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Wendt Partners review

CRM implementation, Integration, Migration · Queens, New York City, United States

Reviewed by Eugene SuslovRead September 2026No affiliate links

The claim on the homepage is the leading global enterprise HubSpot CRM implementation partner for B2B, delivered through five service areas: platform, technical, enablement, digital and growth. Eight markets are named, and three of them are the ones generalists usually avoid: architecture, engineering and construction, commercial real estate, and regulated industries.

Security is treated as a selling point rather than a compliance page. The firm says it is North America's first Elite-tier HubSpot partner to achieve SOC 2 compliance, and publishes an IT security page covering network, endpoint, application and cloud controls, access management and alignment with GDPR, CCPA and ISO/IEC 27001 practice.

The master services agreement is published in full, which is the single most useful document on any site in this batch. It answers the three questions buyers usually cannot get answered: who owns the work product, who may perform the services, and who is responsible for software licences.

Who Wendt Partners is for

Regulated and procurement-heavy B2B organisations where a security questionnaire arrives before the statement of work. SOC 2, the published security controls and a standing master services agreement remove most of the friction from that process before the first meeting.

Engineering, construction and commercial real estate firms get dedicated market pages rather than a generic B2B pitch, and the offices in New York and Toronto cover North American cross-border work. The reviews describe implementation and training engagements rather than campaign retainers.

Strengths and limits

Strengths

  • Publishes its full master services agreement, so ownership, subcontracting and licence responsibility are all readable before you sign
  • SOC 2 compliance plus a detailed IT security page, which shortens enterprise vendor review
  • Eight named markets including regulated industries, commercial real estate and architecture, engineering and construction
  • States plainly in its terms that software licences and subscriptions are the client's own responsibility

Limits

  • The agreement gives the firm sole ownership of work product, leaving the client a perpetual non-exclusive licence they may not assign onward without written consent
  • It also allows third parties to perform the services at the firm's discretion, without the client's approval
  • The same terms state there is no obligation to provide dedicated personnel for any engagement
  • No price, rate or minimum is published, and lead generation and marketing sit in the same services list as the platform work

Wendt Partners pricing

The quote page promises a response within one business day and a no-obligation proposal, with no figure attached, and every service page routes there. Each engagement runs under a statement of work whose terms take precedence over the master agreement where the two conflict.

The agreement is worth reading before the first call for reasons other than price. It confirms that third-party software and licences are bought by the client at the client's own cost, that no specific level of completion is guaranteed against a client-side deadline such as a software renewal, and that a two-year non-solicit applies to the firm's employees and contractors.

No prices. The site runs a quote request instead, promising a response within one business day and a no-obligation proposal. The master services agreement is published but carries no rates.

Licences, the build, and whose hands

Does it earn on your licences

Says it does not sell or mark up your licences

Consultant is not responsible for any of Client's software or software licenses or subscriptions all of which are the sole and exclusive responsibility of Client.

Who owns the build

Says it keeps rights in the work

shall be solely owned by Consultant; provided that Client shall retain a perpetual, non-exclusive, royalty-free license to use the Work Product in its business operations

Who does the work

Reserves the right to use third parties

Consultant may from time to time in its discretion engage third parties to perform the Services without the approval or consent of Client.

This records what Wendt Partners publishes about itself, read in September 2026. It is not an assessment of what the firm does in practice.

Verdict

Enterprise buyers whose legal and security teams will review the supplier before the work starts have more to read here than almost anywhere else, and most of it is reassuring. SOC 2, a published security posture, eight named markets and a standing agreement that says licences are the client's own to buy all point at a firm used to formal procurement.

The same document is where the reservations sit. Work product is owned by the firm with a licence back to the client, third parties may be brought in without approval, and no dedicated personnel are promised. Those are ordinary consulting terms, but a buyer who assumed they would own the build should negotiate them rather than discover them later.