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 - 49Mumbai, India
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Satrang Technologies is a CRM consulting and SI company. The team is based in Mumbai, India, and their services include CRM consulting and SI and Mobile App Development.
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UndisclosedUndisclosed50 - 249Ljubljana, Slovenia
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CRM consulting and SI company Agilcon was launched in 2010. In Ljubljana, Slovenia, the team focuses on CRM consulting and SI and Mobile App Development.
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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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UndisclosedUndisclosed10 - 49Leeds, England
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In Leeds, England and London, England, Mint CRM & Marketing Solutions is a CRM consulting and SI company. Their services include CRM consulting and SI and Mobile App Development.
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UndisclosedUndisclosed2 - 9Riverview, FL
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CRM consulting and SI company SoHo Software LLC was established in 2011. In Riverview, Florida, the team provides CRM consulting and SI.
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UndisclosedUndisclosed2 - 9Alexandria, VA
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Southpoint Consulting Inc. Is a CRM consulting and SI company. They provide CRM consulting and SI and IT managed services and are headquartered in Alexandria, Virginia.
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UndisclosedUndisclosed10 - 49Lynchburg, VA
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Upsource Solutions is a CRM consulting and SI company. Their small team is based in Lynchburg, Virginia. Their services include CRM consulting and SI and cloud consulting & SI.
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UndisclosedUndisclosed250 - 999San Francisco, CA
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Launched in 2004, A5 is a cloud consulting & SI company. Headquartered in San Francisco, California and Toronto, Canada, the team provides cloud consulting & SI and CRM consulting and SI.
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UndisclosedUndisclosed2 - 9Dover, NH
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Sadhana Consulting, a small CRM consulting and SI company, is located in Dover, New Hampshire. Their services include CRM consulting and SI.
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UndisclosedUndisclosed10 - 49Kirkland, WA
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Launched in 2011, EightCloud is a CRM consulting and SI company. The team provides CRM consulting and SI and IT managed services and is located in Kirkland, Washington.
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UndisclosedUndisclosed10 - 49San Francisco, CA
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West Coast Consulting Group is a CRM consulting and SI company. The team specializes in CRM consulting and SI, and the agency is based in San Francisco, California.
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UndisclosedUndisclosed10 - 49
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Established in 2003, Virtual Company Services is a small Argentina-based CRM consulting and SI company. Their team offers CRM consulting and SI.
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UndisclosedUndisclosed50 - 249Mannheim, Germany
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Comselect is a CRM consulting and SI company. Their midsize team is based in Mannheim, Germany. Their services include CRM consulting and SI.
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UndisclosedUndisclosed2 - 9St. Cloud, MN
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Based in St. Cloud, Minnesota, Fostering is a CRM consulting and SI company. Their services include CRM consulting and SI.
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UndisclosedUndisclosed10 - 49Overland Park, KS
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In Overland Park, Kansas, ProCore Resource Group is a small CRM consulting and SI company. The team provides CRM consulting and SI.
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UndisclosedUndisclosed2 - 9La Florida, Chile
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Launched in 2020, OK.Lab Chile is a small La Florida, Chile-based CRM consulting and SI company. Their services include CRM consulting and SI and Call Center Services.
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UndisclosedUndisclosed2 - 9Ñuñoa, Chile
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CRM consulting and SI company GrowBetter Agency was established in 2018. The agency focuses on CRM consulting and SI and UX/UI Design.
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UndisclosedUndisclosed2 - 9Utrecht, Netherlands
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SxBlue is a CRM consulting and SI company. They are based in Utrecht, Netherlands, and their services include CRM consulting and SI.
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UndisclosedUndisclosed50 - 249Singapore, Singapore
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CPR Vision Management, a midsize CRM consulting and SI and e-commerce development firm, is headquartered in Singapore, Singapore. The team provides CRM consulting and SI and E-Commerce Development.
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UndisclosedUndisclosed2 - 9Golden Valley, MN
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KLĪMVIA, a CRM consulting and SI company, offers CRM consulting and SI. The company is located in Golden Valley, Minnesota.
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UndisclosedUndisclosed2 - 9Schaumburg, IL
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Fort Knox Data Migration Services is a CRM consulting and SI company. They offer CRM consulting and SI and are located in Schaumburg, Illinois.
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UndisclosedUndisclosed10 - 49
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Founded in 2021, IT Smart Connected 360, a small CRM consulting and SI company, is in Mexico City, Mexico. Their services include CRM consulting and SI.
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UndisclosedUndisclosed10 - 49Warszawa, Poland
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Wavy Apps is a CRM consulting and SI company. Their small team is in Warszawa, Poland. Their services include CRM consulting and SI.
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UndisclosedUndisclosed2 - 9Goose Creek, SC
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Violet Consulting, LLC is a CRM consulting and SI company. The Goose Creek, South Carolina-based team provides CRM consulting and SI.
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UndisclosedUndisclosed10 - 49Santiago de Surco, Peru
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Established in 2020, BlueTech Group is a small Santiago de Surco, Peru-based CRM consulting and SI company. Their team offers CRM consulting and SI.
