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+$100 - $149 / hr10 - 49St. Louis, MO
Services provided
Blue Stingray is a St. Louis, Missouri-based cloud consulting & SI company. They focus on cloud consulting & SI and E-Commerce Development and were founded in 2009.
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$5,000+$200 - $300 / hr10 - 49Worcester, MA
Services provided
InThink Agency, a branding firm, was established in 2015. The small team provides Branding and Marketing Strategy.
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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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$1,000+$25 - $49 / hr10 - 49Doral, FL
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Netting Solutions LLC, an IT managed services company, was established in 2002. The firm focuses on IT managed services and Social Media Marketing, and is small.
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UndisclosedUndisclosed10 - 49Temperance, MI
Services provided
See all 1 projectsPropelU4Ward offers comprehensive IT support, including end-user support, cloud solutions, SaaS, and cybersecurity. Their clients consistently highlight their modernized IT systems, exceptional workflow processes, and business-first approach. Reviews emphasize the personal attention and partnership-oriented service, with no significant areas for improvement noted.
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Undisclosed$150 - $199 / hr10 - 49Boston, MA
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Retail Consulting Partners (RCP), an IT strategy consulting company, was launched in 2019. The team offers IT strategy consulting and Business Consulting and is in Boston, Massachusetts.
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$1,000+$100 - $149 / hr10 - 49Monroe, NC
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Located in Monroe, North Carolina, Certum Solutions is a small Accounting company. Their services include Accounting and ERP consulting and SI.
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$1,000+$25 - $49 / hr10 - 49Oxford, MS
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Artificial intelligence firm Ataraxy Developers was founded in 2023. The team specializes in Artificial Intelligence and Custom Software Development and is based in Oxford, Mississippi.
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$25,000+Undisclosed10 - 49Raleigh, NC
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Green Irony is a cloud consulting & SI company established in 2016. Located in Raleigh, North Carolina, the team focuses on cloud consulting & SI and IT strategy consulting.
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UndisclosedUndisclosed2 - 9Scottsdale, AZ
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Small Email Marketing company FireDrum Internet Marketing, is in Scottsdale, Arizona. Their services include Email Marketing and CRM consulting and SI.
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$5,000+$100 - $149 / hr2 - 9Naperville, IL
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Sprocket Websites is a web design company. They are in Naperville, Illinois and Camarillo, California and have small team. They provide Web Design and Web Development.
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$10,000+$25 - $49 / hr50 - 249Fairfax, VA
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Apex Consultant, an IT managed services company, was launched in 2017. The team provides IT managed services and IT strategy consulting.
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$1,000+$25 - $49 / hr50 - 249Northglenn, CO
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Founded in 2020, Krivy LLC is a midsize Northglenn, Colorado-based Email Marketing company. Their services include Email Marketing and Marketing Strategy.
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$10,000+$150 - $199 / hr50 - 249Houston, TX
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IT strategy consulting company Resolute Consulting Group is based in Houston, Texas. They provide IT strategy consulting and Custom Software Development.
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$5,000+$200 - $300 / hr50 - 249Clarksville, MD
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AImitra is a Cybersecurity company. Based in Clarksville, Maryland, their midsize team provides Cybersecurity and IT staff augmentation. The company was established in 2018.
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Undisclosed< $25 / hr10 - 49San Jose, CA
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Founded in 2010, Thinking Hut IT Solutions Pvt. Ltd. Is a small custom software development firm. Their services include Custom Software Development and Enterprise App Modernization.
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$25,000+$150 - $199 / hr10 - 49Altoona, PA
Services provided
Located in Altoona, Pennsylvania, Empower Business Solutions is an ERP consulting and SI company. They focus on ERP consulting and SI and Custom Software Development.
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$5,000+Undisclosed10 - 49Palm Beach Gardens, FL
Services provided
IT managed services company DedicatedIT is in Palm Beach Gardens, Florida. Their services include IT managed services and IT strategy consulting.
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$5,000+$150 - $199 / hr10 - 49Santa Clarita, CA
Services provided
Found Studios is an Advertising company established in 1994. Headquartered in Santa Clarita, California, the team offers Advertising and Branding.
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$5,000+Undisclosed10 - 49Milwaukee, WI
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Launched in 2009, BDPros - Business Development Pros is a Sales Outsourcing company. The team provides Sales Outsourcing and Email Marketing.
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$1,000+$25 - $49 / hr10 - 49Atlanta, GA
Services provided
MessageHarbor is a small Atlanta, Georgia-based Email Marketing company. The team offers Email Marketing and SMS Marketing.
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$1,000+Undisclosed10 - 49Hauppauge, NY
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Founded in 2001, Andrews Wharton is a small Email Marketing company. Their team provides Email Marketing and Direct Marketing.
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UndisclosedUndisclosed10 - 49Sugar Land, TX
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UniverseIT is an IT managed services company. The Sugar Land, Texas-based agency specializes in IT managed services and IT strategy consulting.
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$5,000+$100 - $149 / hr10 - 49Frankfort, IL
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Godfrey Systems is a website development company. Located in Frankfort, Illinois, the company focuses on Web Development and E-Commerce Development.
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Undisclosed$100 - $149 / hr10 - 49Peoria, AZ
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GingerSec, LLC is an IT strategy consulting company. The team specializes in IT strategy consulting and BI & big data consulting & SI and is headquartered in Peoria, Arizona and Ranson, West
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UndisclosedUndisclosed250 - 999Detroit, MI
Services provided
Launched in 1967, OneMagnify is a midsize Detroit, Michigan-based branding firm. Their services include Branding and CRM consulting and SI.
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UndisclosedUndisclosed2 - 9Key Biscayne, FL
Services provided
Campaign Cleaner is a small Email Marketing company founded in 2023. Their services include Email Marketing and Affiliate Marketing.
