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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UndisclosedUndisclosedFreelancer
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Maggie Pycherek Copywriting & Content is an Advertising company. In Toronto, Canada, the firm was founded in 2022. Their team provides Advertising and Branding.
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UndisclosedUndisclosedFreelancer
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Tamara Howard Communications, a small Advertising company, is based in Drogheda, Ireland. Their services include Advertising and Branding.
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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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UndisclosedUndisclosed50 - 249Toronto, Canada
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Infobahn Softworld Inc is a cloud consulting & SI company. The agency is based in Toronto, Canada and San Jose, California. Their team focuses on cloud consulting & SI and Application Testing.
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UndisclosedUndisclosed50 - 249Las Vegas, NV
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Stixis Technologies is a cloud consulting & SI company established in 2009. Based in Las Vegas, Nevada, the team offers cloud consulting & SI and Mobile App Development.
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UndisclosedUndisclosed50 - 249Las Vegas, NV
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In Las Vegas, Nevada, FilAm Software is a software development company. They offer Custom Software Development and Application Testing.
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UndisclosedUndisclosed50 - 249Pasadena, CA
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Satwic Inc is an artificial intelligence development company. The team provides Artificial Intelligence and Robotics Process Automation, and the firm is located in Pasadena, California.
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UndisclosedUndisclosed50 - 249Meridian charter Township, MI
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RICEFW Technologies Inc is a Meridian charter Township, Michigan-based data analytics company. They focus on BI & big data consulting & SI and cloud consulting & SI and were launched in 2010.
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UndisclosedUndisclosed50 - 249Lawrence Township, NJ
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Launched in 2001, Optima Global Solutions is a midsize Lawrence Township, New Jersey-based Robotics Process Automation company. Their services include Robotics Process Automation and Market
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UndisclosedUndisclosed50 - 249Hoboken, NJ
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Mercurial Minds is a Robotics Process Automation company. Launched in 2013, their team specializes in Robotics Process Automation and Market Research.
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UndisclosedUndisclosed50 - 249Columbia, MD
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Launched in 2016, Global Alliant Inc is a midsize Columbia, Maryland-based cloud consulting & SI company. Their team specializes in cloud consulting & SI and Artificial Intelligence.
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UndisclosedUndisclosedFreelancerParis, France
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In Paris, France, Renan Goupil Holistic Consulting is an user experience company. Their services include UX/UI Design and IT strategy consulting.
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UndisclosedUndisclosedFreelancerParis, France
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The Emailist is a Paris, France-based Marketing Strategy company. The team focuses on Marketing Strategy and Email Marketing.
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UndisclosedUndisclosed50 - 249Rockville, MD
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KMM Technologies, Inc. Is a Rockville, Maryland-based big data company. Established in 2003, the team provides BI & big data consulting & SI and IT managed services.
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UndisclosedUndisclosed50 - 249Santeramo In Colle, Italy
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Code Architects is an user experience company launched in 2002. The team specializes in UX/UI Design and BI & big data consulting & SI.
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UndisclosedUndisclosed50 - 249Milano, Italy
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F1 Consulting & Services is an user experience agency. Founded in 2008, their team focuses on UX/UI Design and BI & big data consulting & SI.
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UndisclosedUndisclosed50 - 249Boston, MA
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Founded in 2006, Performance Architects is a big data company. The company offers BI & big data consulting & SI and cloud consulting & SI, and is midsize.
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UndisclosedUndisclosedFreelancerSt. Louis, MO
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IT strategy consulting company Paritta Group is located in St. Louis, Missouri and Leawood, Kansas. Their services include IT strategy consulting and BI & big data consulting & SI.
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UndisclosedUndisclosed50 - 249Barcelona, Spain
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Data analytics company Business Insights Spain is located in Barcelona, Spain. They focus on BI & big data consulting & SI and cloud consulting & SI and were established in 2017.
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UndisclosedUndisclosedFreelancerBari, Italy
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Emanuele Veneziani is a social media marketing firm. The firm is headquartered in Bari, Italy. Their team focuses on Social Media Marketing and CRM consulting and SI.
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UndisclosedUndisclosedFreelancerCharlotte, NC
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Blue Nine Partners, Inc. Is a Fractional CMO Services company. In Charlotte, North Carolina, their team specializes in Fractional CMO Services and Public Relations.
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UndisclosedUndisclosedFreelancerDallas, TX
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Blue Sky BI, LLC, a big data analytics company, is located in Dallas, Texas. The team offers BI & big data consulting & SI and CRM consulting and SI.
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UndisclosedUndisclosedFreelancer
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1CMO Consulting, Inc., a Fractional CMO Services company, was founded in 2020. They focuses on Fractional CMO Services and Marketing Strategy.
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UndisclosedUndisclosed50 - 249New York, NY
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Quality Clouds is a midsize cloud consulting & SI company launched in 2015. Their services include cloud consulting & SI and Application Testing.
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UndisclosedUndisclosedFreelancerLos Angeles, CA
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Established in 2023, Fun Guy Growth Marketing is a Fractional CMO Services company. The company focuses on Fractional CMO Services and Marketing Strategy, and is small.
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UndisclosedUndisclosed50 - 249Apex, NC
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Sitation, a Digital Strategy company, was established in 2001. The team provides Digital Strategy and Content Marketing and is located in Apex, North Carolina and Toronto, Canada.
