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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$5,000+$25 - $49 / hr2 - 9Cheyenne, WY
Services provided
Established in 2025, Inovada is a small ERP consulting and SI company. Their team focuses on ERP consulting and SI and CRM consulting and SI.
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$5,000+$50 - $99 / hr2 - 9Austin, TX
Services provided
ZA I INC. Is an IT strategy consulting company. Their small team of employees is in Austin, Texas. Their team specializes in IT strategy consulting and other IT consulting and SI.
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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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UndisclosedUndisclosed2 - 9Sheridan, WY
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Kaelix, an AI Consulting company, focuses on AI Consulting and Email Marketing. The firm is located in Sheridan, Wyoming.
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UndisclosedUndisclosed2 - 9Golden, CO
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Boldwright is a small business intelligence company. Founded in 2026, the team provides BI & big data consulting & SI and cloud consulting & SI.
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$1,000+Undisclosed2 - 9San Antonio, TX
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Acquisition AI, LLC is an AI Agents company. Established in 2026, the team focuses on AI Agents and Demand Generation Marketing.
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$1,000+< $25 / hr2 - 9Austin, TX
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Tech Instance, an artificial intelligence development company, is in Austin, Texas. They focus on Artificial Intelligence and CRM consulting and SI.
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$5,000+$25 - $49 / hr10 - 49Austin, TX
Services provided
See all 5 projectsELEVYNX LLC is a digital marketing and operational support company, offering services such as marketing strategy, website optimization, SEO, CRM integration, and administrative support. Reviews highlight their exceptional project management, responsiveness, and ability to improve client business performance, with 100% positive feedback. Clients appreciate their comprehensive approach and attention to detail, though some suggest improving transparency in timelines.
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$5,000+$50 - $99 / hr50 - 249McLean, VA
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See all 1 projectsJanBask is a US-based AI and Technology Consulting company helping organizations accelerate digital transformation through Artificial Intelligence, Salesforce, Cloud, DevOps, Enterprise
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UndisclosedUndisclosed50 - 249Chicago, IL
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Messina Group Consulting is an IT strategy consulting company founded in 2013. Their services include IT strategy consulting and Business Consulting.
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$25,000+$50 - $99 / hr50 - 249Sunny Isles Beach, FL
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Awara IT is a Barcelona, Spain-based ERP consulting and SI company. Launched in 2007, the team specializes in ERP consulting and SI and BI & big data consulting & SI.
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$10,000+$150 - $199 / hr50 - 249Cleveland, OH
Services provided
The Adcom Group is a midsize Marketing Strategy company headquartered in Cleveland, Ohio. Their services include Marketing Strategy and Media Planning & Buying.
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Undisclosed$200 - $300 / hr50 - 249Northbrook, IL
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Midsize IT strategy consulting company Kokomo24/7®, is in Northbrook, Illinois. Their services include IT strategy consulting and CRM consulting and SI.
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$10,000+$150 - $199 / hr10 - 49Beachwood, OH
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Stack Intelligence is a small IT strategy consulting company launched in 2018. Their team provides IT strategy consulting and BI & big data consulting & SI.
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UndisclosedUndisclosed10 - 49Atlanta, GA
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Based in Atlanta, Georgia, RetSci is a small IT strategy consulting company. The team specializes in IT strategy consulting and BI & big data consulting & SI.
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Undisclosed$150 - $199 / hr2 - 9Cypress, TX
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Blaze IT is an ERP consulting and SI company. They provide ERP consulting and SI and CRM consulting and SI and are based in Cypress, Texas.
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$5,000+$150 - $199 / hr2 - 9Anacortes, WA
Services provided
Launched in 2016, Clyde Golden - Donor Journey Marketing, a small Email Marketing company, is in Anacortes, Washington. Their team provides Email Marketing and Marketing Strategy.
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$1,000+< $25 / hr10 - 49Islamorada, FL
Services provided
See all 3 projectsTechParrot Innovations LLC is a CRM Consultancy specializing in CRM Implementation and Customer Relationship Management Consulting. The overall feedback highlights their high-quality design and coding standards, with 100% of reviews praising their talent and collaboration skills. However, some flexibility improvements were suggested for fostering better partnerships.
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$1,000+$25 - $49 / hr50 - 249Sheridan, WY
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Royal Design USA is a software development company. The Sheridan, Wyoming-based company was established in 2021. Their team focuses on Custom Software Development and Web Development.
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UndisclosedUndisclosed2 - 9Los Angeles, CA
Services provided
Dyn365Pros is a CRM consulting and SI company. Launched in 2011, their team specializes in CRM consulting and SI and Business Consulting.
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UndisclosedUndisclosed2 - 9Green Bay, WI
Services provided
ReleaseWire is a CRM consulting and SI company. They were founded in 2008 and provide CRM consulting and SI and Marketing Strategy.
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UndisclosedUndisclosed2 - 9Orlando, FL
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Established in 2011, CRMified is a CRM consulting and SI company. The team focuses on CRM consulting and SI and IT managed services.
