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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$1,000+$50 - $99 / hr10 - 49Chicago, IL
Services provided
Klein Consulting, LLC is a Chicago, Illinois-based business intelligence company. Their services include BI & big data consulting & SI and CRM consulting and SI.
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UndisclosedUndisclosed10 - 49West Palm Beach, FL
Services provided
CyberSells is a West Palm Beach, Florida-based IT strategy consulting company. Their services include IT strategy consulting and Digital Strategy.
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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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$1,000+$50 - $99 / hr10 - 49West Palm Beach, FL
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Retailbox is a CRM consulting and SI company launched in 2017. Their services include CRM consulting and SI and ERP consulting and SI.
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UndisclosedUndisclosed10 - 49Dallas, TX
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Founded in 2009, 3gistix, a small CRM consulting and SI company, is based in Dallas, Texas. Their team focuses on CRM consulting and SI and IT managed services.
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$1,000+$25 - $49 / hr10 - 49Meriden, CT
Services provided
NeeFox® is a social media marketing firm. They are in Meriden, Connecticut and Lahore, Pakistan. Their team focuses on Social Media Marketing and CRM consulting and SI.
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$1,000+$25 - $49 / hr10 - 49Watertown, MA
Services provided
Founded in 2015, Payment Guru is a social media marketing agency. Their services include Social Media Marketing and Search Engine Optimization.
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$1,000+$25 - $49 / hr10 - 49kingwood, TX
Services provided
Techingsol, a small CRM consulting and SI company, is based in kingwood, Texas. The team provides CRM consulting and SI and ERP consulting and SI.
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$5,000+Undisclosed2 - 9Knoxville, TN
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Launched in 2016, Second Mile is a Digital Strategy company. The team offers Digital Strategy and Content Marketing.
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UndisclosedUndisclosed2 - 9Fort Lauderdale, FL
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Established in 2017, Devellp Digital, a small Advertising company, is based in Fort Lauderdale, Florida. Their services include Advertising and Web Design.
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Undisclosed$100 - $149 / hr2 - 9Chandler, AZ
Services provided
CL James Consulting, LLC is a small Email Marketing company in Chandler, Arizona. The team provides Email Marketing and Business Consulting.
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$5,000+$150 - $199 / hr2 - 9New York, NY
Services provided
Forci is a CRM consulting and SI company launched in 2009. The small team offers CRM consulting and SI and Web Development.
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Undisclosed$150 - $199 / hr10 - 49Chicago, IL
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Cloudbakers is a small Chicago, Illinois-based unified communications consulting & SI company. Their services include unified communications consulting & SI and cloud consulting & SI.
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UndisclosedUndisclosed50 - 249San Francisco, CA
Services provided
Demanday intent driven is a Market Research company headquartered in San Francisco, California and Pune, India. They specialize in Market Research and IT strategy consulting.
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$25,000+$150 - $199 / hr10 - 49Stamford, CT
Services provided
NexVue is an ERP consulting and SI company. The team focuses on ERP consulting and SI and BI & big data consulting & SI and is located in Stamford, Connecticut.
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$1,000+$50 - $99 / hr10 - 49Anaheim, CA
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Nodus Technologies is an e-commerce development company. Their small team is located in Anaheim, California and China. Their services include E-Commerce Development and CRM consulting and SI.
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Undisclosed$150 - $199 / hr10 - 49New York, NY
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MIBAR.net is a CRM consulting and SI company. Their small team of employees is headquartered in New York, New York. Their team focuses on CRM consulting and SI and ERP consulting and SI.
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Undisclosed$150 - $199 / hr10 - 49Duluth, GA
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SIS Software is a CRM consulting and SI company. Headquartered in Duluth, Georgia, the firm offers CRM consulting and SI and ERP consulting and SI.
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Undisclosed$150 - $199 / hr10 - 49Renton, WA
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The Resource Group is a CRM consulting and SI company. Based in Renton, Washington, the agency was established in 1988. Their team specializes in CRM consulting and SI and ERP consulting and SI.
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$5,000+$150 - $199 / hr10 - 49Farmington Hills, MI
Services provided
The TM Group, a CRM consulting and SI company, was launched in 1984. Located in Farmington Hills, Michigan, the team focuses on CRM consulting and SI and ERP consulting and SI.
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Undisclosed$150 - $199 / hr10 - 49Jefferson, LA
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Coe & Company is a CRM consulting and SI company established in 1985. The team offers CRM consulting and SI and ERP consulting and SI.
