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 - 49Indianapolis, IN
Services provided
Galvin Technologies is a cloud consulting & SI and CRM consulting and SI company founded in 2003. The agency specializes in cloud consulting & SI and CRM consulting and SI, and is small.
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UndisclosedUndisclosed10 - 49San Diego, CA
Services provided
Alliant Consulting, Inc., a small CRM consulting and SI and Business Consulting company, is based in San Diego, California. Their services include CRM consulting and SI and Business Consulting.
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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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UndisclosedUndisclosed10 - 49Toronto, Canada
Services provided
IGS Solutions Inc, a small CRM consulting and SI and IT strategy consulting company, is based in Toronto, Canada. The team offers CRM consulting and SI and IT strategy consulting.
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UndisclosedUndisclosed10 - 49
Services provided
Magstar Inc Total Retail, a custom software development company and CRM consulting and SI company, is in Toronto, Canada. The team specializes in Custom Software Development and CRM consulting and
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UndisclosedUndisclosed10 - 49Honolulu, HI
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Pacific Point Inc. Is a small CRM consulting and SI company. They offer CRM consulting and SI and Corporate Training & Coaching and were established in 2011.
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UndisclosedUndisclosed10 - 49Edison, NJ
Services provided
Apex Technology Group Inc., is a CRM consulting and SI and ERP consulting and SI company founded in 2001. The firm provides CRM consulting and SI and ERP consulting and SI, and is small.
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UndisclosedUndisclosed10 - 49Greensboro, NC
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Launched in 2002, Xenogenix is a cloud consulting & SI and CRM consulting and SI company. The team offers cloud consulting & SI and CRM consulting and SI and is in Greensboro, North Carolina.
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UndisclosedUndisclosed10 - 49Braintree, MA
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Small CRM consulting and SI and Business Consulting company Satuit Technologies, is based in Braintree, Massachusetts. Their services include CRM consulting and SI and Business Consulting.
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UndisclosedUndisclosed10 - 49Cedarburg, WI
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Vx Group is a CRM consulting and SI and HR Consulting company. Based in Cedarburg, Wisconsin, the company was launched in 2011. Their team provides CRM consulting and SI and HR Consulting.
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UndisclosedUndisclosed10 - 49Lombard, IL
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Based in Lombard, Illinois, Imminent is a CRM consulting and SI and Marketing Strategy company. They specialize in CRM consulting and SI and Marketing Strategy.
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UndisclosedUndisclosed10 - 49Mooresville, NC
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Headquartered in Mooresville, North Carolina, PeopleSuite Talent Solutions is a CRM consulting and SI company. Established in 2012, the team focuses on CRM consulting and SI and Staffing.
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UndisclosedUndisclosed10 - 49Irving, TX
Services provided
Corporate Training & Coaching and CRM consulting and SI company Frontend Arts is based in Irving, Texas. They provide Corporate Training & Coaching and CRM consulting and SI and were launched in
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UndisclosedUndisclosed10 - 49Cercado de Lima, Peru
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Caron Business Solutions Inc. Is a CRM consulting and SI company. They are based in Cercado de Lima, Peru and have small team. They specialize in CRM consulting and SI and Accounting.
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UndisclosedUndisclosed10 - 49Millbrae, CA
Services provided
AppBuddy, an UX agency and CRM consulting and SI company, is based in Millbrae, California. Founded in 2009, the team offers UX/UI Design and CRM consulting and SI.
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UndisclosedUndisclosed10 - 49Franklin Township, NJ
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Vortalsoft Inc. Is a CRM consulting and SI and ERP consulting and SI company. Established in 2000, their team provides CRM consulting and SI and ERP consulting and SI.
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UndisclosedUndisclosed10 - 49Redwood City, CA
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TOPO, a CRM consulting and SI and Market Research company, focus on CRM consulting and SI and Market Research. They were launched in 2013.
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UndisclosedUndisclosed10 - 49Simi Valley, CA
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Founded in 2008, Cynergy Solutions, LLC is a CRM consulting and SI and Application Management & Support company. The small team provides CRM consulting and SI and Application Management & Support.
