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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UndisclosedUndisclosed2 - 9Austin, TX
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Executive Search company Audience Innovation was founded in 2005. In Austin, Texas, the team focuses on Executive Search and Pay Per Click.
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UndisclosedUndisclosed2 - 9Richmond Hill, Canada
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Its2ACE is a small Toronto, Canada-based IT strategy consulting company. Their services include IT strategy consulting and cloud consulting & SI.
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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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UndisclosedUndisclosed2 - 9Paris, France
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TISIAT is an IT strategy consulting company. They are headquartered in Paris, France and have small team. Their services include IT strategy consulting and BI & big data consulting & SI.
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UndisclosedUndisclosed2 - 9
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Striot is a branding company established in 2017. The team specializes in Branding and Digital Strategy and is in Folsom, California.
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UndisclosedUndisclosed2 - 9Los Angeles, CA
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Invoketin, Inc. Is a Los Angeles, California-based Email Marketing company. They specialize in Email Marketing and Conversion Optimization.
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UndisclosedUndisclosed2 - 9New York, NY
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Lean Layer is a Marketing Strategy company. The New York, New York-based company was established in 2019. Their services include Marketing Strategy and BI & big data consulting & SI.
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UndisclosedUndisclosed2 - 9New York, NY
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Marketing Strategy company DB Marketing Technologies was established in 1999. The agency specializes in Marketing Strategy and CRM consulting and SI.
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UndisclosedUndisclosed2 - 9Orlando, FL
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In Sao Paulo, Brazil and Orlando, Florida, Insight Sales is a CRM consulting and SI company. Launched in 2018, the team focuses on CRM consulting and SI and Business Consulting.
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UndisclosedUndisclosed2 - 9South Plainfield, NJ
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Established in 2019, Virtually Centered Solutions LLC is a CRM consulting and SI company. The agency focuses on CRM consulting and SI and Business Consulting, and is small.
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UndisclosedUndisclosed2 - 9
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Forward Strategy is a branding firm. Located in Toronto, Canada, the company was launched in 2017. Their services include Branding and IT strategy consulting.
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UndisclosedUndisclosed2 - 9
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RevXcelerate Consulting, a Marketing Strategy company, provide Marketing Strategy and Content Marketing. They were established in 2022.
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UndisclosedUndisclosed2 - 9
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Isaac Frank, a SEO agency, was launched in 2011. The small team offers Search Engine Optimization and CRM consulting and SI.
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UndisclosedUndisclosed2 - 9
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Founded in 2020, Amersify Digital Marketing is a social media marketing firm. The agency specializes in Social Media Marketing and Email Marketing, and is small.
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UndisclosedUndisclosed2 - 9
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Halestorm Media is an Email Marketing company founded in 2012. Their services include Email Marketing and BI & big data consulting & SI.
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UndisclosedUndisclosed2 - 9
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Wydro Media, a social media marketing agency, was founded in 1999. The team offers Social Media Marketing and Search Engine Optimization.
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UndisclosedUndisclosed2 - 9
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Growth Venue Marketing, an Advertising company, is located in Leesburg, Virginia. Their services include Advertising and Branding.
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UndisclosedUndisclosed2 - 9Vaughan, Canada
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DGTL Marketing Experts is a social media marketing firm. The team is based in Vaughan, Canada, and their services include Social Media Marketing and Email Marketing.
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UndisclosedUndisclosed2 - 9Melbourne, Australia
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Established in 2017, alphawhale is a small PPC agency. Their team provides Pay Per Click and CRM consulting and SI.
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UndisclosedUndisclosed2 - 9Peppermint Grove, Australia
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Lead Rocket is a small social media marketing agency headquartered in Peppermint Grove, Australia. Their services include Social Media Marketing and Pay Per Click.
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UndisclosedUndisclosed2 - 9
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Ballen Brands, a small social media marketing agency, is based in Boulder City, Nevada. Their services include Social Media Marketing and Conversion Optimization.
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UndisclosedUndisclosed2 - 9Las Vegas, NV
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WebKitty Creative Services LLC. Is a web design company. Established in 2010, the company is in Las Vegas, Nevada. Their services include Web Design and Web Development.
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UndisclosedUndisclosed2 - 9Clinton, MA
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Chatham Oaks Growth Solutions is a small Digital Strategy company. Founded in 2021, the team focuses on Digital Strategy and Search Engine Optimization.
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UndisclosedUndisclosed2 - 9London, England
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Small IT strategy consulting company Think Apps, is based in London, England. The team provides IT strategy consulting and cloud consulting & SI.
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UndisclosedUndisclosed2 - 9London, England
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Lead Hero AI is a CRM consulting and SI company. Launched in 2018, the firm is located in London, England. Their services include CRM consulting and SI and Advertising.
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UndisclosedUndisclosed2 - 9
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PPC company ONE & MAIN specializes in Pay Per Click and CRM consulting and SI. They are headquartered in Virginia Beach, Virginia.
