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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$5,000+$150 - $199 / hr2 - 9New York, NY
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See all 2 projectsWintec Group Inc. is a CRM Consultancy firm specializing in CRM Implementation and Customer Relationship Management Integration. They have received overwhelmingly positive feedback, with 100% of reviewers highlighting their effective project management, cultural alignment, and ability to deliver tailored CRM solutions that enhance user adoption and streamline processes. Their expertise in CRM Systems Integration is consistently praised.
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$25,000+< $25 / hr10 - 49Evanston, IL
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See all 17 projectsPrism Solutions is a CRM Consulting and Systems Integration company renowned for its tailored Salesforce CRM implementation and integration services. They have received consistently positive feedback, with 100% of reviewers highlighting their technical expertise and business understanding. Clients frequently praise Prism Solutions for their exceptional project management and responsiveness, which have led to significant improvements in client engagement, operational efficiency, and revenue growth.
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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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$5,000+$150 - $199 / hr2 - 9Cuyahoga Falls, OH
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See all 4 projectsInfoGrow is a CRM Consulting and Systems Integration company, specializing in Microsoft Dynamics implementations. The reviews highlight their ability to rapidly and effectively configure CRM solutions, with 100% of feedback indicating timely delivery and strong project management. Clients appreciate their understanding of complex business environments and their recommendations for enhancing CRM functionalities to satisfy diverse stakeholder needs.
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$5,000+$50 - $99 / hr10 - 49Pompano Beach, FL
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See all 9 projectsDigifianz | 🇺🇸🇲🇽🇪🇸🇦🇷 is a comprehensive CRM Consulting and Systems Integration firm specializing in CRM implementation and integration services. Clients praise their professionalism, timely delivery, and deep expertise, particularly with HubSpot, with 100% of reviewers noting their effective project management and high-level communication. Unique strengths include a broad skill set and proactive improvement suggestions. Some minor sourcing challenges exist during scaling.
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$25,000+Undisclosed250 - 999Plano, TX
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See all 5 projectsSoftweb Solutions is a versatile technology company specializing in software development, mobile application development, and IT consulting. They are acknowledged for their robust technical expertise and flexibility, consistently delivering successful outcomes across various projects. Reviewers highlight Softweb Solutions' effective project management and communication skills, with approximately 80% emphasizing their strong technical depth and adaptability. Client feedback is overwhelmingly positive, with no significant areas for improvement noted.
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$5,000+$200 - $300 / hr2 - 9Cincinnati, OH
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See all 33 projectsBS LLC is a CRM consulting and systems integration company specializing in implementing HubSpot CRM solutions. Their clients report improved sales and follow-up processes, a testament to BS LLC's supportive and technically adept team. With 100% positive feedback, clients appreciate their excellent project management and technical expertise, although they emphasize the importance of clear communication to align project goals.
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$5,000+$150 - $199 / hr10 - 49Glendale, CA
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See all 2 projectsInboundAV is a CRM consulting and systems integration company specializing in CRM implementation and HubSpot integrations. They have received overwhelmingly positive feedback, with 100% of reviewers praising their project management, expertise, and consultative approach. InboundAV stands out as a diamond HubSpot partner, consistently exceeding client expectations and fostering strong working relationships.
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$5,000+$150 - $199 / hr10 - 49Flower Mound, TX
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See all 2 projectsMarket Disrupt is a versatile CRM Consultancy and digital marketing agency specializing in CRM Integration and marketing automation services. With a focus on CRM Systems Integration, they have achieved notable success, driving double-digit revenue growth for clients. Reviewers praise their proactive communication, adaptability, and ability to align with client values, with 100% expressing satisfaction with their insights and project management efficiency.
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$10,000+$150 - $199 / hr2 - 9Seattle, WA
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See all 68 projectsSayenko Design is a web development company specializing in creating custom WordPress websites with high ratings for their project management and technical expertise. Across various reviews, 100% of clients praised their on-time delivery and ability to meet unique project needs, with 85% expressing satisfaction with their value for cost. Clients frequently highlighted their flexibility and responsiveness, making them highly recommended.
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UndisclosedUndisclosed10 - 49Austin, TX
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See all 4 projectsLearningCurv is a professional consultancy specializing in Salesforce implementation and automation solutions. With a 100% positive feedback rate, clients consistently praise their responsiveness, expertise, and effective project management. Reviewers frequently highlight their impressive cost-effectiveness, with 50% noting significant savings compared to previous solutions. LearningCurv is recognized for their seamless integration processes and commitment to long-term client success.
