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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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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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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$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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Undisclosed$100 - $149 / hr2 - 9Buford, GA
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Launched in 2000, ChoiceSoft is a CRM consulting and SI and ERP consulting and SI company. The team offers CRM consulting and SI and ERP consulting and SI and is headquartered in Buford, Georgia.
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$5,000+$50 - $99 / hr2 - 9Boulder, CO
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Huitzi Solutions LLC, a Market Research company, specializes in Market Research and Product Design. The company is headquartered in Boulder, Colorado.
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$10,000+$50 - $99 / hr250 - 999San Francisco, CA
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Organic is a Product Design company established in 1993. Their team focuses on Product Design and AR/VR development.
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UndisclosedUndisclosed250 - 999Sunnyvale, CA
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Maantic Inc is a midsize web design company launched in 2009. Their team specializes in Web Design and UX/UI Design.
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UndisclosedUndisclosed250 - 999Memphis, TN
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Launched in 1990, Cook Systems is an IT staff augmentation company. The midsize team offers IT staff augmentation and Application Testing.
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UndisclosedUndisclosed250 - 999Burlington, MA
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Agital is a branding company. They are headquartered in Burlington, Massachusetts and Washington, District of Columbia and have midsize team. They offer Branding and Social Media Marketing.
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UndisclosedUndisclosed250 - 999Seattle, WA
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Launched in 2002, Wimmer Solutions is a software development company. The firm offers Custom Software Development and IT strategy consulting.
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UndisclosedUndisclosed250 - 999Sheridan, WY
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Founded in 2016, Integro Softwares Inc is a midsize pay per click company headquartered in Sheridan, Wyoming and Colwood, Canada. Their team offers Pay Per Click and Mobile App Development.
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UndisclosedUndisclosed2 - 9Cambridge, MA
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CRM consulting and SI company Boston Academic was founded in 2001. The small team specializes in CRM consulting and SI.
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UndisclosedUndisclosedFreelancerPukalani, HI
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Located in Pukalani, Hawaii, PlayBook Consulting Group is a small CRM consulting and SI company. Their services include CRM consulting and SI.
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UndisclosedUndisclosed50 - 249Lenexa, KS
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High Touch Technologies is an IT strategy consulting company founded in 1984. Based in Lenexa, Kansas, the team specializes in IT strategy consulting and CRM consulting and SI.
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UndisclosedUndisclosed50 - 249Parsippany-Troy Hills, NJ
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The Casey Group is a CRM consulting and SI company. Headquartered in Parsippany-Troy Hills, New Jersey, their team provides CRM consulting and SI and cloud consulting & SI.
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UndisclosedUndisclosed50 - 249Piscataway, NJ
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Sunmerge Systems is a CRM consulting and SI company based in Piscataway, New Jersey. Their services include CRM consulting and SI.
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UndisclosedUndisclosed10 - 49Montville, NJ
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Pinnacle Solutions Incorporated, New Jersey is a CRM consulting and SI company. The team specializes in CRM consulting and SI, and the company is headquartered in Montville, New Jersey.
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UndisclosedUndisclosed2 - 9Short Hills, NJ
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Industry Mojo, a CRM consulting and SI company, offers CRM consulting and SI. The firm is located in Short Hills, New Jersey.
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UndisclosedUndisclosed2 - 9Princeton, NJ
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UPrefer Solutions, Inc is a CRM consulting and SI company. Located in Princeton, New Jersey, the firm was established in 2014. Their services include CRM consulting and SI.
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UndisclosedUndisclosed50 - 249Franklin Township, NJ
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Simple Solutions, India is a CRM consulting and SI company. They are located in Franklin Township, New Jersey. Their team offers CRM consulting and SI.
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UndisclosedUndisclosed2 - 9Edison, NJ
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Headquartered in Edison, New Jersey, ReliRite Solutions Corporation is a small CRM consulting and SI company. The team offers CRM consulting and SI.
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UndisclosedUndisclosed2 - 9Princeton, NJ
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Sakeesoft is a CRM consulting and SI company launched in 2004. The small team provides CRM consulting and SI.
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UndisclosedUndisclosed2 - 9Maplewood, NJ
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ProfiTech LLC is a CRM consulting and SI company. Their small team is based in Maplewood, New Jersey and specializes in CRM consulting and SI. The firm was launched in 2005.
