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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UndisclosedUndisclosed10 - 49
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Stratly, an Event Marketing company, is located in Toronto, Canada. They specialize in Event Marketing and Email Marketing.
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UndisclosedUndisclosed10 - 49Hyderabad, India
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Brolly Academy, a small CRM consulting and SI company, is in Hyderabad, India. Their services include CRM consulting and SI and Custom Software Development.
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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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UndisclosedUndisclosed10 - 49Plantation, FL
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Small IT strategy consulting company BIXIE | Digital Transformation Agency, is located in Plantation, Florida. The team focuses on IT strategy consulting and CRM consulting and SI.
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UndisclosedUndisclosed10 - 49Costa Mesa, CA
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Crème Collective is a Costa Mesa, California-based branding company. They provide Branding and CRM consulting and SI and were established in 2013.
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UndisclosedUndisclosed10 - 49
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Xcellio is a small social media marketing firm launched in 2019. Their services include Social Media Marketing and Pay Per Click.
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UndisclosedUndisclosed10 - 49Madrid, Spain
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Webmefy is an e-commerce development company. Based in Madrid, Spain, their small team specializes in E-Commerce Development and Social Media Marketing. The company was launched in 2018.
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UndisclosedUndisclosed10 - 49Teneriffe, Australia
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Based in Teneriffe, Australia, REP. Is a small Email Marketing company. The team offers Email Marketing and SMS Marketing.
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UndisclosedUndisclosed10 - 49
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AIT - Technology Design Solutions is an IT strategy consulting company. Established in 2004, the team focuses on IT strategy consulting and BI & big data consulting & SI.
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UndisclosedUndisclosed10 - 49Grand Junction, CO
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Small cloud consulting & SI company Aspen + Morse, is headquartered in Grand Junction, Colorado. The team specializes in cloud consulting & SI and CRM consulting and SI.
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UndisclosedUndisclosed10 - 49Dundalk, Ireland
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CelticQA Solutions, an Application Testing company, focuses on Application Testing and CRM consulting and SI. The agency is headquartered in Dundalk, Ireland and Kennesaw, Georgia.
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UndisclosedUndisclosed10 - 49Bengaluru, India
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Qsome Technologies is an Application Testing company. Their team is based in Melbourne, Australia and Bengaluru, India. The agency provides Application Testing and CRM consulting and SI.
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UndisclosedUndisclosed10 - 49
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Founded in 1989, Springhouse Education and Consulting Services is an IT strategy consulting company. Their team offers IT strategy consulting and BI & big data consulting & SI.
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UndisclosedUndisclosed10 - 49Broomall, PA
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TreCom Systems Group is a big data analytics company. They were founded in 1987, and their services include BI & big data consulting & SI and CRM consulting and SI.
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UndisclosedUndisclosed10 - 49Milano, Italy
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Albatro Software & Consulting S.r.l. Is a Milano, Italy-based IT strategy consulting company. Their services include IT strategy consulting and BI & big data consulting & SI.
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UndisclosedUndisclosed10 - 49Lonate Pozzolo (VA), Italy
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DSC Group s.r.l. Is an IT strategy consulting company. The company is based in Lonate Pozzolo (VA), Italy. Their services include IT strategy consulting and BI & big data consulting & SI.
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UndisclosedUndisclosed10 - 49Hillsborough Township, NJ
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Fipsar Inc is a data analytics company in Hillsborough Township, New Jersey and Chennai, India. They specialize in BI & big data consulting & SI and cloud consulting & SI and were launched in 2010.
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UndisclosedUndisclosed10 - 49Arlington, VA
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Cloudwell is a big data analytics company established in 2012. The team offers BI & big data consulting & SI and cloud consulting & SI.
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UndisclosedUndisclosed10 - 49Naas, Ireland
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Founded in 2018, Hikari, a small business intelligence company, is headquartered in Naas, Ireland. Their services include BI & big data consulting & SI and CRM consulting and SI.
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UndisclosedUndisclosed10 - 49Tempe, AZ
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Established in 2005, PPi365 is an IT strategy consulting company. The team specializes in IT strategy consulting and BI & big data consulting & SI.
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UndisclosedUndisclosed10 - 49Boulogne-Billancourt, France
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DUONEXT, a big data analytics company, was established in 2007. The company specializes in BI & big data consulting & SI and cloud consulting & SI, and is small.
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UndisclosedUndisclosed10 - 49Wilmington, DE
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Techbubble is a big data company. They are in Wilmington, Delaware and have small team. They specialize in BI & big data consulting & SI and cloud consulting & SI.
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UndisclosedUndisclosed10 - 49
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Launched in 2016, Suite Engine, LLC is an e-commerce development firm. The team offers E-Commerce Development and BI & big data consulting & SI.
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UndisclosedUndisclosed10 - 49Toronto, Canada
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Out Smart Team is a business intelligence company. The Toronto, Canada-based firm was launched in 2009. Their team offers BI & big data consulting & SI and cloud consulting & SI.
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UndisclosedUndisclosed10 - 49Houston, TX
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DSWi is a big data company. The Houston, Texas-based team offers BI & big data consulting & SI and cloud consulting & SI.
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UndisclosedUndisclosed10 - 49Bethlehem, PA
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TLC Technologies is an IT strategy consulting company founded in 1997. Their services include IT strategy consulting and BI & big data consulting & SI.