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$5,000+$100 - $149 / hr50 - 249Boston, MA
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See all 17 projectsTribalVision is a versatile marketing agency known for providing comprehensive marketing strategies and implementations, including digital marketing, SEO, branding, and content creation. Reviewers consistently praise their professionalism, communication, and ability to become a seamless extension of in-house teams. With over 90% positive feedback, clients commend their strategic mindset and execution capabilities, mentioning their deep expertise and client-centric approach.
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$5,000+$150 - $199 / hr10 - 49Minneapolis, MN
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See all 3 projectsRedpath Consulting Group is a Salesforce consulting firm that specializes in CRM integration and marketing automation solutions. The company is highly regarded for its expertise, responsiveness, and commitment to client success, with 100% of reviewers noting impressive collaboration and significant improvements in operational efficiency. Clients appreciate their knowledgeable team and seamless project management, though some suggest minor enhancements in bandwidth and onboarding processes.
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$10,000+$25 - $49 / hr10 - 49Delano, CA
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See all 7 projectsiOPTIME is a versatile technology company specializing in custom software development, app creation, and Salesforce implementation. The company consistently receives positive feedback, with 100% of reviews praising their communication, project management, and ability to meet deadlines. Clients appreciate their professionalism, responsiveness, and cost-effectiveness, with several mentioning their alignment with business needs and dedication to exceeding expectations.
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$5,000+$100 - $149 / hr10 - 49El Segundo, CA
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See all 2 projectsTechnology Management Concepts is a technology consulting firm specializing in Microsoft Dynamics solutions. Reviewers consistently commend the personable and knowledgeable staff, highlighting the effectiveness of TMC's helpline for resolving issues. With 100% positive feedback, clients appreciate their long-term partnership and the quick adaptation to client needs.
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$5,000+$150 - $199 / hr2 - 9New York, NY
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See all 2 projectsForcery Salesforce Consultants New York City offers CRM Consultancy, CRM Implementation, and CRM Integration services. Clients praise their expertise in Salesforce and Pardot, noting significant improvements in customer data analytics, sales cycles, and marketing performance. The firm is lauded for efficient and responsive project management, delivering tailored solutions that meet specific business needs.
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$5,000+$150 - $199 / hr10 - 49Park Ridge, IL
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See all 3 projectsTechnology Advisors is a CRM consulting and systems integration company specializing in CRM customization and implementation. The reviews highlight their strong project management skills, exceptional communication, and profound knowledge of CRM software. All feedback was positive, emphasizing their transparency and dedication, with 100% of reviewers appreciating their availability and problem-solving capabilities.
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$10,000+$100 - $149 / hr10 - 49Minneapolis, MN
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See all 1 projectsDigital Mass is a Salesforce consulting company that specializes in enhancing and customizing Salesforce platforms to meet specific business needs. All reviews indicate a high level of satisfaction, with 100% of clients highlighting their effective project management and ability to significantly improve Salesforce functionalities within a short timeframe. Their expertise in expanding reporting capabilities and streamlining systems is consistently praised.
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$10,000+$25 - $49 / hr250 - 999New York, NY
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See all 2 projectsHexaview Technologies is a software development company specializing in enhancing platform performance and accessibility, as demonstrated by their successful projects in ADA compliance and system optimization. They consistently receive positive feedback, with 100% of reviews highlighting their timely delivery, deep technical knowledge, and excellent project management skills, leading to significant improvements in client platforms.
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$10,000+$100 - $149 / hr10 - 49San Francisco, CA
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See all 9 projectsGalliot is a CRM Consulting and Systems Integration company that specializes in custom CRM development and integration services. Clients appreciate their professionalism and timely project delivery, with 100% of reviewers noting positive impacts such as reduced labor costs. While initial system issues were reported, overall satisfaction remains high.
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$1,000+$100 - $149 / hr10 - 49Seattle, WA
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See all 7 projectsEmail Broadcast is an email marketing company specializing in lead generation, email campaigns, and marketing audits. The company has received overwhelmingly positive feedback, with clients praising their responsiveness, project management, and ability to understand and align with client business needs. Approximately 100% of reviewers noted their professionalism and effective communication. A consistent theme across reviews is their capacity to deliver results, such as increased sales and engagement, and to provide actionable insights for improving marketing strategies.
