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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$1,000+$25 - $49 / hr250 - 999San Jose, CA
Services provided
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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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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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 Systems Integration company that excels in providing end-to-end management solutions, as evidenced by their successful SRE team implementation for Khan Bank's e-wallet system. Their professional approach and ability to significantly reduce operational costs are highlighted, with 100% of feedback being positive, commending their project management and expertise in IT-related services.
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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
33.6/40.016.4/20 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.