Top CRM Consultants in the United States
From the Bay Area’s Salesforce talent pool to Boston’s RevOps leaders and Austin’s fast-scaling SaaS scene, the United States is a global hub for customer relationship management experts. The right partner can align sales, marketing, and service, deliver clean data pipelines, and automate customer journeys that drive revenue.
Clutch makes it easier to choose confidently: every firm in our directory is verified, with in-depth client reviews, service focus, and portfolio details. Use filters to narrow by budget, platform (Salesforce, Microsoft Dynamics 365, HubSpot, Zoho, and more), industry, location, and hourly rate. Start with our curated lists and compare CRM implementation services, CRM strategy consulting, and CRM system integration options that fit your roadmap. Explore top firms globally or refine to the U.S. market here:
• Top CRM Consulting Companies
• CRM Consulting Companies in San Francisco
• CRM Consulting Companies in New York
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Featured
What are Featured Providers?
$5,000+$200 - $300 / hr10 - 49Serves United StatesServices provided
See all 96 projectsSet2Close is a CRM Consultancy specializing in CRM Implementation, Customer Relationship Management Consulting, and CRM Systems Integration. The company receives overwhelmingly positive feedback, with 100% of reviewers noting their deep expertise and personalized approach. Clients commend their ability to tailor CRM solutions precisely to business needs, highlighting their valuable training and seamless process management.
$1,000+$25 - $49 / hr50 - 249Serves United StatesServices provided
See all 97 projectsPeeklogic, LLC is a CRM Consultancy specializing in CRM Integration and CRM Systems Integration, with a strong focus on Salesforce solutions. Across their reviews, 100% of clients commend their project management and responsiveness, while 80% highlight their ability to streamline workflows and improve efficiency. Clients frequently note their excellent communication skills and solution-oriented approach. Feedback indicates no significant areas for improvement.
$5,000+$200 - $300 / hr50 - 249Serves United StatesServices 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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UndisclosedUndisclosed2 - 9St. Cloud, MN
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Based in St. Cloud, Minnesota, Fostering is a CRM consulting and SI company. Their services include CRM consulting and SI.
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UndisclosedUndisclosed10 - 49Overland Park, KS
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In Overland Park, Kansas, ProCore Resource Group is a small CRM consulting and SI company. The team provides CRM consulting and SI.
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Featured
What are Featured Providers?
$1,000+$25 - $49 / hr50 - 249Serves United StatesServices 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.
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UndisclosedUndisclosed2 - 9Schaumburg, IL
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Fort Knox Data Migration Services is a CRM consulting and SI company. They offer CRM consulting and SI and are located in Schaumburg, Illinois.
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UndisclosedUndisclosed2 - 9Goose Creek, SC
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Violet Consulting, LLC is a CRM consulting and SI company. The Goose Creek, South Carolina-based team provides CRM consulting and SI.
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UndisclosedUndisclosed2 - 9Shrewsbury, MA
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Kravit Group is a CRM consulting and SI company launched in 2011. The team focuses on CRM consulting and SI and is headquartered in Shrewsbury, Massachusetts.
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UndisclosedUndisclosed10 - 49Spokane, WA
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JAX Consulting is a CRM consulting and SI company headquartered in Spokane, Washington. They offer CRM consulting and SI and were founded in 2021.
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UndisclosedUndisclosed2 - 9Houston, TX
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Champcon Consulting, a CRM consulting and SI company, is in Houston, Texas. They offer CRM consulting and SI.
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UndisclosedUndisclosed2 - 9Aldie, VA
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Launched in 2018, JourneyBlazers is a CRM consulting and SI company. The team specializes in CRM consulting and SI and is based in Aldie, Virginia.
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UndisclosedUndisclosed2 - 9Santa Ana, CA
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Thompson Technology is a small CRM consulting and SI company based in Santa Ana, California. The team provides CRM consulting and SI.
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UndisclosedUndisclosed2 - 9Albany, CA
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Strategic Organizing Systems, a CRM consulting and SI company, is based in Albany, California. They provide CRM consulting and SI.
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UndisclosedUndisclosed50 - 249Fairfax, VA
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Vision Point Systems is a CRM consulting and SI company launched in 2002. The team provides CRM consulting and SI and is based in Fairfax, Virginia and London, England.
