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 103 projectsSet2Close specializes in CRM Consulting and Systems Integration, with a strong focus on HubSpot implementation and optimization. The company has received overwhelmingly positive feedback, with 100% of reviewers highlighting their expertise, and personalized approach. Clients frequently commend Set2Close for their organizational skills and ability to tailor solutions to specific business needs, making them highly recommended for CRM services.
$1,000+$25 - $49 / hr50 - 249Serves United StatesServices provided
See all 107 projectsPeeklogic, LLC is a CRM Consultancy specializing in CRM Implementation, Integration, and Systems Integration, with a focus on Salesforce solutions. Their reviews reflect a high level of client satisfaction, with 100% of reviewers praising their project management, responsiveness, and tailored solutions. Clients consistently highlight Peeklogic’s ability to deliver on time and adapt to changing requirements, with several noting their deep expertise and clear communication as standout qualities.
$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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UndisclosedUndisclosed2 - 9Poland, ME
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JC Marketing Group, LLC is a Poland, Maine-based Sales Outsourcing company. Their services include Sales Outsourcing and Email Marketing.
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UndisclosedUndisclosed2 - 9Saco, ME
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Patti Devine Inc., a Marketing Strategy company, was launched in 2003. They offers Marketing Strategy and Email Marketing.
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Featured
What are Featured Providers?
$5,000+$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 - 9Cranston, RI
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Launched in 2002, Digital Directions is a small Digital Strategy company based in Cranston, Rhode Island. Their team specializes in Digital Strategy and CRM consulting and SI.
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UndisclosedUndisclosed2 - 9Sioux City, IA
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BRIC Media Marketing Agency is a media planning & buying company established in 2022. The team focuses on Media Planning & Buying and Social Media Marketing.
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UndisclosedUndisclosed2 - 9HALNDLE BCH, FL
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UMG Marketing Group is a HALNDLE BCH, Florida-based branding company. They offer Branding and Social Media Marketing and were founded in 2020.
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$1,000+$50 - $99 / hr10 - 49Franklin Township, NJ
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Conam Technologies Private Limited is a CRM consulting and SI company launched in 2014. The team offers CRM consulting and SI and BI & big data consulting & SI.
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UndisclosedUndisclosed10 - 49Miami, FL
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Located in Buenos Aires, Argentina and Miami, Florida, Certa Consulting is a CRM consulting and SI company. Their services include CRM consulting and SI and Business Consulting.
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$1,000+$50 - $99 / hr10 - 49Los Angeles, CA
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Management Technology Consulting is a CRM consulting and SI company. They were established in 2000, and their services include CRM consulting and SI.
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UndisclosedUndisclosed50 - 249Princeton, NJ
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Solvable Creations, a midsize Marketing Strategy company, is located in Princeton, New Jersey and Chennai, India. The team specializes in Marketing Strategy and Social Media Marketing.
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Undisclosed$100 - $149 / hr10 - 49San Francisco, CA
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See all 3 projectsCRMT Digital is a CRM consultancy specializing in CRM consulting, CRM implementation, and CRM systems integration. With 100% positive feedback across reviews, clients commend their excellent project management, responsiveness, and ability to simplify complex processes. Reviewers highlight their expertise in CRM integration and their effectiveness in enhancing marketing operations and GDPR compliance.
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UndisclosedUndisclosed10 - 49Lawrence, KS
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In Lawrence, Kansas, IT Consulting Services, Inc. Is a small Enterprise App Modernization company. The team provides Enterprise App Modernization and BI & big data consulting & SI.
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UndisclosedUndisclosedFreelancerGrand Rapids, MI
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Adaptive Cause, a CRM consulting and SI company, provide CRM consulting and SI and Mobile App Development. They were founded in 2023.
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UndisclosedUndisclosed10 - 49Wilmington, DE
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CRM consulting and SI company HelpCrunch is located in Wilmington, Delaware and Kyiv, Ukraine. Founded in 2016, the team specializes in CRM consulting and SI and SMS Marketing.