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UndisclosedUndisclosed2 - 9Mundelein, IL
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Founded in 2006, Cloudnet360 is a CRM consulting and SI company. Their team provides CRM consulting and SI.
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UndisclosedUndisclosed50 - 249Tracy, CA
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Sri Sys Inc., a big data analytics company, was established in 2005. They specializes in BI & big data consulting & SI and cloud consulting & SI.
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UndisclosedUndisclosed50 - 249Troy, MI
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Xede is a CRM consulting and SI company. The midsize Troy, Michigan-based team specializes in CRM consulting and SI and IT managed services. The firm was established in 1998.
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UndisclosedUndisclosed2 - 9Oklahoma City, OK
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RJ Consulting Services is a small CRM consulting and SI company in Oklahoma City, Oklahoma. Their services include CRM consulting and SI.
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UndisclosedUndisclosedFreelancerPhoenix, AZ
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Small CRM consulting and SI company East First Consulting, is located in Phoenix, Arizona. Their services include CRM consulting and SI.
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UndisclosedUndisclosed10 - 49Dublin, CA
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Hiforte Technologies, a small CRM consulting and SI company, is located in Dublin, California. The team offers CRM consulting and SI.
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UndisclosedUndisclosed2 - 9Fairport, NY
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Able Cloud Advisors is a CRM consulting and SI company. Their team is headquartered in Fairport, New York. The agency focuses on CRM consulting and SI.
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UndisclosedUndisclosed2 - 9Boston, MA
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Lizztech Consulting is a Boston, Massachusetts-based CRM consulting and SI company. They focus on CRM consulting and SI.
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UndisclosedUndisclosed2 - 9Riverview, FL
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CRM consulting and SI company SoHo Software LLC was established in 2011. In Riverview, Florida, the team provides CRM consulting and SI.
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UndisclosedUndisclosed2 - 9Golden Valley, MN
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KLĪMVIA, a CRM consulting and SI company, offers CRM consulting and SI. The company is located in Golden Valley, Minnesota.
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UndisclosedUndisclosed2 - 9Little Birch, WV
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Edgell Development is a CRM consulting and SI company. Headquartered in Little Birch, West Virginia, the company was established in 2020. Their team focuses on CRM consulting and SI and Blockchain.
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UndisclosedUndisclosed2 - 9Oklahoma City, OK
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Launched in 2020, BoldRamp is a small Oklahoma City, Oklahoma-based CRM consulting and SI company. Their services include CRM consulting and SI.
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UndisclosedUndisclosedFreelancerFort Lauderdale, FL
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Established in 2009, Flipside BMS, a small CRM consulting and SI company, is based in Fort Lauderdale, Florida. Their team focuses on CRM consulting and SI.
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UndisclosedUndisclosed2 - 9Glen Allen, VA
Services provided
4Convergence is a CRM consulting and SI company established in 2007. The company provides CRM consulting and SI.
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UndisclosedUndisclosed50 - 249Princeton, NJ
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Princeton Blue, Inc., a CRM consulting and SI company, was founded in 2006. The team focuses on CRM consulting and SI and Artificial Intelligence.
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UndisclosedUndisclosed2 - 9Mint Hill, NC
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Coastal Consulting, a CRM consulting and SI company, was founded in 2021. The company offers CRM consulting and SI.
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UndisclosedUndisclosed2 - 9Winter Springs, FL
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ConeKtionsCX LLC is a CRM consulting and SI company. The agency is located in Winter Springs, Florida. Their services include CRM consulting and SI.
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UndisclosedUndisclosed2 - 9Delray Beach, FL
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Founded in 2022, Lloyd Solves, LLC is a CRM consulting and SI company. The agency offers CRM consulting and SI and API Development.
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UndisclosedUndisclosed10 - 49Orlando, FL
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SoVerve Marketing Group is a CRM consulting and SI company. They provide CRM consulting and SI and are located in Orlando, Florida.
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UndisclosedUndisclosed10 - 49Philadelphia, PA
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Grow With Greta is a CRM consulting and SI company. Launched in 2018, the team offers CRM consulting and SI.
