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+$50 - $99 / hr250 - 999San Diego, CA
Services provided
Launched in 2016, ATBOD is a midsize San Diego, California-based cloud consulting & SI company. Their team offers cloud consulting & SI and CRM consulting and SI.
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$1,000+$25 - $49 / hr50 - 249Cincinnati, OH
Services provided
CU NextGen, a CRM consulting and SI company, focuses on CRM consulting and SI and IT staff augmentation. The company is located in Cincinnati, Ohio.
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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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$1,000+Undisclosed10 - 49New York, NY
Services provided
CiiAction Group is a CRM consulting and SI company headquartered in Mississauga, Canada and Montreal, Canada. Launched in 2014, the team focuses on CRM consulting and SI and Other Digital Marketing.
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UndisclosedUndisclosed10 - 49The Colony, TX
Services provided
CRM consulting and SI and ERP consulting and SI company Coalescence Cloud Consulting specializes in CRM consulting and SI and ERP consulting and SI. They were established in 2020.
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UndisclosedUndisclosed2 - 9Shelton, CT
Services provided
Tangible Analytics Consulting is a small CRM consulting and SI company established in 2016. Their team focuses on CRM consulting and SI and BI & big data consulting & SI.
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Undisclosed$50 - $99 / hr10 - 49New York, NY
Services provided
Founded in 2024, KnowCloudAI is a small cloud consulting & SI company. Their services include cloud consulting & SI and CRM consulting and SI.
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$10,000+$50 - $99 / hr50 - 249Boca Raton, FL
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Founded in 2017, Brainstorm Technologies is a CRM consulting and SI company. Located in Boca Raton, Florida, the team focuses on CRM consulting and SI and Web Development.
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UndisclosedUndisclosed1,000 - 9,999Winchester, VA
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Centro is a HR Outsourcing company. The Winchester, Virginia-based firm specializes in HR Outsourcing and Call Center Services.
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UndisclosedUndisclosed10,000+Plano, TX
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IT managed services company NTT DATA Services was founded in 1988. The large team provides IT managed services and CRM consulting and SI.
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UndisclosedUndisclosed250 - 999Winston-Salem, NC
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Big data analytics company Sunrise Technologies was founded in 1994. The team focuses on BI & big data consulting & SI and CRM consulting and SI and is located in Winston-Salem, North Carolina.
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$1,000+$50 - $99 / hr10 - 49Sterling, VA
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Unboxx Technologies, an AI Consulting and CRM consulting and SI company, is located in Sterling, Virginia. They focus on AI Consulting and CRM consulting and SI and were founded in 2021.
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$1,000+$50 - $99 / hr2 - 9Chicago, IL
Services provided
Lift Digital Marketing is a PPC agency. Their team is in Chicago, Illinois and specializes in Pay Per Click and Search Engine Optimization.
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UndisclosedUndisclosed50 - 249San Ramon, CA
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Bluvium, a CRM consulting and SI and ERP consulting and SI company, was launched in 2015. The team offers CRM consulting and SI and ERP consulting and SI.
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$25,000+$25 - $49 / hr1,000 - 9,999Jersey City, NJ
Services provided
See all 174 projectsHyperlink InfoSystem specializes in CRM Consulting and Systems Integration, delivering high-quality services tailored to client needs. The company consistently receives positive feedback, with 100% of reviewers highlighting their professionalism, timely delivery, and effective communication. Clients appreciate their ability to transform ideas into reality and their solution-oriented approach, making them a valuable partner for CRM and SI projects.
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$5,000+$25 - $49 / hr250 - 999Bellevue, WA
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Akvelon is a business intelligence company. Based in Bellevue, Washington, their team provides BI & big data consulting & SI and cloud consulting & SI.
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UndisclosedUndisclosed250 - 999Miami, FL
Services provided
CeleriTech is an IT strategy consulting company located in Caracas, Venezuela and Miami, Florida. They provide IT strategy consulting and Custom Software Development.
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UndisclosedUndisclosed250 - 999Irvine, CA
Services provided
Denken Solutions, a CRM consulting and SI company, is headquartered in Irvine, California and Toronto, Canada. The team provides CRM consulting and SI and IT strategy consulting.
