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 102 projectsSet2Close is a CRM Consultancy specializing in CRM Implementation, Integration, and Customer Relationship Management Consulting. They receive consistently positive feedback, with 100% of reviews highlighting their expertise in HubSpot, exceptional project management, and personalized support. Clients particularly appreciate their organized approach and ability to tailor solutions to specific business needs, as noted in 80% of the reviews.
$1,000+$25 - $49 / hr50 - 249Serves United StatesServices provided
See all 104 projectsPeeklogic, LLC is a CRM Consultancy specializing in CRM Implementation, CRM Integration, and Customer Relationship Management Consulting. The company consistently receives positive feedback, with clients highlighting their professionalism, responsiveness, and ability to deliver projects on time. Approximately 100% of reviewers commend their effective communication and alignment with client company values, underscoring their expertise in CRM & Systems Integration.
$1,000+$25 - $49 / hr50 - 249Serves United StatesServices provided
See all 47 projectsComputan is a web development company that specializes in HubSpot and WordPress integration, offering services such as website development, CMS management, and CRM integration. The reviews reflect overwhelmingly positive feedback, with approximately 85% highlighting their technical fluency and timely delivery. A significant 70% of reviewers commend their adaptability and communication, emphasizing their role as a dependable partner rather than just a vendor.
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$5,000+$150 - $199 / hr10 - 49Laguna Beach, CA
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See all 1 projectsGiant Rabbit LLC is a CRM Consulting and Systems Integration company renowned for its exceptional service in CRM evaluation and implementation. All reviewers consistently praise the company's effective project management and timely communication, with 100% highlighting their warmth and understanding of nonprofit dynamics. The firm's alignment with client values and budgetary constraints distinguishes it as a preferred partner in CRM services.
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$25,000+$25 - $49 / hr10 - 49Chicago, IL
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See all 9 projectsTwinCore is a versatile software development company specializing in custom software solutions, web development, and database maintenance. Across multiple reviews, 100% of clients praised their project management capabilities and technical expertise, often highlighting TwinCore's flexibility, reliability, and responsiveness. Approximately 80% of reviewers noted TwinCore's capacity to deliver projects on time and under budget while maintaining high customer satisfaction through transparent communication and strong commitment to project goals.
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Featured
What are Featured Providers?
$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+$100 - $149 / hr10 - 49Gilbert, AZ
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See all 7 projectsPhoenix Online Media is a web development and digital marketing agency known for delivering impressive results across website design, SEO, and digital marketing. The company receives overwhelmingly positive feedback, with 100% of reviewers expressing satisfaction with their professionalism, creativity, and ability to exceed expectations. Common themes in their reviews include seamless project management, strategic and responsive communication, and a commitment to fostering strong client relationships. Phoenix Online Media is highly recommended by all reviewers, with no areas for improvement noted.
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$10,000+$25 - $49 / hr50 - 249Bellevue, WA
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See all 1 projectsVirtuosity Consulting is a consultancy firm specializing in providing program managers and developers to streamline release processes for enterprises. The company receives overwhelmingly positive feedback, with clients highlighting their ownership of projects, flexibility, and seamless integration as an extension of the team. Nearly all reviewers emphasize their excellent service quality and adaptability to changing demands.
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UndisclosedUndisclosed10 - 49Austin, TX
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See all 3 projectsDemand Solutions Group is a specialized ERP/CRM implementation company with a strong focus on deploying and configuring NetSuite solutions. The reviews highlight their expertise, with 100% of reviewers noting their effective system customization and seamless integration capabilities. Clients commend their iterative approach and commitment, despite some needing additional expertise in specific areas. Overall, the feedback is overwhelmingly positive, with around 90% satisfaction regarding their dedication and project management.
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UndisclosedUndisclosed250 - 999Lincoln, NE
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See all 1 projectsFirespring is a digital agency specializing in nonprofit organizations, offering comprehensive IT and communication solutions, including website design and management. Their reviews highlight a 100% success rate in site uptime and exceptional customer support responsiveness. They are praised for their understanding of nonprofit needs, budget-friendly services, and efficient project management, receiving a perfect score for services rendered.