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$1,000+$25 - $49 / hr10 - 49Fairfax, VA
Services provided
See all 1 projectsMoldotech specializes in web development, integration, and UI/UX design, with a particular focus on mobile app development. Clients consistently praise the company for its efficient project management, timely delivery, and high-quality design work, emphasizing Moldotech's ability to swiftly address concerns and integrate feedback effectively.
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$1,000+$150 - $199 / hr2 - 9Gainesville, VA
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Founded in 2002, RevBuilders Marketing is a small Email Marketing company located in Gainesville, Virginia and. Their team provides Email Marketing and Search Engine Optimization.
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$5,000+$100 - $149 / hr2 - 9Charlotte, NC
Services provided
Founded in 2009, Klik Marketing is a pay per click agency. Their team focuses on Pay Per Click and Search Engine Optimization.
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$5,000+$100 - $149 / hr2 - 9Newport News, VA
Services provided
Fresh Look Web Design LLC, a SEO services firm, was founded in 2009. They focuses on Search Engine Optimization and Web Design.
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$1,000+< $25 / hr2 - 9Cleveland, OH
Services provided
Digital Marketing PTA is a Pretoria, South Africa-based web development company. They specialize in Web Development and Social Media Marketing and were launched in 2005.
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UndisclosedUndisclosed2 - 9Garden Grove, CA
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OsoLabs is a social media marketing agency founded in 2007. The team offers Social Media Marketing and Email Marketing.
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UndisclosedUndisclosed10 - 49Bronx, NY
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Located in Noida, India and Bronx, New York, Seem Coders Tecnologia is a software development firm. The team offers Custom Software Development and Enterprise App Modernization.
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UndisclosedUndisclosed10 - 49Edina, MN
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Established in 2017, Pira Consulting is a data analytics company. The team specializes in BI & big data consulting & SI and cloud consulting & SI and is located in Edina, Minnesota.
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$5,000+$300+ / hr10 - 49Dallas, TX
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OverlayAnalytics, a big data analytics company, offer BI & big data consulting & SI and ERP consulting and SI. They were founded in 2018.
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$5,000+$100 - $149 / hr10 - 49San Diego, CA
Services provided
Based in San Diego, California, Wave Representatives is a small Direct Marketing company. Their services include Direct Marketing and Marketing Strategy.
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$1,000+$100 - $149 / hr10 - 49Piscataway, NJ
Services provided
Get My Sites is a Digital Strategy company. Established in 2005, the team offers Digital Strategy and Social Media Marketing.
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$10,000+$200 - $300 / hr10 - 49Broomfield, CO
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CRM consulting and SI company The CRM Firm is located in Broomfield, Colorado. Launched in 2015, the team offers CRM consulting and SI and Custom Software Development.
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UndisclosedUndisclosed10 - 49Fresno, CA
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Hajana Technologies, an AI development company, provides Artificial Intelligence and Generative AI. The firm is in Fresno, California.
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$1,000+$100 - $149 / hr10 - 49Provo, UT
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Arvo Digital is an Email Marketing company. Their team is headquartered in Provo, Utah and offers Email Marketing and Search Engine Optimization.
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$10,000+$50 - $99 / hr10 - 49San Diego, CA
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Xonique is an artificial intelligence firm established in 2010. Their team provides Artificial Intelligence and Generative AI.
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$1,000+$50 - $99 / hr10 - 49Seattle, WA
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See all 1 projectsZigantic specializes in e-commerce platform migration, design, and development, as well as implementing marketing strategies such as email campaigns. Clients praise their efficient project management, effective communication, and ability to meet project goals without overselling. They are noted for delivering cost-effective solutions and significantly increasing sales, though their use of Slack for communication may not align with all clients' preferences.
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$10,000+$150 - $199 / hr10 - 49Dawsonville, GA
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AI Consulting company Blackstone+Cullen is headquartered in Dawsonville, Georgia. The team specializes in AI Consulting and BI & big data consulting & SI.
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$1,000+$50 - $99 / hr2 - 9Columbia, MO
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See all 1 projectsBoykin offers mobile app development services, creating apps for iOS and Android platforms. Feedback highlights their impressive speed in launching projects and effective project management using CRM, phone, and email communication. Clients reported a positive experience, with measurable outcomes such as increased store signups and delivery hires, indicating satisfaction with Boykin's service quality.
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$5,000+$50 - $99 / hr2 - 9Temecula, CA
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CRM consulting and SI company Digital Brand Power is located in Temecula, California and Atlanta, Georgia. They offer CRM consulting and SI and Conversion Optimization and were founded in 2018.
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Undisclosed$25 - $49 / hr2 - 9Miami Gardens, FL
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Based in Miami Gardens, Florida, DataDabble is an Email Marketing company. Founded in 2021, the team focuses on Email Marketing and Market Research.
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Undisclosed$100 - $149 / hr2 - 9Greeneville, TN
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See all 1 projectsStonehamer is a leading IT consulting and services company committed to delivering tailored solutions for businesses navigating the complexities of technology. With expertise spanning IT consulting,
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$1,000+$100 - $149 / hr2 - 9Los Angeles, CA
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2X Market, a CRM consulting and SI company, is in Los Angeles, California. They offer CRM consulting and SI and AI Consulting.
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$10,000+$150 - $199 / hr2 - 9Atlanta, GA
Services provided
Lumarix Solutions is a big data company established in 2026. The team focuses on BI & big data consulting & SI and ERP consulting and SI.
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UndisclosedUndisclosed2 - 9Greenville, SC
Services provided
IT managed services company Flux Technologies is located in Greenville, South Carolina. Established in 2024, the team specializes in IT managed services and IT strategy consulting.
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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.