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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UndisclosedUndisclosed2 - 9Jacksonville, FL
Services provided
To The Next Level is a small HR Consulting company in Jacksonville, Florida. Their services include HR Consulting and BI & big data consulting & SI.
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UndisclosedUndisclosed2 - 9San Diego, CA
Services provided
8People, Inc. Is a small data analytics company. They provide BI & big data consulting & SI and cloud consulting & SI and were established in 2017.
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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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UndisclosedUndisclosed2 - 9Portland, OR
Services provided
Ceruleo Consulting is a CRM consulting and SI company. Their small team is based in Portland, Oregon and provides CRM consulting and SI and Marketing Strategy. The firm was launched in 2022.
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UndisclosedUndisclosed2 - 9Evansville, IN
Services provided
EXTEND GROUP is a social media marketing company. Launched in 2007, the company is located in Evansville, Indiana. Their services include Social Media Marketing and Content Marketing.
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UndisclosedUndisclosed2 - 9Clearwater, FL
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Advertising company Thrive Management was founded in 2010. The agency provides Advertising and Social Media Marketing, and is small.
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Undisclosed$100 - $149 / hr1,000 - 9,999New York, NY
Services provided
See all 4 projectsCustomertimes Corp is a CRM Consulting and Systems Integration company known for its strong design methodologies and responsive project management. They consistently deliver projects on time and within budget, with 100% positive feedback from clients highlighting their impressive skill set and alignment with customer values.
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$1,000+$50 - $99 / hr10 - 49Albuquerque, NM
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See all 4 projectsNIILAA is an IT solutions provider specializing in infrastructure management, telecommunication systems, and cybersecurity services. Their reviews are overwhelmingly positive, with clients praising their project management and proactive problem-solving skills. Highlights include completing projects ahead of schedule and achieving 100% uptime and data recovery rates, reflecting their commitment to excellence and customer satisfaction.
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$5,000+< $25 / hr50 - 249Los Angeles, CA
Services provided
See all 5 projectsTechcronus Business Solutions is a versatile software development company specializing in e-commerce, SaaS, POS systems, and logistics software solutions. The company consistently receives positive feedback, with approximately 100% of reviewers highlighting their technical expertise, strong communication skills, and alignment with client values. Clients commend their project management and timely delivery, though a few suggest improvements in documentation and timezone alignment.
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$25,000+$200 - $300 / hr10 - 49Austin, TX
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Established in 2018, Thinklytics is a big data analytics company. The team focuses on BI & big data consulting & SI and AI Consulting and is in Austin, Texas.
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UndisclosedUndisclosedFreelancerOrlando, FL
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CRM consulting and SI company Jeffrey Bosworth provides CRM consulting and SI and Fractional CMO Services. They were established in 2008.
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$1,000+$50 - $99 / hrFreelancerMinneapolis, MN
Services provided
Launched in 2025, Resonant Operations is a small CRM consulting and SI company. Their services include CRM consulting and SI and AI Agents.
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$1,000+$25 - $49 / hr10 - 49Santa Ana, CA
Services provided
Vibgyorweb Technologies Pvt Ltd is a social media marketing firm established in 2020. Their services include Social Media Marketing and Search Engine Optimization.
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$5,000+$50 - $99 / hr10 - 49Staunton, VA
Services provided
Trailblazex Integration Pvt. Ltd is a cloud consulting & SI company founded in 2023. Their team specializes in cloud consulting & SI and IT managed services.
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Undisclosed$50 - $99 / hr2 - 9Jersey City, NJ
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Seepath Solutions, a cloud consulting & SI company, is in Jersey City, New Jersey. The team focuses on cloud consulting & SI and CRM consulting and SI.
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$5,000+$100 - $149 / hr2 - 9Austin, TX
Services provided
Idea Labs Consulting is a Business Consulting company. They are located in Austin, Texas and have small team of experts. Their services include Business Consulting and CRM consulting and SI.
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$1,000+$25 - $49 / hr250 - 999Wixom, MI
Services provided
See all 1 projectsABSYZ Inc is a Salesforce automation and Force.com development company known for providing comprehensive end-to-end workflow solutions. The overall feedback from their reviews is predominantly positive, with clients expressing satisfaction with their quality of work and the impressive expertise of their 35 twice-certified consultants. Notably, clients have reported no major complaints, highlighting the company's strong performance in delivering client projects.
