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 100 projectsSet2Close is a CRM Consultancy and Systems Integration firm specializing in HubSpot onboarding, training, and integration. They receive overwhelmingly positive feedback, with clients appreciating their personalized, knowledgeable service and their ability to enhance HubSpot utility. With 100% of reviews highlighting their expertise and exceptional support, Set2Close is highly recommended for CRM Consulting and CRM SI services.
$1,000+$25 - $49 / hr50 - 249Serves United StatesServices provided
See all 103 projectsPeeklogic, LLC is a CRM Consulting firm specializing in CRM Systems Integration and Implementation, particularly focused on Salesforce. They consistently receive high praise for their responsiveness, expertise, and effective solutions, with 100% of reviewers noting their strong project management and timely delivery. Additionally, the company is commended for aligning with client needs, seamlessly integrating CRM solutions, and enhancing operational efficiency and process automation.
$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.
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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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Featured
What are Featured Providers?
$1,000+$25 - $49 / hr50 - 249Serves United StatesServices provided
See all 45 projectsComputan is a versatile web development company offering comprehensive services, including WordPress and HubSpot development, CMS integration, and digital marketing support. Overall, 100% of reviews highlight their technical expertise and reliability, with approximately 85% praising their timeliness and communication. Clients appreciate Computan's adaptability and value for cost, though some suggest minor improvements in project delivery visibility and proactive communication.
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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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UndisclosedUndisclosed10 - 49Dover, DE
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CETDIGIT is a CRM consulting and SI company. The Dover, Delaware-based agency was established in 2012. Their team specializes in CRM consulting and SI.
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UndisclosedUndisclosed50 - 249Dover, DE
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Dextara Digital is a CRM consulting and SI company established in 2019. Their services include CRM consulting and SI and Artificial Intelligence.
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UndisclosedUndisclosed2 - 9Cocoa Beach, FL
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Southern Cloud Solutions is a CRM consulting and SI company. The Cocoa Beach, Florida-based team specializes in CRM consulting and SI.
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UndisclosedUndisclosed10 - 49Walnut Creek, CA
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StarrData is a CRM consulting and SI company. Headquartered in Walnut Creek, California, their small team focuses on CRM consulting and SI. The agency was founded in 2009.
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UndisclosedUndisclosed10 - 49Seattle, WA
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Established in 1996, StratusG LLC is a CRM consulting and SI company. Their team offers CRM consulting and SI.
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UndisclosedUndisclosed10 - 49San Ramon, CA
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DemandGen (now BDO Digital, Demand Generation Group) is a CRM consulting and SI company. In San Ramon, California, the team provides CRM consulting and SI and Customer Service Outsourcing.
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UndisclosedUndisclosed10 - 49Chicago, IL
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Aleysian is a small CRM consulting and SI company. Established in 2004, the team specializes in CRM consulting and SI and Custom Software Development.
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UndisclosedUndisclosed10 - 49Seattle, WA
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CRM consulting and SI company Etumos was launched in 2014. The team provides CRM consulting and SI and is based in Seattle, Washington.
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UndisclosedUndisclosed250 - 999Fort Worth, TX
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Slingshot by WorkWave is a midsize CRM consulting and SI and answering service company based in Fort Worth, Texas. Their services include CRM consulting and SI and Call Center Services.
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UndisclosedUndisclosed250 - 999Philadelphia, PA
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Camelot ITLab is a midsize Mannheim, Germany-based CRM consulting and SI company. Their services include CRM consulting and SI and IoT development.
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UndisclosedUndisclosed10 - 49Irvine, CA
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Abelian is a CRM consulting and SI company established in 2017. Headquartered in Irvine, California, the team specializes in CRM consulting and SI and Mobile App Development.
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UndisclosedUndisclosed2 - 9New York, NY
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Founded in 2018, Rare Karma is a small CRM consulting and SI company. Their team specializes in CRM consulting and SI.
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UndisclosedUndisclosed50 - 249Phoenix, AZ
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Virtuous is a CRM consulting and SI company. They offer CRM consulting and SI and Financial Consulting and were launched in 2014.
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UndisclosedUndisclosed50 - 249Huntsville, AL
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Founded in 2009, HigherEchelon, Inc. Is a CRM consulting and SI and Corporate Training & Coaching company. The company focuses on CRM consulting and SI and Corporate Training & Coaching.
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UndisclosedUndisclosed50 - 249Boston, MA
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Flexspring is a CRM consulting and SI company. Headquartered in Levis, Canada and Boston, Massachusetts, the team focuses on CRM consulting and SI and Custom Software Development.
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UndisclosedUndisclosed10 - 49Apex, NC
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CRM consulting and SI company GridMate is based in Apex, North Carolina. Their services include CRM consulting and SI and BI & big data consulting & SI.
