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.
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Featured
What are Featured Providers?
$1,000+$25 - $49 / hr50 - 249Thorold, CanadaServices provided
See all 45 projectsComputan is a web development and digital marketing company offering services in website management, CRM integration, and CMS development. Reviews indicate that approximately 85% of clients appreciate their adaptability, timely communication, and ability to meet project requirements effectively. Clients also commend Computan for understanding their business needs and providing quality solutions within budget, although a few mentioned room for improvement in project delivery timelines and proactive communication.
$5,000+$200 - $300 / hr10 - 49kamloops, CanadaServices provided
See all 98 projectsSet2Close is a CRM Consultancy specializing in CRM Implementation and CRM Systems Integration, particularly with HubSpot. The reviews highlight exceptional onboarding experiences, personalized guidance, and effective project management, with 100% of clients expressing satisfaction with their tailored solutions and ongoing support. Notably, 43% of reviewers praised their expertise in aligning CRM systems with specific business needs.
$1,000+$25 - $49 / hr50 - 249Austin, TXServices provided
See all 102 projectsPeeklogic, LLC is a CRM Consulting and Systems Integration company specializing in Salesforce development, CRM implementation, and integration services. The company has consistently received positive feedback, with 100% of reviews highlighting their responsiveness and expertise in Salesforce solutions. Clients commend Peeklogic, LLC for delivering projects on time and within budget while maintaining excellent communication and flexibility.
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UndisclosedUndisclosed50 - 249Milpitas, CA
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Neev Systems, an IT strategy consulting company, is based in Milpitas, California. They offer IT strategy consulting and CRM consulting and SI and were founded in 2016.
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UndisclosedUndisclosed50 - 249Matthews, NC
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Business intelligence company Team Technology was launched in 1997. The team specializes in BI & big data consulting & SI and cloud consulting & SI and is located in Matthews, North Carolina.
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Featured
What are Featured Providers?
$5,000+$200 - $300 / hr50 - 249Chicago, ILServices provided
See 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.
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UndisclosedUndisclosed50 - 249Empoli (FI), Italy
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Based in Empoli (FI), Italy, Var Prime is a cloud consulting & SI company. They specialize in cloud consulting & SI and CRM consulting and SI and were launched in 2004.
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UndisclosedUndisclosed50 - 249Princeton, NJ
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ATNA Technologies, a business intelligence company, is headquartered in Princeton, New Jersey and Coimbatore, India. They specialize in BI & big data consulting & SI and CRM consulting and SI.
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UndisclosedUndisclosed50 - 249Princeton, NJ
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Anantara Solutions Pvt Ltd, a business intelligence company, was founded in 2007. The team specializes in BI & big data consulting & SI and cloud consulting & SI.
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UndisclosedUndisclosed50 - 249
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Midsize IT strategy consulting company Agilitz Technologies Limited, is in Secaucus, New Jersey and London, England. The team offers IT strategy consulting and BI & big data consulting & SI.
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UndisclosedUndisclosed50 - 249Franklin Township, NJ
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Sequent Inc is a big data analytics company. They are in Franklin Township, New Jersey and Gurugram, India, and their services include BI & big data consulting & SI and cloud consulting & SI.
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UndisclosedUndisclosed50 - 249Leesburg, VA
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CompQsoft is a big data analytics company. In Leesburg, Virginia and Houston, Texas, the agency was launched in 1997. Their services include BI & big data consulting & SI and cloud consulting & SI.
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UndisclosedUndisclosed50 - 249Arlington, VA
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HCLTech is a data analytics company headquartered in Arlington, Virginia and Budapest, Hungary. Their services include BI & big data consulting & SI and cloud consulting & SI.
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UndisclosedUndisclosed50 - 249London, England
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Dynamics Solution and Technology is a data analytics company. The team provides BI & big data consulting & SI and IT strategy consulting and is located in London, England and Lahore, Pakistan.
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UndisclosedUndisclosed50 - 249London, England
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Pargesoft is a London, England-based big data analytics company. They provide BI & big data consulting & SI and CRM consulting and SI.
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UndisclosedUndisclosed1,000 - 9,999City of London, England
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IProspect is an Advertising company founded in 1996. The agency focuses on Advertising and Social Media Marketing, and is large.
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UndisclosedUndisclosed1,000 - 9,999New York, NY
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Zeta Global, a social media marketing firm, is in New York, New York and City of London, England. Their services include Social Media Marketing and Pay Per Click.
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UndisclosedUndisclosed50 - 249Paris, France
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Odaseva, a Compliance Consulting company, was established in 2012. The agency provides Compliance Consulting and IT strategy consulting.
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UndisclosedUndisclosed50 - 249Pittsburgh, PA
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Innovative Systems, Inc. Is a midsize Pittsburgh, Pennsylvania-based data analytics company. The team offers BI & big data consulting & SI and IT strategy consulting.
