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.
15 Leaders 15 Contenders
9,339 Companies
List of the Top CRM Companies
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Featured
What are Featured Providers?
$10,000+$25 - $49 / hr50 - 249Dehradun, IndiaServices provided
50% CRM Consulting and SI10% AI Development10% ERP Consulting and SI +3 services10% Low/No Code Development10% Mobile App Development10% Web DevelopmentSee all 31 projectsCynoteck Technology Solutions Pvt. Ltd. is a CRM Consulting and Systems Integration company recognized for its strong work ethic and effective project management. The company successfully developed a robust CRM system for a real estate client, with 100% of feedback highlighting their responsiveness and eagerness to meet client needs.
Reviews mention Openness
Clients have praised Cynoteck Technology Solutions Pvt. Ltd. for their exceptional openness in communication. One client noted that having direct access to both project managers and the development team facilitated clearer understanding and reduced miscommunication. The project management was described as impressive, with timely updates on deadlines and issues. This transparency and collaborative approach contributed significantly to the project's success, reinforcing a positive sentiment towards the company's openness.-
App Design & Dev for CRM Software Company
5.0 Jun 22, 2020Clients have direct access to both project managers and the wider team behind them. This is critical because technical things can easily be lost in translation when there's always and only a single middleman playing the role of messenger. They prevent that issue by keeping the lines of communication completely open.
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1 of 1 CRM Consulting and SI reviews are 5 stars$200,000 – $999,999 avg. project costRead 1 ReviewCRM Consulting and SI PROJECT HIGHLIGHT
CRM Development for Coworking Space Company
5.0 — Cynoteck Technology Solutions Pvt. Ltd. has been hired to develop a CRM system for a coworking space company. The team handles the entire development process. Read moreWas this helpful?
Industry Experience
Cynoteck Technology Solutions Pvt. Ltd. has demonstrated expertise across various industries, including healthcare, real estate, manufacturing, sports, education, and consulting. Clients have praised their attention to detail, responsiveness, and ability to deliver high-quality solutions tailored to industry-specific needs. In healthcare, they excelled in building RPA tools; in real estate, they developed robust CRMs; and in education, they provided comprehensive online learning solutions. Overall, feedback highlights their strong project management and commitment to client satisfaction, making them a versatile partner for diverse projects.
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Consulting Real estate Healthcare Manufacturing Sports Legal Cannabis Food & Beverages IT Services Arts, entertainment & music Legal Software Advertising & marketing Education Nonprofit Information technology Utilities RetailWas 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?
$1,000+$25 - $49 / hr50 - 249Thorold, CanadaServices provided
40% CRM Consulting and SI30% E-Commerce Development30% Web DevelopmentSee all 47 projectsComputan is a web development company that specializes in HubSpot and WordPress integration, offering services such as website development, CMS management, and CRM integration. The reviews reflect overwhelmingly positive feedback, with approximately 85% highlighting their technical fluency and timely delivery. A significant 70% of reviewers commend their adaptability and communication, emphasizing their role as a dependable partner rather than just a vendor.
Reviews mention Patient
Client feedback highlights Computan's exceptional patience and responsiveness throughout their engagements. One client noted, 'They’re patient with us when we ask a lot of detailed questions,' emphasizing their supportive approach. Another stated, 'The team is patient via phone and email,' reflecting their commitment to maintaining a positive relationship even under pressure. Overall, clients express satisfaction with Computan’s ability to accommodate their needs, resulting in a highly favorable sentiment regarding their patience and customer-centric service.-
Website Development Services for Educational Institution
5.0 May 13, 2021Working with Computan has been an absolute pleasure. Their team is responsive to our needs and actively listens. They’re patient with us when we ask a lot of detailed questions. On the relationship front, it’s been very successful.
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Custom Software Dev for Marketing Company
5.0 Nov 20, 2020Computan’s team is full of nice people. Everyone is always friendly, helpful, and patient. We communicate through calls and messages.
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HubSpot Development Support for Ad Agency
5.0 Sep 12, 2018They value their relationship with clients over anything else. Honestly, we need that; whether I’m right or wrong, they treat me like I’m right. The team is patient via phone and email. They never get frustrated or exasperated, no matter how many projects are sitting there. Even when we don’t follow their process, Computan exhibits a patience and professionalism that I wish I could bring back to our agency.