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UndisclosedUndisclosed10 - 49Atlanta, GA
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Symmetrics Group is a Corporate Training & Coaching company established in 2010. Their services include Corporate Training & Coaching and CRM consulting and SI.
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$1,000+$100 - $149 / hr10 - 49Burbank, CA
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CRM consulting and SI company Skyline Consultants was founded in 2018. The agency offers CRM consulting and SI and IT managed services.
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UndisclosedUndisclosed10 - 49Cincinnati, OH
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Martin and Associates is a Cincinnati, Ohio-based CRM consulting and SI and ERP consulting and SI company. They focus on CRM consulting and SI and ERP consulting and SI and were established in 1988.
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UndisclosedUndisclosed10 - 49Madison, WI
Services provided
In Madison, Wisconsin, Emelar Consulting Group is a cloud consulting & SI company. They offer cloud consulting & SI and CRM consulting and SI.
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UndisclosedUndisclosed10 - 49Glen Allen, VA
Services provided
CloudQnect, LLC is a Glen Allen, Virginia-based CRM consulting and SI company. They specialize in CRM consulting and SI and IT managed services.
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UndisclosedUndisclosed10 - 49New York, NY
Services provided
Admin Within is a small CRM consulting and SI company headquartered in New York, New York. Their services include CRM consulting and SI and cloud consulting & SI.
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UndisclosedUndisclosed10 - 49San Diego, CA
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CRM consulting and SI company Corrao Group was established in 2002. The team offers CRM consulting and SI and cloud consulting & SI.
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UndisclosedUndisclosed10 - 49Washington, DC
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Founded in 2008, Digital Aquila Inc is a small Washington, District of Columbia-based CRM consulting and SI company. Their team provides CRM consulting and SI and Digital Strategy.
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UndisclosedUndisclosed10 - 49Austin, TX
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SalesLabX is a CRM consulting and SI company in Austin, Texas. Launched in 2018, the team offers CRM consulting and SI and Branding.
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UndisclosedUndisclosed10 - 49Houston, TX
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Endiem is a CRM consulting and SI company. The small Houston, Texas-based team offers CRM consulting and SI and BI & big data consulting & SI. The company was launched in 2012.
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UndisclosedUndisclosed10 - 49Herndon, VA
Services provided
CRM consulting and SI company EKASYS Inc. Was launched in 2010. The small team specializes in CRM consulting and SI and Cybersecurity.
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UndisclosedUndisclosed10 - 49Virginia Beach, VA
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CRM consulting and SI company Port & Starboard was founded in 2015. The team specializes in CRM consulting and SI and cloud consulting & SI.
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UndisclosedUndisclosed10 - 49Plano, TX
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Launched in 1998, CCP Global is a small CRM consulting and SI company. Their team focuses on CRM consulting and SI and ERP consulting and SI.
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UndisclosedUndisclosed10 - 49Four Corners, FL
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Cathexis Partners is a CRM consulting and SI company. The Four Corners, Florida-based firm was established in 2008. Their team provides CRM consulting and SI and Web Design.
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$1,000+$150 - $199 / hr2 - 9Los Angeles, CA
Services provided
Headquartered in Los Angeles, California and Los Angeles, California, IT21ST, LLC is an IT managed services company. Their services include IT managed services and cloud consulting & SI.
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$1,000+$200 - $300 / hrFreelancerCoatesville, PA
Services provided
See all 2 projectsThe Paro Consulting Group offers specialized CRM Consulting and Systems Integration services, focusing on optimizing customer experiences through strategic digital solutions. Reviews highlight their exceptional responsiveness and flexibility, with 100% positive feedback on their ability to align stakeholders and navigate open-ended challenges. Clients appreciate their transparent communication and accountability.
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$50,000+Undisclosed10 - 49New York, NY
Services provided
IPullRank is an user experience company. The company is based in New York, New York. Their team provides UX/UI Design and Content Marketing.
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$5,000+$150 - $199 / hr10 - 49New York, NY
Services provided
GOBI Technologies, Inc. Is a big data analytics company in New York, New York and Baltimore, Maryland. Their services include BI & big data consulting & SI and ERP consulting and SI.
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UndisclosedUndisclosed10 - 49Lakewood, CO
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ERP Advisors Group is an ERP consulting and SI company. They were established in 2010 and specialize in ERP consulting and SI and CRM consulting and SI.
