Top CRM Consultants in New York City
259 Companies
List of the Top New York City CRM Companies
Sponsored
-
Featured
What are Featured Providers?
$5,000+$200 - $300 / hr10 - 49Serves New York City, NYServices provided
80% CRM Consulting and SI20% Business ConsultingSee all 83 projectsSet2Close is a CRM consultancy specializing in CRM implementation and systems integration, particularly with HubSpot. They consistently receive positive feedback, with 100% of reviewers highlighting their in-depth product knowledge and personalized support. Clients appreciate their affordability and strategic guidance, which simplifies complex processes and enhances operational efficiencies across various industries.
21 of 21 reviews are 5 stars20 new reviews for CRM Consulting and SI servicesLess than $10,000 avg. project costRead 21 Recent ReviewsReviewed 21 times in the past 6 months
In the past six months, clients have consistently praised Set2Close for their effective HubSpot implementation and training. Feedback highlights their responsiveness and flexibility, with one client noting the 'depth of knowledge in the product.' Clients appreciated the structured onboarding process, which led to measurable improvements in lead management and sales efficiency. Overall sentiment is overwhelmingly positive, with multiple reviews indicating that Set2Close exceeded expectations and provided exceptional support throughout the project lifecycle.Was this helpful?
Industry Experience
Set2Close has demonstrated expertise across various industries, including Manufacturing, Medical, Financial Services, Advertising & Marketing, and more. Clients commend their proficiency in HubSpot onboarding, CRM setup, and sales process optimization. Positive feedback highlights their adaptability, depth of knowledge, and effective communication, resulting in enhanced sales pipelines and improved operational efficiency. Overall sentiment suggests strong alignment with businesses seeking tailored CRM solutions, especially in sectors that require detailed technical understanding and support.
Read All ReviewsSelect Industry to see insights
Manufacturing Restaurants Wellness & Fitness Consulting Insurance Business services Consumer Products Retail Non-profit Information technology Arts, entertainment & music Education Agriculture Real estate Advertising & marketing Financial services Construction Transportation Software IT Services Other Industry Healthcare Human Resources MedicalWas this helpful?
Average Project Cost Breakdown
Read All ReviewsWhat Clients Have Said
Clients consistently highlight Set2Close's competitive pricing and strong value for money. One client noted, 'Pricing fit our budget' and 'good value for cost,' while another emphasized the 'great culture fit' and 'high ratings' that influenced their choice. Overall, feedback reflects satisfaction with the cost-effectiveness of services, with many clients expressing appreciation for the comprehensive support received, which exceeded their expectations without breaking the bank.Was this helpful?
2 of 2 New York City-based reviews are 5 stars$10,000 – $49,000 avg. project cost for CRM Consulting and SI services in New York CityRead Similar ReviewsNew York City-based CRM Consulting and SI project highlight
CRM Consulting & SI for Education Company
5.0 — Set 2 Close provides CRM implementation services for an education company. The team has integrated HubSpot's Content Hub, Sales Hub, and Service Hub into the client's operations. Read moreWas this helpful?
$5,000+$200 - $300 / hr50 - 249New York, NYServices provided
100% CRM Consulting and SISee all 15 projectsCloudMasonry 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.
6 of 6 CRM Consulting and SI reviews are 5 stars1 new review for CRM Consulting and SI in past 6 months$50,000 – $199,999 avg. project costRead 6 ReviewsCRM Consulting and SI PROJECT HIGHLIGHT
CRM Consulting & SI for Pharmaceutical Consulting Firm
5.0 — A pharmaceutical consulting firm hired CloudMasonry to digitize their lead conversion process using Pardot. The team also helped the client switch from email alerts to Salesforce for lead Read moreWas this helpful?
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.
Read All ReviewsSelect Industry to see insights
Publishing Education Insurance Financial services Nonprofit IT Services Utilities Arts, entertainment & music Consumer Products PharmaceuticalsWas this helpful?