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UndisclosedUndisclosed10 - 49Burlington, MA
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CRM consulting and SI company Engagys LLC is headquartered in Burlington, Massachusetts. They specialize in CRM consulting and SI and Custom Software Development and were launched in 2017.
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UndisclosedUndisclosed10 - 49New York, NY
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Agile Cloud Consulting is a CRM consulting and SI company. The New York, New York-based company was launched in 2010. Their team provides CRM consulting and SI.
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UndisclosedUndisclosed2 - 9Scottsdale, AZ
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Rotive is a CRM consulting and SI company launched in 2020. The agency focuses on CRM consulting and SI, and is small.
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UndisclosedUndisclosed50 - 249Bridgewater Township, NJ
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ONIS Solutions is a CRM consulting and SI and Blockchain company headquartered in Bridgewater Township, New Jersey. Launched in 2010, the team focuses on CRM consulting and SI and Blockchain.
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UndisclosedUndisclosed2 - 9Plymouth, MN
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Founded in 2001, QSOL Inc is a CRM consulting and SI company. Their services include CRM consulting and SI.
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UndisclosedUndisclosed10 - 49Chantilly, VA
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Small CRM consulting and SI company FocalCXM, is in Chantilly, Virginia. Their services include CRM consulting and SI.
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UndisclosedUndisclosed250 - 999Plano, TX
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Founded in 2000, ETG Digital is a CRM consulting and SI company. Their team specializes in CRM consulting and SI.
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UndisclosedUndisclosed2 - 9Nashville, TN
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Insight Powered is a CRM consulting and SI company established in 2018. The team offers CRM consulting and SI and is in Nashville, Tennessee.
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UndisclosedUndisclosed2 - 9St. Louis, MO
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TeamCentric Technologies is a CRM consulting and SI company based in St. Louis, Missouri. They focus on CRM consulting and SI and were launched in 1984.
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UndisclosedUndisclosed10 - 49Murrieta, CA
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Cloudforia is a CRM consulting and SI company. Their small team is in Murrieta, California and offers CRM consulting and SI. The company was founded in 2019.
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UndisclosedUndisclosed2 - 9Los Angeles, CA
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Edgemont CRM, LLC is a CRM consulting and SI company. Founded in 2016, their team offers CRM consulting and SI.
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UndisclosedUndisclosed2 - 9Leesburg, VA
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Grafted Strategies, LLC is a CRM consulting and SI company founded in 2018. Their team offers CRM consulting and SI.
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UndisclosedUndisclosed2 - 9St. Petersburg, FL
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Miller Results Group is a CRM consulting and SI company. Launched in 2018, their team provides CRM consulting and SI.
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UndisclosedUndisclosed10 - 49Indianapolis, IN
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Zinc Partners LLC is a CRM consulting and SI company founded in 2016. The agency provides CRM consulting and SI and Mobile App Development.
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UndisclosedUndisclosed2 - 9Nashua, NH
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Hat-Trick Consulting is a CRM consulting and SI company launched in 2009. Their team provides CRM consulting and SI.
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UndisclosedUndisclosed10 - 49Manhattan Beach, CA
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Cloudpointe is a CRM consulting and SI company established in 2017. The team provides CRM consulting and SI.
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UndisclosedUndisclosed10 - 49Denver, CO
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CRM consulting and SI company Elevation Solutions is in Denver, Colorado. The team specializes in CRM consulting and SI.
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UndisclosedUndisclosedFreelancerIrvine, CA
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A4 International, Inc. Is a CRM consulting and SI company. In Irvine, California, the company was launched in 2015. Their team specializes in CRM consulting and SI.
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UndisclosedUndisclosed2 - 9Alexandria, VA
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MXA Solutions is a CRM consulting and SI company. The company is located in Alexandria, Virginia. Their services include CRM consulting and SI.
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UndisclosedUndisclosed2 - 9Silver Spring, MD
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Saasinct Solutions is a CRM consulting and SI company. The team provides CRM consulting and SI and is headquartered in Silver Spring, Maryland.
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UndisclosedUndisclosed10 - 49Houston, TX
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Cloufi is a CRM consulting and SI company. The small Houston, Texas-based team focuses on CRM consulting and SI and cloud consulting & SI. The company was founded in 2015.
