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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UndisclosedUndisclosed2 - 9Carmichael, CA
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Automize is a small Carmichael, California-based Digital Strategy company. Their services include Digital Strategy and Other Application Development.
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$5,000+$100 - $149 / hr2 - 9Minneapolis, MN
Services provided
ERAS Design Co. Is an Email Marketing company. They are located in Minneapolis, Minnesota and have small team of experts. Their services include Email Marketing and Web Design.
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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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$5,000+$25 - $49 / hr50 - 249Newark, DE
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See all 5 projectsProlance IT is a software development company specializing in creating web interfaces, React applications, and SaaS solutions. With a high approval rate, their clients consistently praise their professionalism, timely delivery, and adaptability, with 100% of reviewers highlighting their responsive project management and effective communication. Their commitment to understanding client needs and delivering quality solutions is a recurring theme across reviews.
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$5,000+$100 - $149 / hr2 - 9Andover, MA
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Scholes Marketing is a social media marketing agency. Based in Andover, Massachusetts, the team focuses on Social Media Marketing and Web Design.
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$1,000+< $25 / hr2 - 9San Francisco, CA
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In San Francisco, California, CEO Services USA is an Accounting company. The team offers Accounting and Back Office Outsourcing.
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$5,000+$100 - $149 / hr2 - 9Cherry Hill, NJ
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World Wide Web Communications is a software development company. In Cherry Hill, New Jersey, the company was founded in 1995. Their services include Custom Software Development and Web Design.
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UndisclosedUndisclosed2 - 9Washington, DC
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Kennedy & Company is a Business Consulting company. The team focuses on Business Consulting and CRM consulting and SI, and the company is located in Washington, District of Columbia.
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UndisclosedUndisclosed2 - 9Sarasota, FL
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Siesta Marketing is a small e-commerce development company in Sarasota, Florida. Their services include E-Commerce Development and Social Media Marketing.
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UndisclosedUndisclosed2 - 9Sarasota, FL
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App development company Sarasota was established in 2012. The agency offers Mobile App Development and Web Design, and is small.
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UndisclosedUndisclosed2 - 9Minneapolis, MN
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Range Digital Marketing is a small Digital Strategy company in Minneapolis, Minnesota. The team focuses on Digital Strategy and Search Engine Optimization.
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UndisclosedUndisclosed2 - 9Largo, FL
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Your Ad Market is an Advertising company. Their team is headquartered in Largo, Florida and provides Advertising and Graphic Design.
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UndisclosedUndisclosed2 - 9East Syracuse, NY
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Brand Experience - Syracuse is an AI development company. Launched in 2018, the agency specializes in Artificial Intelligence and Graphic Design.
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UndisclosedUndisclosed2 - 9Laurel, MD
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FuCha LLC, a small IT managed services company, is in Laurel, Maryland. Their services include IT managed services and Corporate Training & Coaching.
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UndisclosedUndisclosed2 - 9Rockville, MD
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Enterprise People is a custom software development firm launched in 2002. The small team specializes in Custom Software Development and cloud consulting & SI.
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UndisclosedUndisclosed2 - 9Stafford, VA
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TechCORE Management Solutions Services is a small Business Consulting company in Stafford, Virginia. The team focuses on Business Consulting and CRM consulting and SI.
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UndisclosedUndisclosed2 - 9Virginia Beach, VA
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GEEK FACTORY, a Digital Strategy company, is in Virginia Beach, Virginia. They provide Digital Strategy and Search Engine Optimization.
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UndisclosedUndisclosed2 - 9Ashland, VA
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Anu Business Consulting LLC is an Application Management & Support company. Their small team is in Ashland, Virginia. Their services include Application Management & Support and Business Consulting.
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UndisclosedUndisclosed2 - 9Bellevue, WA
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Bereano Partners is a Bellevue, Washington-based Video Marketing company. Founded in 2011, the team specializes in Video Marketing and Event Marketing.
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UndisclosedUndisclosed2 - 9Matawan, NJ
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BT Outsourcing is a HR Outsourcing company established in 2018. Their services include HR Outsourcing and HR Consulting.
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UndisclosedUndisclosed2 - 9Detroit, MI
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Based in Detroit, Michigan, Saba Group Now is a Staffing company. Their services include Staffing and Recruiting.
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UndisclosedUndisclosed2 - 9Honolulu, HI
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DMBGI Consultants, LLC is a Corporate Training & Coaching company. The agency is headquartered in Honolulu, Hawaii. Their services include Corporate Training & Coaching and Financial Consulting.
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UndisclosedUndisclosed2 - 9Overland Park, KS
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Tread4 Consulting, Inc. Is a Business Consulting company. Established in 2009, their team offers Business Consulting and Corporate Training & Coaching.
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UndisclosedUndisclosed2 - 9Portsmouth, NH
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Objective Marketing is a social media marketing company headquartered in Portsmouth, New Hampshire. Founded in 2000, the team provides Social Media Marketing and Content Marketing.
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UndisclosedUndisclosed2 - 9Elkhart, IN
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Headquartered in Elkhart, Indiana and Chicago, Illinois, Momentum Marketing Consultants LLC is a small SEO agency. The team focuses on Search Engine Optimization and Web Development.
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UndisclosedUndisclosed2 - 9Milwaukee, WI
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Jumpany, a Digital Strategy company, is in Milwaukee, Wisconsin. Their services include Digital Strategy and Social Media Marketing.
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UndisclosedUndisclosed2 - 9Fort Washington, PA
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Data analytics company AccuCentrix, Inc specializes in BI & big data consulting & SI and Custom Software Development. They are headquartered in Fort Washington, Pennsylvania.
