Top CRM Consultants
Customer Relationship Management (CRM) consulting helps businesses select, implement, integrate, and optimize the CRM platform that runs their sales, marketing, and customer service operations. A CRM consultant audits your workflows, migrates and cleans customer data, customizes and configures the system, connects it to tools like ERP and marketing automation, and trains your team so the platform actually gets adopted.
Most CRM consultants specialize by platform. On Clutch you can compare verified Salesforce consultants, HubSpot partners, and Microsoft Dynamics consultants along with firms supporting Zoho, NetSuite, Oracle, and other systems, so you can shortlist partners certified in the platform you already run or plan to adopt.
Engagements here typically start at a $1,000 minimum project size, with hourly rates running from under $25 to $300+ depending on platform complexity and seniority; entry-level configuration work commonly falls in the $25–$49/hr band. Every firm listed is verified through Clutch's review process, which confirms business registration, legal history, and client feedback, so you can compare on evidence rather than marketing.
15 Leaders 15 Contenders
8,944 Companies
List of the Top CRM Companies
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Featured
What are Featured Providers?
$1,000+$25 - $49 / hr50 - 249Thorold, CanadaServices provided
40% CRM Consulting and SI30% E-Commerce Development30% Web DevelopmentSee 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.
Reviews mention Well-organized projects
Clients have consistently praised Computan for their well-organized project management. One client noted that Computan's team outlined steps clearly and adhered to budget estimates without surprise costs, while another highlighted their accountability and effective communication. The feedback emphasizes that no tasks were overlooked, ensuring continuous project progress. Overall, the sentiment reflects strong satisfaction with Computan's structured approach, which contributed to successful project outcomes.-
WordPress & HubSpot Web Dev Projects for PR & Marketing Firm
5.0 May 13, 2022Generally, we have one individual who is the main point of contact for a project. We typically set the timeline from our end at the start. I have found them to be ahead of schedule for the variety of our projects, and willing to jump in quickly for urgent, unexpected needs. Timeliness, accountability, and flexibility are key attributes they bring to the table.
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Web & Mobile App Dev for Video Platform
5.0 May 12, 2021Computan’s communication and responsiveness have been very valuable. They’ve been very clear in what they’re building and how it’ll work. Computan’s accountability, communication, and organization structure are impressive, and the team works really well together. Nothing gets missed or dropped, and the project is always moving forward.
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Web Dev & Design for Nonprofit Organization
4.5 May 7, 2021We were very clear upfront about what we were expecting in terms of timelines and deliverables. Throughout the project, we were always on track with all of those goals. If there were any changes or delays, we were made aware of them right away, and we were able to work through them in a way that worked for both sides. We held weekly Zoom meetings where we ran through the status of the project.
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Industry Experience
Computan has demonstrated strong expertise across various industries, including Advertising & Marketing, Education, Healthcare, E-commerce, and Technology. Clients consistently praise their responsiveness, flexibility, and the quality of deliverables, particularly in web development and integration projects. Sentiment is generally positive, highlighting their ability to adapt and collaborate effectively. Their services are well-suited for organizations seeking reliable web development and maintenance, especially those utilizing platforms like WordPress and HubSpot.
Read All ReviewsSelect Industry to see insights
Automotive Advertising & marketing Healthcare IT Services Education Beauty & Cosmetics Wellness & Fitness Logistics & Supply Chain Software Media Consulting Manufacturing Telecommunications Hospitality & leisure Nonprofit Information technology Business services Research Other IndustryWas this helpful?
Average Project Cost Breakdown
Read All ReviewsWhat Clients Have Said
Computan has been recognized for providing excellent value for money, with clients frequently noting that their pricing aligns well with project budgets. One client highlighted that Computan delivered exceptional quality of work for the cost, stating, 'the quality of work we get for the cost is something I have not seen in any agency I have worked.' Another client emphasized their competitive pricing, stating it was a decisive factor in their selection. Overall, sentiment regarding Computan's cost-effectiveness and value remains highly positive.Was this helpful?
