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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UndisclosedUndisclosed50 - 249New York, NY
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Linksoft Technologies is a midsize New York, New York-based business intelligence company. The team specializes in BI & big data consulting & SI and CRM consulting and SI.
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UndisclosedUndisclosed50 - 249Plainsboro Township, NJ
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See all 1 projectsTechminds Group provides website development services, offering good value for cost. Feedback indicates that they have a competent team and deliver impressive results, albeit with some delays. Clients appreciate their effective virtual communication and professional work environment, though they suggest improvements in the salary package. Overall, Techminds Group is regarded as one of the best companies in India.
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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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UndisclosedUndisclosed50 - 249New York City, NY
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Rivery is a big data analytics company founded in 2017. The team focuses on BI & big data consulting & SI and cloud consulting & SI and is headquartered in London, England and New York City, New
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UndisclosedUndisclosed50 - 249Bend, OR
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Zuri Group is a midsize web design company headquartered in Bend, Oregon. The team provides Web Design and UX/UI Design.
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UndisclosedUndisclosed50 - 249Pleasanton, CA
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DotSolved Systems Inc. Is a data analytics company. They are in Pleasanton, California and have midsize team of experts. Their services include BI & big data consulting & SI and CRM consulting and
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UndisclosedUndisclosed50 - 249Lafayette, CA
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TechExcel, Inc. Is a midsize IT strategy consulting company launched in 1992. Their services include IT strategy consulting and CRM consulting and SI.
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UndisclosedUndisclosed50 - 249Orlando, FL
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GB Advisors is an IT strategy consulting company. They are headquartered in Orlando, Florida and have midsize team. They offer IT strategy consulting and CRM consulting and SI.
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UndisclosedUndisclosed1,000 - 9,999Hollywood, MD
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SMX is a cloud consulting & SI company established in 1995. The large team offers cloud consulting & SI and Cybersecurity.
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UndisclosedUndisclosed50 - 249Matthews, NC
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Business intelligence company Team Technology was launched in 1997. The team specializes in BI & big data consulting & SI and cloud consulting & SI and is located in Matthews, North Carolina.
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UndisclosedUndisclosed50 - 249Franklin Township, NJ
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Sequent Inc is a big data analytics company. They are in Franklin Township, New Jersey and Gurugram, India, and their services include BI & big data consulting & SI and cloud consulting & SI.
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UndisclosedUndisclosed50 - 249Leesburg, VA
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CompQsoft is a big data analytics company. In Leesburg, Virginia and Houston, Texas, the agency was launched in 1997. Their services include BI & big data consulting & SI and cloud consulting & SI.
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UndisclosedUndisclosed1,000 - 9,999New York, NY
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Zeta Global, a social media marketing firm, is in New York, New York and City of London, England. Their services include Social Media Marketing and Pay Per Click.
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UndisclosedUndisclosed50 - 249San Francisco, CA
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Odaseva, a Compliance Consulting company, was established in 2012. The agency provides Compliance Consulting and IT strategy consulting.
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UndisclosedUndisclosed50 - 249Pittsburgh, PA
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Innovative Systems, Inc. Is a midsize Pittsburgh, Pennsylvania-based data analytics company. The team offers BI & big data consulting & SI and IT strategy consulting.
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UndisclosedUndisclosed1,000 - 9,999Stamford, CT
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Rizing is a cloud consulting & SI company. Located in Stamford, Connecticut, the company provides cloud consulting & SI and HR Consulting.
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UndisclosedUndisclosed50 - 249San Ramon, CA
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Located in San Ramon, California, Iron Horse is a midsize CRM consulting and SI company. The team focuses on CRM consulting and SI and AR/VR development.
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UndisclosedUndisclosed1,000 - 9,999Diamond Bar, CA
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Liferay is an Application Testing company established in 2004. The large team focuses on Application Testing and API Development.
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UndisclosedUndisclosed50 - 249Naperville, IL
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EnnVee is a CRM consulting and SI company. The team specializes in CRM consulting and SI and ERP consulting and SI and is headquartered in Naperville, Illinois.
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UndisclosedUndisclosed1,000 - 9,999Raleigh, NC
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Data analytics company insightsoftware is headquartered in Raleigh, North Carolina. The team provides BI & big data consulting & SI and Custom Software Development.
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UndisclosedUndisclosed50 - 249Overland Park, KS
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Headquartered in Overland Park, Kansas, Clubessential is a SEO company. The team focuses on Search Engine Optimization and Web Design.
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UndisclosedUndisclosed50 - 249Cockeysville, MD
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Showcase IDX is an Email Marketing company. They offer Email Marketing and Search Engine Optimization and were launched in 2002.
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UndisclosedUndisclosed1,000 - 9,999Philadelphia, PA
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CMI Media Grou, a Market Research company, was established in 1989. In Philadelphia, Pennsylvania and Cherry Hill, New Jersey, the team offers Market Research and Search Engine Optimization.
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UndisclosedUndisclosed50 - 249Houston, TX
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SIROCo is a midsize web design company headquartered in Houston, Texas and McKinney, Texas. Their services include Web Design and cloud consulting & SI.
