbing that lets public agencies, health systems and nonprofits work from shared, well-governed information. Buyers looking for a CRM partner will find that Asemio's relevant offering sits inside a wider data-integration practice: when a community program lacks a system to record the people and services it handles, the firm will build one, including Salesforce implementations configured to act as the program's official record.

Who they serve

The firm works with county governments, state agencies, healthcare organizations, research consortia and philanthropic foundations. According to its site, it has engaged with more than 100 organizations, counts over 40 partners and has clients in nine states. Sectors named include:

• Health care and life sciences
• Education and early childhood
• Justice
• Workforce development
• Human and social services

Services and platform

Asemio's core product is Mosaic, a platform meant for communities that need to share data across several institutions. It is organized into four modules: Axis handles governance coordination such as agreements, roles and decision structures; Spotlight provides tokenization and privacy-preserving record linkage so that records can be matched without revealing direct identifiers; MagicBox covers data pipelines for ingestion, transformation and delivery; and Enclave offers a controlled computing space where analysts can work with data that never leaves its boundaries. Around the platform the team delivers cross-domain integration in regulated settings (HIPAA and FERPA among them), program evaluation infrastructure, custom tracking applications, Salesforce-based systems of record, dashboards and research-ready datasets.

How they engage

Projects follow a three-stage path. A Blueprint phase charts the partner landscape, ranks use cases, identifies structural obstacles and produces a roadmap. A Lighthouse phase designs the governance and technical architecture and then tests it through a small pilot data product. A Community phase rolls out the full platform at scale. The company says it begins each engagement by working to understand client circumstances before building anything, and it favors connecting systems organizations already run over replacing them. Its case material contrasts two projects in one community: a centralized design that needed 624 days to reach a first data product versus a federated approach that got there in 87 days while handling greater complexity.

Background and differentiators

Its staff mixes data engineers, developers and systems designers with technologists and people who have worked directly in community practice. Asemio is linked with the Institute for Data Ecosystem Advancement (IDEA), a research and field-building fund held at Tulsa Community Foundation, whose findings inform the firm's methods and product roadmap; foundations can fund diagnostic engagements through IDEA without a vendor procurement process. Published proof points come from Tulsa, Chicago and Connecticut. For buyers, the key distinction is that Asemio is best suited to mission-driven organizations needing Salesforce or other program records tied into a governed, privacy-conscious, multi-agency data environment, rather than to companies seeking a standalone commercial sales CRM rollout.

Centre Technologies is an IT services firm working with organizations across Texas and Oklahoma. It is mainly a managed services and cybersecurity provider. Its business intelligence practice works with the Microsoft business application stack, and that practice is the most relevant one for buyers looking at CRM and ERP implementation partners. The company says it is a good fit for growing mid-size companies with roughly 50 to 1,000 employees. Its Oklahoma clients are served from an office in downtown Tulsa.

Business Applications and Customer Data

The firm's main business-application offering is Microsoft Dynamics 365 Business Central. This all-in-one Microsoft platform covers finance, sales, purchasing, inventory and day-to-day operations, and it also keeps track of customer interactions. Centre configures and tailors the system for each client and handles migrations from older accounting software. After launch it provides ongoing support, and business-intelligence clients get their own support line. Its Business Central materials also mention AI features that help segment customers and speed up responses inside CRM workflows. One case study describes a deployment that connected Business Central with Outlook, Teams, Power BI and Dynamics 365 for Sales. In that project the client also automated sales tax, payroll, job costing and multi-entity accounting.

• Dynamics 365 Business Central setup, customization and migration
• Power BI dashboards that pull data from connected business systems
• Copilot consulting, from AI readiness planning to rollout
• Microsoft 365 tenant, licensing and security management
• Azure and AWS cloud migration, cost control and monitoring

How They Work With Clients

Centre describes its approach as enterprise-grade technology combined with personal, local service. Engagements can be fully managed, with Centre acting as the client's entire IT department. They can also be co-managed, with Centre supporting an existing internal team. Managed clients get help-desk coverage around the clock, on-site visits, and quarterly business reviews used to plan technology roadmaps and budgets. Centre also uses its own bundled technology stack, branded C-Stack, and has added AI tools to its support, cloud and security services. These tools are meant to speed up troubleshooting and surface recurring problems.