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UndisclosedUndisclosed50 - 249San Jose, CA
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Digital Strategy company Catalyst Business Partners was established in 2002. The firm specializes in Digital Strategy and cloud consulting & SI, and is midsize.
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$5,000+$300+ / hr10 - 49Middletown, DE
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Sibasi Ltd is a cloud consulting & SI company based in Nairobi, Kenya and Middletown, Delaware. The team focuses on cloud consulting & SI and CRM consulting and SI.
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UndisclosedUndisclosed50 - 249San Francisco, CA
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Uniform Systems, Inc. Is a CRM consulting and SI company. Based in San Francisco, California and Berlin, Germany, their team focuses on CRM consulting and SI and Custom Software Development.
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$5,000+$50 - $99 / hr50 - 249New York, NY
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Intech Systems Pvt. Ltd is a CRM consulting and SI company launched in 1978. The team offers CRM consulting and SI and ERP consulting and SI.
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UndisclosedUndisclosed250 - 999Exton, PA
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Genzeon is a cloud consulting & SI company launched in 2009. Headquartered in Exton, Pennsylvania and Hyderabad, India, the team provides cloud consulting & SI and CRM consulting and SI.
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UndisclosedUndisclosed50 - 249Lewes, DE
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Founded in 2023, Texve is a CRM consulting and SI company. The midsize team provides CRM consulting and SI and Mobile App Development.
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UndisclosedUndisclosed50 - 249Los Angeles, CA
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AAXIS Group Corporation is an IT strategy consulting company founded in 1998. The midsize team specializes in IT strategy consulting and BI & big data consulting & SI.
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UndisclosedUndisclosed2 - 9Overland Park, KS
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Yoodle LLC is a software development company located in Overland Park, Kansas. They focus on Custom Software Development and CRM consulting and SI.
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UndisclosedUndisclosed2 - 9Irving, TX
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Logistics & Supply Chain Consulting company Merit American Technologies is located in Irving, Texas. They focus on Logistics & Supply Chain Consulting and CRM consulting and SI.
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UndisclosedUndisclosed2 - 9Gainesville, GA
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MediaPressions Web Design & SEO Services is a SEO agency. In Gainesville, Georgia, the company was established in 2007. Their services include Search Engine Optimization and Web Design.
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UndisclosedUndisclosed2 - 9Portage, IN
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Creative Marketing Group is a small Portage, Indiana-based SEO agency. The team focuses on Search Engine Optimization and CRM consulting and SI.
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UndisclosedUndisclosed10 - 49Herndon, VA
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ESpatial is a data analytics company and CRM consulting and SI company based in Dublin, Ireland and Herndon, Virginia. Their services include BI & big data consulting & SI and CRM consulting and SI.
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$10,000+$100 - $149 / hr1,000 - 9,999El Dorado Hills, CA
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Founded in 1993, R Systems is a large big data analytics company. Their services include BI & big data consulting & SI and Back Office Outsourcing.
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UndisclosedUndisclosed50 - 249Bellingham, WA
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IT strategy consulting company KIS Solutions is in Bellingham, Washington and Sao Paulo, Brazil. Founded in 2012, the team provides IT strategy consulting and Artificial Intelligence.
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UndisclosedUndisclosed50 - 249Jersey City, NJ
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Areya Technologies, a CRM consulting and SI and IT managed services company, was established in 2019. The team offers CRM consulting and SI and IT managed services.
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Undisclosed$100 - $149 / hr50 - 249Carmel, IN
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Blue Horseshoe Solutions is an ERP consulting and SI company. Their team is headquartered in Carmel, Indiana and specializes in ERP consulting and SI and Accounting.
