Our directory features top CRM consulting firms in the United States, assessed by 12 industry experts and informed by 650+ verified client reviews to help businesses identify the right CRM consultants.
Organic rankings are determined by five factors: top services, reviews, portfolio, awards/press, and team expertise. Sponsored listings pay for a placement that appears above organic positions. Sponsorship does not affect star ratings or review content - read more on our methodology page.
We enable business growth with HubSpot...
Top Services:
- CRM Consulting
- Location
- Elizabethtown, Pennsylvania
- Number of Employees
- Under 49
- Average Hourly Rate
- $185/hr
- Minimal Budget
- $1,000 - $10,000
- Portfolios Count
- 10 Projects Listed
Slake Marketing is a Los Angelesbased digital marketing agency that helps solopreneurs and small to medium-sized businesses grow their brands with clarity and confidence. The agency offers website and branding design, photography, strategy coaching, and integrated design-and-coaching packages, providing a...
Top Services:
- Digital Marketing
- Business Consulting
- Web Design
- Branding
- eCommerce Development
- Show more
- Location
- Los Angeles, California
- Number of Employees
- Under 49
- Average Hourly Rate
- $250/hr
- Minimal Budget
- $1,000 - $10,000
- Portfolios Count
- 11 Projects Listed
Your Digital Presence needs a Website. Be it an E-Commerce Site or a Brand Website, we deliver the most functional UX. We also support you post the launch and help you build your online presence.Most importantly, the launch of your website is not the finish line, it's the beginning. We support our...
Top Services:
- Web Development
- Web Design
- eCommerce Development
- Cybersecurity
- CRM Consulting
- Show more
- Location
- Austin, Texas
- Number of Employees
- Under 49
- Average Hourly Rate
- $50/hr
- Minimal Budget
- $1,000 - $10,000
Synebo is a Salesforce consulting and development company that delivers high-quality, business-driven Salesforce solutions - end to end.As a Salesforce Crest Consulting Partner, ISV Partner, and PDO, we are trusted by global companies for doing Salesforce right...
Top Services:
- CRM Consulting
- Location
- Newark, Delaware
- Number of Employees
- 100 - 249
- Average Hourly Rate
- $50/hr
- Minimal Budget
- $1,000 - $10,000
- Portfolios Count
- 2 Projects Listed
We are Salesforces #1 Choice to Deliver Outstanding Data Cloud Projects to their Customers...
Top Services:
- Cloud Consulting
- CRM Consulting
- Big Data Analytics
- Managed Services
- Mobile App Development
- Show more
- Location
- New York City, New York
- Number of Employees
- 100 - 249
- Average Hourly Rate
- $1/hr
- Minimal Budget
- $1,000 - $10,000
- Portfolios Count
- 1 Project Listed
Conefer, Inc. is a veteran-led AI consulting firm serving small businesses in Albuquerque and across New Mexico. Most owners who come to us have already bought AI - a chatbot, a scheduling tool, three subscriptions nobody can fully account for - and the work still isn't moving any faster...
Top Services:
- AI Development
- Business Consulting
- CRM Consulting
- Location
- Albuquerque, New Mexico
- Number of Employees
- Under 49
- Average Hourly Rate
- $250/hr
- Minimal Budget
- $1,000 - $10,000
Auspicious Soft is a USA-based custom software, web & mobile app development company with 8+ years of experience serving startups, SMEs & enterprises across healthcare, fintech, logistics & more...
Top Services:
- Mobile App Development
- Software Development
- Web Development
- Blockchain
- AI Development
- Show more
- Location
- Los Angeles, California
- Number of Employees
- 50 - 99
- Average Hourly Rate
- $25/hr
- Minimal Budget
- $1,000 - $10,000
Empowering Growth with Scalable Teams and Tailored Solutions for Startups and SMEs...
Top Services:
- IT Services
- CRM Consulting
- Managed Services
- Cloud Consulting
- Show more
- Location
- Aurora, Colorado
- Number of Employees
- 100 - 249
- Average Hourly Rate
- $25/hr
- Minimal Budget
- $1,000 - $10,000
Lion Swag Web Design builds sharp, conversion-focused websites for service businesses that need more than a good-looking homepage. We combine custom web design, local SEO, Google Business Profile optimization, content strategy, CRM setup, and lead-generation systems to help brands get found, earn trust, and...