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UndisclosedUndisclosed50 - 249Lake Mary, FL
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Intelli ERP Software, LLC is a midsize Lake Mary, Florida-based CRM consulting and SI company. Their services include CRM consulting and SI and ERP consulting and SI.
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UndisclosedUndisclosed50 - 249San Francisco, CA
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Odetta, Inc. Is a social media marketing agency located in San Francisco, California. They provide Social Media Marketing and Search Engine Optimization.
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UndisclosedUndisclosed50 - 249Denver, CO
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AZDS Interactive Group is an Advertising company founded in 2006. Their services include Advertising and Social Media Marketing.
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UndisclosedUndisclosed50 - 249Boston, MA
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Resco is a mobile app development company founded in 1999. The company specializes in Mobile App Development and BI & big data consulting & SI.
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UndisclosedUndisclosed50 - 249Cincinnati, OH
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BAREFOOT is a branding firm. The Cincinnati, Ohio-based firm offers Branding and Media Planning & Buying.
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UndisclosedUndisclosed50 - 249Houston, TX
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SHR Group, a midsize Affiliate Marketing company, is headquartered in Limerick, Ireland and Houston, Texas. Their services include Affiliate Marketing and Web Design.
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UndisclosedUndisclosed50 - 249Danville, CA
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In Danville, California and Irvine, California, Arrayflair is an IT strategy consulting company. They provide IT strategy consulting and BI & big data consulting & SI and were launched in 2020.
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UndisclosedUndisclosed50 - 249Dallas, TX
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Stratosphere Consulting is a CRM consulting and SI company. Located in Dallas, Texas, the team offers CRM consulting and SI and IT managed services.
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UndisclosedUndisclosed10 - 49West Hollywood, CA
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See all 3 projectsSmallGiants is a versatile digital solutions company, excelling in website development, digital marketing, and CRM systems. Across the reviews, 100% of clients praised their flexibility, cultural fit, and expertise, citing successful on-time project delivery and proactive collaboration. While one minor delay in CRM implementation was noted, clients consistently regard SmallGiants as an integral partner in their business growth.
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$5,000+$200 - $300 / hr2 - 9Payson, UT
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Z1 Consultant is a CRM consulting and SI company established in 2020. The team provides CRM consulting and SI and is headquartered in Payson, Utah.
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Undisclosed$50 - $99 / hrFreelancerSt. Petersburg, FL
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Headquartered in St. Petersburg, Florida, Tirggered Apex LLC is a CRM consulting and SI company. They focus on CRM consulting and SI.
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$1,000+< $25 / hr10 - 49Jurupa Valley, CA
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QuickBooks HubSpot CRM Integration Services is a CRM consulting and SI and ERP consulting and SI company. They provide CRM consulting and SI and ERP consulting and SI and were launched in 2005.
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UndisclosedUndisclosed250 - 999Edison, NJ
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Nalashaa Digital is a CRM consulting and SI company. The Edison, New Jersey-based team specializes in CRM consulting and SI.
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$5,000+$50 - $99 / hr10 - 49Wilmington, DE
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See all 16 projectsRocket CRO Lab is a specialized conversion rate optimization and digital marketing company offering services like website audits, email marketing, and user experience enhancement. The reviews indicate a high level of client satisfaction, with 100% positive feedback, noting impressive project management, effective communication, and substantial improvements in metrics like conversion rates and email open rates. Approximately 70% of reviewers commend their strategic insights and expertise.
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Undisclosed$50 - $99 / hr10 - 49Irvine, CA
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Contivio, a CRM consulting and SI and ERP consulting and SI company, was launched in 2000. The small team offers CRM consulting and SI and ERP consulting and SI.
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Undisclosed$50 - $99 / hr2 - 9Marietta, GA
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SquareBlue Consulting, a small CRM consulting and SI company, is in Marietta, Georgia. Their services include CRM consulting and SI and cloud consulting & SI.
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UndisclosedUndisclosed10 - 49Lee's Summit, MO
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Contractor Accelerator, a software development firm and CRM consulting and SI company, was established in 2016. They offers Custom Software Development and CRM consulting and SI.
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$5,000+Undisclosed10 - 49Sterling, VA
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STREAMS Solutions is an ERP consulting and SI company. Launched in 2018, their team specializes in ERP consulting and SI and CRM consulting and SI.
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$5,000+Undisclosed2 - 9Los Angeles, CA
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ASIX Web Development is a web design agency founded in 2012. In Los Angeles, California, the team provides Web Design and UX/UI Design.
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UndisclosedUndisclosed2 - 9Marietta, GA
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ReqRes LLC is an artificial intelligence development company established in 2017. Headquartered in Marietta, Georgia, the team specializes in Artificial Intelligence and CRM consulting and SI.
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UndisclosedUndisclosed2 - 9Redwood City, CA
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CrewMachine is a small Redwood City, California-based artificial intelligence firm. Their services include Artificial Intelligence and CRM consulting and SI.
