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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UndisclosedUndisclosed50 - 249Irving, TX
Services provided
IT strategy consulting company Fuge Technologies Inc. Is based in Irving, Texas. Their services include IT strategy consulting and BI & big data consulting & SI.
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UndisclosedUndisclosed50 - 249Pittsburgh, PA
Services provided
RealogicWorks is an UX design agency. Their midsize team is in Pittsburgh, Pennsylvania and Naples, Florida. Their services include UX/UI Design and IT strategy consulting.
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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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$50,000+$50 - $99 / hr50 - 249Houston, TX
Services provided
Yoda Technologies is an IT staff augmentation company. The Houston, Texas-based team offers IT staff augmentation and Custom Software Development.
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$5,000+$100 - $149 / hr2 - 9Miami Beach, FL
Services provided
Ntegro, a custom software development firm, is headquartered in Miami Beach, Florida. Their services include Custom Software Development and CRM consulting and SI.
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$1,000+$100 - $149 / hr2 - 9Vero Beach, FL
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TechOps Partners is a CRM consulting and SI company. Their small team is located in Vero Beach, Florida. Their team offers CRM consulting and SI and IT managed services.
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UndisclosedUndisclosed250 - 999Woodbridge Township, NJ
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Knack Systems, a CRM consulting and SI and Business Consulting company, was founded in 1998. The agency provides CRM consulting and SI and Business Consulting, and is midsize.
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$1,000+$25 - $49 / hr2 - 9Sheridan, WY
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See all 1 projectsBorealys Digital is a digital marketing agency specializing in website development, SEO, advertising campaign management, and CRM implementation. We help businesses build their online presence and
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$1,000+$200 - $300 / hrFreelancerGrand Junction, CO
Services provided
Pipeline Autopsy is an IT strategy consulting company. The team is headquartered in Grand Junction, Colorado, and their services include IT strategy consulting and CRM consulting and SI.
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$1,000+$50 - $99 / hr2 - 9La Grange, KY
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Based in La Grange, Kentucky, American Dreams Marketing is a small Digital Strategy company. The team offers Digital Strategy and Web Design.
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UndisclosedUndisclosed50 - 249New Jersey, NJ
Services provided
See all 1 projectsFebno Technologies specializes in providing ERP and Odoo solutions. However, based on the review provided, the company has received negative feedback for its project management and communication, with 100% of the feedback indicating issues with timeliness and resource commitment. The client expressed dissatisfaction with the delayed deliverables and transparency, impacting their business plans adversely.
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UndisclosedUndisclosed2 - 9Frankfort, IL
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KBK Communications is a small CRM consulting and SI company. They provide CRM consulting and SI and E-Commerce Development and were launched in 2009.
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$5,000+$50 - $99 / hr50 - 249Ventura, CA
Services provided
Founded in 2019, Growtomation is a CRM consulting and SI company. The midsize team offers CRM consulting and SI and Marketing Strategy.
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Undisclosed$50 - $99 / hr2 - 9Wilmington, NC
Services provided
Starfish Enterprise, LLC is a custom software development firm established in 2011. The company specializes in Custom Software Development and Web Design.
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$5,000+$100 - $149 / hr2 - 9New York, NY
Services provided
MarketingFox Solutions, a Digital Strategy company, was established in 2014. They focuses on Digital Strategy and CRM consulting and SI.
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$1,000+$100 - $149 / hr2 - 9Chicago, IL
Services provided
Louie inc is an Email Marketing company. The Chicago, Illinois-based company was launched in 2017. Their team specializes in Email Marketing and CRM consulting and SI.
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$1,000+$100 - $149 / hr2 - 9Corpus Christi, TX
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Best Marketing is a Marketing Strategy company launched in 2014. The team focuses on Marketing Strategy and Search Engine Optimization and is in Corpus Christi, Texas.
