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 100 projectsSet2Close is a CRM Consultancy and Systems Integration firm specializing in HubSpot onboarding, training, and integration. They receive overwhelmingly positive feedback, with clients appreciating their personalized, knowledgeable service and their ability to enhance HubSpot utility. With 100% of reviews highlighting their expertise and exceptional support, Set2Close is highly recommended for CRM Consulting and CRM SI services.
$1,000+$25 - $49 / hr50 - 249Serves United StatesServices provided
See all 103 projectsPeeklogic, LLC is a CRM Consulting firm specializing in CRM Systems Integration and Implementation, particularly focused on Salesforce. They consistently receive high praise for their responsiveness, expertise, and effective solutions, with 100% of reviewers noting their strong project management and timely delivery. Additionally, the company is commended for aligning with client needs, seamlessly integrating CRM solutions, and enhancing operational efficiency and process automation.
$5,000+$200 - $300 / hr50 - 249Serves United StatesServices provided
See all 15 projectsCloudMasonry is a CRM Consultancy specializing in CRM Implementation, CRM Integration, and Customer Relationship Management Consulting services. Their reviews reflect a high level of expertise, professionalism, and client satisfaction, with 100% of reviewers expressing positive feedback. Clients commend their proactive approach, knowledge in CRM systems, and ability to deliver projects on time and within budget.
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$1,000+$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
Services provided
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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Featured
What are Featured Providers?
$1,000+$25 - $49 / hr50 - 249Serves United StatesServices provided
See all 45 projectsComputan is a versatile web development company offering comprehensive services, including WordPress and HubSpot development, CMS integration, and digital marketing support. Overall, 100% of reviews highlight their technical expertise and reliability, with approximately 85% praising their timeliness and communication. Clients appreciate Computan's adaptability and value for cost, though some suggest minor improvements in project delivery visibility and proactive communication.
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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
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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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$1,000+< $25 / hr10 - 49Tampa, FL
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Founded in 2024, Advanced Business Modern Solutions is a social media marketing company. The small team focuses on Social Media Marketing and Search Engine Optimization.
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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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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 - 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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UndisclosedUndisclosed50 - 249Chicago, IL
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Soliant Consulting is a software development firm headquartered in Chicago, Illinois and Devon, Pennsylvania. Their services include Custom Software Development and cloud consulting & SI.
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UndisclosedUndisclosed50 - 249Pittsburgh, PA
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Uptima is a big data analytics company. The team provides BI & big data consulting & SI and cloud consulting & SI and is based in Pittsburgh, Pennsylvania and Haifa, Israel.
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UndisclosedUndisclosed50 - 249New York, NY
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Saberpoint is an ERP consulting and SI company. They are located in New York, New York. Their team offers ERP consulting and SI and cloud consulting & SI.
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UndisclosedUndisclosed50 - 249Lancaster, PA
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CRM consulting and SI company Cargas Systems is headquartered in Lancaster, Pennsylvania. They provide CRM consulting and SI and ERP consulting and SI and were founded in 1988.
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UndisclosedUndisclosed50 - 249Fremont, CA
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Akidev Corporation, a Content Marketing company, was launched in 2012. The team offers Content Marketing and CRM consulting and SI and is located in Fremont, California and Noida, India.
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UndisclosedUndisclosed50 - 249Dallas, TX
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Digital Pi is a branding company. In Dallas, Texas, their midsize team focuses on Branding and Social Media Marketing. The agency was launched in 2013.
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UndisclosedUndisclosed50 - 249Kansas City, MO
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Founded in 2013, Dynamic Consultants Group is a cloud consulting & SI company. The firm provides cloud consulting & SI and CRM consulting and SI.
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UndisclosedUndisclosed50 - 249Danvers, MA
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Midsize CRM consulting and SI company BrainSell, is in Danvers, Massachusetts. Their services include CRM consulting and SI and ERP consulting and SI.
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UndisclosedUndisclosed50 - 249Orlando, FL
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Altria Consulting, a midsize business intelligence company, is headquartered in Orlando, Florida and Sri Lanka. The team focuses on BI & big data consulting & SI and CRM consulting and SI.
