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
8,912 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 Knowledgeable
Computan has consistently received positive feedback regarding their extensive knowledge and expertise in web development. Clients highlighted their ability to provide innovative solutions, as noted by one CEO who stated, "Computan rescued the project... They’ve also been honest about timelines. Overall, they’re a knowledgeable and trustworthy team." Another client praised their exceptional understanding of HubSpot, stating, "Computan’s knowledge of HubSpot was exceptional." Overall, the sentiment is overwhelmingly positive, emphasizing their capability and reliability.-
Web Dev, Maintenance & Digital Marketing for SaaS Company
5.0 Apr 8, 2022Additionally, they bring a lot of knowledge, ideas, and recommendations to the partnership to improve certain processes and keep us from making mistakes.
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HubSpot Web Dev for Media Production Company
5.0 May 11, 2021The Computan team is highly efficient and intuitive. They’ve also been honest about timelines. Overall, they’re a knowledgeable and trustworthy team.
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Shopify Dev for Skincare Company
5.0 Nov 20, 2020We’ve been happy with their knowledge of Shopify, and it doesn’t take them too long to find solutions. They’ve done a great job problem-solving until they’ve found the right answer.
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HubSpot Migration for Advanced Enterprise Analytics Firm
5.0 Aug 5, 2020Computan’s knowledge of HubSpot was exceptional. They were able to cleanly develop on HubSpot in a way that allowed us to go in without knowing any code and create and modify website pages.
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Custom Network for WordPress Site
5.0 Aug 27, 2019Quite simply - this project would not have been possible without the expert help we got from Computan. Many of the requirements for our project had not only never been done before with WordPress, they'd never been done before, period! Computan's involvement in this project has been invaluable. Some of the goals for this project were, admittedly, somewhat unrealistic given the limitations of 21st century technology, however, this did not perturb them in any way, shape, or form. Many aspects of this project, such as integrations with other custom developed Angular & Azure technology, would give even NASA's finest research minds a hard time. And yet, not only did they meet our expectations, they surpassed them.
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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.
Read All ReviewsSelect Industry to see insights
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.
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.
Read All ReviewsSelect Industry to see insights
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?
Average Project Cost Breakdown
Read All ReviewsWhat Clients Have Said
Set2Close is frequently recognized for its cost-effectiveness and overall value, with clients noting that their pricing fits within budget constraints while delivering significant results. For instance, one client emphasized that Set2Close's services saved them $2-5k on setup costs, while another highlighted the good value for cost and effective solutions tailored to their needs. Overall, client sentiment reflects satisfaction with the company's ability to provide high-quality support at a reasonable price.Was 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.
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?
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$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 - 49Ji Nan Shi, China
Services provided
30% CRM Consulting and SI40% Custom Software Development30% ERP Consulting and SISoftware development firm Shandong Yimixiuxiu Information Technology Co., Ltd. Is located in Ji Nan Shi, China. They specialize in Custom Software Development and CRM consulting and SI.
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UndisclosedUndisclosed10 - 49Montréal, Canada
Services provided
30% CRM Consulting and SI30% Cloud Consulting & SI20% Custom Software Development +1 service20% Mobile App DevelopmentSOLJIT is a cloud consulting & SI company. Founded in 2009, the firm is headquartered in Montréal, Canada. Their team focuses on cloud consulting & SI and CRM consulting and SI.
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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.
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.
Read All ReviewsSelect Industry to see insights
Education Arts, entertainment & music Insurance Publishing Financial services Nonprofit IT Services Utilities Pharmaceuticals Consumer ProductsWas this helpful?
Average Project Cost Breakdown
Read All ReviewsWhat Clients Have Said
Clients consistently praise CloudMasonry for their competitive pricing and overall value. Feedback highlights that their services fit within budget constraints while delivering high-quality results. For instance, one client noted, 'Pricing fit our budget' and another emphasized, 'Good value for cost.' Overall sentiment reflects satisfaction with the company's ability to meet financial expectations, with multiple reviewers expressing that CloudMasonry offers a strong return on investment through effective project management and timely delivery.Was this helpful?
