Top CRM Consultants
Customer Relationship Management (CRM) consulting helps businesses select, implement, integrate, and optimize the CRM platform that runs their sales, marketing, and customer service operations. A CRM consultant audits your workflows, migrates and cleans customer data, customizes and configures the system, connects it to tools like ERP and marketing automation, and trains your team so the platform actually gets adopted.
Most CRM consultants specialize by platform. On Clutch you can compare verified Salesforce consultants, HubSpot partners, and Microsoft Dynamics consultants along with firms supporting Zoho, NetSuite, Oracle, and other systems, so you can shortlist partners certified in the platform you already run or plan to adopt.
Engagements here typically start at a $1,000 minimum project size, with hourly rates running from under $25 to $300+ depending on platform complexity and seniority; entry-level configuration work commonly falls in the $25–$49/hr band. Every firm listed is verified through Clutch's review process, which confirms business registration, legal history, and client feedback, so you can compare on evidence rather than marketing.
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Featured
What are Featured Providers?
$1,000+$25 - $49 / hr50 - 249Thorold, CanadaServices provided
See all 45 projectsComputan is a web development and digital marketing company offering services in website management, CRM integration, and CMS development. Reviews indicate that approximately 85% of clients appreciate their adaptability, timely communication, and ability to meet project requirements effectively. Clients also commend Computan for understanding their business needs and providing quality solutions within budget, although a few mentioned room for improvement in project delivery timelines and proactive communication.
$5,000+$200 - $300 / hr10 - 49kamloops, CanadaServices provided
See all 98 projectsSet2Close is a CRM Consultancy specializing in CRM Implementation and CRM Systems Integration, particularly with HubSpot. The reviews highlight exceptional onboarding experiences, personalized guidance, and effective project management, with 100% of clients expressing satisfaction with their tailored solutions and ongoing support. Notably, 43% of reviewers praised their expertise in aligning CRM systems with specific business needs.
$1,000+$25 - $49 / hr50 - 249Austin, TXServices provided
See all 103 projectsPeeklogic, LLC is a CRM Consulting and Systems Integration company specializing in Salesforce development, CRM implementation, and integration services. The company has consistently received positive feedback, with 100% of reviews highlighting their responsiveness and expertise in Salesforce solutions. Clients commend Peeklogic, LLC for delivering projects on time and within budget while maintaining excellent communication and flexibility.
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$25,000+$50 - $99 / hr250 - 999Miramar, FL
Services provided
See all 1 projectsFolder IT specializes in backend development, smart contract creation, web application development, and cloud infrastructure deployment, particularly within blockchain and decentralized governance solutions. The reviews consistently highlight Folder IT's technical expertise, effective project management, and client-centric approach, noting their timely delivery, proactive communication, and flexibility in meeting project requirements. Overall, clients have expressed high satisfaction with Folder IT’s performance and outcomes.
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$5,000+$200 - $300 / hr10 - 49Boston, MA
Services provided
NeuraFlash, a CRM consulting and SI company, is located in Boston, Massachusetts. They provide CRM consulting and SI and UX/UI Design and were launched in 2016.
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Featured
What are Featured Providers?
$5,000+$200 - $300 / hr50 - 249Chicago, ILServices provided
See all 15 projectsCloudMasonry is a CRM Consultancy specializing in CRM Implementation and CRM Systems Integration. Reviewers overwhelmingly highlight their expertise and professionalism, with 100% satisfaction, noting their ability to deliver projects on time and within budget. Approximately 80% of reviewers commend their proactive approach and strong communication skills, emphasizing the value they provide in CRM Consulting and SI services.
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$1,000+$25 - $49 / hr50 - 249Milford, DE
Services provided
Established in 2011, Arissa International Private Limited is a CRM consulting and SI company. The midsize team focuses on CRM consulting and SI and Social Media Marketing.
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$5,000+$25 - $49 / hr10 - 49Noida, India
Services provided
SaaSnic Technologies is a cloud consulting & SI and CRM consulting and SI company. In Noida, India and Noida, India, the firm provides cloud consulting & SI and CRM consulting and SI.