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$1,000+$25 - $49 / hr50 - 249Evesham, NJ
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Dravis Studio is a web development firm. They are headquartered in Evesham, New Jersey and Dubai, United Arab Emirates. Their team focuses on Web Development and Mobile App Development.
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UndisclosedUndisclosed50 - 249Mountain View, CA
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MadKudu, a Business Consulting company, focuses on Business Consulting and CRM consulting and SI. The company is in Mountain View, California.
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UndisclosedUndisclosed250 - 999San Francisco, CA
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Launched in 2004, A5 is a cloud consulting & SI company. Headquartered in San Francisco, California and Toronto, Canada, the team provides cloud consulting & SI and CRM consulting and SI.
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$1,000+$50 - $99 / hr2 - 9Canton, OH
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Eynon Software, LLC is a custom software development company. In Canton, Ohio, the agency was established in 2017. Their team provides Custom Software Development and Web Development.
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UndisclosedUndisclosed2 - 9Dallas, TX
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REVX Marketing is a small branding company established in 2018. Their services include Branding and Logo.
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Undisclosed$50 - $99 / hr2 - 9San Diego, CA
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Hurrikan Logic is a small SEO company launched in 2013. Their services include Search Engine Optimization and UX/UI Design.
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$1,000+$50 - $99 / hr2 - 9Georgetown, SC
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Boost Leadz is a PPC agency. The Georgetown, South Carolina-based firm focuses on Pay Per Click and Web Design.
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$5,000+Undisclosed2 - 9New York, NY
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ACE Workflow is a small e-commerce development firm. They focus on E-Commerce Development and Business Consulting and were established in 2018.
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$5,000+Undisclosed2 - 9Baltimore, MD
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LN Creative Group is a small Advertising company. Founded in 2013, the team focuses on Advertising and CRM consulting and SI.
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$10,000+Undisclosed2 - 9Cincinnati, OH
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Automized, a Robotics Process Automation company, focuses on Robotics Process Automation and IT strategy consulting. The company is based in Cincinnati, Ohio.
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$1,000+$50 - $99 / hr2 - 9Charlotte, NC
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Digital Strategy company 7X Digital Marketing was launched in 2015. The small team offers Digital Strategy and Web Design.
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$1,000+$50 - $99 / hr2 - 9Omaha, NE
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BMVA Digital is a branding agency. Their small team is based in Omaha, Nebraska. Their services include Branding and Social Media Marketing.
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$1,000+$100 - $149 / hr2 - 9Smithfield, UT
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Zaptify Marketing Solutions is a Digital Strategy company. They were established in 2018 and provide Digital Strategy and Social Media Marketing.
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Undisclosed$100 - $149 / hr2 - 9Rochester, NY
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Headquartered in Rochester, New York, Rochester IT & Business Solutions is an IT managed services company. They offer IT managed services and Cybersecurity.
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Undisclosed$100 - $149 / hr2 - 9Tampa, FL
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Launched in 2015, Creatively Grown Digital Marketing is an Email Marketing company. The firm focuses on Email Marketing and Search Engine Optimization.