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2 of 2 reviews are 5 stars$10,000 – $49,000 avg. project costRead 2 Recent ReviewsReviewed 2 times in the past 6 months
Computan has received positive feedback from clients in the last six months, highlighting their strong project management and technical expertise. One client praised their ability to integrate complex systems seamlessly with HubSpot, noting a reliable agency locator tool that achieved over 300 matches per week. Another client commended Computan's responsiveness and the noticeable improvements in website speed and user engagement. Overall, clients appreciate the company's commitment to partnership and effective communication, with minimal areas for improvement indicated.Was this helpful?
Industry Experience
Computan has received positive feedback across various industries, including manufacturing, education, advertising & marketing, and business services. Clients appreciate their expertise in web development, maintenance, and custom solutions, often noting quick response times and strong communication. In manufacturing, they enhanced website speed and user engagement, while in education, they effectively integrated systems. Overall, Computan is regarded as a reliable partner, excelling particularly in sectors requiring tech support and digital transformations.
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Automotive Advertising & marketing Healthcare IT Services Education Beauty & Cosmetics Wellness & Fitness Logistics & Supply Chain Software Media Consulting Telecommunications Hospitality & leisure Nonprofit Information technology Research Other Industry Manufacturing Business servicesWas this helpful?
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$5,000+$200 - $300 / hr10 - 49kamloops, CanadaServices provided
40% CRM Consulting and SI10% Account-Based Marketing10% Digital Strategy +4 services10% Email Marketing10% Recruiting10% Sales Outsourcing10% StaffingSee all 103 projectsSet2Close specializes in CRM Consulting and Systems Integration, with a strong focus on HubSpot implementation and optimization. The company has received overwhelmingly positive feedback, with 100% of reviewers highlighting their expertise, and personalized approach. Clients frequently commend Set2Close for their organizational skills and ability to tailor solutions to specific business needs, making them highly recommended for CRM services.
78 of 83 CRM Consulting and SI reviews are 5 stars16 new reviews for CRM Consulting and SI in past 6 monthsLess than $10,000 avg. project costRead 83 ReviewsCRM Consulting and SI PROJECT HIGHLIGHT
HubSpot CRM Training & Consulting for Pharmacy
5.0 — Set2Close provided HubSpot CRM training for a pharmacy's sales representatives and helped the client align their HubSpot systems. The team also provided tools and reports that helped the client Read moreWas this helpful?
Industry Experience
Set2Close has demonstrated strong capabilities across various industries, including advertising & marketing, information technology, education, healthcare, and manufacturing. Clients consistently praise their expertise in HubSpot CRM implementation, onboarding, and training. Positive feedback highlights their organized approach, responsiveness, and ability to tailor solutions to client needs. Overall, the sentiment is overwhelmingly positive, positioning Set2Close as a valuable partner for businesses seeking effective CRM solutions and automation strategies.
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Arts, entertainment & music Manufacturing Other industries Advertising & marketing Information technology Education Retail Non-profit Real estate Media Supply Chain, Logistics, and Transport Business services Medical Financial services Construction InsuranceWas this helpful?
Average Project Cost Breakdown
Read All ReviewsWhat Clients Have Said
Set2Close has received positive feedback regarding its cost-effectiveness and value for money. Clients frequently noted that the pricing fit their budgets while providing high-quality services. For instance, one client mentioned saving $2,000 to $5,000 on initial setup costs due to Set2Close's free onboarding service. Many reviews highlight the exceptional support and personalized training received, which contributed to clients feeling confident and self-sufficient in using HubSpot, ultimately validating their investment in Set2Close's services.Was this helpful?
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UndisclosedUndisclosed50 - 249
Services provided
20% CRM Consulting and SI20% BI & Big Data Consulting & SI20% Cloud Consulting & SI +2 services20% ERP Consulting and SI20% IT Strategy ConsultingMidsize IT strategy consulting company Agilitz Technologies Limited, is in Secaucus, New Jersey and London, England. The team offers IT strategy consulting and BI & big data consulting & SI.
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UndisclosedUndisclosed50 - 249Franklin Township, NJ
Services provided
20% CRM Consulting and SI40% BI & Big Data Consulting & SI20% Cloud Consulting & SI +1 service20% Web DevelopmentSequent Inc is a big data analytics company. They are in Franklin Township, New Jersey and Gurugram, India, and their services include BI & big data consulting & SI and cloud consulting & SI.
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Featured
What are Featured Providers?
$1,000+$25 - $49 / hr50 - 249Austin, TXServices provided
65% CRM Consulting and SI10% API Development10% IT Staff Augmentation +2 services10% Low/No Code Development5% AI DevelopmentSee all 106 projectsPeeklogic, LLC is a CRM Consulting and SI company specializing in Salesforce development, CRM integration, and customer relationship management consulting. They consistently receive positive feedback, with 100% of reviewers impressed by their proactive communication, on-time delivery, and ability to handle complex projects, often exceeding expectations. Their expertise in CRM systems integration and alignment with client values are frequently highlighted.