Industries and Specialties

The company has dedicated programs for several sectors:

• Construction
• Healthcare, including HIPAA-focused support
• Manufacturing, including a Tulsa-area program
• Energy and oil and gas
• Financial services

Beyond business applications, Centre offers managed SIEM with long-term log retention, managed detection and response, and vulnerability scanning. It also provides security awareness training, CMMC consulting, backup and disaster recovery, virtual desktops and private cloud hosting. On the consulting side it covers technology assessments, IT support during mergers and acquisitions, IT staffing and datacenter modernization.

Background and Credentials

Centre Technologies is a Microsoft Solutions Partner and states that it is SOC 2 Type II compliant. It has received CRN recognition and belongs to the Tulsa Regional Chamber and the Broken Arrow Chamber. It is headquartered in Houston and has local offices in Tulsa, Austin, San Antonio and Dallas, and it also serves the Oklahoma City metro. CRM is not its core business. Its value to CRM buyers comes from pairing Business Central and Power BI work with managed IT, cloud and security services, so one provider can handle both the business application and the systems it runs on.

Cloudaction is a cloud consulting and implementation firm based in Tulsa, Oklahoma. It helps mid-sized and enterprise organizations deploy, tune and maintain the SaaS platforms behind their customer-facing and IT operations. The firm was founded in 2013 and became part of Chicago-based AiRo Digital Labs in April 2024. It now operates as an AiRo company inside that group's cloud practice. Clients across the Americas, Europe, South Asia and Australia are served by the Tulsa headquarters together with a global delivery center in Pune, India.

CRM and Salesforce Work

For buyers comparing CRM partners, Cloudaction's main relevance is its standing as a certified Salesforce consulting partner. Its CRM practice covers Sales Cloud and Service Cloud, and it is known in particular for Service Cloud projects that improve case handling and the support experience for customers. Beyond standard configuration, the team builds custom solutions on the Salesforce platform. It also connects Salesforce to other enterprise systems, which suits organizations whose customer data has to flow between CRM, service desk and project tools.

• Salesforce advisory, implementation and optimization
• Custom development and integration on the Salesforce platform
• Cloud-based project management through Cloud Coach and Cloudbyz
• Automation Anywhere bots working alongside Salesforce
• Ongoing managed services and support after launch

Beyond CRM

Cloudaction began with deep roots in IT service management, and that background still shapes its offering. It is a ServiceNow partner, providing advisory, implementation, custom integration and managed services for ITSM and ITBM programs. It also works with BMC tools such as Remedyforce and Helix ITSM. Because the company describes itself as specialists in multi-platform and hybrid-cloud projects, it may suit buyers who want a single partner to coordinate CRM alongside service management and automation. After the acquisition, Cloudaction can also draw on AiRo's AI capabilities and Microsoft Azure skills.

How It Engages

The firm supports clients through the whole project lifecycle, from planning before implementation to support once the system is live. It stresses on-time, on-budget delivery and has offered fixed-cost agreements so clients know their spending in advance. With engineers in both Oklahoma and India, it can staff work onshore or blend onshore and offshore resources, which matters for long-running managed services.

Background and Credentials

Samir Kumar, Cloudaction's co-founder and president, has spoken publicly about its organic approach to cloud-based IT service management. Partner directories credit the company with dozens of certified Salesforce experts and many platform certifications. It also holds strategic partnerships with Salesforce, ServiceNow and BMC. Buyers who need a Tulsa-based Salesforce partner with strong service-desk and automation experience, and the backing of a larger AI and cloud consultancy, may want to add Cloudaction to their shortlist.

Headquartered in Tulsa, Oklahoma, CS3 Technology is a consultancy that has advised organizations on business software for roughly thirty years. The firm concentrates on two areas: integrated platforms that run a company's finances and operations, and systems that manage payroll and workforce administration. For organizations evaluating customer relationship tools, its most relevant product is Acumatica, a cloud-based business suite with a native CRM component. That component follows customers from first contact through closed deals and after-sale service. Since the CRM is part of the same system that handles accounting, inventory and day-to-day operations, all customer records live in one database alongside the rest of the company's information.

