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.
8,205 Companies
List of the Top CRM Companies
Sponsored
-
Featured
What are Featured Providers?
$5,000+$200 - $300 / hr10 - 49kamloops, CanadaServices provided
70% CRM Consulting and SI10% Business Consulting10% Cloud Consulting & SI +1 service10% IT Managed ServicesSee all 94 projectsSet2Close is a CRM consultancy specializing in CRM implementation and integration. The company consistently receives positive feedback, with 100% of reviewers praising their tailored approach and expertise in HubSpot implementation. Clients commend their proactive support and clear communication, highlighting the value provided at a competitive price. The proprietary Sidekick tool is often noted for enhancing client workflows and setting Set2Close apart from competitors.
Reviews mention Exceeds expectations
Set2Close consistently exceeds client expectations across multiple projects. Clients have praised their organized project management and prompt responsiveness, noting the delivery of tailored solutions that address unique business needs. One client highlighted the team's exceptional expertise and proactive approach, stating, 'They went above and beyond the standard scope.' Another remarked on their professionalism, indicating that Set2Close 'went beyond my expectations' and delivered 'an outstanding job.' Overall, feedback reflects a high level of satisfaction and a strong partnership throughout the engagement.-
HubSpot Onboarding for Construction Consulting Company
5.0 Apr 1, 2025The initial onboarding with Set 2 Close was completely free. This seems to be their business model, where they come in and prove their worth before even discussing extended services. Nothing comes to mind, they exceeded our expectations.
Read Full Review -
HubSpot CRM Consulting & Onboarding for Leadership Dev Co
5.0 May 7, 2025We had weekly meetings with deliverables each week. They went beyond my expectations and answered, identified and helped me see around corners I didn't expect. Very professional throughout the engagement. Plus one! It wasn't a cookie cutter template. They identified, and were interested, in my unique business situation and we built goals and milestones to achieve. Again, very professional and went beyond expectations.
Read Full Review -
CRM System Implementation for ERP Platform Company
5.0 Dec 3, 2025Set2Close.io’s project management throughout the implementation was highly organized, responsive, and consistent. Deliverables were completed on time and aligned with the agreed-upon timeline, with clear communication at every stage. They were very responsive to Loop ERP’s needs, adjusting priorities when required and quickly addressing questions or change requests. Whether it involved refining automation workflows, updating SDR sequences, or adding new reporting dashboards, the team provided solutions promptly and ensured each update was fully tested before deployment.
Read Full Review -
CRM System Implementation for ERP Platform Company
5.0 Dec 3, 2025Set2Close's consulting staff brought a high level of expertise and industry understanding to the project, consistently demonstrating deep knowledge of CRM architecture, sales process optimization, and marketing automation best practices. They went above and beyond the standard scope by proactively identifying gaps, suggesting improvements, and offering strategic guidance that strengthened both the technical setup and the operational workflows. Their willingness to dive into details, provide hands-on support, and tailor solutions to unique business needs made the engagement feel not just like an implementation, but a true partnership.
Read Full Review -
CRM System Implementation for ERP Platform Company
5.0 Dec 3, 2025Set2Close.io delivered an exceptional experience from start to finish, exceeding expectations in every part of the project. Their communication, execution, expertise, and responsiveness were all flawless, and the implementation couldn’t have gone more smoothly. Everything was truly perfect.
Read Full Review
Was this helpful?
25 of 25 reviews are 5 stars25 new reviews for CRM Consulting and SI servicesLess than $10,000 avg. project costRead 25 Recent ReviewsReviewed 25 times in the past 6 months
Recent client feedback for Set2Close highlights a consistently positive sentiment, emphasizing their expertise in HubSpot onboarding and training. Clients noted the tailored support and hands-on approach, with one CEO stating, "Set2Close exceeded our expectations at every stage of the engagement." Additionally, the Sidekick tool was appreciated for enhancing workflow efficiency. Overall, clients recommend Set2Close for its effective communication, responsiveness, and alignment with business needs, making them a valuable partner for CRM implementation.Was this helpful?
72 of 77 CRM Consulting and SI reviews are 5 stars25 new reviews for CRM Consulting and SI in past 6 monthsLess than $10,000 avg. project costRead 77 ReviewsCRM Consulting and SI PROJECT HIGHLIGHT
HubSpot Onboarding Services for SaaS Platform
5.0 — Set 2 Close provided HubSpot onboarding services for a SaaS platform. The team was responsible for setting up the tool, providing training and troubleshooting, and offering video support. Read moreWas this helpful?
Average Project Cost Breakdown
Read All ReviewsWhat Clients Have Said
Clients consistently highlight Set2Close's excellent value for money, noting that the company's pricing fits their budgets while delivering substantial benefits. For instance, one client appreciated the 'good value for cost' and another remarked on the significant savings achieved by utilizing their free onboarding service, which typically costs $2-5k. Overall, the sentiment is overwhelmingly positive, with clients expressing satisfaction in receiving tailored support and effective solutions without feeling pressured into upsells.Was this helpful?