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UndisclosedUndisclosed2 - 9Lafayette Hill, PA
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Sentient Decisions, a small CRM consulting and SI company, is in Lafayette Hill, Pennsylvania. Their services include CRM consulting and SI and Business Consulting.
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$1,000+$50 - $99 / hr10 - 49Long Beach, CA
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Bond Consulting Services is an ERP consulting and SI company founded in 2000. The firm focuses on ERP consulting and SI and CRM consulting and SI.
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$1,000+$100 - $149 / hr10 - 49West Fargo, ND
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Launched in 2005, Summit Group Software is a small West Fargo, North Dakota-based ERP consulting and SI company. Their services include ERP consulting and SI and CRM consulting and SI.
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Undisclosed$150 - $199 / hr10 - 49Atlanta, GA
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Salesfusion, a CRM consulting and SI company, was founded in 2003. The firm specializes in CRM consulting and SI and ERP consulting and SI, and is small.
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UndisclosedUndisclosed10 - 49New York, NY
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Founded in 2007, Kenmore Design LLC is a web development company. The team offers Web Development and CRM consulting and SI and is in New York, New York.
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UndisclosedUndisclosed10 - 49Seattle, WA
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Solomon Solution is a Marketing Strategy company. They provide Marketing Strategy and Content Marketing and are headquartered in Seattle, Washington.
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UndisclosedUndisclosed10 - 49Boston, MA
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Archipelago Strategies Group is a small Boston, Massachusetts-based Marketing Strategy company. Their services include Marketing Strategy and CRM consulting and SI.
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UndisclosedUndisclosed10 - 49Greensboro, NC
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DTI Integrated Business Solutions is an artificial intelligence firm established in 1984. Located in Greensboro, North Carolina, the team focuses on Artificial Intelligence and CRM consulting and
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UndisclosedUndisclosed10 - 49Richmond, VA
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Hatch is a Marketing Strategy company headquartered in Richmond, Virginia. The team provides Marketing Strategy and Artificial Intelligence.
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UndisclosedUndisclosed10 - 49Saint Paul, MN
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Unify CRM is a Marketing Strategy company. The Saint Paul, Minnesota-based agency was founded in 2008. Their team provides Marketing Strategy and CRM consulting and SI.
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UndisclosedUndisclosed10 - 49Roswell, GA
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Convey Services is a Content Marketing company. They are based in Roswell, Georgia and have small team of experts. Their services include Content Marketing and Event Marketing.
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UndisclosedUndisclosed10 - 49Malvern, PA
Services provided
ACUTEDGE INC is a software development firm. Based in Malvern, Pennsylvania, their team provides Custom Software Development and Corporate Training & Coaching.
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UndisclosedUndisclosed10 - 49New York, NY
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Founded in 2015, Orion Global Solutions is a cloud consulting & SI company. The team focuses on cloud consulting & SI and CRM consulting and SI.
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UndisclosedUndisclosed10 - 49Cleveland, OH
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DeveloCo is a small cloud consulting & SI company located in Cleveland, Ohio. Their services include cloud consulting & SI and CRM consulting and SI.
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UndisclosedUndisclosed10 - 49Encinitas, CA
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5P Consulting is an IT managed services company founded in 2016. In Encinitas, California, the team offers IT managed services and CRM consulting and SI.
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UndisclosedUndisclosed10 - 49Las Vegas, NV
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CRM consulting and SI company XUVI was founded in 2016. The small team provides CRM consulting and SI and Custom Software Development.
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UndisclosedUndisclosed10 - 49Tempe, AZ
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CRM consulting and SI company Bara Agency is in Tempe, Arizona. Established in 2019, the team focuses on CRM consulting and SI and Web Design.
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UndisclosedUndisclosed10 - 49East Hartford, CT
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Telesis Data Solutions LLC, an Application Testing company, was established in 1997. The firm focuses on Application Testing and Robotics Process Automation.
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UndisclosedUndisclosed10 - 49Queens, New York City, NY
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Wendt Partners is a small Queens, New York City, New York-based CRM consulting and SI company. Their services include CRM consulting and SI and Business Consulting.
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$5,000+$25 - $49 / hr50 - 249Miami, FL
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SMX Services & Consulting, a data analytics company, provide BI & big data consulting & SI and CRM consulting and SI. They were founded in 1997.
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UndisclosedUndisclosed50 - 249Birmingham, AL
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Launched in 1996, WAC Solution Partners, a midsize Accounting company, is located in Birmingham, Alabama. Their team specializes in Accounting and CRM consulting and SI.
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UndisclosedUndisclosed50 - 249Bethesda, MD
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Launched in 2005, Creoal Consulting LLC is a cloud consulting & SI company. The company offers cloud consulting & SI and CRM consulting and SI.
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UndisclosedUndisclosed50 - 249Atlanta, GA
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Terminus is an Advertising company based in Atlanta, Georgia. Established in 2014, the team focuses on Advertising and CRM consulting and SI.
