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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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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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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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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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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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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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 prominent CRM consulting and systems integration company specializing in sales funnel development, CRM integration, and technical optimization. They receive overwhelmingly positive feedback, with 100% of reviewers praising their responsiveness, quality, and ability to deliver projects on time. Their expertise in CRM services, particularly in integrating Konnektive CRM, significantly contributes to clients' business growth and scalability.
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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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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.