$1,000+$25 - $49 / hr50 - 249Austin, TXServices provided
85% CRM Consulting and SI14% Low/No Code Development1% Custom Software DevelopmentSee all 92 projectsPeeklogic, LLC is a CRM Consultancy specializing in CRM Implementation, CRM Integration, and Salesforce development services. They consistently receive positive feedback, with clients praising their strong project management, clear communication, and deep expertise—mentioned by over 80% of reviewers. Their ability to deliver tailored solutions and align with client needs has led to significant efficiency improvements across various industries.
15 of 16 reviews are 5 stars11 new reviews for CRM Consulting and SI services$10,000 – $49,000 avg. project costRead 16 Recent ReviewsReviewed 16 times in the past 6 months
In the past six months, client feedback for Peeklogic, LLC has been overwhelmingly positive, highlighting their strong project management and effective communication. Clients praised their ability to deliver complex Salesforce solutions on time, with one noting a 'fully working integration' and another lauding their 'deep Salesforce expertise.' Many clients reported significant productivity improvements, stating they saved '10-15 hours of work per week' and experienced '50% time savings' in operations. Overall, there were no major areas for improvement identified.Was this helpful?
39 of 43 CRM Consulting and SI reviews are 5 stars11 new reviews for CRM Consulting and SI in past 6 monthsLess than $10,000 avg. project costRead 43 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?
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?
$8,000 Teams needing ongoing admin support $10,000 Organizations needing regular development work $12,000 Organizations using multiple Salesforce CloudsView PackagesDedicated Salesforce Team (Admin/Developer)
Get a dedicated Salesforce team to continuously manage, develop, and optimize your Salesforce environment. Peeklogic provides experienced Salesforce administrators and developers who work as an extension of your teamWas this helpful?
$5,000+$200 - $300 / hr50 - 249Chicago, ILServices provided
100% CRM Consulting and SISee all 15 projectsCloudMasonry is a CRM Consultancy specializing in CRM Implementation and CRM Systems Integration. Reviewers overwhelmingly highlight their expertise and professionalism, with 100% satisfaction, noting their ability to deliver projects on time and within budget. Approximately 80% of reviewers commend their proactive approach and strong communication skills, emphasizing the value they provide in CRM Consulting and SI services.
Reviews mention Collaborative
Client feedback highlights a strong sentiment of collaboration with CloudMasonry. One client noted, 'the collaboration between our developers was great, and communication was clear,' emphasizing ease of interaction. Another client praised their 'strategic collaboration' approach, stating, 'they hear what we’re asking for and pose probing questions.' Overall, clients appreciate CloudMasonry's transparency, flexibility, and commitment to understanding their needs, fostering a productive partnership.-
Salesforce Web Development for Financial Institution
4.5 Aug 25, 2021It was their working style. The collaboration between our developers was great, and communication was clear. Overall, they were very easy to work with.
Read Full Review -
Salesforce Automation & Functionality Dev for Direct Energy
5.0 Jan 27, 2021The main thing that comes to mind is their partnership. It’s not like I’m asking them to execute a specific task. Rather, they hear what we’re asking for and pose probing questions to get a better sense of our needs. It just evolves into a strategic collaboration from there.
Read Full Review
Was this helpful?
1 of 1 reviews is 5 stars1 new review for CRM Consulting and SI services$10,000 – $49,000 avg. project costRead 1 Recent ReviewReviewed 1 time in the past 6 months
Recent reviews of CloudMasonry highlight their effective project management and strong client support, particularly praising team member Ishan for his expertise and consultative approach. Clients reported successful outcomes, such as improved lead conversion processes and enhanced data reporting, leading to overall satisfaction. The company's competitive pricing and high ratings were key factors in their selection, with no significant areas for improvement noted by clients.Was this helpful?
6 of 6 CRM Consulting and SI reviews are 5 stars1 new review for CRM Consulting and SI in past 6 months$50,000 – $199,999 avg. project costRead 6 ReviewsCRM Consulting and SI PROJECT HIGHLIGHT
CRM Consulting & SI for Pharmaceutical Consulting Firm
5.0 — A pharmaceutical consulting firm hired CloudMasonry to digitize their lead conversion process using Pardot. The team also helped the client switch from email alerts to Salesforce for lead Read moreWas this helpful?
View projects from:
Was this helpful?
-
-
UndisclosedUndisclosedFreelancerDover, DE
Services provided
10% CRM Consulting and SI10% AI Development10% Advertising +7 services10% Content Marketing10% Ecommerce Marketing10% Email Marketing10% SMS Marketing10% Search Engine Optimization10% Social Media Marketing10% Video MarketingSudden Impact Agency is an Advertising company. Their small team is located in Dover, Delaware. Their services include Advertising and Social Media Marketing.
Read more -
UndisclosedUndisclosedFreelancerFair Lawn, NJ
Services provided
10% CRM Consulting and SI15% Content Marketing15% Graphic Design +4 services15% IT Managed Services15% Search Engine Optimization15% Social Media Marketing15% Video ProductionLotus Business Resources is a small social media marketing firm headquartered in Fair Lawn, New Jersey. The team offers Social Media Marketing and Content Marketing.
