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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UndisclosedUndisclosed50 - 249Montvale, NJ
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Gotham Technology Group is a midsize Montvale, New Jersey-based CRM consulting and SI company. Their services include CRM consulting and SI and Cybersecurity.
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UndisclosedUndisclosed50 - 249Jersey City, NJ
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GRM Information Management Services is a CRM consulting and SI company. The Jersey City, New Jersey-based firm provides CRM consulting and SI and cloud consulting & SI.
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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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UndisclosedUndisclosed10 - 49
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Millennium Consultants is a CRM consulting and SI company. In Princeton, New Jersey, their team specializes in CRM consulting and SI.
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UndisclosedUndisclosed10 - 49Upper Saddle River, NJ
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CRM consulting and SI company TechLink, Inc. Provides CRM consulting and SI. They are located in Upper Saddle River, New Jersey.
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UndisclosedUndisclosed10 - 49Wabasso, FL
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Scadea Solutions, Inc. Is a small CRM consulting and SI company based in Wabasso, Florida. The team specializes in CRM consulting and SI.
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UndisclosedUndisclosed50 - 249West Windsor Township, NJ
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SysMind LLC is a CRM consulting and SI company. Their midsize team is in West Windsor Township, New Jersey and provides CRM consulting and SI. The agency was established in 1999.
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UndisclosedUndisclosed50 - 249Parsippany-Troy Hills, NJ
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The Casey Group is a CRM consulting and SI company. Headquartered in Parsippany-Troy Hills, New Jersey, their team provides CRM consulting and SI and cloud consulting & SI.
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UndisclosedUndisclosed50 - 249Piscataway, NJ
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Sunmerge Systems is a CRM consulting and SI company based in Piscataway, New Jersey. Their services include CRM consulting and SI.
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UndisclosedUndisclosed10 - 49Montville, NJ
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Pinnacle Solutions Incorporated, New Jersey is a CRM consulting and SI company. The team specializes in CRM consulting and SI, and the company is headquartered in Montville, New Jersey.
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UndisclosedUndisclosed2 - 9Short Hills, NJ
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Industry Mojo, a CRM consulting and SI company, offers CRM consulting and SI. The firm is located in Short Hills, New Jersey.
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UndisclosedUndisclosed2 - 9Princeton, NJ
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UPrefer Solutions, Inc is a CRM consulting and SI company. Located in Princeton, New Jersey, the firm was established in 2014. Their services include CRM consulting and SI.
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UndisclosedUndisclosed50 - 249Franklin Township, NJ
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Simple Solutions, India is a CRM consulting and SI company. They are located in Franklin Township, New Jersey. Their team offers CRM consulting and SI.
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UndisclosedUndisclosed1,000 - 9,999Provo, UT
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Qualtrics is a custom software development company in Provo, Utah. Launched in 2002, the team focuses on Custom Software Development and CRM consulting and SI.
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UndisclosedUndisclosed2 - 9Edison, NJ
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Headquartered in Edison, New Jersey, ReliRite Solutions Corporation is a small CRM consulting and SI company. The team offers CRM consulting and SI.
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UndisclosedUndisclosed2 - 9Princeton, NJ
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Sakeesoft is a CRM consulting and SI company launched in 2004. The small team provides CRM consulting and SI.
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UndisclosedUndisclosed2 - 9Maplewood, NJ
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ProfiTech LLC is a CRM consulting and SI company. Their small team is based in Maplewood, New Jersey and specializes in CRM consulting and SI. The firm was launched in 2005.
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UndisclosedUndisclosed50 - 249Fairfield, NJ
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StayinFront is a CRM consulting and SI company. They are located in Fairfield, New Jersey and have midsize team. Their services include CRM consulting and SI.
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UndisclosedUndisclosed250 - 999Lisle, IL
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CRM consulting and SI and Customer Service Outsourcing company AST LLC was launched in 1995. The firm specializes in CRM consulting and SI and Customer Service Outsourcing, and is midsize.
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UndisclosedUndisclosed10,000+Bratislava, Slovakia
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Large CRM consulting and SI company Atos, is based in Bratislava, Slovakia. The team focuses on CRM consulting and SI and IT managed services.
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UndisclosedUndisclosed2 - 9
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Quadrant Systems is a small CRM consulting and SI company. They offer CRM consulting and SI and were launched in 2000.
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UndisclosedUndisclosed10 - 49Piscataway, NJ
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Synkriom is a CRM consulting and SI company. The Piscataway, New Jersey-based firm was founded in 2008. Their team offers CRM consulting and SI.
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UndisclosedUndisclosed10 - 49Franklin Township, NJ
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Effexoft Inc, a CRM consulting and SI company, is located in Franklin Township, New Jersey. They provide CRM consulting and SI and were established in 2002.
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UndisclosedUndisclosed50 - 249Woodbridge Township, NJ
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PruTech Solutions, Inc., a big data company and CRM consulting and SI company, was established in 1998. They specializes in BI & big data consulting & SI and CRM consulting and SI.
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UndisclosedUndisclosed50 - 249Sunnyvale, CA
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Based in Sunnyvale, California, AgilOne is a midsize CRM consulting and SI and Marketing Strategy company. The team offers CRM consulting and SI and Marketing Strategy.
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UndisclosedUndisclosed10 - 49München, Germany
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Based in München, Germany, UpCRM is a CRM consulting and SI company. They offer CRM consulting and SI and cloud consulting & SI and were launched in 2008.