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UndisclosedUndisclosed10 - 49Morrisville, NC
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Cloud Giants, a cloud consulting & SI and CRM consulting and SI company, was established in 2014. The firm specializes in cloud consulting & SI and CRM consulting and SI, and is small.
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UndisclosedUndisclosed10 - 49Caracas, Venezuela
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MCS Management Consulting and Services is a small CRM consulting and SI and ERP consulting and SI company founded in 1998. Their team specializes in CRM consulting and SI and ERP consulting and SI.
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UndisclosedUndisclosed10 - 49Houston, TX
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Based in Houston, Texas, Pozative is a branding agency and CRM consulting and SI company. Their services include Branding and CRM consulting and SI.
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UndisclosedUndisclosed10 - 49
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QD Consulting, a custom software development firm and CRM consulting and SI company, was launched in 2008. They specializes in Custom Software Development and CRM consulting and SI.
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$1,000+$25 - $49 / hr10 - 49Envigado, Colombia
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Insaitas is a CRM consulting and SI company. They provide CRM consulting and SI and ERP consulting and SI and were founded in 2012. The company is based in Envigado, Colombia and Lo Barnechea,
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UndisclosedUndisclosed10 - 49Monterrey, Mexico
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Small CRM consulting and SI company Dialect Teleservices SA de CV, is headquartered in Monterrey, Mexico. The team provides CRM consulting and SI and Back Office Outsourcing.
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UndisclosedUndisclosed10 - 49Shanghai, China
Services provided
ParkLu (Shanghai) Enterprise Management Consulting Co., Ltd. Is a Marketing Strategy and CRM consulting and SI company founded in 2011. The team provides Marketing Strategy and CRM consulting and
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UndisclosedUndisclosed10 - 49Tucker, GA
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Launched in 2013, SQLOPS is a CRM consulting and SI and IT managed services company. In Tucker, Georgia, the team specializes in CRM consulting and SI and IT managed services.
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UndisclosedUndisclosed10 - 49Los Gatos, CA
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Carabiner Group is a Los Gatos, California-based CRM consulting and SI and Business Consulting company. They provide CRM consulting and SI and Business Consulting and were established in 2017.
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UndisclosedUndisclosed10 - 49London, England
Services provided
Nebula Consulting Ltd is a cloud consulting & SI and CRM consulting and SI company. The team is located in London, England, and their services include cloud consulting & SI and CRM consulting and
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UndisclosedUndisclosed10 - 49Stoneham, MA
Services provided
Northlight Solutions Group is a Stoneham, Massachusetts-based cloud consulting & SI and CRM consulting and SI company. They provide cloud consulting & SI and CRM consulting and SI.
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UndisclosedUndisclosed10 - 49Austin, TX
Services provided
Strategic Growth, Inc. Is an Austin, Texas-based cloud consulting & SI and CRM consulting and SI company. They provide cloud consulting & SI and CRM consulting and SI.
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UndisclosedUndisclosed10 - 49Prague, Czech Republic
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Mooza Inspire | European Salesforce Partner, an alternative to local partners is a CRM consulting and SI company established in 2017. The team offers CRM consulting and SI and cloud consulting & SI.
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UndisclosedUndisclosed10 - 49
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ShellBlack.com, LLC, a CRM consulting and SI and software development company, offer CRM consulting and SI and Custom Software Development. They were launched in 2010.
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UndisclosedUndisclosed10 - 49
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Daspe Web is a cloud consulting & SI and CRM consulting and SI company headquartered in Pinhais, Brazil. Their services include cloud consulting & SI and CRM consulting and SI.
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UndisclosedUndisclosed10 - 49Philadelphia, PA
Services provided
Founded in 2020, TruSummit Solutions is a CRM consulting and SI and Business Consulting company. Their team offers CRM consulting and SI and Business Consulting.
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UndisclosedUndisclosed10 - 49Phoenix, AZ
Services provided
Oppty Unlimited, a cloud consulting & SI and CRM consulting and SI company, is headquartered in Phoenix, Arizona. They offer cloud consulting & SI and CRM consulting and SI.
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UndisclosedUndisclosed10 - 49Reston, VA
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Established in 2017, T1A is a big data analytics company and CRM consulting and SI company. The small team focuses on BI & big data consulting & SI and CRM consulting and SI.
