Top CRM Consultants
Customer Relationship Management (CRM) consulting helps businesses select, implement, integrate, and optimize the CRM platform that runs their sales, marketing, and customer service operations. A CRM consultant audits your workflows, migrates and cleans customer data, customizes and configures the system, connects it to tools like ERP and marketing automation, and trains your team so the platform actually gets adopted.
Most CRM consultants specialize by platform. On Clutch you can compare verified Salesforce consultants, HubSpot partners, and Microsoft Dynamics consultants along with firms supporting Zoho, NetSuite, Oracle, and other systems, so you can shortlist partners certified in the platform you already run or plan to adopt.
Engagements here typically start at a $1,000 minimum project size, with hourly rates running from under $25 to $300+ depending on platform complexity and seniority; entry-level configuration work commonly falls in the $25–$49/hr band. Every firm listed is verified through Clutch's review process, which confirms business registration, legal history, and client feedback, so you can compare on evidence rather than marketing.
15 Leaders 15 Contenders
8,910 Companies
List of the Top CRM Companies
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Featured
What are Featured Providers?
$1,000+$25 - $49 / hr50 - 249Thorold, CanadaServices provided
40% CRM Consulting and SI30% E-Commerce Development30% Web DevelopmentSee all 45 projectsComputan is a versatile web development company offering comprehensive services, including WordPress and HubSpot development, CMS integration, and digital marketing support. Overall, 100% of reviews highlight their technical expertise and reliability, with approximately 85% praising their timeliness and communication. Clients appreciate Computan's adaptability and value for cost, though some suggest minor improvements in project delivery visibility and proactive communication.
Reviews mention Receptive
Clients consistently highlight Computan's receptiveness to feedback, describing their team as a true partner in the development process. One client noted how Computan's flexibility allowed them to implement real-time changes and incorporate feedback from their entire engineering team, significantly enhancing project efficiency. The sentiment is overwhelmingly positive, with clients expressing satisfaction at Computan's ability to listen and adapt, leading to a collaborative and successful partnership.-
WordPress Web Design & Dev for IoT Networking Company
5.0 Aug 13, 2020Their team’s excellent. They made changes quickly in real-time. I needed to show measurable results. COVID-19 happened soon after we started the project, so the website became everything. Their team ramped up quickly and continued to release features. They’re so flexible. Their team was a partner and essentially became part of our team. Unlike our previous partner, our team can talk with Computan directly. They listen to us.
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Industry Experience
Computan has demonstrated strong expertise across various industries, including Advertising & Marketing, Education, Healthcare, E-commerce, and Technology. Clients consistently praise their responsiveness, flexibility, and the quality of deliverables, particularly in web development and integration projects. Sentiment is generally positive, highlighting their ability to adapt and collaborate effectively. Their services are well-suited for organizations seeking reliable web development and maintenance, especially those utilizing platforms like WordPress and HubSpot.
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Automotive Advertising & marketing Healthcare IT Services Education Beauty & Cosmetics Wellness & Fitness Logistics & Supply Chain Software Media Consulting Manufacturing Telecommunications Hospitality & leisure Nonprofit Information technology Business services Research Other IndustryWas this helpful?
Average Project Cost Breakdown
Read All ReviewsWhat Clients Have Said
Computan has been recognized for providing excellent value for money, with clients frequently noting that their pricing aligns well with project budgets. One client highlighted that Computan delivered exceptional quality of work for the cost, stating, 'the quality of work we get for the cost is something I have not seen in any agency I have worked.' Another client emphasized their competitive pricing, stating it was a decisive factor in their selection. Overall, sentiment regarding Computan's cost-effectiveness and value remains highly positive.Was this helpful?
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$5,000+$200 - $300 / hr10 - 49kamloops, CanadaServices provided
40% CRM Consulting and SI10% Account-Based Marketing10% Digital Strategy +4 services10% Email Marketing10% Recruiting10% Sales Outsourcing10% StaffingSee all 102 projectsSet2Close is a CRM Consultancy specializing in CRM Implementation, Integration, and Customer Relationship Management Consulting. They receive consistently positive feedback, with 100% of reviews highlighting their expertise in HubSpot, exceptional project management, and personalized support. Clients particularly appreciate their organized approach and ability to tailor solutions to specific business needs, as noted in 80% of the reviews.