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UndisclosedUndisclosed250 - 999Southfield, MI
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HelloWorld, MI is a midsize Southfield, Michigan-based CRM consulting and SI company. The team provides CRM consulting and SI.
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UndisclosedUndisclosed2 - 9Mundelein, IL
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Founded in 2006, Cloudnet360 is a CRM consulting and SI company. Their team provides CRM consulting and SI.
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UndisclosedUndisclosed2 - 9Edison, NJ
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Launched in 1999, Pointel, Inc is a CRM consulting and SI company. Their services include CRM consulting and SI.
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UndisclosedUndisclosed10 - 49Pasadena, CA
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QLess, Inc. Is a CRM consulting and SI company. Their small team of employees is headquartered in Pasadena, California. Their team focuses on CRM consulting and SI.
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UndisclosedUndisclosed2 - 9Newport Beach, CA
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Verb Technology Company, Inc. Is a CRM consulting and SI company based in Newport Beach, California. The team focuses on CRM consulting and SI.
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UndisclosedUndisclosed10 - 49Fort Lauderdale, FL
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IDS AbbaDox, a CRM consulting and SI company, is headquartered in Fort Lauderdale, Florida. The team offers CRM consulting and SI.
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UndisclosedUndisclosed2 - 9San Jose, CA
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LiveHive, Inc is a CRM consulting and SI company in San Jose, California. Established in 2011, the team provides CRM consulting and SI.
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UndisclosedUndisclosed10 - 49San Francisco, CA
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DataGrail is a CRM consulting and SI company. Their team is in San Francisco, California and provides CRM consulting and SI.
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UndisclosedUndisclosed10 - 49Minneapolis, MN
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OptiMine Software, Inc. Is a CRM consulting and SI company. Launched in 2008, the agency is in Minneapolis, Minnesota. Their team focuses on CRM consulting and SI and BI & big data consulting & SI.
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UndisclosedUndisclosed2 - 9Budapest, Hungary
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Nitro Sales & Marketing is a CRM consulting and SI company. They are based in Budapest, Hungary and have small team. Their team focuses on CRM consulting and SI and Email Marketing.
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UndisclosedUndisclosed50 - 249San Francisco, CA
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Founded in 2007, Pardot is a CRM consulting and SI company. Located in San Francisco, California, the team focuses on CRM consulting and SI.
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UndisclosedUndisclosed50 - 249Sandton, South Africa
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Launched in 1989, Sage Pastel Accounting is a CRM consulting and SI and ERP consulting and SI company. The team specializes in CRM consulting and SI and ERP consulting and SI.
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UndisclosedUndisclosed2 - 9Appleton, WI
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Resolv is a CRM consulting and SI company launched in 2001. The agency provides CRM consulting and SI, and is small.
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UndisclosedUndisclosed50 - 249Lancenigo, Italy
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Aton S.p.A., a CRM consulting and SI and e-commerce development company, was established in 1988. The team offers CRM consulting and SI and E-Commerce Development.
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UndisclosedUndisclosed50 - 249Troy, MI
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Xede is a CRM consulting and SI company. The midsize Troy, Michigan-based team specializes in CRM consulting and SI and IT managed services. The firm was established in 1998.
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UndisclosedUndisclosed10,000+Chesterfield, MO
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Amdocs is a big data analytics company established in 1982. The firm offers BI & big data consulting & SI and CRM consulting and SI, and is large.
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UndisclosedUndisclosed10 - 49Laguna Niguel, CA
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Launched in 2008, ClientLook, a small CRM consulting and SI company, is in Laguna Niguel, California. Their team focuses on CRM consulting and SI and Social Media Marketing.
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UndisclosedUndisclosed50 - 249Bogotá, Colombia
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Kpital Networks is a midsize CRM consulting and SI and software development firm in Bogotá, Colombia and Uccle, Belgium. The team focuses on CRM consulting and SI and Custom Software Development.
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UndisclosedUndisclosed10 - 49Bogotá, Colombia
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CRM consulting and SI company Monitor CRM is in Bogotá, Colombia. Established in 2021, the team focuses on CRM consulting and SI.
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UndisclosedUndisclosed50 - 249Bogotá, Colombia
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Grupo Lanka is a CRM consulting and SI company. Founded in 1990, the team offers CRM consulting and SI.
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UndisclosedUndisclosed10 - 49Vienna, VA
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KANDER is a Vienna, Virginia-based CRM consulting and SI company. They specialize in CRM consulting and SI.
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UndisclosedUndisclosed1,000 - 9,999Shanghai, China
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Shanghai Weimob Enterprise Development Co., Ltd., a cloud consulting & SI company, specialize in cloud consulting & SI and Advertising. They were launched in 2013.
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UndisclosedUndisclosed50 - 249Kyiv, Ukraine
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E-Consulting is a CRM consulting and SI company. Their team is headquartered in Kyiv, Ukraine. The agency focuses on CRM consulting and SI and Financial Consulting.
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UndisclosedUndisclosed2 - 9Oklahoma City, OK
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RJ Consulting Services is a small CRM consulting and SI company in Oklahoma City, Oklahoma. Their services include CRM consulting and SI.
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UndisclosedUndisclosed2 - 9
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Simple - Vtiger CRM is a CRM consulting and SI company. Their small team is located in Ciudad de México, Mexico. Their team offers 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
37.7/40.018.6/20 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.