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.
15 Leaders 15 Contenders
8,905 Companies
List of the Top CRM Companies
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Featured
What are Featured Providers?
$1,000+$25 - $49 / hr50 - 249Thorold, CanadaServices provided
40% CRM Consulting and SI30% E-Commerce Development30% Web DevelopmentSee 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.
Reviews mention Easy to work with
Client feedback regarding Computan consistently highlights their ease of collaboration. Reviews emphasize their responsiveness, adaptability, and proactive communication. For instance, one client noted that Computan is 'always available' and 'easy to talk to,' while another mentioned their 'great communication' and willingness to provide solutions promptly. Clients appreciate their ability to understand tasks and execute efficiently, contributing to a positive working relationship. Overall, the sentiment surrounding Computan's approachability and teamwork is overwhelmingly positive.-
Shopify Migration for Dietary Supplements & Wellness Company
5.0 Apr 13, 2022Computan is very communicative and easy to work with — they’re always available. Typically, we’ll have video conferences, schedule phone calls, or exchange Slacks and emails to discuss the project.
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Web Development for Online Education Company
4.5 May 11, 2021Overall, they’re very easy to work with, and they’re flexible when it comes to changing our development, expectations, or what they’re working on. Also, they’re always really accurate in their project cost estimates and honest with the time they spend on each project.
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Development for Inbound Marketing Company
5.0 Oct 16, 2019Customer service is a focal point of their business, which makes it easy to work with them. Their ability and willingness to go the extra mile for us is commendable.
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IT Services for Leadership Development Company
5.0 Dec 3, 2019Their communication and general knowledge were very impressive. They were incredibly easy to work with. No, I had a great experience working with them.
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Custom Network for WordPress Site
5.0 Aug 27, 2019I appreciate their knowledge, experience, and how easy they are to work with. Time constraints were always an issue with certain aspects of this project, however, once these were communicated to Computan, they required no further supervision or directives - simply understanding the task at hand is/was time critical, and adjusting as necessary.
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Industry Experience
Computan has demonstrated strong expertise across various industries, including Advertising & Marketing, Education, Healthcare, E-commerce, and Technology. Clients consistently praise their responsiveness, flexibility, and the quality of deliverables, particularly in web development and integration projects. Sentiment is generally positive, highlighting their ability to adapt and collaborate effectively. Their services are well-suited for organizations seeking reliable web development and maintenance, especially those utilizing platforms like WordPress and HubSpot.
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Automotive Advertising & marketing Healthcare IT Services Education Beauty & Cosmetics Wellness & Fitness Logistics & Supply Chain Software Media Consulting Manufacturing Telecommunications Hospitality & leisure Nonprofit Information technology Business services Research Other IndustryWas this helpful?
Average Project Cost Breakdown
Read All ReviewsWhat Clients Have Said
Computan has been recognized for providing excellent value for money, with clients frequently noting that their pricing aligns well with project budgets. One client highlighted that Computan delivered exceptional quality of work for the cost, stating, 'the quality of work we get for the cost is something I have not seen in any agency I have worked.' Another client emphasized their competitive pricing, stating it was a decisive factor in their selection. Overall, sentiment regarding Computan's cost-effectiveness and value remains highly positive.Was this helpful?
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$5,000+$200 - $300 / hr10 - 49kamloops, CanadaServices provided
40% CRM Consulting and SI10% Account-Based Marketing10% Digital Strategy +4 services10% Email Marketing10% Recruiting10% Sales Outsourcing10% StaffingSee 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.
Reviews mention Knowledgeable
Set2Close has received overwhelmingly positive feedback regarding their knowledgeable staff, particularly in their expertise with HubSpot. Clients have highlighted the team's ability to provide clear guidance and thorough training, exemplified by comments such as 'Jeremy was highly knowledgeable, patient, and understanding' and 'Matt displayed extensive technical knowledge of HubSpot.' Overall, the sentiment reflects confidence in Set2Close's capabilities, with clients expressing satisfaction in their understanding of complex systems and effective onboarding processes.-
Migration Services for Real Estate Company
4.5 Jun 20, 2024They were knowledgeable in Hubspot, understood the project's scope and needs, and helped us attain our objectives.
