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 102 projectsSet2Close is a CRM Consultancy specializing in CRM Implementation, Integration, and Customer Relationship Management Consulting. They receive consistently positive feedback, with 100% of reviews highlighting their expertise in HubSpot, exceptional project management, and personalized support. Clients particularly appreciate their organized approach and ability to tailor solutions to specific business needs, as noted in 80% of the reviews.
$1,000+$25 - $49 / hr50 - 249Serves United StatesServices provided
See all 104 projectsPeeklogic, LLC is a CRM Consultancy specializing in CRM Implementation, CRM Integration, and Customer Relationship Management Consulting. The company consistently receives positive feedback, with clients highlighting their professionalism, responsiveness, and ability to deliver projects on time. Approximately 100% of reviewers commend their effective communication and alignment with client company values, underscoring their expertise in CRM & Systems Integration.
$1,000+$25 - $49 / hr50 - 249Serves United StatesServices provided
See all 47 projectsComputan is a web development company that specializes in HubSpot and WordPress integration, offering services such as website development, CMS management, and CRM integration. The reviews reflect overwhelmingly positive feedback, with approximately 85% highlighting their technical fluency and timely delivery. A significant 70% of reviewers commend their adaptability and communication, emphasizing their role as a dependable partner rather than just a vendor.
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UndisclosedUndisclosed250 - 999Boston, MA
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Cervello is a big data company. Their midsize team is in Boston, Massachusetts and offers BI & big data consulting & SI and CRM consulting and SI. The agency was established in 2009.
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UndisclosedUndisclosed2 - 9Westminster, CO
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Headquartered in Westminster, Colorado, Northbound Consulting is a CRM consulting and SI company. They offer CRM consulting and SI.
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Featured
What are Featured Providers?
$5,000+$200 - $300 / hr50 - 249Serves United StatesServices provided
See all 15 projectsCloudMasonry is a CRM Consultancy specializing in CRM Implementation, CRM Integration, and Customer Relationship Management Consulting services. Their reviews reflect a high level of expertise, professionalism, and client satisfaction, with 100% of reviewers expressing positive feedback. Clients commend their proactive approach, knowledge in CRM systems, and ability to deliver projects on time and within budget.
$10,000+$25 - $49 / hr50 - 249Serves United StatesServices provided
See all 31 projectsCynoteck Technology Solutions Pvt. Ltd. is a CRM Consulting and Systems Integration company recognized for its strong work ethic and effective project management. The company successfully developed a robust CRM system for a real estate client, with 100% of feedback highlighting their responsiveness and eagerness to meet client needs.
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UndisclosedUndisclosed50 - 249Davidson, NC
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Located in Davidson, North Carolina, The Hunley Group is a CRM consulting and SI company. They focus on CRM consulting and SI and Market Research.
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UndisclosedUndisclosed2 - 9Carmel, IN
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Martek Ventures is a CRM consulting and SI company. The small Carmel, Indiana-based team specializes in CRM consulting and SI and Marketing Strategy. The company was established in 2019.
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UndisclosedUndisclosed2 - 9Brooklyn, NY
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Based in Brooklyn, New York, Levelscape Inc. Is a small CRM consulting and SI company. The team focuses on CRM consulting and SI.
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UndisclosedUndisclosed10 - 49Los Angeles, CA
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Local World Inc. Is a CRM consulting and SI company. They were launched in 2012 and focus on CRM consulting and SI.
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UndisclosedUndisclosed50 - 249Boston, MA
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J2 Interactive is a CRM consulting and SI company. They are in Boston, Massachusetts, and their services include CRM consulting and SI and IT managed services.
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UndisclosedUndisclosed10 - 49Pompton Lakes, NJ
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Esor Consulting Group is a CRM consulting and SI company. They are headquartered in Pompton Lakes, New Jersey and have small team of experts. Their services include CRM consulting and SI.
