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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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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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 - 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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UndisclosedUndisclosed2 - 9Wellesley, MA
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Fresh Brain Marketing is a small Wellesley, Massachusetts-based CRM consulting and SI company. Their services include CRM consulting and SI and Business Consulting.
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UndisclosedUndisclosed2 - 9Wilmington, DE
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CRM consulting and SI company Cr24 Inc is headquartered in Wilmington, Delaware. Their services include CRM consulting and SI and Business Consulting.
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UndisclosedUndisclosed2 - 9
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AAM Revenue Strategy Consultants Inc. Is a CRM consulting and SI company. Their small team is located in Toronto, Canada. Their team specializes in CRM consulting and SI and Business Consulting.
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UndisclosedUndisclosed2 - 9
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MOBI Solutions is a CRM consulting and SI company. Established in 2023, the team focuses on CRM consulting and SI and Business Consulting.
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UndisclosedUndisclosed2 - 9Oregon City, OR
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7am Consulting, a CRM consulting and SI company, offer CRM consulting and SI and Business Consulting. They were established in 2013.
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UndisclosedUndisclosed2 - 9Tualatin, OR
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Small CRM consulting and SI company Mustang MarTech, is in Tualatin, Oregon. The team offers CRM consulting and SI and Business Consulting.
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UndisclosedUndisclosed2 - 9
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CRM consulting and SI company SFDC Xperts was established in 2021. The firm provides CRM consulting and SI and Business Consulting, and is small.
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UndisclosedUndisclosed50 - 249
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Established in 2024, CloudNurture is a CRM consulting and SI company. The company specializes in CRM consulting and SI and Business Consulting.
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UndisclosedUndisclosed50 - 249New York, NY
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Adswerve, Inc. Is a CRM consulting and SI company. Launched in 2009, the agency provides CRM consulting and SI and Conversion Optimization.
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UndisclosedUndisclosed50 - 249Berwyn, PA
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CRM consulting and SI company Envestnet | Tamarac is in Berwyn, Pennsylvania. They specialize in CRM consulting and SI and Conversion Optimization and were founded in 2000.
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UndisclosedUndisclosed50 - 249Tampa, FL
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CONTAQT is a CRM consulting and SI company. They were established in 2014 and focus on CRM consulting and SI and Conversion Optimization.
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UndisclosedUndisclosed2 - 9London, England
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Headquartered in London, England, NECESSIDAD is a CRM consulting and SI company. They specialize in CRM consulting and SI and were founded in 2020.
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UndisclosedUndisclosed2 - 9London, England
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CrmStorm is a CRM consulting and SI company. The team specializes in CRM consulting and SI and is headquartered in London, England.
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UndisclosedUndisclosed2 - 9London, England
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Located in London, England, Appitek is a CRM consulting and SI company. They specialize in CRM consulting and SI and were established in 2017.
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UndisclosedUndisclosed2 - 9London, England
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CMS Wise is a CRM consulting and SI company. The small London, England-based team focuses on CRM consulting and SI. The firm was founded in 2014.
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UndisclosedUndisclosed10 - 49Swords, Ireland
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Ignyto is a CRM consulting and SI company. Their small team is in London, England and Swords, Ireland. Their services include CRM consulting and SI.
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UndisclosedUndisclosed50 - 249London, England
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Founded in 2015, ThirdEye Consulting is a CRM consulting and SI company. Their services include CRM consulting and SI.
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UndisclosedUndisclosed50 - 249Muskego, WI
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CRM consulting and SI company Approyo, Inc. Specializes in CRM consulting and SI and IT strategy consulting. They are in Muskego, Wisconsin and Bengaluru, India.
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UndisclosedUndisclosed50 - 249Vancouver, Canada
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Launched in 2012, OnActuate is a CRM consulting and SI company. The team specializes in CRM consulting and SI and BI & big data consulting & SI.
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UndisclosedUndisclosed2 - 9London, England
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Cognition CRM, a CRM consulting and SI company, is located in London, England and New York, New York. They provide CRM consulting and SI and Market Research and were established in 2012.
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UndisclosedUndisclosed10 - 49London, England
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VC Innovations is a London, England-based CRM consulting and SI company. Their services include CRM consulting and SI and Market Research.
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UndisclosedUndisclosed2 - 9Vancouver, Canada
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CRAFT CRM is a CRM consulting and SI company headquartered in Vancouver, Canada. Founded in 2011, the team offers CRM consulting and SI.
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UndisclosedUndisclosed10 - 49Manchester , England
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Small CRM consulting and SI company CRM Consultancy, is located in Manchester , England. The team provides CRM consulting and SI.
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UndisclosedUndisclosed2 - 9Denver, CO
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Intro CRM is a CRM consulting and SI company. Established in 2019, the team offers CRM consulting and SI and Sales Outsourcing. The agency is located in Denver, Colorado.
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UndisclosedUndisclosed50 - 249Seattle, WA
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Knock CRM is a CRM consulting and SI company. They are located in Seattle, Washington and have midsize team. Their services include CRM consulting and SI.
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UndisclosedUndisclosed2 - 9Seattle, WA
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Keyplay is a CRM consulting and SI company. The team is in Seattle, Washington, and their services include CRM consulting and SI.
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UndisclosedUndisclosed10 - 49North Sydney, Australia
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Founded in 1989, Eyecatchers Solutions is a small CRM consulting and SI company. Their team specializes in CRM consulting and SI.
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UndisclosedUndisclosed2 - 9Sydney, Australia
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Cloud Riverdale Pty Ltd. Is a CRM consulting and SI company established in 2013. The agency 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.