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List of the Top 15 United States CRM Companies
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$5,000+$200 - $300 / hr50 - 249Chicago, IL
Ability to deliver
35.3/40.017.4/20 Reviews10/10 Clients & Experience7.9/10 Market PresenceService focus
100% CRM Consulting and SI -
$10,000+$150 - $199 / hr10 - 49Seattle, WA
Ability to deliver
33.6/40.016.4/20 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
32.6/40.016.4/20 Reviews9.3/10 Clients & Experience6.9/10 Market PresenceService focus
100% CRM Consulting and SI -
$10,000+$150 - $199 / hr10 - 49Los Angeles, CA
Ability to deliver
31.9/40.016.2/20 Reviews9.6/10 Clients & Experience6.1/10 Market PresenceService focus
100% CRM Consulting and SI -
$25,000+$50 - $99 / hr50 - 249New York, NY
Ability to deliver
31.8/40.015.6/20 Reviews7.7/10 Clients & Experience8.5/10 Market PresenceService focus
60% CRM Consulting and SI40% Other -
UndisclosedUndisclosed50 - 249Milwaukee, WI
Ability to deliver
31.8/40.014.6/20 Reviews7.6/10 Clients & Experience9.6/10 Market PresenceService focus
100% CRM Consulting and SI -
UndisclosedUndisclosed50 - 249Calabasas, CA
Ability to deliver
31.4/40.016.8/20 Reviews6.5/10 Clients & Experience8.1/10 Market PresenceService focus
70% CRM Consulting and SI30% Other -
$1,000+$100 - $149 / hr10 - 49Flower Mound, TX
Ability to deliver
31.4/40.016.2/20 Reviews8.5/10 Clients & Experience6.7/10 Market PresenceService focus
90% CRM Consulting and SI10% Other -
Undisclosed$150 - $199 / hr10 - 49St. Louis, MO
Ability to deliver
30.8/40.016.2/20 Reviews8.1/10 Clients & Experience6.6/10 Market PresenceService focus
60% CRM Consulting and SI40% Other -
$10,000+$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+$25 - $49 / hr50 - 249Carlsbad, CA
Ability to deliver
34.2/40.017/20 Reviews7.5/10 Clients & Experience9.7/10 Market PresenceService focus
35% CRM Consulting and SI65% Other -
$10,000+$100 - $149 / hr250 - 999Atlanta, GA
Ability to deliver
35.2/40.015.8/20 Reviews9.6/10 Clients & Experience9.8/10 Market PresenceService focus
20% CRM Consulting and SI80% Other -
$1,000+$50 - $99 / hr10 - 49Bellevue, WA
Ability to deliver
29.9/40.015.6/20 Reviews8/10 Clients & Experience6.3/10 Market PresenceService focus
60% CRM Consulting and SI40% Other -
$1,000+< $25 / hr50 - 249Denver, CO
Ability to deliver
40/40.020/20 Reviews10/10 Clients & Experience10/10 Market PresenceService focus
10% CRM Consulting and SI90% Other -
$5,000+$25 - $49 / hr250 - 999New York, NY
Ability to deliver
32.2/40.017/20 Reviews7.9/10 Clients & Experience7.3/10 Market PresenceService focus
25% CRM Consulting and SI75% Other -
$1,000+$150 - $199 / hr50 - 249San Francisco, CA
Ability to deliver
30.3/40.016.2/20 Reviews8.8/10 Clients & Experience5.3/10 Market PresenceService focus
45% CRM Consulting and SI55% Other -
$10,000+$200 - $300 / hr50 - 249New York, NY
Ability to deliver
31.6/40.015.2/20 Reviews7.6/10 Clients & Experience8.8/10 Market PresenceService focus
40% CRM Consulting and SI60% Other -
$5,000+$100 - $149 / hr2 - 9Denver, CO
Ability to deliver
28.8/40.016.2/20 Reviews6.2/10 Clients & Experience6.3/10 Market PresenceService focus
85% CRM Consulting and SI15% Other -
$10,000+$150 - $199 / hr50 - 249Atlanta, GA
Ability to deliver
39.4/40.020/20 Reviews10/10 Clients & Experience9.4/10 Market PresenceService focus
10% CRM Consulting and SI90% Other -
$50,000+$150 - $199 / hr50 - 249Chicago, IL
Ability to deliver
39/40.020/20 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 -
$50,000+$50 - $99 / hr50 - 249Los Angeles, CA
Ability to deliver
36.2/40.016.6/20 Reviews10/10 Clients & Experience9.6/10 Market PresenceService focus
20% CRM Consulting and SI80% Other -
$5,000+$100 - $149 / hr10 - 49El Segundo, CA
Ability to deliver
39.3/40.019.8/20 Reviews10/10 Clients & Experience9.5/10 Market PresenceService focus
10% CRM Consulting and SI90% Other -
$5,000+Undisclosed250 - 999Austin, TX
Ability to deliver
33.4/40.018/20 Reviews7.1/10 Clients & Experience8.3/10 Market PresenceService focus
20% CRM Consulting and SI80% Other -
$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.