17 of 17 reviews are 5 stars17 new reviews for CRM Consulting and SI servicesLess than $10,000 avg. project costRead 17 Recent ReviewsReviewed 17 times in the past 6 months
In the past six months, Set2Close has received overwhelmingly positive feedback from clients, highlighting their expertise and personalized support in HubSpot implementation and training. Clients praised the team's knowledge and responsiveness, particularly noting Jeremy's and Miles' contributions. For instance, one client mentioned the 'amazing onboarding experience,' while another appreciated the tailored training that facilitated their understanding of HubSpot. Overall, clients expressed satisfaction with Set2Close's ability to deliver value and meet their unique needs, with no significant areas for improvement noted.Was this helpful?
77 of 82 CRM Consulting and SI reviews are 5 stars17 new reviews for CRM Consulting and SI in past 6 monthsLess than $10,000 avg. project costRead 82 ReviewsCRM 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 moreWas this helpful?
Industry Experience
Set2Close has demonstrated expertise across various industries, including advertising, healthcare, information technology, and education. Clients consistently praise their comprehensive HubSpot onboarding, CRM customization, and training, which have led to improved operational efficiency and enhanced marketing capabilities. Sentiment remains highly positive, particularly in healthcare and IT sectors, where their tailored solutions effectively drive business growth. Prospective clients in these industries can expect strong support and a proactive approach to achieving their project goals.
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Media Consulting Restaurants Wellness & Fitness 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 Real estate Other industries Advertising & marketingWas this helpful?
More responsive than most other service providers
Get in TouchSet2Close is very responsive
They are a great candidate to start a conversation with. Send them a short message or project inquiry.Was this helpful?
$1,000+$25 - $49 / hr50 - 249Austin, TXServices provided
70% CRM Consulting and SI10% AI Development10% API Development +1 service10% IT Staff AugmentationSee all 103 projectsPeeklogic, LLC specializes in CRM Consultancy, CRM Implementation, and CRM Integration, with a focus on Salesforce solutions. Based on client reviews, 100% of the feedback is positive, highlighting their professionalism, timely delivery, and strong communication skills. Clients frequently mention Peeklogic's ability to rescue and enhance complex projects, demonstrating their expertise in Customer Relationship Management Integration.
Reviews mention Accessible
Clients have consistently praised Peeklogic, LLC for their accessibility, noting timely and effective communication. One client highlighted their 'steady and timely' communication style, while another emphasized the ease of reaching out via Slack, which facilitated quick responses to queries. The overall sentiment reflects a strong appreciation for Peeklogic's approachability and support, contributing positively to project success.-
CRM Solution Integration & Support for AI Technology Co
5.0 Jul 9, 2024Peeklogic managed our project effectively by delivering items on time and responding promptly to our needs with clear communication and adaptability. We create hundreds of jira tickets each month directly from salesforce using peeklogic and user feedback has also been positive, with reported improvements in ease of use and efficiency. They were highly responsive and available at all times, ensuring that any issues were addressed promptly.
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15 of 15 reviews are 5 stars12 new reviews for CRM Consulting and SI servicesLess than $10,000 avg. project costRead 15 Recent ReviewsReviewed 15 times in the past 6 months
In recent reviews, clients consistently praise Peeklogic, LLC for their excellent project management, timely delivery, and strong communication. For instance, Mailtrap highlighted their ability to restore a damaged Salesforce project, leading to improved customer experiences. CSE Electric commended their swift creation of a ticketing system, while Morrison Financial Services noted significant operational efficiency gains through Salesforce enhancements. Overall, sentiment is overwhelmingly positive, with clients expressing high satisfaction and no significant areas for improvement.Was this helpful?
More responsive than most other service providers
Get in TouchPeeklogic, LLC is very responsive
They are a great candidate to start a conversation with. Send them a short message or project inquiry.Was this helpful?
$8,000 Teams needing ongoing admin support $10,000 Organizations needing regular development work $12,000 Organizations using multiple Salesforce CloudsView PackagesDedicated Salesforce Team (Admin/Developer)
Get a dedicated Salesforce team to continuously manage, develop, and optimize your Salesforce environment. Peeklogic provides experienced Salesforce administrators and developers who work as an extension of your teamWas this helpful?
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UndisclosedUndisclosed10 - 49Edmonton, Canada
Services provided
14% CRM Consulting and SI15% IT Strategy Consulting15% Other Application Development +4 services14% Cloud Consulting & SI14% Custom Software Development14% Other IT Consulting and SI14% Web DevelopmentSmall IT strategy consulting company Techmate Labs , is in Edmonton, Canada. The team focuses on IT strategy consulting and Other Application Development.
