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
9,916 Companies
List of the Top CRM Companies
Sponsored
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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.
Reviews mention Innovative
Clients have consistently praised Cynoteck Technology Solutions Pvt. Ltd. for their innovative solutions and deep technical expertise. One client noted that Cynoteck's commitment to understanding specific needs and tailoring solutions led to a unique and highly satisfactory experience. Their ability to develop a fully functional online event management portal with unique features significantly transformed the client's event management process, showcasing their innovative approach to problem-solving.-
ERP Consulting & Web Dev for Health & Lifestyle Startup
5.0 Aug 7, 2024What impressed me most about Cynoteck was its deep technical expertise combined with a customer-centric approach. They consistently went above and beyond to understand our specific needs and tailor solutions accordingly. Their commitment to delivering high-quality work and innovative solutions set them apart, making the experience unique and highly satisfactory.
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Industry Experience
Cynoteck Technology Solutions Pvt. Ltd. has demonstrated expertise across various industries, including healthcare, real estate, manufacturing, sports, education, and consulting. Clients have praised their attention to detail, responsiveness, and ability to deliver high-quality solutions tailored to industry-specific needs. In healthcare, they excelled in building RPA tools; in real estate, they developed robust CRMs; and in education, they provided comprehensive online learning solutions. Overall, feedback highlights their strong project management and commitment to client satisfaction, making them a versatile partner for diverse projects.
Read All ReviewsSelect Industry to see insights
Consulting Real estate Healthcare Manufacturing Sports Legal Cannabis Food & Beverages IT Services Arts, entertainment & music Legal Software Advertising & marketing Education Nonprofit Information technology Utilities RetailWas 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.
Reviews mention Easy to work with
Set2Close is consistently recognized for being easy to work with, as highlighted by clients who praised their communicative and approachable nature. One client noted their team was 'fun to work with' and generated innovative ideas, while another emphasized their attentiveness to needs and seamless project management through regular meetings. Overall, the sentiment reflects a strong appreciation for Set2Close's collaborative approach, with multiple reviews indicating a high level of satisfaction and a desire to continue partnerships.-
CRM & Business Consulting for Construction Company
5.0 May 8, 2025The company offers an ease of use and the ability to use sidekick tool to assist in daily use and learning of HubSpot. The availability of the account manager to answer questions and assist with set up is impressive.
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Web Development, Design & CRM Setup for B2B Creative Prod Co
5.0 Jul 2, 2025Project management was great. Everyone was very communicative and easy to work with, and did fantastic work. They were a pleasure to work with and we look forward to continuing our partnership as we move forward with other projects.
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Sales & CRM Consulting & SI for Machine Tool Company
5.0 Sep 15, 2025Set 2 Close was very intentive to our needs and wants and developed the tracking stratagies based on those needs. Very easy to work with and always kept our needs in mind while directing us in a more natural flow of tracking. Our company was very impressed with the Set 2 Close. Great group of people to work with.
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HubSpot CRM Training & Consulting for Pharmacy
5.0 Mar 18, 2026Beyond their technical expertise, the team is fun to work with and constantly generates innovative RevOps ideas.
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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?
Average Project Cost Breakdown
Read All ReviewsWhat Clients Have Said
Set2Close has received positive feedback regarding its cost-effectiveness and value for money. Clients frequently noted that the pricing fit their budgets while providing high-quality services. For instance, one client mentioned saving $2,000 to $5,000 on initial setup costs due to Set2Close's free onboarding service. Many reviews highlight the exceptional support and personalized training received, which contributed to clients feeling confident and self-sufficient in using HubSpot, ultimately validating their investment in Set2Close's services.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?
Industry Experience
Peeklogic, LLC has received positive feedback across various industries, notably in financial services, medical, information technology, and construction. Clients commend their expertise in systems integration, particularly between Salesforce and Jira, as well as their ability to customize CRM solutions to enhance workflow efficiency. Overall, the sentiment reflects satisfaction with their responsiveness, project management, and technical proficiency, making them a strong fit for projects requiring Salesforce development and integration in these sectors.
Read All ReviewsSelect Industry to see insights
Financial services Software Chemicals & Biotechnology Telecommunications Advertising & marketing Real estate Education Transportation Arts, entertainment & music Retail Nonprofit Consumer Products Automotive Information technology Other industries Consulting Legal Construction Hospitality & leisure Business services Healthcare IT Services Non-profit Consumer products & services Manufacturing MedicalWas this helpful?
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$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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UndisclosedUndisclosedFreelancerScottsdale, AZ
Services provided
10% CRM Consulting and SI20% Pay Per Click20% Search Engine Optimization +5 services10% Branding10% Marketing Strategy10% Social Media Marketing10% Video Production10% Web DevelopmentPlain 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
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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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.
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Education Arts, entertainment & music Insurance Publishing Financial services Nonprofit IT Services Utilities Pharmaceuticals Consumer ProductsWas this helpful?
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UndisclosedUndisclosedFreelancerSigna, Italy
Services provided
10% CRM Consulting and SI15% Content Marketing15% Conversion Optimization +5 services15% Digital Strategy15% Email Marketing10% Pay Per Click10% Search Engine Optimization10% Social Media MarketingStrategy Plus srls is a Digital Strategy company. The company is located in Signa, Italy. Their team offers Digital Strategy and Content Marketing.
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UndisclosedUndisclosedFreelancerFort Lauderdale, FL
Services provided
10% CRM Consulting and SI15% Pay Per Click15% Search Engine Optimization +6 services10% Advertising10% Content Marketing10% Conversion Optimization10% Market Research10% Social Media Marketing10% UX/UI DesignLeverage Digital Marketing, a SEO services firm, provides Search Engine Optimization and Pay Per Click. The firm is located in Fort Lauderdale, Florida.
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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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UndisclosedUndisclosedFreelancer
Services provided
10% CRM Consulting and SI15% Advertising10% Business Consulting +7 services10% Direct Marketing10% Email Marketing10% Market Research10% Product Marketing10% SMS Marketing10% Sales Outsourcing5% Public RelationsGigi Connect World-wide is a cape town, South Africa-based Advertising company. They provide Advertising and CRM consulting and SI and were launched in 2026.
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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 -
$10,000+$50 - $99 / hr50 - 249
Ability to deliver
30.3/40.016.4/20 Reviews10/10 Clients & Experience3.9/10 Market PresenceService focus
75% CRM Consulting and SI25% 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+$100 - $149 / 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 -
$1,000+$50 - $99 / hr10 - 49Noida, India
Ability to deliver
29.5/40.017.2/20 Reviews8.8/10 Clients & Experience3.4/10 Market PresenceService focus
70% CRM Consulting and SI30% Other -
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 -
$25,000+< $25 / hr10 - 49Lahore, Pakistan
Ability to deliver
29.1/40.015.8/20 Reviews9.9/10 Clients & Experience3.4/10 Market PresenceService focus
90% CRM Consulting and SI10% 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 -
$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
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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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