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UndisclosedUndisclosed10 - 49Crows Nest, Australia
Services provided
30% CRM Consulting and SI30% Cloud Consulting & SI20% ERP Consulting and SI +1 service20% IT Strategy ConsultingCarnac Group is a cloud consulting & SI company. Founded in 2016, the firm provides cloud consulting & SI and CRM consulting and SI.
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UndisclosedUndisclosed10 - 49Bordeaux, France
Services provided
30% CRM Consulting and SI40% Cloud Consulting & SI30% BI & Big Data Consulting & SI2GEZER - CRM x DATA is a cloud consulting & SI company launched in 2019. Their team focuses on cloud consulting & SI and BI & big data consulting & SI.
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UndisclosedUndisclosed10 - 49Cleveland, OH
Services provided
30% CRM Consulting and SI30% Cloud Consulting & SI20% Custom Software Development +1 service20% Web DevelopmentDeveloCo is a small cloud consulting & SI company located in Cleveland, Ohio. Their services include cloud consulting & SI and CRM consulting and SI.
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UndisclosedUndisclosed10 - 49Encinitas, CA
Services provided
30% CRM Consulting and SI40% IT Managed Services30% Business Consulting5P Consulting is an IT managed services company founded in 2016. In Encinitas, California, the team offers IT managed services and CRM consulting and SI.
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UndisclosedUndisclosed10 - 49Sydney, Australia
Services provided
30% CRM Consulting and SI30% IT Managed Services20% Business Consulting +1 service20% IT Staff AugmentationCloudActive, a small CRM consulting and SI company, is located in Sydney, Australia. Their services include CRM consulting and SI and IT managed services.
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UndisclosedUndisclosed10 - 49Oslo, Norway
Services provided
30% CRM Consulting and SI30% Cloud Consulting & SI20% AI Development +1 service20% Email MarketingCloud consulting & SI company ROCS is located in Oslo, Norway. Their services include cloud consulting & SI and CRM consulting and SI.
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UndisclosedUndisclosed10 - 49Utrecht, Netherlands
Services provided
30% CRM Consulting and SI25% Custom Software Development25% IT Managed Services +1 service20% Business ConsultingProfit4SF, a CRM consulting and SI company, provide CRM consulting and SI and IT managed services. They were launched in 2013.
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UndisclosedUndisclosed10 - 49Johannesburg, South Africa
Services provided
30% CRM Consulting and SI35% Cloud Consulting & SI35% IT Strategy ConsultingSmall IT strategy consulting company Opennetworks, is in Johannesburg, South Africa and Cape Town, South Africa. Their services include IT strategy consulting and cloud consulting & SI.
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UndisclosedUndisclosed10 - 49Valley Cottage, NY
Services provided
30% CRM Consulting and SI30% Business Consulting30% ERP Consulting and SI +1 service10% Low/No Code DevelopmentEstablished in 2016, Trigya Innovations is a small CRM consulting and SI company. Their services include CRM consulting and SI and ERP consulting and SI.
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UndisclosedUndisclosed10 - 49Las Vegas, NV
Services provided
30% CRM Consulting and SI25% Custom Software Development20% AI Development +2 services15% AI Consulting10% Business ConsultingCRM consulting and SI company XUVI was founded in 2016. The small team provides CRM consulting and SI and Custom Software Development.
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UndisclosedUndisclosed10 - 49Madrid, Spain
Services provided
30% CRM Consulting and SI40% Cloud Consulting & SI30% ERP Consulting and SIGoom Spain is a cloud consulting & SI company. They are located in Madrid, Spain and have small team. They offer cloud consulting & SI and CRM consulting and SI.
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UndisclosedUndisclosed10 - 49Nantes, France
Services provided
30% CRM Consulting and SI70% Business ConsultingYuzu Corp is a Business Consulting company. Their small team is headquartered in Nantes, France and specializes in Business Consulting and CRM consulting and SI. The firm was founded in 2014.
