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 - 49Syracuse, NY
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StorySlab is an IT strategy consulting company. Launched in 2012, the company is headquartered in Syracuse, New York. Their team offers IT strategy consulting and Mobile App Development.
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UndisclosedUndisclosed10 - 49Bogotá, Colombia
Services provided
Founded in 1997, X y Z Estrategias is an Advertising company. Their team focuses on Advertising and CRM consulting and 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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$5,000+$100 - $149 / hr10 - 49Dover, NH
Services provided
Small Email Marketing company Apeak Solutions, is based in Dover, New Hampshire. Their services include Email Marketing and Marketing Strategy.
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UndisclosedUndisclosed10 - 49MedellĂn, Colombia
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TecnoSoluciones is a CRM consulting and SI company. Established in 2002, the company is located in MedellĂn, Colombia. Their services include CRM consulting and SI and Digital Strategy.
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UndisclosedUndisclosed10 - 49SĂŁo Paulo, Brazil
Services provided
Headquartered in São Paulo, Brazil, PAPER Comunicação is a small branding agency. Their services include Branding and CRM consulting and SI.
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UndisclosedUndisclosed10 - 49San Juan, Puerto Rico
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RosadoToledo& is a small Advertising company based in San Juan, Puerto Rico. Their services include Advertising and Branding.
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UndisclosedUndisclosed10 - 49Sioux Falls, SD
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AllStar Technology is a web design agency. Their small team is located in Sioux Falls, South Dakota. Their services include Web Design and CRM consulting and SI.
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UndisclosedUndisclosed10 - 49دبي, United Arab Emirates
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Cloud Desk Technology is a small IT staff augmentation company established in 2015. Their services include IT staff augmentation and Mobile App Development.
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UndisclosedUndisclosed10 - 49Ciudad LĂłpez Mateos, Mexico
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Artificial intelligence firm BABEL Systems was launched in 2010. The team specializes in Artificial Intelligence and BI & big data consulting & SI.
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UndisclosedUndisclosed10 - 49Horsham, England
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Strategicabm is a Sales Outsourcing company. In Horsham, England, the agency was founded in 1995. Their services include Sales Outsourcing and CRM consulting and SI.
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UndisclosedUndisclosed10 - 49Frisco, TX
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Fortune Minds Inc. Is a small IT strategy consulting company. Launched in 2012, the team offers IT strategy consulting and cloud consulting & SI.
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UndisclosedUndisclosed10 - 49Melville, NY
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A. B. Computer Systems, Inc. Is a software development firm. The company is based in Melville, New York. Their services include Custom Software Development and BI & big data consulting & SI.
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UndisclosedUndisclosed10 - 49Zaragoza, Spain
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Actio Procesos y TecnologĂa is a big data company. The team specializes in BI & big data consulting & SI and cloud consulting & SI, and the agency is headquartered in Zaragoza, Spain.
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UndisclosedUndisclosed10 - 49London, England
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AAR Group is a Business Consulting company. The company is headquartered in London, England. Their team provides Business Consulting and Branding.
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UndisclosedUndisclosed10 - 49Denver, CO
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DG Marketing Services is a CRM consulting and SI company. Their small team of employees is based in Denver, Colorado. Their team provides CRM consulting and SI and Fractional CMO Services.
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UndisclosedUndisclosed10 - 49London, England
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Storilabs System Technologies is an e-commerce development company established in 2015. The agency focuses on E-Commerce Development and CRM consulting and SI.
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UndisclosedUndisclosedFreelancer
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In Mijas, Spain, Bas Buur Development is a small CRM consulting and SI company. Their services include CRM consulting and SI and Web Development.
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UndisclosedUndisclosedFreelancerGrand Rapids, MI
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Adaptive Cause, a CRM consulting and SI company, provide CRM consulting and SI and Mobile App Development. They were founded in 2023.
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UndisclosedUndisclosedFreelancer
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PR firm Celly Consulting LLC focuses on Public Relations and Content Marketing. They were founded in 2018.
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UndisclosedUndisclosedFreelancer
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ACL Digital Marketing, LLC, a small Marketing Strategy company, is located in Springfield, Missouri. Their services include Marketing Strategy and Email Marketing.
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UndisclosedUndisclosedFreelancer
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Whitney Solutions Group is a Conversion Optimization company. Based in Olathe, Colorado, the team specializes in Conversion Optimization and Web Design.
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UndisclosedUndisclosed2 - 9Grand Rapids, MI
Services provided
The Image Shoppe is a branding company. The small Grand Rapids, Michigan-based team focuses on Branding and Content Marketing. The firm was established in 2000.
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UndisclosedUndisclosed2 - 9Dallas, TX
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Clockwork Technology, LLC is an Accounting company. They are headquartered in Dallas, Texas. Their team specializes in Accounting and Custom Software Development.
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UndisclosedUndisclosed2 - 9Overland Park, KS
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Yoodle LLC is a software development company located in Overland Park, Kansas. They focus on Custom Software Development and CRM consulting and SI.
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UndisclosedUndisclosed2 - 9Chattanooga, TN
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Red Branch Development is a CRM consulting and SI company established in 2010. The agency provides CRM consulting and SI and Digital Strategy, and is small.