12 of 12 reviews are 5 stars8 new reviews for CRM Consulting and SI servicesLess than $10,000 avg. project costRead 14 Recent ReviewsReviewed 12 times in the past 6 months
Peeklogic, LLC has received highly positive feedback over the last six months. Clients commend their exceptional project management, timely delivery, and responsiveness. For instance, one client highlighted a 25% increase in lead conversion rates due to Peeklogic's custom workflows, while another praised their ability to restore a damaged Salesforce project with proactive communication. Overall, clients expressed satisfaction with the quality of work and the alignment of values, with no significant areas for improvement identified.Was this helpful?
45 of 49 CRM Consulting and SI reviews are 5 stars8 new reviews for CRM Consulting and SI in past 6 monthsLess than $10,000 avg. project costRead 49 ReviewsCRM Consulting and SI PROJECT HIGHLIGHT
Custom CRM System Design for Monitoring Company
5.0 — Peeklogic, LLC has designed a custom CRM system for a monitoring company. Read moreWas this helpful?
Industry Experience
Peeklogic, LLC has garnered positive feedback across various industries including medical, information technology, financial services, manufacturing, and education. Clients commend their expertise in Salesforce integration, custom development, and project management, consistently highlighting successful outcomes such as enhanced operational efficiency and streamlined communication between systems. The overall sentiment is favorable, with particular praise for their responsiveness, adaptability, and commitment to delivering high-quality solutions tailored to specific industry needs.
Read All ReviewsSelect Industry to see insights
Financial services Software Chemicals & Biotechnology Telecommunications Advertising & marketing Real estate Education Transportation Arts, entertainment & music Retail Nonprofit Consumer Products Automotive Information technology Other industries Consulting Legal Construction Hospitality & leisure Business services Healthcare IT Services Non-profit Consumer products & services Manufacturing MedicalWas this helpful?
More responsive than most other service providers
Get in TouchPeeklogic, LLC is very responsive
They are a great candidate to start a conversation with. Send them a short message or project inquiry.Was this helpful?
$5,000+$200 - $300 / hr50 - 249Indianapolis, INServices provided
100% CRM Consulting and SISee all 15 projectsCloudMasonry is a CRM Consultancy specializing in CRM Implementation, CRM Integration, and Customer Relationship Management Consulting services. Their reviews reflect a high level of expertise, professionalism, and client satisfaction, with 100% of reviewers expressing positive feedback. Clients commend their proactive approach, knowledge in CRM systems, and ability to deliver projects on time and within budget.
Reviews mention Knowledgeable
Overall sentiment regarding CloudMasonry's knowledge is highly positive. Clients consistently highlighted the team's expertise, with specific feedback noting that Ishan was a 'wealth of knowledge' and a 'consultant' who provided clear explanations and guidance. The financial services client praised their consultant's deep understanding of Salesforce, which enhanced their learning experience. This knowledge contributed to successful project outcomes and satisfied clients, reflecting CloudMasonry's strong capability in delivering informed solutions.-
Custom Software Development for Financial Services Company
5.0 Jun 7, 2024Our experience with CloudMasonry has been impressive, primarily due to the consultant's knowledge and expertise in Salesforce. She answered questions quickly and gave clear explanations that we were able to understand as beginners to the system- and kindly repeated herself if we didn’t. She was also very accommodating whenever the schedule or scope had to change a bit.
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CRM Consulting & SI for Pharmaceutical Consulting Firm
5.0 Nov 19, 2025Ishan was very knowledgeable and easy to work with. Ishan was able to truly consult us and guide us in the right direction. I am very satisfied with the project outcome.
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Email Marketing for Educational Institution
5.0 Dec 28, 2023Exceptional project management and communication. They were responsive and knowledgeable about use of Salesforce/Pardot technology to suit our needs. Deep platform knowledge.
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6 of 6 CRM Consulting and SI reviews are 5 stars$50,000 – $199,999 avg. project costRead 6 ReviewsCRM Consulting and SI PROJECT HIGHLIGHT
Salesforce Support for Publishing Company
5.0 — CloudMasonry provides Salesforce support to a publishing firm. The team has set up a new Salesforce Service Cloud instance and transferred all customer service emails from the legacy platform into Read moreWas this helpful?
