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.
8,101 Companies
List of the Top CRM Companies
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$5,000+$200 - $300 / hr10 - 49kamloops, CanadaServices provided
80% CRM Consulting and SI20% Business ConsultingSee all 92 projectsSet2Close is a CRM Consultancy company specializing in CRM services and Systems Integration, particularly with HubSpot. The reviews reflect a 100% positive sentiment, highlighting their expertise in CRM implementation and personalized support. Clients frequently praise their responsiveness and ability to tailor solutions, with 90% of reviews mentioning effective communication and project management.
70 of 75 CRM Consulting and SI reviews are 5 stars23 new reviews for CRM Consulting and SI in past 6 monthsLess than $10,000 avg. project costRead 75 ReviewsCRM Consulting and SI PROJECT HIGHLIGHT
HubSpot Onboarding Services for SaaS Platform
5.0 — Set 2 Close provided HubSpot onboarding services for a SaaS platform. The team was responsible for setting up the tool, providing training and troubleshooting, and offering video support. Read moreWas this helpful?
Industry Experience
Set2Close has garnered positive feedback across various industries, including Real Estate, Advertising & Marketing, Media, IT, Manufacturing, Financial Services, and Non-Profit. Their expertise in HubSpot onboarding and customization has been praised for improving operational efficiency and CRM adoption. Clients noted exceptional responsiveness and tailored support, which led to measurable outcomes such as increased lead conversion and streamlined sales processes. Overall, the sentiment is highly favorable, particularly within sectors focused on sales optimization and digital transformation.
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Media Restaurants Wellness & Fitness Consulting Insurance Consumer Products Retail Non-profit Arts, entertainment & music Education Agriculture Business services Financial services Construction Transportation Software IT Services Other Industry Healthcare Human Resources Medical Supply Chain, Logistics, and Transport Manufacturing Information technology Advertising & marketing Real estateWas this helpful?
More responsive than most other service providers
Get in TouchSet2Close is very responsive
They are a great candidate to start a conversation with. Send them a short message or project inquiry.Was this helpful?
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$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 Patient
The overall sentiment regarding Cloud Masonry's patience is highly positive. Clients commend their team for being approachable and accommodating, especially during project adjustments. One client noted their 'absolute pleasure' in working with a team that remained patient while regrouping on requirements. The project manager, Hunter, was praised for his proactive communication and readiness to assist. This level of support and flexibility was highlighted as a key strength, reflecting the company's dedication to client satisfaction.-
Multi-Line Processing for IT Company
5.0 Oct 22, 2021It has been an absolute pleasure working with the Cloud Masonry team as they are easy to work with, approachable, patient with us when we've had to regroup and they've been very accommodating and quick to pivot when changes are requested of them. They quickly provided estimates and new plans for next steps and resources needed to move forward.
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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?
Industry Experience
CloudMasonry has received positive feedback across various industries, including Publishing, Education, Insurance, Financial Services, Nonprofit, IT Services, Utilities, Arts, Entertainment & Music, and Pharmaceuticals. Clients praise their expertise in Salesforce implementation, project management, and proactive communication. The overall sentiment is highly favorable, highlighting their strengths in understanding client needs and delivering on time. Educational institutions and financial services firms particularly commend their ability to enhance communication strategies and optimize reporting, making them a strong fit for clients in these sectors.
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Publishing Education Insurance Financial services Nonprofit IT Services Utilities Arts, entertainment & music Consumer Products PharmaceuticalsWas this helpful?
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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.
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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.
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
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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
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+$150 - $199 / hr1,000 - 9,999New York, NY
Ability to deliver
32.9/40.016.2/20 Reviews6.8/10 Clients & Experience9.9/10 Market PresenceService focus
30% CRM Consulting and SI70% Other -
$1,000+$150 - $199 / hr10 - 49Chicago, IL
Ability to deliver
32.8/40.015.8/20 Reviews9.3/10 Clients & Experience7.7/10 Market PresenceService focus
80% CRM Consulting and SI20% Other -
$50,000+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 -
$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
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