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 - 249Boston, MA
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Launched in 1999, CloudCall is a midsize call center in Boston, Massachusetts and Leicester, England. Their team specializes in Call Center Services and cloud consulting & SI.
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Undisclosed$100 - $149 / hr50 - 249Jacksonville, FL
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Midsize software development company eLink Business Innovations, is located in Jacksonville, Florida. Their services include Custom Software Development and Enterprise App Modernization.
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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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Undisclosed< $25 / hr10 - 49Pleasanton, CA
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XTENDLY is a web development company. The team is headquartered in Pleasanton, California, and their services include Web Development and Mobile App Development.
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$10,000+$50 - $99 / hr10 - 49Washington, DC
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Established in 2010, Advanced Systemics is a small CRM consulting and SI company. Their services include CRM consulting and SI and Web Development.
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Undisclosed$25 - $49 / hr50 - 249Houston, TX
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Headquartered in Houston, Texas and Mississauga, Canada, Pointlab Software is a custom software development company. Their services include Custom Software Development and Web Development.
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$5,000+$100 - $149 / hr2 - 9Appleton, WI
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SamsonMedia is an Appleton, Wisconsin-based web design agency. Their services include Web Design and Marketing Strategy.
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$10,000+$150 - $199 / hr2 - 9Idaho Falls, ID
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Based in Idaho Falls, Idaho, MapMatix is a small software development firm. Their services include Custom Software Development and Artificial Intelligence.
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$1,000+$150 - $199 / hr10 - 49Irvine, CA
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Vision33, an ERP consulting and SI company, was established in 1992. The agency specializes in ERP consulting and SI and CRM consulting and SI, and is small.
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Undisclosed$150 - $199 / hr10 - 49Omaha, NE
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See all 2 projectsNuvem Consulting - Out of Business was a consulting firm providing Salesforce development, design, and support services. The feedback indicates a highly positive experience, with 100% of reviewers praising their effective project management and communication. Clients appreciated Nuvem's ability to understand and execute complex technical requirements, resulting in significant time savings and increased efficiency for their clients.
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$10,000+$100 - $149 / hr10 - 49Blue Bell, PA
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Launched in 2001, Annodyne, Inc. Is a small Blue Bell, Pennsylvania-based branding company. Their team focuses on Branding and Market Research.
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$5,000+$100 - $149 / hr10 - 49San Antonio, TX
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Web design company Quacito was established in 2004. The team offers Web Design and Web Development and is headquartered in San Antonio, Texas.
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$5,000+$100 - $149 / hr10 - 49Miami, FL
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Grove Networks is an IT managed services company established in 2000. The team offers IT managed services and IT strategy consulting.
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$5,000+$100 - $149 / hr10 - 49Glen Allen, VA
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Allegro Consultants LTD is a Content Marketing company based in Glen Allen, Virginia and. They focus on Content Marketing and E-Commerce Development and were launched in 1993.
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UndisclosedUndisclosed10 - 49Providence, RI
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Restivo Monacelli LLP is an Accounting company based in Providence, Rhode Island. They focus on Accounting and IT strategy consulting.
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UndisclosedUndisclosed10 - 49Seattle, WA
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Launched in 2013, Formative is a Digital Strategy company. The team provides Digital Strategy and Media Planning & Buying.
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UndisclosedUndisclosed10 - 49Baton Rouge, LA
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Leopard Digital is a Digital Strategy company. They are located in Baton Rouge, Louisiana. Their team focuses on Digital Strategy and Mobile App Development.
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UndisclosedUndisclosed10 - 49Cincinnati, OH
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ThinkWare, a small Application Management & Support company, is located in Cincinnati, Ohio. Their services include Application Management & Support and Commercial Financing.
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UndisclosedUndisclosed10 - 49San Diego, CA
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Launched in 2013, Golden Seller is a small branding firm. Their services include Branding and Digital Strategy.
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UndisclosedUndisclosed10 - 49Denver, CO
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Launched in 2018, Techint Labs is an Advertising company. The team specializes in Advertising and Branding.
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UndisclosedUndisclosed10 - 49San Marcos, TX
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NuTech Advisors is a custom software development firm. Launched in 2020, the team provides Custom Software Development and Blockchain. The company is headquartered in San Marcos, Texas.
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UndisclosedUndisclosed10 - 49Fairfax, VA
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HarmonyTech is a cloud consulting & SI company. Headquartered in Fairfax, Virginia, their small team offers cloud consulting & SI and CRM consulting and SI. The company was founded in 2014.
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UndisclosedUndisclosed10 - 49Annapolis, MD
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Launched in 2013, Ardalyst is a Compliance Consulting company. The team offers Compliance Consulting and cloud consulting & SI.
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UndisclosedUndisclosed10 - 49Scottsdale, AZ
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Rule27 Design is a small Scottsdale, Arizona-based branding agency. The team provides Branding and Social Media Marketing.
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UndisclosedUndisclosed10 - 49Salt Lake City, UT
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Social media marketing firm Webtek Digital Marketing was launched in 2008. The team specializes in Social Media Marketing and Content Marketing.
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UndisclosedUndisclosed10 - 49Rogue River, OR
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I7 Marketing is a SEO agency located in Rogue River, Oregon. They focus on Search Engine Optimization and Custom Software Development and were established in 2012.