Industry Experience
CloudMasonry has garnered positive feedback across various industries, including education, financial services, insurance, and arts & entertainment. Clients commend their expertise in Salesforce and Pardot for enhancing communication strategies, reporting, and process automation. The general sentiment reflects CloudMasonry's strengths in project management, responsiveness, and delivering tailored solutions, making them an excellent fit for clients in sectors like education and financial services seeking robust digital transformation.
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Education Arts, entertainment & music Insurance Publishing Financial services Nonprofit IT Services Utilities Pharmaceuticals Consumer ProductsWas this helpful?
Average Project Cost Breakdown
Read All ReviewsWhat Clients Have Said
Clients consistently praise CloudMasonry for their competitive pricing and overall value. Feedback highlights that their services fit within budget constraints while delivering high-quality results. For instance, one client noted, 'Pricing fit our budget' and another emphasized, 'Good value for cost.' Overall sentiment reflects satisfaction with the company's ability to meet financial expectations, with multiple reviewers expressing that CloudMasonry offers a strong return on investment through effective project management and timely delivery.Was this helpful?
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UndisclosedUndisclosed50 - 249Leesburg, VA
Services provided
20% CRM Consulting and SI20% BI & Big Data Consulting & SI20% Cloud Consulting & SI +3 services20% ERP Consulting and SI10% Generative AI10% Web DevelopmentCompQsoft is a big data analytics company. In Leesburg, Virginia and Houston, Texas, the agency was launched in 1997. Their services include BI & big data consulting & SI and cloud consulting & SI.
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UndisclosedUndisclosed50 - 249Arlington, VA
Services provided
20% CRM Consulting and SI50% BI & Big Data Consulting & SI30% Cloud Consulting & SIHCLTech is a data analytics company headquartered in Arlington, Virginia and Budapest, Hungary. Their services include BI & big data consulting & SI and cloud consulting & SI.
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UndisclosedUndisclosed50 - 249London, England
Services provided
20% CRM Consulting and SI50% BI & Big Data Consulting & SI20% IT Strategy Consulting +1 service10% IoT DevelopmentDynamics Solution and Technology is a data analytics company. The team provides BI & big data consulting & SI and IT strategy consulting and is located in London, England and Lahore, Pakistan.
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UndisclosedUndisclosed50 - 249London, England
Services provided
20% CRM Consulting and SI40% BI & Big Data Consulting & SI20% AI Development +1 service20% ERP Consulting and SIPargesoft is a London, England-based big data analytics company. They provide BI & big data consulting & SI and CRM consulting and SI.
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UndisclosedUndisclosed1,000 - 9,999City of London, England
Services provided
10% CRM Consulting and SI10% Advertising10% Affiliate Marketing +7 services10% BI & Big Data Consulting & SI10% Content Marketing10% Conversion Optimization10% Ecommerce Marketing10% Pay Per Click10% Search Engine Optimization10% Social Media MarketingIProspect is an Advertising company founded in 1996. The agency focuses on Advertising and Social Media Marketing, and is large.
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UndisclosedUndisclosed1,000 - 9,999New York, NY
Services provided
10% CRM Consulting and SI15% Pay Per Click15% Social Media Marketing +6 services10% AI Development10% Advertising10% Customer Service Outsourcing10% Email Marketing10% Market Research10% Marketing StrategyZeta Global, a social media marketing firm, is in New York, New York and City of London, England. Their services include Social Media Marketing and Pay Per Click.
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UndisclosedUndisclosed50 - 249Paris, France
Services provided
20% CRM Consulting and SI60% Compliance Consulting20% IT Strategy ConsultingOdaseva, a Compliance Consulting company, was established in 2012. The agency provides Compliance Consulting and IT strategy consulting.
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UndisclosedUndisclosed50 - 249Pittsburgh, PA
Services provided
20% CRM Consulting and SI30% BI & Big Data Consulting & SI20% Compliance Consulting +2 services20% IT Strategy Consulting10% Market ResearchInnovative Systems, Inc. Is a midsize Pittsburgh, Pennsylvania-based data analytics company. The team offers BI & big data consulting & SI and IT strategy consulting.
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UndisclosedUndisclosed1,000 - 9,999Stamford, CT
Services provided
10% CRM Consulting and SI20% Cloud Consulting & SI20% HR Consulting +5 services10% Accounting10% BI & Big Data Consulting & SI10% Business Consulting10% Commercial Financing10% ERP Consulting and SIRizing is a cloud consulting & SI company. Located in Stamford, Connecticut, the company provides cloud consulting & SI and HR Consulting.
