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.
8,053 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 89 projectsSet2Close is a CRM consultancy specializing in CRM implementation and systems integration, particularly with HubSpot. They consistently receive high praise for their expertise, value for cost, and effective project management, with 100% of reviews highlighting their responsive support and tailored solutions. Clients frequently commend their onboarding and training processes, ensuring seamless adoption and maximizing CRM utility.
23 of 23 reviews are 5 stars22 new reviews for CRM Consulting and SI servicesLess than $10,000 avg. project costRead 23 Recent ReviewsReviewed 23 times in the past 6 months
Recent client feedback for Set2Close highlights exceptional project management, timely delivery, and in-depth HubSpot expertise. Clients praised their personalized approach, with one noting, "Their ongoing support has been equally responsive and reliable." Another remarked on the unique Sidekick tool, stating it added immediate value. Overall, sentiment is overwhelmingly positive, with clients expressing satisfaction in achieving their objectives efficiently, while no significant areas for improvement were identified.Was this helpful?
67 of 72 CRM Consulting and SI reviews are 5 stars22 new reviews for CRM Consulting and SI in past 6 monthsLess than $10,000 avg. project costRead 72 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?
Average Project Cost Breakdown
Read All ReviewsWhat Clients Have Said
Clients frequently commend Set2Close for their cost-effectiveness and value for money. One client noted that their pricing fit within budget while delivering great value, stating, "Good value for cost" and emphasized the high quality of service received. Another client highlighted that Set2Close's onboarding services saved them $2-5k, underscoring their affordability. Overall, feedback reflects a strong sentiment of satisfaction regarding the financial investment relative to the quality of support and expertise provided.Was 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.
Reviews mention Well-organized projects
Clients consistently express satisfaction with CloudMasonry's project organization and management. For instance, the Graduate Recruitment Manager at Lehigh University noted their ability to transform vague concepts into detailed plans while adhering to schedules and remaining flexible. Similarly, a senior manager at Direct Energy praised their consistent delivery on time and under budget, emphasizing their transparent communication and strategic collaboration. Overall, client sentiment reflects a high level of trust in CloudMasonry's well-organized project execution.-
Salesforce Automation & Functionality Dev for Direct Energy
5.0 Jan 27, 2021I use a tool called Agile Accelerator within Salesforce, which allows me to track our user stories, backlog, and deliveries each sprint. Their team is flexible enough to work with my tool and also use their own solutions to keep organized on their side. At the end of each week, they deliver a clear report that details all of those logistics along with how many billable hours we have remaining.
Read Full Review -
Communications Strategy for University
5.0 Nov 21, 2024The CloudMasonry team was fantastic to work with! They not only responded to our needs, they helped us understand our needs! They worked with us to develop this project from a vague concept to a detailed plan & implementation. They kept us on schedule and worked flexible when we encountered delays.
Read Full Review
Was this helpful?
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 feedback for CloudMasonry highlights strong client satisfaction, particularly with their knowledgeable staff. A client from Eliquent noted that Ishan provided exceptional guidance, leading to a successful digitization of their lead conversion process. The project resulted in streamlined operations and improved data reporting. Overall, clients appreciate the company's responsiveness and expertise, with no significant areas for improvement identified in the latest reviews.Was this helpful?
6 of 6 CRM Consulting and SI reviews are 5 stars1 new review for CRM Consulting and SI in past 6 months$50,000 – $199,999 avg. project costRead 6 ReviewsCRM Consulting and SI PROJECT HIGHLIGHT
CRM Consulting & SI for Pharmaceutical Consulting Firm
5.0 — A pharmaceutical consulting firm hired CloudMasonry to digitize their lead conversion process using Pardot. The team also helped the client switch from email alerts to Salesforce for lead Read moreWas this helpful?
View projects from:
Was this helpful?
-
-
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
Tell 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
36.1/40.017.4/20 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
35.2/40.017.4/20 Reviews10/10 Clients & Experience7.8/10 Market PresenceService focus
100% CRM Consulting and SI -
$5,000+$25 - $49 / hr50 - 249London, England
Ability to deliver
34.6/40.016.4/20 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 -
$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 -
$1,000+$25 - $49 / hr10 - 49
Ability to deliver
33.4/40.017.4/20 Reviews10/10 Clients & Experience6/10 Market PresenceService focus
100% CRM Consulting and SI -
$5,000+$50 - $99 / hr50 - 249Hanoi, Vietnam
Ability to deliver
35.9/40.017.2/20 Reviews9.8/10 Clients & Experience8.9/10 Market PresenceService focus
40% CRM Consulting and SI60% Other -
$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 -
$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 -
$50,000+$50 - $99 / hr250 - 999
Ability to deliver
32.5/40.016.4/20 Reviews10/10 Clients & Experience6.1/10 Market PresenceService focus
55% CRM Consulting and SI45% Other -
$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 -
$1,000+< $25 / hr50 - 249Indore, India
Ability to deliver
32.2/40.016.8/20 Reviews9.5/10 Clients & Experience5.9/10 Market PresenceService focus
50% CRM Consulting and SI50% Other -
$25,000+$25 - $49 / hr1,000 - 9,999Orlando, FL
Ability to deliver
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 - 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 -
$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 -
UndisclosedUndisclosed50 - 249Calabasas, CA
Ability to deliver
31.4/40.016.8/20 Reviews6.5/10 Clients & Experience8.1/10 Market PresenceService focus
70% CRM Consulting and SI30% Other
Latest CRM Articles
See all articles
The Best Password Managers for Small Businesses in 2026
How secured are you online? Explore these top password managers to help safeguard your small business from malicious cyber attacks this 2026.
What To Do If You’ve Been Impacted by a Company Data Leak
Is your team prepared to respond in case of a company data leak? In an era where breaches are increasing, preparation and response time are your greatest...
Similar Categories
Related Services
Specialties
Locations Near You
Get personalized agency matches based on your project goals.