Top CRM Consultants
Customer Relations Management (CRM) is an industry that focuses on and enhances the most important aspect of any business - the customers. Most companies mistake this industry for public relations (PR) and while there are aspects of that field that cater to customers, their main focus is media and delivering a message.
CRM consultants are professionals dedicated to helping companies choose, integrate, and optimize CRM systems for their operations. They are focused on ensuring that the CRM solution meets the company’s needs, adding value to their customer relationship management efforts, and boosting workflow efficiency. Additionally, these professionals offer advice on the best customization and integration options with other essential business solutions, such as enterprise resource planning (ERP) and marketing automation tools.
On average, the cost of hiring an experienced CRM consultant ranges between $2,000–$10,000 per month, depending on several factors such as project complexity and location. When preparing a budget for a CRM consulting partnership, it’s crucial to learn more about your project because the type of service you need will impact the costs.
CRM specialists focus on managing and optimizing a company’s CRM solution to ensure its effectiveness and avoid complications. They also handle tasks such as CRM data management, workflow optimization, user training and support, and customer engagement strategy. Their role is crucial for improving lead tracking and maximizing the benefits of CRM investments.
Content Relationship Management (CRM) is a tool that’s designed to help organizations and companies keep track of and manage their relationships with their customers. It’s a solution that’s dedicated to storing customer data, monitoring leads and interactions, and automating related workflows.
7,712 Companies
List of the Top CRM Companies
Sponsored
-
Featured
What are Featured Providers?
$5,000+$200 - $300 / hr10 - 49kamloops, CanadaServices provided
80% CRM Consulting and SI20% Business ConsultingSee all 84 projectsSet2Close is a CRM consultancy specializing in CRM implementation and systems integration, particularly with HubSpot. They consistently receive positive feedback, with 100% of reviewers highlighting their in-depth product knowledge and personalized support. Clients appreciate their affordability and strategic guidance, which simplifies complex processes and enhances operational efficiencies across various industries.
21 of 21 reviews are 5 stars20 new reviews for CRM Consulting and SI servicesLess than $10,000 avg. project costRead 21 Recent ReviewsReviewed 21 times in the past 6 months
In the last six months, clients have consistently praised Set2Close for their expertise in HubSpot onboarding and CRM training. Notable feedback highlights their ability to simplify complex processes, provide tailored support, and ensure timely delivery of services. Clients from diverse industries, such as Pyro Shield and Loop ERP, noted improved operational efficiency and effective communication. Overall, sentiment is overwhelmingly positive, with no significant areas for improvement identified by clients.Was this helpful?
62 of 67 CRM Consulting and SI reviews are 5 stars20 new reviews for CRM Consulting and SI in past 6 monthsLess than $10,000 avg. project costRead 67 ReviewsCRM Consulting and SI PROJECT HIGHLIGHT
HubSpot Onboarding Services for SaaS Platform
5.0 — Set 2 Close provided HubSpot onboarding services for a SaaS platform. The team was responsible for setting up the tool, providing training and troubleshooting, and offering video support. Read moreWas this helpful?
Industry Experience
Set2Close has garnered positive feedback across various industries, including Manufacturing, Medical, Financial Services, Advertising & Marketing, and Education. Clients commend their expertise in HubSpot onboarding, sales process optimization, and CRM implementation. The sentiment is overwhelmingly favorable, with notable strengths in personalized service, effective communication, and tailored solutions that enhance operational efficiency. Their impact is particularly evident in manufacturing and financial services, making them a strong candidate for companies in need of CRM and sales process support.
Read All ReviewsSelect Industry to see insights
Manufacturing Restaurants Wellness & Fitness Consulting Insurance Consumer Products Retail Non-profit Information technology Arts, entertainment & music Education Agriculture Real estate Business services Advertising & marketing Financial services Construction Transportation Software IT Services Other Industry Healthcare Human Resources MedicalWas this helpful?
More responsive than most other service providers
Get in TouchSet2Close is responsive
They are a great candidate to start a conversation with. Send them a short message or project inquiry.Was this helpful?