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$5,000+$200 - $300 / hr10 - 49kamloops, CanadaServices provided
40% CRM Consulting and SI10% Account-Based Marketing10% Digital Strategy +4 services10% Email Marketing10% Recruiting10% Sales Outsourcing10% StaffingSee all 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.
Reviews mention Attentive
The sentiment regarding Set2Close's attentiveness is overwhelmingly positive. Clients consistently noted their responsiveness and dedication to meeting specific needs. One client highlighted, "They were very attentive to our specific needs and delivered the information and results requested on time," while another stated, "I was impressed by their responsive and attentive attitude." Overall, Set2Close is recognized for its genuine care in addressing client concerns and ensuring project success.-
HubSpot Consulting for Tenant Screening Company
5.0 Mar 18, 2025Dennis was very responsive. I feel he went above and beyond for me. He always answered my questions via email by providing a video of him explaining step by step of what I needed to do. I was impressed by their responsive and attentive attitude. I did not feel like 'just a number'.
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CRM Consulting for Equine Therapy Nonprofit
5.0 May 5, 2025They were very attentive to our specific needs and delivered the information and results requested on time. The individuals we've worked with are genuine and truly cared about making sure our needs were met.
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17 of 17 reviews are 5 stars17 new reviews for CRM Consulting and SI servicesLess than $10,000 avg. project costRead 17 Recent ReviewsReviewed 17 times in the past 6 months
In the past six months, Set2Close has received overwhelmingly positive feedback from clients, highlighting their expertise and personalized support in HubSpot implementation and training. Clients praised the team's knowledge and responsiveness, particularly noting Jeremy's and Miles' contributions. For instance, one client mentioned the 'amazing onboarding experience,' while another appreciated the tailored training that facilitated their understanding of HubSpot. Overall, clients expressed satisfaction with Set2Close's ability to deliver value and meet their unique needs, with no significant areas for improvement noted.Was this helpful?
77 of 82 CRM Consulting and SI reviews are 5 stars17 new reviews for CRM Consulting and SI in past 6 monthsLess than $10,000 avg. project costRead 82 ReviewsCRM Consulting and SI PROJECT HIGHLIGHT
HubSpot CRM Training & Consulting for Pharmacy
5.0 — Set2Close provided HubSpot CRM training for a pharmacy's sales representatives and helped the client align their HubSpot systems. The team also provided tools and reports that helped the client Read moreWas this helpful?
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?
$1,000+$25 - $49 / hr50 - 249Austin, TXServices provided
70% CRM Consulting and SI10% AI Development10% API Development +1 service10% IT Staff AugmentationSee 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.
15 of 15 reviews are 5 stars12 new reviews for CRM Consulting and SI servicesLess than $10,000 avg. project costRead 15 Recent ReviewsReviewed 15 times in the past 6 months
In recent reviews, clients consistently praise Peeklogic, LLC for their excellent project management, timely delivery, and strong communication. For instance, Mailtrap highlighted their ability to restore a damaged Salesforce project, leading to improved customer experiences. CSE Electric commended their swift creation of a ticketing system, while Morrison Financial Services noted significant operational efficiency gains through Salesforce enhancements. Overall, sentiment is overwhelmingly positive, with clients expressing high satisfaction and no significant areas for improvement.Was this helpful?
Industry Experience
Peeklogic, LLC has garnered positive feedback across various sectors, including Information Technology, Financial Services, Medical, and Manufacturing. Clients praised their Salesforce integration and automation expertise, highlighting their strong communication and project management. Industries such as Healthcare and Nonprofits noted improvements in operational efficiency through customized CRM solutions. Overall, the sentiment is overwhelmingly favorable, with emphasis on Peeklogic's responsiveness, adaptability, and ability to deliver tailored solutions, making them a suitable partner for projects requiring Salesforce and system integrations.