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$1,000+$150 - $199 / hr2 - 9Fort Lauderdale, FL
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See all 4 projectsAlign & Innovate is a Customer Relationship Management Consulting firm that specializes in CRM implementation and integration. The company has received positive feedback, with 100% of reviewers highlighting their unique ability to tailor solutions to client needs, deliver projects faster than expected, and improve lead management, resulting in a 20% increase in leads and conversions. Their comprehensive approach includes SOP documentation and branding, ensuring consistency and clarity in business operations.
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$1,000+$150 - $199 / hr50 - 249Houston, TX
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See all 1 projectsUtegration is a data analytics and SAP consultancy firm, specializing in staff augmentation and predictive modeling for industries like utilities. Reviews indicate a strong reputation, with 100% positive feedback highlighting their high-skilled resources, flexibility, and personal service. While initial coordination was noted as an area for improvement, clients appreciate their adaptability and comprehensive service offerings.
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$10,000+$100 - $149 / hr10 - 49Arlington, TX
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See all 3 projectsMetrotechs Digital Marketing Agency specializes in web development and digital marketing services, including website design, e-commerce solutions, and SEO strategies. The feedback reflects a 100% positive reception, with clients praising their attentiveness, innovative solutions, and effective project management. Notably, 50% of reviewers highlighted their ability to significantly increase website traffic and online presence.
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UndisclosedUndisclosed250 - 999Denver, CO
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See all 1 projectsAllCloud is a consulting company specializing in Salesforce integrations and cloud solutions. Their reviews highlight a high level of independence, reliability, and quality in their work, with a 100% positive sentiment concerning project management and communication. While they exhibit some employee turnover, they continue to deliver significant value through effective integration and development projects.
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$1,000+$100 - $149 / hr2 - 9Portsmouth, VA
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See all 9 projectsMotyme - No Code App and Web Development specializes in delivering professional web and app development services with a focus on user-friendly, mobile-compatible designs and integration. With a team size ranging from 1-5 employees, the company is lauded for its professionalism, speed, and expertise, as evidenced by consistently positive feedback across reviews. Over 80% of clients highlighted the company's effective project management and timely communication, and nearly 90% appreciated their responsiveness and attention to detail.
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$5,000+$50 - $99 / hr10 - 49San Diego, CA
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See all 28 projectsNANOBOT Group is a specialized communication agency providing high-quality 2D and 3D animated videos and content strategies for the biomedical and pharmaceutical industries. Reviews indicate a strong emphasis on professionalism, timely delivery, and effective communication, with over 90% of clients noting their proficiency in translating complex scientific concepts and responsiveness to project needs. The company's ability to tailor visual solutions to client requirements is frequently praised across reviews.
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$50,000+$150 - $199 / hr10 - 49Birmingham, AL
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See all 1 projectsSigao is a web development company specializing in creating tailored solutions for specific industry needs, such as a video conferencing platform for speech-language pathologists. Reviewers consistently praise their communication skills and reliability, with 100% of feedback highlighting their ability to meet deadlines and accommodate last-minute changes effectively. Clients appreciate Sigao's collaborative approach and transparency throughout the development process.
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$5,000+$100 - $149 / hr2 - 9Portland, OR
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See all 1 projectsBS&Co. is an email marketing agency specializing in managing and optimizing email marketing programs on platforms like Klaviyo. The company has consistently received positive feedback, with 100% of clients noting their innovative approach and timely project delivery. Clients have reported significant results, including a 5x ROI on email marketing efforts.
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$5,000+$200 - $300 / hr2 - 9Washington, DC
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See all 8 projectsShape & Scale is a CRM consultancy and systems integration firm, excelling in CRM services and implementation. They consistently receive positive feedback for their timely and efficient project management, with 100% of reviewers praising their communication and adaptability. Clients commend their alignment with company values and dedication to project success, highlighting their CRM consulting and integration capabilities.
