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 96 projectsSet2Close is a CRM Consultancy specializing in CRM Implementation, Customer Relationship Management Consulting, and CRM Systems Integration. The company receives overwhelmingly positive feedback, with 100% of reviewers noting their deep expertise and personalized approach. Clients commend their ability to tailor CRM solutions precisely to business needs, highlighting their valuable training and seamless process management.
$1,000+$25 - $49 / hr50 - 249Serves United StatesServices provided
See all 97 projectsPeeklogic, LLC is a CRM Consultancy specializing in CRM Integration and CRM Systems Integration, with a strong focus on Salesforce solutions. Across their reviews, 100% of clients commend their project management and responsiveness, while 80% highlight their ability to streamline workflows and improve efficiency. Clients frequently note their excellent communication skills and solution-oriented approach. Feedback indicates no significant areas for improvement.
$5,000+$200 - $300 / hr50 - 249Serves United StatesServices provided
See all 15 projectsCloudMasonry is a CRM Consultancy specializing in CRM Implementation and CRM Systems Integration. Reviewers overwhelmingly highlight their expertise and professionalism, with 100% satisfaction, noting their ability to deliver projects on time and within budget. Approximately 80% of reviewers commend their proactive approach and strong communication skills, emphasizing the value they provide in CRM Consulting and SI services.
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UndisclosedUndisclosed10 - 49Boulder, CO
Services provided
Founded in 2007, Firefly Partners is a small Conversion Optimization and CRM consulting and SI company. Their services include Conversion Optimization and CRM consulting and SI.
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UndisclosedUndisclosed2 - 9Houston, TX
Services provided
IT strategy consulting and CRM consulting and SI company prettysim.pl is in London, England and George, South Africa. Their services include IT strategy consulting and CRM consulting and SI.
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Featured
What are Featured Providers?
$1,000+$25 - $49 / hr50 - 249Serves United StatesServices provided
See all 45 projectsComputan is a web development and digital marketing company offering services in website management, CRM integration, and CMS development. Reviews indicate that approximately 85% of clients appreciate their adaptability, timely communication, and ability to meet project requirements effectively. Clients also commend Computan for understanding their business needs and providing quality solutions within budget, although a few mentioned room for improvement in project delivery timelines and proactive communication.
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$100,000+Undisclosed250 - 999Rocky Hill, CT
Services provided
Market Research company NAVA Software Solutions is located in Rocky Hill, Connecticut and Zapopan, Mexico. The team provides Market Research and IT strategy consulting.
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$10,000+$50 - $99 / hr10 - 49Savannah, GA
Services provided
AXImprove Ltd is an IT managed services company. Their team is based in Coventry, England and Kincardine, Scotland. The firm provides IT managed services and IT strategy consulting.
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UndisclosedUndisclosed50 - 249Hialeah, FL
Services provided
See all 4 projectsChampionsys | Software Consulting Company specializes in providing tailored software consulting services, excelling in HR management optimization and digital transformation. The reviews highlight a 100% satisfaction rate, emphasizing their professional and personalized approach, timely delivery, and adaptability to client needs. Clients particularly value their personalized attention, with 67% of reviewers noting their impressive human level and responsiveness.
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$1,000+$25 - $49 / hr10 - 49Wilmington, DE
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Launched in 2021, J&S Infoline INC is a small software development firm located in Wilmington, Delaware and Kolkata, India. Their team offers Custom Software Development and IT strategy consulting.
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UndisclosedUndisclosed50 - 249Weston, FL
Services provided
Recruitment Intelligence™, a HR Consulting company, was founded in 2014. Based in Weston, Florida, the team provides HR Consulting and Executive Search.
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$50,000+$25 - $49 / hr10 - 49North Highlands, CA
Services provided
See all 2 projectsGoteco is a versatile software development company specializing in mobile app and web development, CRM platforms, and business process automation. Reviewers consistently highlight Goteco's blend of technical expertise and client-focused flexibility, with 100% positive feedback regarding their project management and responsive communication. Approximately 80% emphasize the company's effective handling of complex projects and adaptive strategies to meet evolving client needs.