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UndisclosedUndisclosed50 - 249Milano, Italy
Services provided
20% CRM Consulting and SI10% AI Development10% Content Marketing +6 services10% Conversion Optimization10% Digital Strategy10% Pay Per Click10% Sales Outsourcing10% Search Engine Optimization10% Social Media MarketingCRM consulting and SI company Del Monte & Partner Comunicazione S.r.L. Was founded in 2001. The team specializes in CRM consulting and SI and Digital Strategy and is based in Milano, Italy.
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UndisclosedUndisclosed50 - 249San Ramon, CA
Services provided
20% CRM Consulting and SI20% AI Development20% AR/VR Development +2 services20% Business Consulting20% IoT DevelopmentLocated in San Ramon, California, Iron Horse is a midsize CRM consulting and SI company. The team focuses on CRM consulting and SI and AR/VR development.
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$5,000+$50 - $99 / hrFreelancer
Services provided
10% CRM Consulting and SI20% Branding20% Marketing Strategy +5 services10% Content Marketing10% Demand Generation Marketing10% Market Research10% Sales Outsourcing10% Social Media MarketingAdaptive Tiers is a small branding company in Charlotte, North Carolina. The team provides Branding and Marketing Strategy.
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UndisclosedUndisclosedFreelancerNew York, NY
Services provided
40% CRM Consulting and SI20% Business Consulting20% Email Marketing +1 service20% Fractional CMO ServicesBased in New York, New York, Romanoff Consultants is a CRM consulting and SI company. Their services include CRM consulting and SI and Email Marketing.
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UndisclosedUndisclosedFreelancerLoughrea, Ireland
Services provided
40% CRM Consulting and SI30% Business Consulting30% Marketing StrategyPaul Madden Consulting, a CRM consulting and SI company, was established in 2022. They focuses on CRM consulting and SI and Marketing Strategy.
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UndisclosedUndisclosed1,000 - 9,999Diamond Bar, CA
Services provided
10% CRM Consulting and SI20% API Development20% Application Testing +5 services10% AI Development10% Cloud Consulting & SI10% Cybersecurity10% E-Commerce Development10% Unified Communications Consulting & SILiferay is an Application Testing company established in 2004. The large team focuses on Application Testing and API Development.
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UndisclosedUndisclosed50 - 249San Francisco, CA
Services provided
20% CRM Consulting and SI20% Custom Software Development10% AI Development +5 services10% API Development10% Application Testing10% E-Commerce Development10% Generative AI10% Web DesignUniform Systems, Inc. Is a CRM consulting and SI company. Based in San Francisco, California and Berlin, Germany, their team focuses on CRM consulting and SI and Custom Software Development.
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UndisclosedUndisclosed50 - 249Toronto, Canada
Services provided
20% CRM Consulting and SI40% Application Testing20% Compliance Consulting +2 services10% Conversion Optimization10% Marketing StrategySymplify is an Application Testing company. Established in 2000, the agency specializes in Application Testing and CRM consulting and SI.
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UndisclosedUndisclosed50 - 249Naperville, IL
Services provided
20% CRM Consulting and SI20% ERP Consulting and SI10% BI & Big Data Consulting & SI +5 services10% Conversion Optimization10% Custom Software Development10% IT Managed Services10% IT Strategy Consulting10% Robotics Process AutomationEnnVee is a CRM consulting and SI company. The team specializes in CRM consulting and SI and ERP consulting and SI and is headquartered in Naperville, Illinois.
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UndisclosedUndisclosed1,000 - 9,999Raleigh, NC
Services provided
10% CRM Consulting and SI20% Accounting20% BI & Big Data Consulting & SI +4 services20% Custom Software Development10% Conversion Optimization10% ERP Consulting and SI10% Fractional CFO ServicesData analytics company insightsoftware is headquartered in Raleigh, North Carolina. The team provides BI & big data consulting & SI and Custom Software Development.
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UndisclosedUndisclosed50 - 249Overland Park, KS
Services provided
20% CRM Consulting and SI40% Search Engine Optimization20% Web Design +1 service20% Web DevelopmentHeadquartered in Overland Park, Kansas, Clubessential is a SEO company. The team focuses on Search Engine Optimization and Web Design.
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UndisclosedUndisclosed50 - 249Cockeysville, MD
Services provided
20% CRM Consulting and SI20% Email Marketing20% Sales Outsourcing +2 services20% Search Engine Optimization20% Web DesignShowcase IDX is an Email Marketing company. They offer Email Marketing and Search Engine Optimization and were launched in 2002.
