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 versatile web development company offering comprehensive services, including WordPress and HubSpot development, CMS integration, and digital marketing support. Overall, 100% of reviews highlight their technical expertise and reliability, with approximately 85% praising their timeliness and communication. Clients appreciate Computan's adaptability and value for cost, though some suggest minor improvements in project delivery visibility and proactive communication.
$5,000+$200 - $300 / hr10 - 49kamloops, CanadaServices provided
See all 102 projectsSet2Close is a CRM Consultancy specializing in CRM Implementation, Integration, and Customer Relationship Management Consulting. They receive consistently positive feedback, with 100% of reviews highlighting their expertise in HubSpot, exceptional project management, and personalized support. Clients particularly appreciate their organized approach and ability to tailor solutions to specific business needs, as noted in 80% of the reviews.
$1,000+$25 - $49 / hr50 - 249Austin, TXServices provided
See all 103 projectsPeeklogic, LLC specializes in CRM Consultancy, CRM Implementation, and CRM Integration, with a focus on Salesforce solutions. Based on client reviews, 100% of the feedback is positive, highlighting their professionalism, timely delivery, and strong communication skills. Clients frequently mention Peeklogic's ability to rescue and enhance complex projects, demonstrating their expertise in Customer Relationship Management Integration.
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In Washington, 1519 Digital Agency is a small branding agency. Their services include Branding and Email Marketing.
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ByG is an user experience design company. They are located in Atlanta, Georgia and have small team. They focus on UX/UI Design and Product Design.
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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, 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.
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NFBS Agency is a Digital Strategy company. They were launched in 2014, and their services include Digital Strategy and CRM consulting and SI.
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UndisclosedUndisclosed2 - 9
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King Pixel Digital Marketing is a social media marketing firm. They specialize in Social Media Marketing and Email Marketing and are located in Adelaide, Australia.
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UndisclosedUndisclosed2 - 9
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Praktikel is a Marketing Strategy company launched in 2021. Headquartered in Spring Lake, Michigan, the team specializes in Marketing Strategy and Social Media Marketing.
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UndisclosedUndisclosed2 - 9Madrid, Spain
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Small UX design company Pandora FMS, is based in Madrid, Spain. Their services include UX/UI Design and IT strategy consulting.
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UndisclosedUndisclosed2 - 9
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321DataPro inc., an IT strategy consulting company, was launched in 2018. The small team provides IT strategy consulting and CRM consulting and SI.
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UndisclosedUndisclosed2 - 9Schio, Italy
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Deepser is an IT strategy consulting company. Their small team is located in Schio, Italy. Their services include IT strategy consulting and CRM consulting and SI.
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UndisclosedUndisclosed2 - 9Ridgefield, CT
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STJC Group is an user experience agency launched in 2020. The team specializes in UX/UI Design and IT strategy consulting and is in Ridgefield, Connecticut.
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UndisclosedUndisclosed2 - 9Scottsdale, AZ
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Based in Scottsdale, Arizona, Omnis Software and Consulting is an Application Testing company. They focus on Application Testing and CRM consulting and SI and were established in 2000.
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UndisclosedUndisclosed2 - 9Bengaluru, India
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Nejany Solutions is a small IT strategy consulting company headquartered in Portland, Oregon and Bengaluru, India. Their services include IT strategy consulting and CRM consulting and SI.
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UndisclosedUndisclosed2 - 9Dallas, TX
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SMART Service Desk, an IT strategy consulting company, is headquartered in Dallas, Texas. The team specializes in IT strategy consulting and CRM consulting and SI.
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UndisclosedUndisclosed2 - 9Bottanuco, Italy
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K3 Progetti e Soluzioni S.r.l. Is a data analytics company. Launched in 2021, the firm is based in Bottanuco, Italy. Their team specializes in BI & big data consulting & SI and IT strategy
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UndisclosedUndisclosed2 - 9Dover, DE
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Azuro Solutions Limited, a custom software development company, was established in 2014. The small team provides Custom Software Development and BI & big data consulting & SI.
