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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UndisclosedUndisclosedFreelancerShawnee, KS
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Marisa Gonzales Studios, LLC., a branding company, is in Shawnee, Kansas. Their services include Branding and Market Research.
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UndisclosedUndisclosedFreelancerManassas Park, VA
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Voxlumedia is a small Manassas Park, Virginia-based branding company. The team specializes in Branding and Social Media Marketing.
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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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UndisclosedUndisclosedFreelancerMount Airy, MD
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Amble Media Group is a small social media marketing firm based in Mount Airy, Maryland. Their services include Social Media Marketing and Content Marketing.
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UndisclosedUndisclosedFreelancerDover, DE
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Sudden Impact Agency is an Advertising company. Their small team is located in Dover, Delaware. Their services include Advertising and Social Media Marketing.
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UndisclosedUndisclosedFreelancerFair Lawn, NJ
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Lotus Business Resources is a small social media marketing firm headquartered in Fair Lawn, New Jersey. The team offers Social Media Marketing and Content Marketing.
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UndisclosedUndisclosedFreelancerMill Valley, CA
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Wilder Strategy Lab is a social media marketing company. The Mill Valley, California-based firm provides Social Media Marketing and Search Engine Optimization.
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$25,000+$50 - $99 / hr1,000 - 9,999Massapequa, NY
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See all 1 projectsBRQ Digital Solutions specializes in CRM Consulting, CRM Implementation, and CRM Integration services. Clients commend their exceptional understanding of business needs and the ability to deliver comprehensive Salesforce solutions. The reviews highlight their strong project management capabilities, adaptability, and alignment with client values, making them a valued partner in achieving successful CRM integration and implementation projects.
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UndisclosedUndisclosed250 - 999Naperville, IL
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CoreFlex Solutions Inc. Is a CRM consulting and SI company based in Naperville, Illinois and पुणे, India. Launched in 2013, the team focuses on CRM consulting and SI and UX/UI Design.
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$5,000+$100 - $149 / hr250 - 999Broken Arrow, OK
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Corporate Renaissance Group is a CRM consulting and SI company based in Ottawa, Canada and Broken Arrow, Oklahoma. The team specializes in CRM consulting and SI and ERP consulting and SI.
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UndisclosedUndisclosed50 - 249St. Petersburg, FL
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ISOCRATES, LLC is a midsize St. Petersburg, Florida-based big data analytics company. The team focuses on BI & big data consulting & SI and CRM consulting and SI.
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UndisclosedUndisclosed250 - 999Fort Wayne, IN
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See all 42 projectsCODECLOUDS is a CRM Consulting and Systems Integration company that excels in sales funnel development, CRM integration, and technical optimization. Overall, 100% of the feedback highlights their exceptional responsiveness and quality of work, with clients noting significant improvements in conversion rates and operational efficiency. Their expertise consistently delivers scalable, revenue-enhancing solutions tailored to client needs.
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UndisclosedUndisclosed250 - 999Forest Park, IL
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Suyati, a CRM consulting and SI company, is headquartered in Forest Park, Illinois and Kochi, India. The team specializes in CRM consulting and SI and IT managed services.
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$100,000+< $25 / hr50 - 249San Jose, CA
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See all 2 projectsIntagleo Systems is a software development company renowned for its expertise in web and mobile app development as well as industrial IoT solutions. Across the reviews, 100% of clients commend their timely delivery and effective communication. Notably, 50% of reviewers emphasize the company's culture fit and eagerness to meet client needs, highlighting their strong project management skills and dedication to delivering quality.
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$1,000+$25 - $49 / hr250 - 999San Jose, CA
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See all 12 projectsKsolves India Limited is a CRM Consulting and Systems Integration company that specializes in Customer Relationship Management services. Reviews highlight their timely delivery and excellent support, with 100% of clients mentioning satisfaction with their project management. The company is noted for its cost-effective solutions and strong customer service.
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UndisclosedUndisclosed50 - 249Jacksonville, FL
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JETZ ERP is a SEO company. They offer Search Engine Optimization and UX/UI Design and were founded in 2009. The firm is located in Jacksonville, Florida and Karaikudi, India.
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UndisclosedUndisclosed50 - 249Durham, NC
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Cloud consulting & SI company Belitsoft Software Development Company is based in Warszawa, Poland and Durham, North Carolina. The team focuses on cloud consulting & SI and CRM consulting and SI.
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UndisclosedUndisclosed250 - 999Overland Park, KS
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UX design company Creative Capsule LLC focuses on UX/UI Design and BI & big data consulting & SI. They are in Verna, India and Overland Park, Kansas.
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UndisclosedUndisclosed10 - 49Irving, TX
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Annamraju Designs & Technologies is a software development firm founded in 2017. The firm provides Custom Software Development and Web Development.
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UndisclosedUndisclosed250 - 999Newport Beach, CA
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Exavalu is an IT strategy consulting company. Launched in 2018, the agency offers IT strategy consulting and CRM consulting and SI.
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UndisclosedUndisclosed50 - 249New York, NY
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Mobizcorp is a Berlin, Germany-based e-commerce development company. Launched in 2003, the team focuses on E-Commerce Development and UX/UI Design.
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$5,000+$50 - $99 / hr1,000 - 9,999San Jose, CA
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See all 1 projectsHappiest Minds Technologies provides digital transformation, IT consulting, and managed services. The overall feedback highlights their expertise, responsiveness, and ability to deliver high-quality solutions on time. Reviewers consistently commend their professionalism, technical knowledge, and proactive communication, making them a trusted partner for complex projects.