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Undisclosed$150 - $199 / hr2 - 9Osprey, FL
Services provided
Tilted LLC is a CRM consulting and SI company in Osprey, Florida. They offer CRM consulting and SI and IT managed services.
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$1,000+$200 - $300 / hr2 - 9Secaucus, NJ
Services provided
Founded in 2015, InVision Source LLC is a small IT strategy consulting company headquartered in Secaucus, New Jersey. Their team provides IT strategy consulting and CRM consulting and SI.
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$5,000+Undisclosed10 - 49Centreville, VA
Services provided
Somra-MBL Limited is a Market Research company. The Dhaka, Bangladesh-based firm was founded in 1988. Their team offers Market Research and Marketing Strategy.
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$1,000+$25 - $49 / hr10 - 49Wilmington, DE
Services provided
Established in 2016, Wakencode Technologies Private Limited is a small CRM consulting and SI company. Their services include CRM consulting and SI and IT managed services.
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$1,000+$100 - $149 / hr10 - 49Hamilton, NY
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The Design Paradox is a social media marketing firm launched in 2016. Their services include Social Media Marketing and Web Design.
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$5,000+$100 - $149 / hr2 - 9Clinton Township, MI
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Bootstrap Creative is a web development firm. The Clinton Township, Michigan-based firm was launched in 2016. Their team specializes in Web Development and Web Design.
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Undisclosed$150 - $199 / hr1,000 - 9,999Redwood City, CA
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Informatica is a CRM consulting and SI company based in Redwood City, California and Austin, Texas. They focus on CRM consulting and SI and ERP consulting and SI.
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$5,000+$150 - $199 / hr10 - 49Knoxville, TN
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BizSprints is a CRM consulting and SI company. The Knoxville, Tennessee-based firm was founded in 2016. Their services include CRM consulting and SI and unified communications consulting & SI.
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UndisclosedUndisclosed250 - 999Cincinnati, OH
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MNH SoftSkills Inc. Is a midsize software development firm headquartered in Cincinnati, Ohio. The team specializes in Custom Software Development and CRM consulting and SI.
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$5,000+$150 - $199 / hr10 - 49Wilmington, DE
Services provided
Econix InfoTech Ltd. Is an ERP consulting and SI company. The Mississauga, Canada-based firm offers ERP consulting and SI and CRM consulting and SI.
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$1,000+$25 - $49 / hr50 - 249Zephyrhills, FL
Services provided
See all 4 projectsPradeepIT Consulting Services Private Limited offers custom software development, web development, and recruitment services. The reviews consistently praise their excellent communication, timely project delivery, and alignment with client needs. Clients appreciate their dedication, expertise, and flexibility, with no significant areas for improvement noted.
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UndisclosedUndisclosed50 - 249Bellevue, WA
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Domain 6 Inc. Is an IT managed services company founded in 2016. Their team focuses on IT managed services and CRM consulting and SI.
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$5,000+$25 - $49 / hr50 - 249Miami, FL
Services provided
SpectreX Web is a software development company. The team is based in Miami, Florida, and their services include Custom Software Development and Search Engine Optimization.
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$1,000+$50 - $99 / hrFreelancerMacedon, NY
Services provided
Launched in 2018, Derek's Websites and More LLC is an Email Marketing company. The team offers Email Marketing and Graphic Design.
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Undisclosed$50 - $99 / hr10 - 49Long Beach, CA
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Cloud Advisory LLC is an application development company founded in 2011. The small team offers Mobile App Development and Web Development.
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$5,000+$150 - $199 / hr10 - 49Greenwood Village, CO
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Apex Consulting Group, LLC is a Greenwood Village, Colorado-based Business Consulting company. Their services include Business Consulting and ERP consulting and SI.
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$1,000+< $25 / hr2 - 9Ocean City, NJ
Services provided
Small Marketing Strategy company Lanzalo LLC, is based in Ocean City, New Jersey. Their services include Marketing Strategy and Digital Strategy.