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UndisclosedUndisclosed10 - 49Prague, Czech Republic
Services provided
Fansfactory is a CRM consulting and SI company. They focus on CRM consulting and SI and cloud consulting & SI and were established in 2014. The firm is based in Prague, Czech Republic.
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UndisclosedUndisclosed10 - 49Richmond, KY
Services provided
Nawlabs is a CRM consulting and SI company. The Richmond, Kentucky-based agency was established in 2020. Their team offers CRM consulting and SI.
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$10,000+$25 - $49 / hr50 - 249New Delhi, India
Services provided
Zoxima Solutions Pvt Ltd, a CRM consulting and SI company, was launched in 2018. The midsize team specializes in CRM consulting and SI and IT staff augmentation.
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$5,000+$150 - $199 / hr2 - 9Southington, CT
Services provided
P2 Automation, LLC, a CRM consulting and SI company, is headquartered in Southington, Connecticut. Established in 2011, the team specializes in CRM consulting and SI and Custom Software Development.
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UndisclosedUndisclosed50 - 249Dublin, Ireland
Services provided
Established in 2015, Pexlify, a Merkle Company is a CRM consulting and SI company. The company specializes in CRM consulting and SI, and is midsize.
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Undisclosed$50 - $99 / hr250 - 999Ahmedabad, India
Services provided
Hi-Tech ITO, a midsize CRM consulting and SI company, is located in Ahmedabad, India and Santa Clara, California. Their services include CRM consulting and SI and ERP consulting and SI.
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$10,000+$150 - $199 / hr10 - 49Baltimore, MD
Services provided
Response Labs Inc. Is a CRM consulting and SI company. Launched in 2014, their team focuses on CRM consulting and SI and Digital Strategy.
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$10,000+$150 - $199 / hr10 - 49Richmond, VA
Services provided
See all 2 projectsWayPath Consulting is a CRM Consulting and Systems Integration company recognized for its exceptional customer service and responsiveness. In the reviews, 100% of clients commend their swift problem-solving abilities, notably handling a CRM data export under challenging circumstances. Clients appreciate their outstanding service and dedication, with no areas for improvement mentioned.
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$1,000+$300+ / hr2 - 9Isle of Palms, SC
Services provided
Established in 2022, FieldBin is a CRM consulting and SI company. Headquartered in Isle of Palms, South Carolina, the team specializes in CRM consulting and SI.
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$5,000+Undisclosed50 - 249
Services provided
OneMetric is a CRM consulting and SI company based in Gurugram, India. Launched in 2019, the team offers CRM consulting and SI and Web Design.
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$5,000+$200 - $300 / hr50 - 249Maitland, FL
Services provided
CRM consulting and SI company VALiNTRY was established in 2013. The agency offers CRM consulting and SI and IT staff augmentation, and is midsize.
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$10,000+$100 - $149 / hr50 - 249Montréal, Canada
Services provided
Solutions Metrix is a CRM consulting and SI company. Their team is located in Montréal, Canada. The firm focuses on CRM consulting and SI.
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UndisclosedUndisclosed50 - 249Cairo, Egypt
Services provided
EBSEG is a CRM consulting and SI company in Cairo, Egypt and Toronto, Canada. Their services include CRM consulting and SI and Finance & Accounting Outsourcing (FAO).
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Undisclosed$150 - $199 / hr1,000 - 9,999Bengaluru, India
Services provided
See all 1 projectsMindtree provides a range of IT services, including digital transformation, application development, and data analytics. The reviews highlight the company's technical expertise, responsiveness, and ability to deliver solutions that meet clients' needs. Overall, clients express satisfaction with Mindtree's professional approach and the quality of their deliverables.
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Undisclosed$100 - $149 / hr1,000 - 9,999Reston, VA
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Launched in 1973, MAXIMUS is a large ERP consulting and SI company. Their services include ERP consulting and SI and CRM consulting and SI.
