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
8,663 Companies
List of the Top CRM Companies
Sponsored
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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 Great project management
Clients consistently praised Computan for their excellent project management capabilities. For instance, one client highlighted their effective use of Freedcamp and Jira, noting that Computan adhered to schedules and budgets while maintaining clear communication. Another client commended their structured approach, which included outlining steps and providing accurate budget estimates. Overall, the sentiment reflects a strong appreciation for Computan's ability to manage projects efficiently and responsively, contributing significantly to client satisfaction.-
Website Revamp & Redesign for Purchasing & Consulting Firm
5.0 Apr 6, 2022Computan’s project management was great. We told them what we needed to do, and they outlined the steps. When we asked for budget estimates, they provided us with the work they could do within a specific timeframe along with its costs. They also stayed within their estimates. Moreover, the team stayed on track; they made sure that our team stayed on point to meet the deadlines we were setting for the project.
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HubSpot Migration for Advanced Enterprise Analytics Firm
5.0 Aug 5, 2020Their project management was great. Computan had us proofing every step of the way, and they communicated very clearly. We had regular calls. The cost was extremely affordable for the quality, speed, and size of the project.
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Development Outsourcing for Marketing Agency
5.0 Jul 31, 2020It’s great. They’re very communicative. My team sets the pace, so at times when we’re working on more intensive projects, we set up weekly calls to check in on the status of various things they’re working on. When it’s slower, we don’t talk until we have something we need them to work on. They’re just very responsive to our needs. They’re super flexible to fit into our workflow.
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Marketing Collateral for Data Center Provider
5.0 Sep 14, 2018The project management tool that we use enables us to easily and efficiently communicate. As a company that follows Agile project management principles, our projects move quickly, and emails can get lost. This tool has helped us keep track of our communication and project stages. There is a visual to-do list for each team, which enables us to see if a task is completed, in progress, or waiting on feedback. We communicate daily through that tool by uploading tasks. The Computan team then informs us when they’ve begun the work, and we establish a due date. They have a great project management strategy in place, communicate frequently, and are willing to put in hard work.
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Industry Experience
Computan has demonstrated its expertise across diverse industries, notably in Advertising & Marketing, Education, and Healthcare. Clients commend their responsive project management and ability to deliver high-quality web development and integration solutions. Positive sentiments emphasize their adaptability and technical skills, particularly with platforms like HubSpot and WordPress. Overall, Computan is well-suited for organizations seeking reliable support in digital transformations, particularly within the marketing and education sectors.
Read All ReviewsSelect Industry to see insights
Automotive Advertising & marketing Healthcare IT Services Education Beauty & Cosmetics Wellness & Fitness Software Logistics & Supply Chain 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
Clients consistently commend Computan for their competitive pricing and excellent value for money. One client noted, "Pricing fit our budget" while another highlighted, "The quality of work we get for the cost is something I have not seen in any agency I have worked." Overall, the sentiment reflects satisfaction with the affordability and quality of services, making Computan a favorable choice for various web development needs.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 100 projectsSet2Close is a CRM Consultancy and Systems Integration firm specializing in HubSpot onboarding, training, and integration. They receive overwhelmingly positive feedback, with clients appreciating their personalized, knowledgeable service and their ability to enhance HubSpot utility. With 100% of reviews highlighting their expertise and exceptional support, Set2Close is highly recommended for CRM Consulting and CRM SI services.
76 of 81 CRM Consulting and SI reviews are 5 stars19 new reviews for CRM Consulting and SI in past 6 monthsLess than $10,000 avg. project costRead 81 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?
Industry Experience
Set2Close has demonstrated expertise across various industries, notably in Advertising & Marketing, Information Technology, Education, and Healthcare. Clients praised their strong project management, knowledge of HubSpot, and ability to tailor solutions to unique business needs. The overall sentiment reflects satisfaction with their training and onboarding processes, which effectively enhance client capabilities. Industries such as Non-Profit, Retail, and Manufacturing reported notable results in CRM implementation and sales pipeline optimization, making Set2Close a strong contender for clients in these sectors.
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Media Consulting Restaurants Wellness & Fitness Insurance Consumer Products Retail Non-profit Arts, entertainment & music Education Agriculture Business services Financial services Construction Transportation Software IT Services Other Industry Healthcare Human Resources Medical Supply Chain, Logistics, and Transport Manufacturing Information technology Real estate Other industries Advertising & marketingWas this helpful?