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UndisclosedUndisclosedFreelancerBearna, Ireland
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Truskey Consulting Ltd, a data analytics company, is based in Bearna, Ireland. Launched in 2018, the team offers BI & big data consulting & SI and CRM consulting and SI.
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UndisclosedUndisclosed50 - 249Springfield, MO
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Established in 2015, Backstage Development is a branding agency. The team focuses on Branding and Web Design.
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UndisclosedUndisclosed50 - 249Paris, France
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PumpUp is a branding agency. They provide Branding and Digital Strategy and are located in Paris, France.
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UndisclosedUndisclosedFreelancerCornellĂ de Llobregat, Spain
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Etactica | Etáctica Proyectos Digitales, S.L., a social media marketing company, was launched in 2007. The small team provides Social Media Marketing and Email Marketing.
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UndisclosedUndisclosed50 - 249Torino, Italy
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Based in Torino, Italy, Overace Group is a Content Marketing company. Their services include Content Marketing and IT strategy consulting.
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UndisclosedUndisclosedFreelancer
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Christina Savage, LLC is an IT strategy consulting company. They offer IT strategy consulting and cloud consulting & SI and were launched in 2016. The company is headquartered in Arvada, Colorado.
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UndisclosedUndisclosed50 - 249Santa Clara, CA
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Stage 4 Solutions is a Business Consulting company founded in 2001. The company provides Business Consulting and Marketing Strategy, and is midsize.
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UndisclosedUndisclosedFreelancer
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Email Marketing company Amy Ciceraro specializes in Email Marketing and UX/UI Design. They are headquartered in Savannah, Georgia.
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UndisclosedUndisclosedFreelancer
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Based in Atlanta, Georgia, The Revital Group is a Marketing Strategy company. Established in 2022, the team specializes in Marketing Strategy and BI & big data consulting & SI.
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UndisclosedUndisclosedFreelancerAncona, Italy
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Founded in 2021, Planet is a Marketing Strategy company. Headquartered in Ancona, Italy, the team provides Marketing Strategy and IT strategy consulting.
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UndisclosedUndisclosed50 - 249Toronto, Canada
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Zenith System Solutions, an UX design company, was launched in 1997. The team focuses on UX/UI Design and BI & big data consulting & SI and is in Toronto, Canada and Hyderabad, India.
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UndisclosedUndisclosed50 - 249New York, NY
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QBA Worldwide is an ERP consulting and SI company. They provide ERP consulting and SI and IoT development and were launched in 2013. The firm is in New York, New York and Luxembourg, Luxembourg.
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UndisclosedUndisclosed50 - 249Parsippany-Troy Hills, NJ
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LinkTMS is a midsize big data analytics company based in Parsippany-Troy Hills, New Jersey. Their services include BI & big data consulting & SI and CRM consulting and SI.
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UndisclosedUndisclosed50 - 249Herndon, VA
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Founded in 2014, GRhombus Technologies Pvt. Ltd. Is a midsize Herndon, Virginia-based Application Testing company. Their services include Application Testing and IoT development.
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UndisclosedUndisclosed50 - 249Wilmington, DE
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In Wilmington, Delaware, Vinz Global is a midsize ERP consulting and SI company. Their services include ERP consulting and SI and Robotics Process Automation.
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UndisclosedUndisclosedFreelancer
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Made in Trenbania is a social media marketing company founded in 2010. Their services include Social Media Marketing and Search Engine Optimization.
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UndisclosedUndisclosed50 - 249Arlington, VA
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DAn Solutions is a midsize custom software development company launched in 2007. Their services include Custom Software Development and BI & big data consulting & SI.
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UndisclosedUndisclosed50 - 249Paris, France
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Solutionec is a big data analytics company. Headquartered in Paris, France, the agency offers BI & big data consulting & SI and Custom Software Development.
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UndisclosedUndisclosed50 - 249Park Ridge, IL
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Sales Outsourcing company Policy Claim Management International (PCMI) is located in Park Ridge, Illinois. They provide Sales Outsourcing and Market Research.
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UndisclosedUndisclosed50 - 249London, England
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Clovity, a cloud consulting & SI company, was founded in 2017. Headquartered in London, England and Dublin, California, the team focuses on cloud consulting & SI and ERP consulting and SI.
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UndisclosedUndisclosedFreelancer
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The Wix Builder is a small web design agency based in Wakefield, England. The team provides Web Design and CRM consulting and SI.
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UndisclosedUndisclosed50 - 249Cupertino, CA
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Codenatives, a CRM consulting and SI company, was launched in 2012. The midsize team offers CRM consulting and SI and Mobile App Development.
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UndisclosedUndisclosed50 - 249Irving, TX
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IT strategy consulting company Fuge Technologies Inc. Is based in Irving, Texas. Their services include IT strategy consulting and BI & big data consulting & SI.
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UndisclosedUndisclosed50 - 249Pittsburgh, PA
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RealogicWorks is an UX design agency. Their midsize team is in Pittsburgh, Pennsylvania and Naples, Florida. Their services include UX/UI Design and IT strategy consulting.
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UndisclosedUndisclosed50 - 249Caldwell, ID
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EKM Global is an IoT development company based in Caldwell, Idaho. The team offers IoT development and IT strategy consulting.
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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.