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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$1,000+$25 - $49 / hr50 - 249New York, NY
Services provided
Concretio is a software development firm. The firm is based in New York, New York. Their services include Custom Software Development and CRM consulting and SI.
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$10,000+$50 - $99 / hr50 - 249Plano, TX
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Software development company ETG Global Services was launched in 2000. In Plano, Texas, the team offers Custom Software Development and cloud consulting & 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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$5,000+$100 - $149 / hr50 - 249Chicago, IL
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Imperium Dynamics is a CRM consulting and SI company. The Chicago, Illinois-based company was launched in 2021. Their services include CRM consulting and SI and IT managed services.
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$5,000+$200 - $300 / hr50 - 249Cumming, GA
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IT strategy consulting company SP Tech was established in 2015. The agency offers IT strategy consulting and cloud consulting & SI, and is midsize.
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$5,000+$150 - $199 / hr50 - 249Fitchburg, WI
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Based in Fitchburg, Wisconsin, Elevity is an IT strategy consulting company. Founded in 2020, the team focuses on IT strategy consulting and CRM consulting and SI.
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Undisclosed$200 - $300 / hr250 - 999Austin, TX
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Marketing Strategy company Shift Paradigm is headquartered in Austin, Texas and Scottsdale, Arizona. They provide Marketing Strategy and cloud consulting & SI and were founded in 2010.
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$5,000+$100 - $149 / hr50 - 249Santa Fe Springs, CA
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AtQor is a business intelligence company. The midsize Ahmedabad, India-based team focuses on BI & big data consulting & SI and cloud consulting & SI. The firm was launched in 2002.
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UndisclosedUndisclosed10 - 49Takoma Park, MD
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Pzmeer is a Sales Outsourcing company established in 2021. Their services include Sales Outsourcing and Market Research.
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$5,000+$150 - $199 / hr10 - 49Summit, NJ
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JPW Consulting is a CRM consulting and SI company. The Summit, New Jersey-based agency was established in 1997. Their services include CRM consulting and SI and Marketing Strategy.
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$1,000+< $25 / hr50 - 249Tinton Falls, NJ
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See all 1 projectsCorptec Technology Partners is a digital transformation company specializing in Salesforce, data integration, and custom solution development. Reviews highlight their structured project management and ability to deliver measurable improvements, such as a 30%-40% reduction in manual effort and improved data accuracy. They are commended for their pragmatic approach, collaboration, and adaptability, with positive feedback indicating successful outcomes aligned with long-term business goals.
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$5,000+< $25 / hr10 - 49Clearwater, FL
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In Clearwater, Florida and Pune, India, Core BI Solutions is a CRM consulting and SI company. They offer CRM consulting and SI and Sales Outsourcing and were established in 2023.
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$1,000+< $25 / hr10 - 49San Francisco, CA
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RevGen Genius is a CRM consulting and SI company established in 2022. The company specializes in CRM consulting and SI and Back Office Outsourcing.
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$1,000+$25 - $49 / hr10 - 49Austin, TX
Services provided
ExonPro Innovations is an Austin, Texas-based CRM consulting and SI company. Their services include CRM consulting and SI and cloud consulting & SI.
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$10,000+$50 - $99 / hr1,000 - 9,999Chicago, IL
Services provided
QUINNOX is an Application Testing company. The large Chicago, Illinois-based team offers Application Testing and cloud consulting & SI. The agency was launched in 2002.
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$10,000+$25 - $49 / hr250 - 999Houston, TX
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Established in 1999, TISA Software LLC is a midsize CRM consulting and SI company. Their services include CRM consulting and SI and IT staff augmentation.
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$1,000+< $25 / hr250 - 999Schaumburg, IL
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Rely Services Inc is a Back Office Outsourcing company. The Schaumburg, Illinois-based firm was launched in 1997. Their services include Back Office Outsourcing and CRM consulting and SI.
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UndisclosedUndisclosed250 - 999Dallas, TX
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Prudent Technologies and Consulting, Inc., a business intelligence company, is in Dallas, Texas. The team focuses on BI & big data consulting & SI and CRM consulting and SI.