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UndisclosedUndisclosed10 - 49London, England
Services provided
30% CRM Consulting and SI30% Business Consulting20% Cloud Consulting & SI +1 service20% ERP Consulting and SICRM consulting and SI company Searchlight Consulting offers CRM consulting and SI and Business Consulting. They are based in London, England.
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UndisclosedUndisclosed10 - 49Middlesex, England
Services provided
30% CRM Consulting and SI40% Email Marketing30% SMS MarketingCampaign Master UK Ltd is an Email Marketing company in Middlesex, England. They offer Email Marketing and CRM consulting and SI.
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UndisclosedUndisclosed10 - 49Tempe, AZ
Services provided
30% CRM Consulting and SI20% API Development20% Custom Software Development +2 services20% Web Design10% Microservices Architecture ServicesCRM consulting and SI company Bara Agency is in Tempe, Arizona. Established in 2019, the team focuses on CRM consulting and SI and Web Design.
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UndisclosedUndisclosed10 - 49East Hartford, CT
Services provided
30% CRM Consulting and SI35% Application Testing35% Robotics Process AutomationTelesis Data Solutions LLC, an Application Testing company, was established in 1997. The firm focuses on Application Testing and Robotics Process Automation.
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UndisclosedUndisclosed10 - 49Toronto, Canada
Services provided
30% CRM Consulting and SI70% BI & Big Data Consulting & SIAnalyticsmart is a business intelligence company. Their team is located in Toronto, Canada and specializes in BI & big data consulting & SI and CRM consulting and SI.
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UndisclosedUndisclosed10 - 49Verona, Italy
Services provided
30% CRM Consulting and SI70% BI & Big Data Consulting & SIEGON is a small Verona, Italy-based data analytics company. The team offers BI & big data consulting & SI and CRM consulting and SI.
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UndisclosedUndisclosed10 - 49Eldergate, Milton Keynes, England
Services provided
30% CRM Consulting and SI50% Business Consulting20% IT Managed ServicesSmall Business Consulting company Team 6ix Limited, is headquartered in Eldergate, Milton Keynes, England and London, England. Their services include Business Consulting and CRM consulting and SI.
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UndisclosedUndisclosed10 - 49Queens, New York City, NY
Services provided
30% CRM Consulting and SI25% Business Consulting15% Branding +2 services15% Marketing Strategy15% Sales OutsourcingWendt Partners is a small Queens, New York City, New York-based CRM consulting and SI company. Their services include CRM consulting and SI and Business Consulting.
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UndisclosedUndisclosed10 - 49Cluj-Napoca, Romania
Services provided
30% CRM Consulting and SI30% IT Strategy Consulting15% Accounting +2 services15% IT Managed Services10% Generative AIMakeitfuture is an IT strategy consulting company. They offer IT strategy consulting and CRM consulting and SI and were launched in 2020.
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UndisclosedUndisclosed10 - 49Riyadh, Saudi Arabia
Services provided
30% CRM Consulting and SI30% BI & Big Data Consulting & SI20% Cloud Consulting & SI +1 service20% ERP Consulting and SINCS- Next Consulting Solutions, a business intelligence company, is headquartered in Riyadh, Saudi Arabia. The team focuses on BI & big data consulting & SI and CRM consulting and SI.
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UndisclosedUndisclosed10 - 49Vancouver, Canada
Services provided
30% CRM Consulting and SI30% Web Design20% Pay Per Click +1 service20% Search Engine OptimizationConnect the Doc, Inc., a web design agency, is in Vancouver, Canada. They focus on Web Design and CRM consulting and SI.