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$1,000+$150 - $199 / hr10 - 49Falls Church, VA
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See all 29 projectsOmni Online Strategies LLC is a CRM Consulting firm specializing in CRM implementation and systems integration. The company excels in automating lead management processes, with reviews highlighting a 35% increase in conversion rates and an under 2-minute response time. Clients commend their proactive identification of process bottlenecks and effective project management.
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$1,000+$150 - $199 / hr10 - 49Cape Coral, FL
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See all 5 projectsAKAVEIL Technologies Inc. is an IT services provider specializing in managed IT services, Microsoft 365 migrations, and cybersecurity enhancements. The company consistently receives positive feedback, with reviewers praising their professionalism, effective communication, and impressive response times. Approximately 80% of reviewers highlight their project management skills and ability to deliver cost-effective solutions, while some note minor areas for improvement in report clarity.
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$1,000+Undisclosed10 - 49Narberth, PA
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See all 2 projectsEmpirical Consulting Solutions, LLC is a consulting firm specializing in sales process development and strategic scaling to enhance business growth. Across their reviews, clients praise their professionalism, integrity, and tailored approach, highlighting their ability to listen and customize solutions effectively. With a 100% satisfaction rate, ECS is recognized for their expert guidance and impactful results.
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$1,000+$100 - $149 / hr2 - 9Sunny Isles Beach, FL
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See all 2 projectsJosh No Code is a CRM Consultancy specializing in CRM Integration and CRM Systems Integration. Their service has received positive feedback, with clients highlighting their organized project management and responsiveness, achieving a 100% satisfaction rate. They effectively streamline processes, as demonstrated by reducing lead processing time from hours to immediate CRM input.
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$5,000+$300+ / hr10 - 49Augusta, GA
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See all 6 projectsEmail Industries is a specialized email deliverability consultancy known for its profound expertise in enhancing email deliverability and domain reputation. Reviews highlight their effective project management and seamless communication, with 100% of clients expressing satisfaction with their services. Clients praise their detailed audits and strategic insights, and 83% mention the company’s deep expertise as a standout feature.
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$1,000+$25 - $49 / hr10 - 49Northlake, TX
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See all 1 projectsAlyne Group is a CRM Consultancy and CRM Implementation company that excels in increasing customer acquisition and brand visibility. According to their reviews, 100% of clients praise their ability to create engaging content and run effective targeted ad campaigns, leading to real business results beyond mere social media engagement. They are noted for their responsive communication and goal-oriented approach.
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$25,000+Undisclosed10 - 49Irving, TX
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See all 5 projectsElite Software Automation is a company specializing in business process automation and custom software solutions. Their clients, primarily in healthcare and insurance, highlight significant improvements in operational efficiency and customer satisfaction. Approximately 90% of the feedback is positive, with reviewers frequently praising the company's thorough analysis and commitment to delivering tailored, impactful solutions. Notably, 75% of reviewers mention enhanced process management and reduced manual workloads as key benefits.
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$1,000+$100 - $149 / hr2 - 9Dallas, TX
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See all 1 projectsAdept Dynamics is a specialized Dynamics 365 development firm providing administrative and development support, including automation and stabilization within the platform. Reviews highlight their competence, timely delivery, and strong understanding of Dynamics 365, with approximately 90% of the feedback being positive. However, some note occasional missed deadlines, suggesting room for improvement in project management.
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$100,000+Undisclosed1,000 - 9,999Piscataway, NJ
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See all 1 projectsMarlabs Inc is a consulting firm specializing in Salesforce expertise and financial services domain experience. They have garnered positive reviews for their efficient digital transformation implementations, completing projects within short timelines. With a consistent record of delivering on time and under budget, they have implemented 25% of new customer projects. The firm is praised for customer satisfaction and professionalism.
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$5,000+$25 - $49 / hr10 - 49Los Angeles, CA
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See all 4 projectsindustriaLAX is a software development firm specializing in building cloud-based platforms, particularly for legal research. Their services are highly praised, with 100% positive feedback highlighting their excellent communication, responsiveness, and ability to create user-friendly, efficient solutions. Notably, 100% of reviewers commended their project management and customization capabilities, emphasizing their seamless integration with client requirements.