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UndisclosedUndisclosed1,000 - 9,999Stamford, CT
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Rizing is a cloud consulting & SI company. Located in Stamford, Connecticut, the company provides cloud consulting & SI and HR Consulting.
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UndisclosedUndisclosed50 - 249Milano, Italy
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CRM consulting and SI company Del Monte & Partner Comunicazione S.r.L. Was founded in 2001. The team specializes in CRM consulting and SI and Digital Strategy and is based in Milano, Italy.
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UndisclosedUndisclosed50 - 249San Ramon, CA
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Located in San Ramon, California, Iron Horse is a midsize CRM consulting and SI company. The team focuses on CRM consulting and SI and AR/VR development.
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$5,000+$50 - $99 / hrFreelancer
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Adaptive Tiers is a small branding company in Charlotte, North Carolina. The team provides Branding and Marketing Strategy.
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UndisclosedUndisclosedFreelancerNew York, NY
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Based in New York, New York, Romanoff Consultants is a CRM consulting and SI company. Their services include CRM consulting and SI and Email Marketing.
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UndisclosedUndisclosedFreelancerLoughrea, Ireland
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Paul Madden Consulting, a CRM consulting and SI company, was established in 2022. They focuses on CRM consulting and SI and Marketing Strategy.
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UndisclosedUndisclosed1,000 - 9,999Diamond Bar, CA
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Liferay is an Application Testing company established in 2004. The large team focuses on Application Testing and API Development.
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UndisclosedUndisclosed50 - 249San Francisco, CA
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Uniform Systems, Inc. Is a CRM consulting and SI company. Based in San Francisco, California and Berlin, Germany, their team focuses on CRM consulting and SI and Custom Software Development.
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UndisclosedUndisclosed50 - 249Toronto, Canada
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Symplify is an Application Testing company. Established in 2000, the agency specializes in Application Testing and CRM consulting and SI.
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UndisclosedUndisclosed50 - 249Naperville, IL
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EnnVee is a CRM consulting and SI company. The team specializes in CRM consulting and SI and ERP consulting and SI and is headquartered in Naperville, Illinois.
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UndisclosedUndisclosed1,000 - 9,999Raleigh, NC
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Data analytics company insightsoftware is headquartered in Raleigh, North Carolina. The team provides BI & big data consulting & SI and Custom Software Development.
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UndisclosedUndisclosed50 - 249Overland Park, KS
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Headquartered in Overland Park, Kansas, Clubessential is a SEO company. The team focuses on Search Engine Optimization and Web Design.
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UndisclosedUndisclosed50 - 249Cockeysville, MD
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Showcase IDX is an Email Marketing company. They offer Email Marketing and Search Engine Optimization and were launched in 2002.
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UndisclosedUndisclosed50 - 249London, England
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Pracedo is a business intelligence company. They were launched in 2010 and offer BI & big data consulting & SI and CRM consulting and SI.
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UndisclosedUndisclosed50 - 249St. Louis, MO
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Zen Software Solutions Inc is a St. Louis, Missouri-based web design agency. They offer Web Design and IT strategy consulting.
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UndisclosedUndisclosed1,000 - 9,999Philadelphia, PA
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CMI Media Grou, a Market Research company, was established in 1989. In Philadelphia, Pennsylvania and Cherry Hill, New Jersey, the team offers Market Research and Search Engine Optimization.
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UndisclosedUndisclosed1,000 - 9,999Toronto, Canada
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Klick, a branding company, was established in 1997. The team offers Branding and Advertising and is based in Toronto, Canada and New York, New York.
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UndisclosedUndisclosed50 - 249Houston, TX
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SIROCo is a midsize web design company headquartered in Houston, Texas and McKinney, Texas. Their services include Web Design and cloud consulting & SI.
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UndisclosedUndisclosed50 - 249San Francisco, CA
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BuzzBoard 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.
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$1,000+$100 - $149 / hrFreelancerRichmond, Canada
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Agile O.P.S. Inc. Is a Richmond, Canada-based IT strategy consulting company. The team provides IT strategy consulting and Cybersecurity.
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UndisclosedUndisclosed50 - 249Lake Mary, FL
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Intelli ERP Software, LLC is a midsize Lake Mary, Florida-based CRM consulting and SI company. Their services include CRM consulting and SI and ERP consulting and SI.
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UndisclosedUndisclosed50 - 249Beaverton, OR
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Midsize IT strategy consulting company VISCAP Consultancy Services, is based in Beaverton, Oregon. Their services include IT strategy consulting and CRM consulting and SI.
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UndisclosedUndisclosedFreelancer
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JL Virtual Assistant is a Back Office Outsourcing company founded in 2020. The firm specializes in Back Office Outsourcing and CRM consulting and SI, and is small.
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UndisclosedUndisclosed50 - 249San Francisco, CA
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Odetta, Inc. Is a social media marketing agency located in San Francisco, California. They provide Social Media Marketing and Search Engine Optimization.