$10,000+$25 - $49 / hr50 - 249Dehradun, IndiaServices provided
50% CRM Consulting and SI10% AI Agents10% AI Development +3 services10% ERP Consulting and SI10% Low/No Code Development10% Web DevelopmentSee all 31 projectsCynoteck Technology Solutions Pvt. Ltd. is a CRM Consulting and Systems Integration company known for its strong work ethic and effective project management. They deliver robust CRM solutions with high responsiveness and eagerness to meet client needs, as evidenced by positive feedback from all reviewers.
Industry Experience
Cynoteck Technology Solutions Pvt. Ltd. has demonstrated strong capabilities across various industries, including Healthcare, Real Estate, Manufacturing, Sports, Nonprofit, Consulting, Advertising & Marketing, Legal, Food & Beverages, and IT Services. Clients praised their expertise in developing RPA tools, CRMs, and websites, as well as their responsiveness and project management. They are particularly well-regarded in Healthcare and Real Estate for their innovative solutions and timely delivery, making them a suitable partner for organizations seeking technological advancements.
Read All ReviewsSelect Industry to see insights
Real estate Healthcare Manufacturing Sports Nonprofit Advertising & marketing Legal Cannabis Food & Beverages IT Services Software Education Arts, entertainment & music Retail Legal Information technology Utilities ConsultingWas this helpful?
Average Project Cost Breakdown
Read All ReviewsWhat Clients Have Said
Cynoteck Technology Solutions Pvt. Ltd. is frequently praised for providing good value for cost, with clients noting that their pricing fits within budget constraints while delivering high-quality results. One client remarked on their 'good value for cost,' while another highlighted that their deliverables exceeded expectations. Overall, the sentiment is positive, with many clients expressing satisfaction with the balance between cost and the quality of services received.Was this helpful?
View projects from:
Was this helpful?
$3,000 Basic Package ideal for first-time CRM users. $8,000 Standard Package ideal for existing CRM users $15,000 Enhanced Package for CRM power-usersView PackagesCRM Implementation Packages
Basic Package: CRM Setup, Lead, Opportunity, Contact, Accounts, Activities, Dashboards ||| Standard Package: All features of Basic Package plus Territory Management, Product & Price Book, Lead Channels, Sales Cadence, Mobile App ||| Enhanced Package: All features of Standard Package plus Team Collaboration, Case Management, AutomationsWas this helpful?
$5,000+$200 - $300 / hr50 - 249Chicago, ILServices provided
100% CRM Consulting and SISee all 15 projectsCloudMasonry is a CRM Consultancy specializing in CRM Implementation and CRM Systems Integration. Reviewers overwhelmingly highlight their expertise and professionalism, with 100% satisfaction, noting their ability to deliver projects on time and within budget. Approximately 80% of reviewers commend their proactive approach and strong communication skills, emphasizing the value they provide in CRM Consulting and SI services.
1 of 1 reviews is 5 stars1 new review for CRM Consulting and SI services$10,000 – $49,000 avg. project costRead 1 Recent ReviewReviewed 1 time in the past 6 months
Recent reviews of CloudMasonry reflect a highly positive sentiment, highlighting their effective project management and knowledgeable team. A client from Eliquent praised Ishan's expertise in digitizing their lead conversion process, resulting in streamlined operations and improved data reporting. The company's competitive pricing and high ratings were significant factors in their selection. Overall, clients express satisfaction with outcomes, indicating CloudMasonry's capability to deliver tailored solutions effectively.Was this helpful?
Industry Experience
CloudMasonry has received positive feedback across various industries, including Publishing, Education, Insurance, Financial Services, Nonprofit, IT Services, Utilities, Arts, Entertainment & Music, and Pharmaceuticals. Clients praise their expertise in Salesforce implementation, project management, and proactive communication. The overall sentiment is highly favorable, highlighting their strengths in understanding client needs and delivering on time. Educational institutions and financial services firms particularly commend their ability to enhance communication strategies and optimize reporting, making them a strong fit for clients in these sectors.
