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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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
Services provided
DDirect, a Direct Marketing company, was founded in 1989. Headquartered in Atlanta, Georgia, the team offers Direct Marketing 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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UndisclosedUndisclosed10 - 49Atlanta, GA
Services provided
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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$5,000+$200 - $300 / hr10 - 49Austin, TX
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See all 5 projectsAnticipated Digital is a CRM Consultancy specializing in CRM Implementation and CRM Integration services. However, feedback highlights major concerns, with 100% of reviewers criticizing their project management and professionalism. The negative experiences suggest significant operational shortcomings, including missed deadlines and lack of task completion.
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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
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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
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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
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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
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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
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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
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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
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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 digital marketing and web development agency specializing in e-commerce solutions and digital marketing strategies. Reviewers consistently praise their capacity to significantly enhance online sales and improve digital marketing efficiency, with one client doubling sales in a short period. Clients appreciate their attentive project management and personalized service, with around 80% of reviews highlighting their effective communication and commitment to client success.
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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
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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
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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
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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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$1,000+$25 - $49 / hr50 - 249Princeton, NJ
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Launched in 2012, Veelead is a midsize Robotics Process Automation company. Their services include Robotics Process Automation and IT strategy consulting.
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$1,000+$150 - $199 / hr50 - 249Aiken, SC
Services provided
Branding agency Webs Leagues was founded in 2022. The team provides Branding and Search Engine Optimization.
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$10,000+$150 - $199 / hr2 - 9Reno, NV
Services provided
NIIV Consulting is an IT strategy consulting company launched in 2011. The team offers IT strategy consulting and CRM consulting and SI.
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$1,000+$150 - $199 / hr2 - 9Winter Springs, FL
Services provided
Get Me Automated is a CRM consulting and SI company. Based in Winter Springs, Florida, the team specializes in CRM consulting and SI and IT managed services.
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$1,000+$100 - $149 / hr2 - 9Arkadelphia, AR
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Founded in 2023, Sidekick Creative Company is a social media marketing firm. The team offers Social Media Marketing and Email Marketing.
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$5,000+$100 - $149 / hr2 - 9Phoenix, AZ
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Prism Global Marketing Solutions is a Content Marketing company. The Phoenix, Arizona-based team provides Content Marketing and Email Marketing.
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Undisclosed$50 - $99 / hr1,000 - 9,999Pittsford, NY
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See all 1 projectsConcentrix Corporation specializes in CRM implementation and customization, notably transforming SugarCRM for clients. They are praised for their proactive collaboration, with 90% of clients valuing their strategic questioning and customer support. However, 10% suggest improvement in post-implementation follow-up. Their expertise aids businesses without robust IT knowledge, ensuring tailored CRM solutions.
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$1,000+$25 - $49 / hr10 - 49Cheyenne, WY
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See all 1 projectsElisol offers comprehensive services in web and mobile development, marketing, social media management, and SEO. Reviews highlight their ability to deliver integrated solutions and their commitment to client satisfaction. Clients praised their project management, timely delivery, and responsiveness, noting significant improvements in user engagement, efficiency, and brand visibility.
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$1,000+$50 - $99 / hr10 - 49Milwaukee, WI
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ILRAA Data & Analytics is a big data company. Their small team of employees is located in Milwaukee, Wisconsin. Their team provides BI & big data consulting & SI and ERP consulting and SI.
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$5,000+Undisclosed2 - 9New York, NY
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CultureCounts is a small Business Consulting company located in New York, New York. Their services include Business Consulting and HR Consulting.
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$10,000+$50 - $99 / hr2 - 9Ridgewood, NY
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E-commerce development company Digideo LLC was launched in 2012. The agency provides E-Commerce Development and Email Marketing, and is small.
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$1,000+$50 - $99 / hr250 - 999Irvine, CA
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Founded in 2009, Adamant Systems is an IT staff augmentation company. The agency specializes in IT staff augmentation and IT strategy consulting, and is midsize.
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$5,000+$50 - $99 / hr50 - 249Dover, DE
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WorksBuddy, an AI Agents company, focus on AI Agents and Generative AI. They were established in 2026.
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Undisclosed$150 - $199 / hr50 - 249Rocky Hill, CT
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Founded in 1985, Tallan, a midsize IT strategy consulting company, is based in Rocky Hill, Connecticut. Their services include IT strategy consulting and ERP consulting and SI.
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Undisclosed$150 - $199 / hr50 - 249New York, NY
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GPShopper, a mobile application development company, was established in 2007. In New York, New York, the team focuses on Mobile App Development and UX/UI Design.
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$10,000+$150 - $199 / hr50 - 249Chicago, IL
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DMC, Inc., a custom software development firm, is based in Chicago, Illinois and Somerville, Massachusetts. The team provides Custom Software Development and CRM consulting and SI.
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$10,000+$150 - $199 / hr50 - 249Walnut Creek, CA
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In Walnut Creek, California and Bainbridge Island, Washington, Spear Marketing Group is an Email Marketing company. The team specializes in Email Marketing and CRM consulting and SI.
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List of the Top 15 United States CRM Companies
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$5,000+$200 - $300 / hr50 - 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 -
$10,000+$25 - $49 / hr1,000 - 9,999Southborough, MA
Ability to deliver
36.8/40.016.8/20 Reviews10/10 Clients & Experience10/10 Market PresenceService focus
10% CRM Consulting and SI90% 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
Latest CRM Articles
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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.