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$1,000+< $25 / hr50 - 249Houston, TX
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Medma Infomatix is a midsize website development company located in Houston, Texas and Lucknow, India. Their services include Web Development and E-Commerce Development.
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Undisclosed< $25 / hr10 - 49New York, NY
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Mind Digital Group is a website development company. Launched in 2013, their team offers Web Development and Web Design.
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UndisclosedUndisclosed250 - 999Plymouth Meeting, PA
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User experience agency Software Country offers UX/UI Design and IT strategy consulting. They are based in Plymouth Meeting, Pennsylvania and London, England.
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UndisclosedUndisclosed50 - 249Princeton, NJ
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ATNA Technologies, a business intelligence company, is headquartered in Princeton, New Jersey and Coimbatore, India. They specialize in BI & big data consulting & SI and CRM consulting and SI.
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UndisclosedUndisclosed250 - 999Oklahoma City, OK
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See all 3 projectsReflections Info Systems is a CRM Consulting and SI company known for its professional and effective project management, particularly in complex IT and systems integration challenges. Overwhelmingly positive feedback highlights their ability to reduce operational costs and provide comprehensive IT support, with no areas noted for improvement. The company is highly recommended by clients for their professionalism and expertise.
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UndisclosedUndisclosed50 - 249Princeton, NJ
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Anantara Solutions Pvt Ltd, a business intelligence company, was founded in 2007. The team specializes in BI & big data consulting & SI and cloud consulting & SI.
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UndisclosedUndisclosed50 - 249Herndon, VA
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Founded in 2014, GRhombus Technologies Pvt. Ltd. Is a midsize Herndon, Virginia-based Application Testing company. Their services include Application Testing and IoT development.
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$5,000+< $25 / hr250 - 999San Jose, CA
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Luvina Software JSC is a cloud consulting & SI company headquartered in Hanoi, Cau Giay, Vietnam and Danang, Vietnam. They focus on cloud consulting & SI and CRM consulting and SI.
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UndisclosedUndisclosed10 - 49Piscataway, NJ
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Established in 2015, Four Bends Pvt Ltd is a small Piscataway, New Jersey-based web design company. Their team provides Web Design and BI & big data consulting & SI.
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UndisclosedUndisclosed50 - 249Hoboken, NJ
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Mercurial Minds is a Robotics Process Automation company. Launched in 2013, their team specializes in Robotics Process Automation and Market Research.
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$10,000+$100 - $149 / hr50 - 249New York, NY
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Digital Strategy company Equancy was launched in 2002. Headquartered in Paris, France and Shanghai, China, the team focuses on Digital Strategy and Branding.
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UndisclosedUndisclosed250 - 999Weston, FL
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Digibee is a cloud consulting & SI company based in Weston, Florida and Sao Paulo, Brazil. They specialize in cloud consulting & SI and IT strategy consulting.
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UndisclosedUndisclosed50 - 249White Oak, MD
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Softsquare is a White Oak, Maryland-based CRM consulting and SI company. Established in 1998, the team focuses on CRM consulting and SI and Mobile App Development.
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UndisclosedUndisclosed250 - 999Draper, UT
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Blueflame Labs is a cloud consulting & SI company in Pune, India and Wood Hill, England. They offer cloud consulting & SI and CRM consulting and SI and were established in 2017.
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$5,000+< $25 / hr50 - 249Atlanta, GA
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Redian Software MEA LLC is a midsize Dubai, United Arab Emirates-based CRM consulting and SI company. Their services include CRM consulting and SI and IT strategy consulting.
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$5,000+$25 - $49 / hr10 - 49New York, NY
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See all 3 projectsAutomatic Technology Solutions LLC is a full-service IT and digital marketing company specializing in custom software development and scalable digital solutions for businesses of all sizes. We
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UndisclosedUndisclosed50 - 249Arlington, VA
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HCLTech is a data analytics company headquartered in Arlington, Virginia and Budapest, Hungary. Their services include BI & big data consulting & SI and cloud consulting & SI.
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UndisclosedUndisclosed50 - 249Dublin, OH
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Techno Facts Solutions Pvt Ltd is a software development firm based in Dublin, Ohio and Hyderabad, India. They focus on Custom Software Development and Staffing.
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Undisclosed$200 - $300 / hr1,000 - 9,999Edison, NJ
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Nous Infosystems, an Application Testing company, was founded in 1996. The large team focuses on Application Testing and Custom Software Development.
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UndisclosedUndisclosed50 - 249San Jose, CA
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Xebrium Inc, a midsize custom software development firm, is located in San Jose, California and Pune, India. Their services include Custom Software Development and Enterprise App Modernization.
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Undisclosed< $25 / hr250 - 999Palo Alto, CA
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Dialog Information Technology is a CRM consulting and SI company. Founded in 1979, the agency provides CRM consulting and SI and ECM consulting and SI.
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Undisclosed$100 - $149 / hr50 - 249New York, NY
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In Linköping, Sweden and New York, New York, Medius is a midsize ERP consulting and SI company. The team provides ERP consulting and SI and CRM consulting and SI.
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UndisclosedUndisclosed1,000 - 9,999Princeton, NJ
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Headquartered in Princeton, New Jersey and Chennai, India, Maveric Systems Limited is a cloud consulting & SI company. The team specializes in cloud consulting & SI and CRM consulting and SI.
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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
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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.