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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UndisclosedUndisclosed10 - 49Walnut Creek, CA
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StarrData is a CRM consulting and SI company. Headquartered in Walnut Creek, California, their small team focuses on CRM consulting and SI. The agency was founded in 2009.
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UndisclosedUndisclosed10 - 49Seattle, WA
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Established in 1996, StratusG LLC is a CRM consulting and SI company. Their team offers 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 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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UndisclosedUndisclosed50 - 249
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Midsize CRM consulting and SI company Microsoft Dynamics CRM , is in मुंबई, India. The team offers CRM consulting and SI.
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UndisclosedUndisclosed10 - 49San Ramon, CA
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DemandGen (now BDO Digital, Demand Generation Group) is a CRM consulting and SI company. In San Ramon, California, the team provides CRM consulting and SI and Customer Service Outsourcing.
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UndisclosedUndisclosed10 - 49
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RevOps Automated, a small CRM consulting and SI company, is headquartered in New york, New York. The team specializes in CRM consulting and SI.
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UndisclosedUndisclosed10 - 49Chicago, IL
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Aleysian is a small CRM consulting and SI company. Established in 2004, the team specializes in CRM consulting and SI and Custom Software Development.
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UndisclosedUndisclosed10 - 49Seattle, WA
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CRM consulting and SI company Etumos was launched in 2014. The team provides CRM consulting and SI and is based in Seattle, Washington.
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UndisclosedUndisclosed50 - 249Mississauga, Canada
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Endeavour Solutions is a cloud consulting & SI and CRM consulting and SI company. The Mississauga, Canada-based company focuses on cloud consulting & SI and CRM consulting and SI.
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UndisclosedUndisclosed250 - 999Fort Worth, TX
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Slingshot by WorkWave is a midsize CRM consulting and SI and answering service company based in Fort Worth, Texas. Their services include CRM consulting and SI and Call Center Services.
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UndisclosedUndisclosed250 - 999Woodbridge Township, NJ
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Knack Systems, a CRM consulting and SI and Business Consulting company, was founded in 1998. The agency provides CRM consulting and SI and Business Consulting, and is midsize.
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UndisclosedUndisclosed250 - 999Mannheim, Germany
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Camelot ITLab is a midsize Mannheim, Germany-based CRM consulting and SI company. Their services include CRM consulting and SI and IoT development.
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UndisclosedUndisclosed2 - 9Fitzroy, Australia
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CirrusRed, a CRM consulting and SI company, provide CRM consulting and SI. They were launched in 2019.
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UndisclosedUndisclosed10 - 49
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Client Cloudcare is a CRM consulting and SI company. Established in 2020, the firm specializes in CRM consulting and SI.
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UndisclosedUndisclosed2 - 9Mint Hill, NC
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Coastal Consulting, a CRM consulting and SI company, was founded in 2021. The company offers CRM consulting and SI.
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UndisclosedUndisclosed2 - 9Winter Springs, FL
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ConeKtionsCX LLC is a CRM consulting and SI company. The agency is located in Winter Springs, Florida. Their services include CRM consulting and SI.
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UndisclosedUndisclosed10 - 49Irvine, CA
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Abelian is a CRM consulting and SI company established in 2017. Headquartered in Irvine, California, the team specializes in CRM consulting and SI and Mobile App Development.
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UndisclosedUndisclosed2 - 9New York, NY
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Founded in 2018, Rare Karma is a small CRM consulting and SI company. Their team specializes in CRM consulting and SI.
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UndisclosedUndisclosed50 - 249SW1E 6AD, England
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Founded in 2005, redk is a midsize CRM consulting and SI company in SW1E 6AD, England. Their team focuses on CRM consulting and SI.
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UndisclosedUndisclosed50 - 249Phoenix, AZ
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Virtuous is a CRM consulting and SI company. They offer CRM consulting and SI and Financial Consulting and were launched in 2014.
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UndisclosedUndisclosed10 - 49Toronto, Canada
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CRM consulting and SI company MISSION CRM by Sylogist is in Toronto, Canada. Established in 2016, the team specializes in CRM consulting and SI and Financial Consulting.
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UndisclosedUndisclosed10 - 49Sainte-Anne-de-Bellevue, Canada
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Silent Partner Software is a CRM consulting and SI company based in Sainte-Anne-de-Bellevue, Canada. They offer CRM consulting and SI and Financial Consulting.
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UndisclosedUndisclosed10 - 49London, England
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FinDock is a CRM consulting and SI company. They focus on CRM consulting and SI and Financial Consulting and are headquartered in London, England and Leeuwarden, Netherlands.
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UndisclosedUndisclosed50 - 249London, England
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Giveclarity is a CRM consulting and SI company. They are in London, England, and their services include CRM consulting and SI and Financial Consulting.
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UndisclosedUndisclosed2 - 9Manchester, England
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Infoodle is a CRM consulting and SI company founded in 2011. The small team offers CRM consulting and SI and Financial Consulting.
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UndisclosedUndisclosed10 - 49Brighton, Australia
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Vertic Consulting, a CRM consulting and SI company, was launched in 2010. The agency focuses on CRM consulting and SI and Financial Consulting.