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$5,000+$100 - $149 / hr2 - 9
Services provided
10% CRM Consulting and SI60% AI Consulting30% Generative AISee all 3 projectsFlowSystem AI is an AI consulting and implementation firm that helps businesses evaluate, design, and deploy practical AI systems inside real operations. We work with owner-led and service-based
Read more$1,500 AI workflow audit and CRM map $3,000 CRM automation implementation support $5,000 CRM AI operating system supportView PackagesAI Consulting for CRM Workflows
AI consulting and implementation support for teams whose CRM, intake, follow-up, reporting, and handoffs still depend on manual work. We map the workflow, clean up the operating logic, and build practical AI-assisted CRM automations inside the tools your team already uses.Was this helpful?
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Featured
What are Featured Providers?
$5,000+$200 - $300 / hr50 - 249Chicago, ILServices provided
100% CRM Consulting and SISee all 15 projectsCloudMasonry is a CRM Consultancy specializing in CRM Implementation, CRM Integration, and Customer Relationship Management Consulting services. Their reviews reflect a high level of expertise, professionalism, and client satisfaction, with 100% of reviewers expressing positive feedback. Clients commend their proactive approach, knowledge in CRM systems, and ability to deliver projects on time and within budget.
Reviews mention Collaborative
Clients consistently commend CloudMasonry for their collaborative approach and adaptability. For instance, one client highlighted that the team not only responded to their needs but also helped clarify them, transforming a vague concept into a detailed plan. Another client noted the effective collaboration between developers, emphasizing clear communication and a strategic partnership that evolved through ongoing discussions. Overall, the sentiment reflects a strong appreciation for CloudMasonry's teamwork and ability to foster a productive working relationship.-
Salesforce Web Development for Financial Institution
4.5 Aug 25, 2021It 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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Salesforce Automation & Functionality Dev for Direct Energy
5.0 Jan 27, 2021The main thing that comes to mind is their partnership. It’s not like I’m asking them to execute a specific task. Rather, they hear what we’re asking for and pose probing questions to get a better sense of our needs. It just evolves into a strategic collaboration from there.
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6 of 6 CRM Consulting and SI reviews are 5 stars$50,000 – $199,999 avg. project costRead 6 ReviewsCRM Consulting and SI PROJECT HIGHLIGHT
Salesforce Support for Publishing Company
5.0 — CloudMasonry provides Salesforce support to a publishing firm. The team has set up a new Salesforce Service Cloud instance and transferred all customer service emails from the legacy platform into Read moreWas this helpful?
Industry Experience
CloudMasonry has garnered positive feedback across various industries, including education, financial services, insurance, and arts & entertainment. Clients commend their expertise in Salesforce and Pardot for enhancing communication strategies, reporting, and process automation. The general sentiment reflects CloudMasonry's strengths in project management, responsiveness, and delivering tailored solutions, making them an excellent fit for clients in sectors like education and financial services seeking robust digital transformation.
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Education Arts, entertainment & music Insurance Publishing Financial services Nonprofit IT Services Utilities Pharmaceuticals Consumer ProductsWas this helpful?
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$1,000+< $25 / hr2 - 9
Services provided
10% CRM Consulting and SI20% Email Marketing15% Pay Per Click +6 services15% Search Engine Optimization10% Conversion Optimization10% Demand Generation Marketing10% Digital Strategy5% UX/UI Design5% Web DesignReal Results Agency (RRA) is an Email Marketing company based in Ho Chi Minh City, Vietnam. Their services include Email Marketing and Pay Per Click.
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$1,000+$50 - $99 / hr10 - 49Coral Gables, FL
Services provided
10% CRM Consulting and SI10% Advertising10% Business Consulting +7 services10% Conversion Optimization10% Digital Strategy10% Ecommerce Marketing10% Email Marketing10% Fractional CMO Services10% Marketing Strategy10% Pay Per ClickSee all 1 projectsEPIC Label Marketing Agency specializes in CRM Consultancy, CRM Implementation, and CRM Integration services, aiming to remove data silos and optimize sales and marketing efforts. Reviews highlight their impressive speed in implementation, effective communication, and ability to deliver results on time, leading to improved sales efficiency and increased leads. Overall, clients appreciate their value, alignment with company values, and positive outcomes.
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$1,000+$25 - $49 / hrFreelancer
Services provided
10% CRM Consulting and SI10% AI Agents10% AI Development +7 services10% Branding10% Conversion Optimization10% Ecommerce Marketing10% Email Marketing10% Logo10% Web Design10% Web DevelopmentEcho Reach, a branding agency, was launched in 2024. The team offers Branding and Email Marketing and is located in Ita Oniyan, Nigeria.
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$10,000+$200 - $300 / hr2 - 9Birmingham, England
Services provided
10% CRM Consulting and SI40% Custom Software Development10% Digital Strategy +4 services10% Low/No Code Development10% Mobile App Development10% UX/UI Design10% Web DevelopmentBeing Guided, a software development company, was established in 2000. Headquartered in Birmingham, England, the team focuses on Custom Software Development and Digital Strategy.