Average Project Cost Breakdown
Read All ReviewsWhat 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.Was this helpful?
See All Locations (3)New York, NY
33 Irving Place
New York, NY 1000310 - 15
888-668-2525
Was this helpful?
$10,000+$25 - $49 / hr50 - 249Serves New York City, NYServices provided
50% CRM Consulting and SI10% AI Agents10% AI Development +3 services10% ERP Consulting and SI10% Low/No Code Development10% Web DevelopmentSee all 31 projectsCynoteck Technology Solutions Pvt. Ltd. is a CRM Consulting and Systems Integration company known for its strong work ethic and effective project management. They deliver robust CRM solutions with high responsiveness and eagerness to meet client needs, as evidenced by positive feedback from all reviewers.
1 of 1 CRM Consulting and SI reviews are 5 stars1 new review for CRM Consulting and SI in past 6 months$200,000 – $999,999 avg. project costRead 1 ReviewCRM Consulting and SI PROJECT HIGHLIGHT
CRM Development for Coworking Space Company
5.0 — Cynoteck Technology Solutions Pvt. Ltd. has been hired to develop a CRM system for a coworking space company. The team handles the entire development process. Read moreWas this helpful?
Average Project Cost Breakdown
Read All ReviewsWhat Clients Have Said
Cynoteck Technology Solutions Pvt. Ltd. is frequently praised for providing good value for cost, with clients noting that their pricing fits within budget constraints while delivering high-quality results. One client remarked on their 'good value for cost,' while another highlighted that their deliverables exceeded expectations. Overall, the sentiment is positive, with many clients expressing satisfaction with the balance between cost and the quality of services received.Was this helpful?
View projects from:
Was this helpful?
$3,000 Basic Package ideal for first-time CRM users. $8,000 Standard Package ideal for existing CRM users $15,000 Enhanced Package for CRM power-usersView PackagesCRM Implementation Packages
Basic Package: CRM Setup, Lead, Opportunity, Contact, Accounts, Activities, Dashboards ||| Standard Package: All features of Basic Package plus Territory Management, Product & Price Book, Lead Channels, Sales Cadence, Mobile App ||| Enhanced Package: All features of Standard Package plus Team Collaboration, Case Management, AutomationsWas this helpful?
-
$1,000+$25 - $49 / hr10 - 49New York, NY
Services provided
20% CRM Consulting and SI10% BI & Big Data Consulting & SI10% Conversion Optimization +12 services10% Digital Strategy5% Advertising5% Email Marketing5% Marketing Strategy5% Mobile & App Marketing5% Mobile App Development5% Social Media Marketing5% UX/UI Design5% Web Design5% Web Development3% Content Marketing2% Graphic DesignEstablished in 2016, Consu.me is a CRM consulting and SI company. The firm provides CRM consulting and SI and BI & big data consulting & SI.
Read moreSee All Locations (2)New York, NY
224 Fifth Av. Suite F1001, New York, Manhattan
New York, NY 10001(347) 614-0912
Was this helpful?
-
Undisclosed$50 - $99 / hr2 - 9Jersey City, NJ
Services provided
20% CRM Consulting and SI40% Cloud Consulting & SI20% ERP Consulting and SI +1 service20% Other IT Consulting and SISeepath Solutions, a cloud consulting & SI company, is in Jersey City, New Jersey. The team focuses on cloud consulting & SI and CRM consulting and SI.
Read more -
UndisclosedUndisclosed10 - 49New York, NY
Services provided
40% CRM Consulting and SI30% Business Consulting30% Marketing StrategyNomad Marketing Consulting, LLC is a small CRM consulting and SI company based in New York, New York. Their services include CRM consulting and SI and Marketing Strategy.
Read more -
Undisclosed< $25 / hr10 - 49New York, NY
Services provided
10% CRM Consulting and SI35% Web Development30% Web Design +1 service25% Search Engine OptimizationMind Digital Group is a website development company. Launched in 2013, their team offers Web Development and Web Design.