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CRM Consulting & SI for Software Co
5.0 Jan 20, 2025HubSpot can be a daunting system due to its feature richness and having such finely tuned settings that can be applied to almost anything you are doing. Even for a technically savvy individual, it is a laborious task to get your bearings and move through the steps. Set 2 Close made this process infinitely easier and served as a guiding point to avoid getting lost in the process. Matt displayed extensive technical knowledge of HubSpot and would easily outmatch 20 Fiverr or UpWork hires for any business thinking they could optimize this with discounted ‘talent.’
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CRM Consulting & SI for Design-Build Company
5.0 Feb 11, 2025Set 2 Close demonstrated knowledgeable expertise throughout the project. They provided key pointers and prompt responses to questions, ensuring that all needs were addressed efficiently.
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HubSpot Migration for Camping Trailer Company
5.0 Feb 12, 2025They were knowledgeable, thorough, and organized, demonstrated an excellent ability to understand our specific company needs and helped to train and educate us on Hubspot functionality in a friendly and accessible manner.
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HubSpot Training for Managed IT Service Provider
5.0 Apr 23, 2025Set 2 Close demonstrated deep knowledge of Hubspot and best practices for using it for my company's workflow.
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Industry Experience
Set2Close has demonstrated expertise across various industries, including advertising, healthcare, information technology, and education. Clients consistently praise their comprehensive HubSpot onboarding, CRM customization, and training, which have led to improved operational efficiency and enhanced marketing capabilities. Sentiment remains highly positive, particularly in healthcare and IT sectors, where their tailored solutions effectively drive business growth. Prospective clients in these industries can expect strong support and a proactive approach to achieving their project goals.
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Media Consulting Restaurants Wellness & Fitness Insurance Consumer Products Retail Non-profit Arts, entertainment & music Education Agriculture Business services Financial services Construction Transportation Software IT Services Other Industry Healthcare Human Resources Medical Supply Chain, Logistics, and Transport Manufacturing Information technology Real estate Other industries Advertising & marketingWas this helpful?
Average Project Cost Breakdown
Read All ReviewsWhat Clients Have Said
Set2Close is frequently recognized for its cost-effectiveness and overall value, with clients noting that their pricing fits within budget constraints while delivering significant results. For instance, one client emphasized that Set2Close's services saved them $2-5k on setup costs, while another highlighted the good value for cost and effective solutions tailored to their needs. Overall, client sentiment reflects satisfaction with the company's ability to provide high-quality support at a reasonable price.Was this helpful?
More responsive than most other service providers
Get in TouchSet2Close is very responsive
They are a great candidate to start a conversation with. Send them a short message or project inquiry.Was this helpful?
$1,000+$25 - $49 / hr50 - 249Austin, TXServices provided
70% CRM Consulting and SI10% AI Development10% API Development +1 service10% IT Staff AugmentationSee 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.
Reviews mention Great team
Clients consistently praise Peeklogic, LLC for their exceptional team, highlighting their responsiveness, expertise, and collaborative spirit. One client noted them as 'the best company' they've worked with, emphasizing their friendly and knowledgeable staff. Another stated, 'the people... are fantastic to work with,' showcasing their effective communication and project management. Overall, the sentiment reflects a high level of satisfaction with the team's ability to deliver quality results and maintain strong relationships.-
Apex Scripts Development for Salesforce Consulting Company
5.0 Jun 26, 2024PeekLogic utilizes different team members who have expertise on different goals. They communicate thoroughly and timely. Great teamwork. Peeklogic, LLC always had someone who could solve my issue.
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Salesforce Managed Package Dev for Software Company
5.0 Mar 6, 2024The people. Peek has simply outstanding talent, that can move and pivot as our needs continually change. They all are super talented, very easy to work with, and adhere to creating a team beyond the sum of its parts. The value proposition from Peek is the best around.
