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
15 Leaders 15 Contenders
2,431 Companies
List of the Top United States CRM Companies
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Featured
What are Featured Providers?
$5,000+$200 - $300 / hr10 - 49Serves United StatesServices provided
40% CRM Consulting and SI10% Account-Based Marketing10% Digital Strategy +4 services10% Email Marketing10% Recruiting10% Sales Outsourcing10% StaffingSee 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.
Reviews mention Unique expertise
Set2Close has received commendable feedback regarding its unique expertise, particularly in CRM implementation and operational efficiency. Clients have noted the team's deep knowledge and ability to provide tailored solutions that address specific business needs. For instance, one client highlighted the actionable and specific answers provided by Set2Close, which facilitated a smooth project execution. Overall, the sentiment reflects a strong appreciation for Set2Close's consulting capabilities, with clients emphasizing the value of their personalized support and industry understanding.-
LinkedIn Marketing Services for Outsourced Accounting Co
5.0 Jun 20, 2025Set 2 Close's expertise was terrific; their advice was tangible and practical. I could--and continue to--use what I learned from week to week.
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Sales & Lead Gen Funnel Refining for Digital Mktg Agency
5.0 Nov 28, 2025Thanks to their expertise, we now have sophisticated reporting on email flow performance, lead journeys, and a detailed sales leaderboard, giving us the data necessary to understand our business functions and strategically plan long-term initiatives, including the development of our loyalty program.
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CRM System Implementation for ERP Platform Company
5.0 Dec 3, 2025Set2Close's consulting staff brought a high level of expertise and industry understanding to the project, consistently demonstrating deep knowledge of CRM architecture, sales process optimization, and marketing automation best practices. They went above and beyond the standard scope by proactively identifying gaps, suggesting improvements, and offering strategic guidance that strengthened both the technical setup and the operational workflows.
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CRM Consulting for IT Services Company
5.0 Feb 27, 2026I highly recommend their services for any business looking to scale with HubSpot through truly personalized expertise.
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15 of 15 reviews are 5 stars15 new reviews for CRM Consulting and SI servicesLess than $10,000 avg. project costRead 15 Recent ReviewsReviewed 15 times in the past 6 months
In the past six months, Set2Close has garnered positive feedback for its organized and detail-oriented approach to CRM implementations, particularly with HubSpot. Clients praised team members like Jeremy and Miles for their expertise, patience, and ability to tailor solutions to specific needs. Notable outcomes included enhanced sales automation and improved team confidence in using HubSpot. Overall, clients expressed satisfaction with the company's responsiveness and support, with many indicating a strong willingness to continue collaboration.Was this helpful?
Average Project Cost Breakdown
Read All ReviewsWhat Clients Have Said
Set2Close is frequently recognized for its cost-effectiveness and overall value, with clients noting that their pricing fits within budget constraints while delivering significant results. For instance, one client emphasized that Set2Close's services saved them $2-5k on setup costs, while another highlighted the good value for cost and effective solutions tailored to their needs. Overall, client sentiment reflects satisfaction with the company's ability to provide high-quality support at a reasonable price.Was this helpful?
More responsive than most other service providers
Get in TouchSet2Close is very responsive
They are a great candidate to start a conversation with. Send them a short message or project inquiry.Was this helpful?
$1,000+$25 - $49 / hr50 - 249Serves United StatesServices provided
70% CRM Consulting and SI10% AI Development10% API Development +1 service10% IT Staff AugmentationSee 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.
16 of 16 reviews are 5 stars12 new reviews for CRM Consulting and SI servicesLess than $10,000 avg. project costRead 16 Recent ReviewsReviewed 16 times in the past 6 months
In recent reviews, clients have consistently praised Peeklogic, LLC for their strong project management, effective communication, and high-quality deliverables. Notably, one client highlighted their ability to restore a project abandoned by a previous contractor, resulting in a stable integration that improved customer experience. Another emphasized the team's responsiveness and expertise in Salesforce, leading to enhanced operational efficiency. Overall, client sentiment is overwhelmingly positive, with no significant areas for improvement identified.Was this helpful?