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UndisclosedUndisclosed10 - 49Lexington, KY
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TrinSoft is an ERP consulting and SI company. Headquartered in Lexington, Kentucky, the company offers ERP consulting and SI and CRM consulting and SI.
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UndisclosedUndisclosed10 - 49New York, NY
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See all 1 projectsSibirtech builds cutting-edge information solutions for clients around the globe. Sibirtech creates reliable solutions that meet the changing needs of your business. We work with our partners to
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$1,000+$50 - $99 / hr2 - 9West Palm Beach, FL
Services provided
Pivotal Founders is a Marketing Strategy and CRM consulting and SI company. The West Palm Beach, Florida-based agency specializes in Marketing Strategy and CRM consulting and SI.
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$1,000+$25 - $49 / hr2 - 9Los Angeles, CA
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Established in 2024, JustCRM is a small Los Angeles, California-based CRM consulting and SI company. Their services include CRM consulting and SI and BI & big data consulting & SI.
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$1,000+$50 - $99 / hr10 - 49Troy, NY
Services provided
See all 8 projectsPropeller Plan is a CRM Consultancy specializing in CRM Implementation, Integration, and Systems Integration services. Their reviews highlight a 100% satisfaction rate, emphasizing strong project management, timely delivery, and high technical expertise, particularly in Salesforce. Approximately 75% of clients commend their ability to deliver valuable, customized solutions that integrate seamlessly with existing systems.
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$100,000+$100 - $149 / hr50 - 249Bentonville, AR
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Kitestring Consulting, Inc is an IT staff augmentation company located in Bentonville, Arkansas. Their services include IT staff augmentation and cloud consulting & SI.
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$10,000+< $25 / hr10 - 49Warrenville, IL
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Xcelpros Technologies Pvt. Ltd. Is a CRM consulting and SI company. The Warrenville, Illinois-based agency was launched in 2011. Their services include CRM consulting and SI and ERP consulting and
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$10,000+$200 - $300 / hr10 - 49New York, NY
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Navirum, a cloud consulting & SI company, was established in 2018. Headquartered in Montréal, Canada and New York, New York, the team provides cloud consulting & SI and CRM consulting and SI.
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$10,000+$100 - $149 / hr10 - 49Indianapolis, IN
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Expert Medical Billing is an IT managed services company. The company is located in Indianapolis, Indiana. Their team focuses on IT managed services and CRM consulting and SI.
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$1,000+$25 - $49 / hr10 - 49New York, NY
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SAP Tech is a cloud consulting & SI company. Launched in 2023, the company is based in New York, New York. Their services include cloud consulting & SI and CRM consulting and SI.
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Undisclosed$150 - $199 / hr50 - 249Grand Rapids, MI
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Open Systems Technologies, Inc., a CRM consulting and SI company, was founded in 1997. They focuses on CRM consulting and SI and E-Commerce Development.
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$10,000+$150 - $199 / hr2 - 9Folcroft, PA
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My Biz Consulting LLC, a SEO agency, is headquartered in Folcroft, Pennsylvania. Their services include Search Engine Optimization and CRM consulting and SI.
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$5,000+$25 - $49 / hr50 - 249Santa Clara, CA
Services provided
Located in Santa Clara, California, Opallios, Inc. Is a software development firm. They focus on Custom Software Development and BI & big data consulting & SI and were established in 2010.
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$1,000+$50 - $99 / hr2 - 9Brooklyn, NY
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See all 2 projectsCRMimplant - Out of Business was a CRM consultancy and implementation company specializing in automating and enhancing CRM systems for small to medium-sized businesses. Feedback from clients like Julia Valler Staffing & Events and Green Ductors was overwhelmingly positive, highlighting their professionalism, seamless project management, and impactful results. Notably, 100% of reviews praised their ability to exceed expectations and improve business performance.
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UndisclosedUndisclosed2 - 9Princeton, NJ
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Netrocon Digital, a CRM consulting and SI company, specialize in CRM consulting and SI and ERP consulting and SI. They were established in 2002.
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UndisclosedUndisclosed2 - 9South Portland, ME
Services provided
Pedal Lucid is a South Portland, Maine-based CRM consulting and SI company. They provide CRM consulting and SI and IT managed services and were founded in 2019.
