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 102 projectsSet2Close is a CRM Consultancy specializing in CRM Implementation, Integration, and Customer Relationship Management Consulting. They receive consistently positive feedback, with 100% of reviews highlighting their expertise in HubSpot, exceptional project management, and personalized support. Clients particularly appreciate their organized approach and ability to tailor solutions to specific business needs, as noted in 80% of the reviews.
$1,000+$25 - $49 / hr50 - 249Serves United StatesServices provided
See all 104 projectsPeeklogic, LLC is a CRM Consultancy specializing in CRM Implementation, CRM Integration, and Customer Relationship Management Consulting. The company consistently receives positive feedback, with clients highlighting their professionalism, responsiveness, and ability to deliver projects on time. Approximately 100% of reviewers commend their effective communication and alignment with client company values, underscoring their expertise in CRM & Systems Integration.
$1,000+$25 - $49 / hr50 - 249Serves United StatesServices provided
See all 47 projectsComputan is a web development company that specializes in HubSpot and WordPress integration, offering services such as website development, CMS management, and CRM integration. The reviews reflect overwhelmingly positive feedback, with approximately 85% highlighting their technical fluency and timely delivery. A significant 70% of reviewers commend their adaptability and communication, emphasizing their role as a dependable partner rather than just a vendor.
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UndisclosedUndisclosed2 - 9Denver, CO
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The Source Marketing Group is an Email Marketing company. They were founded in 2018 and specialize in Email Marketing and Web Design.
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UndisclosedUndisclosed2 - 9Roanoke, VA
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Roava Digital Marketing is a small Digital Strategy company established in 2020. Their team provides Digital Strategy and Social Media Marketing.
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Featured
What are Featured Providers?
$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.
$10,000+$25 - $49 / hr50 - 249Serves United StatesServices provided
See all 31 projectsCynoteck Technology Solutions Pvt. Ltd. is a CRM Consulting and Systems Integration company recognized for its strong work ethic and effective project management. The company successfully developed a robust CRM system for a real estate client, with 100% of feedback highlighting their responsiveness and eagerness to meet client needs.
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UndisclosedUndisclosed2 - 9Jacksonville, FL
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Established in 2015, Automate Scale, a small Content Marketing company, is located in Jacksonville, Florida. Their services include Content Marketing and Email Marketing.
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UndisclosedUndisclosed2 - 9Palm Coast, FL
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Paid Ads Pros, a SEO agency, is headquartered in Palm Coast, Florida. Founded in 2019, the team offers Search Engine Optimization and Advertising.
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UndisclosedUndisclosed2 - 9Palo Alto, CA
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No Diamonds Web Services, a Marketing Strategy company, is based in Palo Alto, California. They specialize in Marketing Strategy and Social Media Marketing and were established in 2001.
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UndisclosedUndisclosed2 - 9Ashburn, VA
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SEO company SEO Ashburn is based in Ashburn, Virginia. Their services include Search Engine Optimization and Web Design.
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UndisclosedUndisclosed2 - 9San Diego, CA
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Small Content Marketing company Invata Global Marketing™️, is located in San Diego, California and Austin, Texas. The team offers Content Marketing and Graphic Design.
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UndisclosedUndisclosed2 - 9Mukwonago, WI
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Entrebel Creative Studio is a branding firm. They are located in Mukwonago, Wisconsin and have small team of experts. Their services include Branding and Social Media Marketing.
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UndisclosedUndisclosed2 - 9Calera, AL
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Founded in 2017, MFJ Web Development Company, LLC is a Marketing Strategy company. The team focuses on Marketing Strategy and Conversion Optimization and is located in Calera, Alabama.
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UndisclosedUndisclosed2 - 9El Paso, TX
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Phidev Digital Marketing is a web development firm. Their small team of employees is headquartered in El Paso, Texas. Their team offers Web Development and Mobile App Development.
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UndisclosedUndisclosed2 - 9Irvine, CA
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OC Imagine is a web design agency. The Irvine, California-based agency was launched in 2021. Their services include Web Design and Custom Software Development.
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UndisclosedUndisclosed2 - 9McKinney, TX
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Bean Infosystems is a big data company launched in 2020. The small team focuses on BI & big data consulting & SI and Application Testing.
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UndisclosedUndisclosed2 - 9Simpsonville, SC
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The Scarpetta Group, Inc. Is a small web design company launched in 2008. Their services include Web Design and Mobile App Development.
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UndisclosedUndisclosed2 - 9Chandler, AZ
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Go Pro Local Internet Marketing is a social media marketing firm. Their team is in Chandler, Arizona and provides Social Media Marketing and Content Marketing.
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UndisclosedUndisclosed2 - 9Chicago, IL
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Established in 2011, Krejca Creative Group is an Email Marketing company. Headquartered in Chicago, Illinois, the team specializes in Email Marketing and Search Engine Optimization.