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$25,000+$100 - $149 / hr10 - 49Fishers, IN
Services provided
Highbridge is a cloud consulting & SI company. Launched in 2020, the team provides cloud consulting & SI and IT staff augmentation. The agency is based in Fishers, Indiana.
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$1,000+$100 - $149 / hr10 - 49Phoenix, AZ
Services provided
Established in 2018, ParksideTech is an IT managed services company. The team offers IT managed services and IT strategy consulting and is headquartered in Phoenix, Arizona.
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$1,000+$100 - $149 / hr10 - 49New York, NY
Services provided
See all 2 projectsdigital marauders is a versatile digital marketing agency specializing in e-commerce solutions and digital strategy. They have been commended for their ability to significantly enhance digital marketing efficiency and drive substantial sales growth, with clients reporting revenue increases and improved user experiences. Approximately 100% of reviewers praise their project management skills and commitment to customer collaboration.
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Undisclosed$100 - $149 / hr2 - 9Scottsdale, AZ
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BizSolutions is a CRM consulting and SI company. Their small team is in Scottsdale, Arizona. Their team offers CRM consulting and SI and Email Marketing.
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$5,000+$200 - $300 / hr2 - 9Chandler, AZ
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Peoples Technologies is a Conversion Optimization company. The team provides Conversion Optimization and CRM consulting and SI, and the company is headquartered in Chandler, Arizona.
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$5,000+Undisclosed2 - 9Albuquerque, NM
Services provided
Located in Albuquerque, New Mexico, NM Web Kings is a CRM consulting and SI company. They specialize in CRM consulting and SI and Cybersecurity.
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UndisclosedUndisclosed2 - 9Raleigh, NC
Services provided
Peddle is a CRM consulting and SI company. Launched in 2022, the team specializes in CRM consulting and SI and Pay Per Click.
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$10,000+$150 - $199 / hr2 - 9Royal Oak, MI
Services provided
Established in 2020, zconsulto is a small ERP consulting and SI company. Their services include ERP consulting and SI and CRM consulting and SI.
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UndisclosedUndisclosed2 - 9Raleigh, NC
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BJC Media is a SEO services firm. The Raleigh, North Carolina-based company provides Search Engine Optimization and Pay Per Click.
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$10,000+Undisclosed2 - 9Roosevelt, UT
Services provided
Commander ERP is an ERP consulting and SI company. The team focuses on ERP consulting and SI and cloud consulting & SI, and the firm is headquartered in Roosevelt, Utah.
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$10,000+$100 - $149 / hr2 - 9Walnut Creek, CA
Services provided
Launched in 2023, MMs Metrics Lab LLC is an IT strategy consulting company. The small team offers IT strategy consulting and cloud consulting & 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
33.6/40.016.4/20 Reviews9.1/10 Clients & Experience8.1/10 Market PresenceService focus
70% CRM Consulting and SI30% Other -
$1,000+$150 - $199 / hr50 - 249Atlanta, GA
Ability to deliver
33.6/40.016.2/20 Reviews9.6/10 Clients & Experience7.7/10 Market PresenceService focus
50% CRM Consulting and SI50% Other -
$50,000+$150 - $199 / hr1,000 - 9,999New York, NY
Ability to deliver
32.9/40.016.2/20 Reviews6.8/10 Clients & Experience9.9/10 Market PresenceService focus
30% CRM Consulting and SI70% Other -
$1,000+$150 - $199 / hr10 - 49Chicago, IL
Ability to deliver
32.8/40.015.8/20 Reviews9.3/10 Clients & Experience7.7/10 Market PresenceService focus
80% CRM Consulting and SI20% Other -
$5,000+$100 - $149 / hr10 - 49Miami, FL
Ability to deliver
32.6/40.016.4/20 Reviews9.3/10 Clients & Experience6.9/10 Market PresenceService focus
100% CRM Consulting and SI -
$10,000+$150 - $199 / hr10 - 49Los Angeles, CA
Ability to deliver
31.9/40.016.2/20 Reviews9.6/10 Clients & Experience6.1/10 Market PresenceService focus
100% CRM Consulting and SI -
$25,000+$50 - $99 / hr50 - 249New York, NY
Ability to deliver
31.8/40.015.6/20 Reviews7.7/10 Clients & Experience8.5/10 Market PresenceService focus
60% CRM Consulting and SI40% Other -
