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 - 9Phoenix, AZ
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Launched in 2015, Kak Varley Marketing is a small SEO services firm located in Phoenix, Arizona. Their team specializes in Search Engine Optimization and Social Media Marketing.
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UndisclosedUndisclosed2 - 9Columbus, OH
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RD Management Consulting Inc., a Business Consulting company, was established in 2003. The team provides Business Consulting and HR Consulting and is headquartered in Columbus, Ohio.
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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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UndisclosedUndisclosed2 - 9Tamarac, FL
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Datericorp is a SEO agency founded in 2012. In Tamarac, Florida, the team specializes in Search Engine Optimization and Web Development.
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UndisclosedUndisclosed2 - 9Hillsboro, OR
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The Viable Source is a SEO agency. The Hillsboro, Oregon-based team provides Search Engine Optimization and Pay Per Click.
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UndisclosedUndisclosed2 - 9Hatfield, PA
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Founded in 2010, Fulcrum Concepts, LLC, a small social media marketing company, is based in Hatfield, Pennsylvania. Their team provides Social Media Marketing and Search Engine Optimization.
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UndisclosedUndisclosed2 - 9Denver, CO
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Lingows Media, a social media marketing firm, was established in 2011. The company provides Social Media Marketing and Search Engine Optimization.
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UndisclosedUndisclosed2 - 9Springfield, OH
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Winterhoff Internet Solutions, Inc. Is a social media marketing company founded in 2007. The company provides Social Media Marketing and Search Engine Optimization.
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UndisclosedUndisclosed2 - 9Sarasota, FL
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WebsitesFL.com is a Sarasota, Florida-based graphic design company. Established in 2014, the team provides Graphic Design and Logo.
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UndisclosedUndisclosed2 - 9Melbourne, FL
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Monarch Solutions is a CRM consulting and SI company. They are in Melbourne, Florida. Their team focuses on CRM consulting and SI and API Development.
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UndisclosedUndisclosed2 - 9Hollywood, FL
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Data108, a software development firm, offers Custom Software Development and API Development. The firm is located in Hollywood, Florida.
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UndisclosedUndisclosed2 - 9Bradenton, FL
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Furtiva Solutions is a web development firm. Their small team is in Bradenton, Florida and specializes in Web Development and Mobile App Development. The company was founded in 2022.
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UndisclosedUndisclosed2 - 9Orlando, FL
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Launched in 2021, Oasis Intelligence LLC, a small website development firm, is in Orlando, Florida. Their team specializes in Web Development and Mobile App Development.
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UndisclosedUndisclosed2 - 9Lakewood, CO
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Oakline Solutions is an API Development company. The team is located in Lakewood, Colorado, and their services include API Development and IT strategy consulting.
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UndisclosedUndisclosed2 - 9Marietta, GA
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API Development company OracleAPEXConsultant was launched in 2010. Located in Marietta, Georgia, the team focuses on API Development and cloud consulting & SI.
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UndisclosedUndisclosed2 - 9Thomasville, GA
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Founded in 2022, Proga Digital is a cloud consulting & SI company. Their team provides cloud consulting & SI and Custom Software Development.
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UndisclosedUndisclosed2 - 9Montclair, NJ
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Pinnacle Digital is a branding company established in 2015. Headquartered in Montclair, New Jersey, the team focuses on Branding and Social Media Marketing.
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UndisclosedUndisclosed2 - 9Milton, DE
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Advertising company SugarFly Studios is in Milton, Delaware. Launched in 2009, the team focuses on Advertising and Pay Per Click.
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UndisclosedUndisclosed2 - 9Dallas, TX
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Capo Commerce LLC is a SEO company. Their small team is headquartered in Dallas, Texas. Their services include Search Engine Optimization and Pay Per Click.
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UndisclosedUndisclosed2 - 9Norwalk, CT
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TrueVoice Growth Marketing™ is a Direct Marketing company. Headquartered in Norwalk, Connecticut, the firm was founded in 2008. Their team offers Direct Marketing and Social Media Marketing.
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UndisclosedUndisclosed2 - 9Canton, GA
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Content Marketing company Yonder Agency is in Canton, Georgia. Their services include Content Marketing and Search Engine Optimization.
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UndisclosedUndisclosed2 - 9Pewaukee, WI
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Dev Cabin Technologies, a web design company, was launched in 2018. Based in Pewaukee, Wisconsin, the team specializes in Web Design and Custom Software Development.
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UndisclosedUndisclosed2 - 9Cincinnati, OH
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See all 1 projectsCodeBlu Development is a software development company known for delivering custom solutions tailored to client needs. Across reviews from diverse industries, 100% of clients praised their exceptional project management and consistent communication. Approximately 75% highlighted CodeBlu's ability to align technical expertise with industry-specific insights, resulting in successful, efficient, and user-friendly software solutions. The company is noted for offering good value for cost and a strong cultural fit.
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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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UndisclosedUndisclosed50 - 249San Francisco, CA
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BuzzBoard is a CRM consulting and SI company. The team is in San Francisco, California and Lyndhurst, New Jersey, and their services include CRM consulting and SI and Sales Outsourcing.
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UndisclosedUndisclosed10 - 49Chicago, IL
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Software development firm Jetpacks! was founded in 2022. The small team offers Custom Software Development and BI & big data consulting & SI.
