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 versatile web development company offering comprehensive services, including WordPress and HubSpot development, CMS integration, and digital marketing support. Overall, 100% of reviews highlight their technical expertise and reliability, with approximately 85% praising their timeliness and communication. Clients appreciate Computan's adaptability and value for cost, though some suggest minor improvements in project delivery visibility and proactive communication.
$5,000+$200 - $300 / hr10 - 49kamloops, CanadaServices provided
See all 102 projectsSet2Close is a CRM Consultancy specializing in CRM Implementation, Integration, and Customer Relationship Management Consulting. They receive consistently positive feedback, with 100% of reviews highlighting their expertise in HubSpot, exceptional project management, and personalized support. Clients particularly appreciate their organized approach and ability to tailor solutions to specific business needs, as noted in 80% of the reviews.
$1,000+$25 - $49 / hr50 - 249Austin, TXServices provided
See all 103 projectsPeeklogic, LLC specializes in CRM Consultancy, CRM Implementation, and CRM Integration, with a focus on Salesforce solutions. Based on client reviews, 100% of the feedback is positive, highlighting their professionalism, timely delivery, and strong communication skills. Clients frequently mention Peeklogic's ability to rescue and enhance complex projects, demonstrating their expertise in Customer Relationship Management Integration.
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UndisclosedUndisclosed250 - 999George Town, Cayman Islands
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See all 1 projectsNetclues is a web development company known for its comprehensive digital solutions tailored to client needs. With a focus on technical expertise and industry understanding, they deliver projects on time and to specification. The reviews highlight 100% positive feedback, particularly praising their project management, responsiveness, and innovative solutions that align perfectly with client objectives.
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Undisclosed$150 - $199 / hr2 - 9Amsterdam, Netherlands
Services provided
CRM consulting and SI company Revenue Wizards is located in Amsterdam, Netherlands. Founded in 2022, the team focuses on CRM consulting and SI and Generative AI.
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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, 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.
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$10,000+$50 - $99 / hr50 - 249Greenwood Village, CO
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Tejas Software, Inc. Is a midsize Greenwood Village, Colorado-based cloud consulting & SI and CRM consulting and SI company. The team provides cloud consulting & SI and CRM consulting and SI.
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UndisclosedUndisclosed10 - 49
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See all 1 projectsMetier (Thailand) is a Digital Marketing and Technology Agency based in Bangkok, empowering businesses with Creative Strategy, Technical Excellence, and Digital Transformation Consulting. We blend
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$5,000+$25 - $49 / hr10 - 49Cluj-Napoca, Romania
Services provided
See all 3 projectsAmbo Software is a software development company specializing in creating and enhancing web-based applications, GUIs, and cross-platform mobile apps, utilizing technologies such as Java, JavaScript, and React.js. Across their reviews, clients highlight their professionalism, reliability, and strong alignment of company values, with 100% of reviewers expressing satisfaction with their services and no areas for improvement noted.
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$25,000+$50 - $99 / hr250 - 999Miramar, FL
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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
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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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$1,000+$25 - $49 / hr50 - 249Milford, DE
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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
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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
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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
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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
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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
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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
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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
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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
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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
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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
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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
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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
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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
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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
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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
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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
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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
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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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$5,000+Undisclosed10 - 49Adelaide, Australia
Services provided
Enrite Solutions is a CRM consulting and SI company. Based in Adelaide, Australia, the agency focuses on CRM consulting and SI and IT strategy consulting.