45 of 49 CRM Consulting and SI reviews are 5 stars12 new reviews for CRM Consulting and SI in past 6 monthsLess than $10,000 avg. project costRead 49 ReviewsCRM Consulting and SI PROJECT HIGHLIGHT
Custom CRM System Design for Monitoring Company
5.0 — Peeklogic, LLC has designed a custom CRM system for a monitoring company. Read moreWas this helpful?
More responsive than most other service providers
Get in TouchPeeklogic, LLC is very responsive
They are a great candidate to start a conversation with. Send them a short message or project inquiry.Was this helpful?
$8,000 Teams needing ongoing admin support $10,000 Organizations needing regular development work $12,000 Organizations using multiple Salesforce CloudsView PackagesDedicated Salesforce Team (Admin/Developer)
Get a dedicated Salesforce team to continuously manage, develop, and optimize your Salesforce environment. Peeklogic provides experienced Salesforce administrators and developers who work as an extension of your teamWas this helpful?
$1,000+$25 - $49 / hr50 - 249Serves United StatesServices provided
40% CRM Consulting and SI30% E-Commerce Development30% Web DevelopmentSee 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.
Reviews mention Unique expertise
Clients consistently commend Computan for their unique expertise, particularly in website design and HubSpot integration. One client highlighted their ability to create modern, user-friendly designs that significantly increased website traffic. Another praised their professionalism and organized project management, noting timely results and effective communication. Overall, the sentiment is highly positive, with clients expressing confidence in Computan's capabilities and recommending them for their deep understanding of digital marketing and branding strategies.-
Website Revamp & Redesign for Purchasing & Consulting Firm
5.0 Apr 6, 2022Computan was highly flexible, and they could quickly adapt to our needs. We’d asked them for a standardized approach and a set theme across our channels. We also asked them for templates we could use internally to make our lives easier going forward — they did a fantastic job here while also upgrading our branding. Moreover, during our prior iteration, they were able to work within our bounds, especially as we were migrating and becoming comfortable with the new environment. It also helped that they were experts in HubSpot. Overall, their work was clean, replicable, and free of any errors that would pop up in weeks, months, or even years down the road.
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2 of 2 reviews are 5 stars$10,000 – $49,000 avg. project costRead 2 Recent ReviewsReviewed 2 times in the past 6 months
Recent reviews of Computan highlight strong client satisfaction, particularly regarding their responsiveness and technical expertise. One client noted significant improvements in website speed and user engagement, while another praised Computan's ability to deliver a complex HubSpot integration on time and within budget. Clients appreciated the transparent communication and perceived partnership throughout projects. However, a suggestion for improvement included better coverage during team absences to maintain continuity in communication.Was this helpful?
Average Project Cost Breakdown
Read All ReviewsWhat Clients Have Said
Computan is often praised for its competitive pricing and overall value for money. Clients have highlighted that their costs align well with budgets while delivering high-quality output. For instance, one client noted that Computan's services saved them significant labor costs, while another remarked on the exceptional quality of work relative to the cost, stating, 'I have not seen this level of quality for the cost in any agency I have worked with.' Overall, feedback indicates a strong sentiment that Computan provides excellent value for their services.Was this helpful?
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UndisclosedUndisclosed10 - 49Washington, DC
Services provided
40% CRM Consulting and SI30% Cloud Consulting & SI30% Digital StrategyFounded 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
Services provided
40% CRM Consulting and SI20% Branding20% Digital Strategy +1 service20% Web DesignSalesLabX 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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Featured
What are Featured Providers?
$5,000+$200 - $300 / hr50 - 249Serves United StatesServices provided
100% CRM Consulting and SISee 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.
Reviews mention Unique expertise
Clients have consistently praised CloudMasonry for their unique expertise, particularly in Salesforce Marketing Cloud. One client highlighted their ability to deeply understand needs and translate them into actionable solutions, noting their proactive approach and attention to detail. The team was commended for their responsiveness and flexibility, ensuring that project goals were met while setting the foundation for long-term success. Overall, the sentiment reflects a high level of satisfaction with CloudMasonry's specialized knowledge and commitment to delivering value.-
Custom Software Development for Financial Services Company
5.0 Jun 7, 2024Our experience with CloudMasonry has been impressive, primarily due to the consultant's knowledge and expertise in Salesforce. She answered questions quickly and gave clear explanations that we were able to understand as beginners to the system. Not only did CloudMasonry solve countless requests during our time working together, we also feel more educated and prepared to take on new projects.