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UndisclosedUndisclosed50 - 249Concord, MA
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Habu Inc, an IT strategy consulting and CRM consulting and SI company, offer IT strategy consulting and CRM consulting and SI. They were founded in 2018.
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UndisclosedUndisclosed10 - 49Treasure Island, FL
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Established in 1997, Syncsite Inc., a small CRM consulting and SI company, is located in Treasure Island, Florida. Their services include CRM consulting and SI and BI & big data consulting & SI.
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UndisclosedUndisclosed50 - 249Paoli, PA
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BridgeView Life Sciences is a data analytics company. Their midsize team is in Paoli, Pennsylvania. Their services include BI & big data consulting & SI and CRM consulting and SI.
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UndisclosedUndisclosed10 - 49Austin, TX
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Digital Di Consultants is a CRM consulting and SI company. They are located in Austin, Texas and have small team. Their services include CRM consulting and SI and Business Consulting.
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UndisclosedUndisclosed50 - 249Bedford, TX
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Bluprintx is a midsize Bedford, Texas-based CRM consulting and SI company. Their services include CRM consulting and SI and IT strategy consulting.
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UndisclosedUndisclosed2 - 9Oregon City, OR
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7am Consulting, a CRM consulting and SI company, offer CRM consulting and SI and Business Consulting. They were established in 2013.
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UndisclosedUndisclosed2 - 9Tualatin, OR
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Small CRM consulting and SI company Mustang MarTech, is in Tualatin, Oregon. The team offers CRM consulting and SI and Business Consulting.
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List of the Top 15 United States CRM Companies
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$5,000+$200 - $300 / hr50 - 249Chicago, IL
Ability to deliver
35.3/40.017.4/20 Reviews10/10 Clients & Experience7.9/10 Market PresenceService focus
100% CRM Consulting and SI -
$10,000+$150 - $199 / hr10 - 49Seattle, WA
Ability to deliver
33.6/40.016.4/20 Reviews9.1/10 Clients & Experience8.1/10 Market PresenceService focus
70% CRM Consulting and SI30% Other -
$1,000+$150 - $199 / hr50 - 249Atlanta, GA
Ability to deliver
33.6/40.016.2/20 Reviews9.6/10 Clients & Experience7.7/10 Market PresenceService focus
50% CRM Consulting and SI50% Other -
$50,000+$150 - $199 / hr1,000 - 9,999New York, NY
Ability to deliver
32.9/40.016.2/20 Reviews6.8/10 Clients & Experience9.9/10 Market PresenceService focus
30% CRM Consulting and SI70% Other -
$1,000+$150 - $199 / hr10 - 49Chicago, IL
Ability to deliver
32.8/40.015.8/20 Reviews9.3/10 Clients & Experience7.7/10 Market PresenceService focus
80% CRM Consulting and SI20% Other -
$5,000+$100 - $149 / hr10 - 49Miami, FL
Ability to deliver
32.6/40.016.4/20 Reviews9.3/10 Clients & Experience6.9/10 Market PresenceService focus
100% CRM Consulting and SI -
$10,000+$150 - $199 / hr10 - 49Los Angeles, CA
Ability to deliver
31.9/40.016.2/20 Reviews9.6/10 Clients & Experience6.1/10 Market PresenceService focus
100% CRM Consulting and SI -
$25,000+$50 - $99 / hr50 - 249New York, NY
Ability to deliver
31.8/40.015.6/20 Reviews7.7/10 Clients & Experience8.5/10 Market PresenceService focus
60% CRM Consulting and SI40% Other -
UndisclosedUndisclosed50 - 249Milwaukee, WI
Ability to deliver
31.8/40.014.6/20 Reviews7.6/10 Clients & Experience9.6/10 Market PresenceService focus
100% CRM Consulting and SI -
UndisclosedUndisclosed50 - 249Calabasas, CA
Ability to deliver
31.4/40.016.8/20 Reviews6.5/10 Clients & Experience8.1/10 Market PresenceService focus
70% CRM Consulting and SI30% Other -
$1,000+$100 - $149 / hr10 - 49Flower Mound, TX
