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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UndisclosedUndisclosed10 - 49Owings Mills, MD
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Founded in 1989, Mind Over Machines is a cloud consulting & SI company. The team focuses on cloud consulting & SI and CRM consulting and SI and is based in Owings Mills, Maryland.
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UndisclosedUndisclosed10 - 49Rockville, MD
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Launched in 2014, SR Pro Marketing is a Marketing Strategy company. The agency specializes in Marketing Strategy and Search Engine Optimization.
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Featured
What are Featured Providers?
$1,000+$25 - $49 / hr50 - 249Serves United StatesServices provided
See all 45 projectsComputan is a versatile web development company offering comprehensive services, including WordPress and HubSpot development, CMS integration, and digital marketing support. Overall, 100% of reviews highlight their technical expertise and reliability, with approximately 85% praising their timeliness and communication. Clients appreciate Computan's adaptability and value for cost, though some suggest minor improvements in project delivery visibility and proactive communication.
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UndisclosedUndisclosed10 - 49Carmel, IN
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Delivra is a social media marketing agency founded in 1999. The team specializes in Social Media Marketing and Email Marketing.
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UndisclosedUndisclosed10 - 49Columbia, MD
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Big data company Variyas Global Solutions Inc was established in 2012. The team offers BI & big data consulting & SI and cloud consulting & SI.
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UndisclosedUndisclosed10 - 49Irvine, CA
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Link Consulting Services (LinkCS) is a CRM consulting and SI company located in Irvine, California. The team provides CRM consulting and SI and Cybersecurity.
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UndisclosedUndisclosed10 - 49Minneapolis, MN
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Elicit, LLC, a Business Consulting company, is based in Minneapolis, Minnesota. They specialize in Business Consulting and Corporate Training & Coaching.
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UndisclosedUndisclosed10 - 49Jersey City, NJ
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Neutrino Advisory, an UX design company, is located in Jersey City, New Jersey and Mumbai, India. The team specializes in UX/UI Design and cloud consulting & SI.
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UndisclosedUndisclosed10 - 49Lehi, UT
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Spinakr Solutions, LLC is a CRM consulting and SI company launched in 2009. Their team provides CRM consulting and SI and Custom Software Development.
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UndisclosedUndisclosed10 - 49Holland, MI
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Thesis Technologies is a small business intelligence company. They provide BI & big data consulting & SI and CRM consulting and SI and were established in 2013.
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UndisclosedUndisclosed10 - 49Alexandria, VA
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Wexler Marketing is a SEO agency. They were established in 2012 and offer Search Engine Optimization and Video Production.
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UndisclosedUndisclosed10 - 49Costa Mesa, CA
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Crème Collective is a Costa Mesa, California-based branding company. They provide Branding and CRM consulting and SI and were established in 2013.
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UndisclosedUndisclosed10 - 49Grand Junction, CO
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Small cloud consulting & SI company Aspen + Morse, is headquartered in Grand Junction, Colorado. The team specializes in cloud consulting & SI and CRM consulting and SI.
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UndisclosedUndisclosed10 - 49Broomall, PA
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TreCom Systems Group is a big data analytics company. They were founded in 1987, and their services include BI & big data consulting & SI and CRM consulting and SI.
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UndisclosedUndisclosed10 - 49Arlington, VA
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Cloudwell is a big data analytics company established in 2012. The team offers BI & big data consulting & SI and cloud consulting & SI.
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UndisclosedUndisclosed10 - 49Tempe, AZ
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Established in 2005, PPi365 is an IT strategy consulting company. The team specializes in IT strategy consulting and BI & big data consulting & SI.
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UndisclosedUndisclosed10 - 49Houston, TX
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DSWi is a big data company. The Houston, Texas-based team offers BI & big data consulting & SI and cloud consulting & SI.
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UndisclosedUndisclosed10 - 49Bethlehem, PA
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TLC Technologies is an IT strategy consulting company founded in 1997. Their services include IT strategy consulting and BI & big data consulting & SI.
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UndisclosedUndisclosed10 - 49Richardson, TX
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SMB Suite is a data analytics company. Their small team of employees is headquartered in Richardson, Texas. Their team offers BI & big data consulting & SI and cloud consulting & SI.
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UndisclosedUndisclosed10 - 49Royal Oak, MI
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Foundry 360 is a Market Research company. Launched in 2019, the team provides Market Research and Content Marketing. The firm is located in Royal Oak, Michigan and New York, New York.
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UndisclosedUndisclosed10 - 49Drexel Hill, PA
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Flashlight Marketing is a small Drexel Hill, Pennsylvania-based SEO services firm. The team specializes in Search Engine Optimization and Pay Per Click.
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UndisclosedUndisclosed10 - 49Lancaster, PA
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Pipedream is a Content Marketing company. The company is located in Lancaster, Pennsylvania. Their services include Content Marketing and Search Engine Optimization.
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UndisclosedUndisclosed10 - 49Newport Beach, CA
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Insellerate is a Sales Outsourcing company. The agency is headquartered in Newport Beach, California. Their services include Sales Outsourcing and Pay Per Click.
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UndisclosedUndisclosed10 - 49Boston, MA
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Quantive Technologies is a small IT strategy consulting company in Boston, Massachusetts. Their services include IT strategy consulting and BI & big data consulting & SI.
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UndisclosedUndisclosed10 - 49Orlando, FL
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McGaw is a small Marketing Strategy company launched in 2014. Their team focuses on Marketing Strategy and BI & big data consulting & SI.
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UndisclosedUndisclosed10 - 49Cleveland, OH
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Cloud consulting & SI company M Genio focuses on cloud consulting & SI and Web Development. They are located in Cleveland, Ohio.