Read moreSee All Locations (3)New York, NY
25 West 31st Street, 11th Floor
New York, NY 10001800.245.2032
Was this helpful?
-
Undisclosed$100 - $149 / hr10 - 49New York, NY
Services provided
10% CRM Consulting and SI20% Digital Strategy20% Web Design +8 services12% Pay Per Click12% Search Engine Optimization8% Conversion Optimization7% Branding5% Social Media Marketing2% Email Marketing2% Marketing Strategy2% Video ProductionMI Digital Agency is a Digital Strategy company. They were established in 1998 and focus on Digital Strategy and Web Design.
Read moreSee All Locations (3)New York, NY
175 Varick Street
New York, NY 10014646.793.4310
Was this helpful?
-
UndisclosedUndisclosedFreelancerNew York, NY
Services provided
50% CRM Consulting and SI50% Market ResearchBW is a CRM consulting and SI and Market Research company. They are located in New York, New York and have small team. Their services include CRM consulting and SI and Market Research.
Read more -
UndisclosedUndisclosed50 - 249Lyndhurst, NJ
Services provided
20% CRM Consulting and SI20% Generative AI20% Sales Outsourcing +4 services10% BI & Big Data Consulting & SI10% Business Consulting10% Marketing Strategy10% Search Engine OptimizationBuzzBoard is a CRM consulting and SI company. The team is in San Francisco, California and Lyndhurst, New Jersey, and their services include CRM consulting and SI and Sales Outsourcing.
Read moreSee All Locations (3)Lyndhurst, NJ
1050 Wall Street West, Suite 630
Lyndhurst, NJ 07071(201) 355-0066
Was this helpful?
-
UndisclosedUndisclosed10 - 49New York, NY
Services provided
20% CRM Consulting and SI50% ERP Consulting and SI15% Cloud Consulting & SI +1 service15% IT Strategy ConsultingFounded in 2009, Dynamic Consulting is an ERP consulting and SI company. The company specializes in ERP consulting and SI and CRM consulting and SI, and is small.
Read moreSee All Locations (2)New York, NY
One Little West 12th St.
New York, NY 10014312-281-4876
Was this helpful?
-
UndisclosedUndisclosed10 - 49Fairfield, NJ
Services provided
20% CRM Consulting and SI20% BI & Big Data Consulting & SI20% Cloud Consulting & SI +2 services20% IT Managed Services20% Other IT Consulting and SIHeadquartered in Fairfield, New Jersey, Quikteks LLC is a big data company. They focus on BI & big data consulting & SI and cloud consulting & SI and were founded in 2002.
Read more
Share your project goals, and we’ll connect you with verified partners who fit your budget and timeline.
Get My MatchesTell us what you need — we’ll match you with top agencies in minutes.
Get My MatchesWhy Trust Clutch
At Clutch, we believe trust is the foundation of every business relationship. Our mission is to help buyers make confident, data-backed decisions informed by real client experiences.
Every review on Clutch undergoes a rigorous, human-led verification process to make sure it’s valid. Our team of specialists confirms the identity of each reviewer, ensures the project is legitimate, and only publishes reviews that meet our strict criteria.
Verification doesn’t stop at the point of publication. Our Trust & Safety team routinely audits older reviews against our guidelines. When reviews fall short of our standards, we remove them.
We evaluate service providers using a structured methodology that combines:
- In-depth client interviews and ratings
- 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.
Rollover to see company insights or click a company below for more details.
A Clutch Leaders Matrix provides a broad view of the top-performing companies in a particular service or location. Each company featured in a Leaders Matrix is evaluated based on Focus and Ability to Deliver. The size of each circle indicates that company’s size.
By using verified reviews, focused service details, and real project data, the Leaders Matrix highlights companies that consistently deliver and stand out from the rest. Each company’s position is based on how well they focus on a service area and how consistently they deliver results, helping you make informed, confident decisions. Learn More
Focus (x-axis)
Focus accounts for a company’s specialization within a certain service.