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UndisclosedUndisclosed2 - 9Boston, MA
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Local CEO is a small social media marketing firm in Boston, Massachusetts. The team focuses on Social Media Marketing and Email Marketing.
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UndisclosedUndisclosed2 - 9Wilmington, NC
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SEO company deviateMEDIA is located in Wilmington, North Carolina. They offer Search Engine Optimization and Mobile App Development.
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UndisclosedUndisclosed2 - 9Austin, TX
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SKI Technology Solutions is a business intelligence company launched in 2013. The team provides BI & big data consulting & SI and IT managed services and is in Austin, Texas.
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UndisclosedUndisclosed2 - 9
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SEO company Moveiton is located in kyiv, Ukraine. They provide Search Engine Optimization and Pay Per Click.
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UndisclosedUndisclosed2 - 9Folsom, LA
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Local MarketPlace is a SEO agency founded in 2008. The team specializes in Search Engine Optimization and Web Design.
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UndisclosedUndisclosed2 - 9Montpelier, VT
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Bear Code LLC is a social media marketing company. Their small team of employees is in Montpelier, Vermont. Their team provides Social Media Marketing and CRM consulting and SI.
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UndisclosedUndisclosed2 - 9San Francisco, CA
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MachZho is an Affiliate Marketing company. Based in San Francisco, California, their small team offers Affiliate Marketing and Content Marketing. The agency was launched in 2019.
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UndisclosedUndisclosed2 - 9Seattle, WA
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IT strategy consulting company DyNexus Recruiting & Staffing is located in Seattle, Washington. They focus on IT strategy consulting and CRM consulting and SI.
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UndisclosedUndisclosed2 - 9Glendale, CA
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AdWaken.ai is a Glendale, California-based branding firm. They offer Branding and Social Media Marketing and were established in 2024.
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UndisclosedUndisclosed2 - 9
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AMPED Pipeline Marketing is a small Burlington, Vermont-based branding firm. The team provides Branding and CRM consulting and SI.
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UndisclosedUndisclosed2 - 9Poland, ME
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JC Marketing Group, LLC is a Poland, Maine-based Sales Outsourcing company. Their services include Sales Outsourcing and Email Marketing.
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UndisclosedUndisclosed2 - 9Saco, ME
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Patti Devine Inc., a Marketing Strategy company, was launched in 2003. They offers Marketing Strategy and Email Marketing.
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UndisclosedUndisclosed2 - 9
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Technest Support Center is a small phone answering service in. Their services include Call Center Services and Back Office Outsourcing.
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UndisclosedUndisclosed2 - 9
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NoCode Consulting is an UX design company. The Chicago, Illinois-based firm was established in 2021. Their team provides UX/UI Design and CRM consulting and SI.
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UndisclosedUndisclosed2 - 9Largo, FL
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In Largo, Florida, Concentric Management LLC is a Content Marketing company. Their services include Content Marketing and Search Engine Optimization.
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UndisclosedUndisclosed2 - 9Orlando, FL
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Skysoft Incorporated is a cloud consulting & SI company. The Orlando, Florida-based firm offers cloud consulting & SI and CRM consulting and SI.
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UndisclosedUndisclosed2 - 9Clearwater, FL
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Founded in 2020, Black Badger Software Solutions is a CRM consulting and SI company. The team offers CRM consulting and SI and ERP consulting and SI.
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UndisclosedUndisclosed2 - 9
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NextNow Digital is a Digital Strategy company. Established in 2020, the team offers Digital Strategy and Email Marketing. The agency is in Albuquerque, New Mexico.
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UndisclosedUndisclosed2 - 9Cranston, RI
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Launched in 2002, Digital Directions is a small Digital Strategy company based in Cranston, Rhode Island. Their team specializes in Digital Strategy and CRM consulting and SI.
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UndisclosedUndisclosed2 - 9Sioux City, IA
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BRIC Media Marketing Agency is a media planning & buying company established in 2022. The team focuses on Media Planning & Buying and Social Media Marketing.
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UndisclosedUndisclosed2 - 9Aalborg, Denmark
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Absent Wall is a branding company. The Aalborg, Denmark-based company was established in 2015. Their services include Branding and Video Production.
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UndisclosedUndisclosed2 - 9
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Tasnix is a big data analytics company. The company is in Sydney, Australia. Their services include BI & big data consulting & SI and CRM consulting and SI.
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UndisclosedUndisclosed2 - 9Singapore, Singapore
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Acclime Singapore Pte. Ltd. Is a Singapore, Singapore-based CRM consulting and SI company. They specialize in CRM consulting and SI and Business Consulting and were established in 2019.
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UndisclosedUndisclosed2 - 9Ciudad de MĂ©xico, Mexico
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Established in 2009, Kentriki MĂ©xico is a small SEO services firm headquartered in Ciudad de MĂ©xico, Mexico. Their team specializes in Search Engine Optimization and CRM consulting and SI.
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UndisclosedUndisclosed2 - 9Quarry Bay, Hong Kong
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Established in 2021, Incrementum is a Marketing Strategy company. The team offers Marketing Strategy 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.