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UndisclosedUndisclosed2 - 9Milwaukee, WI
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Better Partners is a CRM consulting and SI company. They were founded in 2010 and focus on CRM consulting and SI.
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UndisclosedUndisclosed2 - 9Belmont, CA
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BlackTab Solutions is a Belmont, California-based CRM consulting and SI company. Launched in 2015, the team focuses on CRM consulting and SI.
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UndisclosedUndisclosed2 - 9Aiken, SC
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CRM consulting and SI company Advance My Company offers CRM consulting and SI. They were founded in 2015.
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UndisclosedUndisclosed10 - 49Glendale, CA
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EMZ Cloud Solutions is a CRM consulting and SI company. Based in Glendale, California, their small team provides CRM consulting and SI and IT managed services. The company was launched in 2011.
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UndisclosedUndisclosed10 - 49Gainesville, FL
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Stony Point, Inc. Is a CRM consulting and SI company. Established in 2011, the company focuses on CRM consulting and SI.
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UndisclosedUndisclosed50 - 249Frisco, TX
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Ventas Consulting is a CRM consulting and SI company. The Frisco, Texas-based team provides CRM consulting and SI.
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UndisclosedUndisclosed2 - 9Greenacres, FL
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Launched in 2010, Yellow Brick Systems is a small CRM consulting and SI company. Their services include CRM consulting and SI.
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UndisclosedUndisclosed2 - 9Overland Park, KS
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NeuNet Technologies , a CRM consulting and SI company, was established in 2005. The team specializes in CRM consulting and SI.
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UndisclosedUndisclosed250 - 999Burlington, VT
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Big data company and CRM consulting and SI company Definitive Healthcare provides BI & big data consulting & SI and CRM consulting and SI. They were launched in 2011.
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UndisclosedUndisclosed50 - 249Nashville, TN
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Cloud Development Resources is a CRM consulting and SI company. They are in Nashville, Tennessee and have midsize team. Their team provides CRM consulting and SI and Custom Software Development.
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UndisclosedUndisclosed10 - 49Aberdeen Proving Ground, MD
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Blue Arc, LLC is a small Aberdeen Proving Ground, Maryland-based CRM consulting and SI company. Their services include CRM consulting and SI.
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UndisclosedUndisclosed50 - 249Reston, VA
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In Reston, Virginia, Macedon Technologies is a CRM consulting and SI company. The team specializes in CRM consulting and SI.
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UndisclosedUndisclosed2 - 9Cassopolis, MI
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Success with CRM Consulting Inc is a CRM consulting and SI company. They were launched in 2008 and offer CRM consulting and SI.
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UndisclosedUndisclosed1,000 - 9,999Dallas, TX
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Data Axle, a Direct Marketing company, offers Direct Marketing and Marketing Strategy. The firm is in Dallas, Texas.
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UndisclosedUndisclosed50 - 249Denver, CO
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Bits In Glass is a CRM consulting and SI company launched in 2002. Headquartered in Denver, Colorado, the team focuses on CRM consulting and SI.
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UndisclosedUndisclosed10 - 49San Francisco, CA
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Cadalys, Inc. Is a San Francisco, California-based CRM consulting and SI company. They focus on CRM consulting and SI.
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UndisclosedUndisclosed10 - 49Madeira Beach, FL
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CloudROI, a CRM consulting and SI company, was established in 2016. The firm specializes in CRM consulting and SI, and is small.
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UndisclosedUndisclosed50 - 249Cincinnati, OH
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CyanGate is a CRM consulting and SI company founded in 2007. The firm specializes in CRM consulting and SI, and is midsize.