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Undisclosed$100 - $149 / hr10 - 49Clearwater, FL
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Sales & Marketing Automation is a Marketing Strategy company established in 2013. In Toronto, Canada and Clearwater, Florida, the team focuses on Marketing Strategy and Social Media Marketing.
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UndisclosedUndisclosed50 - 249Las Vegas, NV
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Established in 2004, Lever10, a midsize CRM consulting and SI company, is based in Las Vegas, Nevada. Their services include CRM consulting and SI and BI & big data consulting & SI.
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$1,000+$25 - $49 / hr10 - 49Irving, TX
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See all 1 projectsVayutech Global Solutions operates as a leading agency that offers innovative web solutions and digital marketing strategies to boost businesses in their online growth. Our company started operation
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UndisclosedUndisclosed250 - 999Santa Clara, CA
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ERP consulting and SI company Yantra Inc. Is in Santa Clara, California and Toronto, Canada. Founded in 2008, the team specializes in ERP consulting and SI and CRM consulting and SI.
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$10,000+$50 - $99 / hr50 - 249Plano, TX
Services provided
See all 11 projectsVimera is a Customer Relationship Management Consulting firm specializing in CRM Implementation and Systems Integration. The majority of reviewers (over 90%) commend Vimera for on-time delivery, adaptability, and effective project management. Clients appreciate their detailed understanding of project needs and partnership approach, with some suggesting room for improvement in demo presentation clarity.
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$5,000+$25 - $49 / hr50 - 249Brooklyn, NY
Services provided
Founded in 2020, XTR Solutions is an IT strategy consulting company. Located in Brooklyn, New York, the team specializes in IT strategy consulting and CRM consulting and SI.
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$10,000+$50 - $99 / hr50 - 249Suwanee, GA
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EConsultants Inc. Is a Conversion Optimization company. They are in Suwanee, Georgia and have midsize team of experts. Their services include Conversion Optimization and Architectural Design.
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$1,000+$25 - $49 / hr50 - 249Cincinnati, OH
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Growlyze is an AI Consulting company. The team offers AI Consulting and CRM consulting and SI and is headquartered in Mangerton, Australia and Lahore, Pakistan.
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$250,000+$300+ / hrFreelancerDaphne, AL
Services provided
Gianos Agency is a small big data analytics company headquartered in Daphne, Alabama. The team offers BI & big data consulting & SI and Web Development.
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$1,000+$25 - $49 / hr10 - 49New York, NY
Services provided
Established in 2016, Consu.me is a CRM consulting and SI company. The firm provides CRM consulting and SI and BI & big data consulting & SI.
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UndisclosedUndisclosed10 - 49Indianapolis, IN
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Right On Interactive, an Email Marketing company, was established in 2006. The team provides Email Marketing and CRM consulting and SI.
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$10,000+$25 - $49 / hr250 - 999Bellevue, WA
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Confiz, an IT staff augmentation company, is in Bellevue, Washington and Dubai, United Arab Emirates. Launched in 2005, the team offers IT staff augmentation and ERP consulting and SI.
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UndisclosedUndisclosed250 - 999North Brunswick Township, NJ
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Informatic Technologies, Inc., a business intelligence company, was founded in 1996. The team specializes in BI & big data consulting & SI and CRM consulting and SI.
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UndisclosedUndisclosed250 - 999Malvern, PA
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IT strategy consulting company REALTECH, Inc. Is headquartered in Malvern, Pennsylvania. Their services include IT strategy consulting and cloud consulting & SI.
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UndisclosedUndisclosed10 - 49Bel Air, MD
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Go2Group is a custom software development company. The Bel Air, Maryland-based team focuses on Custom Software Development and cloud consulting & SI.