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Custom Software Dev for Chat Integration Software Company
5.0 Dec 21, 2023They are a wonderful team of professionals who love their work. They are a pleasure to deal with and be part of a team.
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Salesforce Platform Dev & Set Up for Law Firm
5.0 Apr 1, 2025The people. They listen, they are quick, they are fantastic to work with, and their skill is impressive. Building off of skill, Maksym has been incredible. He has put together an outstanding program. He is very good at understanding what we are looking for, pushing for goals in the project, and getting things done -- fast.
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Marketing Services for Medical Company
5.0 Apr 6, 2026Great team to work with! They helped us with Salesforce Marketing Cloud, including campaign setup and data extensions. Everything was delivered on time, and communication was smooth and efficient.
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15 of 15 reviews are 5 stars12 new reviews for CRM Consulting and SI servicesLess than $10,000 avg. project costRead 15 Recent ReviewsReviewed 15 times in the past 6 months
In recent reviews, clients consistently praise Peeklogic, LLC for their excellent project management, timely delivery, and strong communication. For instance, Mailtrap highlighted their ability to restore a damaged Salesforce project, leading to improved customer experiences. CSE Electric commended their swift creation of a ticketing system, while Morrison Financial Services noted significant operational efficiency gains through Salesforce enhancements. Overall, sentiment is overwhelmingly positive, with clients expressing high satisfaction and no significant areas for improvement.Was this helpful?
Industry Experience
Peeklogic, LLC has garnered positive feedback across various sectors, including Information Technology, Financial Services, Medical, and Manufacturing. Clients praised their Salesforce integration and automation expertise, highlighting their strong communication and project management. Industries such as Healthcare and Nonprofits noted improvements in operational efficiency through customized CRM solutions. Overall, the sentiment is overwhelmingly favorable, with emphasis on Peeklogic's responsiveness, adaptability, and ability to deliver tailored solutions, making them a suitable partner for projects requiring Salesforce and system integrations.
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Software Non-profit Consumer products & services Chemicals & Biotechnology Manufacturing Telecommunications Advertising & marketing Real estate Education Transportation Arts, entertainment & music Retail Nonprofit Consumer Products Automotive Information technology Other industries Consulting Financial services Legal Construction Hospitality & leisure Business services Healthcare IT Services MedicalWas this helpful?
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UndisclosedUndisclosed10 - 49Nürnberg, Germany
Services provided
50% CRM Consulting and SI50% IT Managed ServicesCurexus is a Nürnberg, Germany-based CRM consulting and SI and IT managed services company. The team provides CRM consulting and SI and IT managed services.
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UndisclosedUndisclosed10 - 49Chennai, India
Services provided
50% CRM Consulting and SI25% Mobile App Development25% Web DevelopmentRanger Technologies Private Limited, a CRM consulting and SI company, was established in 2018. Based in Chennai, India, the team provides CRM consulting and SI and Web Development.
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Featured
What are Featured Providers?
$5,000+$200 - $300 / hr50 - 249Chicago, ILServices provided
100% CRM Consulting and SISee 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.
Reviews mention Accommodating
Clients consistently praised CloudMasonry for their accommodating nature, highlighting the team's flexibility in adapting to changing requirements and schedules. One client noted that the consultant was 'very accommodating' during scope adjustments, while another emphasized the team's quick pivoting to meet project demands. The proactive communication and readiness to assist were also commended, with clients feeling supported and valued throughout their projects.-
Custom Software Development for Financial Services Company
5.0 Jun 7, 2024Our experience with CloudMasonry has been impressive, primarily due to the consultant's knowledge and expertise in Salesforce. She was also very accommodating whenever the schedule or scope had to change a bit. Not only did CloudMasonry solve countless requests during our time working together, we also feel more educated and prepared to take on new projects.
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Multi-Line Processing for IT Company
5.0 Oct 22, 2021Cloud Masonry has always been quick to pivot with the NorthWinds team when requirements and deadlines changed. They wasted zero time in regrouping on their end to be very accommodating to us and our client. It has been an absolute pleasure working with the Cloud Masonry team as they are easy to work with, approachable, patient with us when we've had to regroup and they've been very accommodating and quick to pivot when changes are requested of them.
