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
9,856 Companies
List of the Top CRM Companies
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Featured
What are Featured Providers?
$5,000+$25 - $49 / hr50 - 249Dehradun, IndiaServices provided
50% CRM Consulting and SI15% AI Development15% ERP Consulting and SI +3 services10% Low/No Code Development5% Mobile App Development5% 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.
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?
More responsive than most other service providers
Get in TouchCynoteck Technology Solutions Pvt. Ltd. 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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$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?
$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.
6 of 6 reviews are 5 stars6 new reviews for CRM Consulting and SI servicesLess than $10,000 avg. project costRead 6 Recent ReviewsReviewed 6 times in the past 6 months
Set2Close has received overwhelmingly positive feedback over the past six months, with clients praising their expertise in HubSpot setup and training. One client highlighted how Set2Close transformed a manual email process into a streamlined automated sequence, significantly easing their workload. Another noted the team's organization and detail-oriented approach. Overall, clients expressed satisfaction with the knowledge and support provided, particularly from team members like Jeremy and Miles, emphasizing a commitment to client success and a seamless onboarding experience.Was this helpful?
78 of 83 CRM Consulting and SI reviews are 5 stars16 new reviews for CRM Consulting and SI in past 6 monthsLess than $10,000 avg. project costRead 83 ReviewsCRM Consulting and SI PROJECT HIGHLIGHT
HubSpot CRM Training & Consulting for Pharmacy
5.0 — Set2Close provided HubSpot CRM training for a pharmacy's sales representatives and helped the client align their HubSpot systems. The team also provided tools and reports that helped the client Read moreWas this helpful?
More responsive than most other service providers
Get in TouchSet2Close is very responsive
They are a great candidate to start a conversation with. Send them a short message or project inquiry.Was this helpful?
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$1,000+$25 - $49 / hr50 - 249Austin, TXServices provided
65% CRM Consulting and SI10% API Development10% IT Staff Augmentation +2 services10% Low/No Code Development5% AI DevelopmentSee all 107 projectsPeeklogic, LLC is a CRM Consultancy specializing in CRM Implementation, Integration, and Systems Integration, with a focus on Salesforce solutions. Their reviews reflect a high level of client satisfaction, with 100% of reviewers praising their project management, responsiveness, and tailored solutions. Clients consistently highlight Peeklogic’s ability to deliver on time and adapt to changing requirements, with several noting their deep expertise and clear communication as standout qualities.
10 of 10 reviews are 5 stars8 new reviews for CRM Consulting and SI servicesLess than $10,000 avg. project costRead 10 Recent ReviewsReviewed 10 times in the past 6 months
In recent reviews, clients have praised Peeklogic, LLC for their deep understanding of unique business needs and effective Salesforce implementations. One client noted a 25% increase in lead conversion due to optimized workflows, while another highlighted the successful migration of Salesforce data with minimal disruption. Overall, feedback reflects strong project management, timely delivery, and excellent communication, with clients expressing satisfaction and a willingness to engage with Peeklogic, LLC again for future projects.Was this helpful?
46 of 50 CRM Consulting and SI reviews are 5 stars9 new reviews for CRM Consulting and SI in past 6 monthsLess than $10,000 avg. project costRead 50 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?
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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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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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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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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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.
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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
35.5/40.020/20 Reviews10/10 Clients & Experience5.5/10 Market PresenceService focus
65% CRM Consulting and SI35% Other -
$5,000+$50 - $99 / hr50 - 249København, Denmark
Ability to deliver
32.6/40.017.8/20 Reviews10/10 Clients & Experience4.8/10 Market PresenceService focus
70% CRM Consulting and SI30% Other -
$1,000+$25 - $49 / hr50 - 249Austin, TX
Ability to deliver
32.4/40.017.8/20 Reviews10/10 Clients & Experience4.6/10 Market PresenceService focus
70% CRM Consulting and SI30% Other -