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6 of 6 CRM Consulting and SI reviews are 5 stars$50,000 – $199,999 avg. project costRead 6 ReviewsCRM Consulting and SI PROJECT HIGHLIGHT
Salesforce Support for Publishing Company
5.0 — CloudMasonry provides Salesforce support to a publishing firm. The team has set up a new Salesforce Service Cloud instance and transferred all customer service emails from the legacy platform into Read moreWas this helpful?
Average Project Cost Breakdown
Read All ReviewsWhat Clients Have Said
Clients consistently praise CloudMasonry for their competitive pricing and overall value. Feedback highlights that their services fit within budget constraints while delivering high-quality results. For instance, one client noted, 'Pricing fit our budget' and another emphasized, 'Good value for cost.' Overall sentiment reflects satisfaction with the company's ability to meet financial expectations, with multiple reviewers expressing that CloudMasonry offers a strong return on investment through effective project management and timely delivery.Was this helpful?
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$10,000+$25 - $49 / hr50 - 249Serves United StatesServices provided
50% CRM Consulting and SI10% AI Agents10% AI Development +3 services10% ERP Consulting and SI10% Low/No Code Development10% Web DevelopmentSee 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.
1 of 1 CRM Consulting and SI reviews are 5 stars$200,000 – $999,999 avg. project costRead 1 ReviewCRM Consulting and SI PROJECT HIGHLIGHT
CRM Development for Coworking Space Company
5.0 — Cynoteck Technology Solutions Pvt. Ltd. has been hired to develop a CRM system for a coworking space company. The team handles the entire development process. Read moreWas this helpful?
Average Project Cost Breakdown
Read All ReviewsWhat Clients Have Said
Cynoteck Technology Solutions Pvt. Ltd. is frequently praised for its cost-effectiveness and value for money. Clients noted that the company's pricing fits within their budgets while delivering high-quality results. For example, one client emphasized that Cynoteck provided 'good value for cost' and another highlighted their 'excellent communication' and 'timely delivery' as key factors contributing to overall satisfaction. The sentiment is overwhelmingly positive, with many clients expressing a willingness to recommend Cynoteck based on their competitive pricing and reliable service.Was this helpful?
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UndisclosedUndisclosed10 - 49Houston, TX
Services provided
40% CRM Consulting and SI20% BI & Big Data Consulting & SI20% Business Consulting +1 service20% IT Managed ServicesEndiem 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
40% CRM Consulting and SI25% Cybersecurity25% IT Managed Services +1 service10% Low/No Code DevelopmentCRM 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
Services provided
40% CRM Consulting and SI20% Cloud Consulting & SI20% E-Commerce Development +2 services10% Low/No Code Development10% Web DevelopmentCRM 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
Services provided
40% CRM Consulting and SI20% ERP Consulting and SI20% IT Staff Augmentation +1 service20% Logistics & Supply Chain ConsultingLaunched 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
Services provided
40% CRM Consulting and SI30% Web Design30% Web DevelopmentCathexis 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
10% CRM Consulting and SI35% IT Managed Services25% Cloud Consulting & SI +3 services15% Cybersecurity10% Other IT Consulting and SI5% IT Staff AugmentationHeadquartered 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
40% CRM Consulting and SI50% IT Strategy Consulting10% Low/No Code DevelopmentSee 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.
Reviews mention Transparent
Clients have consistently praised The Paro Consulting Group for their transparency and effective communication throughout projects. One CEO highlighted their 'exceptional responsiveness, flexibility, and accountability,' noting that Jim was 'always upfront about the project timeline and challenges.' This commitment to transparency has fostered alignment among stakeholders and contributed to successful project outcomes, reinforcing overall positive sentiment regarding their approach.-
IT Strategy Consulting for IT Company
5.0 Mar 27, 2024The Paro Consulting Group has demonstrated exceptional responsiveness, flexibility and accountability in handling all assigned tasks and deliverables. They upheld transparency, approachability and maintained effective communication throughout the entire process. We’re always pleased with The Paro Consulting Group's work and Jim is always upfront about the project timeline and challenges.
