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
9,308 Companies
List of the Top CRM Companies
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Featured
What are Featured Providers?
$10,000+$25 - $49 / hr50 - 249Dehradun, IndiaServices provided
50% CRM Consulting and SI10% AI Development10% ERP Consulting and SI +3 services10% Low/No Code Development10% Mobile App Development10% Web DevelopmentSee all 31 projectsCynoteck Technology Solutions Pvt. Ltd. is a CRM Consulting and Systems Integration company recognized for its strong work ethic and effective project management. The company successfully developed a robust CRM system for a real estate client, with 100% of feedback highlighting their responsiveness and eagerness to meet client needs.
Reviews mention Communicative
Cynoteck Technology Solutions Pvt. Ltd. receives consistently positive feedback regarding their communication. Clients commend their proactive approach, direct access to team members, and timely updates. For instance, one client highlighted the direct connections to the team, stating they take overall responsibility and maintain transparency throughout the project. Another client noted the effectiveness of communication tools like Slack and Zoom, which facilitated seamless interactions. Overall, the sentiment around communication is highly favorable, contributing to project success and client satisfaction.-
Web Portal Dev for IT Services Organization
5.0 Apr 30, 2022Direct connects to the team, members take overall responsibility and are very proactive in their communication.
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App Design & Dev for CRM Software Company
5.0 Jun 22, 2020Their team regularly complied with deadlines and always communicated delays well ahead of time. Clients have direct access to both project managers and the wider team behind them.
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Software Development for App Designer
5.0 Oct 1, 2019Project management is very effective while working on every phase of the projects. Communication is always prompt and clear. If any clarification is ever needed it is always made known so that the correct expectation is achieved. Clients have access to all members of the team if needed. This cuts down on miscommunication and gets the job done more effectively.
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Site Update & Maintenance for Global Art Community
5.0 Sep 16, 2020The project management is great. They communicate regularly and are very open about their process. They always meet their deadlines and we have had the same core team through all our years of working together. We communicate through: Trello, Video Chat, Github, and Chat.
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Internal Training Web Dev for Design & Marketing Studio
5.0 May 6, 2020Project management was smooth as usual, communication was done using skype to interface, and even though they are overseas, they are very accommodating on time consideration for the time differences and they are also very good with English and communication is far easier with Udit and his team than several other partners i have tried previously.
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1 of 1 CRM Consulting and SI reviews are 5 stars$200,000 – $999,999 avg. project costRead 1 ReviewCRM Consulting and SI PROJECT HIGHLIGHT
CRM Development for Coworking Space Company
5.0 — Cynoteck Technology Solutions Pvt. Ltd. has been hired to develop a CRM system for a coworking space company. The team handles the entire development process. Read moreWas this helpful?
Average Project Cost Breakdown
Read All ReviewsWhat Clients Have Said
Cynoteck Technology Solutions Pvt. Ltd. is frequently praised for its cost-effectiveness and value for money. Clients noted that the company's pricing fits within their budgets while delivering high-quality results. For example, one client emphasized that Cynoteck provided 'good value for cost' and another highlighted their 'excellent communication' and 'timely delivery' as key factors contributing to overall satisfaction. The sentiment is overwhelmingly positive, with many clients expressing a willingness to recommend Cynoteck based on their competitive pricing and reliable service.Was this helpful?
$3,000 Basic Package ideal for first-time CRM users. $8,000 Standard Package ideal for existing CRM users $15,000 Enhanced Package for CRM power-usersView PackagesCRM Implementation Packages
Basic Package: CRM Setup, Lead, Opportunity, Contact, Accounts, Activities, Dashboards ||| Standard Package: All features of Basic Package plus Territory Management, Product & Price Book, Lead Channels, Sales Cadence, Mobile App ||| Enhanced Package: All features of Standard Package plus Team Collaboration, Case Management, AutomationsWas this helpful?
$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 that specializes in HubSpot and WordPress integration, offering services such as website development, CMS management, and CRM integration. The reviews reflect overwhelmingly positive feedback, with approximately 85% highlighting their technical fluency and timely delivery. A significant 70% of reviewers commend their adaptability and communication, emphasizing their role as a dependable partner rather than just a vendor.
2 of 2 reviews are 5 stars$10,000 – $49,000 avg. project costRead 2 Recent ReviewsReviewed 2 times in the past 6 months
Computan has received positive feedback from clients in the last six months, highlighting their strong project management and technical expertise. One client praised their ability to integrate complex systems seamlessly with HubSpot, noting a reliable agency locator tool that achieved over 300 matches per week. Another client commended Computan's responsiveness and the noticeable improvements in website speed and user engagement. Overall, clients appreciate the company's commitment to partnership and effective communication, with minimal areas for improvement indicated.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?
More responsive than most other service providers
Get in TouchComputan is responsive
They are a great candidate to start a conversation with. Send them a short message or project inquiry.Was this helpful?
$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 103 projectsSet2Close specializes in CRM Consulting and Systems Integration, with a strong focus on HubSpot implementation and optimization. The company has received overwhelmingly positive feedback, with 100% of reviewers highlighting their expertise, and personalized approach. Clients frequently commend Set2Close for their organizational skills and ability to tailor solutions to specific business needs, making them highly recommended for CRM services.