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$1,000+$100 - $149 / hr2 - 9Central Milton Keynes, England
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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
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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
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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
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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
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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
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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
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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
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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
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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
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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
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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
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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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List of the Top 15 CRM Companies
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$1,000+$25 - $49 / hr50 - 249Austin, TX
Ability to deliver
40/40.020/20 Reviews10/10 Clients & Experience10/10 Market PresenceService focus
70% CRM Consulting and SI30% Other -
$5,000+$50 - $99 / hr50 - 249København, Denmark
Ability to deliver
37.1/40.018/20 Reviews10/10 Clients & Experience9.1/10 Market PresenceService focus
70% CRM Consulting and SI30% Other -
$1,000+$50 - $99 / hr50 - 249Wrocław, Poland
Ability to deliver
36.6/40.018.4/20 Reviews9.8/10 Clients & Experience8.4/10 Market PresenceService focus
60% CRM Consulting and SI40% Other -
$10,000+$50 - $99 / hr50 - 249L'viv, Ukraine
Ability to deliver
36.3/40.016.8/20 Reviews10/10 Clients & Experience9.5/10 Market PresenceService focus
60% CRM Consulting and SI40% Other -
$1,000+$25 - $49 / hr50 - 249Austin, TX
Ability to deliver
35.9/40.017.2/20 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
35.5/40.017.4/20 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 -
$10,000+$150 - $199 / hr10 - 49Seattle, WA
Ability to deliver
33.6/40.016.4/20 Reviews9.1/10 Clients & Experience8.1/10 Market PresenceService focus
70% CRM Consulting and SI30% Other -
$1,000+$150 - $199 / hr50 - 249Atlanta, GA
Ability to deliver
33.6/40.016.2/20 Reviews9.6/10 Clients & Experience7.7/10 Market PresenceService focus
50% CRM Consulting and SI50% Other -
$1,000+$25 - $49 / hr10 - 49
Ability to deliver
33.4/40.017.4/20 Reviews10/10 Clients & Experience6/10 Market PresenceService focus
100% CRM Consulting and SI -
$5,000+$200 - $300 / hr10 - 49kamloops, Canada
Ability to deliver
37.4/40.020/20 Reviews9.6/10 Clients & Experience7.8/10 Market PresenceService focus
40% CRM Consulting and SI60% Other -
$50,000+$150 - $199 / hr1,000 - 9,999New York, NY
Ability to deliver
32.9/40.016.2/20 Reviews6.8/10 Clients & Experience9.9/10 Market PresenceService focus
30% CRM Consulting and SI70% Other -
$5,000+$50 - $99 / hr50 - 249Hanoi, Vietnam
Ability to deliver
35.5/40.016.8/20 Reviews9.8/10 Clients & Experience8.9/10 Market PresenceService focus
40% CRM Consulting and SI60% Other -
$1,000+$150 - $199 / hr10 - 49Chicago, IL
Ability to deliver
32.8/40.015.8/20 Reviews9.3/10 Clients & Experience7.7/10 Market PresenceService focus
80% CRM Consulting and SI20% Other -
$1,000+$50 - $99 / hr50 - 249Kyiv, Ukraine
Ability to deliver
32.7/40.017/20 Reviews7.5/10 Clients & Experience8.2/10 Market PresenceService focus
60% CRM Consulting and SI40% Other -
$1,000+$25 - $49 / hr50 - 249Thorold, Canada
Ability to deliver
35.3/40.015.8/20 Reviews10/10 Clients & Experience9.5/10 Market PresenceService focus
40% CRM Consulting and SI60% 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
32.4/40.016.2/20 Reviews9.3/10 Clients & Experience6.9/10 Market PresenceService focus
100% CRM Consulting and SI -
$50,000+$50 - $99 / hr250 - 999
Ability to deliver
32.3/40.016.2/20 Reviews10/10 Clients & Experience6.1/10 Market PresenceService focus
55% CRM Consulting and SI45% Other -
$5,000+$150 - $199 / hr50 - 249St. Albert, Canada
Ability to deliver
32.2/40.016.2/20 Reviews9.3/10 Clients & Experience6.7/10 Market PresenceService focus
50% CRM Consulting and SI50% Other -
$1,000+< $25 / hr50 - 249Indore, India
Ability to deliver
32.2/40.016.8/20 Reviews9.5/10 Clients & Experience5.9/10 Market PresenceService focus
50% CRM Consulting and SI50% Other -
$25,000+$25 - $49 / hr1,000 - 9,999Orlando, FL
Ability to deliver
39.9/40.020/20 Reviews10/10 Clients & Experience9.9/10 Market PresenceService focus
10% CRM Consulting and SI90% Other -
$10,000+$150 - $199 / hr10 - 49Los Angeles, CA
Ability to deliver
31.9/40.016.2/20 Reviews9.6/10 Clients & Experience6.1/10 Market PresenceService focus
100% CRM Consulting and SI -
$25,000+$25 - $49 / hr1,000 - 9,999Decatur, GA
Ability to deliver
37.2/40.017.4/20 Reviews10/10 Clients & Experience9.8/10 Market PresenceService focus
15% CRM Consulting and SI85% Other -
$5,000+$25 - $49 / hr250 - 999
Ability to deliver
31.8/40.016.6/20 Reviews8.1/10 Clients & Experience7.1/10 Market PresenceService focus
60% CRM Consulting and SI40% Other -
$25,000+$50 - $99 / hr50 - 249New York, NY
Ability to deliver
31.8/40.015.6/20 Reviews7.7/10 Clients & Experience8.5/10 Market PresenceService focus
60% CRM Consulting and SI40% Other -
$10,000+$100 - $149 / hr10 - 49Bengaluru, India
Ability to deliver
31.8/40.016.8/20 Reviews8.7/10 Clients & Experience6.3/10 Market PresenceService focus
65% CRM Consulting and SI35% Other -
UndisclosedUndisclosed50 - 249Milwaukee, WI
Ability to deliver
31.8/40.014.6/20 Reviews7.6/10 Clients & Experience9.6/10 Market PresenceService focus
100% CRM Consulting and SI -
$1,000+$100 - $149 / hr10 - 49Flower Mound, TX
Ability to deliver
31.4/40.016.2/20 Reviews8.5/10 Clients & Experience6.7/10 Market PresenceService focus
90% CRM Consulting and SI10% 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.
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.