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UndisclosedUndisclosed10 - 49San Antonio, TX
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Epiphany Industrial Technologies, an IT strategy consulting company, was founded in 2021. The team offers IT strategy consulting and cloud consulting & SI and is headquartered in San Antonio, Texas.
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UndisclosedUndisclosed10 - 49Seattle, WA
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Knack Collective is a Marketing Strategy company. Launched in 2018, the company specializes in Marketing Strategy and Content Marketing.
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UndisclosedUndisclosed10 - 49Washougal, WA
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RHONDOS, a small big data company, is located in Portland, Oregon and Washougal, Washington. The team specializes in BI & big data consulting & SI and CRM consulting and SI.
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UndisclosedUndisclosed10 - 49Portland, ME
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Campfire Consulting is a Portland, Maine-based media planning & buying company. The team provides Media Planning & Buying and Branding.
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UndisclosedUndisclosed10 - 49Fort Lauderdale, FL
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Chestnut Hill Technologies is a cloud consulting & SI company. The firm is based in Fort Lauderdale, Florida. Their services include cloud consulting & SI and CRM consulting and SI.
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UndisclosedUndisclosed10 - 49Albuquerque, NM
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TAM Training & Transformation, a cloud consulting & SI company, provides cloud consulting & SI and Digital Strategy. The firm is in Albuquerque, New Mexico and Miami, Florida.
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UndisclosedUndisclosed10 - 49Arcadia, CA
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EcomPlus is a small branding agency. They focus on Branding and Pay Per Click and were established in 2017.
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UndisclosedUndisclosed10 - 49Monterey, CA
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HMA, a CRM consulting and SI company, was launched in 1984. The team specializes in CRM consulting and SI and Business Consulting.
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UndisclosedUndisclosed10 - 49Clio, MI
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TotalWeb Partners is a branding firm. They specialize in Branding and Social Media Marketing and were founded in 2013.
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UndisclosedUndisclosed10 - 49New York, NY
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Visual Goodness is a Content Marketing company. The team is in New York, New York, and their services include Content Marketing and Web Design.
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UndisclosedUndisclosed10 - 49Wilmington, DE
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CRM consulting and SI company CRM Toolbox was launched in 2014. The agency focuses on CRM consulting and SI and Sales Outsourcing.
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UndisclosedUndisclosed50 - 249Muskego, WI
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CRM consulting and SI company Approyo, Inc. Specializes in CRM consulting and SI and IT strategy consulting. They are in Muskego, Wisconsin and Bengaluru, India.
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Undisclosed$100 - $149 / hr50 - 249Tampa, FL
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Cornerstone Consulting is a Tampa, Florida-based CRM consulting and SI company. They specialize in CRM consulting and SI and ERP consulting and SI.
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UndisclosedUndisclosed2 - 9Reno, NV
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Time Technology Ltd is a CRM consulting and SI company. The team focuses on CRM consulting and SI and is based in Godalming, England and Reno, Nevada.
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Undisclosed$100 - $149 / hr10 - 49Newberry, SC
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Founded in 1999, Visibility Software is a CRM consulting and SI company. The team specializes in CRM consulting and SI and ERP consulting and SI.
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Undisclosed$100 - $149 / hr10 - 49Santa Monica, CA
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Mobolize is a Santa Monica, California-based CRM consulting and SI company. Their services include CRM consulting and SI and ERP consulting and SI.
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UndisclosedUndisclosed10 - 49San Francisco, CA
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See all 1 projectsAdvanced Communities specializes in validation upgrades, software and hardware upgrades, and new software rollouts. Their technical prowess and commitment to providing optimal solutions stand out in client feedback. Reviewers consistently commend their quick response times and effective collaboration, indicating a reliable and professional service.
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$10,000+$100 - $149 / hr2 - 9Fulshear, TX
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Novacloud is an IT managed services company. They focus on IT managed services and CRM consulting and SI and were founded in 2021.
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UndisclosedUndisclosed10 - 49Miami, FL
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Tengo - Salesforce Consulting & Development is a CRM consulting and SI company. They were established in 2018, and their services include CRM consulting and SI.
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$5,000+$25 - $49 / hr50 - 249Leander, TX
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Expro Informatics India Private Limited is a cloud consulting & SI company. Founded in 2014, the firm offers cloud consulting & SI and CRM consulting and SI.
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Undisclosed$100 - $149 / hr10 - 49Atascadero, CA
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Rose Business Solutions is an ERP consulting and SI company in Atascadero, California. They offer ERP consulting and SI and CRM consulting and SI.
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Undisclosed$50 - $99 / hr10 - 49Providence, RI
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Blue Moon Industries is a CRM consulting and SI company. Their team is based in Providence, Rhode Island. The company focuses on CRM consulting and SI and ERP consulting and SI.
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Undisclosed$50 - $99 / hr2 - 9Evergreen, CO
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CRM consulting and SI and ERP consulting and SI company SummitStream was founded in 2000. In Evergreen, Colorado, the team provides CRM consulting and SI and ERP consulting and SI.
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Undisclosed$150 - $199 / hr1,000 - 9,999New York, NY
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MSCI, an ERP consulting and SI company, was established in 1969. The agency offers ERP consulting and SI and Custom Software Development.
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$100,000+$50 - $99 / hr1,000 - 9,999Miami, FL
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See all 4 projectsLeverX is an IT services company specializing in SAP solutions, app development, and project management. The company has garnered positive feedback for its expertise and communication, with 100% of reviewers noting excellent project management and responsiveness. LeverX's tailored solutions and proactive approach contribute to measurable improvements in operational efficiency and client satisfaction.
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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.