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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UndisclosedUndisclosed10 - 49Media, PA
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Founded in 2009, SaaS Solutions is a small Media, Pennsylvania-based CRM consulting and SI company. Their services include CRM consulting and SI and E-Commerce Development.
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UndisclosedUndisclosed250 - 999Palm Coast, FL
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Established in 2012, Coastal Cloud is a cloud consulting & SI and CRM consulting and SI company. The agency specializes in cloud consulting & SI and CRM 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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UndisclosedUndisclosed50 - 249Santa Clara, CA
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Wilco Source, a cloud consulting & SI and CRM consulting and SI company, is in Santa Clara, California. They focus on cloud consulting & SI and CRM consulting and SI.
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UndisclosedUndisclosed10 - 49Stockholm, Sweden
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Exelement is a CRM consulting and SI company. They offer CRM consulting and SI and Marketing Strategy and were founded in 2020. The firm is located in Stockholm, Sweden.
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UndisclosedUndisclosed10 - 49London, England
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CRM consulting and SI company Zentso specializes in CRM consulting and SI and Web Development. They are headquartered in London, England.
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UndisclosedUndisclosed10 - 49Brentwood, TN
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Virsys12 is a CRM consulting and SI company. The Brentwood, Tennessee-based agency offers CRM consulting and SI and cloud consulting & SI.
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UndisclosedUndisclosed2 - 9
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LighthillCRM is a CRM consulting and SI company. Their small team is located in Budapest, Hungary. Their team offers CRM consulting and SI.
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UndisclosedUndisclosedFreelancerPhoenix, AZ
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Small CRM consulting and SI company East First Consulting, is located in Phoenix, Arizona. Their services include CRM consulting and SI.
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UndisclosedUndisclosed10 - 49Chippendale, Australia
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Sauce Consulting is a small CRM consulting and SI company located in Chippendale, Australia. The team specializes in CRM consulting and SI.
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UndisclosedUndisclosed250 - 999دبي, United Arab Emirates
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Yegertek is a CRM consulting and SI company. Headquartered in دبي, United Arab Emirates and Al Khobar, Saudi Arabia, the team provides CRM consulting and SI and Mobile App Development.
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UndisclosedUndisclosed10 - 49Miami, FL
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Located in Buenos Aires, Argentina and Miami, Florida, Certa Consulting is a CRM consulting and SI company. Their services include CRM consulting and SI and Business Consulting.
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UndisclosedUndisclosed50 - 249Chesterfield, MO
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Icon Cloud Consulting is a CRM consulting and SI company. Founded in 2011, the firm is in Chesterfield, Missouri. Their services include CRM consulting and SI.
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UndisclosedUndisclosed2 - 9Seattle, WA
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Percolator Consulting is a CRM consulting and SI company. The Seattle, Washington-based firm offers CRM consulting and SI.
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UndisclosedUndisclosed10 - 49New York, NY
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Founded in 2014, CloudMasters is a CRM consulting and SI company. The agency specializes in CRM consulting and SI, and is small.
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UndisclosedUndisclosed50 - 249Amsterdam, Netherlands
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Waeg, an IBM Company is an Amsterdam, Netherlands-based CRM consulting and SI company. The team focuses on CRM consulting and SI.
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UndisclosedUndisclosed10 - 49Esch-sur-Alzette, Luxembourg
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Ubiclouder KYC, CPQ, CRM, ERP, BS, DMS, a CRM consulting and SI company, was founded in 2013. The team offers CRM consulting and SI and is based in Esch-sur-Alzette, Luxembourg.
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UndisclosedUndisclosed2 - 9Houston, TX
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Avinta Services, Inc is a CRM consulting and SI company. The team specializes in CRM consulting and SI, and the firm is based in Houston, Texas.
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UndisclosedUndisclosed50 - 249Bengaluru, India
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CRM consulting and SI company WarpDrive Tech Works was established in 2016. The agency offers CRM consulting and SI and UX/UI Design.
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UndisclosedUndisclosed50 - 249Palo Alto, CA
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InvestorFlow, a CRM consulting and SI company, is in Palo Alto, California. They offer CRM consulting and SI and were established in 2015.
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UndisclosedUndisclosed10 - 49Sydney, Australia
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Purple Square, a CRM consulting and SI company, is in Sydney, Australia. The team offers CRM consulting and SI and IT managed services.
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UndisclosedUndisclosed250 - 999St. Louis Park, MN
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Midsize CRM consulting and SI company Horizontal Digital, is located in St. Louis Park, Minnesota. The team focuses on CRM consulting and SI and E-Commerce Development.
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UndisclosedUndisclosed50 - 249Sao Paulo, Brazil
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Nescara is a midsize cloud consulting & SI and CRM consulting and SI company. They focus on cloud consulting & SI and CRM consulting and SI and were established in 2008.
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UndisclosedUndisclosed250 - 999Sao Paulo, Brazil
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Launched in 2017, XCL is a CRM consulting and SI company. The firm focuses on CRM consulting and SI.
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UndisclosedUndisclosed10 - 49Cary, NC
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CommerceCX is a CRM consulting and SI company. Their team is in Cary, North Carolina and Amsterdam, Netherlands. The company provides CRM consulting and SI.
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UndisclosedUndisclosed10 - 49Centurion, South Africa
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EXAH is a CRM consulting and SI company. They were launched in 2014 and focus on CRM consulting and SI and IT strategy consulting.