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UndisclosedUndisclosed2 - 9Sydney, Australia
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Performance Marketing Analytics is a data analytics company. Launched in 2002, the agency specializes in BI & big data consulting & SI and Market Research.
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UndisclosedUndisclosed2 - 9Savage, MN
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Launched in 2007, Intellixion LLC is a small web design agency. Their services include Web Design and BI & big data consulting & SI.
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UndisclosedUndisclosed2 - 9Chesterfield, MO
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360Views LLC is a big data analytics company. Launched in 2013, their team focuses on BI & big data consulting & SI and CRM consulting and SI.
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UndisclosedUndisclosed2 - 9
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Cloud Beacon is a big data analytics company. Their team is in Kansas City, Missouri and focuses on BI & big data consulting & SI and CRM consulting and SI.
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UndisclosedUndisclosed2 - 9
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LBIngenuity is a branding company. In Chicago, Illinois, their small team provides Branding and Content Marketing. The company was established in 2022.
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UndisclosedUndisclosed2 - 9
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Established in 2004, Sea Salt Digital, LLC is a Marketing Strategy company. The team focuses on Marketing Strategy and Social Media Marketing.
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UndisclosedUndisclosed2 - 9Glen Ellyn, IL
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Relavise is a Fractional CMO Services company launched in 2023. Their services include Fractional CMO Services and IT strategy consulting.
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UndisclosedUndisclosed2 - 9Miami, FL
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SEO agency Digital Ninja 9 is in Miami, Florida and Marina del Rey, California. They offer Search Engine Optimization and Pay Per Click and were established in 1996.
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UndisclosedUndisclosed2 - 9Bologna, Italy
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Emineo Srl is a Market Research company. The team is headquartered in Bologna, Italy, and their services include Market Research and Marketing Strategy.
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UndisclosedUndisclosed2 - 9
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Industrial Marketing Specialists, Corp is a SEO agency. The Fort Lauderdale, Florida-based team specializes in Search Engine Optimization and Pay Per Click.
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UndisclosedUndisclosed2 - 9
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BLACKFANG, a PR agency, is based in Pittsburgh, Pennsylvania. They focus on Public Relations and Search Engine Optimization.
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UndisclosedUndisclosed2 - 9
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RoseTree Marketing is a branding agency. Established in 2023, the agency is located in Media, Pennsylvania. Their team offers Branding and Web Design.
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UndisclosedUndisclosed2 - 9Chester Springs, PA
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Founded in 2023, Rx4Marketing is a small social media marketing agency. Their team focuses on Social Media Marketing and Email Marketing.
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UndisclosedUndisclosed2 - 9
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Midday Advisors is a branding firm. Headquartered in Lititz, Pennsylvania, the agency focuses on Branding and Marketing Strategy.
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Crisp Content is a social media marketing company. They are headquartered in Philadelphia, Pennsylvania and have small team. Their team provides Social Media Marketing and Content Marketing.
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UndisclosedUndisclosed2 - 9
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CastlesMarketing LLC is a branding company. They are located in New Hope, Pennsylvania, and their services include Branding and Marketing Strategy.
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UndisclosedUndisclosed2 - 9Houston, TX
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Credexo Inc. Is a big data company. The team is headquartered in Houston, Texas, and their services include BI & big data consulting & SI and cloud consulting & SI.
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UndisclosedUndisclosed2 - 9London, England
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Branding firm Project36 Limited was established in 2016. The small team provides Branding and CRM consulting and SI.
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UndisclosedUndisclosed2 - 9Loveland, OH
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FanMail Marketing , a social media marketing company, specialize in Social Media Marketing and Email Marketing. They were launched in 2002.
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UndisclosedUndisclosed2 - 9Manly Beach, Australia
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Combined Management Consultants, an IT strategy consulting company, is based in Manly Beach, Australia. Their services include IT strategy consulting and CRM consulting and SI.
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UndisclosedUndisclosed2 - 9Fort Lauderdale, FL
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Dial Interactive is a cloud consulting & SI company in Fort Lauderdale, Florida. The team focuses on cloud consulting & SI and CRM consulting and SI.
