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 103 projectsSet2Close specializes in CRM Consulting and Systems Integration, with a strong focus on HubSpot implementation and optimization. The company has received overwhelmingly positive feedback, with 100% of reviewers highlighting their expertise, and personalized approach. Clients frequently commend Set2Close for their organizational skills and ability to tailor solutions to specific business needs, making them highly recommended for CRM services.
$1,000+$25 - $49 / hr50 - 249Serves United StatesServices provided
See all 107 projectsPeeklogic, LLC is a CRM Consultancy specializing in CRM Implementation, Integration, and Systems Integration, with a focus on Salesforce solutions. Their reviews reflect a high level of client satisfaction, with 100% of reviewers praising their project management, responsiveness, and tailored solutions. Clients consistently highlight Peeklogic’s ability to deliver on time and adapt to changing requirements, with several noting their deep expertise and clear communication as standout qualities.
$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+$25 - $49 / hr250 - 999Irving, TX
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Branding firm Kobie Marketing is located in Irving, Texas and St. Petersburg, Florida. The team specializes in Branding and Marketing Strategy.
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UndisclosedUndisclosed250 - 999Irving, TX
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Launched in 2003, Javelin Agency is a Marketing Strategy company. Headquartered in Irving, Texas, the team offers Marketing Strategy and Content Marketing.
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Featured
What are Featured Providers?
$5,000+$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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UndisclosedUndisclosed250 - 999Provo, UT
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InsideSales.com , an artificial intelligence firm, is based in Provo, Utah. Established in 2004, the team specializes in Artificial Intelligence and BI & big data consulting & SI.
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UndisclosedUndisclosed250 - 999Bellevue, WA
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Established in 1996, Launch Consulting is a midsize Bellevue, Washington-based IT strategy consulting company. Their services include IT strategy consulting and UX/UI Design.
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UndisclosedUndisclosed250 - 999Plano, TX
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CG Infinity, a custom software development firm, was established in 1998. The agency provides Custom Software Development and CRM consulting and SI, and is midsize.
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UndisclosedUndisclosed250 - 999Duluth, GA
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SplashBI is a big data analytics company. Located in Duluth, Georgia, the company offers BI & big data consulting & SI and CRM consulting and SI.
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UndisclosedUndisclosed250 - 999Irving, TX
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Midsize cloud consulting & SI company ComTec Information Systems (IT), is headquartered in Irving, Texas and Chicago, Illinois. The team offers cloud consulting & SI and CRM consulting and SI.
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UndisclosedUndisclosed250 - 999Austin, TX
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GPO is an Austin, Texas-based Content Marketing company. Their services include Content Marketing and Conversion Optimization.
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UndisclosedUndisclosed250 - 999Plano, TX
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Established in 2012, Tezo is an user experience design agency. The team provides UX/UI Design and IT strategy consulting.
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UndisclosedUndisclosed250 - 999Denver, CO
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Jobvite, a Recruiting company, was launched in 2006. They specializes in Recruiting and CRM consulting and SI.
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$1,000+< $25 / hr2 - 9Fishkill, NY
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See all 3 projectsHub Advisors is a CRM Consulting and Systems Integration company that excels in streamlining customer relationship management processes. They received overwhelmingly positive feedback, with clients appreciating their efficient CRM implementation and the substantial cost savings achieved, such as reducing HubSpot expenses by $22,000 annually. Their ability to integrate CRM with broader marketing strategies was a standout feature.
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$5,000+Undisclosed2 - 9Mission Viejo, CA
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ERPVAR, an ERP consulting and SI company, was established in 2012. The team offers ERP consulting and SI and Content Marketing and is headquartered in Mission Viejo, California.
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$75,000+$150 - $199 / hr10 - 49Phoenix, AZ
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MSS Business Transformation Advisory is an IT strategy consulting company. Their team is located in Phoenix, Arizona and specializes in IT strategy consulting and ERP consulting and SI.
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$1,000+$100 - $149 / hr50 - 249Germantown, MD
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Planet Technologies is a CRM consulting and SI company. Headquartered in Germantown, Maryland and Denver, Colorado, their team provides CRM consulting and SI and ERP consulting and SI.
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$25,000+$200 - $300 / hr50 - 249Irvine, CA
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Founded in 2007, Codazen is a software development company. Their services include Custom Software Development and Enterprise App Modernization.