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$1,000+$100 - $149 / hrFreelancerIrvine, CA
Services provided
Revlix, LLC is a CRM consulting and SI company. Established in 2023, the team specializes in CRM consulting and SI and Web Design.
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$1,000+$100 - $149 / hrFreelancerCheyenne, WY
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Suite Certified, an ERP consulting and SI company, is headquartered in Cheyenne, Wyoming. They offer ERP consulting and SI and CRM consulting and SI and were founded in 2000.
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Undisclosed$100 - $149 / hr250 - 999Acton, MA
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Apps Associates is a midsize IT managed services company. They focus on IT managed services and Digital Strategy and were launched in 2002.
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Undisclosed$100 - $149 / hr10 - 49Carmel, IN
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Leaf Software Solutions is a software development company in Carmel, Indiana. Their services include Custom Software Development and CRM consulting and SI.
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$5,000+$25 - $49 / hr10 - 49Acworth, GA
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Matsyaa Infotech is a small Chennai, India-based IT strategy consulting company. The team focuses on IT strategy consulting and CRM consulting and SI.
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$50,000+$25 - $49 / hr250 - 999Las Vegas, NV
Services provided
See all 7 projectsDev.Pro is a dynamic software development company that specializes in custom software solutions, mobile app development, and UI/UX design. Across their reviews, clients consistently praise their project management skills and flexibility, with approximately 95% of feedback reflecting satisfaction with their services. A notable theme is the professionalism and technical expertise of their team, although there have been mentions of occasional communication challenges.
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UndisclosedUndisclosed50 - 249New York, NY
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Digital Strategy company Tap CXM is headquartered in London, England and New York, New York. Their services include Digital Strategy and CRM consulting and SI.
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$1,000+< $25 / hr2 - 9New York, NY
Services provided
Monarchy Solutions, a small CRM consulting and SI company, is in Dhaka, Bangladesh and New York, New York. The team offers CRM consulting and SI and ERP consulting and SI.
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$1,000+$50 - $99 / hr2 - 9Cheyenne, WY
Services provided
Ozark Automation is a software development firm. Located in Cheyenne, Wyoming, their team provides Custom Software Development and CRM consulting and SI.
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Undisclosed$150 - $199 / hr2 - 9San Diego, CA
Services provided
Network Velocity is a small San Diego, California-based CRM consulting and SI company. The team offers CRM consulting and SI and ECM consulting and SI.
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UndisclosedUndisclosed2 - 9Springfield, MO
Services provided
AcuTech Design is a CRM consulting and SI company. Established in 2013, the company specializes in CRM consulting and SI and Search Engine Optimization.
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$1,000+$100 - $149 / hr2 - 9Roseland, NJ
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Headquartered in Roseland, New Jersey, DJS DIGITAL LLC is a CRM consulting and SI company. They specialize in CRM consulting and SI and ERP consulting and SI.
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$50,000+$50 - $99 / hr250 - 999Plano, TX
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See all 13 projectsRay Business Technologies is a CRM Consulting and Systems Integration firm with a strong reputation for delivering comprehensive CRM solutions and cloud implementations. The company has received positive feedback, with 100% of reviewers highlighting their proactive communication and adaptability. Clients commend their ability to integrate tailored solutions with existing systems, fostering enhanced productivity and client satisfaction.
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$10,000+$100 - $149 / hr2 - 9Winchester, MA
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Launched in 2002, Rexer Analytics is a small big data analytics company and CRM consulting and SI company. Their services include BI & big data consulting & SI and CRM consulting and SI.
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UndisclosedUndisclosed2 - 9New York, NY
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Polyphonic & Co., a small CRM consulting and SI and Marketing Strategy company, is located in New York, New York. Their services include CRM consulting and SI and Marketing Strategy.
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UndisclosedUndisclosed2 - 9Grand Rapids, MI
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The Image Shoppe is a branding company. The small Grand Rapids, Michigan-based team focuses on Branding and Content Marketing. The firm was established in 2000.