Ability to Deliver (y-axis)
Ability to Deliver considers three criteria:
- Client feedback and reviews
- Work experience and previous projects
- Market presence and reputation in the industry
List of the Top 15 New York City CRM Companies
-
$5,000+$200 - $300 / hr50 - 249Chicago, IL
Ability to deliver
35.2/40.017.4/20 Reviews10/10 Clients & Experience7.8/10 Market PresenceService focus
100% CRM Consulting and SI -
$50,000+$150 - $199 / hr1,000 - 9,999New York, NY
Ability to deliver
32.9/40.016.2/20 Reviews6.8/10 Clients & Experience9.9/10 Market PresenceService focus
30% CRM Consulting and SI70% Other -
$25,000+$25 - $49 / hr1,000 - 9,999Orlando, FL
Ability to deliver
40/40.020/20 Reviews10/10 Clients & Experience10/10 Market PresenceService focus
10% CRM Consulting and SI90% Other -
$25,000+$50 - $99 / hr50 - 249New York, NY
Ability to deliver
31.8/40.015.6/20 Reviews7.7/10 Clients & Experience8.5/10 Market PresenceService focus
60% CRM Consulting and SI40% Other -
$5,000+$25 - $49 / hr250 - 999New York, NY
Ability to deliver
32.2/40.017/20 Reviews7.9/10 Clients & Experience7.3/10 Market PresenceService focus
25% CRM Consulting and SI75% Other -
$10,000+$200 - $300 / hr50 - 249New York, NY
Ability to deliver
31/40.015.2/20 Reviews7.6/10 Clients & Experience8.2/10 Market PresenceService focus
40% CRM Consulting and SI60% Other -
$25,000+$200 - $300 / hr1,000 - 9,999New York, NY
Ability to deliver
33.4/40.016.2/20 Reviews7.8/10 Clients & Experience9.4/10 Market PresenceService focus
15% CRM Consulting and SI85% Other -
$5,000+$100 - $149 / hr2 - 9Nicosia, Cyprus
Ability to deliver
28.8/40.016.4/20 Reviews7.3/10 Clients & Experience5.2/10 Market PresenceService focus
60% CRM Consulting and SI40% Other -
$5,000+$150 - $199 / hr50 - 249Los Angeles, CA
Ability to deliver
35.6/40.017.2/20 Reviews10/10 Clients & Experience8.4/10 Market PresenceService focus
15% CRM Consulting and SI85% Other -
$10,000+$25 - $49 / hr250 - 999New York, NY
Ability to deliver
34.7/40.017.6/20 Reviews10/10 Clients & Experience7.1/10 Market PresenceService focus
10% CRM Consulting and SI90% Other -
$5,000+$150 - $199 / hr2 - 9New York, NY
Ability to deliver
24.5/40.016.2/20 Reviews2/10 Clients & Experience6.4/10 Market PresenceService focus
70% CRM Consulting and SI30% Other -
$5,000+$150 - $199 / hr2 - 9New York, NY
Ability to deliver
29.4/40.016.2/20 Reviews6.3/10 Clients & Experience6.9/10 Market PresenceService focus
35% CRM Consulting and SI65% Other -
$1,000+$100 - $149 / hr50 - 249New Rochelle, NY
Ability to deliver
33.4/40.018/20 Reviews8.1/10 Clients & Experience7.3/10 Market PresenceService focus
10% CRM Consulting and SI90% Other -
Undisclosed$100 - $149 / hr1,000 - 9,999New York, NY
Ability to deliver
22.6/40.017/20 Reviews0/10 Clients & Experience5.6/10 Market PresenceService focus
40% CRM Consulting and SI60% Other -
$10,000+$25 - $49 / hr250 - 999New York, NY
Ability to deliver
22.4/40.016.8/20 Reviews0/10 Clients & Experience5.6/10 Market PresenceService focus
35% CRM Consulting and SI65% Other -
$10,000+$150 - $199 / hr1,000 - 9,999Chicago, IL
Ability to deliver