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6 of 6 CRM Consulting and SI reviews are 5 stars$50,000 – $199,999 avg. project costRead 6 ReviewsCRM Consulting and SI PROJECT HIGHLIGHT
Salesforce Support for Publishing Company
5.0 — CloudMasonry provides Salesforce support to a publishing firm. The team has set up a new Salesforce Service Cloud instance and transferred all customer service emails from the legacy platform into Read moreWas this helpful?
Average Project Cost Breakdown
Read All ReviewsWhat Clients Have Said
Clients consistently praise CloudMasonry for their competitive pricing and overall value. Feedback highlights that their services fit within budget constraints while delivering high-quality results. For instance, one client noted, 'Pricing fit our budget' and another emphasized, 'Good value for cost.' Overall sentiment reflects satisfaction with the company's ability to meet financial expectations, with multiple reviewers expressing that CloudMasonry offers a strong return on investment through effective project management and timely delivery.Was this helpful?
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UndisclosedUndisclosed10 - 49Singapore, Singapore
Services provided
50% CRM Consulting and SI50% ERP Consulting and SILaunched in 2017, Aodigy is a CRM consulting and SI and ERP consulting and SI company. The team offers CRM consulting and SI and ERP consulting and SI.
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UndisclosedUndisclosed10 - 49Amsterdam, Netherlands
Services provided
50% CRM Consulting and SI50% Cloud Consulting & SICloud consulting & SI and CRM consulting and SI company Cloud Integrate is headquartered in Amsterdam, Netherlands. Their services include cloud consulting & SI and CRM consulting and SI.
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UndisclosedUndisclosed10 - 49Auckland, New Zealand
Services provided
50% CRM Consulting and SI50% Mobile App DevelopmentEstablished in 2016, GravityLab is a CRM consulting and SI and app development company. Their services include CRM consulting and SI and Mobile App Development.
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UndisclosedUndisclosed10 - 49Sofia, Bulgaria
Services provided
50% CRM Consulting and SI50% Digital StrategyBegital Salesforce Consultants Bulgaria & Romania is a Digital Strategy and CRM consulting and SI company launched in 2017. Their services include Digital Strategy and CRM consulting and SI.
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UndisclosedUndisclosed10 - 49Fort Washington, PA
Services provided
50% CRM Consulting and SI50% Mobile App DevelopmentEnable Consulting is a Fort Washington, Pennsylvania-based CRM consulting and SI and mobile app development company. They specialize in CRM consulting and SI and Mobile App Development.
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UndisclosedUndisclosed10 - 49Sydney, Australia
Services provided
50% CRM Consulting and SI50% IT Strategy ConsultingIT strategy consulting and CRM consulting and SI company Ingenuity Partners was launched in 2017. The firm provides IT strategy consulting and CRM consulting and SI, and is small.
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UndisclosedUndisclosed10 - 49Versoix, Switzerland
Services provided
50% CRM Consulting and SI50% Cloud Consulting & SIHeadquartered in Versoix, Switzerland, Mavericx is a cloud consulting & SI and CRM consulting and SI company. They provide cloud consulting & SI and CRM consulting and SI.
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UndisclosedUndisclosed10 - 49Bartlett, IL
Services provided
50% CRM Consulting and SI50% Mobile App DevelopmentAhava Services, a CRM consulting and SI and mobile app development firm, was founded in 2015. The small team specializes in CRM consulting and SI and Mobile App Development.
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UndisclosedUndisclosed10 - 49
Services provided
50% CRM Consulting and SI50% Digital StrategyFounded in 2020, Orange Digital CX is a Digital Strategy and CRM consulting and SI company. Their services include Digital Strategy and CRM consulting and SI.
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UndisclosedUndisclosed10 - 49Köln, Germany
Services provided
50% CRM Consulting and SI50% Business ConsultingKERUN.ONE is a CRM consulting and SI and Business Consulting company headquartered in Köln, Germany. Established in 2019, the team specializes in CRM consulting and SI and Business Consulting.