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UndisclosedUndisclosed50 - 249Peabody, MA
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See all 8 projectsGraVoc is an IT services company specializing in website design, database development, IT management, and software solutions. The company receives overwhelmingly positive feedback, with clients praising their timely delivery, exceptional communication, and project management skills. Approximately 100% of reviews highlight GraVoc's responsiveness and ability to provide cost-effective, tailored solutions that meet diverse client needs.
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$10,000+$150 - $199 / hr1,000 - 9,999Chicago, IL
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See all 4 projectsCrowe LLP is a professional services firm specializing in Microsoft Dynamics CRM implementations, customizations, and integrations. The company consistently receives positive feedback, with approximately 100% of reviews praising their technical expertise, responsive project management, and ability to understand and address business problems. Clients appreciate their collaborative approach and high-quality deliverables, often noting minimal defects and efficient issue resolution.
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$1,000+$100 - $149 / hr10 - 49Richmond, VA
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See all 2 projectsAha Apps is a CRM Consultancy specializing in CRM Implementation and Customer Relationship Management Integration. They are highly praised for their ability to deliver projects on time and their responsiveness to client needs, with 100% of reviewers noting their impressive understanding of business requirements. Clients appreciate their value for cost, with no areas for improvement mentioned.
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$25,000+Undisclosed250 - 999Los Angeles, CA
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See all 5 projectsInsight: SADA Systems is a versatile IT consultancy firm specializing in cloud solutions and technology migrations, particularly involving Google Apps and Microsoft Office 365. Across the reviews, 100% of clients highlighted their strong project management skills and commitment to client success. Common themes include effective communication, flexibility, and deep industry knowledge, with a notable 80% of reviewers emphasizing cost-efficiency and strategic foresight.
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$10,000+Undisclosed2 - 9San Francisco, CA
Services provided
See all 9 projectsRyzeo is a specialized email marketing company that provides automated and customizable email solutions to enhance customer engagement and sales conversions. Reviews highlight their exceptional customer service, with 80% of clients praising their personalized support and responsiveness. The company is noted for its effective integration and high ROI, with clients reporting significant improvements in sales and customer retention.
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$10,000+$100 - $149 / hr10 - 49Westlake, OH
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See all 8 projectsSyncShow is a CRM Consulting and Systems Integration company that specializes in enhancing websites, refining branding, and implementing CRM solutions like HubSpot. The reviews highlight a 100% positive feedback, emphasizing their responsive and enthusiastic team, which consistently exceeds expectations in creating effective marketing strategies and improving lead generation.
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$1,000+$100 - $149 / hr10 - 49Brooklyn, NY
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See all 8 projectsDIDO Agency is a renowned email marketing firm praised for its exceptional ROI and innovative campaign strategies. With 100% positive feedback, clients appreciate their timely delivery, impressive project management, and tailored marketing solutions that significantly boost sales. The agency's commitment to professionalism and client collaboration consistently exceeds expectations.
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$1,000+$25 - $49 / hr10 - 49Houston, TX
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See all 2 projectsAMZ Core is a specialized e-commerce solutions provider focusing on custom online bookstore creation, automated fulfillment workflows, and technical SEO. Feedback indicates that 100% of reviewers highlight their technical execution and automation capabilities, with significant improvements in site speed and operational efficiency. However, 50% noted a need for more proactive initial communication.
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$10,000+$150 - $199 / hr10 - 49Greenville, SC
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See all 7 projectsWaypost Marketing is a digital marketing agency specializing in SEO, PPC, website development, and content creation. Their reviews reflect a 100% positive sentiment, highlighting their effective communication, timely project delivery, and industry-specific understanding. Approximately 50% of reviewers commend their strategic approach and ability to generate leads and opportunities, while others emphasize their transparency and customized solutions.
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$1,000+< $25 / hr10 - 49Tallahassee, FL
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See all 14 projectsGeeks2Connect InfoTech Private Limited is a software development company specializing in app development, AI-driven web applications, and eCommerce solutions. Reviews highlight their exceptional project management, outstanding UX/UI design, and proactive problem-solving. With 100% positive feedback, clients commend their ability to deliver high-quality, user-centered solutions promptly and efficiently.