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$5,000+$100 - $149 / hr2 - 9Clontarf, Australia
Services provided
10% CRM Consulting and SI10% Advertising10% Branding +7 services10% Broadcast Video10% Content Marketing10% Digital Strategy10% Graphic Design10% Marketing Strategy10% Social Media Marketing10% Web DesignEstablished in 1994, John Cochrane Advertising, a small Advertising company, is based in Clontarf, Australia. Their services include Advertising and Branding.
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UndisclosedUndisclosed2 - 9Dubai, United Arab Emirates
Services provided
10% CRM Consulting and SI40% IT Managed Services20% Call Center Services +3 services10% ERP Consulting and SI10% Web Design10% Web DevelopmentShazeb ICT is an IT managed services company founded in 2009. Their services include IT managed services and Call Center Services.
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$1,000+$100 - $149 / hr2 - 9
Services provided
10% CRM Consulting and SI15% Email Marketing15% Search Engine Optimization +6 services15% Social Media Marketing10% Digital Strategy10% Other Digital Marketing10% Pay Per Click10% Web Design5% BrandingEstablished in 2018, Operatio Marketing is a social media marketing agency. The team specializes in Social Media Marketing and Email Marketing.
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$5,000+< $25 / hr2 - 9Gómez Palacio, Mexico
Services provided
10% CRM Consulting and SI15% Digital Strategy15% Email Marketing +5 services15% Social Media Marketing15% Web Design10% Conversion Optimization10% Pay Per Click10% UX/UI DesignLaunched in 2004, EstrategiasWeb is a Digital Strategy company. Their team focuses on Digital Strategy and Email Marketing.
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$1,000+< $25 / hr2 - 9London, England
Services provided
10% CRM Consulting and SI10% AI Development10% BI & Big Data Consulting & SI +7 services10% Branding10% Custom Software Development10% Digital Engineering10% Mobile & App Marketing10% UX/UI Design10% Web Design10% Web DevelopmentLucid UX is a branding company located in London, England. They specialize in Branding and Mobile & App Marketing and were founded in 1999.
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UndisclosedUndisclosed2 - 9
Services provided
10% CRM Consulting and SI25% Pay Per Click25% Search Engine Optimization +2 services20% Email Marketing20% Social Media MarketingCrystal Clear SEO is a SEO services firm. They are located in Springfield, Missouri and have small team. Their team focuses on Search Engine Optimization and Pay Per Click.
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$1,000+$100 - $149 / hr2 - 9
Services provided
10% CRM Consulting and SI15% Marketing Strategy15% Pay Per Click +5 services15% Search Engine Optimization15% Web Design10% Advertising10% Conversion Optimization10% Web DevelopmentBusic Digital is a Marketing Strategy company. They were founded in 2018, and their services include Marketing Strategy and Pay Per Click.
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$5,000+$50 - $99 / hr2 - 9Cedar Hill, TX
Services provided
10% CRM Consulting and SI30% Web Design20% Pay Per Click +2 services20% Search Engine Optimization20% Social Media MarketingRhino Web Group is a small web design company founded in 2007. Their team specializes in Web Design and Pay Per Click.
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Undisclosed$25 - $49 / hr2 - 9Bucharest, Romania
Services provided
10% CRM Consulting and SI45% Email Marketing15% Digital Strategy +4 services10% Marketing Strategy10% Search Engine Optimization5% Other Digital Marketing5% Other MarketingMaxDigital.ro is a small Email Marketing company launched in 2008. Their team offers Email Marketing and Digital Strategy.
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$5,000+$150 - $199 / hr2 - 9Caluire-et-Cuire, France
Services provided
10% CRM Consulting and SI90% Email MarketingMailSoar is an Email Marketing company. The team provides Email Marketing and CRM consulting and SI, and the agency is based in Caluire-et-Cuire, France.
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$1,000+$100 - $149 / hr2 - 9Amsterdam, Netherlands
Services provided
10% CRM Consulting and SI15% Branding15% Content Marketing +5 services15% Search Engine Optimization15% Web Design10% Email Marketing10% Social Media Marketing10% Web DevelopmentBranding firm Unmuted is headquartered in Amsterdam, Netherlands. Their services include Branding and Content Marketing.
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$1,000+$25 - $49 / hr2 - 9Melbourne, Australia
Services provided
10% CRM Consulting and SI20% IT Managed Services20% IT Staff Augmentation +4 services20% Other IT Consulting and SI10% Cloud Consulting & SI10% Cybersecurity10% IT Strategy ConsultingFounded in 2019, Cloud Solution IT, a small IT managed services company, is based in Melbourne, Australia. Their services include IT managed services and IT staff augmentation.