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Undisclosed$200 - $300 / hr1,000 - 9,999Teaneck, NJ
Services provided
Cognizant Services is a Teaneck, New Jersey-based CRM consulting and SI and ERP consulting and SI company. The team offers CRM consulting and SI and ERP consulting and SI.
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Undisclosed$150 - $199 / hr250 - 999Waltham, MA
Services provided
Founded in 1999, Brainshark is a CRM consulting and SI company. The company offers CRM consulting and SI and ERP consulting and SI, and is midsize.
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Undisclosed$150 - $199 / hr1,000 - 9,999Redwood City, CA
Services provided
Informatica is a CRM consulting and SI company based in Redwood City, California and Austin, Texas. They focus on CRM consulting and SI and ERP consulting and SI.
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Undisclosed$150 - $199 / hr1,000 - 9,999Atlanta, GA
Services provided
Manhattan Associates, a CRM consulting and SI company, was founded in 1990. The agency focuses on CRM consulting and SI and ERP consulting and SI.
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$10,000+$50 - $99 / hr1,000 - 9,999San Francisco, CA
Services provided
AKQA is a CRM consulting and SI company. In San Francisco, California and London, England, the firm was founded in 1994. Their team provides CRM consulting and SI and E-Commerce Development.
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UndisclosedUndisclosed50 - 249Santa Barbara, CA
Services provided
Ontraport is a CRM consulting and SI company. The Santa Barbara, California-based company was launched in 2008. Their team provides CRM consulting and SI and Email Marketing.
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UndisclosedUndisclosed50 - 249
Services provided
Launched in 2004, Vtiger CRM is a CRM consulting and SI company. The company offers CRM consulting and SI.
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$1,000+< $25 / hr10 - 49Augusta, GA
Services provided
QuickBooks Bill.com Integration Services is a CRM consulting and SI company. They were launched in 2009, and their services include CRM consulting and SI.
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$1,000+$100 - $149 / hr2 - 9Central Milton Keynes, England
Services provided
PragmatiQ Solutions is a CRM consulting and SI company. The small Central Milton Keynes, England-based team focuses on CRM consulting and SI. The firm was launched in 2017.
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$1,000+Undisclosed50 - 249Las Vegas, NV
Services provided
Meetbrandwide is a CRM consulting and SI company headquartered in Las Vegas, Nevada. Established in 2018, the team focuses on CRM consulting and SI.
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$100,000+$50 - $99 / hr10 - 49Atlanta, GA
Services provided
Bolt Today is a small CRM consulting and SI company. They specialize in CRM consulting and SI and BI & big data consulting & SI and were launched in 2015.
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UndisclosedUndisclosed10 - 49Seattle, WA
Services provided
Pipeline CRM is a CRM consulting and SI company. The agency is in Seattle, Washington. Their team offers CRM consulting and SI and Sales Outsourcing.
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$10,000+Undisclosed250 - 999
Services provided
Folio3 CRM is a CRM consulting and SI company. They focus on CRM consulting and SI and cloud consulting & SI and were launched in 2005.
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$1,000+$25 - $49 / hr2 - 9Greater Noida , India
Services provided
Four Steps Digital Consulting Pvt Ltd is a CRM consulting and SI company. The Greater Noida , India-based firm was founded in 2020. Their services include CRM consulting and SI and Web Design.
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$1,000+$25 - $49 / hr10 - 49
Services provided
See all 1 projectsElite Websters is a web development company noted for its budget-friendly pricing and excellent project management. The reviews highlight their ability to deliver projects on time and their responsiveness to client needs, with 100% of reviewers expressing satisfaction with their services and no areas identified for improvement.
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$1,000+$25 - $49 / hr10 - 49Toronto, Canada
Services provided
Codefys is a CRM consulting and SI company. The Toronto, Canada-based agency was launched in 2021. Their services include CRM consulting and SI and Low/No Code Development.
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Undisclosed$150 - $199 / hr250 - 999Burlington, MA
Services provided
Established in 2008, Trillium Software is a midsize CRM consulting and SI company. Their services include CRM consulting and SI and ERP consulting and SI.