Read All ReviewsSelect Industry to see insights
Publishing Education Insurance Financial services Nonprofit IT Services Utilities Arts, entertainment & music Consumer Products PharmaceuticalsWas this helpful?
Average Project Cost Breakdown
Read All ReviewsWhat Clients Have Said
Clients consistently noted CloudMasonry's excellent value for money, highlighting their competitive pricing and high-quality service. One client remarked on their 'good value for cost,' while another emphasized that CloudMasonry 'fit our budget' without compromising on expertise. Overall, sentiments are overwhelmingly positive, with many clients praising their ability to deliver projects on time and on budget, further affirming the company's commitment to providing substantial value.Was this helpful?
View projects from:
Was this helpful?
-
UndisclosedUndisclosedFreelancerFort Lauderdale, FL
Services provided
10% CRM Consulting and SI15% Pay Per Click15% Search Engine Optimization +6 services10% Advertising10% Content Marketing10% Conversion Optimization10% Market Research10% Social Media Marketing10% UX/UI DesignLeverage Digital Marketing, a SEO services firm, provides Search Engine Optimization and Pay Per Click. The firm is located in Fort Lauderdale, Florida.
Read more -
UndisclosedUndisclosedFreelancerArlington, VA
Services provided
10% CRM Consulting and SI40% Search Engine Optimization10% Digital Strategy +4 services10% Marketing Strategy10% Mobile & App Marketing10% Pay Per Click10% Social Media MarketingSEO agency Alden Lane Partners, LLC is headquartered in Arlington, Virginia. The team specializes in Search Engine Optimization and Marketing Strategy.
Read more -
UndisclosedUndisclosedFreelancerShawnee, KS
Services provided
10% CRM Consulting and SI10% Branding10% Conversion Optimization +7 services10% Digital Strategy10% Graphic Design10% IT Managed Services10% Market Research10% Search Engine Optimization10% UX/UI Design10% Web DevelopmentMarisa Gonzales Studios, LLC., a branding company, is in Shawnee, Kansas. Their services include Branding and Market Research.
Read more -
UndisclosedUndisclosedFreelancerToronto, Canada
Services provided
10% CRM Consulting and SI20% E-Commerce Development20% Search Engine Optimization +5 services10% Graphic Design10% IT Managed Services10% Low/No Code Development10% UX/UI Design10% Web DesignCa-Ching Designs, a SEO company, is based in Toronto, Canada. Their services include Search Engine Optimization and Web Design.
Read more -
UndisclosedUndisclosedFreelancerLas Vegas, NV
Services provided
10% CRM Consulting and SI15% Email Marketing15% Search Engine Optimization +5 services15% Social Media Marketing15% Web Design10% Pay Per Click10% Sales Outsourcing10% Video MarketingDeseret Marketing Group is a social media marketing firm. The Las Vegas, Nevada-based team focuses on Social Media Marketing and Email Marketing.
Read more -
UndisclosedUndisclosedFreelancerManassas Park, VA
Services provided
10% CRM Consulting and SI10% Branding10% Business Consulting +7 services10% Content Marketing10% Print Design10% Search Engine Optimization10% Social Media Marketing10% Video Production10% Web Design10% Web DevelopmentVoxlumedia is a small Manassas Park, Virginia-based branding company. The team specializes in Branding and Social Media Marketing.
Read more -
UndisclosedUndisclosedFreelancerMount Airy, MD
Services provided
10% CRM Consulting and SI15% Content Marketing15% Pay Per Click +4 services15% Search Engine Optimization15% Social Media Marketing15% Video Marketing15% Web DesignAmble Media Group is a small social media marketing firm based in Mount Airy, Maryland. Their services include Social Media Marketing and Content Marketing.
Read more -
UndisclosedUndisclosedFreelancerDover, DE
Services provided
10% CRM Consulting and SI10% AI Development10% Advertising +7 services10% Content Marketing10% Ecommerce Marketing10% Email Marketing10% SMS Marketing10% Search Engine Optimization10% Social Media Marketing10% Video MarketingSudden Impact Agency is an Advertising company. Their small team is located in Dover, Delaware. Their services include Advertising and Social Media Marketing.