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$50,000+$25 - $49 / hr250 - 999San Francisco, CA
Services provided
See all 14 projectsSDLC Corp is a versatile software development company that delivers tailored digital solutions across various sectors, including healthcare, agriculture, and event management. The reviews indicate a high level of client satisfaction, with approximately 85% of feedback praising their project management, technical expertise, and responsiveness. Clients value their ability to understand complex requirements and deliver solutions that meet specific business needs. A recurring theme is their commitment to timelines and continuous support, although there's a suggestion for improved initial user training.
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$25,000+$150 - $199 / hr10 - 49Houston, TX
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Aeonnova Consulting Group, Inc is a CRM consulting and SI company. The small Houston, Texas-based team offers CRM consulting and SI and ERP consulting and SI. The firm was established in 2008.
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$25,000+$25 - $49 / hr10 - 49Irvine, CA
Services provided
CRM Frontier, a CRM consulting and SI and cloud consulting & SI company, was launched in 2015. The team provides CRM consulting and SI and cloud consulting & SI.
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UndisclosedUndisclosed10 - 49Heber City, UT
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RevBlack is a CRM consulting and SI company. Established in 2022, their team specializes in CRM consulting and SI and IT strategy consulting.
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$10,000+$50 - $99 / hr10 - 49Orlando, FL
Services provided
Dynamics 365 Consulting Services is an ERP consulting and SI and CRM consulting and SI company. Founded in 2020, the firm specializes in ERP consulting and SI and CRM consulting and SI.
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$1,000+$25 - $49 / hr250 - 999Franklin Township, NJ
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FOYCOM is a CRM consulting and SI company. They are in Franklin Township, New Jersey and have midsize team. They focus on CRM consulting and SI and Artificial Intelligence.
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$1,000+$25 - $49 / hr2 - 9San Diego, CA
Services provided
ABUSINESS is a cloud consulting & SI company. They provide cloud consulting & SI and CRM consulting and SI and were established in 2019.
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$5,000+$100 - $149 / hr10 - 49Portland, OR
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Launched in 2017, Automated Dreams, a small software development company, is located in Portland, Oregon. Their services include Custom Software Development and CRM consulting and SI.
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Undisclosed$25 - $49 / hr50 - 249Cupertino, CA
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Technology Mindz, a midsize CRM consulting and SI company, is in Cupertino, California and Jaipur, India. Their services include CRM consulting and SI and IT managed services.
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$10,000+$200 - $300 / hr10 - 49High Point, NC
Services provided
Stratagon is a Digital Strategy company based in High Point, North Carolina and Charlotte, North Carolina. They specialize in Digital Strategy and CRM consulting and SI.
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UndisclosedUndisclosed10 - 49Denver, CO
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House of Revenue® is a Denver, Colorado-based Business Consulting company. They specialize in Business Consulting and Corporate Training & Coaching and were founded in 2017.
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$1,000+$100 - $149 / hr2 - 9New York, NY
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SSR Digital Group is a CRM consulting and SI and Business Consulting company. Their team is in New York, New York and offers CRM consulting and SI and Business Consulting.
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Undisclosed$100 - $149 / hr10 - 49Farmington, CT
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CRM consulting and SI company ITWorx is in Cairo, Egypt and Farmington, Connecticut. The team provides CRM consulting and SI and ERP consulting and SI.
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$50,000+$200 - $300 / hr10 - 49Washington, DC
Services provided
Fíonta is a CRM consulting and SI company. Located in Washington, District of Columbia, the team specializes in CRM consulting and SI and Other Marketing.
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$5,000+Undisclosed2 - 9Staten Island, NY
Services provided
Revonaut is a small Staten Island, New York-based CRM consulting and SI company. The team focuses on CRM consulting and SI and Business Consulting.
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$1,000+$25 - $49 / hr2 - 9Wellsville, PA
Services provided
C E Snyder Marketing LLC is a CRM consulting and SI company founded in 1999. Their team provides CRM consulting and SI and Social Media Marketing.
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$1,000+$100 - $149 / hr2 - 9Denver, CO
Services provided
Based in Denver, Colorado, Groove Consulting is a CRM consulting and SI and Business Consulting company. They offer CRM consulting and SI and Business Consulting.
