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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$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 - 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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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 - 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 projectsOut of Business - Vasterra was a versatile technology partner, offering services that ranged from AI-powered SEO platforms to mobile app development and UX/UI design. Across their reviews, the company was consistently praised for their advanced technical expertise and strong project management skills. Approximately 80% of reviewers highlighted their proactive communication and problem-solving abilities, although some suggested improvements in project initiation speed. Overall, client satisfaction was high, with most feedback being positive.
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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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UndisclosedUndisclosed50 - 249Irving, TX
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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
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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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$50,000+$50 - $99 / hr50 - 249Houston, TX
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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
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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
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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
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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
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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
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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
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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
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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
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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
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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
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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
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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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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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UndisclosedUndisclosedFreelancerSterling Heights, MI
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NARU Systems, a web design company, was founded in 2025. The team specializes in Web Design and Advertising and is based in Sterling Heights, Michigan.
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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.