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UndisclosedUndisclosed50 - 249Arlington, VA
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PhoenixTeam is a CRM consulting and SI company. Established in 2015, the team focuses on CRM consulting and SI and Custom Software Development.
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UndisclosedUndisclosed10 - 49Seattle, WA
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ESage Group is a CRM consulting and SI company. The small Seattle, Washington-based team offers CRM consulting and SI. The firm was launched in 1998.
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UndisclosedUndisclosed2 - 9Portland, OR
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Established in 2017, Foglight Solutions is a CRM consulting and SI company. The team focuses on CRM consulting and SI.
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UndisclosedUndisclosed2 - 9Spring, TX
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Based in Spring, Texas, Dylan Gray Consulting is a small CRM consulting and SI company. Their services include CRM consulting and SI and Marketing Strategy.
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UndisclosedUndisclosed250 - 999West Henrietta, NY
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Navint Partners, a CRM consulting and SI and ERP consulting and SI company, was founded in 2010. The team provides CRM consulting and SI and ERP consulting and SI.
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UndisclosedUndisclosed2 - 9Austin, TX
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Invado Solutions, a small CRM consulting and SI company, is based in Austin, Texas. The team specializes in CRM consulting and SI.
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UndisclosedUndisclosed10 - 49El Segundo, CA
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Established in 2015, Omnivo Digital is a small CRM consulting and SI company based in El Segundo, California. Their team provides CRM consulting and SI and Web Design.
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UndisclosedUndisclosed10 - 49Phoenixville, PA
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Founded in 2013, Appluent Business Solutions is a CRM consulting and SI company. The small team offers CRM consulting and SI.
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UndisclosedUndisclosed10 - 49Santa Clara, CA
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Founded in 2017, Charket is a CRM consulting and SI company. The small team specializes in CRM consulting and SI.
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UndisclosedUndisclosed50 - 249Cottage Grove, MN
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CRM consulting and SI and ERP consulting and SI company Apex IT was established in 1997. The team focuses on CRM consulting and SI and ERP consulting and SI.
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UndisclosedUndisclosed10 - 49San Francisco, CA
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In San Francisco, California, ECHO Technology Solutions is a small CRM consulting and SI company. The team offers CRM consulting and SI.
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UndisclosedUndisclosed2 - 9Littleton, CO
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Launched in 2000, sFiles is a CRM consulting and SI company. The team provides CRM consulting and SI.
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UndisclosedUndisclosed10 - 49San Antonio, TX
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6Street Digital is a CRM consulting and SI company. Their small team is in San Antonio, Texas. Their services include CRM consulting and SI.
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UndisclosedUndisclosed10 - 49Sunnyvale, CA
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Wiserspread, a CRM consulting and SI company, is in Sunnyvale, California. They offer CRM consulting and SI and were founded in 2013.
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UndisclosedUndisclosed10 - 49Grapevine, TX
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Venn Technology is a Grapevine, Texas-based CRM consulting and SI company. Launched in 2015, the team provides CRM consulting and SI.
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UndisclosedUndisclosed2 - 9Austin, TX
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Tondro Consulting is a CRM consulting and SI company. Based in Austin, Texas, the team specializes in CRM consulting and SI.
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UndisclosedUndisclosed50 - 249Bridgewater Township, NJ
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Impaqtive is a CRM consulting and SI company. The agency is headquartered in Bridgewater Township, New Jersey. Their services include CRM consulting and SI.
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UndisclosedUndisclosed10 - 49Pleasant Hill, CA
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AARIN is a CRM consulting and SI company. Their small team is headquartered in Pleasant Hill, California and focuses on CRM consulting and SI. The firm was established in 2012.
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UndisclosedUndisclosed2 - 9Doylestown, PA
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Your Admin Team, LLC | Salesforce Consultants is a CRM consulting and SI company. They were founded in 2019, and their services include CRM consulting and SI and BI & big data consulting & SI.