UndisclosedUndisclosed50 - 249Milwaukee, WI
Ability to deliver
31.8/40.014.6/20 Reviews7.6/10 Clients & Experience9.6/10 Market PresenceService focus
100% CRM Consulting and SI -
UndisclosedUndisclosed50 - 249Calabasas, CA
Ability to deliver
31.4/40.016.8/20 Reviews6.5/10 Clients & Experience8.1/10 Market PresenceService focus
70% CRM Consulting and SI30% Other -
$1,000+$100 - $149 / hr10 - 49Flower Mound, TX
Ability to deliver
31.4/40.016.2/20 Reviews8.5/10 Clients & Experience6.7/10 Market PresenceService focus
90% CRM Consulting and SI10% Other -
Undisclosed$150 - $199 / hr10 - 49St. Louis, MO
Ability to deliver
30.8/40.016.2/20 Reviews8.1/10 Clients & Experience6.6/10 Market PresenceService focus
60% CRM Consulting and SI40% Other -
$10,000+$200 - $300 / hr10 - 49Grand Haven, MI
Ability to deliver
35.8/40.016.6/20 Reviews9.6/10 Clients & Experience9.6/10 Market PresenceService focus
35% CRM Consulting and SI65% Other -
$10,000+$25 - $49 / hr50 - 249Carlsbad, CA
Ability to deliver
34.2/40.017/20 Reviews7.5/10 Clients & Experience9.7/10 Market PresenceService focus
35% CRM Consulting and SI65% Other -
$10,000+$100 - $149 / hr250 - 999Atlanta, GA
Ability to deliver
35.2/40.015.8/20 Reviews9.6/10 Clients & Experience9.8/10 Market PresenceService focus
20% CRM Consulting and SI80% Other -
$1,000+$50 - $99 / hr10 - 49Bellevue, WA
Ability to deliver
29.9/40.015.6/20 Reviews8/10 Clients & Experience6.3/10 Market PresenceService focus
60% CRM Consulting and SI40% Other -
$1,000+< $25 / hr50 - 249Denver, CO
Ability to deliver
40/40.020/20 Reviews10/10 Clients & Experience10/10 Market PresenceService focus
10% CRM Consulting and SI90% Other -
$5,000+$25 - $49 / hr250 - 999New York, NY
Ability to deliver
32.2/40.017/20 Reviews7.9/10 Clients & Experience7.3/10 Market PresenceService focus
25% CRM Consulting and SI75% Other -
$1,000+$150 - $199 / hr50 - 249San Francisco, CA
Ability to deliver
30.3/40.016.2/20 Reviews8.8/10 Clients & Experience5.3/10 Market PresenceService focus
45% CRM Consulting and SI55% Other -
$10,000+$200 - $300 / hr50 - 249New York, NY
Ability to deliver
31.6/40.015.2/20 Reviews7.6/10 Clients & Experience8.8/10 Market PresenceService focus
40% CRM Consulting and SI60% Other -
$5,000+$100 - $149 / hr2 - 9Denver, CO
Ability to deliver
28.8/40.016.2/20 Reviews6.2/10 Clients & Experience6.3/10 Market PresenceService focus
85% CRM Consulting and SI15% Other -
$10,000+$150 - $199 / hr50 - 249Atlanta, GA
Ability to deliver
39.4/40.020/20 Reviews10/10 Clients & Experience9.4/10 Market PresenceService focus
10% CRM Consulting and SI90% Other -
$50,000+$150 - $199 / hr50 - 249Chicago, IL
Ability to deliver
39/40.020/20 Reviews9.1/10 Clients & Experience10/10 Market PresenceService focus
10% CRM Consulting and SI90% Other -
$10,000+$150 - $199 / hr10 - 49Palmetto Bay, FL
Ability to deliver
33.9/40.016.2/20 Reviews8.8/10 Clients & Experience8.9/10 Market PresenceService focus
35% CRM Consulting and SI65% Other -
$5,000+$100 - $149 / hr10 - 49Plymouth, MN
Ability to deliver
30.5/40.015.6/20 Reviews10/10 Clients & Experience4.9/10 Market PresenceService focus
50% CRM Consulting and SI50% Other -
$5,000+$150 - $199 / hr2 - 9Osseo, MN
Ability to deliver
34/40.016.2/20 Reviews9.2/10 Clients & Experience8.6/10 Market PresenceService focus
40% CRM Consulting and SI60% Other -
$50,000+$50 - $99 / hr50 - 249Los Angeles, CA
Ability to deliver
36.2/40.016.6/20 Reviews10/10 Clients & Experience9.6/10 Market PresenceService focus
20% CRM Consulting and SI80% Other -
$5,000+$100 - $149 / hr10 - 49El Segundo, CA
Ability to deliver
39.3/40.019.8/20 Reviews10/10 Clients & Experience9.5/10 Market PresenceService focus
10% CRM Consulting and SI90% Other -
$5,000+Undisclosed250 - 999Austin, TX
Ability to deliver
33.4/40.018/20 Reviews7.1/10 Clients & Experience8.3/10 Market PresenceService focus
20% CRM Consulting and SI80% Other -
$5,000+$150 - $199 / hr10 - 49McLean, VA
Ability to deliver
35.8/40.017.6/20 Reviews9.7/10 Clients & Experience8.5/10 Market PresenceService focus
25% CRM Consulting and SI75% Other
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U.S. CRM Consulting FAQs
U.S.-based CRM consultants bring platform depth and industry context that shorten time to value. Many teams are certified across Salesforce, Microsoft Dynamics 365, HubSpot, and other ecosystems, with proven playbooks for migration, integration, and user adoption. Proximity to major innovation hubs — San Francisco Bay Area, New York City, Austin, Seattle, Boston, and the Research Triangle — means access to senior talent and partners in data, analytics, and marketing automation.