9 of 9 reviews are 5 stars9 new reviews for CRM Consulting and SI servicesLess than $10,000 avg. project costRead 9 Recent ReviewsReviewed 9 times in the past 6 months
Set2Close has received overwhelmingly positive feedback in the last six months, with clients praising their expertise and personalized service. Notably, clients highlighted the seamless transition to automated processes and effective HubSpot training, with one client stating, "Jeremy's deep knowledge was instrumental..." Another remarked on the thoroughness of training, noting it "far exceeded my expectations." Overall, clients expressed satisfaction with Set2Close's organization, adaptability, and proactive communication, often describing their experiences as "amazing" and highly recommendable.Was this helpful?
Industry Experience
Set2Close has demonstrated strong capabilities across various industries, including advertising & marketing, information technology, education, healthcare, and manufacturing. Clients consistently praise their expertise in HubSpot CRM implementation, onboarding, and training. Positive feedback highlights their organized approach, responsiveness, and ability to tailor solutions to client needs. Overall, the sentiment is overwhelmingly positive, positioning Set2Close as a valuable partner for businesses seeking effective CRM solutions and automation strategies.
Read All ReviewsSelect Industry to see insights
Arts, entertainment & music Manufacturing Other industries Advertising & marketing Information technology Education Retail Non-profit Real estate Media Supply Chain, Logistics, and Transport Business services Medical Financial services Construction InsuranceWas 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?
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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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Featured
What are Featured Providers?
$1,000+$25 - $49 / hr50 - 249Austin, TXServices provided
70% CRM Consulting and SI10% AI Development10% API Development +1 service10% IT Staff AugmentationSee all 106 projectsPeeklogic, LLC is a CRM Consulting and SI company specializing in Salesforce development, CRM integration, and customer relationship management consulting. They consistently receive positive feedback, with 100% of reviewers impressed by their proactive communication, on-time delivery, and ability to handle complex projects, often exceeding expectations. Their expertise in CRM systems integration and alignment with client values are frequently highlighted.
Reviews mention Hard working
Peeklogic, LLC has received positive feedback for its hardworking nature, as evidenced by a client's comment highlighting their timely delivery and responsiveness to evolving project needs. The client noted that Peeklogic, LLC worked diligently to meet the project's objectives, demonstrating a commitment to finding multiple solutions to challenges. Overall, the sentiment reflects a strong appreciation for their dedication and effort throughout the project.-
Custom CRM System Design for Monitoring Company
5.0 May 13, 2024They delivered on time and worked hard to respond to our needs, meeting new needs as the project progressed.
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14 of 14 reviews are 5 stars10 new reviews for CRM Consulting and SI servicesLess than $10,000 avg. project costRead 14 Recent ReviewsReviewed 14 times in the past 6 months
Peeklogic, LLC has received consistently positive feedback in recent reviews, highlighting their effective project management and technical expertise. Clients praised their responsiveness, timely delivery, and ability to adapt to changing requirements. Specific instances include successful Salesforce migrations, custom workflow development, and integration projects, all resulting in measurable improvements such as increased conversion rates and enhanced operational efficiency. Overall, clients express high satisfaction with the quality of work and the collaborative nature of their partnerships with Peeklogic, LLC.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?
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$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.
Reviews mention Great project management
Clients consistently praised CloudMasonry for their exceptional project management skills. One client highlighted their ability to transform vague concepts into detailed plans while keeping the project on schedule, stating they 'helped us understand our needs.' Another client commended their clear communication and responsiveness, noting they 'delivered key project milestones on time.' Overall, the sentiment reflects strong satisfaction with CloudMasonry's professionalism and their commitment to delivering high-quality results.-
Communications Strategy for University
5.0 Nov 21, 2024The CloudMasonry team was fantastic to work with! They not only responded to our needs, they helped us understand our needs! They worked with us to develop this project from a vague concept to a detailed plan & implementation. They kept us on schedule and work flexible when we encountered delays.
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Salesforce Consulting for Cannabis Marketplace Platform
5.0 Feb 26, 2020They’re fantastic. I can’t say enough nice things about them. From a professional and creative perspective, Hunter stands out. He has over seven years of experience with Salesforce, and as someone with none, he was an amazing resource to me. We had a couple of in-person meetings, but mostly we communicated through email because that was our preference.
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Salesforce Consulting for Cannabis Marketplace Platform
5.0 Feb 26, 2020This is the first time I’ve been through this type of build-out, but I would say that their team is full of effective communicators. It’s a massive undertaking to build out a Salesforce system for businesses. Their team was also great at listening to our feedback and implementing it incredibly quickly.
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Salesforce Consulting for Cannabis Marketplace Platform
5.0 Feb 26, 2020The team at CloudMasonry is full of active workers. Each week, we met to test and discuss the feedback, and then within the next week, they made the changes.
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Email Marketing for Educational Institution
5.0 Dec 28, 2023Exceptional project management and communication. They were responsive and knowledgeable about use of Salesforce/Pardot technology to suit our needs.
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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?
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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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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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
36.9/40.017.8/20 Reviews10/10 Clients & Experience9.1/10 Market PresenceService focus
70% CRM Consulting and SI30% Other -
$1,000+$25 - $49 / hr50 - 249Austin, TX
Ability to deliver
36.5/40.017.8/20 Reviews10/10 Clients & Experience8.7/10 Market PresenceService focus
70% CRM Consulting and SI30% Other -
$1,000+$50 - $99 / hr50 - 249Wrocław, Poland
Ability to deliver
36.2/40.018/20 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 -
$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+$50 - $99 / hr50 - 249Dover, DE
Ability to deliver
33.3/40.020/20 Reviews5.7/10 Clients & Experience7.7/10 Market PresenceService focus
50% CRM Consulting and SI50% Other -
$1,000+$25 - $49 / hr10 - 49
Ability to deliver
33.2/40.017.2/20 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 -
$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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