Who They Serve

CS3's clients are mostly small and mid-market businesses. The industries it highlights are:

• Manufacturing
• Inventory and distribution
• Field service

According to the firm, its client base spans more than 30 U.S. states and includes several organizations abroad. Its needs assessments look at human resources, finance, technology and operations together. That makes it a good match for companies that prefer to choose a CRM as part of a wider overhaul of their internal systems rather than as a standalone purchase.

Products and Services

In addition to Acumatica, CS3 sells and supports several other products:

• Sage 100, for accounting and operations
• Scissortail HCM, covering payroll, HR, time tracking and recruiting
• DataSelf, for analytics
• Avalara, for sales tax compliance
• Velixo, for financial reporting and budgeting

Its service work includes first-time deployments, migrations off aging platforms, connections between disconnected applications and data sources, and tailored dashboards and reports. It also has a specific program for organizations switching from UKG to Acumatica.

How They Work

Engagements are organized around the Plus7 Process, a seven-stage method. The stages move from discovery and design to planning, education, validation and deployment, and finish with continuous improvement. During discovery, consultants interview key employees and then deliver a written assessment that projects the likely return on investment. Before launch, a proof-of-concept phase checks data integrity, process flows, integrations and any custom features.

For more complex initiatives, the firm offers a Blueprint engagement. In this engagement, CS3 observes how work is currently done, documents weak points and delays, and provides a report that attaches cost estimates to each major recommendation.

Training is available in several formats: individual sessions, train-the-trainer programs, live instructor-led classes, or prerecorded on-demand material.

Ongoing Support and Background

Once a system is live, clients can enroll in the SERV Access Plan, a support subscription with three tiers: Essentials, Reserve and VIP. Depending on the tier, members receive guaranteed response windows and help with troubleshooting errors. They can also get workflow automation, custom inquiries and dashboard widgets, along with an annual usage or strategy review.

Each month, CS3 hosts SmartTalks, a live user group that anyone can join, whether or not they are a client. Plan subscribers also have access to a library of instructional videos.

The firm says it never subcontracts implementations and that every project is staffed by its own consultants. Its president, Gary Crouch, is the author of a book describing the 18 service principles behind the company. Among them are:

• Teaching clients until they can manage their systems independently
• Treating client budgets with care
• Giving cautious, realistic estimates

Headquartered in the heart of downtown Tulsa, Oklahoma, Littlefield Agency is an advertising and marketing shop whose client roster leans heavily toward companies that sell to other businesses, though it accepts consumer-facing assignments as well. On the CRM side, its expertise revolves around HubSpot, and the firm identifies as a certified partner of that platform. As a result, CRM services sit next to its strategic planning, creative production, media buying and analytics capabilities. Organizations evaluating the agency may find value in having their CRM and the campaigns that depend on it handled by one group rather than split among several vendors.

CRM and HubSpot Services

The agency can implement HubSpot from scratch or evaluate an installation a client already operates. Businesses adopting a CRM for the first time can be guided through onboarding by Littlefield, which states that its partnership standing may unlock pricing reductions and an easier launch than a company could manage independently. For organizations already on HubSpot, the team offers a review of how effectively contact records, automations and reports are being put to work. Once that groundwork is in place, Littlefield can take over day-to-day administration of the platform. Services in this area cover:

• Implementing HubSpot, guiding new users and reviewing existing accounts
• Continuous administration of the HubSpot CRM
• Inbound campaigns designed and executed within HubSpot
• Customer profiles shaped by demographic and psychographic insight
• Planning, producing and distributing content
• Automation sequences plus measurement of marketing and customer results

How the Agency Works

Every CRM engagement at Littlefield begins with a discovery phase. Staff examine whatever data a client already holds, speak with internal decision-makers and members of the target audience, and then shape a plan that every team within the agency follows. In practice, a CRM client's contact database, messaging and paid advertising are all pointed at a common set of goals. Transparency is another stated priority. Clients are able to reach the people working on their account without going through intermediaries, and reporting on site performance, media activity and analytics for their brand is available to them at any time. Inbound programs within HubSpot are overseen by a CRM Director assigned specifically to that role.