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$1,000+$25 - $49 / hr2 - 9Szeged, Hungary
Services provided
10% CRM Consulting and SI30% Custom Software Development25% ERP Consulting and SI +7 services5% Application Management & Support5% Conversion Optimization5% IT Managed Services5% IT Strategy Consulting5% Mobile & App Marketing5% Mobile App Development5% Web DevelopmentBerényiSoft Ltd. Is a custom software development firm. In Szeged, Hungary, their small team focuses on Custom Software Development and ERP consulting and SI. The company was launched in 2018.
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$10,000+$100 - $149 / hr2 - 9Milton, Canada
Services provided
10% CRM Consulting and SI35% Web Design20% Digital Strategy +3 services15% Branding10% Pay Per Click10% Search Engine OptimizationSandbox Media, a web design agency, was established in 2008. The team provides Web Design and Digital Strategy and is located in Milton, Canada and Toronto, Canada.
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UndisclosedUndisclosed2 - 9Bristol, England
Services provided
10% CRM Consulting and SI45% Email Marketing45% Search Engine OptimizationThe Digital Marketing Fairy is an Email Marketing company in Bristol, England. Launched in 2014, the team specializes in Email Marketing and Search Engine Optimization.
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$1,000+$25 - $49 / hr2 - 9
Services provided
10% CRM Consulting and SI20% Search Engine Optimization15% Digital Strategy +6 services15% IT Strategy Consulting10% ERP Consulting and SI10% Low/No Code Development10% Web Design5% Logo5% Pay Per ClickSEO company Fidelity Prime Web Solutions was launched in 1992. In Paphos, Cyprus, the team specializes in Search Engine Optimization and Web Design.
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$5,000+Undisclosed2 - 9Portland, OR
Services provided
10% CRM Consulting and SI10% Branding10% Content Marketing +7 services10% Email Marketing10% Logo10% Marketing Strategy10% Pay Per Click10% Search Engine Optimization10% Social Media Marketing10% Web DesignFlyrise is a branding firm. Based in Portland, Oregon, their small team provides Branding and Marketing Strategy. The firm was established in 2015.
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$1,000+< $25 / hr2 - 9
Services provided
10% CRM Consulting and SI10% Branding10% E-Commerce Development +7 services10% ERP Consulting and SI10% Email Marketing10% Mobile App Development10% Pay Per Click10% Search Engine Optimization10% Social Media Marketing10% UX/UI DesignTechMozo is a branding agency. They specialize in Branding and Social Media Marketing and were launched in 2022. The firm is headquartered in Delhi, India.
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$10,000+$50 - $99 / hr2 - 9
Services provided
10% CRM Consulting and SI50% ERP Consulting and SI10% Generative AI +6 services5% AI Consulting5% AI Development5% BI & Big Data Consulting & SI5% IT Staff Augmentation5% IT Strategy Consulting5% Other IT Consulting and SINovasoft is an ERP consulting and SI company founded in 2023. The small team offers ERP consulting and SI and CRM consulting and SI.
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UndisclosedUndisclosed2 - 9
Services provided
10% CRM Consulting and SI50% AI Development40% API DevelopmentLocusive is an artificial intelligence company. The Newark, Delaware-based firm was founded in 2023. Their team specializes in Artificial Intelligence and API Development.
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$5,000+$200 - $300 / hr2 - 9Sydney, Australia
Services provided
10% CRM Consulting and SI15% Conversion Optimization10% Business Consulting +8 services10% Cloud Consulting & SI10% Email Marketing10% IT Strategy Consulting10% Product Marketing10% Unified Communications Consulting & SI5% AI Consulting5% Account-Based Marketing5% SMS MarketingEstablished in 2021, Unlocking Growth is a Conversion Optimization company. The team focuses on Conversion Optimization and Email Marketing.
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$1,000+$50 - $99 / hr2 - 9
Services provided
10% CRM Consulting and SI10% API Development10% Application Management & Support +7 services10% Application Testing10% Custom Software Development10% E-Commerce Development10% Mobile App Development10% Other Application Development10% Search Engine Optimization10% Web DevelopmentNew vibrations Ltd., a SEO company, specializes in Search Engine Optimization and CRM consulting and SI. The company is located in Split, Croatia.
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UndisclosedUndisclosed2 - 9
Services provided
10% CRM Consulting and SI40% SMS Marketing35% Email Marketing +1 service15% Marketing StrategyHashtag SMS is a SMS Marketing company. Their small team is headquartered in Delhi, India and focuses on SMS Marketing and Email Marketing. The company was launched in 2019.