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List of the Top 15 United States CRM Companies
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$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 -
$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
33.4/40.016.2/20 Reviews9.6/10 Clients & Experience7.6/10 Market PresenceService focus
50% CRM Consulting and SI50% 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 -
$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 -
$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+$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+$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 -
UndisclosedUndisclosed50 - 249Calabasas, CA
Ability to deliver
31.4/40.016.8/20 Reviews6.5/10 Clients & Experience8.1/10 Market PresenceService focus
70% CRM Consulting and SI30% Other -
$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 -
Undisclosed$150 - $199 / hr10 - 49St. Louis, MO
Ability to deliver
30.8/40.016.2/20 Reviews8.1/10 Clients & Experience6.6/10 Market PresenceService focus
60% CRM Consulting and SI40% Other -
$10,000+$25 - $49 / hr50 - 249Carlsbad, CA
Ability to deliver
34.6/40.017.4/20 Reviews7.5/10 Clients & Experience9.7/10 Market PresenceService focus
35% CRM Consulting and SI65% Other -
$10,000+$200 - $300 / hr10 - 49Grand Haven, MI
Ability to deliver
35.8/40.016.6/20 Reviews9.6/10 Clients & Experience9.6/10 Market PresenceService focus
35% CRM Consulting and SI65% Other -
$10,000+$100 - $149 / hr250 - 999Atlanta, GA
Ability to deliver
35.2/40.015.8/20 Reviews9.6/10 Clients & Experience9.8/10 Market PresenceService focus
20% CRM Consulting and SI80% Other -
$1,000+$50 - $99 / hr10 - 49Bellevue, WA
Ability to deliver
29.9/40.015.6/20 Reviews8/10 Clients & Experience6.3/10 Market PresenceService focus
60% CRM Consulting and SI40% Other -
$1,000+< $25 / hr50 - 249Denver, CO
Ability to deliver
40/40.020/20 Reviews10/10 Clients & Experience10/10 Market PresenceService focus
10% CRM Consulting and SI90% Other -
$5,000+$25 - $49 / hr250 - 999New York, NY
Ability to deliver
32.2/40.017/20 Reviews7.9/10 Clients & Experience7.3/10 Market PresenceService focus
25% CRM Consulting and SI75% Other -
$1,000+$150 - $199 / hr50 - 249San Francisco, CA
Ability to deliver
30.3/40.016.2/20 Reviews8.8/10 Clients & Experience5.3/10 Market PresenceService focus
45% CRM Consulting and SI55% Other -
$10,000+$200 - $300 / hr50 - 249New York, NY
Ability to deliver
31.6/40.015.2/20 Reviews7.6/10 Clients & Experience8.8/10 Market PresenceService focus
40% CRM Consulting and SI60% Other -
$10,000+$150 - $199 / hr10 - 49Palmetto Bay, FL
Ability to deliver
34.4/40.016.2/20 Reviews8.8/10 Clients & Experience9.3/10 Market PresenceService focus
35% CRM Consulting and SI65% Other -
$5,000+$100 - $149 / hr2 - 9Denver, CO
Ability to deliver
28.8/40.016.2/20 Reviews6.2/10 Clients & Experience6.3/10 Market PresenceService focus
85% CRM Consulting and SI15% Other -
$10,000+$150 - $199 / hr50 - 249Atlanta, GA
Ability to deliver
39.4/40.020/20 Reviews10/10 Clients & Experience9.4/10 Market PresenceService focus
10% CRM Consulting and SI90% Other -
$50,000+$150 - $199 / hr50 - 249Chicago, IL
Ability to deliver
39.1/40.020/20 Reviews9.8/10 Clients & Experience9.3/10 Market PresenceService focus
10% CRM Consulting and SI90% Other -
$5,000+$100 - $149 / hr10 - 49Plymouth, MN
Ability to deliver
30.5/40.015.6/20 Reviews10/10 Clients & Experience4.9/10 Market PresenceService focus
50% CRM Consulting and SI50% Other -
$25,000+$50 - $99 / hr50 - 249Sunny Isles Beach, FL
Ability to deliver
36.3/40.016.8/20 Reviews10/10 Clients & Experience9.5/10 Market PresenceService focus
20% CRM Consulting and SI80% Other -
$5,000+$150 - $199 / hr2 - 9Osseo, MN
Ability to deliver
34/40.016.2/20 Reviews9.2/10 Clients & Experience8.6/10 Market PresenceService focus
40% CRM Consulting and SI60% Other -
$50,000+$50 - $99 / hr50 - 249Los Angeles, CA
Ability to deliver
36.2/40.016.6/20 Reviews10/10 Clients & Experience9.6/10 Market PresenceService focus
20% CRM Consulting and SI80% Other -
$5,000+Undisclosed250 - 999Austin, TX
Ability to deliver
33.4/40.018/20 Reviews7.1/10 Clients & Experience8.3/10 Market PresenceService focus
20% CRM Consulting and SI80% Other -
$5,000+$150 - $199 / hr10 - 49McLean, VA
Ability to deliver
35.8/40.017.6/20 Reviews9.7/10 Clients & Experience8.5/10 Market PresenceService focus
25% CRM Consulting and SI75% Other
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U.S. CRM Consulting FAQs
U.S.-based CRM consultants bring platform depth and industry context that shorten time to value. Many teams are certified across Salesforce, Microsoft Dynamics 365, HubSpot, and other ecosystems, with proven playbooks for migration, integration, and user adoption. Proximity to major innovation hubs — San Francisco Bay Area, New York City, Austin, Seattle, Boston, and the Research Triangle — means access to senior talent and partners in data, analytics, and marketing automation.