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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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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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$10,000+$50 - $99 / hr50 - 249New York, NY
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See all 3 projectsiWeb-Soft, Inc. is a software development company specializing in creating customized platforms for diverse industries, including healthcare, HR, and real estate. Across all reviews, clients praise their professionalism, attention to detail, and deep understanding of industry-specific needs, resulting in enhanced operational efficiency and client satisfaction. Notably, 100% of reviewers highlight their exceptional project management and responsiveness.
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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+$50 - $99 / hr10 - 49Miami, FL
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Established in 2011, Etixen, a small CRM consulting and SI company, is in Buenos Aires, Argentina and Miami, Florida. Their team offers CRM consulting and SI and Custom Software Development.
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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
31.6/40.017.4/20 Reviews10/10 Clients & Experience4.2/10 Market PresenceService focus
100% CRM Consulting and SI -
$1,000+$150 - $199 / hr50 - 249Atlanta, GA
Ability to deliver
29.9/40.016.2/20 Reviews9.6/10 Clients & Experience4.1/10 Market PresenceService focus
50% CRM Consulting and SI50% Other -
$1,000+$50 - $99 / hr50 - 249Dover, DE
Ability to deliver
29.9/40.020/20 Reviews5.7/10 Clients & Experience4.2/10 Market PresenceService focus
50% CRM Consulting and SI50% Other -
$10,000+$150 - $199 / hr10 - 49Los Angeles, CA
Ability to deliver
29.8/40.016.2/20 Reviews9.6/10 Clients & Experience4/10 Market PresenceService focus
100% CRM Consulting and SI -
$5,000+$100 - $149 / hr10 - 49Miami, FL
Ability to deliver
29.6/40.016.2/20 Reviews9.3/10 Clients & Experience4.1/10 Market PresenceService focus
100% CRM Consulting and SI -
UndisclosedUndisclosed50 - 249Calabasas, CA
Ability to deliver
29.3/40.016.4/20 Reviews6.5/10 Clients & Experience6.4/10 Market PresenceService focus
70% CRM Consulting and SI30% Other -
$10,000+$150 - $199 / hr10 - 49Seattle, WA
Ability to deliver
29.1/40.016.4/20 Reviews9.1/10 Clients & Experience3.7/10 Market PresenceService focus
70% CRM Consulting and SI30% Other -
$1,000+$150 - $199 / hr10 - 49Chicago, IL
Ability to deliver
29/40.015.8/20 Reviews9.3/10 Clients & Experience3.9/10 Market PresenceService focus
80% CRM Consulting and SI20% Other -
Undisclosed$150 - $199 / hr10 - 49St. Louis, MO
Ability to deliver
28.5/40.016.2/20 Reviews8.1/10 Clients & Experience4.3/10 Market PresenceService focus
60% CRM Consulting and SI40% Other -
$1,000+$100 - $149 / hr10 - 49Flower Mound, TX
Ability to deliver
28.3/40.016.2/20 Reviews8.5/10 Clients & Experience3.7/10 Market PresenceService focus
90% CRM Consulting and SI10% Other -
$25,000+$50 - $99 / hr50 - 249New York, NY
Ability to deliver
27.7/40.015.6/20 Reviews7.7/10 Clients & Experience4.5/10 Market PresenceService focus
60% CRM Consulting and SI40% Other -
$1,000+$150 - $199 / hr50 - 249San Francisco, CA
Ability to deliver
29/40.016.2/20 Reviews8.8/10 Clients & Experience4/10 Market PresenceService focus
