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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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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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 - 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
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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
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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 - 9Nocona, TX
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Digital Rebel Marketing, a CRM consulting and SI company, was established in 2020. They provides 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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$25,000+$25 - $49 / hr50 - 249Frisco, TX
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ERP consulting and SI company Sainar Solutions Inc was founded in 2008. The team offers ERP consulting and SI and IT staff augmentation.
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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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UndisclosedUndisclosed10 - 49Plano, TX
Services provided
Tridius Technologies, an IT strategy consulting company, is based in Plano, Texas. They provide IT strategy consulting and CRM consulting and SI.
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UndisclosedUndisclosed10 - 49New York, NY
Services provided
Antarctic Agency, a Digital Strategy company, focus on Digital Strategy and Web Development. They were launched in 2012.
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$10,000+$50 - $99 / hr10 - 49Saint Paul, MN
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Media Garcia, a Digital Strategy company, was established in 2010. Located in Saint Paul, Minnesota, the team offers Digital Strategy and Search Engine Optimization.
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$25,000+$50 - $99 / hr50 - 249Birmingham, AL
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See all 1 projectsSam's Pickles is a CRM Consulting and SI company providing services such as CRM Systems Integration and CRM Implementation. They are praised for their affordability, commitment, and ability to build long-term relationships, with 100% of reviewers highlighting their timely delivery and professionalism. Both reviewers appreciated their agile approach, with one emphasizing the smooth transition and automation in CRM, and the other lauding their reliable product development services.
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UndisclosedUndisclosed50 - 249Oxnard, CA
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Established in 1987, Western Computer is a midsize big data analytics company. Their services include BI & big data consulting & SI and cloud consulting & SI.
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$1,000+$50 - $99 / hr2 - 9Dallas, TX
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Stellar Lift Consulting is a Dallas, Texas-based business intelligence company. Their services include BI & big data consulting & SI and CRM consulting and SI.
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$1,000+$25 - $49 / hr2 - 9Las Vegas, NV
Services provided
ThriveX Hub is a Digital Strategy company. Their small team of employees is based in Las Vegas, Nevada. Their team focuses on Digital Strategy and Email Marketing.
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$1,000+$25 - $49 / hr2 - 9Fishkill, NY
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The Arrow Group is a Sales Outsourcing company. The company is headquartered in Fishkill, New York. Their team provides Sales Outsourcing and Email Marketing.
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$1,000+$100 - $149 / hr2 - 9Longwood, FL
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Ops Automators is a small Business Consulting company based in Longwood, Florida. The team provides Business Consulting and CRM consulting and SI.
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UndisclosedUndisclosed250 - 999Fort Collins, CO
Services provided
See all 1 projectsMadwire is a marketing and advertising company. Based on the provided review, the feedback is overwhelmingly negative, with the client experiencing overcharging, incomplete projects, and ineffective workflow. The review highlights issues with accountability and lack of responsiveness, particularly regarding unreturned funds and samples, underscoring a need for truth in advertising.
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$1,000+$150 - $199 / hr2 - 9Chattanooga, TN
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Good Team, LLC is a CRM consulting and SI company. Located in Chattanooga, Tennessee, the company was established in 2020. Their services include CRM consulting and SI and Digital Strategy.
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Undisclosed$150 - $199 / hr2 - 9Boca Raton, FL
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JND Consulting Group is a cloud consulting & SI company. Their small team of employees is in Boca Raton, Florida. Their team specializes in cloud consulting & SI and CRM consulting and SI.
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$1,000+$150 - $199 / hr2 - 9Winter Springs, FL
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Get Me Automated is a small Winter Springs, Florida-based CRM consulting and SI company. The team specializes in CRM consulting and SI and Web Development.
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$5,000+$200 - $300 / hr2 - 9Marlborough, MA
Services provided
Key Performance Integrators, LLC is a Business Consulting company. Their team is located in Marlborough, Massachusetts and focuses on Business Consulting and CRM consulting and SI.
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UndisclosedUndisclosed250 - 999Irvine, CA
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BatchMaster Software, a custom software development company, provide Custom Software Development and cloud consulting & SI. They were founded in 1983.
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$1,000+< $25 / hr10 - 49Boston, MA
Services provided
Flevio is a social media marketing firm in Boston, Massachusetts and Red Hill, Australia. Established in 2015, the team focuses on Social Media Marketing and Web Design.