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Software Non-profit Consumer products & services Chemicals & Biotechnology Manufacturing Telecommunications Advertising & marketing Real estate Education Transportation Arts, entertainment & music Retail Nonprofit Consumer Products Automotive Information technology Other industries Consulting Financial services Legal Construction Hospitality & leisure Business services Healthcare IT Services MedicalWas this helpful?
Average Project Cost Breakdown
Read All ReviewsWhat Clients Have Said
Peeklogic, LLC is frequently recognized for providing excellent value for money, as noted by multiple clients who highlighted their competitive pricing and high-quality deliverables. One client emphasized that Peeklogic's pricing fit their budget while delivering a good value for cost. Overall sentiment regarding cost-effectiveness is overwhelmingly positive, with clients appreciating the high level of service and responsiveness, often stating that the quality of work exceeded expectations relative to the investment made.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?
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UndisclosedUndisclosed2 - 9London, England
Services provided
20% CRM Consulting and SI20% Cloud Consulting & SI20% IT Strategy Consulting +2 services20% Unified Communications Consulting & SI20% Web DesignCyberspace IT, LLC is a web design agency. They were launched in 2014 and focus on Web Design and IT strategy consulting.
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UndisclosedUndisclosed2 - 9Austin, TX
Services provided
20% CRM Consulting and SI60% Executive Search20% Pay Per ClickExecutive Search company Audience Innovation was founded in 2005. In Austin, Texas, the team focuses on Executive Search and Pay Per Click.
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Featured
What are Featured Providers?
$5,000+$200 - $300 / hr50 - 249Chicago, ILServices provided
100% CRM Consulting and SISee all 15 projectsCloudMasonry is a CRM Consultancy specializing in CRM Implementation, CRM Integration, and Customer Relationship Management Consulting services. Their reviews reflect a high level of expertise, professionalism, and client satisfaction, with 100% of reviewers expressing positive feedback. Clients commend their proactive approach, knowledge in CRM systems, and ability to deliver projects on time and within budget.
6 of 6 CRM Consulting and SI reviews are 5 stars$50,000 – $199,999 avg. project costRead 6 ReviewsCRM Consulting and SI PROJECT HIGHLIGHT
Salesforce Support for Publishing Company
5.0 — CloudMasonry provides Salesforce support to a publishing firm. The team has set up a new Salesforce Service Cloud instance and transferred all customer service emails from the legacy platform into Read moreWas this helpful?
Industry Experience
CloudMasonry has garnered positive feedback across various industries, including education, financial services, insurance, and arts & entertainment. Clients commend their expertise in Salesforce and Pardot for enhancing communication strategies, reporting, and process automation. The general sentiment reflects CloudMasonry's strengths in project management, responsiveness, and delivering tailored solutions, making them an excellent fit for clients in sectors like education and financial services seeking robust digital transformation.
Read All ReviewsSelect Industry to see insights
Education Arts, entertainment & music Insurance Publishing Financial services Nonprofit IT Services Utilities Pharmaceuticals Consumer ProductsWas this helpful?
Average Project Cost Breakdown
Read All ReviewsWhat Clients Have Said
Clients consistently praise CloudMasonry for their competitive pricing and overall value. Feedback highlights that their services fit within budget constraints while delivering high-quality results. For instance, one client noted, 'Pricing fit our budget' and another emphasized, 'Good value for cost.' Overall sentiment reflects satisfaction with the company's ability to meet financial expectations, with multiple reviewers expressing that CloudMasonry offers a strong return on investment through effective project management and timely delivery.Was this helpful?
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UndisclosedUndisclosed2 - 9Richmond Hill, Canada
Services provided
20% CRM Consulting and SI20% Cloud Consulting & SI20% Compliance Consulting +3 services20% IT Strategy Consulting10% Cybersecurity10% IT Managed ServicesIts2ACE is a small Toronto, Canada-based IT strategy consulting company. Their services include IT strategy consulting and cloud consulting & SI.
