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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UndisclosedUndisclosed50 - 249King of Prussia, PA
Services provided
Eigen X is a CRM consulting and SI company. Based in King of Prussia, Pennsylvania, the company offers CRM consulting and SI and cloud consulting & SI.
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UndisclosedUndisclosed1,000 - 9,999Seattle, WA
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Slalom Build is an user experience design agency launched in 2001. Their services include UX/UI Design and 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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UndisclosedUndisclosed1,000 - 9,999Bonita Springs, FL
Services provided
Edenred Pay USA is a CRM consulting and SI company. Located in Bonita Springs, Florida and Secaucus, New Jersey, the agency offers CRM consulting and SI and Back Office Outsourcing.
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UndisclosedUndisclosed50 - 249Kalamazoo, MI
Services provided
Launched in 1981, SalesPage Technologies is a business intelligence company. The team offers BI & big data consulting & SI and CRM consulting and SI.
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UndisclosedUndisclosed50 - 249Santa Clara, CA
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Marrina Decisions is a Santa Clara, California-based CRM consulting and SI company. They specialize in CRM consulting and SI and Email Marketing and were founded in 2013.
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$5,000+$100 - $149 / hr50 - 249Westmont, IL
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RSTAR Technologies is a CRM consulting and SI company. The Westmont, Illinois-based agency was launched in 2000. Their team provides CRM consulting and SI and ERP consulting and SI.
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UndisclosedUndisclosed50 - 249Woburn, MA
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Intellezy, a Business Consulting company, is based in Woburn, Massachusetts and Lawrence, Massachusetts. They specialize in Business Consulting and CRM consulting and SI and were founded in 2016.
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$5,000+$150 - $199 / hr10 - 49Irvine, CA
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Arbela Technologies is a CRM consulting and SI company. They specialize in CRM consulting and SI and ERP consulting and SI and are headquartered in Irvine, California and Los Angeles, California.
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$25,000+$150 - $199 / hr50 - 249Houston, TX
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Established in 2003, Smartbridge is a midsize Houston, Texas-based IT strategy consulting company. Their team focuses on IT strategy consulting and BI & big data consulting & SI.
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$5,000+$200 - $300 / hr2 - 9Huntsville, AL
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Headquartered in Huntsville, Alabama, Image in a Box is an IT strategy consulting company. They provide IT strategy consulting and CRM consulting and SI and were established in 2012.
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UndisclosedUndisclosed50 - 249Southlake, TX
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IT strategy consulting company Access Global Group was founded in 2011. The team provides IT strategy consulting and CRM consulting and SI and is based in Southlake, Texas and Chicago, Illinois.
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$5,000+$50 - $99 / hr50 - 249Los Angeles, CA
Services provided
Established in 2012, DAX Software Solutions is an ERP consulting and SI company. Their team provides ERP consulting and SI and CRM consulting and SI.
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UndisclosedUndisclosed50 - 249Lake Mary, FL
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Launched in 2007, Integrass is an IT strategy consulting company. Their team specializes in IT strategy consulting and cloud consulting & SI.
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$10,000+$25 - $49 / hr50 - 249Indianapolis, IN
Services provided
Branding company Outrightsystems Pvt.Ltd. Was founded in 2025. In Indianapolis, Indiana, the team focuses on Branding and Search Engine Optimization.
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UndisclosedUndisclosed10 - 49Miami, FL
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Takúm is a small custom software development firm launched in 2013. Their team offers Custom Software Development and cloud consulting & SI.
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$10,000+Undisclosed2 - 9Montgomery, TX
Services provided
Gravity Digital in Texas is a PPC agency. The Montgomery, Texas-based team focuses on Pay Per Click and Video Production.
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$1,000+$150 - $199 / hr10 - 49Clearwater, FL
Services provided
CIO Advise, Inc. Is an IT strategy consulting company. The agency is based in Clearwater, Florida. Their team focuses on IT strategy consulting and BI & big data consulting & SI.
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$50,000+$25 - $49 / hr10 - 49New York, NY
Services provided
Mrzeph Tech is a graphic design company headquartered in New York, New York. They specialize in Graphic Design and CRM consulting and SI and were founded in 2020.