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UndisclosedUndisclosed2 - 9Dallas, TX
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Clockwork Technology, LLC is an Accounting company. They are headquartered in Dallas, Texas. Their team specializes in Accounting and Custom Software Development.
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UndisclosedUndisclosed2 - 9Overland Park, KS
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Onspring Technologies is a Corporate Training & Coaching and CRM consulting and SI company. The Overland Park, Kansas-based team focuses on Corporate Training & Coaching and CRM consulting and SI.
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UndisclosedUndisclosed2 - 9Princeton, NJ
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W&K Systems, Inc is a small cloud consulting & SI and CRM consulting and SI company headquartered in Princeton, New Jersey. The team focuses on cloud consulting & SI and CRM consulting and SI.
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UndisclosedUndisclosed2 - 9Chattanooga, TN
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Red Branch Development is a CRM consulting and SI company established in 2010. The agency provides CRM consulting and SI and Digital Strategy, and is small.
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UndisclosedUndisclosed2 - 9Ozark, MO
Services provided
360VINspin is a CRM consulting and SI and IT strategy consulting company. Launched in 2013, their team offers CRM consulting and SI and IT strategy consulting.
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UndisclosedUndisclosed2 - 9West Melbourne, FL
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Small IT strategy consulting company Sun$hine Consulting, is located in West Melbourne, Florida. The team specializes in IT strategy consulting and HR Consulting.
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UndisclosedUndisclosed2 - 9Dayton, OH
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BI-SI Solutions, LLC is a CRM consulting and SI and IT strategy consulting company. The company is in Dayton, Ohio. Their team focuses on CRM consulting and SI and IT strategy consulting.
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UndisclosedUndisclosed2 - 9Concord, CA
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Launched in 2010, Big Dog Computing, Inc. Is an IT strategy consulting and CRM consulting and SI company. The agency provides IT strategy consulting and CRM consulting and SI.
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UndisclosedUndisclosed2 - 9Portsmouth, NH
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To The Point Marketing Agency is a small Portsmouth, New Hampshire-based Email Marketing and CRM consulting and SI company. Their services include Email Marketing and CRM consulting and SI.
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UndisclosedUndisclosed2 - 9Iowa City, IA
Services provided
Global Business Transformation Professionals is a small Business Consulting company located in Iowa City, Iowa. The team specializes in Business Consulting and Search Engine Optimization.
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UndisclosedUndisclosed2 - 9Ann Arbor, MI
Services provided
HastyEgg is a software development company. The Ann Arbor, Michigan-based agency was established in 2020. Their team offers Custom Software Development and E-Commerce Development.
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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
33.8/40.016.6/20 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
33.4/40.016.2/20 Reviews9.6/10 Clients & Experience7.6/10 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+$25 - $49 / hr50 - 249Carlsbad, CA
Ability to deliver
34.6/40.017.4/20 Reviews7.5/10 Clients & Experience9.7/10 Market PresenceService focus
35% CRM Consulting and SI65% 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+$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 -
$10,000+$150 - $199 / hr10 - 49Palmetto Bay, FL
Ability to deliver
34.4/40.016.2/20 Reviews8.8/10 Clients & Experience9.3/10 Market PresenceService focus
35% CRM Consulting and SI65% Other -
$10,000+$25 - $49 / hr1,000 - 9,999Southborough, MA
Ability to deliver
36.8/40.016.8/20 Reviews10/10 Clients & Experience10/10 Market PresenceService focus
10% CRM Consulting and SI90% 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
39.1/40.020/20 Reviews9.8/10 Clients & Experience9.3/10 Market PresenceService focus
10% CRM Consulting and SI90% 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 -
$25,000+$50 - $99 / hr50 - 249Sunny Isles Beach, FL
Ability to deliver
36.3/40.016.8/20 Reviews10/10 Clients & Experience9.5/10 Market PresenceService focus
20% CRM Consulting and SI80% 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+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
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How to Create a Budget for BI & Analytics Services [With Template]
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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.