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2 of 2 CRM Consulting and SI reviews are 5 stars$200,000 – $999,999 avg. project costRead 2 ReviewsCRM Consulting and SI PROJECT HIGHLIGHT
IT Strategy Consulting for IT Company
5.0 — An IT company has hired The Paro Consulting Group to evaluate their existing digital tools and build a strategy for improvement. This involves completing vendor evaluations and building an Read moreWas this helpful?
Industry Experience
The Paro Consulting Group has received positive feedback for their work in the Information Technology and Non-profit sectors. Clients praised their expertise in aligning digital strategies, improving customer experiences, and evaluating CRM options. Strengths include exceptional responsiveness, flexibility, and effective communication. Overall sentiment reflects confidence in their ability to deliver tailored solutions that meet organizational needs, making them a suitable choice for clients seeking support in IT strategy and non-profit operational efficiency.
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Non-profit Information technologyWas this helpful?
Average Project Cost Breakdown
Read All ReviewsWhat Clients Have Said
Clients of The Paro Consulting Group consistently highlight the company's strong value for cost, noting it as a significant factor in their decision to engage the firm. One client expressed satisfaction with the 'good value for cost' and a 'pricing fit' for their budget, while another emphasized the alignment of company values and culture as contributing to their positive experience. Overall sentiment reflects appreciation for the balance of quality services and reasonable pricing.Was this helpful?
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$50,000+Undisclosed10 - 49New York, NY
Services provided
10% CRM Consulting and SI15% Content Marketing15% Marketing Strategy +5 services15% Search Engine Optimization15% UX/UI Design10% Conversion Optimization10% Market Research10% Social Media MarketingIPullRank 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
15% CRM Consulting and SI20% ERP Consulting and SI20% IT Managed Services +4 services15% Cloud Consulting & SI10% BI & Big Data Consulting & SI10% Cybersecurity10% Low/No Code DevelopmentGOBI 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
Services provided
15% CRM Consulting and SI70% ERP Consulting and SI15% E-Commerce DevelopmentERP 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
15% CRM Consulting and SI25% Cloud Consulting & SI25% IT Staff Augmentation +3 services20% Digital Strategy10% Web Design5% IT Strategy ConsultingHighbridge 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
10% CRM Consulting and SI60% IT Managed Services10% Computer Engineering +2 services10% Cybersecurity10% IT Strategy ConsultingEstablished 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
10% CRM Consulting and SI45% Email Marketing45% SMS MarketingSee 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.
Reviews mention Efficient
Clients express high satisfaction with digital marauders' efficiency in managing projects. One client noted, "They handle everything so efficiently. It's the equivalent of us having an in-house team." Another highlighted their proactive approach, stating, "They make changes before we think of them." Overall, the sentiment reflects a strong appreciation for their ability to deliver results quickly and effectively, significantly improving marketing outcomes and client engagement.-
Web Development for Toilet Supplies Company
5.0 Mar 18, 2019I love working with them. We’re a small company and most of the people that we work with are outsourced vendors. With digital marauders, I feel like I've gained more teammates. They have so much knowledge and they're not afraid to share it with me. I communicate with them all the time on the phone or over Slack and email. They handle everything so efficiently. It's the equivalent of us having an in-house team.
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Industry Experience
Digital Marauders has demonstrated expertise in e-commerce within the retail and consumer products sectors. Clients in these industries reported significant revenue growth and improved user experience through tailored website solutions and effective digital marketing strategies. Feedback highlights their strong project management capabilities, responsiveness, and collaborative approach, making them a valuable partner for businesses looking to enhance their online presence and sales performance.
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Consumer ProductsWas this helpful?
Average Project Cost Breakdown
Read All ReviewsWhat Clients Have Said
Clients express satisfaction with the cost and value for money provided by Digital Marauders, highlighting investments between $30,000 and $50,000. One client noted a significant revenue increase from $200,000 to over $1 million due to their efforts. Another emphasized their cost-effective solutions, achieving desired results without premium expenses. Overall sentiment indicates that clients feel they receive substantial expertise and attention, akin to having an in-house team, reinforcing the company's strong value proposition.Was this helpful?