Average Project Cost Breakdown
Read All ReviewsWhat Clients Have Said
Set2Close is frequently praised for providing excellent value for money, with many clients noting that their pricing fits within budgetary constraints while delivering substantial results. One client highlighted that they received a comprehensive onboarding experience at no cost, saving them $2-5k in setup fees. Overall, feedback reflects a strong sentiment towards the company's ability to align services with client needs, ensuring that clients feel they receive more than they pay for, with specific mentions of timely delivery and effective project management.Was this helpful?
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$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 is a CRM Consulting firm specializing in CRM Systems Integration and Implementation, particularly focused on Salesforce. They consistently receive high praise for their responsiveness, expertise, and effective solutions, with 100% of reviewers noting their strong project management and timely delivery. Additionally, the company is commended for aligning with client needs, seamlessly integrating CRM solutions, and enhancing operational efficiency and process automation.
45 of 49 CRM Consulting and SI reviews are 5 stars12 new reviews for CRM Consulting and SI in past 6 monthsLess than $10,000 avg. project costRead 49 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?
Average Project Cost Breakdown
Read All ReviewsWhat Clients Have Said
Overall, client feedback indicates that Peeklogic, LLC provides excellent value for money, with many clients highlighting their competitive pricing and high-quality services. For instance, one client noted that Peeklogic's pricing 'fit our budget' and described their services as 'good value for cost.' Another client emphasized that Peeklogic's solutions improved operational efficiency and reduced manual processes, validating their cost-effectiveness. The sentiment across reviews is overwhelmingly positive, underscoring the company's ability to deliver exceptional results relative to their pricing.Was 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?
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UndisclosedUndisclosedFreelancerSigna, Italy
Services provided
10% CRM Consulting and SI15% Content Marketing15% Conversion Optimization +5 services15% Digital Strategy15% Email Marketing10% Pay Per Click10% Search Engine Optimization10% Social Media MarketingStrategy Plus srls is a Digital Strategy company. The company is located in Signa, Italy. Their team offers Digital Strategy and Content Marketing.
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UndisclosedUndisclosedFreelancerFort Lauderdale, FL
Services provided
10% CRM Consulting and SI15% Pay Per Click15% Search Engine Optimization +6 services10% Advertising10% Content Marketing10% Conversion Optimization10% Market Research10% Social Media Marketing10% UX/UI DesignLeverage Digital Marketing, a SEO services firm, provides Search Engine Optimization and Pay Per Click. The firm is located in Fort Lauderdale, Florida.
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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.
Reviews mention Translate ideas into products
Clients have praised CloudMasonry for their ability to effectively translate ideas into products, demonstrating a strong understanding of project vision. One client highlighted their impressive skill in executing a complex Grants Management platform, noting that the team communicated technical details in an easily understandable manner. Overall sentiment reflects satisfaction with the team's responsiveness and execution, despite minor delays attributed to internal challenges.-
Salesforce Implementation for Nonprofit Organization
5.0 Dec 13, 2022The ability of the staff to take the vision I had for our program and execute it. Additionally, as a non-IT person, the CloudMasonry team was able to explain to me everything in ways in which I understood.
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Industry Experience
CloudMasonry has garnered positive feedback across multiple industries, including Education, Financial Services, Insurance, and Publishing. Clients praised their expertise in Salesforce and marketing automation, highlighting strengths in project management, proactive communication, and a tailored approach to industry-specific needs. The sentiment is notably strong in Education and Financial Services, where measurable outcomes include improved student applications and enhanced reporting capabilities. Overall, CloudMasonry is well-suited for clients in these sectors seeking effective CRM solutions and strategic consulting.
Read All ReviewsSelect Industry to see insights
Arts, entertainment & music Publishing Education Insurance Financial services Nonprofit IT Services Utilities Pharmaceuticals Consumer ProductsWas this helpful?
Average Project Cost Breakdown
Read All ReviewsWhat Clients Have Said
Clients consistently highlight CloudMasonry's competitive pricing and strong value for money. For instance, one client noted that their pricing fit within budget while another emphasized the 'good value for cost'. Overall sentiment reflects satisfaction with the outcomes delivered, with clients appreciating the company's responsiveness and proactive project management, which often resulted in timely deliveries and effective solutions tailored to their needs.Was this helpful?
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UndisclosedUndisclosedFreelancerArlington, VA
Services provided
10% CRM Consulting and SI40% Search Engine Optimization10% Digital Strategy +4 services10% Marketing Strategy10% Mobile & App Marketing10% Pay Per Click10% Social Media MarketingSEO agency Alden Lane Partners, LLC is headquartered in Arlington, Virginia. The team specializes in Search Engine Optimization and Marketing Strategy.
