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
9,064 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 47 projectsComputan is a web development company with expertise in WordPress, HubSpot, and Shopify platforms. Reviews indicate a high level of satisfaction, with 100% positive feedback. Key strengths include their ability to meet deadlines, professionalism, and adaptability to client needs, often going above and beyond expectations. Computan is frequently praised for its responsive communication and the ability to deliver projects efficiently and within budget.
2 of 2 reviews are 5 stars$10,000 – $49,000 avg. project costRead 2 Recent ReviewsReviewed 2 times in the past 6 months
Recent reviews of Computan highlight strong client satisfaction, particularly regarding their responsiveness and technical expertise. One client noted significant improvements in website speed and user engagement, while another praised Computan's ability to deliver a complex HubSpot integration on time and within budget. Clients appreciated the transparent communication and perceived partnership throughout projects. However, a suggestion for improvement included better coverage during team absences to maintain continuity in communication.Was this helpful?
Industry Experience
Computan has received positive feedback across various industries, including manufacturing, education, advertising & marketing, and business services. Clients appreciate their expertise in web development, maintenance, and custom solutions, often noting quick response times and strong communication. In manufacturing, they enhanced website speed and user engagement, while in education, they effectively integrated systems. Overall, Computan is regarded as a reliable partner, excelling particularly in sectors requiring tech support and digital transformations.
Read All ReviewsSelect Industry to see insights
Automotive Advertising & marketing Healthcare IT Services Education Beauty & Cosmetics Wellness & Fitness Logistics & Supply Chain Software Media Consulting Telecommunications Hospitality & leisure Nonprofit Information technology Research Other Industry Manufacturing Business servicesWas this helpful?
Average Project Cost Breakdown
Read All ReviewsWhat Clients Have Said
Computan is often praised for its competitive pricing and overall value for money. Clients have highlighted that their costs align well with budgets while delivering high-quality output. For instance, one client noted that Computan's services saved them significant labor costs, while another remarked on the exceptional quality of work relative to the cost, stating, 'I have not seen this level of quality for the cost in any agency I have worked with.' Overall, feedback indicates a strong sentiment that Computan provides excellent value for their services.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 Reasonable pricing
Clients consistently express satisfaction with Set 2 Close's reasonable pricing, noting it as a key factor in their selection. One client highlighted the good value for cost and appreciated the variety of service packages available, avoiding a one-size-fits-all approach. Another remarked on the pricing's alignment with their budget, emphasizing flexibility and responsiveness. Overall, the sentiment surrounding pricing is overwhelmingly positive, indicating that clients feel they receive quality services for a fair investment.-
CRM Consulting & SI for Manufacturing Co
5.0 Mar 3, 2025Reasonable price, very flexible with what they helped on. Their entire team went above and beyond to answer my questions - even those outside the original scope of work.
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CRM Consulting & SI for Transportation Co
5.0 Mar 24, 2025The pricing was unique, looking at it from a small business standpoint. Also, I never really knew of companies who offered such training and services. VERY UNIQUE..
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CRM Consulting for Design-Build Firm
5.0 Aug 19, 2025I appreciated that you offered a number of different packages, most of the time companies don't have a wide range and it feels like they are just squeezing money out of you. I felt like it was nice to have the option with minimal help but someone there to guide you through the process. I felt like, for the service given, it was well worth the money spent.
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15 of 15 reviews are 5 stars15 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 the past six months, Set2Close has garnered positive feedback for its organized and detail-oriented approach to CRM implementations, particularly with HubSpot. Clients praised team members like Jeremy and Miles for their expertise, patience, and ability to tailor solutions to specific needs. Notable outcomes included enhanced sales automation and improved team confidence in using HubSpot. Overall, clients expressed satisfaction with the company's responsiveness and support, with many indicating a strong willingness to continue collaboration.Was this helpful?
Industry Experience
Set2Close has demonstrated expertise across various industries, including advertising, healthcare, information technology, and education. Clients consistently praise their comprehensive HubSpot onboarding, CRM customization, and training, which have led to improved operational efficiency and enhanced marketing capabilities. Sentiment remains highly positive, particularly in healthcare and IT sectors, where their tailored solutions effectively drive business growth. Prospective clients in these industries can expect strong support and a proactive approach to achieving their project goals.
Read All ReviewsSelect Industry to see insights
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?
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 104 projectsPeeklogic, LLC is a CRM Consultancy specializing in CRM Implementation, CRM Integration, and Customer Relationship Management Consulting. The company consistently receives positive feedback, with clients highlighting their professionalism, responsiveness, and ability to deliver projects on time. Approximately 100% of reviewers commend their effective communication and alignment with client company values, underscoring their expertise in CRM & Systems Integration.
16 of 16 reviews are 5 stars12 new reviews for CRM Consulting and SI servicesLess than $10,000 avg. project costRead 16 Recent ReviewsReviewed 16 times in the past 6 months
In recent reviews, clients have consistently praised Peeklogic, LLC for their strong project management, effective communication, and high-quality deliverables. Notably, one client highlighted their ability to restore a project abandoned by a previous contractor, resulting in a stable integration that improved customer experience. Another emphasized the team's responsiveness and expertise in Salesforce, leading to enhanced operational efficiency. Overall, client sentiment is overwhelmingly positive, with no significant areas for improvement identified.Was this helpful?
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?
Industry Experience
Peeklogic, LLC has received positive feedback across various industries, including Information Technology, Financial Services, Medical, and Consumer Products. Clients commend their strong project management, responsiveness, and ability to deliver timely and effective Salesforce integrations and custom solutions. Their expertise in managing complex CRM environments and automating processes has notably improved operational efficiency and customer interactions. Overall, Peeklogic's strengths lie in their adaptability and collaborative approach, making them a suitable partner for clients in technology-driven sectors.
Read All ReviewsSelect Industry to see insights
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?
$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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UndisclosedUndisclosedFreelancerCava de' Tirreni, Italy
Services provided
10% CRM Consulting and SI10% E-Commerce Development10% IT Strategy Consulting +7 services10% Pay Per Click10% Sales Outsourcing10% Search Engine Optimization10% Social Media Marketing10% UX/UI Design10% Web Design10% Web DevelopmentFounded 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
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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Featured
What are Featured Providers?
$5,000+$200 - $300 / hr50 - 249Indianapolis, INServices 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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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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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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Ability to Deliver considers three criteria:
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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
36.1/40.016.6/20 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
35.7/40.017/20 Reviews10/10 Clients & Experience8.7/10 Market PresenceService focus
70% CRM Consulting and SI30% Other -
$5,000+$200 - $300 / hr50 - 249Indianapolis, IN
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 -
$1,000+$25 - $49 / hr50 - 249Thorold, Canada
Ability to deliver
36.3/40.016.8/20 Reviews10/10 Clients & Experience9.5/10 Market PresenceService focus
40% CRM Consulting and SI60% 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 -
$50,000+Undisclosed1,000 - 9,999Warszawa, Poland
Ability to deliver
35.1/40.016.2/20 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 -
$5,000+$50 - $99 / hr10 - 49
Ability to deliver
31.5/40.018.4/20 Reviews9.2/10 Clients & Experience4/10 Market PresenceService focus
80% CRM Consulting and SI20% 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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