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$25,000+$50 - $99 / hr2 - 9Sheridan, WY
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See all 4 projectsXpose Solutions is a CRM Consulting and Systems Integration company renowned for its strategic approach and technical depth. The company is highly praised for its ability to modernize infrastructure with a focus on scalability and operational impact, receiving overwhelmingly positive feedback. Approximately 90% of clients appreciate their transparent project management and strategic thinking, while 10% mention improvement in non-technical documentation.
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$10,000+Undisclosed50 - 249Alpharetta, GA
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See all 2 projectsSix Consulting, Inc. is a consulting firm specializing in providing technical resources and business analysis for healthcare settings and SharePoint solutions. Reviewers express high satisfaction, highlighting their responsiveness and effective communication, with 100% of reviews mentioning their reliable support and strong project management. Clients commend their ability to deliver clean, comprehensible results and their commitment to minimizing downtime.
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UndisclosedUndisclosed10 - 49Cumming, GA
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See all 1 projectsCloud Maven, Inc is a CRM Consultancy specializing in CRM Integration and Customer Relationship Management Consulting. The company receives positive feedback for enhancing credit data accessibility within Salesforce, improving decision-making efficiency, and offering faster turnaround times on support requests. Notably, 100% of reviewers highlight their impact on operational efficiency and user productivity.
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$25,000+Undisclosed10 - 49Belmont, MA
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See all 4 projectsCloudFountain Inc is a CRM Consultancy firm specializing in CRM Implementation and Integration services. The company receives overwhelmingly positive feedback, with clients praising their deep subject matter expertise, flexibility, and responsive project management. Notably, 100% of reviewers highlight their impressive adaptability and valuable partnership, underscoring their commitment to delivering quality solutions on time.
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$5,000+$100 - $149 / hr2 - 9Santa Monica, CA
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See all 5 projectsPhoenix Road Creative is a web development company specializing in creating efficient, easy-to-maintain websites with a strong focus on client satisfaction. Their reviews consistently highlight their "can do" attitude, timely delivery, and ability to adapt to client needs, with 100% of clients mentioning their flexibility and dedication. The team is praised for their impressive project management and value-added advice.
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$1,000+< $25 / hr10 - 49Duluth, GA
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See all 7 projectsLoudlyDev Global Solutions is a custom web development company, praised for its exceptional grasp of the travel industry and its ability to create visually appealing and user-friendly websites. With 100% positive feedback, clients appreciate their timely delivery and clear communication, though some suggest early design mockups could enhance decision-making efficiency.
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Undisclosed$100 - $149 / hr250 - 999San Ramon, CA
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See all 2 projectsFive9 is a technology solutions provider specializing in contact center operations and Salesforce integration. Feedback from clients is mixed; 50% commend their project management, diligence, and problem-solving abilities, while others criticize communication and outdated software interfaces. Overall, they are recognized for their dedication and structured problem-solving but face challenges with communication and software usability.
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$1,000+$100 - $149 / hr2 - 9Anchorage, AK
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See all 1 projectsHuntscape Operations Partners is a CRM Consulting and SI company known for their expertise in CRM implementation and integration, particularly with HubSpot. They receive highly positive feedback, with 100% of reviewers praising their responsiveness and timely delivery. Clients appreciate their effective project management and seamless communication, contributing to successful outcomes like improved email marketing and customer acquisition strategies.
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$5,000+$200 - $300 / hr2 - 9Phoenix, AZ
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See all 6 projectsLata Forum Digital Engagement is a CRM Consultancy specializing in CRM Implementation and Customer Relationship Management Integration. The company has received 100% positive feedback, with clients praising their prompt communication, enthusiasm, and ability to meet deadlines. Approximately 50% of reviewers highlight their responsiveness and passion for the projects, reinforcing their commitment to client satisfaction.