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$5,000+$25 - $49 / hr50 - 249Houston, TX
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Sixlogs Technologies is an app development company. Headquartered in Houston, Texas, the company provides Mobile App Development and CRM consulting and SI.
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$1,000+$50 - $99 / hr10 - 49Petaluma, CA
Services provided
TheCodery is a CRM consulting and SI company. They are located in Petaluma, California, and their services include CRM consulting and SI and Custom Software Development.
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$5,000+$200 - $300 / hr10 - 49North Kansas City, MO
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MDL Technology, LLC is an IT managed services company. Located in North Kansas City, Missouri, the agency was launched in 2003. Their services include IT managed services and CRM consulting and SI.
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$10,000+$50 - $99 / hr50 - 249Reston, VA
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See all 12 projectsPlumlogix (MBE Salesforce Partner) is a CRM & SI consultancy specializing in Salesforce implementation and customization services. The company is praised for its technical expertise, consultative approach, and ability to tailor solutions to diverse industry needs, resulting in improved operational efficiency and customer management. Feedback is overwhelmingly positive, with 100% of reviewers highlighting their strong project management and delivery on schedule.
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UndisclosedUndisclosed10 - 49Tucson, AZ
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See all 1 projectsCatalyst Connect is a CRM implementation company specializing in Zoho CRM solutions. While they are recognized as a Zoho gold partner, feedback indicates challenges with project management and communication, with projects often exceeding budgets and underperforming. Despite an impressive sales process, 100% of reviewers noted a lack of execution and delivery issues.
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$5,000+$25 - $49 / hr50 - 249Overland Park, KS
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See all 1 projectsTechnology Ally is an offshore software outsourcing company which focuses on building and maintaining web and mobile software solutions for small and medium sized businesses. Technology Ally
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$10,000+$50 - $99 / hr50 - 249New York, NY
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Launched in 2020, Victrix Systems & Labs Pvt. Ltd. Is a midsize CRM consulting and SI company. Their team focuses on CRM consulting and SI and BI & big data consulting & SI.
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$5,000+$150 - $199 / hr50 - 249Milton, GA
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The Pedowitz Group is a Marketing Strategy company. Launched in 2007, the firm is in Milton, Georgia. Their team offers Marketing Strategy and Digital Strategy.
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UndisclosedUndisclosed50 - 249Casper, WY
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See all 2 projectsManras Technologies Pvt. Ltd. offers comprehensive Salesforce and cloud-based solutions, including backend data integration and automated customer communication software. Reviews highlight their strong commitment to project success, with clients appreciating their attention to detail, transparency, and effective project management. Overall, feedback emphasizes their professional expertise, responsiveness, and long-term client partnerships.
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$10,000+$150 - $199 / hr2 - 9Sheridan, WY
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GTM Layer is a Sheridan, Wyoming-based CRM consulting and SI company. The team specializes in CRM consulting and SI and AI Consulting.
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$1,000+$100 - $149 / hr250 - 999Fremont, CA
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IT strategy consulting company Bista Solutions | NetSuite Partner is located in Fremont, California. Launched in 2012, the team provides IT strategy consulting and cloud consulting & SI.
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Undisclosed$100 - $149 / hr10 - 49New York, NY
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Established in 1992, Sana Software is a CRM consulting and SI company. The team provides CRM consulting and SI and ERP consulting and SI.
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$5,000+$200 - $300 / hr10 - 49Centennial, CO
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Empellor CRM, a CRM consulting and SI company, was established in 2007. Located in Centennial, Colorado, the team offers CRM consulting and SI and Custom Software Development.
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$1,000+$50 - $99 / hr10 - 49Austin, TX
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Proven ROI is a CRM consulting and SI company. They focus on CRM consulting and SI and Marketing Strategy and were established in 2022. The agency is headquartered in Austin, Texas.
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$25,000+$100 - $149 / hr10 - 49Houston, TX
Services provided
CSS Commerce is an e-commerce development firm. They were launched in 2018, and their services include E-Commerce Development and Enterprise App Modernization.
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UndisclosedUndisclosed50 - 249Jersey City, NJ
Services provided
MetaOption is a cloud consulting & SI company. The firm is located in Jersey City, New Jersey and Noida, India. Their team focuses on 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.