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$1,000+$150 - $199 / hr10 - 49Castalia, NC
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Sente Media Group, Inc. Is a small Castalia, North Carolina-based CRM consulting and SI company. Their services include CRM consulting and SI and Search Engine Optimization.
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$1,000+$50 - $99 / hr10 - 49Miami, FL
Services provided
Articod Digital Lab is a social media marketing firm. Established in 2018, their team focuses on Social Media Marketing and Pay Per Click.
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$5,000+$25 - $49 / hr50 - 249Scotts Valley, CA
Services provided
See all 81 projectsDianApps is a versatile software development company specializing in app and platform development, catering to various sectors such as telemedicine, social networking, and digital marketplaces. The company consistently garners positive feedback, with approximately 100% of reviews highlighting their strong project management, clear communication, and ability to deliver high-quality work on time. Clients frequently commend DianApps for their professionalism, flexibility, and customer-centric approach.
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UndisclosedUndisclosed2 - 9Chicago, IL
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Web design company Psycray was established in 2012. The team offers Web Design and CRM consulting and SI and is headquartered in Chicago, Illinois.
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UndisclosedUndisclosed10 - 49New York, NY
Services provided
Nomad Marketing Consulting, LLC is a small CRM consulting and SI company based in New York, New York. Their services include CRM consulting and SI and Marketing Strategy.
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$5,000+$100 - $149 / hr50 - 249Anaheim, CA
Services provided
Axis Technical Group, Inc. Is an IT strategy consulting company founded in 2002. The firm offers IT strategy consulting and CRM consulting and SI.
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$5,000+$100 - $149 / hr50 - 249Seattle, WA
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Established in 1995, Resources Online is a midsize social media marketing firm. Their team focuses on Social Media Marketing and Email Marketing.
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UndisclosedUndisclosed50 - 249West Fargo, ND
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Founded in 2007, BNG Team is a midsize West Fargo, North Dakota-based Marketing Strategy company. Their services include Marketing Strategy and E-Commerce Development.
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UndisclosedUndisclosed50 - 249Denver, CO
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Blue Moon Digital, Inc. Is a midsize branding agency launched in 2014. Their team focuses on Branding and Public Relations.
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UndisclosedUndisclosed50 - 249Kansas City, MO
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MarksNelson is an Accounting company. The Kansas City, Missouri-based agency was launched in 1968. Their services include Accounting and Custom Software Development.
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UndisclosedUndisclosed50 - 249San Antonio, TX
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Metrica, Inc. - Texas is a cloud consulting & SI company. Located in San Antonio, Texas, their midsize team focuses on cloud consulting & SI and IT managed services. The agency was launched in 1984.
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$5,000+$50 - $99 / hr50 - 249Los Angeles, CA
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See all 20 projectsVasterra is a versatile IT services company specializing in software development, mobile app creation, and digital solutions integration. Reviewers consistently commend their technical expertise and effective project management, highlighting their proactive communication and ability to deliver tailored solutions. Approximately 85% of reviews emphasize their understanding of business needs and successful project outcomes. While some suggest enhancing initial phase speed and customization options, the positive feedback significantly outweighs any criticisms.
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UndisclosedUndisclosed50 - 249Addison, TX
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7T (SevenTablets, Inc.), an user experience company, is headquartered in Addison, Texas. The team offers UX/UI Design and Custom Software Development.
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UndisclosedUndisclosed50 - 249Santa Clara, CA
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Launched in 2000, Rootshell Inc is a midsize Santa Clara, California-based CRM consulting and SI company. Their services include CRM consulting and SI and ERP consulting and SI.
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UndisclosedUndisclosed50 - 249Rockville, MD
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FusionSpan, a Digital Strategy company, was established in 2010. They provides Digital Strategy and IT managed services.
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UndisclosedUndisclosed50 - 249Herndon, VA
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Sky Solutions is an IT strategy consulting company. Their midsize team of employees is headquartered in Herndon, Virginia. Their team focuses on IT strategy consulting and cloud consulting & SI.