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UndisclosedUndisclosed50 - 249Chicago, IL
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In Chicago, Illinois, Alexander Group is a midsize Marketing Strategy company. The team offers Marketing Strategy and CRM consulting and SI.
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UndisclosedUndisclosed50 - 249Woodbridge Township, NJ
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Established in 2003, Intone Networks is a big data company. The company specializes in BI & big data consulting & SI and cloud consulting & SI, and is midsize.
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UndisclosedUndisclosed50 - 249East Brunswick, NJ
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Resource Logistics Inc. Is an East Brunswick, New Jersey-based IT staff augmentation company. Their services include IT staff augmentation and CRM consulting and SI.
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UndisclosedUndisclosed50 - 249Atlanta, GA
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SPAR Solutions is a CRM consulting and SI company. The Atlanta, Georgia-based agency was launched in 2003. Their team provides CRM consulting and SI and cloud consulting & SI.
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UndisclosedUndisclosed50 - 249Beavercreek, OH
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Proaxia consulting group is a midsize Business Consulting company located in Beavercreek, Ohio and Spreitenbach, Switzerland. The team offers Business Consulting and CRM consulting and SI.
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UndisclosedUndisclosed50 - 249Spokane, WA
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Ignitium is a CRM consulting and SI company. Their midsize team is located in Spokane, Washington. Their services include CRM consulting and SI and Artificial Intelligence.
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$1,000+$50 - $99 / hr10 - 49Chicago, IL
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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
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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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$5,000+$100 - $149 / hr10 - 49El Segundo, CA
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Tallulah is a branding agency. Their small team of employees is headquartered in London, England and El Segundo, California. Their team focuses on Branding and Graphic Design.
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$10,000+Undisclosed10 - 49Tysons, VA
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Mahdlo Executive Advisors is a call center. The team is in Tysons, Virginia, and their services include Call Center Services and CRM 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
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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
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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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$25,000+< $25 / hr10 - 49Sheridan, WY
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Sraban Tech Private Limited is a small Sheridan, Wyoming-based custom software development firm. The team provides Custom Software Development and cloud consulting & SI.
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$1,000+$25 - $49 / hr10 - 49kingwood, TX
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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 - 9San Francisco, CA
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See all 3 projectsRevSculpt is a specialized outreach optimization company known for crafting industry-specific, data-driven communication systems. Reviews highlight an impressive 100% satisfaction rate, with clients noting exceptional project management and tailored outreach strategies. Approximately 70% of reviewers praise their innovative approach to signal-based systems, although some mention initial adjustments needed for industry-specific language.
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$25,000+$100 - $149 / hr50 - 249Miami, FL
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Founded in 2010, Imagineer Customer Experince is a Business Consulting company. The team focuses on Business Consulting and Marketing Strategy and is in Miami, Florida and Mexico City, Mexico.
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$5,000+$50 - $99 / hr50 - 249Dover, DE
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Worksbuddy is a Dover, Delaware-based AI Agents company. The team offers AI Agents and Generative AI.
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$1,000+$50 - $99 / hr10 - 49Belleville, IL
Services provided
See all 1 projectsKonect360 is a web development company noted for failing to deliver on promises, as seen in their development of a hosting website. The company received overwhelmingly negative feedback, with 100% of reviewers mentioning dissatisfaction due to unprofessional behavior and delays in project management. The engagement reportedly resulted in unmet expectations and payment issues.
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$10,000+$150 - $199 / hr10 - 49Round Rock, TX
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See all 6 projectsPowerSync is a CRM Consulting and Systems Integration company specializing in CRM implementation and integration services. Reviews highlight their professionalism, timely delivery, and effective communication, with 100% positive feedback praising their skilled team and smooth project execution. The engagement with PowerSync has been successful, with no areas needing improvement mentioned.
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$5,000+$150 - $199 / hr50 - 249New York, NY
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See all 1 projectsPeriti Digital is a CRM Consultancy specializing in CRM Implementation and Integration services. Overall feedback highlights their effective CRM Systems Integration and personalized approach, with 100% of reviewers appreciating their data integration capabilities. However, 50% noted challenges in matching their rapid pace of work.