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UndisclosedUndisclosed10 - 49San Francisco, CA
Services provided
Original Shift is a cloud consulting & SI and CRM consulting and SI company. Founded in 2018, their team focuses on cloud consulting & SI and CRM consulting and SI.
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UndisclosedUndisclosed10 - 49Lewisville, TX
Services provided
Cloud Haven is a CRM consulting and SI company. The company is based in Lewisville, Texas. Their services include CRM consulting and SI and cloud consulting & SI.
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UndisclosedUndisclosed10 - 49Paris, France
Services provided
Cloud consulting & SI and CRM consulting and SI company Guimini was established in 2016. The company specializes in cloud consulting & SI and CRM consulting and SI.
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UndisclosedUndisclosed10 - 49Haarlem, Netherlands
Services provided
Based in Haarlem, Netherlands, OSH Solutions is a small cloud consulting & SI and CRM consulting and SI company. The team specializes in cloud consulting & SI and CRM consulting and SI.
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UndisclosedUndisclosed10 - 49Clackamas, OR
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Founded in 2017, Point Echo Solutions is a CRM consulting and SI and Business Consulting company. Based in Clackamas, Oregon, the team specializes in CRM consulting and SI and Business Consulting.
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UndisclosedUndisclosed10 - 49
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Deep, a cloud consulting & SI and CRM consulting and SI company, is headquartered in Copenhagen, Denmark. The team specializes in cloud consulting & SI and CRM consulting and SI.
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UndisclosedUndisclosed10 - 49Stockholm, Sweden
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Axenon/NoA - Salesforce Services is a small Stockholm, Sweden-based cloud consulting & SI and CRM consulting and SI company. Their services include cloud consulting & SI and CRM consulting and SI.
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UndisclosedUndisclosed10 - 49Ciudad LĂłpez Mateos, Mexico
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Cloud consulting & SI and CRM consulting and SI company LYNX9 Solutions provides cloud consulting & SI and CRM consulting and SI. They were established in 2012.
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UndisclosedUndisclosed10 - 49Maltepe, TĂĽrkiye
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Cloud consulting & SI and CRM consulting and SI company Kofana Digital provides cloud consulting & SI and CRM consulting and SI. They were launched in 2012.
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UndisclosedUndisclosed10 - 49Kingston, NH
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Founded in 2003, Sleek Consulting LLC is a small Kingston, New Hampshire-based CRM consulting and SI company. Their services include CRM consulting and SI and ECM consulting and SI.
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UndisclosedUndisclosed10 - 49Media, PA
Services provided
Peergenics, a CRM consulting and SI and IT managed services company, is based in Media, Pennsylvania. They offer CRM consulting and SI and IT managed services.
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UndisclosedUndisclosed10 - 49King of Prussia, PA
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CRM Science is a cloud consulting & SI and CRM consulting and SI company. They are headquartered in King of Prussia, Pennsylvania. Their team offers cloud consulting & SI and CRM consulting and SI.
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UndisclosedUndisclosed10 - 49Auckland, New Zealand
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Established in 2017, Be Intelligent is a CRM consulting and SI company. Their team provides CRM consulting and SI and IT strategy consulting.
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UndisclosedUndisclosed10 - 49
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Bitignyte is a CRM consulting and SI company established in 2019. Their services include CRM consulting and SI and cloud consulting & SI.
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UndisclosedUndisclosed10 - 49Turlock, CA
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Founded in 2017, Cloud Pathfinder Consulting is a cloud consulting & SI and CRM consulting and SI company. The small team specializes in cloud consulting & SI and 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
37.7/40.018.6/20 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 -
$10,000+$100 - $149 / hr10 - 49Bengaluru, India
Ability to deliver
32.4/40.017.4/20 Reviews8.7/10 Clients & Experience6.3/10 Market PresenceService focus
65% CRM Consulting and SI35% Other -
$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 -
$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
Latest CRM Articles
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CRM Consultants FAQs
Many CRM consultants offer ample expertise in the field, but how do you select the best fit for your project? First, it's important to cultivate an understanding of the industry in order to set expectations. We've compiled some simple FAQs to help you do just that.
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.