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UndisclosedUndisclosed50 - 249London, England
Services provided
20% CRM Consulting and SI20% AI Development20% BI & Big Data Consulting & SI +2 services20% Business Consulting20% IT Managed ServicesPracedo is a business intelligence company. They were launched in 2010 and offer BI & big data consulting & SI and CRM consulting and SI.
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UndisclosedUndisclosed50 - 249St. Louis, MO
Services provided
20% CRM Consulting and SI20% ERP Consulting and SI20% IT Staff Augmentation +2 services20% IT Strategy Consulting20% Web DesignZen Software Solutions Inc is a St. Louis, Missouri-based web design agency. They offer Web Design and IT strategy consulting.
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UndisclosedUndisclosed1,000 - 9,999Philadelphia, PA
Services provided
10% CRM Consulting and SI20% Market Research20% Search Engine Optimization +5 services10% AI Development10% Advertising10% Media Planning & Buying10% Pay Per Click10% Social Media MarketingCMI Media Grou, a Market Research company, was established in 1989. In Philadelphia, Pennsylvania and Cherry Hill, New Jersey, the team offers Market Research and Search Engine Optimization.
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UndisclosedUndisclosed1,000 - 9,999Toronto, Canada
Services provided
10% CRM Consulting and SI20% Branding10% AI Development +6 services10% Advertising10% Content Marketing10% Media Planning & Buying10% Search Engine Optimization10% Social Media Marketing10% Video ProductionKlick, a branding company, was established in 1997. The team offers Branding and Advertising and is based in Toronto, Canada and New York, New York.
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UndisclosedUndisclosed50 - 249Houston, TX
Services provided
20% CRM Consulting and SI20% Cloud Consulting & SI20% ERP Consulting and SI +2 services20% Mobile App Development20% Web DesignSIROCo is a midsize web design company headquartered in Houston, Texas and McKinney, Texas. Their services include Web Design and cloud consulting & SI.
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UndisclosedUndisclosed50 - 249San Francisco, CA
Services provided
20% CRM Consulting and SI20% Generative AI20% Sales Outsourcing +4 services10% BI & Big Data Consulting & SI10% Business Consulting10% Marketing Strategy10% Search Engine OptimizationBuzzBoard is a CRM consulting and SI company. The team is in San Francisco, California and Lyndhurst, New Jersey, and their services include CRM consulting and SI and Sales Outsourcing.
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$1,000+$100 - $149 / hrFreelancerRichmond, Canada
Services provided
10% CRM Consulting and SI20% Cybersecurity20% DevOps Managed Services +3 services20% IT Strategy Consulting15% Computer Engineering15% Generative AIAgile O.P.S. Inc. Is a Richmond, Canada-based IT strategy consulting company. The team provides IT strategy consulting and Cybersecurity.
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UndisclosedUndisclosed50 - 249Lake Mary, FL
Services provided
20% CRM Consulting and SI20% Business Consulting20% ERP Consulting and SI +2 services20% IT Managed Services20% Mobile App DevelopmentIntelli ERP Software, LLC is a midsize Lake Mary, Florida-based CRM consulting and SI company. Their services include CRM consulting and SI and ERP consulting and SI.
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UndisclosedUndisclosed50 - 249Beaverton, OR
Services provided
20% CRM Consulting and SI20% Business Consulting20% ERP Consulting and SI +2 services20% IT Managed Services20% IT Strategy ConsultingMidsize IT strategy consulting company VISCAP Consultancy Services, is based in Beaverton, Oregon. Their services include IT strategy consulting and CRM consulting and SI.
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UndisclosedUndisclosedFreelancer
Services provided
40% CRM Consulting and SI60% Back Office OutsourcingJL Virtual Assistant is a Back Office Outsourcing company founded in 2020. The firm specializes in Back Office Outsourcing and CRM consulting and SI, and is small.
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UndisclosedUndisclosed50 - 249San Francisco, CA
Services provided
20% CRM Consulting and SI20% AI Development20% Sales Outsourcing +2 services20% Search Engine Optimization20% Social Media MarketingOdetta, Inc. Is a social media marketing agency located in San Francisco, California. They provide Social Media Marketing and Search Engine Optimization.
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UndisclosedUndisclosed50 - 249Vancouver, Canada
Services provided
20% CRM Consulting and SI20% Branding20% Corporate Training & Coaching +2 services20% HR Consulting20% Recruitment Process OutsourcingBranding firm Scout Talent is based in Vancouver, Canada and Milton, Australia. They focus on Branding and CRM consulting and SI and were founded in 2004.
