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 - 249Berryville, AR
Services provided
Olde School Marketing, a Direct Marketing company, was established in 2019. The company specializes in Direct Marketing and Search Engine Optimization, and is midsize.
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UndisclosedUndisclosed10 - 49Providence, RI
Services provided
Zee Jay Digital + MERGE is a CRM consulting and SI company founded in 2017. The team specializes in CRM consulting and SI and Digital Strategy and is headquartered in Providence, Rhode Island.
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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 - 249Pleasanton, CA
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SuiteMatrix IT Solutions is a CRM consulting and SI company based in Coimbatore, India and Pleasanton, California. Launched in 2019, the team offers CRM consulting and SI and ERP consulting and SI.
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$1,000+Undisclosed10 - 49Virginia, VA
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MVerve, a CRM consulting and SI company, was launched in 2013. Headquartered in Virginia, Virginia and Bengaluru, India, the team offers CRM consulting and SI and IT staff augmentation.
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$5,000+$100 - $149 / hr50 - 249Flat Rock, MI
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See all 1 projectsBeing a Microsoft Gold Partner, TMRC is providing ERP consulting and implementation of Microsoft Dynamics Product Line - Microsoft Dynamics 365, Microsoft Dynamics 365 Business Central, Dynamics GP
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$25,000+$100 - $149 / hr1,000 - 9,999Boston, MA
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JDA Software Group is a software development company. The team is based in Boston, Massachusetts and Bengaluru, India, and their services include Custom Software Development and cloud consulting &
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UndisclosedUndisclosed50 - 249Charlottesville, VA
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Geomant is a midsize CRM consulting and SI and software development company. They focus on CRM consulting and SI and Custom Software Development and were founded in 2000.
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Undisclosed$25 - $49 / hrFreelancerFort Lauderdale, FL
Services provided
See all 3 projectsCity Girl Digital is a digital marketing agency known for its expertise in social media and digital campaigns. Feedback is polarized: 67% of reviews highlight successful outcomes and effective communication, while 33% report negative experiences, citing issues with reliability and project completion. Reviewers appreciate the agency's deep industry knowledge and innovative strategies.
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UndisclosedUndisclosed2 - 9Sunnyvale, CA
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Kalibroida Technology Solutions is a small AI development company in Sunnyvale, California and Pune, India. Their services include Artificial Intelligence and BI & big data consulting & SI.
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UndisclosedUndisclosed2 - 9Knoxville, TN
Services provided
BoydTech Design, Inc. Is a CRM consulting and SI company. Their small team is in Knoxville, Tennessee and focuses on CRM consulting and SI and Email Marketing. The firm was launched in 2008.
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UndisclosedUndisclosed2 - 9Honolulu, HI
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POS hawaii is a CRM consulting and SI company. The Honolulu, Hawaii-based team specializes in CRM consulting and SI and Application Management & Support.
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UndisclosedUndisclosed2 - 9Atlanta, GA
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First Draft Marketing LLC is a CRM consulting and SI company established in 2016. The agency offers CRM consulting and SI and Public Relations, and is small.
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UndisclosedUndisclosed2 - 9Richmond, VA
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Shift One Labs, a website development company, was established in 2010. Based in Richmond, Virginia, the team specializes in Web Development and CRM consulting and SI.
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UndisclosedUndisclosed2 - 9Provo, UT
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Accounting company ECI e-automate was established in 1995. The team specializes in Accounting and BI & big data consulting & SI and is headquartered in Provo, Utah.
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UndisclosedUndisclosed2 - 9Livermore, CA
Services provided
Luitporia Software Consult is a CRM consulting and SI company located in Livermore, California. They provide CRM consulting and SI and IT managed services.
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UndisclosedUndisclosed2 - 9Roanoke, VA
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Founded in 2013, Social Power Group is a branding agency. The small team specializes in Branding and CRM consulting and SI.
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UndisclosedUndisclosed2 - 9New York, NY
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Blackland Data Management is a Corporate Training & Coaching company. Their small team is located in New York, New York. Their services include Corporate Training & Coaching and CRM consulting and
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UndisclosedUndisclosed2 - 9San Francisco, CA
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DELTA Computer Solutions is a small San Francisco, California-based software development firm. Their services include Custom Software Development and CRM consulting and SI.
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UndisclosedUndisclosed2 - 9Herndon, VA
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3KPC, INC., a big data company, is located in Herndon, Virginia. Their services include BI & big data consulting & SI and CRM consulting and SI.
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UndisclosedUndisclosed2 - 9Claremont, CA
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In Claremont, California, ITS Consulting Incorporated is a CRM consulting and SI company. The team focuses on CRM consulting and SI and ERP consulting and SI.
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UndisclosedUndisclosed2 - 9Elizabethtown, PA
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Headquartered in Elizabethtown, Pennsylvania, No Bounds Digital is a small Advertising company. The team focuses on Advertising and Digital Strategy.
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UndisclosedUndisclosed2 - 9Atlanta, GA
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See all 1 projectsNext Stage Web offers services in web design, landing page creation, website maintenance, and technical support. Reviews highlight their reliability, responsiveness, and alignment with client values, making them a strong partner for maintaining and enhancing web presence. Clients particularly appreciate their rapid response to technical issues and the delivery of easy-to-load webpages.
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UndisclosedUndisclosed2 - 9Folsom, CA
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YuTechs LLC, a SEO services firm, was launched in 2009. The firm focuses on Search Engine Optimization and Web Design, and is small.