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UndisclosedUndisclosed10 - 49Alacant, Spain
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SumamoOs BI & Digital Channels, S.L. Is a data analytics company. Based in Alacant, Spain, their team provides BI & big data consulting & SI and cloud consulting & SI.
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UndisclosedUndisclosed10 - 49Sant Gregori, Spain
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Obliku is a big data analytics company. Founded in 2021, the firm is in Sant Gregori, Spain. Their services include BI & big data consulting & SI and cloud consulting & SI.
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UndisclosedUndisclosed10 - 49Sevilla, Spain
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ITCON is a big data analytics company. They were founded in 2010 and specialize in BI & big data consulting & SI and CRM consulting and SI.
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UndisclosedUndisclosed10 - 49
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Mahdlo Executive Advisors is an IT strategy consulting company founded in 2007. The firm offers IT strategy consulting and CRM consulting and SI.
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UndisclosedUndisclosed10 - 49Richardson, TX
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SMB Suite is a data analytics company. Their small team of employees is headquartered in Richardson, Texas. Their team offers BI & big data consulting & SI and cloud consulting & SI.
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UndisclosedUndisclosed10 - 49Paris, France
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Powerspace is a branding agency. Their team is in Paris, France. The company focuses on Branding and Email Marketing.
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UndisclosedUndisclosed10 - 49Lodi, Italy
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Webbdone S.r.l. Is a small Email Marketing company based in Lodi, Italy. The team offers Email Marketing and Search Engine Optimization.
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UndisclosedUndisclosed10 - 49
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WorQFlow Solutions is a big data company headquartered in San Francisco, California. Their services include BI & big data consulting & SI and CRM consulting and SI.
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UndisclosedUndisclosed10 - 49Fairfax, VA
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AMS Experts IT Consulting is an IT strategy consulting company based in Fairfax, Virginia. Launched in 2008, the team specializes in IT strategy consulting and BI & big data consulting & SI.
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UndisclosedUndisclosed10 - 49
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Launched in 2018, Cloud Compliance is a small Email Marketing company located in Chicago, Illinois. Their team provides Email Marketing and IT strategy consulting.
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UndisclosedUndisclosed10 - 49Warszawa, Poland
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Big data company Technicus Ltd is based in Warszawa, Poland and London, England. They focus on BI & big data consulting & SI and IT strategy consulting and were established in 2020.
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UndisclosedUndisclosed10 - 49Princeton, NJ
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Launched in 1991, AVS Systems, Inc is a small business intelligence company. Their services include BI & big data consulting & SI and cloud consulting & SI.
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UndisclosedUndisclosed10 - 49Royal Oak, MI
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Foundry 360 is a Market Research company. Launched in 2019, the team provides Market Research and Content Marketing. The firm is located in Royal Oak, Michigan and New York, New York.
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UndisclosedUndisclosed10 - 49London, England
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Easybizdeal is a social media marketing firm. Founded in 2020, the team provides Social Media Marketing and Pay Per Click.
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UndisclosedUndisclosed10 - 49Drexel Hill, PA
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Flashlight Marketing is a small Drexel Hill, Pennsylvania-based SEO services firm. The team specializes in Search Engine Optimization and Pay Per Click.
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UndisclosedUndisclosed10 - 49Lancaster, PA
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Pipedream is a Content Marketing company. The company is located in Lancaster, Pennsylvania. Their services include Content Marketing and Search Engine Optimization.
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UndisclosedUndisclosed10 - 49Newport Beach, CA
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Insellerate is a Sales Outsourcing company. The agency is headquartered in Newport Beach, California. Their services include Sales Outsourcing and Pay Per Click.
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UndisclosedUndisclosed10 - 49Boston, MA
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Quantive Technologies is a small IT strategy consulting company in Boston, Massachusetts. Their services include IT strategy consulting and BI & big data consulting & SI.
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UndisclosedUndisclosed10 - 49
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Fractional Execs Ltd is a branding company. Launched in 2022, the company is headquartered in London, England, England. Their services include Branding and Marketing Strategy.
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UndisclosedUndisclosed10 - 49Orlando, FL
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McGaw is a small Marketing Strategy company launched in 2014. Their team focuses on Marketing Strategy and BI & big data consulting & SI.
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UndisclosedUndisclosed10 - 49Mona Vale, Australia
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Punch Buggy is a SEO agency located in Mona Vale, Australia. The team offers Search Engine Optimization and CRM consulting and SI.
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UndisclosedUndisclosed10 - 49Madrid, Spain
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Twist Ideas is a CRM consulting and SI company founded in 2010. The team focuses on CRM consulting and SI and Social Media Marketing and is located in Madrid, Spain.
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UndisclosedUndisclosed10 - 49
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Located in London, England, 1827 Marketing is a PPC company. They focus on Pay Per Click and CRM consulting and SI.
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UndisclosedUndisclosed10 - 49Cleveland, OH
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Cloud consulting & SI company M Genio focuses on cloud consulting & SI and Web Development. They are located in Cleveland, Ohio.
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UndisclosedUndisclosed10 - 49San Antonio, TX
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Epiphany Industrial Technologies, an IT strategy consulting company, was founded in 2021. The team offers IT strategy consulting and cloud consulting & SI and is headquartered in San Antonio, Texas.
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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.