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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UndisclosedUndisclosed10 - 49Bethesda, MD
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Formicidae, an answering service company, was founded in 2015. The team specializes in Call Center Services and Branding and is headquartered in Bethesda, Maryland.
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UndisclosedUndisclosed10 - 49Dallas, TX
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D2 Digital Designs is a branding company. Founded in 2001, the firm is based in Dallas, Texas. Their services include Branding and Marketing Strategy.
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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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UndisclosedUndisclosed10 - 49Bentonville, AR
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In Bentonville, Arkansas, Invincible Tech Systems is a mobile app development firm. The team provides Mobile App Development and Staffing.
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UndisclosedUndisclosed10 - 49Beaverton, OR
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Headquartered in Beaverton, Oregon, Predator Software Inc. Is a data analytics company. The team offers BI & big data consulting & SI and Custom Software Development.
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UndisclosedUndisclosed10 - 49Fort Lauderdale, FL
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Ryze Agency is a branding agency. The team is headquartered in Fort Lauderdale, Florida, and their services include Branding and Media Planning & Buying.
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UndisclosedUndisclosed10 - 49Houston, TX
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Pool Marketing Site is a Houston, Texas-based social media marketing firm. They specialize in Social Media Marketing and Content Marketing.
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UndisclosedUndisclosed10 - 49Seattle, WA
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DigitSec, Inc., a Cybersecurity company, was founded in 2017. The firm offers Cybersecurity and Compliance Consulting.
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$5,000+$100 - $149 / hr2 - 9Albuquerque, NM
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SEO services firm MIS, Inc. Was founded in 1995. The team specializes in Search Engine Optimization and Web Design.
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$5,000+$50 - $99 / hr50 - 249Frisco, TX
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Solvio, a midsize Business Consulting company, is in Noida, India and Frisco, Texas. The team provides Business Consulting and cloud consulting & SI.
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$5,000+$100 - $149 / hr10 - 49Miami, FL
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Based in Miami, Florida, OmniLabs Marketing is a Performance Marketing company. The team offers Performance Marketing and Pay Per Click.
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$1,000+$100 - $149 / hrFreelancerAtlanta, GA
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LeadFlow Agency is an Email Marketing company. Established in 2020, the agency specializes in Email Marketing and CRM consulting and SI.
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Undisclosed$100 - $149 / hrFreelancerTroy, MI
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Business Consulting company Watson Consulting and Advisory Services is headquartered in Troy, Michigan. They specialize in Business Consulting and CRM consulting and SI.
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Undisclosed$50 - $99 / hrFreelancerGeorgetown, KY
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In Georgetown, Kentucky, Pocket Office is a web design agency. The team focuses on Web Design and CRM consulting and SI.
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Undisclosed$50 - $99 / hrFreelancerPlainfield, IN
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CallPilot Automation, a call center service, focus on Call Center Services and AI Agents. They were launched in 2025.
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$1,000+UndisclosedFreelancerLexington Park, MD
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SOMD Operations, LLC is a small AI Agents company. Established in 2026, the team specializes in AI Agents and CRM consulting and SI.
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UndisclosedUndisclosed10 - 49Indianapolis, IN
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Headquartered in Indianapolis, Indiana and Cincinnati, Ohio, Cross Cloud Ops, LLC is a small CRM consulting and SI company. The team specializes in CRM consulting and SI and cloud consulting & SI.
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UndisclosedUndisclosed10 - 49Valley Cottage, NY
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Established in 2016, Trigya Innovations is a small CRM consulting and SI company. Their services include CRM consulting and SI and ERP consulting and SI.
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$10,000+$100 - $149 / hr50 - 249Raleigh, NC
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Big data company DataClarity Corporation offers BI & big data consulting & SI and cloud consulting & SI. They were launched in 1999.
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$5,000+$100 - $149 / hr2 - 9Scottsdale, AZ
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Email Marketing company Taggart Media Group was established in 2012. Located in Scottsdale, Arizona, the team specializes in Email Marketing and Web Development.
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$1,000+$25 - $49 / hr50 - 249Milford, DE
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Established in 2011, Arissa International Private Limited is a CRM consulting and SI company. The midsize team focuses on CRM consulting and SI and Social Media Marketing.
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UndisclosedUndisclosed10 - 49Scottsdale, AZ
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CaseNine is a CRM consulting and SI company. Headquartered in Amersfoort, Netherlands and Scottsdale, Arizona, the team specializes in CRM consulting and SI and IT managed services.
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UndisclosedUndisclosed250 - 999Phoenix, AZ
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NucleusTeq is an artificial intelligence company. The midsize Phoenix, Arizona-based team focuses on Artificial Intelligence and Robotics Process Automation. The company was launched in 2018.
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$25,000+$50 - $99 / hr50 - 249Newark, DE
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See all 3 projectsVeri Cloud Salesforce Partner is a CRM Consulting and SI company specializing in Salesforce platform development and integration, particularly for Financial Services Cloud. Reviews highlight their accountability, effective communication, and timely delivery, with 100% positive feedback noting their commitment to long-term relationships and quality-focused project ownership.
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UndisclosedUndisclosed50 - 249Seattle, WA
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Launched in 2012, OnActuate is a CRM consulting and SI company. The team specializes in CRM consulting and SI and BI & big data consulting & SI.
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$5,000+$150 - $199 / hr10 - 49Solana Beach, CA
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Tridea Partners is an ERP consulting and SI company. Launched in 1994, the team specializes in ERP consulting and SI and CRM consulting and SI.