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UndisclosedUndisclosed2 - 9Sydney, Australia
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Established in 2013, Nueve Pty Ltd. Is a CRM consulting and SI company. Their team offers CRM consulting and SI and Custom Software Development.
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UndisclosedUndisclosed2 - 9Toronto, Canada
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Torrential Consulting is an e-commerce development firm. They focus on E-Commerce Development and Application Testing and were established in 2008. The agency is in Toronto, Canada.
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UndisclosedUndisclosed2 - 9Seffner, FL
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TrothIT, a small SEO agency, is based in Seffner, Florida. The team offers Search Engine Optimization and BI & big data consulting & SI.
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UndisclosedUndisclosed2 - 9Croydon , England
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Established in 2015, TopOneCRM Limited is a cloud consulting & SI company. Their services include cloud consulting & SI and CRM consulting and SI.
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UndisclosedUndisclosed2 - 9Alameda, CA
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Alliance 4 Data, an Email Marketing company, was launched in 2017. The small team offers Email Marketing and BI & big data consulting & SI.
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UndisclosedUndisclosed2 - 9Sydney, Australia
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ClearR is an IT strategy consulting company. Headquartered in Sydney, Australia, the agency was launched in 2019. Their team specializes in IT strategy consulting and BI & big data consulting & SI.
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ASMI Services is a Richmond, Virginia-based data analytics company. The team specializes in BI & big data consulting & SI and CRM consulting and SI.
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UndisclosedUndisclosed2 - 9Arlington, VA
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Established in 2006, Avilamb is a big data company. The agency offers BI & big data consulting & SI and cloud consulting & SI.
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UndisclosedUndisclosed2 - 9Cherry Hill, NJ
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Data analytics company Soft 2001, Inc. Was launched in 1996. Located in Cherry Hill, New Jersey, the team provides BI & big data consulting & SI and cloud consulting & SI.
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UndisclosedUndisclosed2 - 9
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House 47 is a branding company in Los Angeles, California. Founded in 2015, the team specializes in Branding and Market Research.
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UndisclosedUndisclosed2 - 9Huntersville, NC
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Launched in 2018, Delivered Fresh Marketing, LLC is a Market Research company. The team focuses on Market Research and Content Marketing and is headquartered in Huntersville, North Carolina.
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UndisclosedUndisclosed2 - 9Mason, OH
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Synapz Marketing, LLC is a Direct Marketing company. Their small team is located in Mason, Ohio and focuses on Direct Marketing and Market Research. The agency was founded in 2017.
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UndisclosedUndisclosed2 - 9Rancho Mirage, CA
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Webtechno.com is a Rancho Mirage, California-based Email Marketing company. Established in 2012, the team provides Email Marketing and BI & big data consulting & SI.
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UndisclosedUndisclosed2 - 9Scottsdale, AZ
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GetMIB.com is a data analytics company. The team is located in Scottsdale, Arizona, and their services include BI & big data consulting & SI and CRM consulting and SI.
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UndisclosedUndisclosed2 - 9Lunenburg, MA
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Chris Kostecki Digital is a social media marketing company. Their small team is based in Lunenburg, Massachusetts. Their services include Social Media Marketing and Email Marketing.
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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
37.1/40.018/20 Reviews10/10 Clients & Experience9.1/10 Market PresenceService focus
70% CRM Consulting and SI30% Other -
$1,000+$50 - $99 / hr50 - 249Wrocław, Poland
Ability to deliver
36.6/40.018.4/20 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
36.3/40.016.8/20 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
35.9/40.017.2/20 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
35.5/40.017.4/20 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 -
$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+$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+$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 -
$1,000+$25 - $49 / hr50 - 249Thorold, Canada
Ability to deliver
35.3/40.015.8/20 Reviews10/10 Clients & Experience9.5/10 Market PresenceService focus
40% CRM Consulting and SI60% 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
32.4/40.016.2/20 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 -
$25,000+$25 - $49 / hr1,000 - 9,999Decatur, GA
Ability to deliver
37.2/40.017.4/20 Reviews10/10 Clients & Experience9.8/10 Market PresenceService focus
15% CRM Consulting and SI85% 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 -
$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 -
$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
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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.