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Undisclosed$100 - $149 / hr2 - 9Scottsdale, AZ
Services provided
25% CRM Consulting and SI25% Email Marketing25% Marketing Strategy +1 service25% Other MarketingBizSolutions 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
Services provided
25% CRM Consulting and SI25% Conversion Optimization25% Unified Communications Consulting & SI +4 services10% Cloud Consulting & SI5% AI Development5% Mobile App Development5% Web DevelopmentPeoples 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
25% CRM Consulting and SI25% Cybersecurity25% E-Commerce Development +1 service25% Web DevelopmentLocated 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
25% CRM Consulting and SI20% Pay Per Click15% API Development +3 services15% Demand Generation Marketing15% Email Marketing10% Web DevelopmentPeddle 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
25% CRM Consulting and SI75% ERP Consulting and SIEstablished 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
Services provided
25% CRM Consulting and SI25% Pay Per Click25% Search Engine Optimization +1 service25% Web DesignBJC 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
25% CRM Consulting and SI50% ERP Consulting and SI25% Cloud Consulting & SICommander 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
25% CRM Consulting and SI25% BI & Big Data Consulting & SI25% Cloud Consulting & SI +1 service25% IT Strategy ConsultingLaunched 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 / hr2 - 9Jacksonville, AR
Services provided
25% CRM Consulting and SI25% AI Agents25% AI Development +1 service25% Other Digital MarketingEstablished in 2026, AI Strategy Partners is an AI Agents company. Located in Jacksonville, Arkansas, the team offers AI Agents and Artificial Intelligence.
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$1,000+$100 - $149 / hr2 - 9Houston, TX
Services provided
25% CRM Consulting and SI35% AI Agents25% AI Consulting +1 service15% AI DevelopmentAI360 Network is a small AI Agents company. They provide AI Agents and AI Consulting and were established in 2024.
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$1,000+$25 - $49 / hr50 - 249Princeton, NJ
Services provided
10% CRM Consulting and SI20% Robotics Process Automation10% BI & Big Data Consulting & SI +6 services10% Cloud Consulting & SI10% Custom Software Development10% ERP Consulting and SI10% IT Managed Services10% IT Strategy Consulting10% Unified Communications Consulting & SILaunched 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
10% CRM Consulting and SI10% Branding10% Content Writing Services +8 services10% Mobile App Development10% Product Design10% Search Engine Optimization10% UX/UI Design10% Web Design10% Web Development5% E-Commerce Development5% Generative AIBranding 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
20% CRM Consulting and SI20% ERP Consulting and SI20% Enterprise App Modernization +2 services20% IT Managed Services20% IT Strategy ConsultingNIIV 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+$100 - $149 / hr2 - 9Arkadelphia, AR
Services provided
20% CRM Consulting and SI20% Email Marketing20% Search Engine Optimization +2 services20% Social Media Marketing20% Web DevelopmentFounded in 2023, Sidekick Creative Company is a social media marketing firm. The team offers Social Media Marketing and Email Marketing.
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$1,000+Undisclosed2 - 9Dawsonville, GA
Services provided
20% CRM Consulting and SI50% AI Agents10% AI Development +2 services10% Business Consulting10% Other IT Consulting and SIAplos AI is an AI Agents company. Established in 2024, the company is located in Dawsonville, Georgia. Their team offers AI Agents and CRM consulting and SI.
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$5,000+$100 - $149 / hr2 - 9Phoenix, AZ
Services provided
10% CRM Consulting and SI20% Content Marketing20% Conversion Optimization +4 services20% Email Marketing10% Business Consulting10% Search Engine Optimization10% Social Media MarketingPrism 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
Services provided
25% CRM Consulting and SI20% Application Management & Support20% Enterprise App Modernization +3 services15% ERP Consulting and SI10% Other IT Consulting and SI10% Web DevelopmentSee all 1 projectsConcentrix Corporation is a professional IT consulting firm specializing in CRM system customization and implementation. Review feedback emphasizes their expertise in adapting systems like Sugar to meet specific business needs, with a 100% positive mention of their commitment to understanding and aligning with client goals. However, there is a noted area for improvement in post-implementation support.
Industry Experience
Concentrix has demonstrated expertise primarily in the financial services industry, particularly asset-based lending. Client feedback highlights their strengths in CRM system implementation, customization, and ongoing support, with a focus on user-friendly solutions like Sugar. Overall sentiment is positive, noting Concentrix's effective communication and problem-solving abilities. However, concerns were raised about Sugar's limitations in reporting and mobile usability. These insights suggest Concentrix is well-suited for projects within financial services that require tailored CRM solutions.