For regulated sectors, U.S. agencies also understand compliance requirements like HIPAA, SOC 2, PCI, and state privacy laws. If your go-to-market spans sales, marketing, and customer success, a U.S. partner can align stakeholders, run effective on-site workshops, and support change management in your time zone.
Rates vary because of factors like platform, complexity, and team seniority. On Clutch, most U.S.-based CR consultancies charge:
- Hourly rates: typically $100 – $225 for U.S. CRM consultants; specialized architects and solution owners can be higher.
- Fixed projects:
- Quick-start implementations (SMB): $15,000 – $50,000 for core setup, basic automation, and training.
- Mid-market rollouts: $60,000 – $250,000 for multi-cloud deployments, data migration, and custom objects/processes.
- Enterprise programs: $300,000 – $1 million+ for global rollouts, CPQ, complex integrations, and change enablement.
- Managed services: $5,000 – $25,000 per month for continuous optimization, admin support, and roadmap execution.
Expect additional costs for platform licenses, add-ons (e.g., CPQ, Marketing Automation), data tools, and user training.
CRM agencies in the U.S. support a broad spectrum of markets and niches. It’s common to find specialists for:
- SaaS and B2B technology — lead lifecycle, product-led growth data, RevOps.
- Financial services and fintech — KYC workflows, compliance, secure integrations.
- Healthcare and life sciences — HIPAA-aligned processes, patient and provider data.
- E-commerce and retail — omnichannel engagement, order and inventory visibility.
- Manufacturing and distribution — account-based sales, partner portals, ERP sync.
- Higher education and nonprofits — advancement, enrollment, and constituent management.
- Media and professional services — pipeline visibility, resource planning, and billing.
Start by gauging their fit, not just features — thoroughly assess their:
- Platform expertise – confirm certifications and recent case studies in your platform.
- Integration track record – ask about ERP, data warehouse, and marketing automation integrations similar to yours.
- Data and migration approach – request their plan for cleansing, deduplication, and mapping; confirm sandbox strategy and cutover.
- Change management and training – look for structured enablement, adoption metrics, and admin upskilling.
- Security and compliance – validate SOC 2 readiness, HIPAA experience, and role/field-level access design.
- Team model – meet the delivery team, not just sales. Ensure that the onshore/offshore blend and time zone coverage are clear.
- Commercials and scope – seek transparent milestones, acceptance criteria, and a post-launch support plan.
Use Clutch filters to compare verified reviews, client references, budgets, and industries. Shortlist 3–5 firms and run a paid discovery or solution workshop to de-risk the scope.
- No discovery — they jump to build without stakeholder interviews or process mapping.
- Over-customization bias — heavy code vs. configurable, out-of-the-box features.
- Vague data plan — no detail on dedupe, merge rules, or validation logic.
- Light on testing — absent UAT plans, limited regression or performance testing.
- Thin documentation — no solution design, admin guides, or runbooks.
- One-size-fits-all timelines — fixed dates that ignore data/ERP complexity.
- No adoption strategy — training is an afterthought with no change plan.
- Ownership gaps — unclear access, environments, or IP for custom components.
Ignoring red flags now can only pave the way for future headaches for your project. Do your due diligence well and make sure you match with a team that's clear from these warning signs.