Top CRM Consultants in the United States
From the Bay Area’s Salesforce talent pool to Boston’s RevOps leaders and Austin’s fast-scaling SaaS scene, the United States is a global hub for customer relationship management experts. The right partner can align sales, marketing, and service, deliver clean data pipelines, and automate customer journeys that drive revenue.
Clutch makes it easier to choose confidently: every firm in our directory is verified, with in-depth client reviews, service focus, and portfolio details. Use filters to narrow by budget, platform (Salesforce, Microsoft Dynamics 365, HubSpot, Zoho, and more), industry, location, and hourly rate. Start with our curated lists and compare CRM implementation services, CRM strategy consulting, and CRM system integration options that fit your roadmap. Explore top firms globally or refine to the U.S. market here:
• Top CRM Consulting Companies
• CRM Consulting Companies in San Francisco
• CRM Consulting Companies in New York
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Featured
What are Featured Providers?
$5,000+$200 - $300 / hr10 - 49Serves United StatesServices provided
See all 100 projectsSet2Close is a CRM Consultancy and Systems Integration firm specializing in HubSpot onboarding, training, and integration. They receive overwhelmingly positive feedback, with clients appreciating their personalized, knowledgeable service and their ability to enhance HubSpot utility. With 100% of reviews highlighting their expertise and exceptional support, Set2Close is highly recommended for CRM Consulting and CRM SI services.
$1,000+$25 - $49 / hr50 - 249Serves United StatesServices provided
See all 103 projectsPeeklogic, LLC is a CRM Consulting firm specializing in CRM Systems Integration and Implementation, particularly focused on Salesforce. They consistently receive high praise for their responsiveness, expertise, and effective solutions, with 100% of reviewers noting their strong project management and timely delivery. Additionally, the company is commended for aligning with client needs, seamlessly integrating CRM solutions, and enhancing operational efficiency and process automation.
$5,000+$200 - $300 / hr50 - 249Serves United StatesServices provided
See all 15 projectsCloudMasonry is a CRM Consultancy specializing in CRM Implementation, CRM Integration, and Customer Relationship Management Consulting services. Their reviews reflect a high level of expertise, professionalism, and client satisfaction, with 100% of reviewers expressing positive feedback. Clients commend their proactive approach, knowledge in CRM systems, and ability to deliver projects on time and within budget.
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UndisclosedUndisclosedFreelancerDallas, TX
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Small Business Consulting company Christiano Ferraro Consultancy, LLC, is in Dallas, Texas. Their services include Business Consulting and Marketing Strategy.
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UndisclosedUndisclosed50 - 249Hilliard, OH
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ContactUS Communications is an artificial intelligence company. Their midsize team is based in Hilliard, Ohio. Their services include Artificial Intelligence and Call Center Services.
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Featured
What are Featured Providers?
$1,000+$25 - $49 / hr50 - 249Serves United StatesServices provided
See all 45 projectsComputan is a versatile web development company offering comprehensive services, including WordPress and HubSpot development, CMS integration, and digital marketing support. Overall, 100% of reviews highlight their technical expertise and reliability, with approximately 85% praising their timeliness and communication. Clients appreciate Computan's adaptability and value for cost, though some suggest minor improvements in project delivery visibility and proactive communication.
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UndisclosedUndisclosedFreelancerClearwater, FL
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Trace Width Technology Solutions LLC is an IT managed services company. The firm is in Clearwater, Florida. Their team focuses on IT managed services and cloud consulting & SI.
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UndisclosedUndisclosed50 - 249Las Vegas, NV
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In Las Vegas, Nevada, FilAm Software is a software development company. They offer Custom Software Development and Application Testing.
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UndisclosedUndisclosed50 - 249Pasadena, CA
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Satwic Inc is an artificial intelligence development company. The team provides Artificial Intelligence and Robotics Process Automation, and the firm is located in Pasadena, California.
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UndisclosedUndisclosedFreelancerDallas, TX
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Blue Sky BI, LLC, a big data analytics company, is located in Dallas, Texas. The team offers BI & big data consulting & SI and CRM consulting and SI.
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UndisclosedUndisclosedFreelancerLos Angeles, CA
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Established in 2023, Fun Guy Growth Marketing is a Fractional CMO Services company. The company focuses on Fractional CMO Services and Marketing Strategy, and is small.
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UndisclosedUndisclosed50 - 249Springfield, MO
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Established in 2015, Backstage Development is a branding agency. The team focuses on Branding and Web Design.