Read more -
UndisclosedUndisclosedFreelancerFair Lawn, NJ
Services provided
10% CRM Consulting and SI15% Content Marketing15% Graphic Design +4 services15% IT Managed Services15% Search Engine Optimization15% Social Media Marketing15% Video ProductionLotus Business Resources is a small social media marketing firm headquartered in Fair Lawn, New Jersey. The team offers Social Media Marketing and Content Marketing.
Read more -
UndisclosedUndisclosedFreelancerSouthampton, England
Services provided
10% CRM Consulting and SI15% Pay Per Click15% Search Engine Optimization +6 services10% Content Marketing10% Conversion Optimization10% E-Commerce Development10% Product Design10% UX/UI Design10% Web DesignGeek Unique is a small e-commerce development firm founded in 2023. Their team specializes in E-Commerce Development and Search Engine Optimization.
Read more -
UndisclosedUndisclosedFreelancer
Services provided
10% CRM Consulting and SI20% Branding20% Market Research +4 services20% UX/UI Design10% Corporate Training & Coaching10% Custom Software Development10% Print DesignMoon March is a Minneapolis, Minnesota-based branding agency. Established in 2014, the team offers Branding and Market Research.
Read more -
UndisclosedUndisclosedFreelancerMill Valley, CA
Services provided
10% CRM Consulting and SI20% Search Engine Optimization20% Social Media Marketing +4 services20% Web Design10% Email Marketing10% Event Management10% Pay Per ClickWilder Strategy Lab is a social media marketing company. The Mill Valley, California-based firm provides Social Media Marketing and Search Engine Optimization.
Read more
Share your project goals, and we’ll connect you with verified partners who fit your budget and timeline.
Get My MatchesTell us what you need — we’ll match you with top agencies in minutes.
Get My MatchesWhy Trust Clutch
At Clutch, we believe trust is the foundation of every business relationship. Our mission is to help buyers make confident, data-backed decisions informed by real client experiences.
Every review on Clutch undergoes a rigorous, human-led verification process to make sure it’s valid. Our team of specialists confirms the identity of each reviewer, ensures the project is legitimate, and only publishes reviews that meet our strict criteria.
Verification doesn’t stop at the point of publication. Our Trust & Safety team routinely audits older reviews against our guidelines. When reviews fall short of our standards, we remove them.
We evaluate service providers using a structured methodology that combines:
- In-depth client interviews and ratings
- Comprehensive project details
- Market presence
- Portfolio examples and industry recognition
This data powers tools like the Leaders Matrix, which helps you compare agencies directly. Our research team curates rankings by weighing verified reviews most heavily, so the most trusted and experienced providers rise to the top.
Using this unique combination of verified client feedback and provider-supplied insights, Clutch distills the most important details into clear, digestible summaries so you have everything you need to make confident, informed decisions quickly.
We take fraud seriously. Providers who violate our guidelines may face lower rankings, restricted visibility, or removal from the platform altogether.
Clutch’s commitment to transparency is ongoing. We’re constantly refining our systems to protect the integrity of reviews and support you in finding the right agency.
Rollover to see company insights or click a company below for more details.
A Clutch Leaders Matrix provides a broad view of the top-performing companies in a particular service or location. Each company featured in a Leaders Matrix is evaluated based on Focus and Ability to Deliver. The size of each circle indicates that company’s size.
By using verified reviews, focused service details, and real project data, the Leaders Matrix highlights companies that consistently deliver and stand out from the rest. Each company’s position is based on how well they focus on a service area and how consistently they deliver results, helping you make informed, confident decisions. Learn More
Focus (x-axis)
Focus accounts for a company’s specialization within a certain service.