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UndisclosedUndisclosed50 - 249
Services provided
TerraSky co., Ltd., a midsize CRM consulting and SI company, is in Yaesu, Japan. The team provides CRM consulting and SI and ERP consulting and SI.
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Undisclosed$150 - $199 / hr10 - 49Memphis, TN
Services provided
Cloud for Good is a CRM consulting and SI company. Headquartered in Memphis, Tennessee, the firm was founded in 2010. Their team focuses on CRM consulting and SI and cloud consulting & SI.
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$5,000+$100 - $149 / hr10 - 49Fountain Hills, AZ
Services provided
Wise Agent, a CRM consulting and SI company, was founded in 2001. The company specializes in CRM consulting and SI, and is small.
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UndisclosedUndisclosed250 - 999Navi Mumbai, India
Services provided
Founded in 1997, Greytrix Pvt LTD is a CRM consulting and SI company. Their services include CRM consulting and SI and Business Consulting.
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$25,000+$50 - $99 / hr1,000 - 9,999Bangkok, Thailand
Services provided
Launched in 2009, Beryl 8 Plus Public Company Limited is a large Bangkok, Thailand-based CRM consulting and SI company. Their team specializes in CRM consulting and SI and Digital Strategy.
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$5,000+$25 - $49 / hr1,000 - 9,999Bengaluru, India
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See all 1 projectsIFORTIS WORDWIDE has emerged as a global leader in the tech industry, renowned for its innovative solutions and deep commitment to sustainability. Originally a provider of bespoke software, the
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Undisclosed$150 - $199 / hr10 - 49
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Founded in 2004, OUT OF THE BOX Consulting is a small CRM consulting and SI company headquartered in Sunnyvale, California. Their team offers CRM consulting and SI and Custom Software Development.
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$5,000+$100 - $149 / hr2 - 9Broadview Heights, OH
Services provided
Based in Broadview Heights, Ohio, Silo Connectors, LLC is a CRM consulting and SI company. The team focuses on CRM consulting and SI.
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$100,000+< $25 / hr50 - 249Slough, England
Services provided
See all 2 projectsIntagleo Systems is a software development company renowned for its expertise in web and mobile app development as well as industrial IoT solutions. Across the reviews, 100% of clients commend their timely delivery and effective communication. Notably, 50% of reviewers emphasize the company's culture fit and eagerness to meet client needs, highlighting their strong project management skills and dedication to delivering quality.
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UndisclosedUndisclosed1,000 - 9,999Alpharetta, GA
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Established in 1992, Alithya Microsoft Practice is a CRM consulting and SI and ERP consulting and SI company. The agency provides CRM consulting and SI and ERP consulting and SI, and is large.
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Undisclosed$150 - $199 / hr250 - 999Tampa, FL
Services provided
Tribridge is a midsize CRM consulting and SI company established in 1998. Their team provides CRM consulting and SI and ERP consulting and SI.
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UndisclosedUndisclosed50 - 249North Harbour, New Zealand
Services provided
Flintfox International is a CRM consulting and SI and ERP consulting and SI company. The North Harbour, New Zealand-based team provides CRM consulting and SI and ERP consulting and SI.
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$5,000+$150 - $199 / hr50 - 249Plattsburgh, NY
Services provided
SBS Group, a CRM consulting and SI company, was launched in 1986. The midsize team focuses on CRM consulting and SI and ERP consulting and SI.
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Undisclosed$150 - $199 / hr250 - 999Palo Alto, CA
Services provided
Frank, Rimerman + Co. Is a Palo Alto, California-based CRM consulting and SI company. They focus on CRM consulting and SI and ERP consulting and SI.