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UndisclosedUndisclosed2 - 9Henderson, NV
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Launched in 2021, MannMarkLV, a small PR agency, is located in Henderson, Nevada. Their services include Public Relations and Social Media Marketing.
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$5,000+$100 - $149 / hrFreelancerNorthbrook, IL
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Founded in 2002, AC Digital Design is an Email Marketing company. The agency specializes in Email Marketing and Print Design, and is small.
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Undisclosed$150 - $199 / hr10 - 49Fort Myers, FL
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CIOZERO is an IT staff augmentation company. They are in Fort Myers, Florida, and their services include IT staff augmentation and other IT consulting and SI.
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$25,000+$25 - $49 / hr50 - 249The Woodlands, TX
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IZEI Consulting Group is a midsize San Pedro Garza García, Mexico-based CRM consulting and SI company. Their services include CRM consulting and SI and unified communications consulting & SI.
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$5,000+$100 - $149 / hrFreelancerBoca Raton, FL
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Based in Boca Raton, Florida, Expansion Agents is a Customer Service Outsourcing company. They specialize in Customer Service Outsourcing and CRM consulting and SI and were established in 2026.
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$1,000+UndisclosedFreelancerAllendale, MI
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Numar is a small Allendale, Michigan-based AI Agents company. The team provides AI Agents and CRM consulting and SI.
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$1,000+UndisclosedFreelancerDothan, AL
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Brilliant Data Solutions is a Back Office Outsourcing company. Based in Dothan, Alabama, the company focuses on Back Office Outsourcing and Document Digitization & Management.
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$1,000+$50 - $99 / hrFreelancerBaltimore, MD
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VoltixIO is an IT strategy consulting company. Their small team is based in Baltimore, Maryland and offers IT strategy consulting and CRM consulting and SI. The agency was launched in 2026.
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$5,000+$25 - $49 / hr250 - 999Phoenix, AZ
Services provided
See all 4 projectsGirikon is a CRM Consulting and Systems Integration company specializing in Salesforce solutions, including CRM Implementation and Integration. They consistently receive positive feedback, with approximately 90% of reviews highlighting their timely delivery and effective project management. Clients frequently praise their innovative ideas and strong communication skills, making them a reliable partner for CRM & SI projects.
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UndisclosedUndisclosed2 - 9Elk Grove Village, IL
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See all 2 projectsDVS Automation Solutions LLC helps businesses improve customer communication, capture more leads, and streamline operations through AI-powered automation. We specialize in AI Receptionists, business
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$5,000+$50 - $99 / hr2 - 9Houston, TX
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Quintessential Consulting is a Fractional CMO Services company. Founded in 2006, the company is in Houston, Texas. Their services include Fractional CMO Services and Marketing Strategy.
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UndisclosedUndisclosed2 - 9Dallas, TX
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Tech Intellectuals is a cloud consulting & SI company. Located in Farmers Branch, Texas, their team offers cloud consulting & SI and Mobile App Development.
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$10,000+$25 - $49 / hr2 - 9Sheridan, WY
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Based in Sheridan, Wyoming, crunchdynamics is a software development company. The team focuses on Custom Software Development and Web Development.
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UndisclosedUndisclosed2 - 9Atlanta, GA
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S4 Solutions is a custom software development company launched in 2026. The company offers Custom Software Development and AI Consulting.
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$1,000+$50 - $99 / hr2 - 9San Francisco, CA
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Rivet Flow is a CRM consulting and SI company. Based in San Francisco, California, the firm provides CRM consulting and SI and cloud consulting & SI.
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$25,000+$200 - $300 / hr2 - 9Lawrenceville, GA
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Based in Lawrenceville, Georgia, Nankiconstinggroup is an IT strategy consulting company. They focus on IT strategy consulting and cloud consulting & SI and were founded in 2026.
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$5,000+$25 - $49 / hr2 - 9O'Fallon, MO
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Pixel MJ is a social media marketing agency. The company is in O'Fallon, Missouri. Their services include Social Media Marketing and Content Marketing.
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$1,000+$25 - $49 / hr2 - 9Danville, IN
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UX agency Blue Pixel Edge is headquartered in Danville, Indiana. Established in 2025, the team provides UX/UI Design and Mobile App Development.
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$1,000+$100 - $149 / hr2 - 9Worcester, MA
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Benthel Tech Solutions Inc. Is a web design company. They are based in Worcester, Massachusetts and have small team. They provide Web Design and Web Development.
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$1,000+Undisclosed2 - 9Brooklyn, NY
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Easebots AI is an AI development company. Headquartered in Brooklyn, New York, the agency was established in 2025. Their services include Artificial Intelligence and AI Consulting.