Read more -
UndisclosedUndisclosedFreelancerSouthampton, England
Services provided
10% CRM Consulting and SI15% Pay Per Click15% Search Engine Optimization +6 services10% Content Marketing10% Conversion Optimization10% E-Commerce Development10% Product Design10% UX/UI Design10% Web DesignGeek Unique is a small e-commerce development firm founded in 2023. Their team specializes in E-Commerce Development and Search Engine Optimization.
Read more -
UndisclosedUndisclosedFreelancer
Services provided
10% CRM Consulting and SI20% Branding20% Market Research +4 services20% UX/UI Design10% Corporate Training & Coaching10% Custom Software Development10% Print DesignMoon March is a Minneapolis, Minnesota-based branding agency. Established in 2014, the team offers Branding and Market Research.
Read more -
UndisclosedUndisclosedFreelancerMill Valley, CA
Services provided
10% CRM Consulting and SI20% Search Engine Optimization20% Social Media Marketing +4 services20% Web Design10% Email Marketing10% Event Management10% Pay Per ClickWilder Strategy Lab is a social media marketing company. The Mill Valley, California-based firm provides Social Media Marketing and Search Engine Optimization.
Read more
Share your project goals, and we’ll connect you with verified partners who fit your budget and timeline.
Get My MatchesTell us what you need — we’ll match you with top agencies in minutes.
Get My MatchesWhy Trust Clutch
At Clutch, we believe trust is the foundation of every business relationship. Our mission is to help buyers make confident, data-backed decisions informed by real client experiences.
Every review on Clutch undergoes a rigorous, human-led verification process to make sure it’s valid. Our team of specialists confirms the identity of each reviewer, ensures the project is legitimate, and only publishes reviews that meet our strict criteria.
Verification doesn’t stop at the point of publication. Our Trust & Safety team routinely audits older reviews against our guidelines. When reviews fall short of our standards, we remove them.
We evaluate service providers using a structured methodology that combines:
- In-depth client interviews and ratings
- Comprehensive project details
- Market presence
- Portfolio examples and industry recognition
This data powers tools like the Leaders Matrix, which helps you compare agencies directly. Our research team curates rankings by weighing verified reviews most heavily, so the most trusted and experienced providers rise to the top.
Using this unique combination of verified client feedback and provider-supplied insights, Clutch distills the most important details into clear, digestible summaries so you have everything you need to make confident, informed decisions quickly.
We take fraud seriously. Providers who violate our guidelines may face lower rankings, restricted visibility, or removal from the platform altogether.
Clutch’s commitment to transparency is ongoing. We’re constantly refining our systems to protect the integrity of reviews and support you in finding the right agency.
Rollover to see company insights or click a company below for more details.
A Clutch Leaders Matrix provides a broad view of the top-performing companies in a particular service or location. Each company featured in a Leaders Matrix is evaluated based on Focus and Ability to Deliver. The size of each circle indicates that company’s size.
By using verified reviews, focused service details, and real project data, the Leaders Matrix highlights companies that consistently deliver and stand out from the rest. Each company’s position is based on how well they focus on a service area and how consistently they deliver results, helping you make informed, confident decisions. Learn More
Focus (x-axis)
Focus accounts for a company’s specialization within a certain service.
Ability to Deliver (y-axis)
Ability to Deliver considers three criteria:
- Client feedback and reviews
- Work experience and previous projects
- Market presence and reputation in the industry
List of the Top 15 CRM Companies
-
$1,000+$25 - $49 / hr50 - 249Austin, TX
Ability to deliver
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
37.4/40.020/20 Reviews9.6/10 Clients & Experience7.8/10 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
35.2/40.017.4/20 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 -
$1,000+$25 - $49 / hr10 - 49
Ability to deliver
34.2/40.018.2/20 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
33.4/40.016.2/20 Reviews9.6/10 Clients & Experience7.6/10 Market PresenceService focus
50% CRM Consulting and SI50% Other -
$5,000+$50 - $99 / hr50 - 249Hanoi, Vietnam
Ability to deliver
35.7/40.017/20 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 -
$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 -
$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
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+$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 -
$1,000+$100 - $149 / hr10 - 49Flower Mound, TX
Ability to deliver
31.4/40.016.2/20 Reviews8.5/10 Clients & Experience6.7/10 Market PresenceService focus
90% CRM Consulting and SI10% Other
Latest CRM Articles
See all articles
The Best Password Managers for Small Businesses in 2026
How secured are you online? Explore these top password managers to help safeguard your small business from malicious cyber attacks this 2026.
What To Do If You’ve Been Impacted by a Company Data Leak
Is your team prepared to respond in case of a company data leak? In an era where breaches are increasing, preparation and response time are your greatest...
Similar Categories
Related Services
Specialties
Locations Near You
Get personalized agency matches based on your project goals.