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$1,000+$50 - $99 / hr2 - 9Menands, NY
Services provided
See all 1 projectsupwise pro offers expertise in Zoho implementation services. The reviews highlight their honesty, professionalism, and effectiveness, with successful outcomes in integrating Zoho One apps across various business functions. Clients appreciate their small business-friendly approach and prompt responses, noting no areas for improvement.
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UndisclosedUndisclosed2 - 9Miami, FL
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ProdSpace is a small Miami, Florida-based cloud consulting & SI company. The team focuses on cloud consulting & SI and CRM consulting and SI.
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$10,000+$100 - $149 / hr50 - 249Naperville, IL
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Logic Pursuits is a Naperville, Illinois-based big data company. Founded in 2016, the team provides BI & big data consulting & SI and cloud consulting & SI.
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$250,000+$100 - $149 / hr50 - 249Chicago, IL
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Headquartered in Chicago, Illinois, ForceIQ is a midsize cloud consulting & SI company. The team specializes in cloud consulting & SI and CRM consulting and SI.
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$5,000+$25 - $49 / hr50 - 249Paramus, NJ
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Pletra Technologies is a midsize Pune, India-based cloud consulting & SI company. Their services include cloud consulting & SI and CRM consulting and SI.
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Undisclosed$25 - $49 / hr50 - 249Portland, OR
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American Chase is a midsize CRM consulting and SI company. They offer CRM consulting and SI and ERP consulting and SI and were founded in 2016.
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$10,000+$25 - $49 / hr50 - 249Austin, TX
Services provided
Established in 1995, Near Contact is a cloud consulting & SI company. Their services include cloud consulting & SI and CRM consulting and SI.
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$5,000+$50 - $99 / hr50 - 249Houston, TX
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Customer Service Outsourcing company Ridgeline Agency was founded in 2020. The team specializes in Customer Service Outsourcing and CRM consulting and SI and is located in Houston, Texas.
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$5,000+$100 - $149 / hr10 - 49El Segundo, CA
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Tallulah is a branding agency. Their small team of employees is headquartered in London, England and El Segundo, California. Their team focuses on Branding and Graphic Design.
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$1,000+$150 - $199 / hr2 - 9Portland, OR
Services provided
South Ventures is a Portland, Oregon-based Business Consulting company. They focus on Business Consulting and Web Design and were launched in 2016.
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UndisclosedUndisclosed10 - 49San Francisco, CA
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Established in 2016, ScreenMeet is a small San Francisco, California-based IT strategy consulting company. Their services include IT strategy consulting and CRM consulting and SI.
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$1,000+$25 - $49 / hr10 - 49Dover, DE
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Nectar Innovations LLC is a small Dover, Delaware-based CRM consulting and SI company. Their services include CRM consulting and SI and Web Development.
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$5,000+$50 - $99 / hr2 - 9Dover, DE
Services provided
See all 2 projectsAfef Ayed is a digital marketing agency specializing in Google AdWords and tracking metrics. Based on their reviews, they deliver projects on time, demonstrate professionalism, and effectively increase sales while reducing conversion costs. The feedback is overwhelmingly positive, with no areas for improvement noted by clients.
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Undisclosed$50 - $99 / hr10 - 49Pontiac, MI
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Located in Pontiac, Michigan, Concept Marketing Communication Group LLC is a branding firm. Founded in 2007, the team focuses on Branding and CRM consulting and SI.
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$1,000+$150 - $199 / hr10 - 49Jacksonville, FL
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Established in 2002, Lemington Consulting is a small Jacksonville, Florida-based software development company. Their services include Custom Software Development and BI & big data consulting & SI.
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$1,000+$150 - $199 / hr250 - 999San Ramon, CA
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Armanino McKenna is an ERP consulting and SI company located in San Ramon, California and Los Angeles, California. The team specializes in ERP consulting and SI and CRM consulting and SI.
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UndisclosedUndisclosed250 - 999Boston, MA
Services provided
Founded in 2009, dataxu is an Advertising company. The agency specializes in Advertising and BI & big data consulting & SI, and is midsize.