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UndisclosedUndisclosed2 - 9Las Vegas, NV
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CRMNinjas is a CRM consulting and SI company located in Las Vegas, Nevada. They specialize in CRM consulting and SI and were launched in 2015.
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UndisclosedUndisclosed2 - 9Nashville, TN
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MC4 Solutions, a CRM consulting and SI company, was launched in 2018. The small team offers CRM consulting and SI.
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UndisclosedUndisclosed2 - 9Irving, TX
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Coeus Logix is an Irving, Texas-based CRM consulting and SI company. Established in 2017, the team offers CRM consulting and SI.
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UndisclosedUndisclosed2 - 9Alexandria, VA
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Southpoint Consulting Inc. Is a CRM consulting and SI company. They provide CRM consulting and SI and IT managed services and are headquartered in Alexandria, Virginia.
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UndisclosedUndisclosed10 - 49Lynchburg, VA
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Upsource Solutions is a CRM consulting and SI company. Their small team is based in Lynchburg, Virginia. Their services include CRM consulting and SI and cloud consulting & SI.
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UndisclosedUndisclosed2 - 9Dover, NH
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Sadhana Consulting, a small CRM consulting and SI company, is located in Dover, New Hampshire. Their services include CRM consulting and SI.
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UndisclosedUndisclosed10 - 49Kirkland, WA
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Launched in 2011, EightCloud is a CRM consulting and SI company. The team provides CRM consulting and SI and IT managed services and is located in Kirkland, Washington.
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UndisclosedUndisclosed10 - 49San Francisco, CA
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West Coast Consulting Group is a CRM consulting and SI company. The team specializes in CRM consulting and SI, and the agency is based in San Francisco, California.
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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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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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List of the Top 15 United States CRM Companies
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$5,000+$200 - $300 / hr50 - 249Indianapolis, IN
Ability to deliver
35.5/40.017.4/20 Reviews10/10 Clients & Experience8.1/10 Market PresenceService focus
100% CRM Consulting and SI -
$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 -
$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
32.4/40.016.2/20 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 -
$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 -
$10,000+$25 - $49 / hr50 - 249Carlsbad, CA
Ability to deliver
35/40.017.8/20 Reviews7.5/10 Clients & Experience9.7/10 Market PresenceService focus
35% CRM Consulting and SI65% Other -
UndisclosedUndisclosed50 - 249Calabasas, CA
Ability to deliver
31/40.016.4/20 Reviews6.5/10 Clients & Experience8.1/10 Market PresenceService focus
70% CRM Consulting and SI30% 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 -
$25,000+$50 - $99 / hr250 - 999Sunny Isles Beach, FL
Ability to deliver
35.7/40.016.2/20 Reviews10/10 Clients & Experience9.5/10 Market PresenceService focus
20% CRM Consulting and SI80% 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
29.7/40.015.4/20 Reviews8/10 Clients & Experience6.3/10 Market PresenceService focus
60% CRM Consulting and SI40% Other -
$5,000+Undisclosed250 - 999Austin, TX
Ability to deliver
34.7/40.018.4/20 Reviews8.4/10 Clients & Experience7.9/10 Market PresenceService focus
20% CRM Consulting and SI80% 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 -
$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 -
$10,000+$150 - $199 / hr50 - 249Chicago, IL
Ability to deliver
36.4/40.017/20 Reviews9.8/10 Clients & Experience9.6/10 Market PresenceService focus
20% CRM Consulting and SI80% Other -
$50,000+$150 - $199 / hr50 - 249Chicago, IL
Ability to deliver
39/40.020/20 Reviews9.1/10 Clients & Experience10/10 Market PresenceService focus
10% CRM Consulting and SI90% Other -
$10,000+$150 - $199 / hr10 - 49Palmetto Bay, FL
Ability to deliver
33.9/40.016.2/20 Reviews8.8/10 Clients & Experience8.9/10 Market PresenceService focus
35% CRM Consulting and SI65% 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 -
$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 -
$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.