For regulated sectors, U.S. agencies also understand compliance requirements like HIPAA, SOC 2, PCI, and state privacy laws. If your go-to-market spans sales, marketing, and customer success, a U.S. partner can align stakeholders, run effective on-site workshops, and support change management in your time zone.
Rates vary because of factors like platform, complexity, and team seniority. On Clutch, most U.S.-based CR consultancies charge:
- Hourly rates: typically $100 – $225 for U.S. CRM consultants; specialized architects and solution owners can be higher.
- Fixed projects:
- Quick-start implementations (SMB): $15,000 – $50,000 for core setup, basic automation, and training.
- Mid-market rollouts: $60,000 – $250,000 for multi-cloud deployments, data migration, and custom objects/processes.
- Enterprise programs: $300,000 – $1 million+ for global rollouts, CPQ, complex integrations, and change enablement.
- Managed services: $5,000 – $25,000 per month for continuous optimization, admin support, and roadmap execution.
Expect additional costs for platform licenses, add-ons (e.g., CPQ, Marketing Automation), data tools, and user training.
CRM agencies in the U.S. support a broad spectrum of markets and niches. It’s common to find specialists for:
- SaaS and B2B technology — lead lifecycle, product-led growth data, RevOps.
- Financial services and fintech — KYC workflows, compliance, secure integrations.
- Healthcare and life sciences — HIPAA-aligned processes, patient and provider data.
- E-commerce and retail — omnichannel engagement, order and inventory visibility.
- Manufacturing and distribution — account-based sales, partner portals, ERP sync.
- Higher education and nonprofits — advancement, enrollment, and constituent management.
- Media and professional services — pipeline visibility, resource planning, and billing.
Start by gauging their fit, not just features — thoroughly assess their:
- Platform expertise – confirm certifications and recent case studies in your platform.
- Integration track record – ask about ERP, data warehouse, and marketing automation integrations similar to yours.
- Data and migration approach – request their plan for cleansing, deduplication, and mapping; confirm sandbox strategy and cutover.
- Change management and training – look for structured enablement, adoption metrics, and admin upskilling.
- Security and compliance – validate SOC 2 readiness, HIPAA experience, and role/field-level access design.
- Team model – meet the delivery team, not just sales. Ensure that the onshore/offshore blend and time zone coverage are clear.
- Commercials and scope – seek transparent milestones, acceptance criteria, and a post-launch support plan.
Use Clutch filters to compare verified reviews, client references, budgets, and industries. Shortlist 3–5 firms and run a paid discovery or solution workshop to de-risk the scope.
- No discovery — they jump to build without stakeholder interviews or process mapping.
- Over-customization bias — heavy code vs. configurable, out-of-the-box features.
- Vague data plan — no detail on dedupe, merge rules, or validation logic.
- Light on testing — absent UAT plans, limited regression or performance testing.
- Thin documentation — no solution design, admin guides, or runbooks.
- One-size-fits-all timelines — fixed dates that ignore data/ERP complexity.
- No adoption strategy — training is an afterthought with no change plan.
- Ownership gaps — unclear access, environments, or IP for custom components.
Ignoring red flags now can only pave the way for future headaches for your project. Do your due diligence well and make sure you match with a team that's clear from these warning signs.