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$1,000+< $25 / hr10 - 49Tampa, FL
Services provided
12% CRM Consulting and SI12% API Development12% Back Office Outsourcing +6 services12% Sales Outsourcing12% Search Engine Optimization12% Social Media Marketing12% Web Development8% Custom Software Development8% Customer Service OutsourcingFounded in 2024, Advanced Business Modern Solutions is a social media marketing company. The small team focuses on Social Media Marketing and Search Engine Optimization.
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UndisclosedUndisclosed50 - 249
Services provided
10% CRM Consulting and SI10% Branding10% Custom Software Development +7 services10% Direct Marketing10% Email Marketing10% IT Managed Services10% IT Strategy Consulting10% Search Engine Optimization10% Social Media Marketing10% Web DevelopmentSee all 1 projectsRobust Media Lab is a UAE-based digital solutions company helping businesses grow through smart websites, AI-driven tools, and result-oriented marketing. We specialize in creating user-friendly
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$1,000+$25 - $49 / hr50 - 249London, England
Services provided
10% CRM Consulting and SI10% AI Agents10% Graphic Design +7 services10% Market Research10% Media Planning & Buying10% Search Engine Optimization10% Social Media Marketing10% Video Marketing10% Video Production10% Web DesignSee all 1 projectsSpurtech is a UK-based digital solutions agency helping small businesses streamline operations and grow online through AI automation, virtual assistant services, SEO, web development, CRM
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$1,000+$25 - $49 / hr50 - 249القاهرة, Egypt
Services provided
10% CRM Consulting and SI15% Cloud Consulting & SI15% UX/UI Design +6 services10% API Development10% Custom Software Development10% DevOps Managed Services10% E-Commerce Development10% Mobile App Development10% Web DevelopmentSee all 1 projectsMint-Ops is a leading DevOps and operation company that specializes in developing innovative solutions for businesses. Our team of dedicated professionals is committed to delivering high-quality
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$1,000+$25 - $49 / hr50 - 249
Services provided
10% CRM Consulting and SI15% Mobile App Development15% Social Media Marketing +5 services15% Web Design15% Web Development10% ERP Consulting and SI10% Pay Per Click10% Search Engine OptimizationSee all 1 projectsArtworx Media Pvt Ltd offers services in website design and development, search engine optimization, social media optimization, and CRM development. The company's reviews highlight excellent work and impressive technical support, suggesting that Artworx Media Pvt Ltd is a reliable partner with strong project management and timely delivery.
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UndisclosedUndisclosedFreelancer
Services provided
20% CRM Consulting and SI20% Blockchain20% Search Engine Optimization +2 services20% Social Media Marketing20% Web DevelopmentSee all 1 projectsWise Code Studio is a premier digital solutions company specializing in custom software development, web and mobile app development, and digital marketing. With a focus on innovation, scalability,
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$1,000+$150 - $199 / hrFreelancer
Services provided
20% CRM Consulting and SI20% Cloud Consulting & SI20% Cybersecurity +2 services20% IT Managed Services20% IT Strategy ConsultingSee all 1 projectsThe Deady Group connects public sector, healthcare, education, and finance teams with vetted SaaS, AI, and cybersecurity vendors. We simplify tech evaluation and ensure secure, compliant digital
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$5,000+$25 - $49 / hr50 - 249Noida, India
Services provided
10% CRM Consulting and SI40% Mobile App Development20% Digital Strategy +2 services20% Web Design10% Custom Software DevelopmentLaunched in 2015, Lakshmi Infosofts Pvt Ltd is an app development company. The team provides Mobile App Development and Digital Strategy.
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$5,000+$100 - $149 / hr50 - 249Toronto, Canada
Services provided
25% CRM Consulting and SI25% Custom Software Development25% Enterprise App Modernization +1 service25% IT Managed ServicesNavantis is a software development company. They were founded in 1998, and their services include Custom Software Development and Enterprise App Modernization.
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$5,000+$25 - $49 / hr50 - 249Miami, FL
Services provided
25% CRM Consulting and SI25% BI & Big Data Consulting & SI25% IT Staff Augmentation +1 service25% Web DevelopmentSMX Services & Consulting, a data analytics company, provide BI & big data consulting & SI and CRM consulting and SI. They were founded in 1997.