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UndisclosedUndisclosed2 - 9Redwood City, CA
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Safina is a Redwood City, California-based branding agency. They specialize in Branding and Corporate Training & Coaching.
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UndisclosedUndisclosed2 - 9Glen Allen, VA
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SHE Media. Is a Corporate Training & Coaching company. The team focuses on Corporate Training & Coaching and CRM consulting and SI and is based in Glen Allen, Virginia.
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UndisclosedUndisclosed2 - 9San Francisco, CA
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Founded in 2009, Wheelhouse Enterprises is a cloud consulting & SI company. The team focuses on cloud consulting & SI and CRM consulting and SI.
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UndisclosedUndisclosed2 - 9Edina, MN
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Ascendex Consulting, a small CRM consulting and SI company, is in Edina, Minnesota. Their services include CRM consulting and SI and Business Consulting.
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UndisclosedUndisclosed2 - 9Roswell, GA
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Optima Technologies, Inc. Is a small Back Office Outsourcing company in Roswell, Georgia. The team focuses on Back Office Outsourcing and CRM consulting and SI.
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UndisclosedUndisclosed2 - 9Commerce, CA
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Minorea is a CRM consulting and SI company. They specialize in CRM consulting and SI and Business Consulting and are based in Commerce, California and Cerritos, California.
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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
Latest CRM Articles
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U.S. CRM Consulting FAQs
U.S.-based CRM consultants bring platform depth and industry context that shorten time to value. Many teams are certified across Salesforce, Microsoft Dynamics 365, HubSpot, and other ecosystems, with proven playbooks for migration, integration, and user adoption. Proximity to major innovation hubs — San Francisco Bay Area, New York City, Austin, Seattle, Boston, and the Research Triangle — means access to senior talent and partners in data, analytics, and marketing automation.
For regulated sectors, U.S. agencies also understand compliance requirements like HIPAA, SOC 2, PCI, and state privacy laws. If your go-to-market spans sales, marketing, and customer success, a U.S. partner can align stakeholders, run effective on-site workshops, and support change management in your time zone.
Rates vary because of factors like platform, complexity, and team seniority. On Clutch, most U.S.-based CR consultancies charge:
- Hourly rates: typically $100 – $225 for U.S. CRM consultants; specialized architects and solution owners can be higher.
- Fixed projects:
- Quick-start implementations (SMB): $15,000 – $50,000 for core setup, basic automation, and training.
- Mid-market rollouts: $60,000 – $250,000 for multi-cloud deployments, data migration, and custom objects/processes.
- Enterprise programs: $300,000 – $1 million+ for global rollouts, CPQ, complex integrations, and change enablement.
- Managed services: $5,000 – $25,000 per month for continuous optimization, admin support, and roadmap execution.
Expect additional costs for platform licenses, add-ons (e.g., CPQ, Marketing Automation), data tools, and user training.
CRM agencies in the U.S. support a broad spectrum of markets and niches. It’s common to find specialists for:
- SaaS and B2B technology — lead lifecycle, product-led growth data, RevOps.
- Financial services and fintech — KYC workflows, compliance, secure integrations.
- Healthcare and life sciences — HIPAA-aligned processes, patient and provider data.
- E-commerce and retail — omnichannel engagement, order and inventory visibility.
- Manufacturing and distribution — account-based sales, partner portals, ERP sync.
- Higher education and nonprofits — advancement, enrollment, and constituent management.
- Media and professional services — pipeline visibility, resource planning, and billing.
Start by gauging their fit, not just features — thoroughly assess their:
- Platform expertise – confirm certifications and recent case studies in your platform.
- Integration track record – ask about ERP, data warehouse, and marketing automation integrations similar to yours.
- Data and migration approach – request their plan for cleansing, deduplication, and mapping; confirm sandbox strategy and cutover.
- Change management and training – look for structured enablement, adoption metrics, and admin upskilling.
- Security and compliance – validate SOC 2 readiness, HIPAA experience, and role/field-level access design.
- Team model – meet the delivery team, not just sales. Ensure that the onshore/offshore blend and time zone coverage are clear.
- Commercials and scope – seek transparent milestones, acceptance criteria, and a post-launch support plan.
Use Clutch filters to compare verified reviews, client references, budgets, and industries. Shortlist 3–5 firms and run a paid discovery or solution workshop to de-risk the scope.
- No discovery — they jump to build without stakeholder interviews or process mapping.
- Over-customization bias — heavy code vs. configurable, out-of-the-box features.
- Vague data plan — no detail on dedupe, merge rules, or validation logic.
- Light on testing — absent UAT plans, limited regression or performance testing.
- Thin documentation — no solution design, admin guides, or runbooks.
- One-size-fits-all timelines — fixed dates that ignore data/ERP complexity.
- No adoption strategy — training is an afterthought with no change plan.
- Ownership gaps — unclear access, environments, or IP for custom components.
Ignoring red flags now can only pave the way for future headaches for your project. Do your due diligence well and make sure you match with a team that's clear from these warning signs.