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 - 49Lenexa, KS
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Software development firm Speed Script is based in Lenexa, Kansas. Their services include Custom Software Development and cloud consulting & SI.
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UndisclosedUndisclosed10 - 49Syracuse, NY
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Reserva Inc is a small Syracuse, New York-based software development company. The team provides Custom Software Development and Accounting.
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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 - 49Winston-Salem, NC
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Broadstreet Marketing Logistics is a Winston-Salem, North Carolina-based CRM consulting and SI company. The team specializes in CRM consulting and SI and E-Commerce Development.
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UndisclosedUndisclosed10 - 49Fairfield, NJ
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Headquartered in Fairfield, New Jersey, Quikteks LLC is a big data company. They focus on BI & big data consulting & SI and cloud consulting & SI and were founded in 2002.
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UndisclosedUndisclosed10 - 49Braintree, MA
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Located in Braintree, Massachusetts, Confiance Tech Solutions is a CRM consulting and SI company. They provide CRM consulting and SI and ERP consulting and SI.
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UndisclosedUndisclosed10 - 49Columbia, SC
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Founded in 2008, Ravina Technologies is a small Recruitment Process Outsourcing company. Their team provides Recruitment Process Outsourcing and CRM consulting and SI.
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UndisclosedUndisclosed10 - 49Tacoma, WA
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Prime Consulting Inc is an Email Marketing company. Based in Tacoma, Washington, their small team focuses on Email Marketing and cloud consulting & SI. The firm was established in 2015.
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UndisclosedUndisclosed10 - 49Huntingdon, PA
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Liberty Fox Technologies is a software development firm. They are in Huntingdon, Pennsylvania. Their team focuses on Custom Software Development and Web Design.
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UndisclosedUndisclosed10 - 49Thousand Oaks, CA
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Defined Ventures, Inc. Is a web design agency. Established in 2009, their team provides Web Design and CRM consulting and SI.
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UndisclosedUndisclosed10 - 49Plantation, FL
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Small IT strategy consulting company BIXIE | Digital Transformation Agency, is located in Plantation, Florida. The team focuses on IT strategy consulting and CRM consulting and SI.
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UndisclosedUndisclosed10 - 49Wilmington, DE
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Techbubble is a big data company. They are in Wilmington, Delaware and have small team. They specialize in BI & big data consulting & SI and cloud consulting & SI.
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UndisclosedUndisclosed10 - 49Fairfax, VA
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AMS Experts IT Consulting is an IT strategy consulting company based in Fairfax, Virginia. Launched in 2008, the team specializes in IT strategy consulting and BI & big data consulting & SI.
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UndisclosedUndisclosed10 - 49Princeton, NJ
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Launched in 1991, AVS Systems, Inc is a small business intelligence company. Their services include BI & big data consulting & SI and cloud consulting & SI.
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UndisclosedUndisclosed10 - 49Portland, OR
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Versa Cloud ERP is an ERP consulting and SI company established in 2008. The agency specializes in ERP consulting and SI and CRM consulting and SI.
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UndisclosedUndisclosed10 - 49San Francisco, CA
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Buttered Toast, a Market Research company, is located in San Francisco, California. Established in 2016, the team provides Market Research and Marketing Strategy.
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UndisclosedUndisclosed10 - 49Albuquerque, NM
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Digital Strategy company IntuEra Inc. Was founded in 2024. The agency provides Digital Strategy and UX/UI Design, and is small.
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UndisclosedUndisclosed10 - 49New York, NY
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Sfera Interactive, a small web design agency, is based in New York, New York. The team specializes in Web Design and UX/UI Design.
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UndisclosedUndisclosedFreelancerLas Vegas, NV
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Deseret Marketing Group is a social media marketing firm. The Las Vegas, Nevada-based team focuses on Social Media Marketing and Email Marketing.
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$5,000+$50 - $99 / hr50 - 249New York, NY
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See all 21 projectsVT Netzwelt is a versatile technology services company specializing in custom software development, CRM solutions, eCommerce platforms, and mobile applications. Reviewers consistently praise VT Netzwelt for their exceptional project management, attention to detail, and ability to deliver robust solutions that meet or exceed client expectations. Approximately 90% of the reviews highlight their responsiveness and technical expertise, with no significant areas for improvement mentioned.
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UndisclosedUndisclosed2 - 9Natick, MA
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Performance Marketing Analytics is a data analytics company. Launched in 2002, the agency specializes in BI & big data consulting & SI and Market Research.
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UndisclosedUndisclosed2 - 9Orlando, FL
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In Sao Paulo, Brazil and Orlando, Florida, Insight Sales is a CRM consulting and SI company. Launched in 2018, the team focuses on CRM consulting and SI and Business Consulting.
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UndisclosedUndisclosed50 - 249Princeton, NJ
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Solvable Creations, a midsize Marketing Strategy company, is located in Princeton, New Jersey and Chennai, India. The team specializes in Marketing Strategy and Social Media Marketing.
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UndisclosedUndisclosed50 - 249Fargo, ND
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In Fargo, North Dakota, Stoneridge Software is a CRM consulting and SI company. The team offers CRM consulting and SI and ERP consulting and SI.
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UndisclosedUndisclosedFreelancerTorrance, CA
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AIGEN Consulting is an AI Agents company. The firm is headquartered in Torrance, California. Their services include AI Agents and CRM consulting and SI.
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$1,000+$50 - $99 / hr10 - 49Franklin Township, NJ
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Conam Technologies Private Limited is a CRM consulting and SI company launched in 2014. The team offers CRM consulting and SI and BI & big data consulting & SI.