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$10,000+$150 - $199 / hr50 - 249Madrid, Spain
Services provided
25% CRM Consulting and SI25% BI & Big Data Consulting & SI25% Digital Strategy +1 service25% Social Media MarketingGood Rebels is a big data company. In Madrid, Spain and Barcelona, Spain, the company focuses on BI & big data consulting & SI and CRM consulting and SI.
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$5,000+$100 - $149 / hr50 - 249Milano, Italy
Services provided
25% CRM Consulting and SI25% Custom Software Development25% Digital Strategy +1 service25% IT Managed ServicesCustom software development company Fides Consulting S.r.l. Is headquartered in Milano, Italy. Their services include Custom Software Development and CRM consulting and SI.
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$10,000+$100 - $149 / hr50 - 249
Services provided
25% CRM Consulting and SI25% Advertising25% Branding +1 service25% E-Commerce DevelopmentSatisfaction is an Advertising company. Established in 2006, the agency is based in Belgium. Their services include Advertising and Branding.
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$5,000+$100 - $149 / hr50 - 249Düsseldorf, Germany
Services provided
25% CRM Consulting and SI25% Digital Strategy25% IT Strategy Consulting +1 service25% Search Engine OptimizationInternetagentur RP DIGITAL Services is a CRM consulting and SI company. They are located in Düsseldorf, Germany and have midsize team. They provide CRM consulting and SI and Digital Strategy.
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UndisclosedUndisclosed50 - 249Cancún, Mexico
Services provided
25% CRM Consulting and SI25% Custom Software Development25% Marketing Strategy +1 service25% Social Media MarketingCustom software development company SalesUp! was launched in 2013. Headquartered in Cancún, Mexico, the team provides Custom Software Development and CRM consulting and SI.
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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.
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UndisclosedUndisclosed50 - 249Laval, Canada
Services provided
25% CRM Consulting and SI25% BI & Big Data Consulting & SI25% Custom Software Development +1 service25% Mobile App DevelopmentEstablished in 1987, Croesus is a custom software development firm. Their services include Custom Software Development and BI & big data consulting & SI.
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UndisclosedUndisclosed50 - 249Birmingham, AL
Services provided
25% CRM Consulting and SI25% Accounting25% E-Commerce Development +1 service25% ERP Consulting and SILaunched in 1996, WAC Solution Partners, a midsize Accounting company, is located in Birmingham, Alabama. Their team specializes in Accounting and CRM consulting and SI.
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UndisclosedUndisclosed50 - 249Bethesda, MD
Services provided
25% CRM Consulting and SI25% Cloud Consulting & SI25% Cybersecurity +1 service25% ERP Consulting and SILaunched in 2005, Creoal Consulting LLC is a cloud consulting & SI company. The company offers cloud consulting & SI and CRM consulting and SI.
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UndisclosedUndisclosed50 - 249Atlanta, GA
Services provided
25% CRM Consulting and SI25% Advertising25% Market Research +1 service25% Video ProductionTerminus is an Advertising company based in Atlanta, Georgia. Established in 2014, the team focuses on Advertising and CRM consulting and SI.
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$5,000+< $25 / hr50 - 249Toronto, Canada
Services provided
10% CRM Consulting and SI30% Cloud Consulting & SI20% Cybersecurity +4 services10% AI Development10% Custom Software Development10% ERP Consulting and SI10% IT Managed ServicesScriptics Technologies, a cloud consulting & SI company, was founded in 2009. The team provides cloud consulting & SI and Cybersecurity and is located in Toronto, Canada.
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UndisclosedUndisclosedFreelancerHonolulu, HI
Services provided
50% CRM Consulting and SI50% Business ConsultingLeadership Works, LLC, a small CRM consulting and SI and Business Consulting company, is based in Honolulu, Hawaii. The team provides CRM consulting and SI and Business Consulting.