$5,000+$25 - $49 / hr250 - 999Phoenix, AZ
Ability to deliver
31.8/40.016.4/20 Reviews10/10 Clients & Experience5.4/10 Market PresenceService focus
35% CRM Consulting and SI65% Other -
$1,000+$50 - $99 / hr50 - 249Dover, DE
Ability to deliver
31.8/40.017.8/20 Reviews9.8/10 Clients & Experience4.2/10 Market PresenceService focus
60% CRM Consulting and SI40% Other -
$5,000+$200 - $300 / hr50 - 249Indianapolis, IN
Ability to deliver
31.6/40.017.4/20 Reviews10/10 Clients & Experience4.2/10 Market PresenceService focus
100% CRM Consulting and SI -
$5,000+$50 - $99 / hr10 - 49
Ability to deliver
31.4/40.018.8/20 Reviews9.2/10 Clients & Experience3.4/10 Market PresenceService focus
80% CRM Consulting and SI20% Other -
$5,000+< $25 / hr1,000 - 9,999Brooklyn, NY
Ability to deliver
34/40.020/20 Reviews10/10 Clients & Experience4/10 Market PresenceService focus
20% CRM Consulting and SI80% Other -
$1,000+$25 - $49 / hr10 - 49
Ability to deliver
31.2/40.017.2/20 Reviews10/10 Clients & Experience4/10 Market PresenceService focus
100% CRM Consulting and SI -
$25,000+$50 - $99 / hr50 - 249San Angelo, TX
Ability to deliver
30.7/40.016.6/20 Reviews10/10 Clients & Experience4.1/10 Market PresenceService focus
100% CRM Consulting and SI -
$5,000+$25 - $49 / hr50 - 249Dehradun, India
Ability to deliver
30.5/40.016.4/20 Reviews9.2/10 Clients & Experience5/10 Market PresenceService focus
50% CRM Consulting and SI50% Other -
$1,000+< $25 / hr50 - 249Indore, India
Ability to deliver
30.2/40.016.8/20 Reviews9.5/10 Clients & Experience3.9/10 Market PresenceService focus
50% CRM Consulting and SI50% Other -
$5,000+$50 - $99 / hr50 - 249London, England
Ability to deliver
30/40.016.2/20 Reviews9.7/10 Clients & Experience4.1/10 Market PresenceService focus
80% CRM Consulting and SI20% Other -
$1,000+$150 - $199 / hr50 - 249Atlanta, GA
Ability to deliver
29.9/40.016.2/20 Reviews9.6/10 Clients & Experience4.1/10 Market PresenceService focus
50% CRM Consulting and SI50% Other -
$50,000+$50 - $99 / hr250 - 999
Ability to deliver
29.9/40.016.2/20 Reviews10/10 Clients & Experience3.7/10 Market PresenceService focus
55% CRM Consulting and SI45% Other -
$1,000+$50 - $99 / hr50 - 249Dover, DE
Ability to deliver
29.9/40.020/20 Reviews5.7/10 Clients & Experience4.2/10 Market PresenceService focus
50% CRM Consulting and SI50% Other -
$10,000+$150 - $199 / hr10 - 49Los Angeles, CA
Ability to deliver
29.8/40.016.2/20 Reviews9.6/10 Clients & Experience4/10 Market PresenceService focus
100% CRM Consulting and SI -
$5,000+$150 - $199 / hr50 - 249St. Albert, Canada
Ability to deliver
29.7/40.016.2/20 Reviews9.3/10 Clients & Experience4.1/10 Market PresenceService focus
50% CRM Consulting and SI50% Other -
$5,000+$50 - $99 / hr250 - 999London, England
Ability to deliver
29.6/40.015.8/20 Reviews8.5/10 Clients & Experience5.3/10 Market PresenceService focus
60% CRM Consulting and SI40% Other -
$5,000+$100 - $149 / hr10 - 49Miami, FL
Ability to deliver
29.6/40.016.2/20 Reviews9.3/10 Clients & Experience4.1/10 Market PresenceService focus
100% CRM Consulting and SI -
UndisclosedUndisclosed50 - 249Calabasas, CA
Ability to deliver
29.3/40.016.4/20 Reviews6.5/10 Clients & Experience6.4/10 Market PresenceService focus
70% CRM Consulting and SI30% Other -
$1,000+$50 - $99 / hr10 - 49Noida, India
Ability to deliver
29.3/40.017/20 Reviews8.8/10 Clients & Experience3.4/10 Market PresenceService focus
70% CRM Consulting and SI30% Other -
$10,000+$150 - $199 / hr10 - 49Seattle, WA
Ability to deliver
29.1/40.016.4/20 Reviews9.1/10 Clients & Experience3.7/10 Market PresenceService focus
70% CRM Consulting and SI30% Other -
$5,000+$200 - $300 / hr10 - 49kamloops, Canada
Ability to deliver
33.4/40.020/20 Reviews9.6/10 Clients & Experience3.9/10 Market PresenceService focus
40% CRM Consulting and SI60% Other -
$1,000+$150 - $199 / hr10 - 49Chicago, IL
Ability to deliver
29/40.015.8/20 Reviews9.3/10 Clients & Experience3.9/10 Market PresenceService focus
80% CRM Consulting and SI20% Other -
$10,000+$100 - $149 / hr10 - 49Bengaluru, India
Ability to deliver
28.9/40.016.8/20 Reviews8.7/10 Clients & Experience3.4/10 Market PresenceService focus
65% CRM Consulting and SI35% Other -
$5,000+$25 - $49 / hr250 - 999
Ability to deliver
28.8/40.016.6/20 Reviews8.1/10 Clients & Experience4.1/10 Market PresenceService focus
60% CRM Consulting and SI40% Other -
$1,000+$50 - $99 / hr250 - 999Warszawa, Poland
Ability to deliver
30/40.016.2/20 Reviews9.7/10 Clients & Experience4.1/10 Market PresenceService focus
30% CRM Consulting and SI70% Other -
$1,000+$25 - $49 / hr50 - 249Kochi, India
Ability to deliver
28.7/40.015.8/20 Reviews8.6/10 Clients & Experience4.3/10 Market PresenceService focus
70% CRM Consulting and SI30% Other -
Undisclosed$150 - $199 / hr250 - 999St. Louis, MO
Ability to deliver
28.5/40.016.2/20 Reviews8.1/10 Clients & Experience4.3/10 Market PresenceService focus
60% CRM Consulting and SI40% 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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