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UndisclosedUndisclosed50 - 249Wilmington, DE
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In Wilmington, Delaware, Vinz Global is a midsize ERP consulting and SI company. Their services include ERP consulting and SI and Robotics Process Automation.
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UndisclosedUndisclosed50 - 249Caldwell, ID
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EKM Global is an IoT development company based in Caldwell, Idaho. The team offers IoT development and IT strategy consulting.
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UndisclosedUndisclosedFreelancerNorwalk, CT
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ServFrame is a social media marketing agency. The small Norwalk, Connecticut-based team focuses on Social Media Marketing and Search Engine Optimization. The agency was launched in 2021.
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UndisclosedUndisclosedFreelancerBoston, MA
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Business intelligence company BizAppsQuick was launched in 2001. In Boston, Massachusetts, the team specializes in BI & big data consulting & SI and CRM consulting and SI.
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UndisclosedUndisclosedFreelancerPembroke Pines, FL
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Jessica Romero, LLC. Is an Email Marketing company. They are in Pembroke Pines, Florida and have small team. They focus on Email Marketing and CRM consulting and SI.
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UndisclosedUndisclosedFreelancerLibby, MT
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Founded in 2023, FRCS Tech is a cloud consulting & SI company. Their team offers cloud consulting & SI and CRM consulting and SI.
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UndisclosedUndisclosedFreelancerAurora, CO
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Givicore, a social media marketing company, focus on Social Media Marketing and Search Engine Optimization. They were founded in 2017.
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UndisclosedUndisclosedFreelancerDallas, TX
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Established in 2000, iPrevailed is an IT strategy consulting company. Their services include IT strategy consulting and CRM consulting and SI.
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UndisclosedUndisclosedFreelancerPhoenixville, PA
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SignalPoint Media Group is a Marketing Strategy company. They provide Marketing Strategy and Social Media Marketing and were established in 2017. The firm is in Phoenixville, Pennsylvania.
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UndisclosedUndisclosedFreelancerTampa, FL
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Tanner Consultants is a social media marketing company. Their team is headquartered in Tampa, Florida. The company offers Social Media Marketing and Email Marketing.
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UndisclosedUndisclosed250 - 999Wilmington, DE
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Keylent Inc, a business intelligence company, was founded in 2010. The agency offers BI & big data consulting & SI and CRM consulting and SI, and is midsize.
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$1,000+$25 - $49 / hr50 - 249Cincinnati, OH
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Launched in 2015, Onviqa Pvt. Ltd. Is a custom software development firm. The midsize team specializes in Custom Software Development and Web Development.
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$10,000+$50 - $99 / hr10 - 49Chicago, IL
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CRM consulting and SI company Edver was founded in 2020. The small team provides CRM consulting and SI and IT managed services.
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UndisclosedUndisclosed10 - 49Pembroke Pines, FL
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FindMeTechie is a custom software development firm launched in 2014. The team offers Custom Software Development and E-Commerce Development.
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UndisclosedUndisclosed50 - 249Cary, NC
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Infomerica, Inc is a Digital Strategy company. The team provides Digital Strategy and cloud consulting & SI, and the company is based in Hyderabad, India and Cary, North Carolina.
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$5,000+$50 - $99 / hr10 - 49San Jose, CA
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CRM consulting and SI company Clone-Tech is in San Jose, California and Nairobi, Kenya. They focus on CRM consulting and SI and ERP consulting and SI and were founded in 2022.
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UndisclosedUndisclosed10 - 49Long Beach, CA
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Ensymbios, Inc. Is an IT strategy consulting company. The team offers IT strategy consulting and CRM consulting and SI and is based in Long Beach, California.
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UndisclosedUndisclosed10 - 49Sonoma, CA
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Balzac Communications & Marketing is a PR company. Their team is headquartered in Sonoma, California. The agency specializes in Public Relations and Social Media Marketing.
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UndisclosedUndisclosed10 - 49Milton, DE
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ITECHLEADZ is a SEO company. They were launched in 2014 and provide Search Engine Optimization and Custom Software Development.
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UndisclosedUndisclosed10 - 49Chicago, IL
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In Chicago, Illinois, Vivid Technologies, Inc. Is a custom software development firm. They focus on Custom Software Development and Staffing and were founded in 1994.
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UndisclosedUndisclosed10 - 49Lakewood, OH
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Yorty Designs is a SEO agency. The Lakewood, Ohio-based agency was established in 2010. Their services include Search Engine Optimization and Pay Per Click.