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$1,000+$100 - $149 / hr2 - 9Pensacola, FL
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OmniQode is a web design agency. Founded in 2025, the company is located in Pensacola, Florida. Their services include Web Design and Search Engine Optimization.
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$1,000+$50 - $99 / hrFreelancerChelmsford, MA
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Established in 2019, Christina Lee Marketing, Inc. Is a small Email Marketing company headquartered in Chelmsford, Massachusetts. Their team specializes in Email Marketing and Marketing Strategy.
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$5,000+$150 - $199 / hrFreelancerLake Forest, CA
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Forza-TEK is an ERP consulting and SI company. Their small team is located in Lake Forest, California. Their services include ERP consulting and SI and AI Consulting.
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UndisclosedUndisclosed250 - 999Chicago, IL
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UX design company Avensia, Inc. Was launched in 1998. The team focuses on UX/UI Design and IT strategy consulting.
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UndisclosedUndisclosed50 - 249St. Louis, MO
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Zen Software Solutions Inc is a St. Louis, Missouri-based web design agency. They offer Web Design and IT strategy consulting.
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UndisclosedUndisclosed250 - 999Boston, MA
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Comtrade 360 is a software development firm. The Boston, Massachusetts-based company was launched in 1997. Their services include Custom Software Development and DevOps Managed Services.
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UndisclosedUndisclosed50 - 249Chicago, IL
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Gearset is a CRM consulting and SI and Application Testing company. The Chicago, Illinois-based company was launched in 2015. Their team focuses on CRM consulting and SI and Application Testing.
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UndisclosedUndisclosed2 - 9New Brunswick, NJ
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Build Then Market is a small New Brunswick, New Jersey-based big data company. The team provides BI & big data consulting & SI and CRM consulting and SI.
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UndisclosedUndisclosed2 - 9Grapevine, TX
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Nespon IT Services is a data analytics company. Their small team of employees is located in Grapevine, Texas. Their team provides BI & big data consulting & SI and cloud consulting & SI.
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UndisclosedUndisclosed2 - 9Rochester, MN
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ResultsPlus is a Financial Consulting company founded in 1979. Their team specializes in Financial Consulting and CRM consulting and SI.
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UndisclosedUndisclosed2 - 9Washington, DC
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Bourdain is an AI Agents company. They are in Washington, District of Columbia and have small team. Their team focuses on AI Agents and CRM consulting and SI.
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$10,000+$25 - $49 / hr50 - 249Eastvale, CA
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Launched in 2013, Intronsoft is an IT strategy consulting company. Their services include IT strategy consulting and BI & big data consulting & SI.
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$10,000+$25 - $49 / hr50 - 249Austin, TX
Services provided
Launched in 2023, GorillaTrend Technologies is an application development company. The midsize team provides Mobile App Development and Web Development.
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UndisclosedUndisclosed10 - 49Burbank, CA
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Launched in 1998, In The Mix Agency is a CRM consulting and SI company. The team offers CRM consulting and SI and Digital Strategy and is located in Burbank, California.
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UndisclosedUndisclosed10 - 49Bloomington, IN
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CRM consulting and SI company ApexConnect is based in Bloomington, Indiana. They specialize in CRM consulting and SI and ERP consulting and SI and were founded in 2015.
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List of the Top 15 United States CRM Companies
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$5,000+$200 - $300 / hr50 - 249Indianapolis, IN
Ability to deliver
35.5/40.017.4/20 Reviews10/10 Clients & Experience8.1/10 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
32.4/40.016.2/20 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 -
$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 -
$10,000+$25 - $49 / hr50 - 249Carlsbad, CA
Ability to deliver
35/40.017.8/20 Reviews7.5/10 Clients & Experience9.7/10 Market PresenceService focus
35% CRM Consulting and SI65% Other -
UndisclosedUndisclosed50 - 249Calabasas, CA
Ability to deliver
31/40.016.4/20 Reviews6.5/10 Clients & Experience8.1/10 Market PresenceService focus
70% CRM Consulting and SI30% 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 -
$25,000+$50 - $99 / hr250 - 999Sunny Isles Beach, FL
Ability to deliver
35.7/40.016.2/20 Reviews10/10 Clients & Experience9.5/10 Market PresenceService focus
20% CRM Consulting and SI80% 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
29.7/40.015.4/20 Reviews8/10 Clients & Experience6.3/10 Market PresenceService focus
60% CRM Consulting and SI40% Other -
$5,000+Undisclosed250 - 999Austin, TX
Ability to deliver
34.7/40.018.4/20 Reviews8.4/10 Clients & Experience7.9/10 Market PresenceService focus
20% CRM Consulting and SI80% 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 -
$10,000+$150 - $199 / hr50 - 249Chicago, IL
Ability to deliver
36.4/40.017/20 Reviews9.8/10 Clients & Experience9.6/10 Market PresenceService focus
20% CRM Consulting and SI80% 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 -
$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.