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Undisclosed$100 - $149 / hr10 - 49Cayce, SC
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D1 Technologies, an ERP consulting and SI company, was launched in 2007. The small team focuses on ERP consulting and SI and CRM consulting and SI.
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$1,000+$100 - $149 / hr10 - 49North Miami Beach, FL
Services provided
ALT Technical Consulting is a small IT managed services company founded in 1999. Their services include IT managed services and cloud consulting & SI.
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$5,000+Undisclosed10 - 49Indianapolis, IN
Services provided
Vibable is an Email Marketing company. Located in Indianapolis, Indiana, the team provides Email Marketing and Marketing Strategy.
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UndisclosedUndisclosed10 - 49Charlotte, NC
Services provided
Rithom Consulting LLC is a small cloud consulting & SI company headquartered in Charlotte, North Carolina. The team focuses on cloud consulting & SI and Social Media Marketing.
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UndisclosedUndisclosed10 - 49Omaha, NE
Services provided
Peer Sales Agency is a Business Consulting company. They are headquartered in Omaha, Nebraska. Their team offers Business Consulting and CRM consulting and SI.
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$1,000+$100 - $149 / hr2 - 9Brooksville, FL
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Established in 2018, Kelp Creative Agency is a small website development firm headquartered in Brooksville, Florida. Their team provides Web Development and CRM consulting and SI.
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UndisclosedUndisclosed10 - 49Ashburn, VA
Services provided
Future Global Services Inc is an IT strategy consulting company. The team provides IT strategy consulting and cloud consulting & SI and is headquartered in Ashburn, Virginia.
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$1,000+$25 - $49 / hr10 - 49San Francisco, CA
Services provided
Transformyze is a CRM consulting and SI company. Founded in 2022, the company is in San Francisco, California. Their services include CRM consulting and SI and IT managed services.
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UndisclosedUndisclosed10 - 49Woodbridge Township, NJ
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OzaIntel LLC is a big data analytics company founded in 2022. The team focuses on BI & big data consulting & SI and CRM consulting and SI and is based in Woodbridge Township, New Jersey.
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$5,000+$50 - $99 / hr10 - 49Milford Mill, MD
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Launched in 2024, Notion Providers is a CRM consulting and SI company. Located in Milford Mill, Maryland, the team offers CRM consulting and SI and Business Consulting.
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$100,000+< $25 / hr10 - 49New York, NY
Services provided
Finexus AI is an artificial intelligence company established in 2025. Their team offers Artificial Intelligence and CRM consulting and SI.
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$5,000+$50 - $99 / hr10 - 49Atlanta, GA
Services provided
CRM consulting and SI company Flextron Technologies LLC was founded in 2025. The firm offers CRM consulting and SI and Custom Software Development, and is small.
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$1,000+$25 - $49 / hr10 - 49Houston, TX
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XronAI is an IT strategy consulting company. Their team is headquartered in Houston, Texas. The agency offers IT strategy consulting and CRM consulting and SI.
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UndisclosedUndisclosed10 - 49Sacramento, CA
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SPACECRM is a CRM consulting and SI company. They are headquartered in Sacramento, California. Their team provides CRM consulting and SI and Advertising.
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$1,000+$100 - $149 / hr10 - 49Long Island City, NY
Services provided
Marena Cosmos Digital Agency is a custom software development firm. They provide Custom Software Development and UX/UI Design and are based in Long Island City, New York.
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UndisclosedUndisclosed2 - 9Parsippany-Troy Hills, NJ
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MSI Technologies, LLC is a CRM consulting and SI and ERP consulting and SI company. They were launched in 1977 and offer CRM consulting and SI and ERP consulting and SI.
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UndisclosedUndisclosed2 - 9Provo, UT
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In Provo, Utah, Pocomos Software is a CRM consulting and SI and Application Management & Support company. Their services include CRM consulting and SI and Application Management & Support.
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UndisclosedUndisclosed2 - 9Suwanee, GA
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GA Infotech is a CRM consulting and SI and Business Consulting company. The company is in Suwanee, Georgia. Their team focuses on CRM consulting and SI and Business Consulting.
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UndisclosedUndisclosed2 - 9Lancaster, PA
Services provided
In Lancaster, Pennsylvania, Ehst Systems and Controls LLC is a small CRM consulting and SI and IT strategy consulting company. Their services include CRM consulting and SI and IT 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
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.