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UndisclosedUndisclosed50 - 249Reykjavík, Iceland
Services provided
25% CRM Consulting and SI25% ECM Consulting and SI25% IT Managed Services +1 service25% IT Strategy ConsultingCapacent is a CRM consulting and SI company. Founded in 1990, the agency focuses on CRM consulting and SI and ECM consulting and SI.
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UndisclosedUndisclosed50 - 249
Services provided
25% CRM Consulting and SI25% IT Managed Services25% IT Strategy Consulting +1 service25% Unified Communications Consulting & SIBrennidepill, a CRM consulting and SI company, provide CRM consulting and SI and unified communications consulting & SI. They were established in 2015.
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UndisclosedUndisclosed50 - 249Santa Barbara, CA
Services provided
25% CRM Consulting and SI25% Advertising25% Call Center Services +1 service25% Pay Per ClickInvoca, an Advertising company, is headquartered in Santa Barbara, California. The team offers Advertising and Call Center Services.
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List of the Top 15 CRM Companies
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$1,000+$25 - $49 / hr50 - 249Austin, TX
Ability to deliver
40/40.020/20 Reviews10/10 Clients & Experience10/10 Market PresenceService focus
70% CRM Consulting and SI30% Other -
$5,000+$50 - $99 / hr50 - 249København, Denmark
Ability to deliver
37.1/40.018/20 Reviews10/10 Clients & Experience9.1/10 Market PresenceService focus
70% CRM Consulting and SI30% Other -
$1,000+$50 - $99 / hr50 - 249Wrocław, Poland
Ability to deliver
36.6/40.018.4/20 Reviews9.8/10 Clients & Experience8.4/10 Market PresenceService focus
60% CRM Consulting and SI40% Other -
$10,000+$50 - $99 / hr50 - 249L'viv, Ukraine
Ability to deliver
36.3/40.016.8/20 Reviews10/10 Clients & Experience9.5/10 Market PresenceService focus
60% CRM Consulting and SI40% Other -
$1,000+$25 - $49 / hr50 - 249Austin, TX
Ability to deliver
35.9/40.017.2/20 Reviews10/10 Clients & Experience8.7/10 Market PresenceService focus
70% CRM Consulting and SI30% Other -
$5,000+$200 - $300 / hr50 - 249Chicago, IL
Ability to deliver
35.5/40.017.4/20 Reviews10/10 Clients & Experience8.1/10 Market PresenceService focus
100% CRM Consulting and SI -
$5,000+$50 - $99 / hr50 - 249London, England
Ability to deliver
34.6/40.016.2/20 Reviews9.7/10 Clients & Experience8.8/10 Market PresenceService focus
80% CRM Consulting and SI20% Other -
$5,000+$25 - $49 / hr250 - 999Phoenix, AZ
Ability to deliver
34.3/40.016.4/20 Reviews10/10 Clients & Experience7.9/10 Market PresenceService focus
35% CRM Consulting and SI65% Other -
$10,000+$150 - $199 / hr10 - 49Seattle, WA
Ability to deliver
33.6/40.016.4/20 Reviews9.1/10 Clients & Experience8.1/10 Market PresenceService focus
70% CRM Consulting and SI30% Other -
$1,000+$150 - $199 / hr50 - 249Atlanta, GA
Ability to deliver
33.6/40.016.2/20 Reviews9.6/10 Clients & Experience7.7/10 Market PresenceService focus
50% CRM Consulting and SI50% Other -
$1,000+$25 - $49 / hr10 - 49
Ability to deliver
33.4/40.017.4/20 Reviews10/10 Clients & Experience6/10 Market PresenceService focus
100% CRM Consulting and SI -
$5,000+$200 - $300 / hr10 - 49kamloops, Canada
Ability to deliver