Industries and Clients

The bulk of the portfolio Littlefield has made public involves manufacturing companies and other business-to-business organizations, among them industrial and equipment makers. Ditch Witch, which produces machinery for underground construction, has been a client for upward of twenty years, with projects spanning a podcast, stories featuring its dealer network and wider branding efforts. Grasshopper Mowers has relied on Littlefield as its HubSpot partner, and the mower company credits that CRM effort with uniting its strategy, creative and media in the service of lead generation. The agency has also produced connected TV advertising for Williams Lighting and for Velocity Credit Union, the latter demonstrating that financial services organizations are part of its mix.

Background and What Sets It Apart

Littlefield operates from one location in Tulsa, within easy driving distance of Owasso. Its leadership and staff include a president and CEO, a creative director and a director of AI and inbound content. The firm hosts a marketing-focused podcast and has reported on UNBOUND, HubSpot's yearly conference, sharing developments related to AI, email and LinkedIn. Prospective clients should understand that Littlefield is a full-service agency, not a firm devoted solely to CRM consulting. That makes it a good match for companies seeking HubSpot implementation, account reviews and ongoing administration bundled with research, brand development and media under a single relationship. Organizations requiring advanced technical support on CRM systems other than HubSpot may want to confirm capabilities with the agency first, because its advertised CRM offerings concentrate on that one platform.

Founded in 2000, Progent provides IT consulting and managed technology services from headquarters in San Jose, California, and lists a branch location in the center of Tulsa. Its clientele spans small companies, midsize organizations, large corporations, municipal and other local government bodies, and fellow IT service firms. Network and infrastructure support makes up the bulk of its business. The company also maintains an Application Experts Team, which gives Tulsa-area organizations access to Microsoft Dynamics CRM assistance, covering both the underlying systems and the integration of the platform with existing business information.

CRM Capabilities

Microsoft Dynamics CRM sits at the core of the company's customer relationship management offering. The software lets sales personnel and service representatives work from shared customer information, which can improve selling results and make service delivery more uniform. Progent highlights several platform functions:

• Tracking of prospects and deals in the pipeline
• Complete histories of every customer interaction
• Automated routing and processing of support cases
• A knowledge repository that staff can search

The firm supports the platform in two distinct ways. Its engineers design and deploy the servers, networking, and wireless or remote connectivity that a Dynamics CRM installation depends on. In addition, the Application Experts Team can assign a certified Dynamics CRM specialist to link the software with a client's current marketing, sales, or support records. The company's web development staff also counts Dynamics CRM among its areas of expertise. Progent further provides consulting for Dynamics GP (Great Plains) and Power BI, allowing an organization to rely on a single vendor for customer management, accounting, and business reporting.

How Progent Engages

Organizations can hire the company to resolve one difficult issue, sign up for continuing service, or take on a sizable project. A central selling point is quick remote connection to experienced specialists, among them engineers holding Microsoft certifications and network engineers with Cisco CCIE credentials. According to the firm, it has delivered remote assistance to clients in all fifty states. Bigger organizations may pair Progent with their internal IT departments to cover missing expertise, oversee projects, or handle branch locations in line with corporate policies. The shared help desk operates on ConnectWise Manage, keeping ticketing and reporting consistent regardless of whether Progent staff or in-house personnel address a given problem.

Managed Services and Security

The company's ProSight managed services are billed on a monthly subscription basis. The lineup includes remote monitoring and management, email filtering, SentinelOne-based endpoint protection, cloud backup and disaster recovery, server and network monitoring, patch management, IT asset documentation, and Duo multi-factor authentication. SentinelOne has granted the firm certified partner status, and Progent also resells that vendor's products. A ransomware hotline staffed around the clock is available, along with recovery services, penetration testing, and vulnerability assessments. For organizations adopting CRM, this means one provider can protect and back up the systems where customer information resides.