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$1,000+$150 - $199 / hr2 - 9Freemansburg, PA
Services provided
Nexus Agents is a CRM consulting and SI company. The team specializes in CRM consulting and SI and Artificial Intelligence, and the company is in Freemansburg, Pennsylvania.
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$5,000+$100 - $149 / hr2 - 9Sheridan, WY
Services provided
Minds & Makers is a branding firm. Their small team is in Sheridan, Wyoming. Their services include Branding and CRM consulting and SI.
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$1,000+$25 - $49 / hr2 - 9Sheridan, WY
Services provided
DCS Software Solutions, a small web design company, is in Sheridan, Wyoming. The team provides Web Design and UX/UI Design.
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$1,000+$25 - $49 / hr2 - 9Sheridan, WY
Services provided
Systemify Automation, a small IT strategy consulting company, is located in Sheridan, Wyoming. The team offers IT strategy consulting and other IT consulting and SI.
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$5,000+$150 - $199 / hr2 - 9Massapequa, NY
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Established in 2025, SMB Ops is a small Massapequa, New York-based Business Consulting company. Their services include Business Consulting and Artificial Intelligence.
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$1,000+$50 - $99 / hr2 - 9St. Petersburg, FL
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CRM Alligators is a custom software development firm. They offer Custom Software Development and CRM consulting and SI and were founded in 2025. The agency is located in St. Petersburg, Florida.
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$1,000+< $25 / hr10 - 49Queens, NY
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Devs On Steroids LLC is a Queens, New York-based web development company. Established in 2025, the team focuses on Web Development and Web Design.
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UndisclosedUndisclosed10 - 49Overland Park, KS
Services provided
Lionshare Marketing is a CRM consulting and SI company. Located in Overland Park, Kansas, the team focuses on CRM consulting and SI and Marketing Strategy.
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$25,000+$25 - $49 / hr50 - 249Southlake, TX
Services provided
See all 9 projectsPOSSUMUS is a CRM Consulting and Systems Integration firm specializing in CRM implementation, integration, and digital transformation. The company receives overwhelmingly positive feedback, with clients praising their involvement, process optimization, and effective communication. However, 20% of reviewers suggest that expanding their training team could enhance service availability.
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$10,000+$25 - $49 / hr50 - 249Cleveland, OH
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Toexa Inc. Is a Digital Strategy company. Launched in 2017, the team offers Digital Strategy and Mobile App Development. The company is in Cleveland, Ohio and Noida, India.
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$5,000+$100 - $149 / hr10 - 49Walnut Creek, CA
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Webfortis is an ECM consulting and SI company in Walnut Creek, California. The team offers ECM consulting and SI and BI & big data consulting & SI.
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UndisclosedUndisclosed2 - 9Bonita Springs, FL
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Atilus is a SEO services firm launched in 2005. Their team provides Search Engine Optimization and Web Design.
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UndisclosedUndisclosed2 - 9Edison, NJ
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RAYVEN IT SOLUTIONS is a small data analytics company. Founded in 2009, the team offers BI & big data consulting & SI and CRM consulting and SI.
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UndisclosedUndisclosed2 - 9Schaumburg, IL
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EBlastMail is an Email Marketing company. The team specializes in Email Marketing and CRM consulting and SI and is based in Schaumburg, Illinois.
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UndisclosedUndisclosed2 - 9Miami Lakes, FL
Services provided
Intellect International USA is a small Miami Lakes, Florida-based CRM consulting and SI company. The team provides CRM consulting and SI and BI & big data consulting & SI.
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UndisclosedUndisclosed2 - 9Littleton, CO
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Strata, a small CRM consulting and SI company, is headquartered in Littleton, Colorado. The team focuses on CRM consulting and SI and BI & big data consulting & SI.
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UndisclosedUndisclosed2 - 9Portland, OR
Services provided
Wolfic is a small CRM consulting and SI company in Portland, Oregon. Their services include CRM consulting and SI and cloud consulting & 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
33.8/40.016.6/20 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
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.