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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$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 104 projectsPeeklogic, LLC is a CRM Consulting and Systems Integration company specializing in Salesforce development, customization, and integration. Clients consistently praise their expertise, responsiveness, and strong project management, with 100% of reviews highlighting timely delivery and effective solutions. Their practical approach to seamlessly integrating external systems and enhancing Salesforce environments is notably impressive.
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UndisclosedUndisclosedFreelancerTampa, FL
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Creative Visual Designs, a branding firm, provide Branding and Search Engine Optimization. They were established in 2003.
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UndisclosedUndisclosedFreelancer
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Small branding agency Dessy Krystal Designs, is based in New York. Their services include Branding and Marketing Strategy.
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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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UndisclosedUndisclosedFreelancerIndianapolis, IN
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ACOMDev, LLC is a business intelligence company. Launched in 1998, the team offers BI & big data consulting & SI and cloud consulting & SI.
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UndisclosedUndisclosedFreelancerTourcoing, France
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Headquartered in Tourcoing, France, MeridioPlus is a Fractional CMO Services company. Established in 2019, the team provides Fractional CMO Services and Branding.
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UndisclosedUndisclosedFreelancer
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Andrea Palten is a small Colorado Springs, Colorado-based Corporate Training & Coaching company. Their services include Corporate Training & Coaching and Fractional CMO Services.
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UndisclosedUndisclosedFreelancer
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RevOppAI is a Fractional CMO Services company. The team offers Fractional CMO Services and Market Research and is headquartered in Denver, Colorado.
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UndisclosedUndisclosedFreelancer
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Launched in 2006, Barbara Rozgonyi is a Corporate Training & Coaching company. The team specializes in Corporate Training & Coaching and Market Research and is located in Charlotte, North Carolina.
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UndisclosedUndisclosedFreelancerSyracuse, NY
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Elite Venture Media is a branding agency. Their team is based in Syracuse, New York. The firm specializes in Branding and Market Research.
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UndisclosedUndisclosedFreelancerMadrid, Spain
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Marketing Media Solutions is a social media marketing agency established in 2003. The team focuses on Social Media Marketing and Email Marketing.
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UndisclosedUndisclosedFreelancer
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Located in San Francisco Bay Area, California, CHIEF ROI is a Fractional CMO Services company. They focus on Fractional CMO Services and Branding.
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UndisclosedUndisclosedFreelancerMatthews, NC
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Launched in 2008, 3Bug Media is a small social media marketing agency based in Matthews, North Carolina. Their team provides Social Media Marketing and Search Engine Optimization.
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UndisclosedUndisclosedFreelancerNaples, FL
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BlackFrog Agency is a branding agency. The Naples, Florida-based team provides Branding and Social Media Marketing.
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UndisclosedUndisclosedFreelancerEnglewood, CO
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Measured Transformation LLC is a branding firm. Located in Englewood, Colorado, the agency focuses on Branding and Marketing Strategy.
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UndisclosedUndisclosedFreelancerDublin 2, Ireland
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Primevast is a Blockchain company. They are located in Dublin 2, Ireland, and their services include Blockchain and Market Research.
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UndisclosedUndisclosedFreelancer
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Carly Stevenson - Digital Design is a branding company launched in 2018. The team offers Branding and Search Engine Optimization.
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UndisclosedUndisclosedFreelancerScottsdale, AZ
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Plain Language Matters is a small SEO services firm established in 2014. Their services include Search Engine Optimization and Pay Per Click.
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UndisclosedUndisclosedFreelancerCava de' Tirreni, Italy
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Founded in 2014, Alessandro Nicoli is a social media marketing agency. Their team provides Social Media Marketing and Search Engine Optimization.
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UndisclosedUndisclosedFreelancerSigna, Italy
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Strategy 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
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Leverage 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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UndisclosedUndisclosedFreelancerArlington, VA
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SEO 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
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Marisa Gonzales Studios, LLC., a branding company, is in Shawnee, Kansas. Their services include Branding and Market Research.
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UndisclosedUndisclosedFreelancerToronto, Canada
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Ca-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
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Deseret 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
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Voxlumedia 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
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Amble 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
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Sudden 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
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Lotus 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
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Geek 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
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Moon 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
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Wilder 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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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 -
$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+$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 -
$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+$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 -
$1,000+$50 - $99 / hr50 - 249Kyiv, Ukraine
Ability to deliver
32.1/40.016.4/20 Reviews7.5/10 Clients & Experience8.2/10 Market PresenceService focus
60% CRM Consulting and SI40% Other -
$25,000+$25 - $49 / hr1,000 - 9,999Orlando, FL
Ability to deliver
40/40.020/20 Reviews10/10 Clients & Experience10/10 Market PresenceService focus
10% CRM Consulting and SI90% Other -
$10,000+$150 - $199 / hr10 - 49Los Angeles, CA
Ability to deliver
31.9/40.016.2/20 Reviews9.6/10 Clients & Experience6.1/10 Market PresenceService focus
100% CRM Consulting and SI -
$25,000+$25 - $49 / hr1,000 - 9,999Decatur, 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+$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 -
$25,000+$25 - $49 / hr1,000 - 9,999Jersey City, NJ
Ability to deliver
39.4/40.019.6/20 Reviews10/10 Clients & Experience9.8/10 Market PresenceService focus
10% CRM Consulting and SI90% 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.