22.1/40.016.2/20 Reviews0/10 Clients & Experience5.9/10 Market PresenceService focus
40% CRM Consulting and SI60% Other -
$1,000+$50 - $99 / hr50 - 249Dover, DE
Ability to deliver
32.2/40.020/20 Reviews5.7/10 Clients & Experience6.5/10 Market PresenceService focus
10% CRM Consulting and SI90% Other -
$5,000+$150 - $199 / hr50 - 249Dublin, Ireland
Ability to deliver
21.5/40.016.6/20 Reviews0/10 Clients & Experience4.9/10 Market PresenceService focus
90% CRM Consulting and SI10% Other -
$1,000+$150 - $199 / hr10 - 49Sandy Springs, GA
Ability to deliver
31.5/40.016.6/20 Reviews8.8/10 Clients & Experience6.1/10 Market PresenceService focus
10% CRM Consulting and SI90% Other -
$50,000+$150 - $199 / hr10 - 49San Francisco, CA
Ability to deliver
21.8/40.016.2/20 Reviews0/10 Clients & Experience5.6/10 Market PresenceService focus
40% CRM Consulting and SI60% Other -
$5,000+$50 - $99 / hr10 - 49Maplewood, NJ
Ability to deliver
17.4/40.017.4/20 Reviews0/10 Clients & Experience0/10 Market PresenceService focus
50% CRM Consulting and SI50% Other -
Undisclosed$150 - $199 / hr10 - 49Englewood, NJ
Ability to deliver
26.1/40.016.2/20 Reviews3.7/10 Clients & Experience6.2/10 Market PresenceService focus
10% CRM Consulting and SI90% Other -
$1,000+< $25 / hr250 - 999New York, NY
Ability to deliver
23.4/40.017.6/20 Reviews0/10 Clients & Experience5.8/10 Market PresenceService focus
10% CRM Consulting and SI90% Other -
UndisclosedUndisclosed1,000 - 9,999New York, NY
Ability to deliver
15.2/40.04.4/20 Reviews1.8/10 Clients & Experience9/10 Market PresenceService focus
20% CRM Consulting and SI80% Other -
$5,000+$150 - $199 / hr2 - 9New York, NY
Ability to deliver
22.7/40.016.2/20 Reviews1.4/10 Clients & Experience5.2/10 Market PresenceService focus
10% CRM Consulting and SI90% Other -
$5,000+$50 - $99 / hr10 - 49Brooklyn, NY
Ability to deliver
18.8/40.014.8/20 Reviews0/10 Clients & Experience4/10 Market PresenceService focus
20% CRM Consulting and SI80% Other -
UndisclosedUndisclosed250 - 999New York, NY
Ability to deliver
9.2/40.00/20 Reviews2.1/10 Clients & Experience7.1/10 Market PresenceService focus
50% CRM Consulting and SI50% Other -
$1,000+$100 - $149 / hr2 - 9Brooklyn, NY
Ability to deliver
18.6/40.014.6/20 Reviews0/10 Clients & Experience4/10 Market PresenceService focus
10% CRM Consulting and SI90% Other -
Undisclosed$200 - $300 / hr1,000 - 9,999Teaneck, NJ
Ability to deliver
6/40.00/20 Reviews0/10 Clients & Experience6/10 Market PresenceService focus
50% CRM Consulting and SI50% Other -
$10,000+$50 - $99 / hr1,000 - 9,999San Francisco, CA
Ability to deliver
6/40.00/20 Reviews0/10 Clients & Experience6/10 Market PresenceService focus
30% CRM Consulting and SI70% Other
Latest CRM Articles
See all articles
A Data Breach Response Guide for Small Businesses
One data breach can undo years of customer trust. With the right response strategy, your brand can limit the damage and come back stronger.
10 Tips for Better Security Hygiene
Good security hygiene is paramount to protect your information, finances, and identity. Explore these 10 essential tips to improve your personal online...
Get personalized agency matches based on your project goals.