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UndisclosedUndisclosed10 - 49Fort Pierce, FL
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In Fort Pierce, Florida, Reas Marketing is a CRM consulting and SI company. They provide CRM consulting and SI and were founded in 2012.
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UndisclosedUndisclosed10 - 49San Dimas, CA
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Anand PAG Inc is a small CRM consulting and SI company located in San Dimas, California. The team offers CRM consulting and SI and BI & big data consulting & SI.
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UndisclosedUndisclosed10 - 49Austin, TX
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Founded in 2016, VertifyData is a CRM consulting and SI company. The company provides CRM consulting and SI and Business Consulting.
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UndisclosedUndisclosed2 - 9Wellesley, MA
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Fresh Brain Marketing is a small Wellesley, Massachusetts-based CRM consulting and SI company. Their services include CRM consulting and SI and Business Consulting.
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UndisclosedUndisclosed2 - 9Wilmington, DE
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CRM consulting and SI company Cr24 Inc is headquartered in Wilmington, Delaware. Their services include CRM consulting and SI and Business Consulting.
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UndisclosedUndisclosed50 - 249New York, NY
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Adswerve, Inc. Is a CRM consulting and SI company. Launched in 2009, the agency provides CRM consulting and SI and Conversion Optimization.
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UndisclosedUndisclosed50 - 249Tampa, FL
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CONTAQT is a CRM consulting and SI company. They were established in 2014 and focus on CRM consulting and SI and Conversion Optimization.
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UndisclosedUndisclosed2 - 9New York, NY
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Cognition CRM, a CRM consulting and SI company, is located in London, England and New York, New York. They provide CRM consulting and SI and Market Research and were established in 2012.
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UndisclosedUndisclosed50 - 249Seattle, WA
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Knock CRM is a CRM consulting and SI company. They are located in Seattle, Washington and have midsize team. Their services include CRM consulting and SI.
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UndisclosedUndisclosed2 - 9Seattle, WA
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Keyplay is a CRM consulting and SI company. The team is in Seattle, Washington, and their services include CRM consulting and SI.
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UndisclosedUndisclosed2 - 9Greenville, SC
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Located in Greenville, South Carolina, Blue Renegade Agency is a small CRM consulting and SI company. The team provides CRM consulting and SI.
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$5,000+$150 - $199 / hr10 - 49Laguna Beach, CA
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Giant Rabbit LLC is a small CRM consulting and SI company launched in 2006. Their team offers CRM consulting and SI and Web Development.
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UndisclosedUndisclosed10 - 49Atlanta, GA
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ANNUITAS is a Marketing Strategy company. The Atlanta, Georgia-based company was founded in 2013. Their services include Marketing Strategy and Digital Strategy.
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UndisclosedUndisclosed50 - 249Charlotte, NC
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Volt Technologies is an ERP consulting and SI company founded in 2021. The firm focuses on ERP consulting and SI and CRM consulting and SI.
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$5,000+Undisclosed50 - 249Plano, TX
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See all 5 projectsCreation Square offers mobile application development and design services for both Android and iOS platforms. The overall feedback from reviewers highlights the company's professionalism, timely delivery, and exceptional communication skills, often emphasizing their high-quality output and responsiveness. Clients consistently report satisfaction with the seamless workflow and the team's dedication to meeting project requirements.
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UndisclosedUndisclosed10 - 49Hollywood, FL
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LA Media Group is an Email Marketing company. Established in 2017, the team provides Email Marketing and Search Engine Optimization.
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$1,000+Undisclosed2 - 9Lakewood, CO
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Established in 2012, OnTask Recruiter by Realty Connection is a small CRM consulting and SI company. Their team specializes in CRM consulting and SI and Commercial Brokerage Services.
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UndisclosedUndisclosed10 - 49Houston, TX
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BizTRAQ is a CRM consulting and SI company. Established in 2019, their team provides CRM consulting and SI and Low/No Code Development.
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$5,000+$200 - $300 / hr10 - 49Centreville, VA
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Measured Results Marketing is a CRM consulting and SI company. The agency is located in Centreville, Virginia. Their team specializes in CRM consulting and SI and Digital Strategy.
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$5,000+$150 - $199 / hr50 - 249Franklin, TN
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Provisions Group is a CRM consulting and SI company. Their team is located in Franklin, Tennessee. The firm specializes in CRM consulting and SI and Marketing Strategy.
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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
33.6/40.016.4/20 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
32.6/40.016.4/20 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+$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+$25 - $49 / hr50 - 249Carlsbad, CA
Ability to deliver
34.2/40.017/20 Reviews7.5/10 Clients & Experience9.7/10 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 -
$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
39/40.020/20 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 -
$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+$100 - $149 / hr10 - 49El Segundo, CA
Ability to deliver
39.3/40.019.8/20 Reviews10/10 Clients & Experience9.5/10 Market PresenceService focus
10% CRM Consulting and SI90% 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.