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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$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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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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$50,000+$25 - $49 / hr10 - 49New York, NY
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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+Undisclosed2 - 9New York, NY
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Settle Data is a small big data company founded in 2026. Their services include BI & big data 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
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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+$100 - $149 / hr10 - 49El Segundo, CA
Services provided
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
Services provided
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
Services provided
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
Services provided
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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$5,000+$50 - $99 / hr10 - 49Miami, FL
Services provided
Zarasa - Software Solutions is a CRM consulting and SI company based in Miami, Florida and Montevideo, Uruguay. They focus on CRM consulting and SI and cloud consulting & 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
Services provided
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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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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$5,000+$200 - $300 / hr50 - 249New York, NY
Services provided
See all 3 projectsNomad Marketing Consulting, LLC is a CRM Consulting and Systems Integration firm known for their expert CRM implementation and integration services. With a 100% positive feedback rate, clients commend their proactive problem-solving approach and efficient project management. Notably, 80% of reviewers emphasized their ability to deliver actionable and organized project documentation, facilitating smooth transitions and autonomy for their clients.
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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
Services provided
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+$150 - $199 / hr2 - 9Winter Springs, FL
Services provided
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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$1,000+$50 - $99 / hr50 - 249Henrico, VA
Services provided
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
Services provided
Digital Rebel Marketing is a CRM consulting and SI company. In Nocona, Texas, their team specializes in CRM consulting and SI and Marketing Strategy.
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$1,000+Undisclosed50 - 249Boston, MA
Services provided
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
Services provided
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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$75,000+$25 - $49 / hr10 - 49San Diego, CA
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Founded in 2021, DigitalCrafters, a small user experience company, is in San Diego, California. Their team provides UX/UI Design and BI & big data consulting & SI.
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$5,000+Undisclosed2 - 9Charlotte, NC
Services provided
Small web development firm Prismo Marketing, is located in Charlotte, North Carolina. Their services include Web Development and CRM consulting and SI.
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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
Services provided
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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Software development company Western Computer is in Oxnard, California. They specialize in Custom Software Development and BI & big data consulting & SI.
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$1,000+$50 - $99 / hr2 - 9Dallas, TX
Services provided
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
Services provided
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
Services provided
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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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.