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UndisclosedUndisclosed2 - 9Temecula, CA
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Map Ranking is a social media marketing agency. Founded in 2023, the agency specializes in Social Media Marketing and Search Engine Optimization.
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UndisclosedUndisclosed10 - 49Provo, UT
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Sawtooth Software Inc, a small CRM consulting and SI company, is located in Provo, Utah. Their services include CRM consulting and SI and Market Research.
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UndisclosedUndisclosed10 - 49Charleston, SC
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Cloud on Tap is a small Charleston, South Carolina-based cloud consulting & SI company. The team provides cloud consulting & SI and CRM consulting and SI.
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UndisclosedUndisclosed10 - 49Montgomery, IL
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CRM consulting and SI company Development Consulting Partners, LLC offers CRM consulting and SI and Custom Software Development. They are based in Montgomery, Illinois.
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UndisclosedUndisclosed10 - 49Manhattan, KS
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Bolt Data, a CRM consulting and SI company, was established in 2013. The agency offers CRM consulting and SI and IT managed services.
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UndisclosedUndisclosed10 - 49Bozeman, MT
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CRM consulting and SI company Zinovo is in Bozeman, Montana. The team provides CRM consulting and SI and Web Development.
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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
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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
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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 - 249Indianapolis, IN
Ability to deliver
31.6/40.017.4/20 Reviews10/10 Clients & Experience4.2/10 Market PresenceService focus
100% CRM Consulting and SI -
$1,000+$150 - $199 / hr50 - 249Atlanta, GA
Ability to deliver
29.9/40.016.2/20 Reviews9.6/10 Clients & Experience4.1/10 Market PresenceService focus
50% CRM Consulting and SI50% Other -
$1,000+$50 - $99 / hr50 - 249Dover, DE
Ability to deliver
29.9/40.020/20 Reviews5.7/10 Clients & Experience4.2/10 Market PresenceService focus
50% CRM Consulting and SI50% Other -
$10,000+$150 - $199 / hr10 - 49Los Angeles, CA
Ability to deliver
29.8/40.016.2/20 Reviews9.6/10 Clients & Experience4/10 Market PresenceService focus
100% CRM Consulting and SI -
$5,000+$100 - $149 / hr10 - 49Miami, FL
Ability to deliver
29.6/40.016.2/20 Reviews9.3/10 Clients & Experience4.1/10 Market PresenceService focus
100% CRM Consulting and SI -
UndisclosedUndisclosed50 - 249Calabasas, CA
Ability to deliver
29.3/40.016.4/20 Reviews6.5/10 Clients & Experience6.4/10 Market PresenceService focus
70% CRM Consulting and SI30% Other -
$10,000+$150 - $199 / hr10 - 49Seattle, WA
Ability to deliver
29.1/40.016.4/20 Reviews9.1/10 Clients & Experience3.7/10 Market PresenceService focus
70% CRM Consulting and SI30% Other -
$1,000+$150 - $199 / hr10 - 49Chicago, IL
Ability to deliver
29/40.015.8/20 Reviews9.3/10 Clients & Experience3.9/10 Market PresenceService focus
80% CRM Consulting and SI20% Other -
Undisclosed$150 - $199 / hr10 - 49St. Louis, MO
Ability to deliver
28.5/40.016.2/20 Reviews8.1/10 Clients & Experience4.3/10 Market PresenceService focus
60% CRM Consulting and SI40% Other -
$1,000+$100 - $149 / hr10 - 49Flower Mound, TX
Ability to deliver
28.3/40.016.2/20 Reviews8.5/10 Clients & Experience3.7/10 Market PresenceService focus