Background and Credentials

Les Kent, who founded the company and serves as its chief technologist, brings 35 years of IT experience and previously held a contributing editor role at InfoWorld. He created a Windows networking application that earned an award from Microsoft. The firm holds Microsoft AI Cloud Partner status, and its consulting staff handles Windows Server, Exchange, SQL Server, SharePoint, Teams, Intune, Azure, AWS, Cisco, Apple, and Linux. Progent operates in dozens of metropolitan areas throughout North America. Prospective clients should note that CRM represents just one area of expertise within a wide-ranging IT practice rather than the company's sole focus.

Seed Technologies, Inc. is a software and web development firm in Tulsa, Oklahoma, that has been in business since 2004. Most of its clients are small and mid-sized organizations. It does not market itself as a dedicated CRM reseller. It belongs in a CRM directory because it builds integrations: it connects customer relationship management platforms to the other systems a company relies on, using third-party APIs and custom-built web applications.

CRM and Integration Work

The firm's integration practice links business software to outside platforms. These include CRMs, ERP systems, accounting packages, inventory tools, payment gateways, shipping services and data pipelines. The goal is to cut repetitive manual data entry and keep records consistent between systems. Seed Technologies can connect existing software to external services. It can also build web API services that let other applications exchange data with a client's own systems. For buyers whose CRM has to work with custom operational tools, this approach suits integration-heavy projects better than an off-the-shelf configuration would.

• CRM, ERP and accounting integrations through third-party APIs
• Custom web applications tied into existing business systems
• Moving older desktop software to the web
• Planning, prototypes and written specifications for software projects
• AI integration, including preparing and organizing data
• Hosting for web applications, plus ASP.NET development

How They Work With Clients

Seed Technologies says its team can act as a client's outsourced web development department. It keeps planning, design, development, deployment and ongoing support in house. Projects start with discovery, where the team learns about the client's goals. Building and refinement come next, followed by launch and continued maintenance. The company states that its staff is entirely US-based and that support is handled locally from its Tulsa base. Prospective clients can request a consultation and share budget ranges and project details before scoping begins.

Background and Industries

The company started out writing custom applications to help smaller businesses automate operational processes. Over time it added website design, hosting and online marketing. It reports more than 500 customers and over 1,000 completed projects, and it describes itself as one of the larger development companies in Oklahoma. The sectors it lists include:

• Manufacturing, chemical and petroleum
• E-commerce, retail and subscription businesses
• Healthcare, legal and real estate
• Non-profit, government and tribal organizations
• Communications, entertainment, food and hospitality, and service companies

Seed Technologies has offices in Tulsa and Oklahoma City. It is registered for government contracting with a CAGE code and DUNS number, and it lists NAICS codes for custom programming, systems design, data processing and hosting, and software publishing. It may appeal to buyers who want a single local vendor for CRM integrations, custom software and related web or marketing work, rather than a consultant tied to one CRM platform.

Tulsa Internet Marketing, often shortened to Tulsa IM, is an Oklahoma digital agency serving small and mid-sized businesses throughout the northeastern part of the state. The firm does not resell CRM software as its main line of business. Instead, CRM projects fall under its marketing automation offering, in which staff select an automation tool suited to each customer and connect it with that customer's site, inquiry forms, email platform and current CRM. Organizations looking for a CRM tied into a broader system for generating leads, rather than a software deployment handled in isolation, may see the agency as a sensible match.

CRM and automation services

The goal of this offering is to ensure that no inquiry goes unanswered and that every prospect is logged from the moment they first reach out. Tulsa IM builds sequences that gather visitor information on a company's site, send near-instant replies to fresh inquiries, maintain contact with prospects through scheduled messaging and assign each lead to the appropriate staff member. The firm emphasizes measuring how many opportunities these systems save, giving customers a way to connect automation and CRM work with real sales results. Articles on its blog also discuss using artificial intelligence to adjust follow-up messaging according to prospect behavior.

• Selecting and configuring an automation platform
• Integrating the CRM with inquiry forms, the website and email software
• Automatic capture, reply and assignment of new leads
• Nurturing emails, drip series and newsletters
• Artificial intelligence tools for business follow-up
• Measurement of captured leads and follow-up completeness

Industries and service area

The agency's view is that automation delivers the greatest value for businesses receiving more inquiries than their employees can manage manually. Sectors it highlights include home services, construction trades, medical and dental offices, professional firms, retailers and online stores. Among its published customer endorsements is one from a chiropractic office in eastern Oklahoma. Tulsa IM serves eight communities in the greater Tulsa metro, Sapulpa among them, and says it shapes its workflows to reflect how local customers in those towns investigate options and reach purchasing choices.