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$5,000+$100 - $149 / hr10 - 49Houston, TX
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See all 8 projectsAdvertas is a comprehensive marketing agency specializing in branding, marketing strategy, and digital communication, with a focus on energy and technology sectors. Feedback from clients highlights their strong project management, excellent communication, and ability to deliver results within budget and timelines. Nearly all reviewers, approximately 95%, commend their expertise and professionalism, particularly their knowledge in niche industries and strategic execution.
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$10,000+$150 - $199 / hr10 - 49Oklahoma City, OK
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See all 4 projectsBridgeRev is a digital marketing agency specializing in comprehensive services such as SEO, web design, and digital strategy. Across their reviews, clients praise their partnership approach, with a remarkable 100% of feedback highlighting their expertise and effective communication. Clients report significant business growth, averaging a 34% increase in sales for some, demonstrating their capability in transforming online presence into tangible results.
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$1,000+$100 - $149 / hr2 - 9Long Beach, CA
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See all 10 projectsAdalane Media Group is a dynamic digital marketing agency specializing in PPC, SEO, and social media marketing. Across their reviews, 100% of clients commend their strategic expertise, responsiveness, and ability to significantly boost website traffic and leads. Notably, 71% mention their exceptional communication and project management skills. Overall, Adalane Media Group is praised for driving impressive results and fostering strong client partnerships.
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$1,000+$150 - $199 / hr2 - 9Los Angeles, CA
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See all 11 projectsWEBITMD is a digital marketing agency providing services such as SEO, PPC management, digital advertising, and website development. Across multiple reviews, 88% of clients highlight their responsiveness and tailored strategies, while 12% suggest a need for improved communication. Success stories include a 10x increase in leads and notable traffic growth. Clients particularly value WEBITMD’s attention to detail and commitment to understanding their business needs.
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UndisclosedUndisclosed2 - 9Dover, DE
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See all 3 projectsMassMailer is a cloud integration company specializing in Salesforce and CRM platform integration. Reviews highlight their exceptional flexibility, responsiveness, and technical expertise, with 100% positive feedback regarding their commitment to project success and customer satisfaction. Approximately 50% of reviewers commend their proactive communication and willingness to adapt to project needs, underscoring their capacity to exceed client expectations consistently.
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$1,000+$25 - $49 / hr50 - 249St. Petersburg, FL
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See all 6 projectsNSIQ INFOTECH PVT. LTD. is a CRM Consultancy and Systems Integration firm specializing in Salesforce development and implementation. Their client reviews highlight a 100% satisfaction rate, emphasizing responsiveness, technical expertise, and a strong alignment with client needs. Impressively, the team consistently delivers projects on time, showcasing excellent project management and communication skills.
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$5,000+$100 - $149 / hr10 - 49Portland, OR
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See all 6 projectsEverpeak is a CRM Consultancy firm specializing in CRM Implementation, Integration, and Systems Integration Services. The company consistently receives positive feedback from clients, with highlights including their ability to efficiently address CRM challenges and deliver timely project management solutions. Notably, their expertise in Salesforce processes and responsiveness was frequently praised. Approximately 100% of the reviews reflect satisfaction with their services and results.
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$1,000+$100 - $149 / hr50 - 249New Rochelle, NY
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See all 28 projectsComputer Solutions East is an IT services company specializing in Microsoft solutions, including email licensing, system migrations, and technical support. Their services are highly rated for being professional and customer-focused, with a strong emphasis on timely delivery and effective communication. Approximately 90% of reviews highlight their technical expertise and responsiveness, while minor suggestions for improvement include enhanced communication during peak periods. Overall, their approach is deemed reliable and efficient by clients across various industries.
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$10,000+$150 - $199 / hr50 - 249Alpharetta, GA
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See all 4 projectsAd Victoriam Solutions is a consultancy specializing in Salesforce CRM implementation and customization. Their clients report high satisfaction with the user-friendly systems they build, enhancing customer experience and operational efficiency. Positive feedback highlights their expertise and project management skills, with over 90% of reviewers commending their consultative approach and ability to address complex needs efficiently.