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UndisclosedUndisclosed10 - 49Millers Point, Australia
Services provided
50% CRM Consulting and SI50% Marketing StrategyIdea Science, a Marketing Strategy and CRM consulting and SI company, was launched in 2008. The small team offers Marketing Strategy and CRM consulting and SI.
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UndisclosedUndisclosed10 - 49San Francisco, CA
Services provided
50% CRM Consulting and SI50% E-Commerce DevelopmentFounded in 2019, Brick Lane is a small CRM consulting and SI and e-commerce development firm based in San Francisco, California. Their team focuses on CRM consulting and SI and E-Commerce
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UndisclosedUndisclosed10 - 49
Services provided
50% CRM Consulting and SI50% E-Commerce DevelopmentClouds is a CRM consulting and SI and e-commerce development company. Their small team of employees is in Buenos Aires, Argentina. Their team offers CRM consulting and SI and E-Commerce Development.
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UndisclosedUndisclosed10 - 49Zaventem, Belgium
Services provided
50% CRM Consulting and SI25% ERP Consulting and SI25% Mobile App DevelopmentLaunched in 2017, Novera, a small CRM consulting and SI company, is in Zaventem, Belgium. Their team specializes in CRM consulting and SI and ERP consulting and SI.
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UndisclosedUndisclosed10 - 49Northville, MI
Services provided
50% CRM Consulting and SI50% Business ConsultingEast Park Consulting, a CRM consulting and SI and Business Consulting company, is located in Northville, Michigan. Their services include CRM consulting and SI and Business Consulting.
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UndisclosedUndisclosed10 - 49Bruxelles, Belgium
Services provided
50% CRM Consulting and SI50% Digital StrategyInk Consulting is a Digital Strategy and CRM consulting and SI company launched in 2018. The firm provides Digital Strategy and CRM consulting and SI.
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UndisclosedUndisclosed10 - 49Chatswood, Australia
Services provided
50% CRM Consulting and SI25% Mobile App Development25% Web DevelopmentLaunched in 2008, Adita Technologies is a CRM consulting and SI company. Their services include CRM consulting and SI and Web Development.
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UndisclosedUndisclosed10 - 49Ho Chi Minh City, Vietnam
Services provided
50% CRM Consulting and SI25% ERP Consulting and SI25% Mobile App DevelopmentOMN1 Solution is a CRM consulting and SI company. They focus on CRM consulting and SI and ERP consulting and SI and are in Ho Chi Minh City, Vietnam.
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UndisclosedUndisclosed10 - 49Wayne, PA
Services provided
50% CRM Consulting and SI50% Digital StrategyOpenGate Consulting is a Digital Strategy and CRM consulting and SI company. The team provides Digital Strategy and CRM consulting and SI, and the agency is based in Wayne, Pennsylvania.
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UndisclosedUndisclosed10 - 49Santos, Brazil
Services provided
50% CRM Consulting and SI25% Custom Software Development25% Mobile App DevelopmentInfluence Technology is a Santos, Brazil-based CRM consulting and SI company. Their services include CRM consulting and SI and Custom Software Development.
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UndisclosedUndisclosed10 - 49Toronto, Canada
Services provided
50% CRM Consulting and SI50% Email MarketingVigorate is an Email Marketing and CRM consulting and SI company launched in 2001. Their services include Email Marketing and CRM consulting and SI.
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UndisclosedUndisclosed10 - 49Cincinnati, OH
Services provided
50% CRM Consulting and SI50% Cloud Consulting & SISCI 360 is a cloud consulting & SI and CRM consulting and SI company founded in 2009. The team focuses on cloud consulting & SI and CRM consulting and SI and is based in Cincinnati, Ohio.
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UndisclosedUndisclosed10 - 49Petaling Jaya, Malaysia
Services provided
50% CRM Consulting and SI50% ERP Consulting and SICRM consulting and SI and ERP consulting and SI company Lava Protocols was established in 2007. The small team offers CRM consulting and SI and ERP consulting and SI.
