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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Undisclosed$100 - $149 / hr10 - 49Santa Barbara, CA
Services provided
Experlogix is a CRM consulting and SI company. Established in 2002, the team focuses on CRM consulting and SI and ERP consulting and SI. The company is located in Santa Barbara, California.
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Undisclosed$200 - $300 / hr250 - 999Little Chute, WI
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Founded in 1991, Heartland Business Systems is a midsize CRM consulting and SI company. Their services include CRM consulting and SI and ERP consulting and 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, 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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Undisclosed$200 - $300 / hr50 - 249Scottsdale, AZ
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KORE Software, a CRM consulting and SI company, was established in 2002. The team offers CRM consulting and SI and unified communications consulting & SI.
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Undisclosed$150 - $199 / hr10 - 49Ridgefield, CT
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MaxQ Technologies is a small Ridgefield, Connecticut-based CRM consulting and SI company. The team focuses on CRM consulting and SI and other IT consulting and SI.
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Undisclosed$200 - $300 / hr50 - 249Manchester, NH
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Scribe Software is a CRM consulting and SI company established in 1996. Their services include CRM consulting and SI and unified communications consulting & SI.
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Undisclosed$50 - $99 / hr10 - 49Graz, Austria
Services provided
MSCRM-ADDONS.COM is a CRM consulting and SI company. They are located in Graz, Austria and have small team. They provide CRM consulting and SI.
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Undisclosed$100 - $149 / hr250 - 999Portsmouth, NH
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Bottomline Technologies, a CRM consulting and SI company, is in Portsmouth, New Hampshire. The team offers CRM consulting and SI and ERP consulting and SI.
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Undisclosed$150 - $199 / hr50 - 249Torrance, CA
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Headquartered in Torrance, California, Calsoft Systems is a midsize CRM consulting and SI and ERP consulting and SI company. Their services include CRM consulting and SI and ERP consulting and SI.
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$5,000+$150 - $199 / hr1,000 - 9,999Columbia, MD
Services provided
Founded in 1971, Merkle is a large CRM consulting and SI company. Their team focuses on CRM consulting and SI and Digital Strategy.
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$5,000+$50 - $99 / hr10,000+New York, NY
Services provided
Omnicom is an Advertising company. They are in New York, New York and London, England, and their services include Advertising and Branding.
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$5,000+$100 - $149 / hr1,000 - 9,999Los Gatos, CA
Services provided
Infogain is a cloud consulting & SI company. Launched in 1990, the agency is in Los Gatos, California and Noida, India. Their services include cloud consulting & SI and BI & big data consulting &
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$5,000+$100 - $149 / hr250 - 999Roma, Italy
Services provided
Founded in 1995, Qvantel is a CRM consulting and SI company. Their team offers CRM consulting and SI and IoT development.
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$5,000+$100 - $149 / hr10,000+Paris, France
Services provided
Large business intelligence company Orange Business Services, is located in Paris, France. Their services include BI & big data consulting & SI and cloud consulting & SI.
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$10,000+$100 - $149 / hr50 - 249Villeurbanne, France
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Located in Villeurbanne, France, Inova Software is a software development company and CRM consulting and SI company. Their services include Custom Software Development and CRM consulting and SI.
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$5,000+$100 - $149 / hr10,000+Hangzhou Shi, China
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ISoftStone is a large data analytics company launched in 2001. Their services include BI & big data consulting & SI and CRM consulting and SI.
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UndisclosedUndisclosed10,000+Dalian Shi, China
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Founded in 1996, Dalian Hi-Think Computer Technology is a large CRM consulting and SI company. Their team specializes in CRM consulting and SI and ERP consulting and SI.
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UndisclosedUndisclosed10,000+São Paulo, Brazil
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Launched in 2000, Liq is a Business Consulting company. Based in São Paulo, Brazil, the team specializes in Business Consulting and CRM consulting and SI.
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UndisclosedUndisclosed250 - 999Rajathevi, Thailand
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Founded in 2000, Allianz Global Assistance is a CRM consulting and SI company. The team focuses on CRM consulting and SI.
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$1,000+$25 - $49 / hr10 - 49Beijing, China
Services provided
Mike CRM is a CRM consulting and SI company launched in 2013. The agency provides CRM consulting and SI and IT strategy consulting, and is small.
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UndisclosedUndisclosed250 - 999Doha, Qatar
Services provided
Zerone Technologies is a CRM consulting and SI company. They are in Doha, Qatar and have midsize team. Their services include CRM consulting and SI and ERP consulting and SI.
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UndisclosedUndisclosed10 - 49Dubai, United Arab Emirates
Services provided
CRM Middle East is a CRM consulting and SI company founded in 2001. Their services include CRM consulting and SI and Call Center Services.
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UndisclosedUndisclosed50 - 249Dubai, United Arab Emirates
Services provided
Founded in 2002, Metadata Technologies is a midsize CRM consulting and SI company headquartered in Dubai, United Arab Emirates. Their team offers CRM consulting and SI.
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UndisclosedUndisclosed2 - 9Cambridge, MA
Services provided
CRM consulting and SI company Boston Academic was founded in 2001. The small team specializes in CRM consulting and SI.
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UndisclosedUndisclosed10 - 49Cambridge, MA
Services provided
Synapse Energy Economics is a small CRM consulting and SI company. They focus on CRM consulting and SI and were launched in 1996.
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UndisclosedUndisclosed50 - 249Cambridge, MA
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Located in Cambridge, Massachusetts, Kotter is a midsize CRM consulting and SI company. Their services include CRM consulting and SI.
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UndisclosedUndisclosed2 - 9Sydney, Australia
Services provided
Challis & Company is a CRM consulting and SI company. Their small team of employees is in Sydney, Australia. Their team provides CRM consulting and SI.
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UndisclosedUndisclosed10 - 49Sydney, Australia
Services provided
LimeBridge Australia is a CRM consulting and SI company located in Sydney, Australia. The team provides CRM consulting and SI.
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UndisclosedUndisclosed10 - 49Melbourne, Australia
Services provided
Australian Healthcare Associates is a CRM consulting and SI company launched in 1992. The agency offers CRM consulting and SI.
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UndisclosedUndisclosedFreelancerPukalani, HI
Services provided
Located in Pukalani, Hawaii, PlayBook Consulting Group is a small CRM consulting and SI company. Their services include CRM consulting and SI.
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UndisclosedUndisclosed50 - 249Montvale, NJ
Services provided
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
Services provided
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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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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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
Services provided
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
Services provided
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
Services provided
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
Services provided
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
Services provided
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
Services provided
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
Services provided
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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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.