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UndisclosedUndisclosed10 - 49Carmel, IN
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Flint Analytics is a social media marketing company located in Carmel, Indiana. They focus on Social Media Marketing and Search Engine Optimization.
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UndisclosedUndisclosed10 - 49Draper, UT
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Bill Good Marketing is a Marketing Strategy company. In Draper, Utah, the agency specializes in Marketing Strategy and Social Media Marketing.
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UndisclosedUndisclosed10 - 49Alpharetta, GA
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Demand Machine, a social media marketing company, is located in Alpharetta, Georgia. They specialize in Social Media Marketing and Content Marketing.
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UndisclosedUndisclosed10 - 49Norwood, MA
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Established in 1994, BCCUSA-MA, Inc. Is an IT strategy consulting company. The firm offers IT strategy consulting and Application Management & Support.
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UndisclosedUndisclosed10 - 49Alpharetta, GA
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TechNet Resources, a web development company, was founded in 1998. They specializes in Web Development and CRM consulting and SI.
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UndisclosedUndisclosed10 - 49Chandler, AZ
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Headquartered in Chandler, Arizona, STEPS Talent is a small Digital Strategy company. Their services include Digital Strategy and cloud consulting & SI.
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UndisclosedUndisclosed10 - 49Federal Way, WA
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Karma Consulting, Inc. Is an UX design agency. They are in Federal Way, Washington. Their team provides UX/UI Design and cloud consulting & SI.
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UndisclosedUndisclosed10 - 49San Tan Valley, AZ
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In San Tan Valley, Arizona, Web Services Pros is an e-commerce development firm. They provide E-Commerce Development and API Development and were established in 2014.
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UndisclosedUndisclosed10 - 49Atlanta, GA
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Ntegral Inc. Is a small cloud consulting & SI company. Launched in 2002, the team offers cloud consulting & SI and Custom Software Development.
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UndisclosedUndisclosed10 - 49Atlanta, GA
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TwinEngines, Inc. Is an Atlanta, Georgia-based cloud consulting & SI company. They specialize in cloud consulting & SI and Generative AI and were established in 1995.
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UndisclosedUndisclosed10 - 49Richmond, VA
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Headquartered in Richmond, Virginia, Fuel Digital LLC is a web development company. The team specializes in Web Development and cloud consulting & SI.
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UndisclosedUndisclosed10 - 49Orem, UT
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Established in 2020, DevPipeline is a software development firm. The team specializes in Custom Software Development and UX/UI Design and is headquartered in Orem, Utah.
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UndisclosedUndisclosed10 - 49New York, NY
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Founded in 2017, Proviniti is an UX company. The firm focuses on UX/UI Design and IT strategy consulting.
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UndisclosedUndisclosed10 - 49Scottsdale, AZ
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Spark Infotech, a small IT strategy consulting company, is located in Scottsdale, Arizona. Their services include IT strategy consulting and BI & big data consulting & SI.
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UndisclosedUndisclosed10 - 49Columbia, MD
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GCOM Information Technology Inc. Is a small IT strategy consulting company in Columbia, Maryland. Their services include IT strategy consulting and BI & big data consulting & SI.
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UndisclosedUndisclosed10 - 49Frisco, TX
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Founded in 2016, Kreative Core Technologies is an ERP consulting and SI company. Headquartered in Frisco, Texas, the team specializes in ERP consulting and SI and IT strategy consulting.
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UndisclosedUndisclosed10 - 49Flower Mound, TX
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Bowdark Consulting, an IT strategy consulting company, provides IT strategy consulting and BI & big data consulting & SI. The firm is based in Flower Mound, Texas.
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UndisclosedUndisclosed10 - 49Long Beach, CA
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Launched in 2020, Upmax Digital Marketing Agency is a small Long Beach, California-based social media marketing firm. Their team specializes in Social Media Marketing and Conversion Optimization.
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UndisclosedUndisclosed10 - 49King of Prussia, PA
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Direct Line Development Inc. Is a small King of Prussia, Pennsylvania-based Conversion Optimization company. Their services include Conversion Optimization and Search Engine Optimization.
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UndisclosedUndisclosed10 - 49Santa Monica, CA
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Los Angeles WordPress Development is a web design company. Located in Santa Monica, California, the team focuses on Web Design and Search Engine Optimization.
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UndisclosedUndisclosed10 - 49Corte Madera, CA
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Based in Corte Madera, California, Mammoth Growth is a Marketing Strategy company. Launched in 2015, the team specializes in Marketing Strategy and Email Marketing.
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UndisclosedUndisclosed10 - 49Cincinnati, OH
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Bloomy Technologies is a social media marketing firm. They offer Social Media Marketing and Content Marketing and are in Cincinnati, Ohio.
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UndisclosedUndisclosed10 - 49Slidell, LA
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In Slidell, Louisiana, CDIT LLC is an IT strategy consulting company. Their services include IT strategy consulting and Business Consulting.
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UndisclosedUndisclosed10 - 49Des Moines, IA
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Fastpath Solutions, LLC is a small Des Moines, Iowa-based data analytics company. The team offers BI & big data consulting & SI and Cybersecurity.
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UndisclosedUndisclosed10 - 49Los Angeles, CA
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HC Development is a Marketing Strategy company. The Los Angeles, California-based agency was launched in 2004. Their team provides Marketing Strategy and Email Marketing.
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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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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.