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UndisclosedUndisclosedFreelancerShawnee, KS
Services provided
10% CRM Consulting and SI10% Branding10% Conversion Optimization +7 services10% Digital Strategy10% Graphic Design10% IT Managed Services10% Market Research10% Search Engine Optimization10% UX/UI Design10% Web DevelopmentMarisa Gonzales Studios, LLC., a branding company, is in Shawnee, Kansas. Their services include Branding and Market Research.
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UndisclosedUndisclosedFreelancerToronto, Canada
Services provided
10% CRM Consulting and SI20% E-Commerce Development20% Search Engine Optimization +5 services10% Graphic Design10% IT Managed Services10% Low/No Code Development10% UX/UI Design10% Web DesignCa-Ching Designs, a SEO company, is based in Toronto, Canada. Their services include Search Engine Optimization and Web Design.
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UndisclosedUndisclosedFreelancerLas Vegas, NV
Services provided
10% CRM Consulting and SI15% Email Marketing15% Search Engine Optimization +5 services15% Social Media Marketing15% Web Design10% Pay Per Click10% Sales Outsourcing10% Video MarketingDeseret Marketing Group is a social media marketing firm. The Las Vegas, Nevada-based team focuses on Social Media Marketing and Email Marketing.
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UndisclosedUndisclosedFreelancerManassas Park, VA
Services provided
10% CRM Consulting and SI10% Branding10% Business Consulting +7 services10% Content Marketing10% Print Design10% Search Engine Optimization10% Social Media Marketing10% Video Production10% Web Design10% Web DevelopmentVoxlumedia is a small Manassas Park, Virginia-based branding company. The team specializes in Branding and Social Media Marketing.
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UndisclosedUndisclosedFreelancerMount Airy, MD
Services provided
10% CRM Consulting and SI15% Content Marketing15% Pay Per Click +4 services15% Search Engine Optimization15% Social Media Marketing15% Video Marketing15% Web DesignAmble Media Group is a small social media marketing firm based in Mount Airy, Maryland. Their services include Social Media Marketing and Content Marketing.
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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.
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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.
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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.
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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.
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UndisclosedUndisclosedFreelancerMill Valley, CA
Services provided
10% CRM Consulting and SI20% Search Engine Optimization20% Social Media Marketing +4 services20% Web Design10% Email Marketing10% Event Management10% Pay Per ClickWilder Strategy Lab is a social media marketing company. The Mill Valley, California-based firm provides Social Media Marketing and Search Engine Optimization.
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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
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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.
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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
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$1,000+$25 - $49 / hr50 - 249Austin, TX
Ability to deliver
40/40.020/20 Reviews10/10 Clients & Experience10/10 Market PresenceService focus
70% CRM Consulting and SI30% Other -
$5,000+$50 - $99 / hr50 - 249København, Denmark
Ability to deliver
37.7/40.018.6/20 Reviews10/10 Clients & Experience9.1/10 Market PresenceService focus
70% CRM Consulting and SI30% Other -
$10,000+$50 - $99 / hr50 - 249L'viv, Ukraine
Ability to deliver
36.7/40.017.2/20 Reviews10/10 Clients & Experience9.5/10 Market PresenceService focus
60% CRM Consulting and SI40% Other -
$1,000+$25 - $49 / hr50 - 249Austin, TX
Ability to deliver
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
35.3/40.017.4/20 Reviews10/10 Clients & Experience7.9/10 Market PresenceService focus
100% CRM Consulting and SI -
$5,000+$25 - $49 / hr50 - 249London, England
Ability to deliver
34.4/40.016.2/20 Reviews9.5/10 Clients & Experience8.8/10 Market PresenceService focus
80% CRM Consulting and SI20% Other -
$5,000+$25 - $49 / hr250 - 999Phoenix, AZ
Ability to deliver
34.3/40.016.4/20 Reviews10/10 Clients & Experience7.9/10 Market PresenceService focus
35% CRM Consulting and SI65% Other -
$1,000+$25 - $49 / hr10 - 49
Ability to deliver
33.6/40.017.6/20 Reviews10/10 Clients & Experience6/10 Market PresenceService focus
100% CRM Consulting and SI -
$10,000+$150 - $199 / hr10 - 49Seattle, WA
Ability to deliver
33.6/40.016.4/20 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 -
$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+$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
32.6/40.016.4/20 Reviews9.3/10 Clients & Experience6.9/10 Market PresenceService focus