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$1,000+Undisclosed2 - 9Miami, FL
Services provided
10% CRM Consulting and SI20% E-Commerce Development10% Low/No Code Development +6 services10% Marketing Strategy10% Pay Per Click10% Search Engine Optimization10% UX/UI Design10% Web Design10% Web DevelopmentBelegantt Llc is a website development firm. The team provides Web Development and E-Commerce Development, and the firm is located in Miami, Florida and València, Spain.
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UndisclosedUndisclosed2 - 9
Services provided
10% CRM Consulting and SI10% Advertising10% Affiliate Marketing +7 services10% Branding10% Business Consulting10% Content Marketing10% Corporate Photography10% Marketing Strategy10% Public Relations10% Sales OutsourcingKR1STNA Media is an Advertising company. Launched in 2018, the agency focuses on Advertising and Branding.
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$1,000+$150 - $199 / hr2 - 9
Services provided
10% CRM Consulting and SI75% Email Marketing15% Marketing StrategyEmailpro ApS, an Email Marketing company, was launched in 2018. The small team specializes in Email Marketing and Marketing Strategy.
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$1,000+$100 - $149 / hr2 - 9
Services provided
10% CRM Consulting and SI15% AI Agents15% Business Consulting +6 services10% Digital Strategy10% Graphic Design10% Logo10% Search Engine Optimization10% Social Media Marketing10% Web DesignIn St. Catharines, Canada, Visibility Boosters Inc is a Business Consulting company. Their services include Business Consulting and AI Agents.
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$1,000+$50 - $99 / hr2 - 9
Services provided
10% CRM Consulting and SI10% Custom Software Development10% Graphic Design +7 services10% IT Managed Services10% Logo10% Mobile App Development10% Search Engine Optimization10% UX/UI Design10% Web Design10% Web DevelopmentDiyojen Digital Solutions is a small SEO services firm. They provide Search Engine Optimization and Web Design and were founded in 2022.
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$1,000+$100 - $149 / hr2 - 9
Services provided
10% CRM Consulting and SI30% IT Managed Services20% Cybersecurity +4 services10% Cloud Consulting & SI10% IT Strategy Consulting10% Other IT Consulting and SI10% Unified Communications Consulting & SIAspendora Technologies, LLC, an IT managed services company, was founded in 2010. The agency offers IT managed services and Cybersecurity, and is small.
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$5,000+$50 - $99 / hr2 - 9
Services provided
10% CRM Consulting and SI20% Web Design10% Custom Software Development +9 services10% E-Commerce Development10% ERP Consulting and SI10% IT Strategy Consulting5% Corporate Photography5% Event Management5% Event Marketing5% Graphic Design5% IT Managed Services5% UX/UI DesignWebDevBuilders Ltd is a web design company. They were established in 2017, and their services include Web Design and Custom Software Development.
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$1,000+< $25 / hr10 - 49Rajkot, India
Services provided
10% CRM Consulting and SI10% Blockchain10% Custom Software Development +7 services10% E-Commerce Development10% ERP Consulting and SI10% IT Strategy Consulting10% Mobile App Development10% UX/UI Design10% Web Design10% Web DevelopmentCodegrin Technologies is a web design company. Based in Rajkot, India, the team specializes in Web Design and UX/UI Design.
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$1,000+$25 - $49 / hr10 - 49Sahibzada Ajit Singh Nagar, India
Services provided
10% CRM Consulting and SI35% Web Development25% E-Commerce Development +4 services10% Custom Software Development10% Low/No Code Development5% AI Development5% IT Strategy ConsultingLaunched in 2020, AgroSplash is a website development firm. The team specializes in Web Development and E-Commerce Development and is based in Sahibzada Ajit Singh Nagar, India.
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UndisclosedUndisclosed2 - 9
Services provided
20% CRM Consulting and SI80% Email MarketingSee all 1 projectsSurf Digital is a marketing agency specializing in setting up and managing personalized cold email outreach campaigns. While they have a notable track record and experience with other agencies, reviews indicate significant issues with communication, adherence to schedules, and responsiveness to client feedback. Approximately 100% of the feedback highlighted the need for improved communication and collaboration, suggesting areas for enhancement in their professional conduct and transparency.
Industry Experience
Surf Digital has garnered feedback primarily from the Advertising & Marketing industry, where they demonstrated expertise in managing personalized outreach campaigns. Clients noted their ability to generate qualified leads but expressed concerns about communication, responsiveness, and adherence to client profiles. While the sentiment indicates potential for impactful collaboration, improvements in client engagement and transparency are essential for optimal results. This provider may be well-suited for companies within growth-oriented sectors that require effective lead generation strategies.