Top Services:
- WordPress Website Design
- Web Design
- CRM Consulting
- Digital Marketing
- Digital Strategy
- Show more
- Location
- Bentley, Kansas
- Number of Employees
- Under 49
- Average Hourly Rate
- $75/hr
- Minimal Budget
- $1,000 - $10,000
- Portfolios Count
- 1 Project Listed
Velociteam Studios is a technology and marketing agency and venture studio focused on building, integrating, and growing modern businesses. We design websites, build custom software and AI, connect CRM and automation, improve SEO, GEO, and AI search visibility, and manage the systems that support gr...
Top Services:
- AI Development
- Branding
- UI/UX Design
- Web Development
- Digital Marketing
- Show more
- Location
- Miami, Florida
- Number of Employees
- Under 49
- Average Hourly Rate
- $500/hr
- Minimal Budget
- $1,000 - $10,000
viaPeople is a highly configurable performance management and talent management platform offering 360-degree feedback, succession planning, goal tracking, performance calibration, and deal team feedback, with specialized expertise in financial services and investment firms...
Top Services:
- Business Consulting
- CRM Consulting
- AI Development
- Digital Strategy
- Big Data Analytics
- Show more
- Location
- Plainsboro Township, New Jersey
- Number of Employees
- Under 49
- Average Hourly Rate
- $50/hr
- Minimal Budget
- $1,000 - $10,000
EB DevTech LLC is a Houston-based technology and AI-automation consultancy that helps small and mid-sized businesses turn paper and chaos into clean, reliable systems. By combining cloud infrastructure, custom software, and intelligent automation, EB DevTech streamlines operations, enhances efficiency, and...
Top Services:
- AI Development
- CRM Consulting
- ERP Consulting
- Mobile App Development
- Software Development
- Show more
- Location
- Houston, Texas
- Number of Employees
- Under 49
- Average Hourly Rate
- $125/hr
- Minimal Budget
- $1,000 - $10,000
Ops Automators is a B2B automation and RevOps consultancy. We build custom workflow automations connecting your CRM, billing, project management, and communication tools Salesforce, HubSpot, Stripe, n8n, Jira, Slack so operations teams eliminate manual work and scale without adding headcount. Custom...
Top Services:
- Business Consulting
- CRM Consulting
- AI Development
- Managed Services
- Mobile App Development
- Show more
- Location
- Longwood, Florida
- Number of Employees
- Under 49
- Average Hourly Rate
- $150/hr
- Minimal Budget
- $1,000 - $10,000
Rollout AI is the AI-native IT department for growing businesses. Founded by operators from Google, DeepMind, and Apple, we combine responsive tech support, enterprise-grade cybersecurity, and intelligent workflow automation into one seamless service. We handle everything a traditional MSP does — helpdesk...
Top Services:
- Cybersecurity
- Cloud Consulting
- AI Development
- Staff Augmentation
- CRM Consulting
- Show more
- Location
- San Francisco, California
- Number of Employees
- Under 49
- Average Hourly Rate
- $175/hr
- Minimal Budget
- $1,000 - $10,000
HeavyTask is an innovative software development company that specializes in creating solutions for complex business challenges. With core expertise in custom software development, mobile applications, staff augmentation and enterprise websites, their team is dedicated to delivering excellence and finding...
Top Services:
- Cloud Consulting
- ERP Consulting
- CRM Consulting
- Staff Augmentation
- Software Development
- Show more
- Location
- Dallas, Texas
- Number of Employees
- Under 49
- Average Hourly Rate
- $99/hr
- Minimal Budget
- $1,000 - $10,000
At Zeta-V, every engagement is built on collaboration, innovation, and long-term partnerships. We are committed to helping our clients transform ideas into practical, high-impact digital solutions that drive sustainable growth and lasting business value. Our expertise spans digital transformation...