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UndisclosedUndisclosed2 - 9Bogotá, Colombia
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Hidrasistemas, a web design agency, was established in 2010. The team specializes in Web Design and Web Development.
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UndisclosedUndisclosed2 - 9Cundinamarca, Colombia
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Located in Cundinamarca, Colombia, IT Ecology is a web development firm. Established in 2015, the team specializes in Web Development and CRM consulting and SI.
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UndisclosedUndisclosed2 - 9MĂĽnchen, Germany
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BSQuared is a MĂĽnchen, Germany-based cloud consulting & SI company. They provide cloud consulting & SI and Mobile App Development and were established in 2012.
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UndisclosedUndisclosed2 - 9West Melbourne, FL
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Small IT strategy consulting company Sun$hine Consulting, is located in West Melbourne, Florida. The team specializes in IT strategy consulting and HR Consulting.
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UndisclosedUndisclosed2 - 9Florida Oeste, Argentina
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Axxon Consulting, an UX company, was established in 2002. The small team specializes in UX/UI Design and BI & big data consulting & SI.
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UndisclosedUndisclosed2 - 9Manaus, Brazil
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Cloud consulting & SI company Pccom Pro is headquartered in Manaus, Brazil. The team specializes in cloud consulting & SI and CRM consulting and SI.
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UndisclosedUndisclosed2 - 9
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Small social media marketing agency Dylan Takes The Stage, is in Singapore. The team focuses on Social Media Marketing and Search Engine Optimization.
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UndisclosedUndisclosed2 - 9Irving, TX
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Logistics & Supply Chain Consulting company Merit American Technologies is located in Irving, Texas. They focus on Logistics & Supply Chain Consulting and CRM consulting and SI.
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UndisclosedUndisclosed2 - 9Iowa City, IA
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Global Business Transformation Professionals is a small Business Consulting company located in Iowa City, Iowa. The team specializes in Business Consulting and Search Engine Optimization.
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UndisclosedUndisclosed2 - 9East Kilbride, Scotland
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In East Kilbride, Scotland, Besyncly is a small e-commerce development firm. The team provides E-Commerce Development and CRM consulting and SI.
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UndisclosedUndisclosed2 - 9Istanbul, TĂĽrkiye
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Crosstech Information Technologies is a mobile application development firm founded in 2014. Their team specializes in Mobile App Development and CRM consulting and SI.
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UndisclosedUndisclosed2 - 9Gainesville, GA
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MediaPressions Web Design & SEO Services is a SEO agency. In Gainesville, Georgia, the company was established in 2007. Their services include Search Engine Optimization and Web Design.
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UndisclosedUndisclosed2 - 9Ann Arbor, MI
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HastyEgg is a software development company. The Ann Arbor, Michigan-based agency was established in 2020. Their team offers Custom Software Development and E-Commerce Development.
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UndisclosedUndisclosed2 - 9
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Insight Bundle, Inc. Is a web design company. Launched in 2021, the team specializes in Web Design and BI & big data consulting & SI.
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UndisclosedUndisclosed2 - 9Barangaroo, Australia
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Acsis Technologies Pty Ltd is a Market Research company. The Barangaroo, Australia-based company focuses on Market Research and BI & big data consulting & SI.
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UndisclosedUndisclosed2 - 9Jacksonville, FL
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To The Next Level is a small HR Consulting company in Jacksonville, Florida. Their services include HR Consulting and BI & big data consulting & SI.
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UndisclosedUndisclosed2 - 9
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Shopify Thrive is a web design company. Founded in 2021, the team specializes in Web Design and UX/UI Design. The firm is headquartered in Cleveland, Ohio.
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UndisclosedUndisclosed2 - 9
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Cleveland Brands is a branding company located in Nashville, Tennessee. They offer Branding and Email Marketing.
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UndisclosedUndisclosed2 - 9Paris, France
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YpsĂłmetro, a CRM consulting and SI company, is in Paris, France. Founded in 2010, the team provides CRM consulting and SI and E-Commerce Development.
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UndisclosedUndisclosed2 - 9San Diego, CA
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8People, Inc. Is a small data analytics company. They provide BI & big data consulting & SI and cloud consulting & SI and were established in 2017.
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UndisclosedUndisclosed2 - 9
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DCA Group is a business intelligence company. They were established in 1994, and their services include BI & big data consulting & SI and Microservices Architecture Services.
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UndisclosedUndisclosed2 - 9Spotswood, Australia
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Codux Pty Ltd is an IT strategy consulting company. They are based in Spotswood, Australia and have small team. They focus on IT strategy consulting and IT managed services.
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UndisclosedUndisclosed2 - 9
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Conversion Optimization company Mortar Metrics was launched in 2023. The small team provides Conversion Optimization and Search Engine Optimization.
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UndisclosedUndisclosed2 - 9
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Turbine Web Solutions is a SEO services firm. Located in Vancouver, Washington, the company was founded in 2015. Their services include Search Engine Optimization and Web Design.
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UndisclosedUndisclosed2 - 9Portage, IN
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Creative Marketing Group is a small Portage, Indiana-based SEO agency. The team focuses on Search Engine Optimization 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.