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UndisclosedUndisclosed50 - 249Denver, CO
Services provided
20% CRM Consulting and SI20% Advertising20% Content Marketing +2 services20% Social Media Marketing20% UX/UI DesignAZDS Interactive Group is an Advertising company founded in 2006. Their services include Advertising and Social Media Marketing.
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UndisclosedUndisclosed50 - 249Dubai, United Arab Emirates
Services provided
20% CRM Consulting and SI20% Cloud Consulting & SI20% Cybersecurity +2 services20% Digital Strategy20% ERP Consulting and SIDigital Strategy company Catalyst Business Partners was established in 2002. The firm specializes in Digital Strategy and cloud consulting & SI, and is midsize.
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UndisclosedUndisclosed50 - 249London, England
Services provided
20% CRM Consulting and SI20% BI & Big Data Consulting & SI20% Custom Software Development +2 services20% IT Managed Services20% Low/No Code DevelopmentEstablished in 2017, Advisority is a big data company. The team offers BI & big data consulting & SI and CRM consulting and SI and is located in London, England and București, Romania.
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UndisclosedUndisclosed50 - 249Boston, MA
Services provided
20% CRM Consulting and SI30% Mobile App Development20% BI & Big Data Consulting & SI +2 services20% Low/No Code Development10% Web DesignResco is a mobile app development company founded in 1999. The company specializes in Mobile App Development and BI & big data consulting & SI.
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UndisclosedUndisclosed50 - 249Cincinnati, OH
Services provided
20% CRM Consulting and SI20% Branding20% Conversion Optimization +3 services20% Media Planning & Buying10% Pay Per Click10% Search Engine OptimizationBAREFOOT is a branding firm. The Cincinnati, Ohio-based firm offers Branding and Media Planning & Buying.
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UndisclosedUndisclosed50 - 249Limerick, Ireland
Services provided
20% CRM Consulting and SI20% AI Development20% Affiliate Marketing +2 services20% Robotics Process Automation20% Web DesignSHR Group, a midsize Affiliate Marketing company, is headquartered in Limerick, Ireland and Houston, Texas. Their services include Affiliate Marketing and Web Design.
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UndisclosedUndisclosed50 - 249Dublin, Ireland
Services provided
20% CRM Consulting and SI60% Affiliate Marketing20% Email MarketingBased in Dublin, Ireland, Systeme.io is an Affiliate Marketing company. They provide Affiliate Marketing and Email Marketing and were founded in 2017.
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UndisclosedUndisclosed50 - 249Dundalk, Ireland
Services provided
20% CRM Consulting and SI20% BI & Big Data Consulting & SI20% Cloud Consulting & SI +2 services20% ERP Consulting and SI20% IT Strategy ConsultingKasadara Technology Solutions Pvt Ltd is a midsize IT strategy consulting company. Launched in 2017, the team provides IT strategy consulting and BI & big data consulting & SI.
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UndisclosedUndisclosedFreelancer
Services provided
40% CRM Consulting and SI20% AI Development20% Blockchain +1 service20% Blockchain MarketingSeglete is a CRM consulting and SI company. Based in Dublin, Ireland, the team provides CRM consulting and SI and Artificial Intelligence.
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$1,000+$25 - $49 / hrFreelancer
Services provided
10% CRM Consulting and SI10% Business Consulting10% Business Continuity Management +7 services10% Corporate Training & Coaching10% Corporate Travel Management10% Document Digitization & Management10% Event Management10% IT Strategy Consulting10% Procurement Support10% StaffingIT strategy consulting company The Tailored PM was established in 2022. The team specializes in IT strategy consulting and CRM consulting and SI.
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Undisclosed$50 - $99 / hrFreelancer
Services provided
10% CRM Consulting and SI20% Email Marketing20% Search Engine Optimization +3 services20% Video Production15% Pay Per Click15% Social Media MarketingSterling Sparrow Marketing LLC, an Email Marketing company, specialize in Email Marketing and Search Engine Optimization. They were launched in 2024.
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UndisclosedUndisclosed50 - 249Dubai, United Arab Emirates
Services provided
20% CRM Consulting and SI20% AI Development20% Cloud Consulting & SI +2 services20% ERP Consulting and SI20% Low/No Code DevelopmentSingleclic Ltd is a midsize Dubai, United Arab Emirates-based cloud consulting & SI company. The team offers cloud consulting & SI and CRM consulting and SI.
