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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UndisclosedUndisclosed2 - 9Chicago, IL
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True Blue Creatives is a branding agency. Located in Chicago, Illinois, the company focuses on Branding and Social Media Marketing.
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UndisclosedUndisclosed50 - 249Chicago, IL
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Established in 2012, Huble Digital is a Marketing Strategy company. The midsize team specializes in Marketing Strategy and Social Media Marketing.
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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 - 249Lynnwood, WA
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Encore Business Solutions is a Cybersecurity company. They are based in Winnipeg, Canada and Lynnwood, Washington, and their services include Cybersecurity and Business Consulting.
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Undisclosed$50 - $99 / hr2 - 9Chapel Hill, NC
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CloudBudget, a cloud consulting & SI company, was launched in 2012. The small team specializes in cloud consulting & SI and CRM consulting and SI.
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UndisclosedUndisclosed2 - 9Lancaster, PA
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See all 1 projectsSwitch It Up Designs is ostensibly a digital marketing agency specializing in paid social media campaigns. However, feedback is overwhelmingly negative, with 100% of reviewers highlighting unprofessional behavior and unmet promises. Concerns include misrepresentation of team experience and unauthorized financial transactions, with clients advised to avoid the company entirely.
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$1,000+$50 - $99 / hr10 - 49San Francisco, CA
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Oddience is an IT strategy consulting company. They are headquartered in Lagos, Nigeria and San Francisco, California, and their services include IT strategy consulting and CRM consulting and SI.
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UndisclosedUndisclosed50 - 249New York, NY
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Launched in 2002, iVend Retail is a CRM consulting and SI company. The team provides CRM consulting and SI and E-Commerce Development.
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$1,000+$150 - $199 / hrFreelancerGrand Junction, CO
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Pipeline Autopsy is a small Grand Junction, Colorado-based CRM consulting and SI company. Their services include CRM consulting and SI and BI & big data consulting & SI.
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$25,000+Undisclosed50 - 249New York, NY
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Bookmark Content and Communications, a Content Marketing company, is based in Holborn, England and Toronto, Canada. They offer Content Marketing and CRM consulting and SI and were launched in 1986.
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Undisclosed$150 - $199 / hr10 - 49Irvine, CA
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Integrated Access Solutions is a CRM consulting and SI company. They provide CRM consulting and SI and unified communications consulting & SI and are headquartered in Irvine, California.
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Undisclosed$25 - $49 / hr50 - 249San Jose, CA
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360 IT Professionals is a midsize San Jose, California-based CRM consulting and SI company. Their services include CRM consulting and SI and Mobile App Development.
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$5,000+$25 - $49 / hr10 - 49North Bay Village, FL
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In Istanbul, Türkiye and North Bay Village, Florida, GYRO Technology is a small Business Consulting company. Their services include Business Consulting and AI Consulting.
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$1,000+$100 - $149 / hr2 - 9Lakeland, FL
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Established in 2022, ABL3 is a CRM consulting and SI company. Their services include CRM consulting and SI and AI Agents.
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UndisclosedUndisclosed2 - 9Ladera Ranch, CA
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Ops Cast is a Ladera Ranch, California-based CRM consulting and SI company. Their services include CRM consulting and SI and Business Consulting.
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UndisclosedUndisclosed1,000 - 9,999Jacksonville, FL
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Located in Jacksonville, Florida and Pune, India, Wave6 (now Bridgenext) is a CRM consulting and SI company. Founded in 2013, the team offers CRM consulting and SI and cloud consulting & SI.
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Undisclosed$150 - $199 / hrFreelancerFranklin, TN
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Navigate CRM, a CRM consulting and SI company, offers CRM consulting and SI and Business Consulting. The firm is based in Franklin, Tennessee.
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$10,000+$25 - $49 / hr10 - 49Windermere, FL
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Quantic Cloud is a cloud consulting & SI company founded in 2018. In Indore, India and Windermere, Florida, the team provides cloud consulting & SI and IT managed services.