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UndisclosedUndisclosed250 - 999Eden Prairie, MN
Services provided
Eagle Creek is a midsize IT strategy consulting company. They focus on IT strategy consulting and BI & big data consulting & SI and were launched in 1999.
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UndisclosedUndisclosed250 - 999Chicago, IL
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Silvr Lining Group - A Spaulding Ridge Company, a cloud consulting & SI company, was founded in 2017. The midsize team specializes in cloud consulting & SI and CRM consulting and SI.
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UndisclosedUndisclosed250 - 999Irvine, CA
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In Irvine, California and Toronto, Canada, Denken Solutions, Inc. Is an IT strategy consulting company. The team focuses on IT strategy consulting and CRM consulting and SI.
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UndisclosedUndisclosed2 - 9Yardley, PA
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IT managed services company SyncraTec Solutions, LLC is in Yardley, Pennsylvania and Yardley, Pennsylvania. The team provides IT managed services and CRM consulting and SI.
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$1,000+$50 - $99 / hr2 - 9Seattle, WA
Services provided
Headquartered in Seattle, Washington, Entreprov is an Email Marketing company. They provide Email Marketing and CRM consulting and SI and were founded in 2017.
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$1,000+$150 - $199 / hr2 - 9Liberty Lake, WA
Services provided
See all 2 projectsRainierDigital specializes in CRM Consulting and Systems Integration, offering services such as CRM implementation and integration. Reviews consistently highlight their responsiveness, timeliness, and expert knowledge, with no negative feedback reported. Approximately 100% of reviewers commend their value for cost, cultural alignment, and successful project delivery.
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Undisclosed$150 - $199 / hr10 - 49Dublin, OH
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Established in 1993, Algorithm, Inc. Is a small Dublin, Ohio-based ERP consulting and SI company. Their services include ERP consulting and SI and CRM consulting and SI.
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Undisclosed$150 - $199 / hr10 - 49Arlington, TX
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Custom Information Services is an IT staff augmentation company. The team focuses on IT staff augmentation and CRM consulting and SI and is based in Arlington, Texas.
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$10,000+$100 - $149 / hr10 - 49Chicago, IL
Services provided
Catalyst Consulting group, a software development firm, is in Chicago, Illinois. Founded in 1992, the team provides Custom Software Development and IT managed services.
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$1,000+$50 - $99 / hr50 - 249Henrico, VA
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See all 2 projectsLean IT Inc. is a Salesforce consultancy firm specializing in IT infrastructure enhancement and process optimization. Reviewers unanimously praise their customized solutions, responsive project management, and expertise, with notable satisfaction regarding increased efficiency and data quality. Some suggest slight improvements in communication frequency, but overall, Lean IT Inc. receives overwhelmingly positive feedback for their dedication and innovative problem-solving approaches.
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$1,000+Undisclosed2 - 9Brady, TX
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Digital Rebel Marketing, a CRM consulting and SI company, is located in Brady, Texas. They specialize in CRM consulting and SI and Web Development.
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$1,000+Undisclosed50 - 249Boston, MA
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See all 1 projectsOutbound Sales Pro (OSP) is the top appointment setting and lead generation company helping B2B founders and sales leaders scale for a fraction of the cost of an in-house team. We generate hundreds
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Undisclosed< $25 / hr50 - 249Westminster, CO
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See all 1 projectsWADIC specializes in building and developing e-commerce platforms with custom features and integrations, notably using WordPress. Overall, clients commend WADIC's ability to deliver complex projects on time and exceed expectations. Their project management style, particularly their clear communication and understanding of client needs, is frequently highlighted as impressive.
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UndisclosedUndisclosed10 - 49New Orleans, LA
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Founded in 2015, rasa.io is a small New Orleans, Louisiana-based Email Marketing company. Their services include Email Marketing and Digital Strategy.
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Undisclosed$150 - $199 / hr10 - 49Santa Ana, CA
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C3 Business Solutions Inc. Is an ERP consulting and SI company based in Santa Ana, California. Established in 1997, the team offers ERP consulting and SI 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 - 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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How to Create a Budget for BI & Analytics Services [With Template]
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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.