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Average Project Cost Breakdown
Read All ReviewsWhat Clients Have Said
Clients have noted that Concentrix offers competitive pricing, particularly in comparison to larger platforms like Salesforce, with one client highlighting that Sugar's licensing costs were approximately half of Salesforce's. Overall, the sentiment reflects satisfaction with the value provided, as Concentrix effectively customized the CRM system to meet specific needs while remaining cost-effective. However, some clients expressed a desire for improved post-implementation support to enhance overall value.Was this helpful?
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$1,000+$25 - $49 / hr10 - 49Cheyenne, WY
Services provided
10% CRM Consulting and SI10% Custom Software Development10% E-Commerce Development +7 services10% Low/No Code Development10% Mobile App Development10% Pay Per Click10% Search Engine Optimization10% UX/UI Design10% Web Design10% Web DevelopmentSee 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.
More responsive than most other service providers
Get in TouchElisol is very responsive
They are a great candidate to start a conversation with. Send them a short message or project inquiry.Was this helpful?
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$1,000+$50 - $99 / hr10 - 49Milwaukee, WI
Services provided
10% CRM Consulting and SI20% BI & Big Data Consulting & SI15% Business Consulting +4 services15% ERP Consulting and SI15% Finance & Accounting Outsourcing (FAO)15% Other Application Development10% AccountingILRAA 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
Services provided
10% CRM Consulting and SI50% Business Consulting20% HR Consulting +2 services10% BI & Big Data Consulting & SI10% Other IT Consulting and SICultureCounts 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
Services provided
10% CRM Consulting and SI15% E-Commerce Development10% Business Consulting +8 services10% Conversion Optimization10% Custom Software Development10% Email Marketing10% UX/UI Design10% Web Design5% Cybersecurity5% DevOps Managed Services5% ERP Consulting and SIE-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
Services provided
10% CRM Consulting and SI30% IT Staff Augmentation10% BI & Big Data Consulting & SI +5 services10% Cloud Consulting & SI10% Cybersecurity10% IT Managed Services10% IT Strategy Consulting10% Other IT Consulting and SIFounded 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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$25,000+$50 - $99 / hr50 - 249Frisco, TX
Services provided
15% CRM Consulting and SI50% IT Staff Augmentation15% BI & Big Data Consulting & SI +2 services10% Application Management & Support10% Robotics Process AutomationDigitech — Digital Technologies of America, Inc. Is an IT staff augmentation company. Established in 2018, the firm focuses on IT staff augmentation and BI & big data consulting & SI.
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$1,000+$150 - $199 / hr2 - 9Corpus Christi, TX
Services provided
20% CRM Consulting and SI30% Web Design20% AI Consulting +2 services15% AI Agents15% Search Engine OptimizationWeb design agency Primo AI Partners is in Corpus Christi, Texas. Their services include Web Design and AI Consulting.
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$1,000+$150 - $199 / hr10 - 49White Plains, NY
Services provided
30% CRM Consulting and SI35% Pay Per Click35% Social Media MarketingSee all 10 projectsGrowth Marketing Advisors is a CRM Consultancy specializing in CRM Implementation and Integration services. Across various reviews, they are lauded for their ability to translate complex business needs into scalable CRM systems, with 100% of feedback highlighting their strategic approach and technical execution. Clients consistently praise their responsiveness and value for cost, with no areas for improvement mentioned.
Reviews mention Efficient
Clients have consistently praised Growth Marketing Advisors for their efficiency in project execution. One client noted their responsiveness and flexibility, stating they were 'always efficient' in addressing needs. Additionally, GMA's ability to streamline processes and clarify operational requirements before CRM implementation was highlighted as a significant strength, contributing to effective business operations and successful outcomes.-
CRM Consulting & SI for Email Deliverability Co
5.0 May 23, 2025They were efficient, always responsive, and flexible to our needs.
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4 of 4 CRM Consulting and SI reviews are 5 stars4 new reviews for CRM Consulting and SI in past 6 months$50,000 – $199,999 avg. project costRead 4 ReviewsCRM Consulting and SI PROJECT HIGHLIGHT
CRM Consulting & SI for Tech Leadership & Advisory Firm
5.0 — Growth Marketing Advisors implemented HubSpot CRM for a tech leadership and advisory firm. The team designed sales, marketing, customer success, operations, and finance business processes. Read moreWas this helpful?