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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
37.7/40.018.6/20 Reviews10/10 Clients & Experience9.1/10 Market PresenceService focus
70% CRM Consulting and SI30% Other -
$10,000+$50 - $99 / hr50 - 249L'viv, Ukraine
Ability to deliver
36.7/40.017.2/20 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
36.1/40.017.4/20 Reviews10/10 Clients & Experience8.7/10 Market PresenceService focus
70% CRM Consulting and SI30% Other -
$5,000+$200 - $300 / hr50 - 249Chicago, IL
Ability to deliver
35.3/40.017.4/20 Reviews10/10 Clients & Experience7.9/10 Market PresenceService focus
100% CRM Consulting and SI -
$5,000+$25 - $49 / hr50 - 249London, England
Ability to deliver
34.4/40.016.2/20 Reviews9.5/10 Clients & Experience8.8/10 Market PresenceService focus
80% CRM Consulting and SI20% Other -
$5,000+$25 - $49 / hr250 - 999Phoenix, AZ
Ability to deliver
34.3/40.016.4/20 Reviews10/10 Clients & Experience7.9/10 Market PresenceService focus
35% CRM Consulting and SI65% Other -
$1,000+$25 - $49 / hr10 - 49
Ability to deliver
33.8/40.017.8/20 Reviews10/10 Clients & Experience6/10 Market PresenceService focus
100% CRM Consulting and SI -
$10,000+$150 - $199 / hr10 - 49Seattle, WA
Ability to deliver
33.8/40.016.6/20 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 -
$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 -
$50,000+Undisclosed1,000 - 9,999Warszawa, Poland
Ability to deliver
35.3/40.016.4/20 Reviews10/10 Clients & Experience8.9/10 Market PresenceService focus
20% CRM Consulting and SI80% Other -
$5,000+$100 - $149 / hr10 - 49Miami, FL
Ability to deliver
32.6/40.016.4/20 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 -
$10,000+$100 - $149 / hr10 - 49Bengaluru, India
Ability to deliver
32.2/40.017.2/20 Reviews8.7/10 Clients & Experience6.3/10 Market PresenceService focus
65% CRM Consulting and SI35% Other -
$1,000+$50 - $99 / hr50 - 249Kyiv, Ukraine
Ability to deliver
32.1/40.016.4/20 Reviews7.5/10 Clients & Experience8.2/10 Market PresenceService focus
60% CRM Consulting and SI40% Other -
$25,000+$25 - $49 / hr1,000 - 9,999Orlando, FL
Ability to deliver
40/40.020/20 Reviews10/10 Clients & Experience10/10 Market PresenceService focus
10% CRM Consulting and SI90% Other -
$10,000+$150 - $199 / hr10 - 49Los Angeles, CA
Ability to deliver
31.9/40.016.2/20 Reviews9.6/10 Clients & Experience6.1/10 Market PresenceService focus
100% CRM Consulting and SI -
$25,000+$25 - $49 / hr1,000 - 9,999Jersey City, NJ
Ability to deliver
39.8/40.020/20 Reviews10/10 Clients & Experience9.8/10 Market PresenceService focus
10% CRM Consulting and SI90% Other -
$1,000+$25 - $49 / hr50 - 249Thorold, Canada
Ability to deliver
34.5/40.015.8/20 Reviews10/10 Clients & Experience8.7/10 Market PresenceService focus
40% CRM Consulting and SI60% 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 -
UndisclosedUndisclosed50 - 249Milwaukee, WI
Ability to deliver
31.8/40.014.6/20 Reviews7.6/10 Clients & Experience9.6/10 Market PresenceService focus
100% CRM Consulting and SI -
$1,000+$50 - $99 / hr250 - 999Warszawa, Poland
Ability to deliver
32.8/40.016.6/20 Reviews9.7/10 Clients & Experience6.5/10 Market PresenceService focus
30% CRM Consulting and SI70% Other -
$5,000+$50 - $99 / hr250 - 999London, England
Ability to deliver
31.5/40.016.2/20 Reviews8.5/10 Clients & Experience6.7/10 Market PresenceService focus
60% CRM Consulting and SI40% Other
Latest CRM Articles
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CRM Consultants FAQs
Many CRM consultants offer ample expertise in the field, but how do you select the best fit for your project? First, it's important to cultivate an understanding of the industry in order to set expectations. We've compiled some simple FAQs to help you do just that.
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.