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UndisclosedUndisclosed50 - 249Herndon, VA
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Gerent, a cloud consulting & SI and CRM consulting and SI company, was founded in 2008. The company offers cloud consulting & SI and CRM consulting and SI.
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UndisclosedUndisclosed50 - 249Sydney, Australia
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Destined (a media.monks company) is a Sydney, Australia-based cloud consulting & SI and CRM consulting and SI company. The team offers cloud consulting & SI and CRM consulting and SI.
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UndisclosedUndisclosed50 - 249København, Denmark
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BASE life science is a CRM consulting and SI company. They are headquartered in København, Denmark. Their team provides CRM consulting and SI.
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UndisclosedUndisclosed250 - 999Boston, MA
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Cervello is a big data company. Their midsize team is in Boston, Massachusetts and offers BI & big data consulting & SI and CRM consulting and SI. The agency was established in 2009.
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UndisclosedUndisclosed50 - 249Sao Paulo, Brazil
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Launched in 1992, Triscal is a midsize big data analytics company and CRM consulting and SI company. Their team specializes in BI & big data consulting & SI and CRM consulting and SI.
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UndisclosedUndisclosed10 - 49Greater Noida, India
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9-Pins.com - A Technology Consulting Company is a CRM consulting and SI company. The Greater Noida, India-based agency provides CRM consulting and SI.
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UndisclosedUndisclosed50 - 249Chippendale, Australia
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J4RVIS is an IT strategy consulting and CRM consulting and SI company founded in 2020. The midsize team offers IT strategy consulting and CRM consulting and SI.
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UndisclosedUndisclosed2 - 9Westminster, CO
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Headquartered in Westminster, Colorado, Northbound Consulting is a CRM consulting and SI company. They offer CRM consulting and SI.
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UndisclosedUndisclosed50 - 249Seoul, South Korea
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I2MAX is a cloud consulting & SI and CRM consulting and SI company. The Seoul, South Korea-based team specializes in cloud consulting & SI and CRM consulting and SI.
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UndisclosedUndisclosed2 - 9
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AAkonsult Pty Ltd is a CRM consulting and SI company. The Yarraville, Australia-based agency offers CRM consulting and SI.
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UndisclosedUndisclosed10 - 49London, England
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CRM consulting and SI company Cloud Orca specializes in CRM consulting and SI. They were established in 2018.
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UndisclosedUndisclosed50 - 249Davidson, NC
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Located in Davidson, North Carolina, The Hunley Group is a CRM consulting and SI company. They focus on CRM consulting and SI and Market Research.
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UndisclosedUndisclosed2 - 9Carmel, IN
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Martek Ventures is a CRM consulting and SI company. The small Carmel, Indiana-based team specializes in CRM consulting and SI and Marketing Strategy. The company was established in 2019.
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UndisclosedUndisclosed2 - 9Brooklyn, NY
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Based in Brooklyn, New York, Levelscape Inc. Is a small CRM consulting and SI company. The team focuses on CRM consulting and SI.
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UndisclosedUndisclosed10 - 49Vicenza, Italy
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NextCRM is a CRM consulting and SI company. The team focuses on CRM consulting and SI and is located in Vicenza, Italy.
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UndisclosedUndisclosed50 - 249London, England
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Process360 is a CRM consulting and SI company founded in 2016. The agency focuses on CRM consulting and SI and IT strategy consulting, and is midsize.
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UndisclosedUndisclosed10 - 49Los Angeles, CA
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Local World Inc. Is a CRM consulting and SI company. They were launched in 2012 and focus on CRM consulting and SI.
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UndisclosedUndisclosed50 - 249Boston, MA
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J2 Interactive is a CRM consulting and SI company. They are in Boston, Massachusetts, and their services include CRM consulting and SI and IT managed services.
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UndisclosedUndisclosed10 - 49Pompton Lakes, NJ
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Esor Consulting Group is a CRM consulting and SI company. They are headquartered in Pompton Lakes, New Jersey and have small team of experts. Their services include CRM consulting and SI.
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UndisclosedUndisclosed50 - 249Arlington, VA
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PhoenixTeam is a CRM consulting and SI company. Established in 2015, the team focuses on CRM consulting and SI and Custom Software Development.
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UndisclosedUndisclosed10 - 49Sandton, South Africa
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Pinotage Advisory is a CRM consulting and SI company. Their small team is located in Sandton, South Africa. Their services include CRM consulting and SI.
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UndisclosedUndisclosed50 - 249Barangaroo, Australia
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Brooke Global is a CRM consulting and SI company. In Barangaroo, Australia, the company was founded in 2013. Their services include CRM consulting and SI.
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UndisclosedUndisclosed10 - 49Seattle, WA
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ESage Group is a CRM consulting and SI company. The small Seattle, Washington-based team offers CRM consulting and SI. The firm was launched in 1998.
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UndisclosedUndisclosed2 - 9Portland, OR
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Established in 2017, Foglight Solutions is a CRM consulting and SI company. The team focuses on CRM consulting and SI.
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UndisclosedUndisclosed10 - 49København, Denmark
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ARPEDIO is a CRM consulting and SI company. Headquartered in København, Denmark, the company was founded in 2012. Their team specializes in 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
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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.