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UndisclosedUndisclosed50 - 249Singapore, Singapore
Services provided
20% CRM Consulting and SI20% Cybersecurity20% Generative AI +2 services20% Low/No Code Development20% Robotics Process AutomationTotal eBiz Solutions Pte Ltd is a CRM consulting and SI company established in 2003. The team offers CRM consulting and SI and Cybersecurity.
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UndisclosedUndisclosed50 - 249Jeddah, Saudi Arabia
Services provided
20% CRM Consulting and SI20% BI & Big Data Consulting & SI20% Cloud Consulting & SI +2 services20% Cybersecurity20% ERP Consulting and SIPioneers IT Ltd is a Jeddah, Saudi Arabia-based big data company. They specialize in BI & big data consulting & SI and cloud consulting & SI and were established in 2011.
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$1,000+$50 - $99 / hrFreelancer
Services provided
10% CRM Consulting and SI30% Email Marketing30% Web Design +2 services20% Search Engine Optimization10% BrandingMSM Digital, an Email Marketing company, was founded in 2024. The firm offers Email Marketing and Web Design, and is small.
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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.
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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
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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
65% CRM Consulting and SI35% Other -
$5,000+$50 - $99 / hr50 - 249København, Denmark
Ability to deliver
36.9/40.017.8/20 Reviews10/10 Clients & Experience9.1/10 Market PresenceService focus
70% CRM Consulting and SI30% 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 -
$1,000+$50 - $99 / hr50 - 249Wrocław, Poland
Ability to deliver
36.2/40.018/20 Reviews9.8/10 Clients & Experience8.4/10 Market PresenceService focus
60% CRM Consulting and SI40% Other -
$10,000+$50 - $99 / hr50 - 249L'viv, Ukraine
Ability to deliver
36.1/40.016.6/20 Reviews10/10 Clients & Experience9.5/10 Market PresenceService focus
60% CRM Consulting and SI40% Other -
$5,000+$200 - $300 / hr50 - 249Indianapolis, IN
Ability to deliver
35.5/40.017.4/20 Reviews10/10 Clients & Experience8.1/10 Market PresenceService focus
100% CRM Consulting and SI -
$5,000+$50 - $99 / hr50 - 249London, England
Ability to deliver
34.6/40.016.2/20 Reviews9.7/10 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 / hr50 - 249Thorold, Canada
Ability to deliver
36.3/40.016.8/20 Reviews10/10 Clients & Experience9.5/10 Market PresenceService focus
40% CRM Consulting and SI60% Other -
$10,000+$150 - $199 / hr10 - 49Seattle, WA
Ability to deliver
33.6/40.016.4/20 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 -
$1,000+$50 - $99 / hr50 - 249Dover, DE
Ability to deliver
33.3/40.020/20 Reviews5.7/10 Clients & Experience7.7/10 Market PresenceService focus
50% CRM Consulting and SI50% Other -
$1,000+$25 - $49 / hr10 - 49
Ability to deliver
33.2/40.017.2/20 Reviews10/10 Clients & Experience6/10 Market PresenceService focus
100% CRM Consulting and SI -
$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 -
$1,000+$50 - $99 / hr50 - 249Kyiv, Ukraine
Ability to deliver
32.7/40.017/20 Reviews7.5/10 Clients & Experience8.2/10 Market PresenceService focus
60% CRM Consulting and SI40% Other -
$50,000+Undisclosed1,000 - 9,999Warszawa, Poland
Ability to deliver
35.1/40.016.2/20 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
32.4/40.016.2/20 Reviews9.3/10 Clients & Experience6.9/10 Market PresenceService focus
100% CRM Consulting and SI -
$50,000+$50 - $99 / hr250 - 999
Ability to deliver
32.3/40.016.2/20 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 -
$25,000+$25 - $49 / hr1,000 - 9,999Orlando, FL
Ability to deliver
39.9/40.020/20 Reviews10/10 Clients & Experience9.9/10 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 -
$10,000+$100 - $149 / hr10 - 49Bengaluru, India
Ability to deliver
31.8/40.016.8/20 Reviews8.7/10 Clients & Experience6.3/10 Market PresenceService focus
65% CRM Consulting and SI35% 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 -
$5,000+$50 - $99 / hr10 - 49
Ability to deliver
31.8/40.018.6/20 Reviews9.2/10 Clients & Experience4/10 Market PresenceService focus
80% CRM Consulting and SI20% Other
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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.
Clutch features companies that implement, customize, and optimize CRM platforms to drive sales, marketing, and service performance quarterly based on a proprietary methodology. The top CRM consulting and development companies for 2026 include:
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.
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