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UndisclosedUndisclosed2 - 9Fountain Valley, CA
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Touchpoint Solutions is a CRM consulting and SI company. They provide CRM consulting and SI and IT managed services and are based in Fountain Valley, California.
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UndisclosedUndisclosed2 - 9Pittsburgh, PA
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WIN Digital Solutions is a CRM consulting and SI company. The Pittsburgh, Pennsylvania-based team specializes in CRM consulting and SI and IT managed services.
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UndisclosedUndisclosed2 - 9Ridgefield, CT
Services provided
Barnet Associates is a small Ridgefield, Connecticut-based CRM consulting and SI company. The team offers CRM consulting and SI and Custom Software Development.
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UndisclosedUndisclosed2 - 9Wilmington, DE
Services provided
Cool Nerd SAM is a small Wilmington, Delaware-based CRM consulting and SI company. Their services include CRM consulting and SI and SMS Marketing.
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UndisclosedUndisclosed250 - 999Tampa, FL
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Cloud consulting & SI company Enavate was launched in 2014. The team focuses on cloud consulting & SI and ERP consulting and SI.
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$1,000+$50 - $99 / hr10 - 49Union City, NJ
Services provided
See all 8 projectsAddax is a CRM Consulting and SI firm specializing in CRM implementation, integration, and optimization services. The reviews reflect a 100% satisfaction rate, highlighting their strategic approach, expertise, and excellent project management. Clients appreciate their innovative solutions, improved engagement rates, and the ability to tailor services to meet specific goals.
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$5,000+$100 - $149 / hr10 - 49New York, NY
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Cloud consulting & SI company Edison & Black was launched in 2017. Located in New York, New York, the team focuses on cloud consulting & SI and CRM consulting and SI.
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$10,000+$50 - $99 / hr1,000 - 9,999Teaneck, NJ
Services provided
IT strategy consulting company Ness Digital Engineering provides IT strategy consulting and cloud consulting & SI. They were launched in 1998.
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$10,000+Undisclosed50 - 249Dacula, GA
Services provided
QueueLogix, a Blockchain Marketing company, is located in Dacula, Georgia. Their services include Blockchain Marketing and CRM consulting and SI.
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UndisclosedUndisclosed10 - 49Orlando, FL
Services provided
Captivea USA is a small ERP consulting and SI company based in Orlando, Florida. The team focuses on ERP consulting and SI and CRM consulting and SI.
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Undisclosed$100 - $149 / hr10 - 49Carlsbad, CA
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FMT Consultants, LLC is a CRM consulting and SI company based in Carlsbad, California. The team focuses on CRM consulting and SI and ERP consulting and SI.
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$5,000+$150 - $199 / hr2 - 9Los Angeles, CA
Services provided
Established in 2017, Yoeweb Design, Inc. Is a small Los Angeles, California-based software development firm. Their team specializes in Custom Software Development and CRM consulting and SI.
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$5,000+$200 - $300 / hr10 - 49San Diego, CA
Services provided
In San Diego, California and Briarcliff Manor, New York, Platinum Cubed LLC is a CRM consulting and SI company. Their services include CRM consulting and SI and Business Consulting.
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$1,000+$50 - $99 / hr2 - 9San Jose, CA
Services provided
Based in San Jose, California, Maverick IT Alliance is an IT strategy consulting company. Established in 2024, the team provides IT strategy consulting and cloud consulting & SI.
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$1,000+$25 - $49 / hr250 - 999Albuquerque, NM
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ERP consulting and SI company MarkupChop was launched in 2014. Based in Albuquerque, New Mexico, the team specializes in ERP consulting and SI and Artificial Intelligence.
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Undisclosed$100 - $149 / hr2 - 9Plano, TX
Services provided
Headquartered in Plano, Texas and Bengaluru, India, eVerge Group is an ERP consulting and SI company. They focus on ERP consulting and SI and CRM consulting and SI and were established in 1993.
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$10,000+$100 - $149 / hr10 - 49New York, NY
Services provided
Beholder is a small Content Marketing company. Established in 1999, the team focuses on Content Marketing and CRM consulting and SI.
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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
Latest CRM Articles
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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.