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UndisclosedUndisclosed2 - 9Paris, France
Services provided
20% CRM Consulting and SI20% BI & Big Data Consulting & SI20% Cloud Consulting & SI +3 services20% IT Strategy Consulting10% Custom Software Development10% Web DesignTISIAT is an IT strategy consulting company. They are headquartered in Paris, France and have small team. Their services include IT strategy consulting and BI & big data consulting & SI.
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UndisclosedUndisclosed2 - 9
Services provided
20% CRM Consulting and SI20% Branding20% Business Consulting +2 services20% Content Marketing20% Digital StrategyStriot is a branding company established in 2017. The team specializes in Branding and Digital Strategy and is in Folsom, California.
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UndisclosedUndisclosed2 - 9Los Angeles, CA
Services provided
20% CRM Consulting and SI20% Conversion Optimization20% Email Marketing +3 services20% Search Engine Optimization10% Business Consulting10% Web DesignInvoketin, Inc. Is a Los Angeles, California-based Email Marketing company. They specialize in Email Marketing and Conversion Optimization.
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UndisclosedUndisclosed2 - 9New York, NY
Services provided
20% CRM Consulting and SI20% BI & Big Data Consulting & SI20% Business Consulting +2 services20% Fractional CFO Services20% Marketing StrategyLean Layer is a Marketing Strategy company. The New York, New York-based company was established in 2019. Their services include Marketing Strategy and BI & big data consulting & SI.
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UndisclosedUndisclosed2 - 9New York, NY
Services provided
20% CRM Consulting and SI20% AI Development20% Business Consulting +2 services20% Fractional CMO Services20% Marketing StrategyMarketing Strategy company DB Marketing Technologies was established in 1999. The agency specializes in Marketing Strategy and CRM consulting and SI.
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UndisclosedUndisclosed2 - 9Orlando, FL
Services provided
20% CRM Consulting and SI20% Back Office Outsourcing20% Business Consulting +3 services15% Customer Service Outsourcing15% Sales Outsourcing10% BI & Big Data Consulting & SIIn Sao Paulo, Brazil and Orlando, Florida, Insight Sales is a CRM consulting and SI company. Launched in 2018, the team focuses on CRM consulting and SI and Business Consulting.
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UndisclosedUndisclosed2 - 9South Plainfield, NJ
Services provided
20% CRM Consulting and SI20% Back Office Outsourcing20% Business Consulting +4 services10% Corporate Training & Coaching10% Customer Service Outsourcing10% Digital Strategy10% Sales OutsourcingEstablished in 2019, Virtually Centered Solutions LLC is a CRM consulting and SI company. The agency focuses on CRM consulting and SI and Business Consulting, and is small.
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UndisclosedUndisclosed2 - 9
Services provided
20% CRM Consulting and SI20% Branding20% Business Consulting +3 services20% IT Strategy Consulting10% UX/UI Design10% Web DesignForward Strategy is a branding firm. Located in Toronto, Canada, the company was launched in 2017. Their services include Branding and IT strategy consulting.
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UndisclosedUndisclosed2 - 9
Services provided
20% CRM Consulting and SI20% Business Consulting20% Content Marketing +2 services20% Email Marketing20% Marketing StrategyRevXcelerate Consulting, a Marketing Strategy company, provide Marketing Strategy and Content Marketing. They were established in 2022.
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UndisclosedUndisclosed2 - 9
Services provided
20% CRM Consulting and SI20% Search Engine Optimization10% Advertising +5 services10% Digital Strategy10% Ecommerce Marketing10% Market Research10% Pay Per Click10% Social Media MarketingIsaac Frank, a SEO agency, was launched in 2011. The small team offers Search Engine Optimization and CRM consulting and SI.