Ability to Deliver (y-axis)
Ability to Deliver considers three criteria:
- Client feedback and reviews
- Work experience and previous projects
- Market presence and reputation in the industry
List of the Top 15 CRM Companies
-
$1,000+$25 - $49 / hr50 - 249Austin, TX
Ability to deliver
38.5/40.020/20 Reviews10/10 Clients & Experience8.5/10 Market PresenceService focus
85% CRM Consulting and SI15% Other -
$5,000+$50 - $99 / hr50 - 249København, Denmark
Ability to deliver
37.5/40.018.4/20 Reviews10/10 Clients & Experience9.1/10 Market PresenceService focus
70% CRM Consulting and SI30% Other -
$5,000+$200 - $300 / hr10 - 49kamloops, Canada
Ability to deliver
37.1/40.020/20 Reviews9.6/10 Clients & Experience7.6/10 Market PresenceService focus
80% CRM Consulting and SI20% 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
36.5/40.017.8/20 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
35.2/40.017.4/20 Reviews10/10 Clients & Experience7.8/10 Market PresenceService focus
100% CRM Consulting and SI -
$10,000+$25 - $49 / hr50 - 249Dehradun, India
Ability to deliver
34.8/40.017.2/20 Reviews9.2/10 Clients & Experience8.4/10 Market PresenceService focus
50% CRM Consulting and SI50% Other -
$5,000+$25 - $49 / hr50 - 249London, England
Ability to deliver
34.5/40.016.4/20 Reviews9.5/10 Clients & Experience8.6/10 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
33.8/40.016.6/20 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
33.4/40.016.2/20 Reviews9.6/10 Clients & Experience7.6/10 Market PresenceService focus
50% CRM Consulting and SI50% Other -
$5,000+$50 - $99 / hr50 - 249Hanoi, Vietnam
Ability to deliver
36.1/40.017.4/20 Reviews9.8/10 Clients & Experience8.9/10 Market PresenceService focus
40% CRM Consulting and SI60% Other -
$1,000+$25 - $49 / hr10 - 49Atlanta, GA
Ability to deliver
33.4/40.017.4/20 Reviews10/10 Clients & Experience6/10 Market PresenceService focus
100% CRM Consulting and SI -
$50,000+Undisclosed1,000 - 9,999Warszawa, Poland
Ability to deliver
35.7/40.016.8/20 Reviews10/10 Clients & Experience8.9/10 Market PresenceService focus
20% CRM Consulting and SI80% 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 -
$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+$50 - $99 / hr250 - 999Kyiv, Ukraine
Ability to deliver
32.7/40.016.6/20 Reviews10/10 Clients & Experience6.1/10 Market PresenceService focus
55% CRM Consulting and SI45% Other -
$1,000+< $25 / hr50 - 249Indore, India
Ability to deliver
32.6/40.017.2/20 Reviews9.5/10 Clients & Experience5.9/10 Market PresenceService focus
50% CRM Consulting and SI50% 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 -
$1,000+$50 - $99 / hr50 - 249Kyiv, Ukraine
Ability to deliver
32.3/40.016.6/20 Reviews7.5/10 Clients & Experience8.2/10 Market PresenceService focus
60% CRM Consulting and SI40% 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 -
$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 -
$5,000+$25 - $49 / hr250 - 999Los Angeles, CA
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 -
$1,000+$100 - $149 / hr10 - 49Flower Mound, TX
Ability to deliver
31.6/40.016.4/20 Reviews8.5/10 Clients & Experience6.7/10 Market PresenceService focus
90% CRM Consulting and SI10% Other -
$1,000+$50 - $99 / hr10 - 49Market Deeping, England
Ability to deliver
31.4/40.016.8/20 Reviews7.5/10 Clients & Experience7.1/10 Market PresenceService focus
100% CRM Consulting and SI
Latest CRM Articles
See all articles
A Data Breach Response Guide for Small Businesses
One data breach can undo years of customer trust. With the right response strategy, your brand can limit the damage and come back stronger.
10 Tips for Better Security Hygiene
Good security hygiene is paramount to protect your information, finances, and identity. Explore these 10 essential tips to improve your personal online...
Similar Categories
Related Services
Specialties
Locations Near You
Get personalized agency matches based on your project goals.