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UndisclosedUndisclosed2 - 9Bannockburn, IL
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Located in Bannockburn, Illinois, The WDG Agency is a Marketing Strategy company. Their services include Marketing Strategy and Other Marketing.
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UndisclosedUndisclosed2 - 9Westlake Village, CA
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Branding agency Stackit Digital, Inc. Was founded in 2022. The company focuses on Branding and Search Engine Optimization, and is small.
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UndisclosedUndisclosed2 - 9Alpharetta, GA
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Vonza is a SMS Marketing company established in 2020. Their services include SMS Marketing and Email Marketing.
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UndisclosedUndisclosed2 - 9Keller, TX
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Genie Rocket, a Digital Strategy company, is in Keller, Texas. The team provides Digital Strategy and CRM consulting and SI.
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UndisclosedUndisclosed2 - 9St. Petersburg, FL
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Camco Technologies is a CRM consulting and SI company. They were established in 2011 and offer CRM consulting and SI and ERP consulting and SI.
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UndisclosedUndisclosed2 - 9Milwaukee, WI
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Riseable is a social media marketing company. Headquartered in Milwaukee, Wisconsin, their team provides Social Media Marketing and Pay Per Click.
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UndisclosedUndisclosed2 - 9Pompano Beach, FL
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Launched in 2018, Insightful Analytics, LLC is a Market Research company. The agency focuses on Market Research and Social Media Marketing, and is small.
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UndisclosedUndisclosed2 - 9Chesterfield, MO
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360Views LLC is a big data analytics company. Launched in 2013, their team focuses on BI & big data consulting & SI and CRM consulting and SI.
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UndisclosedUndisclosed2 - 9Miami, FL
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SEO agency Digital Ninja 9 is in Miami, Florida and Marina del Rey, California. They offer Search Engine Optimization and Pay Per Click and were established in 1996.
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UndisclosedUndisclosed2 - 9Houston, TX
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Credexo Inc. Is a big data company. The team is headquartered in Houston, Texas, and their services include BI & big data consulting & SI and cloud consulting & SI.
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UndisclosedUndisclosed2 - 9Fort Lauderdale, FL
Services provided
Dial Interactive is a cloud consulting & SI company in Fort Lauderdale, Florida. The team focuses on cloud consulting & SI and CRM consulting and SI.
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UndisclosedUndisclosed2 - 9Austin, TX
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Executive Search company Audience Innovation was founded in 2005. In Austin, Texas, the team focuses on Executive Search and Pay Per Click.
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UndisclosedUndisclosed2 - 9Los Angeles, CA
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Invoketin, Inc. Is a Los Angeles, California-based Email Marketing company. They specialize in Email Marketing and Conversion Optimization.
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UndisclosedUndisclosed2 - 9New York, NY
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Lean Layer is a Marketing Strategy company. The New York, New York-based company was established in 2019. Their services include Marketing Strategy and BI & big data consulting & SI.
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UndisclosedUndisclosed2 - 9New York, NY
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Marketing Strategy company DB Marketing Technologies was established in 1999. The agency specializes in Marketing Strategy and CRM consulting and SI.
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UndisclosedUndisclosed2 - 9Las Vegas, NV
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WebKitty Creative Services LLC. Is a web design company. Established in 2010, the company is in Las Vegas, Nevada. Their services include Web Design and Web Development.
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UndisclosedUndisclosed2 - 9Clinton, MA
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Chatham Oaks Growth Solutions is a small Digital Strategy company. Founded in 2021, the team focuses on Digital Strategy and Search Engine Optimization.
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UndisclosedUndisclosed2 - 9Boston, MA
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Local CEO is a small social media marketing firm in Boston, Massachusetts. The team focuses on Social Media Marketing and Email Marketing.
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UndisclosedUndisclosed2 - 9Austin, TX
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SKI Technology Solutions is a business intelligence company launched in 2013. The team provides BI & big data consulting & SI and IT managed services and is in Austin, Texas.
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UndisclosedUndisclosed2 - 9Montpelier, VT
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Bear Code LLC is a social media marketing company. Their small team of employees is in Montpelier, Vermont. Their team provides Social Media Marketing and CRM consulting and SI.
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UndisclosedUndisclosed2 - 9Largo, FL
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In Largo, Florida, Concentric Management LLC is a Content Marketing company. Their services include Content Marketing and Search Engine Optimization.
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UndisclosedUndisclosed2 - 9Orlando, FL
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Skysoft Incorporated is a cloud consulting & SI company. The Orlando, Florida-based firm offers cloud consulting & SI and CRM consulting and SI.
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UndisclosedUndisclosed2 - 9Clearwater, FL
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Founded in 2020, Black Badger Software Solutions is a CRM consulting and SI company. The team offers CRM consulting and SI and ERP consulting and SI.
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UndisclosedUndisclosed2 - 9Las Vegas, NV
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Branding firm Awareness Business Group is based in Las Vegas, Nevada. Their services include Branding and Search Engine Optimization.
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UndisclosedUndisclosed2 - 9Tega Cay, SC
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Social media marketing company Coombs Marketing, LLC focuses on Social Media Marketing and Content Marketing. They were launched in 2006.
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UndisclosedUndisclosed2 - 9Irvine, CA
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Coral Collective LLC, a branding firm, was launched in 2021. The team focuses on Branding and Social Media Marketing.
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UndisclosedUndisclosed2 - 9Lake Forest, CA
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FroBro Web Technologies is a Lake Forest, California-based SEO company. The team provides Search Engine Optimization and Web Design.
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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.