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UndisclosedUndisclosed2 - 9Atlanta, GA
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ITechEra Solution is a small Atlanta, Georgia-based social media marketing company. The team provides Social Media Marketing and Conversion Optimization.
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$5,000+$100 - $149 / hr10 - 49Alpharetta, GA
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Launched in 2004, AXSource is a small software development firm. Their services include Custom Software Development and CRM consulting and SI.
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UndisclosedUndisclosed50 - 249San Francisco, CA
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Sofomo is a business intelligence company. They are in Wrocław, Poland and San Francisco, California. Their team provides BI & big data consulting & SI and cloud consulting & SI.
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UndisclosedUndisclosedFreelancerLone Tree, CO
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Search Conversion, LLC is a Conversion Optimization company. Based in Lone Tree, Colorado, the agency was founded in 1995. Their services include Conversion Optimization and Social Media Marketing.
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UndisclosedUndisclosedFreelancerMooresville, NC
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MS Digital Solutions, LLC is a SEO services firm. The company is based in Mooresville, North Carolina. Their team specializes in Search Engine Optimization and Web Development.
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UndisclosedUndisclosed250 - 999Boston, MA
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Big data analytics company DCA - Database Consultants Australia focuses on BI & big data consulting & SI and cloud consulting & SI. They were founded in 1993.
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$5,000+$100 - $149 / hr2 - 9Frisco, TX
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Enlightened Technology Group is an IT managed services company. Established in 1998, the agency is based in Frisco, Texas. Their services include IT managed services and Search Engine Optimization.
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$5,000+$100 - $149 / hr2 - 9Seattle, WA
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Kayzoe is a SEO agency. The Seattle, Washington-based company offers Search Engine Optimization and Pay Per Click.
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$5,000+$50 - $99 / hr2 - 9Port Washington, NY
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In Port Washington, New York, Picus Enterprises is a small Business Consulting company. The team offers Business Consulting and Pay Per Click.
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UndisclosedUndisclosed2 - 9Seattle, WA
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Continuous Scale, a small Funding & Investment company, is in Seattle, Washington. The team offers Funding & Investment and Accounting.
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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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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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List of the Top 15 United States CRM Companies
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$5,000+$200 - $300 / hr50 - 249Chicago, IL
Ability to deliver
35.3/40.017.4/20 Reviews10/10 Clients & Experience7.9/10 Market PresenceService focus
100% CRM Consulting and SI -
$10,000+$150 - $199 / hr10 - 49Seattle, WA
Ability to deliver
33.6/40.016.4/20 Reviews9.1/10 Clients & Experience8.1/10 Market PresenceService focus
70% CRM Consulting and SI30% Other -
$1,000+$150 - $199 / hr50 - 249Atlanta, GA
Ability to deliver
33.6/40.016.2/20 Reviews9.6/10 Clients & Experience7.7/10 Market PresenceService focus
50% CRM Consulting and SI50% Other -
$50,000+$150 - $199 / hr1,000 - 9,999New York, NY
Ability to deliver
32.9/40.016.2/20 Reviews6.8/10 Clients & Experience9.9/10 Market PresenceService focus
30% CRM Consulting and SI70% Other -
$1,000+$150 - $199 / hr10 - 49Chicago, IL
Ability to deliver
32.8/40.015.8/20 Reviews9.3/10 Clients & Experience7.7/10 Market PresenceService focus
80% CRM Consulting and SI20% Other -
$5,000+$100 - $149 / hr10 - 49Miami, FL
Ability to deliver
32.6/40.016.4/20 Reviews9.3/10 Clients & Experience6.9/10 Market PresenceService focus
100% CRM Consulting and SI -
$10,000+$150 - $199 / hr10 - 49Los Angeles, CA
Ability to deliver
31.9/40.016.2/20 Reviews9.6/10 Clients & Experience6.1/10 Market PresenceService focus
100% CRM Consulting and SI -
$25,000+$50 - $99 / hr50 - 249New York, NY