Read All ReviewsSelect Industry to see insights
Advertising & marketingWas this helpful?
Average Project Cost Breakdown
Read All ReviewsWhat Clients Have Said
Clients have expressed mixed sentiments regarding Surf Digital's cost and value for money. While some acknowledged the agency's expertise in managing outreach campaigns, concerns were raised about the company's responsiveness and adherence to project timelines despite upfront payments. One client noted dissatisfaction with communication and a lack of receptiveness to feedback, suggesting that the overall value did not meet expectations given the investment made.Was this helpful?
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$1,000+$25 - $49 / hr10 - 49
Services provided
10% CRM Consulting and SI20% Custom Software Development20% Digital Strategy +3 services20% Ecommerce Marketing20% Marketing Strategy10% Web DesignBased in Mumbai, India, CodeMyTree is a Marketing Strategy company. They provide Marketing Strategy and Digital Strategy and were launched in 2021.
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$1,000+$25 - $49 / hr10 - 49Fairfax, VA
Services provided
10% CRM Consulting and SI20% Application Testing20% Mobile App Development +4 services20% Web Development10% ERP Consulting and SI10% Graphic Design10% UX/UI DesignSee all 1 projectsMoldotech specializes in web development, integration, and UI/UX design, with a particular focus on mobile app development. Clients consistently praise the company for its efficient project management, timely delivery, and high-quality design work, emphasizing Moldotech's ability to swiftly address concerns and integrate feedback effectively.
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Undisclosed< $25 / hr10 - 49Jamnagar, India
Services provided
10% CRM Consulting and SI10% AI Development10% Cloud Consulting & SI +7 services10% Custom Software Development10% Cybersecurity10% E-Commerce Development10% IT Strategy Consulting10% Market Research10% Mobile App Development10% Web DevelopmentYvthinkers Pvt. Ltd. Is a Market Research company. Launched in 2021, the team specializes in Market Research and IT strategy consulting. The agency is based in Jamnagar, India.
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$1,000+$25 - $49 / hr10 - 49Jaipur, India
Services provided
10% CRM Consulting and SI30% Search Engine Optimization30% Social Media Marketing +3 services10% Advertising10% Mobile App Development10% Web DevelopmentFounded in 2018, KyuBok Developers is a small Jaipur, India-based social media marketing company. Their team focuses on Social Media Marketing and Search Engine Optimization.
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Undisclosed$25 - $49 / hr10 - 49
Services provided
10% CRM Consulting and SI50% Email Marketing15% Graphic Design +2 services15% Web Design10% Social Media MarketingBrain Hub Marketing is an Email Marketing company. Established in 2010, the company is located in Gwalior, India. Their team offers Email Marketing and Web Design.
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Undisclosed< $25 / hr10 - 49
Services provided
10% CRM Consulting and SI10% AI Development10% API Development +7 services10% Cloud Consulting & SI10% Custom Software Development10% Cybersecurity10% DevOps Managed Services10% ERP Consulting and SI10% IT Managed Services10% IoT DevelopmentCRM consulting and SI company LOGICIRCUIT PRIVATE LIMITED was founded in 2025. Headquartered in Vijayawada, India, the team offers CRM consulting and SI and ERP consulting and SI.
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UndisclosedUndisclosed10 - 49
Services provided
10% CRM Consulting and SI10% AI Development10% API Development +8 services10% E-Commerce Development10% IT Managed Services10% IT Staff Augmentation10% IT Strategy Consulting10% Other IT Consulting and SI10% Web Development5% Cybersecurity5% IoT DevelopmentVerolumos Innoventura Indonesia is an API Development company. Launched in 2025, the agency is in Kabupaten Bandung, Indonesia. Their team focuses on API Development and Artificial Intelligence.
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$1,000+< $25 / hr10 - 49Rajkot, India
Services provided
10% CRM Consulting and SI15% AI Development15% Custom Software Development +7 services15% E-Commerce Development10% Application Management & Support10% Mobile App Development10% Web Development5% Cybersecurity5% DevOps Managed Services5% IT Managed ServicesAnantax Technologies is a small artificial intelligence firm. They offer Artificial Intelligence and Custom Software Development and were established in 2006.
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Undisclosed< $25 / hrFreelancer
Services provided
10% CRM Consulting and SI80% IT Managed Services10% BI & Big Data Consulting & SISee all 1 projectsSourabh Nagori is a company specializing in managing Office 365 products, including tasks such as email configuration and security. However, the feedback reveals significant dissatisfaction, with recurring themes of delays, unresponsiveness, and ineffective communication. A substantial portion of the reviews highlights these issues, reflecting a predominantly negative client experience.