100% CRM Consulting and SI -
$50,000+$50 - $99 / hr250 - 999
Ability to deliver
32.3/40.016.2/20 Reviews10/10 Clients & Experience6.1/10 Market PresenceService focus
55% CRM Consulting and SI45% Other -
$5,000+$150 - $199 / hr50 - 249St. Albert, Canada
Ability to deliver
32.2/40.016.2/20 Reviews9.3/10 Clients & Experience6.7/10 Market PresenceService focus
50% CRM Consulting and SI50% Other -
$1,000+< $25 / hr50 - 249Indore, India
Ability to deliver
32.2/40.016.8/20 Reviews9.5/10 Clients & Experience5.9/10 Market PresenceService focus
50% CRM Consulting and SI50% Other -
$1,000+$50 - $99 / hr50 - 249Kyiv, Ukraine
Ability to deliver
32.1/40.016.4/20 Reviews7.5/10 Clients & Experience8.2/10 Market PresenceService focus
60% CRM Consulting and SI40% Other -
$25,000+$25 - $49 / hr1,000 - 9,999Orlando, FL
Ability to deliver
40/40.020/20 Reviews10/10 Clients & Experience10/10 Market PresenceService focus
10% CRM Consulting and SI90% Other -
$10,000+$100 - $149 / hr10 - 49Bengaluru, India
Ability to deliver
32/40.017/20 Reviews8.7/10 Clients & Experience6.3/10 Market PresenceService focus
65% CRM Consulting and SI35% Other -
$10,000+$150 - $199 / hr10 - 49Los Angeles, CA
Ability to deliver
31.9/40.016.2/20 Reviews9.6/10 Clients & Experience6.1/10 Market PresenceService focus
100% CRM Consulting and SI -
$25,000+$25 - $49 / hr1,000 - 9,999Jersey City, NJ
Ability to deliver
39.8/40.020/20 Reviews10/10 Clients & Experience9.8/10 Market PresenceService focus
10% CRM Consulting and SI90% Other -
$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 -
UndisclosedUndisclosed50 - 249Calabasas, CA
Ability to deliver
31.4/40.016.8/20 Reviews6.5/10 Clients & Experience8.1/10 Market PresenceService focus
70% CRM Consulting and SI30% Other
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CRM Consultants FAQs
Many CRM consultants offer ample expertise in the field, but how do you select the best fit for your project? First, it's important to cultivate an understanding of the industry in order to set expectations. We've compiled some simple FAQs to help you do just that.
Start with platform certifications that match your system (Salesforce, HubSpot, or Microsoft partner status), then check recent verified reviews from clients in a similar industry and company size. Confirm the consultant's scope covers data migration and post-launch user-adoption training, not just initial setup — abandoned implementations are usually a training gap, not a software gap. Finally, align on project size and budget up front. The most common hiring mistake is engaging an unverified firm without confirming credentials or a clear adoption plan.
Clutch lists consultants across all major CRM platforms. The most common specializations are Salesforce, HubSpot, and Microsoft Dynamics, alongside firms working in Zoho, NetSuite, Oracle, SAP, and Sugar CRM. Matching a consultant's platform certification (for example, a HubSpot Diamond Partner or a certified Salesforce partner) to the system you use is the fastest way to narrow the list.
Most CRM implementations take 2 to 6 months of active work. Timeline is driven by data-migration complexity, the number of integrations, how much custom development is required, and the depth of user-adoption training. Simple platform setups can finish in a few weeks; multi-system integrations for enterprise teams can run longer. Skipping the testing and training phases is the most common cause of delays and low adoption.
You can filter this directory by location to find consultants in your region or time zone. Clutch maintains local rankings for major markets — for example, CRM consultants in Austin and the broader Top CRM consultants in the United States — and platform-specific city pages such as Salesforce consultants in Chicago, Denver, Seattle, and New York. Local partners can be useful for on-site workshops, timezone overlap, and in-person training, though most CRM work today is delivered remotely.
CRM consulting projects on Clutch generally start at a $1,000 minimum project size. Hourly rates range from under $25 to $300+, with entry-level configuration and admin work commonly in the $25–$49/hr band and senior platform architects or specialized Salesforce/Dynamics work running $150–$300+/hr. Ongoing retainers typically fall between $2,000 and $10,000 per month, while larger implementation and systems-integration engagements can start around $25,000. Cost depends on platform complexity, data migration scope, customization, and the number of integrations.
A functional CRM consultant focuses on the business side — gathering requirements, mapping processes, defining strategy, and configuring the platform to match how your team works. A technical CRM consultant focuses on the engineering side — data models, custom API development, third-party integrations, deployment, and testing. Larger projects also distinguish strategy consultants (roadmap and platform selection) from implementation consultants (hands-on build and rollout). Many engagements use a mix, so it helps to define which phase you're hiring for before you shortlist.
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