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$1,000+Undisclosed50 - 249Bee Cave, TX
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Alpine Consulting, Inc., an e-commerce development firm, was launched in 1996. The team focuses on E-Commerce Development and CRM consulting and SI and is based in Bee Cave, Texas.
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UndisclosedUndisclosed50 - 249Santa Barbara, CA
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Invoca, an Advertising company, is headquartered in Santa Barbara, California. The team offers Advertising and Call Center Services.
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UndisclosedUndisclosed50 - 249Redwood City, CA
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Pierry Inc., A Wunderman Thompson Company, a CRM consulting and SI company, provides CRM consulting and SI and Email Marketing. The agency is based in Redwood City, California.
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UndisclosedUndisclosed50 - 249San Diego, CA
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Tagrem Corp is an UX design company founded in 1999. Their team specializes in UX/UI Design and cloud consulting & SI.
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UndisclosedUndisclosed50 - 249Columbia, MD
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Next Phase Solutions and Services, Inc. Is a big data company founded in 2010. Their team offers BI & big data consulting & SI and CRM consulting and SI.
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UndisclosedUndisclosed50 - 249Edgewater, MD
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Blue Water Thinking, LLC is a CRM consulting and SI company. They offer CRM consulting and SI and ERP consulting and SI and were established in 2017. The firm is in Edgewater, Maryland.
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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
Latest CRM Articles
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U.S. CRM Consulting FAQs
U.S.-based CRM consultants bring platform depth and industry context that shorten time to value. Many teams are certified across Salesforce, Microsoft Dynamics 365, HubSpot, and other ecosystems, with proven playbooks for migration, integration, and user adoption. Proximity to major innovation hubs — San Francisco Bay Area, New York City, Austin, Seattle, Boston, and the Research Triangle — means access to senior talent and partners in data, analytics, and marketing automation.
For regulated sectors, U.S. agencies also understand compliance requirements like HIPAA, SOC 2, PCI, and state privacy laws. If your go-to-market spans sales, marketing, and customer success, a U.S. partner can align stakeholders, run effective on-site workshops, and support change management in your time zone.
Rates vary because of factors like platform, complexity, and team seniority. On Clutch, most U.S.-based CR consultancies charge:
- Hourly rates: typically $100 – $225 for U.S. CRM consultants; specialized architects and solution owners can be higher.
- Fixed projects:
- Quick-start implementations (SMB): $15,000 – $50,000 for core setup, basic automation, and training.
- Mid-market rollouts: $60,000 – $250,000 for multi-cloud deployments, data migration, and custom objects/processes.
- Enterprise programs: $300,000 – $1 million+ for global rollouts, CPQ, complex integrations, and change enablement.
- Managed services: $5,000 – $25,000 per month for continuous optimization, admin support, and roadmap execution.
Expect additional costs for platform licenses, add-ons (e.g., CPQ, Marketing Automation), data tools, and user training.
CRM agencies in the U.S. support a broad spectrum of markets and niches. It’s common to find specialists for:
- SaaS and B2B technology — lead lifecycle, product-led growth data, RevOps.
- Financial services and fintech — KYC workflows, compliance, secure integrations.
- Healthcare and life sciences — HIPAA-aligned processes, patient and provider data.
- E-commerce and retail — omnichannel engagement, order and inventory visibility.
- Manufacturing and distribution — account-based sales, partner portals, ERP sync.
- Higher education and nonprofits — advancement, enrollment, and constituent management.
- Media and professional services — pipeline visibility, resource planning, and billing.
Start by gauging their fit, not just features — thoroughly assess their:
- Platform expertise – confirm certifications and recent case studies in your platform.
- Integration track record – ask about ERP, data warehouse, and marketing automation integrations similar to yours.
- Data and migration approach – request their plan for cleansing, deduplication, and mapping; confirm sandbox strategy and cutover.
- Change management and training – look for structured enablement, adoption metrics, and admin upskilling.
- Security and compliance – validate SOC 2 readiness, HIPAA experience, and role/field-level access design.
- Team model – meet the delivery team, not just sales. Ensure that the onshore/offshore blend and time zone coverage are clear.
- Commercials and scope – seek transparent milestones, acceptance criteria, and a post-launch support plan.
Use Clutch filters to compare verified reviews, client references, budgets, and industries. Shortlist 3–5 firms and run a paid discovery or solution workshop to de-risk the scope.
- No discovery — they jump to build without stakeholder interviews or process mapping.
- Over-customization bias — heavy code vs. configurable, out-of-the-box features.
- Vague data plan — no detail on dedupe, merge rules, or validation logic.
- Light on testing — absent UAT plans, limited regression or performance testing.
- Thin documentation — no solution design, admin guides, or runbooks.
- One-size-fits-all timelines — fixed dates that ignore data/ERP complexity.
- No adoption strategy — training is an afterthought with no change plan.
- Ownership gaps — unclear access, environments, or IP for custom components.
Ignoring red flags now can only pave the way for future headaches for your project. Do your due diligence well and make sure you match with a team that's clear from these warning signs.