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UndisclosedUndisclosed2 - 9Miami, FL
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Launched in 2012, Netronian Inc. Is a website development firm. Located in Miami, Florida and New York, New York, the team specializes in Web Development and Mobile App Development.
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UndisclosedUndisclosed2 - 9Newburgh, ME
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Acadia Services & Solutions, LLC is a website development company. They specialize in Web Development and API Development and were launched in 2007. The agency is based in Newburgh, Maine.
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UndisclosedUndisclosed2 - 9Bel Air, MD
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Professional Play Ground, a website development company, was established in 2015. Located in Bel Air, Maryland, the team focuses on Web Development and Mobile App Development.
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UndisclosedUndisclosed2 - 9Sanford, NC
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Organized Bits is a custom software development company. They offer Custom Software Development and Web Design and are headquartered in Sanford, North Carolina.
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UndisclosedUndisclosed2 - 9Cambridge, MA
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Established in 2008, Setfive Consulting, LLC, a small software development firm, is in Cambridge, Massachusetts. Their team offers Custom Software Development and BI & big data consulting & SI.
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UndisclosedUndisclosed2 - 9Baltimore, MD
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Freelanced Digital is a Marketing Strategy company. The firm is in Baltimore, Maryland. Their services include Marketing Strategy and Social Media Marketing.
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UndisclosedUndisclosed2 - 9Baltimore, MD
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Nightshift Creative is a branding company. They specialize in Branding and Content Marketing and were launched in 2017.
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UndisclosedUndisclosed2 - 9Ridgeland, MS
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Audio Production company Impact Media Consulting is headquartered in Ridgeland, Mississippi. The team specializes in Audio Production and Advertising.
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UndisclosedUndisclosed2 - 9Houston, TX
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Bitwise Digital is a web design company. Their small team is in Houston, Texas and provides Web Design and UX/UI Design. The company was founded in 2006.
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UndisclosedUndisclosed2 - 9Austin, TX
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Lone Star Media, Inc. Is an Austin, Texas-based web design company. They specialize in Web Design and UX/UI Design and were founded in 1998.
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UndisclosedUndisclosed2 - 9Plano, TX
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Great America Technologies, an IT strategy consulting company, is headquartered in Plano, Texas. Their services include IT strategy consulting and BI & big data consulting & SI.
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UndisclosedUndisclosed2 - 9McKinney, TX
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Nice Global Solutions Inc is a web design agency. They are located in McKinney, Texas and have small team. They offer Web Design and BI & big data consulting & SI.
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UndisclosedUndisclosed2 - 9Leawood, KS
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BLUE InfoSoft, Inc. Is an IT strategy consulting company. They are headquartered in Leawood, Kansas, and their services include IT strategy consulting and Artificial Intelligence.
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UndisclosedUndisclosed2 - 9South Plainfield, NJ
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Launched in 2010, Astir Services LLC is a small South Plainfield, New Jersey-based data analytics company. Their team specializes in BI & big data consulting & SI and CRM consulting and SI.
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UndisclosedUndisclosed2 - 9Edison, NJ
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Megatrendz Media USA Inc., a business intelligence company, is in Edison, New Jersey. Their services include BI & big data consulting & SI and CRM consulting and SI.
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UndisclosedUndisclosed2 - 9Boulder, CO
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Staffing company ROCKCREST | Rockcrest Technology Search, Inc. Is located in Boulder, Colorado. Their services include Staffing and Recruiting.
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UndisclosedUndisclosed2 - 9Rockville, MD
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HyerTek is an IT strategy consulting company in Rockville, Maryland. Launched in 2016, the team offers IT strategy consulting and BI & big data consulting & SI.
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UndisclosedUndisclosed2 - 9Chicago, IL
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Founded in 2003, Markitexture is a Sales Outsourcing company. The team focuses on Sales Outsourcing and Event Management and is headquartered in Chicago, Illinois.
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UndisclosedUndisclosed2 - 9Aurora, CO
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RevUp Growth Partners is a branding agency. They were founded in 2023 and provide Branding and Market Research.
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UndisclosedUndisclosed2 - 9Houston, TX
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Signitiva, a small big data company, is located in Houston, Texas. The team focuses on BI & big data consulting & SI and Robotics Process Automation.
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UndisclosedUndisclosed2 - 9Austin, TX
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Linchpin People LLC is a data analytics company. In Austin, Texas and San José, Costa Rica, the team provides BI & big data consulting & SI and cloud consulting & SI.
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UndisclosedUndisclosed2 - 9Greenwich, CT
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P2B FirmBuilders LLC is a social media marketing firm. They focus on Social Media Marketing and Corporate Training & Coaching and are based in Greenwich, Connecticut.
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UndisclosedUndisclosed2 - 9Beverly Hills, MI
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Marketing Strategy company XTRACT MEDIA is headquartered in Beverly Hills, Michigan. They provide Marketing Strategy and Social Media Marketing.
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UndisclosedUndisclosed2 - 9Ellicott City, MD
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Established in 2005, BTC Technologies, LLC is a small Ellicott City, Maryland-based IT strategy consulting company. Their team offers IT strategy consulting and Web Development.
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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
See all articles![How to Create a Budget for BI & Analytics Services [With Template] cover image](https://img.shgstatic.com/clutch-static-prod/image/resize/715x400/s3fs-public/article/f07e9d6bd89e7f70df9c94301acdd847.png)
How to Create a Budget for BI & Analytics Services [With Template]
Use our custom template for your business intelligence and analytics needs.
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.