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$25,000+$50 - $99 / hr50 - 249Alexandria, VA
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See all 2 projectsACBaltica is a CRM Consulting and Systems Integration firm specializing in complex CRM and ERP implementations. With a 100% positive feedback rate, clients commend their ability to deliver high-quality solutions on time, even under pressure. Approximately 90% of reviewers highlight ACBaltica’s expertise in CRM and ERP integration, praising their commitment to seamless, user-friendly transitions and robust project management.
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UndisclosedUndisclosed10 - 49Greensboro, NC
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See all 2 projectsFungi Marketing is a digital marketing agency specializing in SEO, PPC, web optimization, and website development. With consistently positive feedback, 100% of reviewers praise their reliability, professionalism, and tailored services. Clients commend their exceptional project management and strategic guidance, making them a trusted partner for diverse sectors, including B2B and nonprofit organizations.
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$5,000+$150 - $199 / hr2 - 9Irvine, CA
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See all 1 projectsUNIFAGE is an IT service provider specializing in web development, digital marketing, and SEO solutions. The company has received overwhelmingly positive feedback, with 100% of reviewers praising their project management, design capabilities, and impact on SEO rankings. Clients highlight their honesty, reasonable pricing, and the impressive improvement in digital presence and client engagement.
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$25,000+$150 - $199 / hr10 - 49Westlake, OH
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See all 8 projectsModgility is a versatile digital solutions provider offering custom development, digital marketing, and strategic IT services. The company consistently receives high praise, with approximately 90% of reviews highlighting their expertise in developing innovative platforms and enhancing digital strategies. Clients commend Modgility for their exceptional project management, responsive communication, and ability to integrate seamlessly into client operations, consistently delivering results such as increased efficiency, sales, and customer engagement.
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Undisclosed$150 - $199 / hr2 - 9Winter Garden, FL
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See all 2 projectsThe Sailor Group is a technology solutions provider specializing in Salesforce.com integrations and customizations, known for their exceptional collaboration and cost-effective service model. Reviewers consistently praise their willingness to accommodate client needs without excessive billing, with 100% of feedback highlighting their understanding of industry needs and realistic approach to problem-solving.
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$1,000+< $25 / hr250 - 999New York, NY
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See all 20 projectsRevenue Rushy is a dynamic sales and marketing consultancy specializing in outbound sales, AI consulting, and conversion optimization services. The company has received overwhelmingly positive feedback, with 100% of reviewers highlighting their exceptional project management and alignment with client values. Notably, 75% of clients praised their ability to adapt strategies to client-specific needs, demonstrating a commitment to personalized and impactful solutions.
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$5,000+$50 - $99 / hr10 - 49Houston, TX
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See all 5 projectsRevvnue is a comprehensive digital marketing agency specializing in building websites, managing social media, and running marketing campaigns. The feedback from their clients is overwhelmingly positive, with approximately 90% highlighting their fast delivery, strategic insights, and effective communication. Clients consistently praise Revvnue for driving increased leads and enhancing their digital presence, which results in improved brand awareness and sales growth.
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$5,000+$150 - $199 / hr10 - 49Bellevue, WA
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See all 3 projectsTruu Digital is a digital agency specializing in website development and enhancement, particularly utilizing HubSpot. Reviews indicate overwhelmingly positive feedback, with 100% of clients appreciating their professionalism and expertise, and 67% specifically highlighting their modern, results-driven website designs. Clients commend their effective communication, timely project delivery, and ability to exceed expectations with innovative solutions.
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UndisclosedUndisclosed10 - 49Glen Allen, VA
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See all 1 projectsProfitOptics, Inc. is a software development company specializing in AI and cloud-based solutions. They excel in project management and demonstrate exceptional technical prowess, achieving results others have not, such as the creation of unique AI software. Feedback is overwhelmingly positive, with 100% of reviewers praising their adaptability, speed, and exceptional intelligence.
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UndisclosedUndisclosed50 - 249Brentwood, TN
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See all 4 projectsLBMC Technology Solutions specializes in CRM Consulting and Systems Integration, delivering comprehensive CRM services tailored to enhance efficiency. Clients commend the company's expert software knowledge and exceptional customer service, with 100% positive feedback highlighting their alignment with business values and effective communication.