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$50,000+Undisclosed10 - 49New York, NY
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Unified communications consulting & SI company Solution Shop Consulting Inc. Was established in 1990. The team offers unified communications consulting & SI and cloud consulting & SI.
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$25,000+$50 - $99 / hr250 - 999Atlanta, GA
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Founded in 2003, CRMIT Solutions is a CRM consulting and SI company. Based in Atlanta, Georgia and Bengaluru, India, the team specializes in CRM consulting and SI and cloud consulting & SI.
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$1,000+Undisclosed2 - 9Luling, LA
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Digital Krewe is a SEO services firm. Their team is headquartered in Luling, Louisiana and specializes in Search Engine Optimization and Digital Strategy.
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UndisclosedUndisclosed2 - 9Denver, CO
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Griffin Digital is a SEO services firm. They were founded in 2021, and their services include Search Engine Optimization and Web Development.
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$25,000+$200 - $300 / hrFreelancerDenver, NC
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Elevate-X Consulting Group, a small Business Consulting company, is located in Denver, North Carolina. The team offers Business Consulting and Marketing Strategy.
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$10,000+Undisclosed50 - 249San Jose, CA
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Ozonetel Communications is a San Jose, California-based phone answering service. Their services include Call Center Services and CRM consulting and SI.
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$5,000+$100 - $149 / hr10 - 49Dallas, TX
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Email Marketing company Corporate Communications Center, Inc. Specializes in Email Marketing and Call Center Services. They are located in Dallas, Texas.
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UndisclosedUndisclosed10 - 49Dallas, TX
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In Dallas, Texas, Electronic Voice Services (EVS7) is a call center. Their services include Call Center Services and CRM consulting and SI.
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UndisclosedUndisclosed10 - 49Ashburn, VA
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CRM consulting and SI company RITHAM, INC. Offers CRM consulting and SI and ERP consulting and SI. They are headquartered in Ashburn, Virginia.
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UndisclosedUndisclosedFreelancerNew York, NY
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BW is a CRM consulting and SI and Market Research company. They are located in New York, New York and have small team. Their services include CRM consulting and SI and Market Research.
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UndisclosedUndisclosedFreelancerHonolulu, HI
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Leadership Works, LLC, a small CRM consulting and SI and Business Consulting company, is based in Honolulu, Hawaii. The team provides CRM consulting and SI and Business Consulting.
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UndisclosedUndisclosed50 - 249Herndon, VA
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Salem Infotech, a cloud consulting & SI company, focus on cloud consulting & SI and CRM consulting and SI. They were launched in 2002.
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$1,000+UndisclosedFreelancerAllentown, PA
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RevFoundry is a social media marketing agency launched in 2023. Located in Allentown, Pennsylvania, the team focuses on Social Media Marketing and Content Marketing.
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$5,000+$50 - $99 / hrFreelancerChicago, IL
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Blumer Marketing Strategy & Consulting LLC, a Fractional CMO Services company, is headquartered in Chicago, Illinois. They offer Fractional CMO Services and IT strategy consulting.
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Undisclosed$50 - $99 / hrFreelancerStrongsville, OH
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HJ Web Solutions, a SEO company, was launched in 2024. The team focuses on Search Engine Optimization and CRM consulting and SI and is located in Strongsville, Ohio.
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UndisclosedUndisclosed50 - 249Pacifica, CA
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Final Key Consulting LLC is a social media marketing agency. Established in 2015, the firm specializes in Social Media Marketing and Logo.
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UndisclosedUndisclosedFreelancerMolt, MT
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Ryzodus is a SEO agency founded in 2014. Their team specializes in Search Engine Optimization and CRM consulting and SI.
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$1,000+$100 - $149 / hrFreelancerLaurel, MD
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Located in Laurel, Maryland, Databoozt is a Digital Strategy company. They specialize in Digital Strategy and Email Marketing.
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$1,000+$100 - $149 / hrFreelancerPalm Beach Gardens, FL
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Technivize is an IT strategy consulting company. In Palm Beach Gardens, Florida, their team offers IT strategy consulting and CRM consulting and SI.
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Undisclosed$25 - $49 / hrFreelancerOrlando, FL
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Innovative Media Creations, a small Low/No Code Development company, is based in Orlando, Florida. Their services include Low/No Code Development and Robotics Process Automation.
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$25,000+$50 - $99 / hr250 - 999Miramar, FL
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See all 1 projectsFolder IT specializes in backend development, smart contract creation, web application development, and cloud infrastructure deployment, particularly within blockchain and decentralized governance solutions. The reviews consistently highlight Folder IT's technical expertise, effective project management, and client-centric approach, noting their timely delivery, proactive communication, and flexibility in meeting project requirements. Overall, clients have expressed high satisfaction with Folder IT’s performance and outcomes.
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$1,000+Undisclosed250 - 999New York, NY
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IDS Healthcare is a Back Office Outsourcing company. In New York, New York and Sahibzada Ajit Singh Nagar, India, the team offers Back Office Outsourcing and CRM consulting and SI.
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UndisclosedUndisclosed50 - 249New York City, NY
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Exeevo is a midsize business intelligence company and CRM consulting and SI company founded in 2017. Their team provides BI & big data consulting & SI and CRM consulting and SI.
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$1,000+$100 - $149 / hr2 - 9Lutz, FL
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See all 2 projectsYotomations is a Tampa-based AI and automation consultancy founded by Yaakov (Koby) Oranski. We help businesses of all sizes streamline operations, automate sales, and scale faster by combining
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$1,000+$100 - $149 / hr2 - 9St. Petersburg, FL
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Thompson Marketing Partners is an Email Marketing company founded in 2017. The agency offers Email Marketing and Web Design.
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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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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.