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UndisclosedUndisclosed10 - 49Doha, Qatar
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Detente Technologies is a CRM consulting and SI company. Launched in 2014, the team specializes in CRM consulting and SI and Mobile App Development.
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UndisclosedUndisclosed2 - 9Aveiro, Portugal
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X-IMO CRM is a CRM consulting and SI company. The Aveiro, Portugal-based company was founded in 2005. Their team specializes in CRM consulting and SI and Mobile App Development.
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UndisclosedUndisclosed50 - 249Huntsville, AL
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Founded in 2009, HigherEchelon, Inc. Is a CRM consulting and SI and Corporate Training & Coaching company. The company focuses on CRM consulting and SI and Corporate Training & Coaching.
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UndisclosedUndisclosed50 - 249Boston, MA
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Flexspring is a CRM consulting and SI company. Headquartered in Levis, Canada and Boston, Massachusetts, the team focuses on CRM consulting and SI and Custom Software Development.
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UndisclosedUndisclosed2 - 9Delray Beach, FL
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Founded in 2022, Lloyd Solves, LLC is a CRM consulting and SI company. The agency offers CRM consulting and SI and API Development.
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UndisclosedUndisclosed50 - 249Chicago, IL
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Gearset is a CRM consulting and SI and Application Testing company. The Chicago, Illinois-based company was launched in 2015. Their team focuses on CRM consulting and SI and Application Testing.
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UndisclosedUndisclosed10 - 49Apex, NC
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CRM consulting and SI company GridMate is based in Apex, North Carolina. Their services include CRM consulting and SI and BI & big data consulting & SI.
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UndisclosedUndisclosed10 - 49Fort Pierce, FL
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In Fort Pierce, Florida, Reas Marketing is a CRM consulting and SI company. They provide CRM consulting and SI and were founded in 2012.
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UndisclosedUndisclosed10 - 49Orlando, FL
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SoVerve Marketing Group is a CRM consulting and SI company. They provide CRM consulting and SI and are located in Orlando, Florida.
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UndisclosedUndisclosed10 - 49Philadelphia, PA
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Grow With Greta is a CRM consulting and SI company. Launched in 2018, the team offers CRM consulting and SI.
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UndisclosedUndisclosed2 - 9
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Sync Savvy Digital is a CRM consulting and SI company. Their small team is based in Melbourne, Australia. Their services include CRM consulting and SI.
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UndisclosedUndisclosed10 - 49
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MSD Business Solutions, a CRM consulting and SI company, was launched in 2018. They provides CRM consulting and SI and BI & big data consulting & SI.
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UndisclosedUndisclosed10 - 49Toronto, Canada
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WebSan Solutions Inc. Is a CRM consulting and SI company established in 2000. The team provides CRM consulting and SI and BI & big data consulting & SI.
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UndisclosedUndisclosed50 - 249Concord, MA
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Habu Inc, an IT strategy consulting and CRM consulting and SI company, offer IT strategy consulting and CRM consulting and SI. They were founded in 2018.
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UndisclosedUndisclosed10 - 49Treasure Island, FL
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Established in 1997, Syncsite Inc., a small CRM consulting and SI company, is located in Treasure Island, Florida. Their services include CRM consulting and SI and BI & big data consulting & SI.
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UndisclosedUndisclosed10 - 49San Dimas, CA
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Anand PAG Inc is a small CRM consulting and SI company located in San Dimas, California. The team offers CRM consulting and SI and BI & big data consulting & SI.
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UndisclosedUndisclosed10 - 49Beachwood, OH
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CRM consulting and SI company CRMantra was founded in 2005. The agency focuses on CRM consulting and SI and BI & big data consulting & SI.
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UndisclosedUndisclosed2 - 9
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The Chiroptera Group LLC, a small CRM consulting and SI company, is located in Cincinnati, Ohio. Their services include CRM consulting and SI and BI & big data consulting & SI.
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UndisclosedUndisclosed50 - 249New York City, NY
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Exeevo is a midsize business intelligence company and CRM consulting and SI company founded in 2017. Their team provides BI & big data consulting & SI and CRM consulting and SI.
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UndisclosedUndisclosed2 - 9
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Headquartered in Austin, Texas, qodek is a small CRM consulting and SI company. Their services include CRM consulting and SI and BI & big data consulting & SI.
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UndisclosedUndisclosed10 - 49Austin, TX
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Founded in 2016, VertifyData is a CRM consulting and SI company. The company provides CRM consulting and SI and Business Consulting.
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UndisclosedUndisclosed2 - 9
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Beckmann Collaborative LLC is a CRM consulting and SI company. They were established in 2015 and offer CRM consulting and SI and Business Consulting.
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UndisclosedUndisclosed10 - 49Austin, TX
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Digital Di Consultants is a CRM consulting and SI company. They are located in Austin, Texas and have small team. Their services include CRM consulting and SI and Business Consulting.
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UndisclosedUndisclosed2 - 9
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Marketing Cadre is a small Austin, Texas-based CRM consulting and SI company. Their services include CRM consulting and SI and Business Consulting.
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UndisclosedUndisclosed50 - 249Bedford, TX
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Bluprintx is a midsize Bedford, Texas-based CRM consulting and SI company. Their services include CRM consulting and SI and IT strategy consulting.
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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
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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.