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$25,000+$50 - $99 / hr10 - 49Dunellen, NJ
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See all 1 projectsENTech Solutions is a software development company specializing in building SaaS applications, demonstrated through their long-term collaboration with Booker Software. The overall feedback is exceedingly positive, highlighting their technical leadership, dedication, and ability to enhance project vision, with over 60% of reviewers mentioning their impressive project management skills, though resource availability was occasionally noted as a constraint.
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$5,000+$200 - $300 / hr2 - 9Dallas, TX
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See all 1 projectsAnsel is a technology solutions company specializing in modernizing tech stacks and building custom portals. Reviewers frequently commend Ansel for their strong alignment with client values and commitment to success, with 100% of feedback being positive. Their timely delivery and transparent communication are consistently highlighted as impressive attributes.
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$5,000+$50 - $99 / hr10 - 49Boston, MA
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See all 17 projectsMpire Solutions specializes in CRM Consulting and Systems Integration, offering services such as CRM Implementation and Customer Relationship Management Integration. Across their reviews, 100% of clients praise their strong project management and tailored solutions, with several noting their technical expertise and proactive approach. Clients consistently commend their ability to deliver on time and adapt solutions to specific business needs.
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UndisclosedUndisclosed250 - 999North Little Rock, AR
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See all 20 projectsAscend Technologies is an IT services company offering a comprehensive range of IT support, cybersecurity, and data management services. Across various reviews, they are consistently praised for their responsiveness, detailed project management, and proactive problem-solving approach. Approximately 90% of reviewers highlight their exceptional customer service and effective communication, with many noting the company's ability to tailor solutions to specific client needs.
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$5,000+$200 - $300 / hr2 - 9Denver, CO
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See all 1 projectsSquad4 is a digital solutions company specializing in website and CRM development, particularly utilizing HubSpot. The reviews highlight their exceptional service, with 100% positive feedback on their timeliness, communication, and expertise. Clients appreciate their ability to deliver user-friendly, functional solutions and comprehensive digital tools, enhancing operational efficiency.
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$5,000+$150 - $199 / hr2 - 9Stoughton, MA
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See all 2 projectsLeedsSource LLC is a consulting firm specializing in Salesforce solutions and integrations. The company receives high praise for its problem-solving abilities, technical expertise, and adaptability to client needs, as evidenced by positive feedback in 100% of reviews. They are commended for thorough understanding of business needs, consistent communication, and fostering trustful partnerships, with clients highlighting their impressive commitment and availability.
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$10,000+$150 - $199 / hr10 - 49Chicago, IL
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See all 7 projectsArcalea is a digital marketing agency renowned for its expertise in SEO, market analysis, and digital strategy. The company consistently receives positive feedback, with approximately 100% of reviewers highlighting their professionalism, responsiveness, and ability to deliver results that exceed expectations. Clients commend Arcalea for their client-focused approach and technical proficiency, often leading to significant improvements in brand awareness, digital reach, and conversion rates.
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$5,000+$50 - $99 / hr2 - 9Suwanee, GA
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See all 1 projectsRADIN Dynamics is a CRM Consulting and SI company recognized for its effective CRM application support and enhancement solutions. According to reviews, 100% of clients appreciate their quick turnaround, excellent communication, and team collaboration, with no suggested areas for improvement. Their ability to automate and streamline processes is particularly noteworthy.
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$1,000+$100 - $149 / hr2 - 9Boulder, CO
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See all 5 projectsCRM Command is a specialized Salesforce consulting and implementation company known for its expertise in custom CRM solutions. Across the reviews, 100% of clients highlight their professional and consultative approach, with 80% mentioning the effectiveness of their communication and flexibility in project management. With a focus on providing practical solutions tailored to client needs, they have established lasting relationships with all their clients.
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$1,000+$150 - $199 / hr10 - 49Sandy Springs, GA
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See all 5 projectsLENET is a CRM Consulting and Systems Integration company, specializing in comprehensive IT network management, including equipment purchasing, server management, and IT support. Reviews highlight a 100% timely delivery rate and emphasize their strong interpersonal relationships, though emergency support during holidays was initially a concern.
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$1,000+$50 - $99 / hr2 - 9Chicago, IL
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See all 21 projectseGuide Tech Allies is a CRM Consultancy firm specializing in CRM Implementation and Systems Integration. They received overwhelmingly positive feedback, with 100% of reviewers noting increased efficiency and productivity. Reviewers praised their commitment to understanding client needs, although minor improvements in implementation were suggested.
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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.