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UndisclosedUndisclosed10 - 49Stockholm, Sweden
Services provided
50% CRM Consulting and SI50% Cloud Consulting & SICloud consulting & SI and CRM consulting and SI company Addcent Consulting was launched in 2011. Headquartered in Stockholm, Sweden, the team provides cloud consulting & SI and CRM consulting and
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UndisclosedUndisclosed10 - 49
Services provided
50% CRM Consulting and SI50% IT Strategy ConsultingBased in San Diego, California, Origin 63 is an IT strategy consulting and CRM consulting and SI company. They provide IT strategy consulting and CRM consulting and SI.
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UndisclosedUndisclosed10 - 49Saint Paul, MN
Services provided
50% CRM Consulting and SI40% Custom Software Development10% Low/No Code DevelopmentCustomer FX is a CRM consulting and SI and software development firm. Located in Saint Paul, Minnesota, the firm offers CRM consulting and SI and Custom Software Development.
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UndisclosedUndisclosed10 - 49Wilmington, DE
Services provided
50% CRM Consulting and SI25% Mobile App Development15% Custom Software Development +1 service10% Low/No Code DevelopmentBased in Wilmington, Delaware, Trufe is a CRM consulting and SI company. The team focuses on CRM consulting and SI and Custom Software Development.
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UndisclosedUndisclosed10 - 49
Services provided
50% CRM Consulting and SI25% Business Consulting15% Other Application Development +1 service10% Low/No Code DevelopmentRulesstack is a CRM consulting and SI company. Founded in 2013, their team focuses on CRM consulting and SI and Other Application Development.
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UndisclosedUndisclosed10 - 49Vienna, VA
Services provided
50% CRM Consulting and SI40% Mobile App Development10% Low/No Code DevelopmentMindPetal Software Solutions, Inc, a CRM consulting and SI and app development company, is located in Vienna, Virginia. They focus on CRM consulting and SI and Mobile App Development.
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UndisclosedUndisclosed10 - 49Dublin, Ireland
Services provided
50% CRM Consulting and SI50% Custom Software DevelopmentUltan Technologies, a CRM consulting and SI and custom software development company, provide CRM consulting and SI and Custom Software Development. They were launched in 2009.
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UndisclosedUndisclosed10 - 49Tarragona, Spain
Services provided
50% CRM Consulting and SI50% ERP Consulting and SIBased in Tarragona, Spain, Ten Solutions Software is a CRM consulting and SI and ERP consulting and SI company. They offer CRM consulting and SI and ERP consulting and SI.
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UndisclosedUndisclosed10 - 49Ashbourne, Ireland
Services provided
50% CRM Consulting and SI50% Cloud Consulting & SILotusBudh Consulting is a small cloud consulting & SI and CRM consulting and SI company launched in 2018. Their services include cloud consulting & SI and CRM consulting and SI.
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UndisclosedUndisclosed10 - 49Santa Cruz de Tenerife, Spain
Services provided
50% CRM Consulting and SI50% E-Commerce DevelopmentIn Santa Cruz de Tenerife, Spain, Blivale S.L. Is a small CRM consulting and SI and e-commerce development company. Their services include CRM consulting and SI and E-Commerce Development.
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UndisclosedUndisclosed10 - 49Madison, WI
Services provided
50% CRM Consulting and SI50% IT Managed ServicesAllium is a CRM consulting and SI and IT managed services company. Launched in 2011, the team focuses on CRM consulting and SI and IT managed services. The agency is in Madison, Wisconsin.
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UndisclosedUndisclosed10 - 49Austin, TX
Services provided
50% CRM Consulting and SI50% Product DesignBlueprint Advisory, a Product Design and CRM consulting and SI company, is located in Austin, Texas. Their services include Product Design and CRM consulting and SI.
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UndisclosedUndisclosed10 - 49Royal Oak, MI
Services provided
50% CRM Consulting and SI50% ERP Consulting and SICRM consulting and SI and ERP consulting and SI company Alta Vista Technology was established in 2014. The firm specializes in CRM consulting and SI and ERP consulting and SI.