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UndisclosedUndisclosed2 - 9
Services provided
20% CRM Consulting and SI20% Email Marketing20% Pay Per Click +2 services20% Search Engine Optimization20% Social Media MarketingFounded in 2020, Amersify Digital Marketing is a social media marketing firm. The agency specializes in Social Media Marketing and Email Marketing, and is small.
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UndisclosedUndisclosed2 - 9
Services provided
20% CRM Consulting and SI20% BI & Big Data Consulting & SI20% Blockchain +2 services20% Blockchain Marketing20% Email MarketingHalestorm Media is an Email Marketing company founded in 2012. Their services include Email Marketing and BI & big data consulting & SI.
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UndisclosedUndisclosed2 - 9
Services provided
20% CRM Consulting and SI20% Pay Per Click20% Search Engine Optimization +2 services20% Social Media Marketing20% Web DevelopmentWydro Media, a social media marketing agency, was founded in 1999. The team offers Social Media Marketing and Search Engine Optimization.
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UndisclosedUndisclosed2 - 9
Services provided
20% CRM Consulting and SI20% Advertising20% Branding +2 services20% Search Engine Optimization20% Social Media MarketingGrowth Venue Marketing, an Advertising company, is located in Leesburg, Virginia. Their services include Advertising and Branding.
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UndisclosedUndisclosed2 - 9Vaughan, Canada
Services provided
20% CRM Consulting and SI20% Conversion Optimization20% Email Marketing +3 services20% Social Media Marketing10% Pay Per Click10% Search Engine OptimizationDGTL Marketing Experts is a social media marketing firm. The team is based in Vaughan, Canada, and their services include Social Media Marketing and Email Marketing.
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UndisclosedUndisclosed2 - 9Melbourne, Australia
Services provided
20% CRM Consulting and SI20% Pay Per Click15% Conversion Optimization +4 services15% Web Development10% Branding10% Business Consulting10% Social Media MarketingEstablished in 2017, alphawhale is a small PPC agency. Their team provides Pay Per Click and CRM consulting and SI.
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UndisclosedUndisclosed2 - 9Peppermint Grove, Australia
Services provided
20% CRM Consulting and SI20% AI Development20% Pay Per Click +3 services20% Social Media Marketing10% Conversion Optimization10% Email MarketingLead Rocket is a small social media marketing agency headquartered in Peppermint Grove, Australia. Their services include Social Media Marketing and Pay Per Click.
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UndisclosedUndisclosed2 - 9
Services provided
20% CRM Consulting and SI20% Conversion Optimization20% Pay Per Click +2 services20% Social Media Marketing20% Web DesignBallen Brands, a small social media marketing agency, is based in Boulder City, Nevada. Their services include Social Media Marketing and Conversion Optimization.
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UndisclosedUndisclosed2 - 9Las Vegas, NV
Services provided
20% CRM Consulting and SI30% Web Design30% Web Development +1 service20% Search Engine OptimizationWebKitty Creative Services LLC. Is a web design company. Established in 2010, the company is in Las Vegas, Nevada. Their services include Web Design and Web Development.
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UndisclosedUndisclosed2 - 9Clinton, MA
Services provided
20% CRM Consulting and SI20% Digital Strategy20% Search Engine Optimization +3 services20% UX/UI Design10% Content Marketing10% Web DevelopmentChatham Oaks Growth Solutions is a small Digital Strategy company. Founded in 2021, the team focuses on Digital Strategy and Search Engine Optimization.
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UndisclosedUndisclosed2 - 9London, England
Services provided
20% CRM Consulting and SI20% Cloud Consulting & SI20% ERP Consulting and SI +2 services20% IT Strategy Consulting20% Web DevelopmentSmall IT strategy consulting company Think Apps, is based in London, England. The team provides IT strategy consulting and cloud consulting & SI.
