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+$150 - $199 / hr2 - 9Phoenix, AZ
Services provided
Launched in 2025, Nuvoxhq is a SEO agency. The firm offers Search Engine Optimization and Marketing Strategy.
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UndisclosedUndisclosed2 - 9Sheridan, WY
Services provided
AI firm Isofiniti LLC is in Sheridan, Wyoming. They specialize in Artificial Intelligence and Generative AI and were launched in 2026.
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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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$50,000+$150 - $199 / hr10 - 49Cambridge, MA
Services provided
See all 1 projectsAciron Consulting, Inc. is a custom software development firm. Reviews indicate that 100% of clients are highly satisfied, noting the CEO's valuable industry insights and innovative solutions. While clients appreciate the CEO's intelligence and expertise, there is some concern about account manager turnover, although the transition process is well-documented.
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$1,000+$25 - $49 / hr50 - 249San Jose, CA
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CRM consulting and SI company Selectiva Systems inc is headquartered in San Jose, California and San Ramon, California. Their services include CRM consulting and SI and cloud consulting & SI.
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Undisclosed$150 - $199 / hr250 - 999Waltham, MA
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Founded in 1999, Brainshark is a CRM consulting and SI company. The company offers CRM consulting and SI and ERP consulting and SI, and is midsize.
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$1,000+< $25 / hr10 - 49Augusta, GA
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QuickBooks Bill.com Integration Services is a CRM consulting and SI company. They were launched in 2009, and their services include CRM consulting and SI.
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$100,000+$50 - $99 / hr10 - 49Atlanta, GA
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Bolt Today is a small CRM consulting and SI company. They specialize in CRM consulting and SI and BI & big data consulting & SI and were launched in 2015.
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Undisclosed$150 - $199 / hr250 - 999Burlington, MA
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Established in 2008, Trillium Software is a midsize CRM consulting and SI company. Their services include CRM consulting and SI and ERP consulting and SI.
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Undisclosed$150 - $199 / hr10 - 49Memphis, TN
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Cloud for Good is a CRM consulting and SI company. Headquartered in Memphis, Tennessee, the firm was founded in 2010. Their team focuses on CRM consulting and SI and cloud consulting & SI.
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Undisclosed$150 - $199 / hr2 - 9Coon Rapids, MN
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Business Automation Specialists of Minnesota is an ERP consulting and SI company. They were established in 1985 and provide ERP consulting and SI and CRM consulting and SI.
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UndisclosedUndisclosed2 - 9Cherry Hill, NJ
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Fourth Technologies, Inc. Is an ERP consulting and SI company. The Cherry Hill, New Jersey-based firm was established in 1987. Their services include ERP consulting and SI and CRM consulting and SI.
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UndisclosedUndisclosed2 - 9Provo, UT
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RealtyAPX is a small Accounting company in Provo, Utah. Their services include Accounting and CRM consulting and SI.
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UndisclosedUndisclosed2 - 9Greensboro, NC
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Intelligent Technologies, Inc. Is a small Greensboro, North Carolina-based IT managed services company. Their services include IT managed services and CRM consulting and SI.
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UndisclosedUndisclosed2 - 9Redding, CA
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Reverse Focus is a small Marketing Strategy company founded in 2007. Their services include Marketing Strategy and CRM consulting and SI.
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UndisclosedUndisclosed2 - 9Naperville, IL
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Zakiant, LLC is an AI development company launched in 2014. The team offers Artificial Intelligence and cloud consulting & SI.
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UndisclosedUndisclosed2 - 9Newport Beach, CA
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E-commerce development company ConversionPoint Technologies is in Newport Beach, California. Their services include E-Commerce Development and CRM consulting and SI.
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UndisclosedUndisclosed2 - 9Silver Spring, MD
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Veteran Technology Leaders, LLC is a Cybersecurity company established in 2017. In Silver Spring, Maryland, the team provides Cybersecurity and CRM consulting and SI.