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UndisclosedUndisclosed50 - 249Vancouver, Canada
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Branding firm Scout Talent is based in Vancouver, Canada and Milton, Australia. They focus on Branding and CRM consulting and SI and were founded in 2004.
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UndisclosedUndisclosed50 - 249Denver, CO
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AZDS Interactive Group is an Advertising company founded in 2006. Their services include Advertising and Social Media Marketing.
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UndisclosedUndisclosed50 - 249Dubai, United Arab Emirates
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Digital Strategy company Catalyst Business Partners was established in 2002. The firm specializes in Digital Strategy and cloud consulting & SI, and is midsize.
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UndisclosedUndisclosed50 - 249London, England
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Established in 2017, Advisority is a big data company. The team offers BI & big data consulting & SI and CRM consulting and SI and is located in London, England and București, Romania.
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UndisclosedUndisclosed50 - 249Boston, MA
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Resco is a mobile app development company founded in 1999. The company specializes in Mobile App Development and BI & big data consulting & SI.
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UndisclosedUndisclosed50 - 249Cincinnati, OH
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BAREFOOT is a branding firm. The Cincinnati, Ohio-based firm offers Branding and Media Planning & Buying.
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UndisclosedUndisclosed50 - 249Limerick, Ireland
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SHR Group, a midsize Affiliate Marketing company, is headquartered in Limerick, Ireland and Houston, Texas. Their services include Affiliate Marketing and Web Design.
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UndisclosedUndisclosed50 - 249Dublin, Ireland
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Based in Dublin, Ireland, Systeme.io is an Affiliate Marketing company. They provide Affiliate Marketing and Email Marketing and were founded in 2017.
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UndisclosedUndisclosed50 - 249Dundalk, Ireland
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Kasadara Technology Solutions Pvt Ltd is a midsize IT strategy consulting company. Launched in 2017, the team provides IT strategy consulting and BI & big data consulting & SI.
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UndisclosedUndisclosedFreelancer
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Seglete is a CRM consulting and SI company. Based in Dublin, Ireland, the team provides CRM consulting and SI and Artificial Intelligence.
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$1,000+$25 - $49 / hrFreelancer
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IT strategy consulting company The Tailored PM was established in 2022. The team specializes in IT strategy consulting and CRM consulting and SI.
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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
37.7/40.018.6/20 Reviews10/10 Clients & Experience9.1/10 Market PresenceService focus
70% CRM Consulting and SI30% Other -
$10,000+$50 - $99 / hr50 - 249L'viv, Ukraine
Ability to deliver
36.7/40.017.2/20 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
36.1/40.017.4/20 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
35.3/40.017.4/20 Reviews10/10 Clients & Experience7.9/10 Market PresenceService focus
100% CRM Consulting and SI -
$5,000+$25 - $49 / hr50 - 249London, England
Ability to deliver
34.4/40.016.2/20 Reviews9.5/10 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 -
$1,000+$25 - $49 / hr10 - 49
Ability to deliver
33.8/40.017.8/20 Reviews10/10 Clients & Experience6/10 Market PresenceService focus
100% CRM Consulting and SI -
$10,000+$150 - $199 / hr10 - 49Seattle, WA
Ability to deliver
33.8/40.016.6/20 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 -
$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 -
$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
32.6/40.016.4/20 Reviews9.3/10 Clients & Experience6.9/10 Market PresenceService focus
100% CRM Consulting and SI -
$10,000+$100 - $149 / hr10 - 49Bengaluru, India
Ability to deliver
32.4/40.017.4/20 Reviews8.7/10 Clients & Experience6.3/10 Market PresenceService focus
65% CRM Consulting and SI35% Other -
$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 -
$1,000+$50 - $99 / hr50 - 249Kyiv, Ukraine
Ability to deliver
32.1/40.016.4/20 Reviews7.5/10 Clients & Experience8.2/10 Market PresenceService focus
60% CRM Consulting and SI40% 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 -
$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 - 9,999Jersey City, NJ
Ability to deliver
39.8/40.020/20 Reviews10/10 Clients & Experience9.8/10 Market PresenceService focus
10% CRM Consulting and SI90% Other -
$1,000+$25 - $49 / hr50 - 249Thorold, Canada
Ability to deliver
34.5/40.015.8/20 Reviews10/10 Clients & Experience8.7/10 Market PresenceService focus
40% CRM Consulting and SI60% 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 -
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+$50 - $99 / hr250 - 999Warszawa, Poland
Ability to deliver
32.8/40.016.6/20 Reviews9.7/10 Clients & Experience6.5/10 Market PresenceService focus
30% CRM Consulting and SI70% Other -
$5,000+$50 - $99 / hr250 - 999London, England
Ability to deliver
31.5/40.016.2/20 Reviews8.5/10 Clients & Experience6.7/10 Market PresenceService focus
60% CRM Consulting and SI40% Other
Latest CRM Articles
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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.
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.