37.4/40.020/20 Reviews9.6/10 Clients & Experience7.8/10 Market PresenceService focus
40% CRM Consulting and SI60% Other -
$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 -
$5,000+$50 - $99 / hr50 - 249Hanoi, Vietnam
Ability to deliver
35.5/40.016.8/20 Reviews9.8/10 Clients & Experience8.9/10 Market PresenceService focus
40% CRM Consulting and SI60% Other -
$1,000+$150 - $199 / hr10 - 49Chicago, IL
Ability to deliver
32.8/40.015.8/20 Reviews9.3/10 Clients & Experience7.7/10 Market PresenceService focus
80% CRM Consulting and SI20% Other -
$1,000+$50 - $99 / hr50 - 249Kyiv, Ukraine
Ability to deliver
32.7/40.017/20 Reviews7.5/10 Clients & Experience8.2/10 Market PresenceService focus
60% CRM Consulting and SI40% Other -
$1,000+$25 - $49 / hr50 - 249Thorold, Canada
Ability to deliver
35.3/40.015.8/20 Reviews10/10 Clients & Experience9.5/10 Market PresenceService focus
40% CRM Consulting and SI60% Other -
$50,000+Undisclosed1,000 - 9,999Warszawa, Poland
Ability to deliver
35.3/40.016.4/20 Reviews10/10 Clients & Experience8.9/10 Market PresenceService focus
20% CRM Consulting and SI80% Other -
$5,000+$100 - $149 / hr10 - 49Miami, FL
Ability to deliver
32.4/40.016.2/20 Reviews9.3/10 Clients & Experience6.9/10 Market PresenceService focus
100% CRM Consulting and SI -
$50,000+$50 - $99 / hr250 - 999
Ability to deliver
32.3/40.016.2/20 Reviews10/10 Clients & Experience6.1/10 Market PresenceService focus
55% CRM Consulting and SI45% Other -
$5,000+$150 - $199 / hr50 - 249St. Albert, Canada
Ability to deliver
32.2/40.016.2/20 Reviews9.3/10 Clients & Experience6.7/10 Market PresenceService focus
50% CRM Consulting and SI50% Other -
$1,000+< $25 / hr50 - 249Indore, India
Ability to deliver
32.2/40.016.8/20 Reviews9.5/10 Clients & Experience5.9/10 Market PresenceService focus
50% CRM Consulting and SI50% Other -
$25,000+$25 - $49 / hr1,000 - 9,999Orlando, FL
Ability to deliver
39.9/40.020/20 Reviews10/10 Clients & Experience9.9/10 Market PresenceService focus
10% CRM Consulting and SI90% Other -
$10,000+$150 - $199 / hr10 - 49Los Angeles, CA
Ability to deliver
31.9/40.016.2/20 Reviews9.6/10 Clients & Experience6.1/10 Market PresenceService focus
100% CRM Consulting and SI -
$25,000+$25 - $49 / hr1,000 - 9,999Decatur, GA
Ability to deliver
37.2/40.017.4/20 Reviews10/10 Clients & Experience9.8/10 Market PresenceService focus
15% CRM Consulting and SI85% Other -
$5,000+$25 - $49 / hr250 - 999
Ability to deliver
31.8/40.016.6/20 Reviews8.1/10 Clients & Experience7.1/10 Market PresenceService focus
60% CRM Consulting and SI40% 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 -
$10,000+$100 - $149 / hr10 - 49Bengaluru, India
Ability to deliver
31.8/40.016.8/20 Reviews8.7/10 Clients & Experience6.3/10 Market PresenceService focus
65% CRM Consulting and SI35% Other -
UndisclosedUndisclosed50 - 249Milwaukee, WI
Ability to deliver
31.8/40.014.6/20 Reviews7.6/10 Clients & Experience9.6/10 Market PresenceService focus
100% CRM Consulting and SI -
$1,000+$100 - $149 / hr10 - 49Flower Mound, TX
Ability to deliver
31.4/40.016.2/20 Reviews8.5/10 Clients & Experience6.7/10 Market PresenceService focus
90% CRM Consulting and SI10% Other
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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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