Average Project Cost Breakdown
Read All ReviewsWhat Clients Have Said
Clients consistently commend Growth Marketing Advisors for their excellent cost-value ratio, highlighting that their services align well with budgetary constraints. For instance, one client noted the 'good value for cost' when selecting GMA, while another emphasized that their pricing fit the budget. Overall sentiment reflects satisfaction with the quality of deliverables relative to investment, with multiple clients expressing appreciation for the high impact achieved through their tailored solutions.Was this helpful?
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Undisclosed$150 - $199 / hr50 - 249Rocky Hill, CT
Services provided
10% CRM Consulting and SI20% ERP Consulting and SI20% IT Strategy Consulting +5 services10% AI Development10% Custom Software Development10% ECM Consulting and SI10% Other IT Consulting and SI10% Unified Communications Consulting & SIFounded 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
Services provided
10% CRM Consulting and SI60% Mobile App Development30% UX/UI DesignGPShopper, 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
Services provided
10% CRM Consulting and SI40% Custom Software Development10% Application Testing +6 services10% Unified Communications Consulting & SI10% Web Development5% BI & Big Data Consulting & SI5% Cloud Consulting & SI5% IoT Development5% Mobile App DevelopmentDMC, 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
Services provided
10% CRM Consulting and SI90% Email MarketingIn 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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UndisclosedUndisclosed10 - 49Clovis, CA
Services provided
15% CRM Consulting and SI30% Custom Software Development15% Web Design +4 services10% AI Development10% Accounting10% Mobile App Development10% Web DevelopmentASN Software, a custom software development company, is headquartered in Clovis, California and Oakland, California. They offer Custom Software Development and Web Design.
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$1,000+$50 - $99 / hr50 - 249Irvine, CA
Services provided
100% CRM Consulting and SIDemandBlue is a CRM consulting and SI company in Irvine, California and India. Launched in 2018, the team specializes in CRM consulting and SI.
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$25,000+Undisclosed10 - 49Suwanee, GA
Services provided
10% CRM Consulting and SI70% ERP Consulting and SI10% IT Strategy Consulting +2 services5% Business Consulting5% Other IT Consulting and SIStrategies Group, Inc is a Suwanee, Georgia-based ERP consulting and SI company. Their services include ERP consulting and SI and IT strategy consulting.
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Undisclosed$25 - $49 / hr10 - 49Trophy Club, TX
Services provided
20% CRM Consulting and SI20% Content Marketing20% Email Marketing +3 services20% Social Media Marketing10% Low/No Code Development10% Other Digital MarketingLaunched in 2012, MNK Labs, a small CRM consulting and SI company, is based in Trophy Club, Texas. Their services include CRM consulting and SI and Social Media Marketing.
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$25,000+$100 - $149 / hr10 - 49Towson, MD
Services provided
20% CRM Consulting and SI20% Email Marketing20% Pay Per Click +2 services20% Search Engine Optimization20% Web DevelopmentEmail Marketing company Hector Home Services Marketing was established in 2019. The team provides Email Marketing and Search Engine Optimization and is based in Towson, Maryland.
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$1,000+$25 - $49 / hr10 - 49Minneapolis, MN
Services provided
20% CRM Consulting and SI20% Branding20% IT Managed Services +2 services20% Pay Per Click20% Search Engine OptimizationNationwide Leads is a versatile IT solutions provider offering services such as managed security, IT support, system implementation, and branding. Reviews highlight their proactive culture, responsiveness, and effective communication, with 100% of clients expressing satisfaction. They are praised for their knowledge, professionalism, and seamless project execution, making them a reliable choice for various IT and branding needs.
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Focus accounts for a company’s specialization within a certain service.
Ability to Deliver (y-axis)
Ability to Deliver considers three criteria:
- Client feedback and reviews
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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
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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.
Get matched with the 5 best-fit agencies for your project—in 4 minutes or less.