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UndisclosedUndisclosed2 - 9Indianapolis, IN
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Tomato Fish Marketing is an Indianapolis, Indiana-based CRM consulting and SI company. They provide CRM consulting and SI and Marketing Strategy and were launched in 2005.
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UndisclosedUndisclosed2 - 9Hailey, ID
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CTS - Computer Talk Services Inc. Is an IT strategy consulting company located in Hailey, Idaho. The team offers IT strategy consulting and cloud consulting & SI.
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UndisclosedUndisclosed2 - 9Spartanburg, SC
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BLogix, a Business Consulting company, is in Spartanburg, South Carolina. Their services include Business Consulting and CRM consulting and SI.
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UndisclosedUndisclosed2 - 9Voorhees Township, NJ
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Business Consulting company E3 Consulting was launched in 2008. The team specializes in Business Consulting and CRM consulting and SI.
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UndisclosedUndisclosed2 - 9Issaquah, WA
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Monster Development is a CRM consulting and SI company. They provide CRM consulting and SI and Graphic Design and were launched in 1995. The firm is in Issaquah, Washington.
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UndisclosedUndisclosed2 - 9Bedford, MA
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Digital Wavefront is a Content Marketing company. In Bedford, Massachusetts, their small team provides Content Marketing and CRM consulting and SI. The company was founded in 2002.
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UndisclosedUndisclosed2 - 9Overland Park, KS
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Software KC is an Overland Park, Kansas-based software development firm. The team focuses on Custom Software Development and CRM consulting and SI.
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UndisclosedUndisclosed2 - 9Weston, FL
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Mercadeo Web Miami, a CRM consulting and SI company, focuses on CRM consulting and SI and Pay Per Click. The agency is based in Weston, Florida.
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UndisclosedUndisclosed2 - 9McKinney, TX
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App development company Orabase Solutions is located in McKinney, Texas. Their services include Mobile App Development and HR Consulting.
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UndisclosedUndisclosed2 - 9Evansville, IN
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Venti Web Design & Development is a SEO services firm. They are based in Evansville, Indiana and have small team. Their services include Search Engine Optimization and CRM consulting and SI.
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UndisclosedUndisclosed2 - 9Littleton, MA
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In Littleton, Massachusetts, Dynamic Beacon is a small Email Marketing company. Their services include Email Marketing and Web Design.
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UndisclosedUndisclosed2 - 9Towson, MD
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Precision Efforts Inc is an IT strategy consulting company. Established in 2012, their team provides IT strategy consulting and CRM consulting and SI.
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UndisclosedUndisclosed2 - 9Chicago, IL
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Amplify Group is a Recruiting company. The Chicago, Illinois-based agency was established in 2022. Their services include Recruiting and CRM consulting and SI.
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UndisclosedUndisclosed2 - 9Ridgefield, CT
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Definition3 Media, a media planning & buying company, was established in 2017. The company specializes in Media Planning & Buying and CRM consulting and SI, and is small.
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UndisclosedUndisclosed2 - 9Cary, NC
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Inveniv, a small branding agency, is based in Cary, North Carolina. Their services include Branding and CRM consulting and SI.
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UndisclosedUndisclosed2 - 9Belleville, IL
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Established in 2008, The Richland Marketing House is a social media marketing agency. The team focuses on Social Media Marketing and Content Marketing and is headquartered in Belleville, Illinois.
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UndisclosedUndisclosed2 - 9Monee, IL
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Blue Taurus Marketing is a social media marketing agency. They are located in Monee, Illinois and have small team. Their services include Social Media Marketing and Email Marketing.
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UndisclosedUndisclosed2 - 9Avon, CT
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Small SMS Marketing company JAL VISIONARY SOLUTIONS, LLC, is based in Avon, Connecticut. The team focuses on SMS Marketing and Social Media Marketing.
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UndisclosedUndisclosed2 - 9Parkland, FL
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Located in Parkland, Florida, Win Big Marketing is a small social media marketing agency. The team focuses on Social Media Marketing and Search Engine Optimization.
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UndisclosedUndisclosed2 - 9Durham, NC
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Established in 2018, New Era Consulting Group is a small CRM consulting and SI company. Their team offers CRM consulting and SI and Corporate Training & Coaching.
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UndisclosedUndisclosed2 - 9Las Vegas, NV
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Advanced Digital Experts , a small SEO agency, is based in Las Vegas, Nevada. Their services include Search Engine Optimization and Social Media Marketing.
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UndisclosedUndisclosed2 - 9Cumming, GA
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Software development firm Gamma Quest Inc provides Custom Software Development and CRM consulting and SI. They were established in 2005.
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UndisclosedUndisclosed2 - 9State College, PA
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Founded in 2008, Yellow DUX is a web development firm. The team specializes in Web Development and CRM consulting and SI.
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UndisclosedUndisclosed2 - 9Alpharetta, GA
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Lino Agency is a CRM consulting and SI company. They are in Alpharetta, Georgia and have small team of experts. Their services include CRM consulting and SI and ERP consulting and SI.
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UndisclosedUndisclosed2 - 9Fairfax, VA
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AJ Tatum Digital is a social media marketing company. They are located in Fairfax, Virginia and have small team. Their services include Social Media Marketing and Search Engine Optimization.
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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 -
$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 -
$5,000+$150 - $199 / hr10 - 49McLean, VA
Ability to deliver
35.8/40.017.6/20 Reviews9.7/10 Clients & Experience8.5/10 Market PresenceService focus
25% CRM Consulting and SI75% Other
Latest CRM Articles
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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.