Top Services:
- Staff Augmentation
- IT Services
- ERP Consulting
- CRM Consulting
- Accounting
- Show more
- Location
- Orlando, Florida
- Number of Employees
- Under 49
- Average Hourly Rate
- $30/hr
- Minimal Budget
- $1,000 - $10,000
JanBask helps organizations unlock business potential through next-gen IT consulting, salesforce solutions, system integration, and cloud transformation...
Top Services:
- Software Development
- Mobile App Development
- DevOps Consulting
- AI Development
- CRM Consulting
- Show more
- Location
- Tysons, Virginia
- Number of Employees
- 50 - 99
- Average Hourly Rate
- $50/hr
- Minimal Budget
- $1,000 - $10,000
CATS Technology Solutions Group provides reliable managed IT services, cybersecurity, cloud solutions, and technology support for businesses throughout New Jersey, New York, and Pennsylvania. Our experienced team helps organizations protect their data, improve productivity, and keep their technology running...
Top Services:
- Managed Services
- Cybersecurity
- ECM Consulting
- ERP Consulting
- IT Compliance Solution
- Show more
- Location
- Marlboro, New Jersey
- Number of Employees
- Under 49
- Average Hourly Rate
- $50/hr
- Minimal Budget
- $1,000 - $10,000
AI implementation and performance marketing for companies with 10 to 500 people. We build working AI systems and the paid, search and CRM infrastructure that reports every dollar against pipeline...
Top Services:
- AI Development
- Digital Marketing
- PPC
- SEO
- CRO
- Show more
- Location
- Phoenix, Arizona
- Number of Employees
- Under 49
- Average Hourly Rate
- $250/hr
- Minimal Budget
- $1,000 - $10,000
We're a managed IT and marketing shop with real offices in Sarasota, Clearwater, and St. Charles, Illinois. Most of our clients came to us after getting burned by a provider who was slow to answer the phone. So that's the thing we obsess over: picking up fast, fixing it right, and knowing your setup well...
Top Services:
- IT Services
- Managed Services
- Cybersecurity
- Digital Marketing
- Advertising
- Show more
- Location
- St. Charles, Illinois
- Number of Employees
- Under 49
- Minimal Budget
- $1,000 - $10,000
CentraLink provides managed IT services in Pasadena, helping businesses improve performance, security, and reliability through proactive technology management. Services include 24/7 IT support, cybersecurity, cloud solutions, network support, helpdesk services, business continuity, and strategic IT...
Top Services:
- Managed Services
- Cybersecurity
- Cloud Consulting
- IT Services
- IT Compliance Solution
- Show more
- Location
- Pasadena, California
- Number of Employees
- 50 - 99
- Average Hourly Rate
- $150/hr
- Minimal Budget
- $1,000 - $10,000
Naqvix is a technology and operations partner for US companies. Rather than one generalist bench, we run dedicated specialist teams — each led by an industry expert — under one roof: custom web and SaaS development; iOS, Android, Flutter and React Native apps; AI agents, chatbots and workflow automation;...
Top Services:
- Software Development
- Web Development
- Mobile App Development
- AI Development
- BPO
- Show more
- Location
- San Ramon, California
- Number of Employees
- Under 49
- Average Hourly Rate
- $30/hr
- Minimal Budget
- $1,000 - $10,000
Pennine Technolabs is a fast-growing web and app development company serving in USA and worldwide. We build modern digital solutions to help businesses succeed. With a commitment to excellence, our expert developers and designers use the latest technologies to deliver user-focused results...
Top Services:
- Web Development
- Web Design
- eCommerce Development
- WordPress Website Design
- Software Development
- Show more
- Location
- Streamwood, Illinois
- Number of Employees
- 50 - 99
- Average Hourly Rate
- $20/hr
- Minimal Budget
- $1,000 - $10,000
- Portfolios Count
- 1 Project Listed
Blufig is a full-service B2B marketing agency built for technology, IT services and enterprise software brands. Since 2017 we've partnered with 150+ companies across India, North America, Europe and APAC, running strategy, brand building, demand generation and marketing technology under one roof...