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UndisclosedUndisclosed2 - 9London, England
Services provided
20% CRM Consulting and SI10% AI Consulting10% AI Development +6 services10% Advertising10% Email Marketing10% Marketing Strategy10% Search Engine Optimization10% Social Media Marketing10% Web DevelopmentLead Hero AI is a CRM consulting and SI company. Launched in 2018, the firm is located in London, England. Their services include CRM consulting and SI and Advertising.
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UndisclosedUndisclosed2 - 9
Services provided
20% CRM Consulting and SI20% Compliance Consulting20% Mobile App Development +3 services20% Pay Per Click10% Search Engine Optimization10% Social Media MarketingPPC company ONE & MAIN specializes in Pay Per Click and CRM consulting and SI. They are headquartered in Virginia Beach, Virginia.
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UndisclosedUndisclosed2 - 9Boston, MA
Services provided
20% CRM Consulting and SI20% Email Marketing20% Pay Per Click +2 services20% Search Engine Optimization20% Social Media MarketingLocal CEO is a small social media marketing firm in Boston, Massachusetts. The team focuses on Social Media Marketing and Email Marketing.
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UndisclosedUndisclosed2 - 9Wilmington, NC
Services provided
20% CRM Consulting and SI20% Search Engine Optimization20% Social Media Marketing +2 services20% Video Production20% Web DesignSEO company deviateMEDIA is located in Wilmington, North Carolina. They offer Search Engine Optimization and Mobile App Development.
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UndisclosedUndisclosed2 - 9Austin, TX
Services provided
20% CRM Consulting and SI20% Cloud Consulting & SI20% Enterprise App Modernization +2 services20% IT Managed Services20% IT Strategy ConsultingSKI Technology Solutions is a business intelligence company launched in 2013. The team provides BI & big data consulting & SI and IT managed services and is in Austin, Texas.
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UndisclosedUndisclosed2 - 9
Services provided
20% CRM Consulting and SI20% ERP Consulting and SI20% Pay Per Click +2 services20% Search Engine Optimization20% Web DevelopmentSEO company Moveiton is located in kyiv, Ukraine. They provide Search Engine Optimization and Pay Per Click.
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UndisclosedUndisclosed2 - 9Folsom, LA
Services provided
20% CRM Consulting and SI20% Search Engine Optimization20% Video Marketing +3 services20% Web Design10% Email Marketing10% Pay Per ClickLocal MarketPlace is a SEO agency founded in 2008. The team specializes in Search Engine Optimization and Web Design.
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UndisclosedUndisclosed2 - 9Montpelier, VT
Services provided
20% CRM Consulting and SI20% Custom Software Development20% Social Media Marketing +3 services20% Web Development10% Cloud Consulting & SI10% IT Managed ServicesBear Code LLC is a social media marketing company. Their small team of employees is in Montpelier, Vermont. Their team provides Social Media Marketing and CRM consulting and SI.
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UndisclosedUndisclosed2 - 9San Francisco, CA
Services provided
20% CRM Consulting and SI40% Affiliate Marketing20% Content Marketing +1 service20% Sales OutsourcingMachZho is an Affiliate Marketing company. Based in San Francisco, California, their small team offers Affiliate Marketing and Content Marketing. The agency was launched in 2019.
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UndisclosedUndisclosed2 - 9Seattle, WA
Services provided
20% CRM Consulting and SI20% ERP Consulting and SI20% IT Strategy Consulting +2 services20% Recruiting20% StaffingIT strategy consulting company DyNexus Recruiting & Staffing is located in Seattle, Washington. They focus on IT strategy consulting and CRM consulting and SI.
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UndisclosedUndisclosed2 - 9Glendale, CA
Services provided
20% CRM Consulting and SI20% Branding20% Generative AI +2 services20% Social Media Marketing20% UX/UI DesignAdWaken.ai is a Glendale, California-based branding firm. They offer Branding and Social Media Marketing and were established in 2024.
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UndisclosedUndisclosed2 - 9
Services provided
20% CRM Consulting and SI20% Back Office Outsourcing20% Branding +2 services20% Call Center Services20% Sales OutsourcingAMPED Pipeline Marketing is a small Burlington, Vermont-based branding firm. The team provides Branding and CRM consulting and SI.