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UndisclosedUndisclosed2 - 9Johns Creek, GA
Services provided
The Intellection Group, Inc. Is a custom software development firm. In Johns Creek, Georgia, the firm offers Custom Software Development and CRM consulting and SI.
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UndisclosedUndisclosed2 - 9Frisco, TX
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Assert Digital is a CRM consulting and SI company. Their small team is headquartered in Frisco, Texas. Their team offers CRM consulting and SI and Web Development.
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UndisclosedUndisclosed2 - 9Brooklyn, NY
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Magna Marketing is a cloud consulting & SI company established in 2017. The team focuses on cloud consulting & SI and CRM consulting and SI.
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UndisclosedUndisclosed2 - 9Duchesne, UT
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Johnson Tech Consulting, a small CRM consulting and SI company, is based in Duchesne, Utah. Their services include CRM consulting and SI and IT strategy consulting.
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UndisclosedUndisclosed2 - 9Houston, TX
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Enterlogix is a small CRM consulting and SI company headquartered in Houston, Texas. The team specializes in CRM consulting and SI and ERP consulting and SI.
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UndisclosedUndisclosed2 - 9Queens, NY
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Launched in 2019, Razor Thin Consulting Group is a Business Consulting company. Their services include Business Consulting and Search Engine Optimization.
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UndisclosedUndisclosed2 - 9Farmington, MI
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Vaoyo Technologies is a Farmington, Michigan-based cloud consulting & SI company. They specialize in cloud consulting & SI and CRM consulting and SI.
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UndisclosedUndisclosed2 - 9Phoenix, AZ
Services provided
Action Platinum Solutions is a Marketing Strategy company. Their small team is in Phoenix, Arizona and Seattle, Washington. Their services include Marketing Strategy and CRM consulting and SI.
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UndisclosedUndisclosed2 - 9Frisco, TX
Services provided
Protivix Business Solutions, LLC is a big data analytics company based in Frisco, Texas. They focus on BI & big data consulting & SI and CRM consulting and SI and were founded in 2006.
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UndisclosedUndisclosed2 - 9Jacksonville Beach, FL
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SaaS Advisors is an IT strategy consulting company. Located in Jacksonville Beach, Florida, their team specializes in IT strategy consulting and CRM consulting and SI.
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UndisclosedUndisclosed2 - 9Durham, NC
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Studio Three 49 is a CRM consulting and SI company. They provide CRM consulting and SI and Business Consulting and are based in Durham, North Carolina.
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Undisclosed$100 - $149 / hr2 - 9Raleigh, NC
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CozyRoc, a small CRM consulting and SI company, is located in Raleigh, North Carolina. The team provides CRM consulting and SI and ERP consulting and SI.
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Undisclosed$150 - $199 / hr10 - 49New York, NY
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In New York, New York, Salentica is a CRM consulting and SI company. They provide CRM consulting and SI and ERP consulting and SI and were established in 1997.
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$5,000+$100 - $149 / hr50 - 249Los Angeles, CA
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See all 22 projectsSumeru Inc is a versatile company specializing in marketing, web development, and virtual reality solutions. Overall, the company's reviews reflect a high level of customer satisfaction, with consistently positive feedback regarding their problem-solving abilities, effective communication, and project management skills. Approximately 90% of reviewers commend their professionalism and dedication to delivering high-quality outcomes on time.
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$10,000+$50 - $99 / hr10 - 49College Station, TX
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See all 2 projectsAltorise // Marketing and Design Agency is a digital marketing agency renowned for its strategic brand communications and social media campaigns, with a strong focus on innovation and technology. Reviews indicate 100% positive feedback, highlighting effective project management, timely delivery, and significant improvements in engagement and reach, such as a 200% monthly growth in social media engagement.
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Undisclosed$100 - $149 / hr50 - 249Atlanta, GA
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HGS Colibrium, a CRM consulting and SI company, was launched in 2005. They offers CRM consulting and SI and ERP consulting and SI.