Ability to deliver
31.4/40.016.2/20 Reviews8.5/10 Clients & Experience6.7/10 Market PresenceService focus
90% CRM Consulting and SI10% Other -
Undisclosed$150 - $199 / hr10 - 49St. Louis, MO
Ability to deliver
30.8/40.016.2/20 Reviews8.1/10 Clients & Experience6.6/10 Market PresenceService focus
60% CRM Consulting and SI40% Other -
$10,000+$200 - $300 / hr10 - 49Grand Haven, MI
Ability to deliver
35.8/40.016.6/20 Reviews9.6/10 Clients & Experience9.6/10 Market PresenceService focus
35% CRM Consulting and SI65% Other -
$10,000+$25 - $49 / hr50 - 249Carlsbad, CA
Ability to deliver
34.2/40.017/20 Reviews7.5/10 Clients & Experience9.7/10 Market PresenceService focus
35% CRM Consulting and SI65% Other -
$10,000+$100 - $149 / hr250 - 999Atlanta, GA
Ability to deliver
35.2/40.015.8/20 Reviews9.6/10 Clients & Experience9.8/10 Market PresenceService focus
20% CRM Consulting and SI80% Other -
$1,000+$50 - $99 / hr10 - 49Bellevue, WA
Ability to deliver
29.9/40.015.6/20 Reviews8/10 Clients & Experience6.3/10 Market PresenceService focus
60% CRM Consulting and SI40% Other -
$1,000+< $25 / hr50 - 249Denver, CO
Ability to deliver
40/40.020/20 Reviews10/10 Clients & Experience10/10 Market PresenceService focus
10% CRM Consulting and SI90% Other -
$5,000+$25 - $49 / hr250 - 999New York, NY
Ability to deliver
32.2/40.017/20 Reviews7.9/10 Clients & Experience7.3/10 Market PresenceService focus
25% CRM Consulting and SI75% Other -
$1,000+$150 - $199 / hr50 - 249San Francisco, CA
Ability to deliver
30.3/40.016.2/20 Reviews8.8/10 Clients & Experience5.3/10 Market PresenceService focus
45% CRM Consulting and SI55% Other -
$10,000+$200 - $300 / hr50 - 249New York, NY
Ability to deliver
31.6/40.015.2/20 Reviews7.6/10 Clients & Experience8.8/10 Market PresenceService focus
40% CRM Consulting and SI60% Other -
$5,000+$100 - $149 / hr2 - 9Denver, CO
Ability to deliver
28.8/40.016.2/20 Reviews6.2/10 Clients & Experience6.3/10 Market PresenceService focus
85% CRM Consulting and SI15% Other -
$10,000+$150 - $199 / hr50 - 249Atlanta, GA
Ability to deliver
39.4/40.020/20 Reviews10/10 Clients & Experience9.4/10 Market PresenceService focus
10% CRM Consulting and SI90% Other -
$50,000+$150 - $199 / hr50 - 249Chicago, IL
Ability to deliver
39/40.020/20 Reviews9.1/10 Clients & Experience10/10 Market PresenceService focus
10% CRM Consulting and SI90% Other -
$10,000+$150 - $199 / hr10 - 49Palmetto Bay, FL
Ability to deliver
33.9/40.016.2/20 Reviews8.8/10 Clients & Experience8.9/10 Market PresenceService focus
35% CRM Consulting and SI65% Other -
$5,000+$100 - $149 / hr10 - 49Plymouth, MN
Ability to deliver
30.5/40.015.6/20 Reviews10/10 Clients & Experience4.9/10 Market PresenceService focus
50% CRM Consulting and SI50% Other -
$5,000+$150 - $199 / hr2 - 9Osseo, MN
Ability to deliver
34/40.016.2/20 Reviews9.2/10 Clients & Experience8.6/10 Market PresenceService focus
40% CRM Consulting and SI60% Other -
$50,000+$50 - $99 / hr50 - 249Los Angeles, CA
Ability to deliver
36.2/40.016.6/20 Reviews10/10 Clients & Experience9.6/10 Market PresenceService focus
20% CRM Consulting and SI80% Other -
$5,000+$100 - $149 / hr10 - 49El Segundo, CA
Ability to deliver
39.3/40.019.8/20 Reviews10/10 Clients & Experience9.5/10 Market PresenceService focus
10% CRM Consulting and SI90% Other -
$5,000+Undisclosed250 - 999Austin, TX
Ability to deliver
33.4/40.018/20 Reviews7.1/10 Clients & Experience8.3/10 Market PresenceService focus
20% CRM Consulting and SI80% Other -
$5,000+$150 - $199 / hr10 - 49McLean, VA
Ability to deliver
35.8/40.017.6/20 Reviews9.7/10 Clients & Experience8.5/10 Market PresenceService focus
25% CRM Consulting and SI75% Other
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U.S. CRM Consulting FAQs
U.S.-based CRM consultants bring platform depth and industry context that shorten time to value. Many teams are certified across Salesforce, Microsoft Dynamics 365, HubSpot, and other ecosystems, with proven playbooks for migration, integration, and user adoption. Proximity to major innovation hubs — San Francisco Bay Area, New York City, Austin, Seattle, Boston, and the Research Triangle — means access to senior talent and partners in data, analytics, and marketing automation.