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UndisclosedUndisclosed10 - 49Calgary, Canada
Services provided
50% CRM Consulting and SI50% Web DevelopmentCRM consulting and SI and website development firm Fishtank is located in Calgary, Canada. The team offers CRM consulting and SI and Web Development.
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UndisclosedUndisclosed10 - 49Bnei Brak, Israel
Services provided
50% CRM Consulting and SI50% SMS MarketingLaunched in 2004, ActiveTrail is a CRM consulting and SI and SMS Marketing company. Their team offers CRM consulting and SI and SMS Marketing.
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UndisclosedUndisclosed10 - 49Mississauga, Canada
Services provided
50% CRM Consulting and SI25% Business Consulting25% IoT DevelopmentValueFoc Technologies is a small CRM consulting and SI company founded in 2013. Their team provides CRM consulting and SI and IoT development.
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UndisclosedUndisclosed10 - 49Herndon, VA
Services provided
50% CRM Consulting and SI50% BI & Big Data Consulting & SIESpatial is a data analytics company and CRM consulting and SI company based in Dublin, Ireland and Herndon, Virginia. Their services include BI & big data consulting & SI and CRM consulting and SI.
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UndisclosedUndisclosed10 - 49Seaside, CA
Services provided
50% CRM Consulting and SI50% BI & Big Data Consulting & SIBusiness intelligence company and CRM consulting and SI company dKomplex IT is located in Seaside, California. Their services include BI & big data consulting & SI and CRM consulting and SI.
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UndisclosedUndisclosed10 - 49
Services provided
50% CRM Consulting and SI25% Business Consulting25% Generative AIActivePrime is a small CRM consulting and SI company headquartered in Mountain View, California. The team offers CRM consulting and SI and Business Consulting.
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UndisclosedUndisclosed10 - 49Austin, TX
Services provided
50% CRM Consulting and SI30% ERP Consulting and SI20% Business ConsultingHyperscayle LLC is a CRM consulting and SI company. Their small team is in Boston, Massachusetts and Austin, Texas. Their services include CRM consulting and SI and ERP consulting and SI.
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UndisclosedUndisclosed10 - 49Boulder, CO
Services provided
50% CRM Consulting and SI30% Business Consulting20% Marketing StrategyGabriel Sales is a CRM consulting and SI company. The team focuses on CRM consulting and SI and Business Consulting, and the agency is in Boulder, Colorado.
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UndisclosedUndisclosed10 - 49
Services provided
50% CRM Consulting and SI50% API DevelopmentMindCloud is a CRM consulting and SI and API Development company located in McMinnville, Oregon. Established in 2021, the team provides CRM consulting and SI and API Development.
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UndisclosedUndisclosed10 - 49Manchester, England
Services provided
50% CRM Consulting and SI50% Custom Software DevelopmentSandyx is a CRM consulting and SI and software development firm. They are headquartered in Manchester, England. Their team offers CRM consulting and SI and Custom Software Development.
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UndisclosedUndisclosed10 - 49Køge, Denmark
Services provided
50% CRM Consulting and SI50% ERP Consulting and SIMicroPartner A/S is a CRM consulting and SI and ERP consulting and SI company. The company is in Køge, Denmark. Their team focuses on CRM consulting and SI and ERP consulting and SI.
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UndisclosedUndisclosed10 - 49Warszawa, Poland
Services provided
50% CRM Consulting and SI50% ERP Consulting and SILaunched in 2021, Dyna-Soft Sp. Z o.o. Is a small CRM consulting and SI and ERP consulting and SI company. Their team focuses on CRM consulting and SI and ERP consulting and SI.
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Ability to Deliver (y-axis)
Ability to Deliver considers three criteria:
- Client feedback and reviews
- Work experience and previous projects
- Market presence and reputation in the industry
List of the Top 15 CRM Companies
-
$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.
Get matched with the 5 best-fit agencies for your project—in 4 minutes or less.