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UndisclosedUndisclosed250 - 999Pozuelo de Alarcón, Spain
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CRM consulting and SI company SCL Consulting was founded in 2001. The team specializes in CRM consulting and SI and IT strategy consulting and is headquartered in Pozuelo de Alarcón, Spain.
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UndisclosedUndisclosed2 - 9Shrewsbury, MA
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Kravit Group is a CRM consulting and SI company launched in 2011. The team focuses on CRM consulting and SI and is headquartered in Shrewsbury, Massachusetts.
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UndisclosedUndisclosed2 - 9Little Birch, WV
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Edgell Development is a CRM consulting and SI company. Headquartered in Little Birch, West Virginia, the company was established in 2020. Their team focuses on CRM consulting and SI and Blockchain.
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UndisclosedUndisclosed10 - 49Coorparoo, Australia
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A1CRM is a CRM consulting and SI company. Founded in 2015, their team specializes in CRM consulting and SI and Sales Outsourcing.
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UndisclosedUndisclosed10 - 49Spokane, WA
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JAX Consulting is a CRM consulting and SI company headquartered in Spokane, Washington. They offer CRM consulting and SI and were founded in 2021.
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UndisclosedUndisclosed10 - 49Stockholm, Sweden
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Xceed Technology AB is a small Stockholm, Sweden-based CRM consulting and SI company. The team offers CRM consulting and SI.
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UndisclosedUndisclosed2 - 9Montréal, Canada
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CRM consulting and SI company Terrabbit is located in Montréal, Canada. Their services include CRM consulting and SI.
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UndisclosedUndisclosed50 - 249Montreal, Canada
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In Montreal, Canada, Munvo is a CRM consulting and SI company. They provide CRM consulting and SI and were founded in 2005.
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UndisclosedUndisclosed50 - 249Huixquilucan, Mexico
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CRM consulting and SI company BXTiCX was founded in 2017. The company specializes in CRM consulting and SI.
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UndisclosedUndisclosed2 - 9Houston, TX
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Champcon Consulting, a CRM consulting and SI company, is in Houston, Texas. They offer CRM consulting and SI.
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UndisclosedUndisclosed2 - 9Aldie, VA
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Launched in 2018, JourneyBlazers is a CRM consulting and SI company. The team specializes in CRM consulting and SI and is based in Aldie, Virginia.
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UndisclosedUndisclosed2 - 9Pune, India
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Launched in 2019, Saleon Consulting is a CRM consulting and SI company. The company specializes in CRM consulting and SI, and is small.
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UndisclosedUndisclosed10 - 49London, England
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Upper Sigma is a CRM consulting and SI company. They are in London, England and have small team of experts. Their services include CRM consulting and SI.
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UndisclosedUndisclosed10 - 49Recife, Brazil
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Dreamm Tecnologia, a CRM consulting and SI company, was founded in 2017. The agency offers CRM consulting and SI, and is small.
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UndisclosedUndisclosed2 - 9Zürich, Switzerland
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Small CRM consulting and SI company AllyAllez GmbH, is located in Zürich, Switzerland. The team specializes in CRM consulting and SI.
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UndisclosedUndisclosed2 - 9Oklahoma City, OK
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Launched in 2020, BoldRamp is a small Oklahoma City, Oklahoma-based CRM consulting and SI company. Their services include CRM consulting and SI.
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UndisclosedUndisclosed50 - 249Leeds, England
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Alscient is a CRM consulting and SI company. They were launched in 2010 and focus on CRM consulting and SI.
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UndisclosedUndisclosed2 - 9Toronto, Canada
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Tecnita Inc, a CRM consulting and SI company, is located in Toronto, Canada. The team offers CRM consulting and SI.
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UndisclosedUndisclosed10 - 49Covilhã, Portugal
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Kompetenza, a CRM consulting and SI company, was launched in 2018. The team specializes in CRM consulting and SI and is in Covilhã, Portugal.
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UndisclosedUndisclosed10 - 49Melbourne, Australia
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In Melbourne, Australia, The Lumery is a CRM consulting and SI company. They offer CRM consulting and SI and were founded in 2017.
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UndisclosedUndisclosed2 - 9
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Founded in 2020, Savvy Data Cloud Consulting is a CRM consulting and SI company. The small team focuses on CRM consulting and SI.
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UndisclosedUndisclosed2 - 9București, Romania
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Mediapost Martech is a CRM consulting and SI company. The team focuses on CRM consulting and SI, and the agency is based in București, Romania.
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UndisclosedUndisclosed2 - 9Kraków, Poland
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IT Solutions Architects is a CRM consulting and SI company. Their small team of employees is located in Kraków, Poland. Their team specializes in CRM consulting and SI and Mobile App Development.
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UndisclosedUndisclosed10 - 49Madrid, Spain
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Calibre 360 Consulting, a CRM consulting and SI company, offer CRM consulting and SI. They were founded in 2017.
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UndisclosedUndisclosed2 - 9Santa Ana, CA
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Thompson Technology is a small CRM consulting and SI company based in Santa Ana, California. The team provides CRM consulting and SI.
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UndisclosedUndisclosed2 - 9
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Nimbus Tech Consulting is a Milwaukee, Wisconsin-based CRM consulting and SI company. They focus on CRM consulting and SI and Custom Software Development and were established in 2018.
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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.