Industry Experience
Sourabh Nagori's expertise spans the software industry, specifically in managing Office 365 products. However, feedback indicates significant shortcomings in service delivery, including slow response times and unresponsiveness, leading to dissatisfaction among clients. The overall sentiment within this industry leans negative, highlighting the need for improved communication and reliability. Potential clients may need to consider these factors before engaging with the provider.
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Average Project Cost Breakdown
Read All ReviewsWhat Clients Have Said
Clients have expressed significant dissatisfaction with the cost and value for money provided by Sourabh Nagori's company. One review highlighted that despite the initial promise of diligent service, the outcomes were disappointing, with minimal success and frequent delays. The client noted that communication was poor, often requiring multiple reminders to elicit a response. Overall, the sentiment indicates that the company's service did not justify the investment made, leading to a perception of inadequate value.Was this helpful?
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$5,000+$50 - $99 / hr50 - 249
Services provided
11% CRM Consulting and SI22% Performance Marketing18% IT Staff Augmentation +7 services12% Demand Generation Marketing11% Account-Based Marketing11% Email Marketing7% Sales Outsourcing3% Advertising3% Fractional CMO Services2% IT Strategy ConsultingFounded in 2023, Xynario l Elite Hubspot Partner Agency is a midsize Performance Marketing company. Their services include Performance Marketing and IT staff augmentation.
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$1,000+< $25 / hr2 - 9Aalborg, Denmark
Services provided
10% CRM Consulting and SI55% Sales Outsourcing20% AI Agents +1 service15% Direct MarketingThe Growth DNA is a Sales Outsourcing company. They were established in 2023, and their services include Sales Outsourcing and AI Agents.
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CRM Consultants FAQs
Many CRM consultants offer ample expertise in the field, but how do you select the best fit for your project? First, it's important to cultivate an understanding of the industry in order to set expectations. We've compiled some simple FAQs to help you do just that.
Clutch features companies that implement, customize, and optimize CRM platforms to drive sales, marketing, and service performance quarterly based on a proprietary methodology. The top CRM consulting and development companies for 2026 include:
Start with platform certifications that match your system (Salesforce, HubSpot, or Microsoft partner status), then check recent verified reviews from clients in a similar industry and company size. Confirm the consultant's scope covers data migration and post-launch user-adoption training, not just initial setup — abandoned implementations are usually a training gap, not a software gap. Finally, align on project size and budget up front. The most common hiring mistake is engaging an unverified firm without confirming credentials or a clear adoption plan.
Clutch lists consultants across all major CRM platforms. The most common specializations are Salesforce, HubSpot, and Microsoft Dynamics, alongside firms working in Zoho, NetSuite, Oracle, SAP, and Sugar CRM. Matching a consultant's platform certification (for example, a HubSpot Diamond Partner or a certified Salesforce partner) to the system you use is the fastest way to narrow the list.
Most CRM implementations take 2 to 6 months of active work. Timeline is driven by data-migration complexity, the number of integrations, how much custom development is required, and the depth of user-adoption training. Simple platform setups can finish in a few weeks; multi-system integrations for enterprise teams can run longer. Skipping the testing and training phases is the most common cause of delays and low adoption.
You can filter this directory by location to find consultants in your region or time zone. Clutch maintains local rankings for major markets — for example, CRM consultants in Austin and the broader Top CRM consultants in the United States — and platform-specific city pages such as Salesforce consultants in Chicago, Denver, Seattle, and New York. Local partners can be useful for on-site workshops, timezone overlap, and in-person training, though most CRM work today is delivered remotely.
CRM consulting projects on Clutch generally start at a $1,000 minimum project size. Hourly rates range from under $25 to $300+, with entry-level configuration and admin work commonly in the $25–$49/hr band and senior platform architects or specialized Salesforce/Dynamics work running $150–$300+/hr. Ongoing retainers typically fall between $2,000 and $10,000 per month, while larger implementation and systems-integration engagements can start around $25,000. Cost depends on platform complexity, data migration scope, customization, and the number of integrations.
A functional CRM consultant focuses on the business side — gathering requirements, mapping processes, defining strategy, and configuring the platform to match how your team works. A technical CRM consultant focuses on the engineering side — data models, custom API development, third-party integrations, deployment, and testing. Larger projects also distinguish strategy consultants (roadmap and platform selection) from implementation consultants (hands-on build and rollout). Many engagements use a mix, so it helps to define which phase you're hiring for before you shortlist.
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