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UndisclosedUndisclosed2 - 9Poland, ME
Services provided
20% CRM Consulting and SI40% Sales Outsourcing20% Email Marketing +1 service20% Search Engine OptimizationJC Marketing Group, LLC is a Poland, Maine-based Sales Outsourcing company. Their services include Sales Outsourcing and Email Marketing.
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UndisclosedUndisclosed2 - 9Saco, ME
Services provided
20% CRM Consulting and SI20% Email Marketing20% Marketing Strategy +2 services20% Search Engine Optimization20% Video MarketingPatti Devine Inc., a Marketing Strategy company, was launched in 2003. They offers Marketing Strategy and Email Marketing.
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UndisclosedUndisclosed2 - 9
Services provided
20% CRM Consulting and SI30% Back Office Outsourcing30% Call Center Services +1 service20% Business ConsultingTechnest Support Center is a small phone answering service in. Their services include Call Center Services and Back Office Outsourcing.
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UndisclosedUndisclosed2 - 9
Services provided
20% CRM Consulting and SI20% AI Development20% Generative AI +2 services20% Low/No Code Development20% UX/UI DesignNoCode Consulting is an UX design company. The Chicago, Illinois-based firm was established in 2021. Their team provides UX/UI Design and CRM consulting and SI.
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UndisclosedUndisclosed2 - 9Largo, FL
Services provided
20% CRM Consulting and SI20% Content Marketing20% Search Engine Optimization +2 services20% Video Production20% Web DesignIn Largo, Florida, Concentric Management LLC is a Content Marketing company. Their services include Content Marketing and Search Engine Optimization.
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UndisclosedUndisclosed2 - 9Orlando, FL
Services provided
20% CRM Consulting and SI20% Cloud Consulting & SI20% Custom Software Development +2 services20% ERP Consulting and SI20% Web DevelopmentSkysoft Incorporated is a cloud consulting & SI company. The Orlando, Florida-based firm offers cloud consulting & SI and CRM consulting and SI.
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UndisclosedUndisclosed2 - 9Clearwater, FL
Services provided
20% CRM Consulting and SI20% API Development20% Application Testing +2 services20% Custom Software Development20% ERP Consulting and SIFounded in 2020, Black Badger Software Solutions is a CRM consulting and SI company. The team offers CRM consulting and SI and ERP consulting and SI.
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UndisclosedUndisclosed2 - 9
Services provided
20% CRM Consulting and SI20% Digital Strategy20% Email Marketing +2 services20% Pay Per Click20% Search Engine OptimizationNextNow Digital is a Digital Strategy company. Established in 2020, the team offers Digital Strategy and Email Marketing. The agency is in Albuquerque, New Mexico.
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UndisclosedUndisclosed2 - 9Cranston, RI
Services provided
20% CRM Consulting and SI40% Digital Strategy20% IoT Development +1 service20% Robotics Process AutomationLaunched in 2002, Digital Directions is a small Digital Strategy company based in Cranston, Rhode Island. Their team specializes in Digital Strategy and CRM consulting and SI.
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UndisclosedUndisclosed2 - 9Sioux City, IA
Services provided
20% CRM Consulting and SI20% Media Planning & Buying20% Pay Per Click +2 services20% Social Media Marketing20% Video MarketingBRIC Media Marketing Agency is a media planning & buying company established in 2022. The team focuses on Media Planning & Buying and Social Media Marketing.
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UndisclosedUndisclosed2 - 9Aalborg, Denmark
Services provided
20% CRM Consulting and SI20% Branding20% Business Consulting +2 services20% Corporate Training & Coaching20% Video ProductionAbsent Wall is a branding company. The Aalborg, Denmark-based company was established in 2015. Their services include Branding and Video Production.