Top Services:
- Social Media Marketing
- Digital Marketing
- Advertising
- Content Marketing
- AEO
- Show more
- Location
- Jersey City, New Jersey
- Number of Employees
- 50 - 99
- Average Hourly Rate
- $20/hr
- Minimal Budget
- $1,000 - $10,000
CRM Consultants by City
CRM Consultants by State
Popular Services
Hiring Guide: How to Choose the Top CRM Consultants in the US
What can US CRM consulting agencies do for business?
Leading CRM consultants in the US help businesses implement and optimize CRM platforms to support revenue operations and customer management at scale.
CRM consultants help organizations:
- Centralize customer data across teams
- Automate sales, marketing, and service workflows
- Improve forecasting and reporting accuracy
- Increase user adoption and CRM ROI
- Scale customer operations as the business grows
CRM applications have been shown to increase sales by up to 29%, improve sales productivity by up to 34%, and enhance sales forecast accuracy by as much as 42%, according to Salesforce. And integrating CRM software with AI can lead to a 15% increase in repeat sales.
It follows that the US CRM market reached $17.4 billion in 2024 and is projected to grow to $35.5 billion by 2033, at a CAGR of 8.27%.
Over the past five years, revenue for CRM system providers in the US has increased at a 3.4% CAGR, reaching $45.3 billion.
What should US companies expect to budget for a professional CRM consultant?
The costs reflect the scale of the implementation, the level of customization involved, and the number of teams and systems affected.
Based on project budgets commonly listed by CRM consulting firms on DesignRush, US businesses can expect the following CRM consulting project cost ranges:
- Smaller CRM initiatives and early-stage projects: ~$1,000–$50,000+
Often covering audits, basic implementations, limited customization, or initial rollouts. - More complex CRM deployments: ~$25,000–$100,000+
These projects usually involve advanced automation, integrations, data migration, and multiple user groups.
Hourly pricing
Many US CRM consulting firms advertise hourly rates clustered in the $25–$55 range, while providers with deeper specialization or broader scope may charge around $100–$150 per hour.
Actual costs are influenced by:
- Platform expertise
- Project complexity
- Delivery model
- Post-launch support requirements
What is the normal project timeline for US CRM consulting services?
These projects are shaped by organizational readiness, system complexity, and the number of processes being implemented.
Most consulting engagements follow a phased delivery model:
- Discovery & requirements gathering
- Platform configuration & customization
- Data migration & integrations
- Testing, training & launch
- Post-launch optimization
Based on CRM implementation timelines reported by consulting firms in our directory and supported by industry benchmarks, normal project delivery windows include:
- Discovery and planning efforts: around 2–4 weeks
- Small-to-mid CRM rollouts: approximately 1–3 months
- Large or enterprise implementations: 6–12 months or longer
How to choose the best US CRM consulting company for your business?
With a large number of CRM consulting providers in the US market, selecting the right partner requires careful evaluation beyond certifications alone.
Businesses should consider:
- Clarity of objectives: Defining what success looks like — whether improving pipeline visibility, automating workflows, or enhancing customer experience.
- Platform and industry experience: Prior work with your CRM platform and familiarity with your business model can reduce implementation risk.
- Demonstrated delivery outcomes: Case studies that show how the firm handled configuration, integrations, and adoption challenges.
- Data and integration capabilities: Experience migrating data and connecting CRM systems with other business tools.
- Delivery structure and communication: Clear onboarding processes, timelines, and collaboration expectations.
How to find right provider on DesignRush that fits your budget?
We’ve curated a list of top CRM consulting agaency on DesignRush across multiple price points, so you can identify a vendor that's within your budget.
| High budget: $50,000+ |
|
| Low budget: $25,000-$50,000 |
|
Beyond budget, our agency directory allows you to filter agency profiles by location, area of expertise, agency reviews, client types, team size, and hourly rates.
What questions should you ask before hiring one of these companies in the US?
Asking focused questions early helps reveal how a CRM consulting firm approaches delivery, collaboration, and long-term support.
Relevant Background
- Which CRM platforms does your team work with most frequently, and how deep is your expertise in each?