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$10,000+$25 - $49 / hr2 - 9Hicksville, NY
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See all 5 projectsLogismico is a versatile software development firm specializing in custom CRM solutions, mobile applications, and website redesigns. Reviewers consistently praise their effective communication and adherence to deadlines, with 100% noting quick turnaround times and high-quality work. While a few suggest increased proactivity, clients are generally satisfied with Logismico's services and impact.
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$25,000+$100 - $149 / hr10 - 49Boston, MA
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See all 17 projectsConvertiv is a digital marketing and web development agency renowned for its proficiency in enhancing brand awareness through SEO, paid advertising, and web development. The reviews highlight a consistent theme of excellent project management, with 100% of reviewers praising their timely delivery and responsiveness. Moreover, 100% of clients appreciate Convertiv's ability to integrate with their teams, often describing them as an extension of their own marketing departments. Overall, client feedback is overwhelmingly positive, reflecting satisfaction with Convertiv's expertise and collaborative approach.
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$1,000+Undisclosed10 - 49Chantilly, VA
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See all 1 projectsTCB is a managed IT services provider specializing in data recovery and cybersecurity solutions. Their services received overwhelmingly positive feedback, with 100% of reviewers highlighting their expertise in data recovery and network security. Clients commend TCB for their timeliness, effective communication, and comprehensive understanding of cybersecurity, which helped businesses recover vital data and strengthen their network security.
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$5,000+$200 - $300 / hr10 - 49Vermilion, OH
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See all 1 projectsVIB Marketing is a digital marketing agency specializing in web development and SEO services. Feedback indicates a 100% positive experience, highlighting their project management skills and data-driven approach. Clients appreciate their expertise, professionalism, and the significant improvement in online presence, with no suggested areas for improvement.
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$1,000+$150 - $199 / hr2 - 9New Palestine, IN
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See all 1 projectsTrueVyne is a CRM Consulting and Systems Integration firm that excels in delivering tailored Customer Relationship Management Integration and CRM Services. Their clients report a 100% satisfaction rate, highlighting significant achievements such as a 300% increase in website traffic and an 80% rise in leads, underscoring their proficiency in CRM implementation and digital strategy execution.
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UndisclosedUndisclosed10 - 49Bellevue, WA
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See all 1 projectsSparta Services LLC is an IT services provider specializing in securing Microsoft 365 tenants for financial services. According to the reviews, they are praised for their availability and valuable contributions across projects, with 100% of reviewers noting their readiness to assist and a culture that aligns well with clients' values. No negative feedback was reported.
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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
35.5/40.017.4/20 Reviews10/10 Clients & Experience8.1/10 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
32.4/40.016.2/20 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 -
$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 -
$10,000+$25 - $49 / hr50 - 249Carlsbad, CA
Ability to deliver
35/40.017.8/20 Reviews7.5/10 Clients & Experience9.7/10 Market PresenceService focus
35% CRM Consulting and SI65% Other -
UndisclosedUndisclosed50 - 249Calabasas, CA
Ability to deliver
31/40.016.4/20 Reviews6.5/10 Clients & Experience8.1/10 Market PresenceService focus
70% CRM Consulting and SI30% 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 -
$25,000+$50 - $99 / hr250 - 999Sunny Isles Beach, FL
Ability to deliver
35.7/40.016.2/20 Reviews10/10 Clients & Experience9.5/10 Market PresenceService focus
20% CRM Consulting and SI80% 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
29.7/40.015.4/20 Reviews8/10 Clients & Experience6.3/10 Market PresenceService focus
60% CRM Consulting and SI40% Other -
$5,000+Undisclosed250 - 999Austin, TX
Ability to deliver
34.7/40.018.4/20 Reviews8.4/10 Clients & Experience7.9/10 Market PresenceService focus
20% CRM Consulting and SI80% 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 -
$10,000+$150 - $199 / hr50 - 249Chicago, IL
Ability to deliver
36.4/40.017/20 Reviews9.8/10 Clients & Experience9.6/10 Market PresenceService focus
20% CRM Consulting and SI80% 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 -
$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.