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Undisclosed$150 - $199 / hr50 - 249Herndon, VA
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Information Concepts is a Herndon, Virginia-based custom software development firm. Launched in 1982, the team provides Custom Software Development and CRM consulting and SI.
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$5,000+$100 - $149 / hr10 - 49Portland, OR
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OMBU is a web development company. Their small team is located in Portland, Oregon. Their team offers Web Development and cloud consulting & SI.
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$25,000+$25 - $49 / hr10 - 49San Clemente, CA
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Adapt360, a software development company, offers Custom Software Development and Web Development. The company is in San Clemente, California.
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$5,000+$100 - $149 / hr10 - 49Royal Oak, MI
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Launched in 1991, iwerk is a small software development company. Their services include Custom Software Development and Mobile App Development.
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UndisclosedUndisclosed10 - 49Greensboro, NC
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Launched in 2002, Xenogenix is a cloud consulting & SI and CRM consulting and SI company. The team offers cloud consulting & SI and CRM consulting and SI and is in Greensboro, North Carolina.
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UndisclosedUndisclosed10 - 49Simi Valley, CA
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Founded in 2008, Cynergy Solutions, LLC is a CRM consulting and SI and Application Management & Support company. The small team provides CRM consulting and SI and Application Management & Support.
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UndisclosedUndisclosed10 - 49Syracuse, NY
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StorySlab is an IT strategy consulting company. Launched in 2012, the company is headquartered in Syracuse, New York. Their team offers IT strategy consulting and Mobile App Development.
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$5,000+$100 - $149 / hr10 - 49Dover, NH
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Small Email Marketing company Apeak Solutions, is based in Dover, New Hampshire. Their services include Email Marketing and Marketing Strategy.
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UndisclosedUndisclosed10 - 49Houston, TX
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Based in Houston, Texas, Pozative is a branding agency and CRM consulting and SI company. Their services include Branding and CRM consulting and SI.
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UndisclosedUndisclosed10 - 49Sioux Falls, SD
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AllStar Technology is a web design agency. Their small team is located in Sioux Falls, South Dakota. Their services include Web Design and CRM consulting and SI.
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UndisclosedUndisclosed10 - 49Wilmington, DE
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Based in Wilmington, Delaware, Trufe is a CRM consulting and SI company. The team focuses on CRM consulting and SI and Custom Software Development.
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UndisclosedUndisclosed10 - 49Frisco, TX
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Fortune Minds Inc. Is a small IT strategy consulting company. Launched in 2012, the team offers IT strategy consulting and cloud consulting & SI.
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UndisclosedUndisclosed10 - 49Melville, NY
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A. B. Computer Systems, Inc. Is a software development firm. The company is based in Melville, New York. Their services include Custom Software Development and BI & big data consulting & SI.
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UndisclosedUndisclosed10 - 49Denver, CO
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DG Marketing Services is a CRM consulting and SI company. Their small team of employees is based in Denver, Colorado. Their team provides CRM consulting and SI and Fractional CMO Services.
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UndisclosedUndisclosed10 - 49Boulder, CO
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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
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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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$100,000+Undisclosed250 - 999Rocky Hill, CT
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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
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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
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See all 4 projectsChampionsys | Software Consulting Company specializes in software consulting with a focus on optimizing HR management systems and implementing digital transformation solutions. According to the reviews, 100% of clients appreciated their personalized attention and timely project delivery, with 67% highlighting their adaptability and professionalism. Overall, clients were impressed by their ability to align with company values and deliver optimal results.
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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
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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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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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$50,000+$25 - $49 / hr10 - 49North Highlands, CA
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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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$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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$5,000+$25 - $49 / hr50 - 249Brooklyn, NY
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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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$10,000+$50 - $99 / hr50 - 249Plano, TX
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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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$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
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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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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.