- Can you share recent CRM projects similar in scope, complexity, or industry to ours?
- What types of organizations do you most commonly support (SMB, mid-market, enterprise)?
- How do you stay current with platform updates, new features, and best practices?
Services and Processes
- How do you approach CRM customization and integrations to ensure scalability over time?
- What is your process for data migration, validation, and quality assurance?
- How do you handle change requests or evolving requirements during a project?
- Do you provide ongoing optimization, support, or managed services after launch?
Related to Your Project
- What timeline should we expect from discovery through rollout based on projects like ours?
- What does your user training and adoption strategy usually include?
- What level of involvement is required from our internal teams during delivery?
- How do you measure project success and define post-launch outcomes?
Sources
DesignRush sustains a directory of over 40,000 agencies categorized by service category, location, expertise, and reviews. We build our database in two ways:
- Our dedicated team of agency experts actively searches the web for top-performing companies. We then pull information from their websites, online presence, and client testimonials to verify their status and qualifications prior to listing.
- The agencies listed get notified of their profiles on the website and they can choose to claim it or not, which suggests their availability for more collaborations.
Agencies can also reach out to DesignRush and must go through the verification process prior to being listed.
Why companies trust DesignRush
Every agency is independently vetted before it can be listed or ranked
4.8
4.8Some agencies pay for sponsored placement, clearly labeled and held to the same vetting standards.
Frequently Asked Questions About CRM Consulting Firms
What services do CRM consulting companies in the USA provide?
US CRM consulting firms help organizations select, implement, customize, and optimize customer relationship management platforms that centralize data and improve customer experiences.
Offerings vary by provider but most focus on the following core service areas:
- CRM strategy & platform selection: CRM needs assessment, vendor comparison, requirements gathering, and roadmap development.
- CRM implementation & customization: Platform setup, workflow automation, data modeling, custom objects, dashboards, and integrations.
- CRM migration & data management: Data cleansing, migration from legacy systems, system consolidation, and quality assurance.
- Sales, marketing, & service enablement: Sales pipeline design, marketing automation setup, customer service workflows, and reporting.
- Ongoing CRM optimization & support: System optimization, user adoption support, performance monitoring, and ongoing enhancements.
How much does CRM consulting cost in the United States?
The cost of CRM consultants can vary based on platform complexity, number of users, integrations, and the level of customization required.
Based on our agency listing data:
- Entry to mid-range CRM projects: From around $1,000–$50,000+, depending on scope, user count, and implementation depth.
- Larger CRM implementations and customizations: Expect $25,000–$100,000+ for advanced workflows, integrations, and multi-team deployments.
- Hourly rates: US companies commonly list hourly rates in the $25–$55 range, with some agencies advertising higher rates that extend into the low- to mid-hundreds per hour
When can clients expect ROI from a CRM consulting project?
Return on investment from CRM consultants tends to happen in stages, as adoption and optimization progress:
- Short term (1–3 months): Improved data visibility, cleaner pipelines, and reduced manual processes.
- Mid term (3–9 months): Increased sales productivity, better lead management, and improved reporting accuracy.
- Long term (9–18+ months): Higher customer retention, stronger forecasting, scalable revenue operations, and improved customer lifetime value.
What is the normal project timeline for US CRM consulting services?
CRM consultants timelines vary depending on business size, number of users, and system complexity. However, most US-based projects follow predictable timeframes:
- CRM assessment & planning: 2–4 weeks
- Small-to-mid CRM implementations: 1–3 months
- Enterprise CRM rollouts: 6–12+ months
- Optimization & enhancements: Ongoing
How do CRM consultant requirements differ across US industries?
CRM requirements vary by industry due to differences in customer journeys, compliance requirements, and operational complexity:
- B2B & Professional Services: Pipeline visibility, account management, and forecasting accuracy.
- eCommerce & Retail: Customer segmentation, omnichannel engagement, and marketing automation.
- Healthcare: HIPAA-compliant data management, patient engagement workflows, and reporting.
- Financial Services: Security, compliance, and complex customer lifecycle tracking.
- Technology & SaaS: Subscription management, usage tracking, and revenue operations alignment.