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UndisclosedUndisclosed10 - 49Hillsborough Township, NJ
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Fipsar Inc is a data analytics company in Hillsborough Township, New Jersey and Chennai, India. They specialize in BI & big data consulting & SI and cloud consulting & SI and were launched in 2010.
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UndisclosedUndisclosed50 - 249San Jose, CA
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Mumba Technologies is an IT strategy consulting company. Launched in 2010, the team offers IT strategy consulting and BI & big data consulting & SI.
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$25,000+$50 - $99 / hr50 - 249New Rochelle, NY
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CLOUD DISTRICT is a Digital Strategy company. In Madrid, Spain and New Rochelle, New York, the agency was founded in 2010. Their team specializes in Digital Strategy and Web Design.
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UndisclosedUndisclosed1,000 - 9,999Santa Clara, CA
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Sify Technologies Limited is an IT managed services company. They focus on IT managed services and cloud consulting & SI and are based in Chennai, India and Bengaluru, India.
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UndisclosedUndisclosed50 - 249Annandale, NJ
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B2B Sales Arrow is a Market Research company located in Annandale, New Jersey and Bengaluru, India. They focus on Market Research and Event Marketing and were launched in 2012.
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UndisclosedUndisclosed50 - 249Jersey City, NJ
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Response Informatics is a midsize Jersey City, New Jersey-based cloud consulting & SI company. Their services include cloud consulting & SI and CRM consulting and SI.
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$5,000+$25 - $49 / hr50 - 249Austin, TX
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Avatu Pvt Ltd, an IT strategy consulting company, was established in 2017. They offers IT strategy consulting and CRM consulting and SI.
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UndisclosedUndisclosed10 - 49Phoenix, AZ
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Launched in 2015, PracticeVantage Consulting is a cloud consulting & SI company. Their services include cloud consulting & SI and CRM consulting and SI.
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UndisclosedUndisclosed10 - 49Lehi, UT
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Simsaw LLC is a custom software development company in Lehi, Utah and Mohali, Punjab, India. The team offers Custom Software Development and BI & big data consulting & SI.
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UndisclosedUndisclosedFreelancerBaltimore, MD
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4Tenets Consulting, LLC is a Baltimore, Maryland-based Business Consulting company. They offer Business Consulting and CRM consulting and SI.
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UndisclosedUndisclosedFreelancerRockville, MD
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CDF Web Solutions, a web development firm, was established in 2005. The team specializes in Web Development and Mobile App Development.
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UndisclosedUndisclosedFreelancerArden, NC
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Super Distros LLC is a website development company. Their team is headquartered in Arden, North Carolina and provides Web Development and Branding.
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UndisclosedUndisclosedFreelancerColumbia, TN
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Established in 2023, Brenda Powers Digital Marketing is a branding agency. Their team focuses on Branding and Social Media Marketing.
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UndisclosedUndisclosedFreelancerDuluth, MN
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Daisy Digital LLC is a Content Marketing company. Their small team is located in Duluth, Minnesota. Their services include Content Marketing and Search Engine Optimization.
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UndisclosedUndisclosedFreelancerMemphis, TN
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Platforms and Traffic is a social media marketing firm launched in 2023. The company offers Social Media Marketing and Content Marketing, and is small.
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UndisclosedUndisclosedFreelancerMesa, AZ
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Verde Tech Systems Inc. Is a Direct Marketing company. They are located in Mesa, Arizona and have small team. Their team specializes in Direct Marketing and UX/UI Design.
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UndisclosedUndisclosedFreelancerTampa, FL
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Creative Visual Designs, a branding firm, provide Branding and Search Engine Optimization. They were established in 2003.
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UndisclosedUndisclosedFreelancerIndianapolis, IN
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ACOMDev, LLC is a business intelligence company. Launched in 1998, the team offers BI & big data consulting & SI and cloud consulting & SI.
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UndisclosedUndisclosedFreelancerSyracuse, NY
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Elite Venture Media is a branding agency. Their team is based in Syracuse, New York. The firm specializes in Branding and Market Research.
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UndisclosedUndisclosedFreelancerMatthews, NC
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Launched in 2008, 3Bug Media is a small social media marketing agency based in Matthews, North Carolina. Their team provides Social Media Marketing and Search Engine Optimization.
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UndisclosedUndisclosedFreelancerNaples, FL
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BlackFrog Agency is a branding agency. The Naples, Florida-based team provides Branding and Social Media Marketing.
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UndisclosedUndisclosedFreelancerEnglewood, CO
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Measured Transformation LLC is a branding firm. Located in Englewood, Colorado, the agency focuses on Branding and Marketing Strategy.
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UndisclosedUndisclosedFreelancerScottsdale, AZ
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Plain Language Matters is a small SEO services firm established in 2014. Their services include Search Engine Optimization and Pay Per Click.
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UndisclosedUndisclosedFreelancerFort Lauderdale, FL
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Leverage Digital Marketing, a SEO services firm, provides Search Engine Optimization and Pay Per Click. The firm is located in Fort Lauderdale, Florida.
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UndisclosedUndisclosedFreelancerArlington, VA
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SEO agency Alden Lane Partners, LLC is headquartered in Arlington, Virginia. The team specializes in Search Engine Optimization and Marketing Strategy.
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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.