90% CRM Consulting and SI10% Other -
$25,000+$50 - $99 / hr50 - 249New York, NY
Ability to deliver
27.7/40.015.6/20 Reviews7.7/10 Clients & Experience4.5/10 Market PresenceService focus
60% CRM Consulting and SI40% Other -
$1,000+$150 - $199 / hr50 - 249San Francisco, CA
Ability to deliver
29/40.016.2/20 Reviews8.8/10 Clients & Experience4/10 Market PresenceService focus
45% CRM Consulting and SI55% Other -
$50,000+$150 - $199 / hr1,000 - 9,999New York, NY
Ability to deliver
27.4/40.016.2/20 Reviews6.8/10 Clients & Experience4.5/10 Market PresenceService focus
30% CRM Consulting and SI70% Other -
$5,000+$100 - $149 / hr10 - 49Plymouth, MN
Ability to deliver
29.3/40.015.6/20 Reviews10/10 Clients & Experience3.7/10 Market PresenceService focus
50% CRM Consulting and SI50% Other -
$1,000+$50 - $99 / hr10 - 49Bellevue, WA
Ability to deliver
27.1/40.015.4/20 Reviews8/10 Clients & Experience3.7/10 Market PresenceService focus
60% CRM Consulting and SI40% Other -
$10,000+$100 - $149 / hr250 - 999Atlanta, GA
Ability to deliver
31.8/40.015.8/20 Reviews9.6/10 Clients & Experience6.4/10 Market PresenceService focus
20% CRM Consulting and SI80% Other -
$10,000+$200 - $300 / hr10 - 49Grand Haven, MI
Ability to deliver
32.1/40.016.6/20 Reviews9.6/10 Clients & Experience5.9/10 Market PresenceService focus
35% CRM Consulting and SI65% Other -
$5,000+Undisclosed250 - 999Austin, TX
Ability to deliver
31.8/40.017.4/20 Reviews8.4/10 Clients & Experience5.9/10 Market PresenceService focus
20% CRM Consulting and SI80% Other -
$5,000+$100 - $149 / hr2 - 9Denver, CO
Ability to deliver
26.4/40.016.2/20 Reviews6.2/10 Clients & Experience4/10 Market PresenceService focus
85% CRM Consulting and SI15% Other -
UndisclosedUndisclosed50 - 249Milwaukee, WI
Ability to deliver
26.4/40.014.6/20 Reviews7.6/10 Clients & Experience4.2/10 Market PresenceService focus
100% CRM Consulting and SI -
$25,000+$50 - $99 / hr250 - 999Sunny Isles Beach, FL
Ability to deliver
31.4/40.016.2/20 Reviews10/10 Clients & Experience5.2/10 Market PresenceService focus
20% CRM Consulting and SI80% Other -
UndisclosedUndisclosed50 - 249Appleton, WI
Ability to deliver
26.1/40.015.6/20 Reviews6.2/10 Clients & Experience4.3/10 Market PresenceService focus
50% CRM Consulting and SI50% Other -
$5,000+$25 - $49 / hr250 - 999New York, NY
Ability to deliver
29.1/40.017/20 Reviews7.9/10 Clients & Experience4.2/10 Market PresenceService focus
25% CRM Consulting and SI75% Other -
$10,000+$150 - $199 / hr10 - 49Atlanta, GA
Ability to deliver
28/40.015.6/20 Reviews8.4/10 Clients & Experience4/10 Market PresenceService focus
50% CRM Consulting and SI50% Other -
$50,000+$50 - $99 / hr50 - 249Los Angeles, CA
Ability to deliver
33.3/40.016.2/20 Reviews10/10 Clients & Experience7.1/10 Market PresenceService focus
20% CRM Consulting and SI80% Other -
$1,000+< $25 / hr50 - 249Denver, CO
Ability to deliver
36/40.020/20 Reviews10/10 Clients & Experience6/10 Market PresenceService focus
10% CRM Consulting and SI90% Other -
$10,000+$200 - $300 / hr50 - 249New York, NY
Ability to deliver
27.9/40.015.2/20 Reviews7.6/10 Clients & Experience5.1/10 Market PresenceService focus
40% CRM Consulting and SI60% Other -
$10,000+$100 - $149 / hr50 - 249Carlsbad, CA
Ability to deliver
29.2/40.017.4/20 Reviews7.5/10 Clients & Experience4.3/10 Market PresenceService focus
35% CRM Consulting and SI65% Other -
$5,000+$100 - $149 / hr2 - 9New York, NY
Ability to deliver
26.9/40.016.2/20 Reviews7.3/10 Clients & Experience3.4/10 Market PresenceService focus
60% CRM Consulting and SI40% Other -
$5,000+$150 - $199 / hr2 - 9Osseo, MN
Ability to deliver
30.7/40.016.2/20 Reviews9.2/10 Clients & Experience5.3/10 Market PresenceService focus
40% CRM Consulting and SI60% 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.