How the firm works

A single in-house team handles every marketing channel for each customer. Organic search, paid advertising, social platforms, email, online reputation and automation are coordinated as one effort and evaluated against common outcomes like inbound calls, inquiries and revenue. As a result, CRM integration is completed alongside the campaigns that feed it, instead of being bolted on afterward by a separate provider. Onboarding follows four phases: a review of the customer's site, search visibility and competitive landscape; a strategy that prioritizes channels by how fast they are likely to deliver leads; setup and launch of the campaigns; and continual refinement on a monthly basis. The firm states that it does not require lengthy binding agreements and supplies monthly summaries covering search positions, site visits, leads and budget.

Background

Tulsa IM reports roughly a decade and a half of experience in the Tulsa area and operates out of a location on the city's south side. In addition to automation and CRM connections, its services include broad and location-focused search optimization, management of Google Business Profile listings, Google Ads campaign management, unpaid and sponsored social media, and generation of customer reviews. Businesses comparing CRM providers should note that the agency's published materials do not identify particular CRM products, credentials or formal vendor relationships. Its main advantage lies in fitting CRM and automation into a complete marketing operation rather than in extensive custom CRM development.

VoiceFoundry is a cloud contact center specialist, now part of TTEC Digital. It helps organizations connect their customer service operations with the CRM systems their agents use every day. The firm centers its practice on Amazon Connect, the AWS cloud contact center service, and holds Advanced Consulting Partner status in the AWS Partner Network. Buyers looking for a CRM partner will find it most relevant when the goal is tying telephony, chat and agent workflows directly into Salesforce, ServiceNow or Zendesk, rather than a standalone sales CRM rollout.

CRM and CTI integration

The core of its CRM work is computer telephony integration. Agents can see customer records, case history and call context on screen during a call instead of switching between applications. For Salesforce, VoiceFoundry implements the Amazon Connect CTI adapter. It has certified Salesforce staff who handle tasks ranging from advisory work to full custom builds, including screen pops, IVR-driven workflows, and Lightning and Visualforce development. The firm is also partnered on Salesforce Service Cloud while serving as an Amazon Connect integrator, which positions it for Service Cloud Voice projects.

• Salesforce integration features such as agent status syncing, display of call attributes, outbound dialing, and call recordings attached to activity records
• Lambda-based lookups that create and update Contacts and Cases from within contact flows
• ContactBridge, its own connector that shows Amazon Connect calls alongside ServiceNow ITSM incidents, with click-to-dial and automatic incident pops
• A Zendesk connector it developed, offering call control, click-to-call, screen pops, quick links to customer history and real-time transcription

Broader contact center services

Beyond CRM connectivity, the company designs and deploys complete customer engagement solutions. Its offerings include interactive voice response applications, data-driven redesign of IVR experiences, AI and natural language tools that support agents during live interactions, and workforce optimization for scheduling and resource planning. These pieces are typically combined so that an organization's phone system, self-service menus and CRM data operate as a single environment.

How it engages with clients

Engagements can start with advisory work. VoiceFoundry offers discovery and assessment, project management, and UX/UI design for organizations evaluating a move to Amazon Connect or adding capabilities such as chat or AI. For companies leaving on-premises platforms, it plans cloud migration strategies aimed at cutting costs, reducing risk and scaling faster. After go-live, clients can buy managed services for Amazon Connect and related AWS tools, either picking individual services or taking the full program. The firm presents its approach as reducing the complexity and disruption that often come with enterprise software deployments.

Who it serves

VoiceFoundry works with enterprise organizations across many industries whose customer interactions run through contact centers, and its published case studies include a financial services deployment for John Hancock. It also has operations in Australia and Singapore. Since its acquisition, the business operates under the TTEC Digital brand, which gives clients access to a larger customer experience technology organization. It is a strong fit for buyers whose CRM priorities center on agent productivity, service desk integration and voice-enabled customer service.