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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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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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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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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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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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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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
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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.