45% CRM Consulting and SI55% Other -
$50,000+$150 - $199 / hr1,000 - 9,999New York, NY
Ability to deliver
27.4/40.016.2/20 Reviews6.8/10 Clients & Experience4.5/10 Market PresenceService focus
30% CRM Consulting and SI70% Other -
$5,000+$100 - $149 / hr10 - 49Plymouth, MN
Ability to deliver
29.3/40.015.6/20 Reviews10/10 Clients & Experience3.7/10 Market PresenceService focus
50% CRM Consulting and SI50% Other -
$1,000+$50 - $99 / hr10 - 49Bellevue, WA
Ability to deliver
27.1/40.015.4/20 Reviews8/10 Clients & Experience3.7/10 Market PresenceService focus
60% CRM Consulting and SI40% Other -
$10,000+$100 - $149 / hr250 - 999Atlanta, GA
Ability to deliver
31.8/40.015.8/20 Reviews9.6/10 Clients & Experience6.4/10 Market PresenceService focus
20% CRM Consulting and SI80% Other -
$10,000+$200 - $300 / hr10 - 49Grand Haven, MI
Ability to deliver
32.1/40.016.6/20 Reviews9.6/10 Clients & Experience5.9/10 Market PresenceService focus
35% CRM Consulting and SI65% Other -
$5,000+Undisclosed250 - 999Austin, TX
Ability to deliver
31.8/40.017.4/20 Reviews8.4/10 Clients & Experience5.9/10 Market PresenceService focus
20% CRM Consulting and SI80% Other -
$5,000+$100 - $149 / hr2 - 9Denver, CO
Ability to deliver
26.4/40.016.2/20 Reviews6.2/10 Clients & Experience4/10 Market PresenceService focus
85% CRM Consulting and SI15% Other -
UndisclosedUndisclosed50 - 249Milwaukee, WI
Ability to deliver
26.4/40.014.6/20 Reviews7.6/10 Clients & Experience4.2/10 Market PresenceService focus
100% CRM Consulting and SI -
$25,000+$50 - $99 / hr250 - 999Sunny Isles Beach, FL
Ability to deliver
31.4/40.016.2/20 Reviews10/10 Clients & Experience5.2/10 Market PresenceService focus
20% CRM Consulting and SI80% Other -
UndisclosedUndisclosed50 - 249Appleton, WI
Ability to deliver
26.1/40.015.6/20 Reviews6.2/10 Clients & Experience4.3/10 Market PresenceService focus
50% CRM Consulting and SI50% Other -
$5,000+$25 - $49 / hr250 - 999New York, NY
Ability to deliver
29.1/40.017/20 Reviews7.9/10 Clients & Experience4.2/10 Market PresenceService focus
25% CRM Consulting and SI75% Other -
$10,000+$150 - $199 / hr10 - 49Atlanta, GA
Ability to deliver
28/40.015.6/20 Reviews8.4/10 Clients & Experience4/10 Market PresenceService focus
50% CRM Consulting and SI50% Other -
$50,000+$50 - $99 / hr50 - 249Los Angeles, CA
Ability to deliver
33.3/40.016.2/20 Reviews10/10 Clients & Experience7.1/10 Market PresenceService focus
20% CRM Consulting and SI80% Other -
$1,000+< $25 / hr50 - 249Denver, CO
Ability to deliver
36/40.020/20 Reviews10/10 Clients & Experience6/10 Market PresenceService focus
10% CRM Consulting and SI90% Other -
$10,000+$200 - $300 / hr50 - 249New York, NY
Ability to deliver
27.9/40.015.2/20 Reviews7.6/10 Clients & Experience5.1/10 Market PresenceService focus
40% CRM Consulting and SI60% Other -
$10,000+$100 - $149 / hr50 - 249Carlsbad, CA
Ability to deliver
29.2/40.017.4/20 Reviews7.5/10 Clients & Experience4.3/10 Market PresenceService focus
35% CRM Consulting and SI65% Other -
$5,000+$100 - $149 / hr2 - 9New York, NY
Ability to deliver
26.9/40.016.2/20 Reviews7.3/10 Clients & Experience3.4/10 Market PresenceService focus
60% CRM Consulting and SI40% Other -
$5,000+$150 - $199 / hr2 - 9Osseo, MN
Ability to deliver
30.7/40.016.2/20 Reviews9.2/10 Clients & Experience5.3/10 Market PresenceService focus
40% CRM Consulting and SI60% 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.