Ability to deliver
31.8/40.015.6/20 Reviews7.7/10 Clients & Experience8.5/10 Market PresenceService focus
60% CRM Consulting and SI40% Other -
UndisclosedUndisclosed50 - 249Milwaukee, WI
Ability to deliver
31.8/40.014.6/20 Reviews7.6/10 Clients & Experience9.6/10 Market PresenceService focus
100% CRM Consulting and SI -
UndisclosedUndisclosed50 - 249Calabasas, CA
Ability to deliver
31.4/40.016.8/20 Reviews6.5/10 Clients & Experience8.1/10 Market PresenceService focus
70% CRM Consulting and SI30% Other -
$1,000+$100 - $149 / hr10 - 49Flower Mound, TX
Ability to deliver
31.4/40.016.2/20 Reviews8.5/10 Clients & Experience6.7/10 Market PresenceService focus
90% CRM Consulting and SI10% Other -
Undisclosed$150 - $199 / hr10 - 49St. Louis, MO
Ability to deliver
30.8/40.016.2/20 Reviews8.1/10 Clients & Experience6.6/10 Market PresenceService focus
60% CRM Consulting and SI40% Other -
$10,000+$200 - $300 / hr10 - 49Grand Haven, MI
Ability to deliver
35.8/40.016.6/20 Reviews9.6/10 Clients & Experience9.6/10 Market PresenceService focus
35% CRM Consulting and SI65% Other -
$10,000+$25 - $49 / hr50 - 249Carlsbad, CA
Ability to deliver
34.2/40.017/20 Reviews7.5/10 Clients & Experience9.7/10 Market PresenceService focus
35% CRM Consulting and SI65% Other -
$10,000+$100 - $149 / hr250 - 999Atlanta, GA
Ability to deliver
35.2/40.015.8/20 Reviews9.6/10 Clients & Experience9.8/10 Market PresenceService focus
20% CRM Consulting and SI80% Other -
$1,000+$50 - $99 / hr10 - 49Bellevue, WA
Ability to deliver
29.9/40.015.6/20 Reviews8/10 Clients & Experience6.3/10 Market PresenceService focus
60% CRM Consulting and SI40% Other -
$1,000+< $25 / hr50 - 249Denver, CO
Ability to deliver
40/40.020/20 Reviews10/10 Clients & Experience10/10 Market PresenceService focus
10% CRM Consulting and SI90% Other -
$5,000+$25 - $49 / hr250 - 999New York, NY
Ability to deliver
32.2/40.017/20 Reviews7.9/10 Clients & Experience7.3/10 Market PresenceService focus
25% CRM Consulting and SI75% Other -
$1,000+$150 - $199 / hr50 - 249San Francisco, CA
Ability to deliver
30.3/40.016.2/20 Reviews8.8/10 Clients & Experience5.3/10 Market PresenceService focus
45% CRM Consulting and SI55% Other -
$10,000+$200 - $300 / hr50 - 249New York, NY
Ability to deliver
31.6/40.015.2/20 Reviews7.6/10 Clients & Experience8.8/10 Market PresenceService focus
40% CRM Consulting and SI60% Other -
$5,000+$100 - $149 / hr2 - 9Denver, CO
Ability to deliver
28.8/40.016.2/20 Reviews6.2/10 Clients & Experience6.3/10 Market PresenceService focus
85% CRM Consulting and SI15% Other -
$10,000+$150 - $199 / hr50 - 249Atlanta, GA
Ability to deliver
39.4/40.020/20 Reviews10/10 Clients & Experience9.4/10 Market PresenceService focus
10% CRM Consulting and SI90% Other -
$50,000+$150 - $199 / hr50 - 249Chicago, IL
Ability to deliver
39/40.020/20 Reviews9.1/10 Clients & Experience10/10 Market PresenceService focus
10% CRM Consulting and SI90% Other -
$10,000+$150 - $199 / hr10 - 49Palmetto Bay, FL
Ability to deliver
33.9/40.016.2/20 Reviews8.8/10 Clients & Experience8.9/10 Market PresenceService focus
35% CRM Consulting and SI65% Other -
$5,000+$100 - $149 / hr10 - 49Plymouth, MN
Ability to deliver
30.5/40.015.6/20 Reviews10/10 Clients & Experience4.9/10 Market PresenceService focus
50% CRM Consulting and SI50% Other -
$5,000+$150 - $199 / hr2 - 9Osseo, MN
Ability to deliver
34/40.016.2/20 Reviews9.2/10 Clients & Experience8.6/10 Market PresenceService focus
40% CRM Consulting and SI60% Other -
$50,000+$50 - $99 / hr50 - 249Los Angeles, CA
Ability to deliver
36.2/40.016.6/20 Reviews10/10 Clients & Experience9.6/10 Market PresenceService focus
20% CRM Consulting and SI80% Other -
$5,000+$100 - $149 / hr10 - 49El Segundo, CA
Ability to deliver
39.3/40.019.8/20 Reviews10/10 Clients & Experience9.5/10 Market PresenceService focus
10% CRM Consulting and SI90% Other -
$5,000+Undisclosed250 - 999Austin, TX
Ability to deliver
33.4/40.018/20 Reviews7.1/10 Clients & Experience8.3/10 Market PresenceService focus
20% CRM Consulting and SI80% Other -
$5,000+$150 - $199 / hr10 - 49McLean, VA
Ability to deliver
35.8/40.017.6/20 Reviews9.7/10 Clients & Experience8.5/10 Market PresenceService focus
25% CRM Consulting and SI75% Other
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U.S. CRM Consulting FAQs
U.S.-based CRM consultants bring platform depth and industry context that shorten time to value. Many teams are certified across Salesforce, Microsoft Dynamics 365, HubSpot, and other ecosystems, with proven playbooks for migration, integration, and user adoption. Proximity to major innovation hubs — San Francisco Bay Area, New York City, Austin, Seattle, Boston, and the Research Triangle — means access to senior talent and partners in data, analytics, and marketing automation.