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UndisclosedUndisclosed2 - 9
Services provided
20% CRM Consulting and SI40% BI & Big Data Consulting & SI20% AI Development +1 service20% API DevelopmentTasnix is a big data analytics company. The company is in Sydney, Australia. Their services include BI & big data consulting & SI and CRM consulting and SI.
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UndisclosedUndisclosed2 - 9Singapore, Singapore
Services provided
20% CRM Consulting and SI20% Accounting20% Business Consulting +2 services20% Fractional CFO Services20% HR OutsourcingAcclime Singapore Pte. Ltd. Is a Singapore, Singapore-based CRM consulting and SI company. They specialize in CRM consulting and SI and Business Consulting and were established in 2019.
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UndisclosedUndisclosed2 - 9Ciudad de México, Mexico
Services provided
20% CRM Consulting and SI20% Back Office Outsourcing20% E-Commerce Development +2 services20% ERP Consulting and SI20% Search Engine OptimizationEstablished in 2009, Kentriki México is a small SEO services firm headquartered in Ciudad de México, Mexico. Their team specializes in Search Engine Optimization and CRM consulting and SI.
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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
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CRM Consultants FAQs
Many CRM consultants offer ample expertise in the field, but how do you select the best fit for your project? First, it's important to cultivate an understanding of the industry in order to set expectations. We've compiled some simple FAQs to help you do just that.
Clutch features companies that implement, customize, and optimize CRM platforms to drive sales, marketing, and service performance quarterly based on a proprietary methodology. The top CRM consulting and development companies for 2026 include:
Start with platform certifications that match your system (Salesforce, HubSpot, or Microsoft partner status), then check recent verified reviews from clients in a similar industry and company size. Confirm the consultant's scope covers data migration and post-launch user-adoption training, not just initial setup — abandoned implementations are usually a training gap, not a software gap. Finally, align on project size and budget up front. The most common hiring mistake is engaging an unverified firm without confirming credentials or a clear adoption plan.
Clutch lists consultants across all major CRM platforms. The most common specializations are Salesforce, HubSpot, and Microsoft Dynamics, alongside firms working in Zoho, NetSuite, Oracle, SAP, and Sugar CRM. Matching a consultant's platform certification (for example, a HubSpot Diamond Partner or a certified Salesforce partner) to the system you use is the fastest way to narrow the list.
Most CRM implementations take 2 to 6 months of active work. Timeline is driven by data-migration complexity, the number of integrations, how much custom development is required, and the depth of user-adoption training. Simple platform setups can finish in a few weeks; multi-system integrations for enterprise teams can run longer. Skipping the testing and training phases is the most common cause of delays and low adoption.
You can filter this directory by location to find consultants in your region or time zone. Clutch maintains local rankings for major markets — for example, CRM consultants in Austin and the broader Top CRM consultants in the United States — and platform-specific city pages such as Salesforce consultants in Chicago, Denver, Seattle, and New York. Local partners can be useful for on-site workshops, timezone overlap, and in-person training, though most CRM work today is delivered remotely.
CRM consulting projects on Clutch generally start at a $1,000 minimum project size. Hourly rates range from under $25 to $300+, with entry-level configuration and admin work commonly in the $25–$49/hr band and senior platform architects or specialized Salesforce/Dynamics work running $150–$300+/hr. Ongoing retainers typically fall between $2,000 and $10,000 per month, while larger implementation and systems-integration engagements can start around $25,000. Cost depends on platform complexity, data migration scope, customization, and the number of integrations.
A functional CRM consultant focuses on the business side — gathering requirements, mapping processes, defining strategy, and configuring the platform to match how your team works. A technical CRM consultant focuses on the engineering side — data models, custom API development, third-party integrations, deployment, and testing. Larger projects also distinguish strategy consultants (roadmap and platform selection) from implementation consultants (hands-on build and rollout). Many engagements use a mix, so it helps to define which phase you're hiring for before you shortlist.
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