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UndisclosedUndisclosed50 - 249San Jose, CA
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Infobahn Softworld Inc is a cloud consulting & SI company. The agency is based in Toronto, Canada and San Jose, California. Their team focuses on cloud consulting & SI and Application Testing.
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UndisclosedUndisclosed50 - 249Las Vegas, NV
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Stixis Technologies is a cloud consulting & SI company established in 2009. Based in Las Vegas, Nevada, the team offers cloud consulting & SI and Mobile App Development.
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UndisclosedUndisclosed50 - 249Meridian charter Township, MI
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RICEFW Technologies Inc is a Meridian charter Township, Michigan-based data analytics company. They focus on BI & big data consulting & SI and cloud consulting & SI and were launched in 2010.
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UndisclosedUndisclosed50 - 249Lawrence Township, NJ
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Launched in 2001, Optima Global Solutions is a midsize Lawrence Township, New Jersey-based Robotics Process Automation company. Their services include Robotics Process Automation and Market
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UndisclosedUndisclosed50 - 249Columbia, MD
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Launched in 2016, Global Alliant Inc is a midsize Columbia, Maryland-based cloud consulting & SI company. Their team specializes in cloud consulting & SI and Artificial Intelligence.
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UndisclosedUndisclosed50 - 249Rockville, MD
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KMM Technologies, Inc. Is a Rockville, Maryland-based big data company. Established in 2003, the team provides BI & big data consulting & SI and IT managed services.
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UndisclosedUndisclosed50 - 249Boston, MA
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Founded in 2006, Performance Architects is a big data company. The company offers BI & big data consulting & SI and cloud consulting & SI, and is midsize.
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UndisclosedUndisclosedFreelancerSt. Louis, MO
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IT strategy consulting company Paritta Group is located in St. Louis, Missouri and Leawood, Kansas. Their services include IT strategy consulting and BI & big data consulting & SI.
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UndisclosedUndisclosedFreelancerCharlotte, NC
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Blue Nine Partners, Inc. Is a Fractional CMO Services company. In Charlotte, North Carolina, their team specializes in Fractional CMO Services and Public Relations.
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UndisclosedUndisclosed50 - 249New York, NY
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Quality Clouds is a midsize cloud consulting & SI company launched in 2015. Their services include cloud consulting & SI and Application Testing.
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UndisclosedUndisclosed50 - 249Apex, NC
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Sitation, a Digital Strategy company, was established in 2001. The team provides Digital Strategy and Content Marketing and is located in Apex, North Carolina and Toronto, Canada.
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UndisclosedUndisclosed50 - 249Santa Clara, CA
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Stage 4 Solutions is a Business Consulting company founded in 2001. The company provides Business Consulting and Marketing Strategy, and is midsize.
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UndisclosedUndisclosed50 - 249New York, NY
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QBA Worldwide is an ERP consulting and SI company. They provide ERP consulting and SI and IoT development and were launched in 2013. The firm is in New York, New York and Luxembourg, Luxembourg.
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UndisclosedUndisclosed50 - 249Parsippany-Troy Hills, NJ
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LinkTMS is a midsize big data analytics company based in Parsippany-Troy Hills, New Jersey. Their services include BI & big data consulting & SI and CRM consulting and SI.
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UndisclosedUndisclosed50 - 249Arlington, VA
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DAn Solutions is a midsize custom software development company launched in 2007. Their services include Custom Software Development and BI & big data consulting & SI.
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UndisclosedUndisclosed50 - 249Park Ridge, IL
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Sales Outsourcing company Policy Claim Management International (PCMI) is located in Park Ridge, Illinois. They provide Sales Outsourcing and Market Research.
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UndisclosedUndisclosed50 - 249Dublin, CA
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Clovity, a cloud consulting & SI company, was founded in 2017. Headquartered in London, England and Dublin, California, the team focuses on cloud consulting & SI and ERP consulting and SI.
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UndisclosedUndisclosed50 - 249Cupertino, CA
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Codenatives, a CRM consulting and SI company, was launched in 2012. The midsize team offers CRM consulting and SI and Mobile App 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.