For regulated sectors, U.S. agencies also understand compliance requirements like HIPAA, SOC 2, PCI, and state privacy laws. If your go-to-market spans sales, marketing, and customer success, a U.S. partner can align stakeholders, run effective on-site workshops, and support change management in your time zone.
Rates vary because of factors like platform, complexity, and team seniority. On Clutch, most U.S.-based CR consultancies charge:
- Hourly rates: typically $100 – $225 for U.S. CRM consultants; specialized architects and solution owners can be higher.
- Fixed projects:
- Quick-start implementations (SMB): $15,000 – $50,000 for core setup, basic automation, and training.
- Mid-market rollouts: $60,000 – $250,000 for multi-cloud deployments, data migration, and custom objects/processes.
- Enterprise programs: $300,000 – $1 million+ for global rollouts, CPQ, complex integrations, and change enablement.
- Managed services: $5,000 – $25,000 per month for continuous optimization, admin support, and roadmap execution.
Expect additional costs for platform licenses, add-ons (e.g., CPQ, Marketing Automation), data tools, and user training.
CRM agencies in the U.S. support a broad spectrum of markets and niches. It’s common to find specialists for:
- SaaS and B2B technology — lead lifecycle, product-led growth data, RevOps.
- Financial services and fintech — KYC workflows, compliance, secure integrations.
- Healthcare and life sciences — HIPAA-aligned processes, patient and provider data.
- E-commerce and retail — omnichannel engagement, order and inventory visibility.
- Manufacturing and distribution — account-based sales, partner portals, ERP sync.
- Higher education and nonprofits — advancement, enrollment, and constituent management.
- Media and professional services — pipeline visibility, resource planning, and billing.
Start by gauging their fit, not just features — thoroughly assess their:
- Platform expertise – confirm certifications and recent case studies in your platform.
- Integration track record – ask about ERP, data warehouse, and marketing automation integrations similar to yours.
- Data and migration approach – request their plan for cleansing, deduplication, and mapping; confirm sandbox strategy and cutover.
- Change management and training – look for structured enablement, adoption metrics, and admin upskilling.
- Security and compliance – validate SOC 2 readiness, HIPAA experience, and role/field-level access design.
- Team model – meet the delivery team, not just sales. Ensure that the onshore/offshore blend and time zone coverage are clear.
- Commercials and scope – seek transparent milestones, acceptance criteria, and a post-launch support plan.
Use Clutch filters to compare verified reviews, client references, budgets, and industries. Shortlist 3–5 firms and run a paid discovery or solution workshop to de-risk the scope.
- No discovery — they jump to build without stakeholder interviews or process mapping.
- Over-customization bias — heavy code vs. configurable, out-of-the-box features.
- Vague data plan — no detail on dedupe, merge rules, or validation logic.
- Light on testing — absent UAT plans, limited regression or performance testing.
- Thin documentation — no solution design, admin guides, or runbooks.
- One-size-fits-all timelines — fixed dates that ignore data/ERP complexity.
- No adoption strategy — training is an afterthought with no change plan.
- Ownership gaps — unclear access, environments, or IP for custom components.
Ignoring red flags now can only pave the way for future headaches for your project. Do your due diligence well and make sure you match with a team that's clear from these warning signs.