For regulated sectors, U.S. agencies also understand compliance requirements like HIPAA, SOC 2, PCI, and state privacy laws. If your go-to-market spans sales, marketing, and customer success, a U.S. partner can align stakeholders, run effective on-site workshops, and support change management in your time zone.
Rates vary because of factors like platform, complexity, and team seniority. On Clutch, most U.S.-based CR consultancies charge:
- Hourly rates: typically $100 – $225 for U.S. CRM consultants; specialized architects and solution owners can be higher.
- Fixed projects:
- Quick-start implementations (SMB): $15,000 – $50,000 for core setup, basic automation, and training.
- Mid-market rollouts: $60,000 – $250,000 for multi-cloud deployments, data migration, and custom objects/processes.
- Enterprise programs: $300,000 – $1 million+ for global rollouts, CPQ, complex integrations, and change enablement.
- Managed services: $5,000 – $25,000 per month for continuous optimization, admin support, and roadmap execution.
Expect additional costs for platform licenses, add-ons (e.g., CPQ, Marketing Automation), data tools, and user training.
CRM agencies in the U.S. support a broad spectrum of markets and niches. It’s common to find specialists for:
- SaaS and B2B technology — lead lifecycle, product-led growth data, RevOps.
- Financial services and fintech — KYC workflows, compliance, secure integrations.
- Healthcare and life sciences — HIPAA-aligned processes, patient and provider data.
- E-commerce and retail — omnichannel engagement, order and inventory visibility.
- Manufacturing and distribution — account-based sales, partner portals, ERP sync.
- Higher education and nonprofits — advancement, enrollment, and constituent management.
- Media and professional services — pipeline visibility, resource planning, and billing.
Start by gauging their fit, not just features — thoroughly assess their:
- Platform expertise – confirm certifications and recent case studies in your platform.
- Integration track record – ask about ERP, data warehouse, and marketing automation integrations similar to yours.
- Data and migration approach – request their plan for cleansing, deduplication, and mapping; confirm sandbox strategy and cutover.
- Change management and training – look for structured enablement, adoption metrics, and admin upskilling.
- Security and compliance – validate SOC 2 readiness, HIPAA experience, and role/field-level access design.
- Team model – meet the delivery team, not just sales. Ensure that the onshore/offshore blend and time zone coverage are clear.
- Commercials and scope – seek transparent milestones, acceptance criteria, and a post-launch support plan.
Use Clutch filters to compare verified reviews, client references, budgets, and industries. Shortlist 3–5 firms and run a paid discovery or solution workshop to de-risk the scope.
- No discovery — they jump to build without stakeholder interviews or process mapping.
- Over-customization bias — heavy code vs. configurable, out-of-the-box features.
- Vague data plan — no detail on dedupe, merge rules, or validation logic.
- Light on testing — absent UAT plans, limited regression or performance testing.
- Thin documentation — no solution design, admin guides, or runbooks.
- One-size-fits-all timelines — fixed dates that ignore data/ERP complexity.
- No adoption strategy — training is an afterthought with no change plan.
- Ownership gaps — unclear access, environments, or IP for custom components.
Ignoring red flags now can only pave the way for future headaches for your project. Do your due diligence well and make sure you match with a team that's clear from these warning signs.