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$5,000+$150 - $199 / hr10 - 49West Lake Hills, TX
Services provided
CRM consulting and SI company KELL Partners was founded in 2009. The firm provides CRM consulting and SI and Email Marketing.
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UndisclosedUndisclosed2 - 9Laurel, MD
Services provided
Three Moons Consulting is a CRM consulting and SI company based in Laurel, Maryland. They offer CRM consulting and SI.
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Undisclosed$100 - $149 / hr10 - 49New York, NY
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SalesElement is a CRM consulting and SI company. Established in 2003, the agency is in New York, New York. Their services include CRM consulting and SI and ERP consulting and SI.
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UndisclosedUndisclosed10 - 49San Diego, CA
Services provided
See all 15 projectsAffinity Design Hub is a versatile digital marketing and web development agency, commended for delivering custom website development, SEO optimization, and content marketing strategies. The company received consistently positive feedback, with 100% of reviewers highlighting their ability to blend aesthetics with functionality and their proactive project management. Clients experienced increased traffic and brand visibility, praising Affinity Design Hub's dedication to capturing and conveying brand identities effectively.
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UndisclosedUndisclosed10 - 49Littleton, CO
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Quintel MC, Inc. Is a CRM consulting and SI company. The Littleton, Colorado-based company was established in 2002. Their services include CRM consulting and SI and ERP consulting and SI.
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$25,000+$25 - $49 / hr10 - 49Sandy, UT
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Spring2 Technologies, a custom software development company, offers Custom Software Development and CRM consulting and SI. The firm is headquartered in Sandy, Utah and Los Angeles, California.
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$5,000+$100 - $149 / hr10 - 49San Francisco, CA
Services provided
Exponent Partners, a custom software development company, is located in San Francisco, California and Seattle, Washington. They offer Custom Software Development and CRM consulting and SI.
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UndisclosedUndisclosed10 - 49Denver, CO
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Execution Specialists Group LLC is a small Accounting company founded in 2008. Their team focuses on Accounting and cloud consulting & SI.
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UndisclosedUndisclosed10 - 49Atlanta, GA
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Ammunition is a branding company. They focus on Branding and CRM consulting and SI and were founded in 2017. The firm is in Atlanta, Georgia.
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UndisclosedUndisclosed10 - 49Louisville, KY
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Oasis Solutions, an IT strategy consulting company, specializes in IT strategy consulting and CRM consulting and SI. The firm is located in Louisville, Kentucky.
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UndisclosedUndisclosed10 - 49Quincy, MA
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Elevate Technology Solutions, a Back Office Outsourcing company, was launched in 2011. The team offers Back Office Outsourcing and cloud consulting & SI and is headquartered in Quincy,
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UndisclosedUndisclosed10 - 49Redding, CA
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CRM consulting and SI company SyncApps by Cazoomi was launched in 2009. The team focuses on CRM consulting and SI and E-Commerce Development and is based in Redding, California.
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UndisclosedUndisclosed10 - 49Santa Monica, CA
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Dynamicweb NA is a Content Marketing company launched in 2011. The company provides Content Marketing and CRM consulting and SI.
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UndisclosedUndisclosed10 - 49El Cerrito, CA
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In El Cerrito, California, Ezepo is a small branding agency. The team specializes in Branding and Marketing Strategy.
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UndisclosedUndisclosed10 - 49Odessa, FL
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Linchpin Solutions Inc. Is a Corporate Training & Coaching company. The team is located in Odessa, Florida, and their services include Corporate Training & Coaching and CRM consulting and SI.
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UndisclosedUndisclosed10 - 49Huntsville, AL
Services provided
Will Technology, Inc. Is a small CRM consulting and SI company founded in 2000. Their team offers CRM consulting and SI and ERP consulting and SI.
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UndisclosedUndisclosed10 - 49Cincinnati, OH
Services provided
Revenue Stream Caribe, a CRM consulting and SI company, was launched in 2015. The team focuses on CRM consulting and SI and Business Consulting.
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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.