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.
Discover the Best CRM Consulting Firms Across the United States
6 Companies-Rankings updated: September 04, 2026
CRM consulting companies are assessed based on technical expertise, delivery quality, and verified client feedback to support informed decision-making. Some placements may be paid partnerships.
Connect Cause helps nonprofits maximize their impact with flat-rate, unlimited IT support. We provide managed services, VoIP, cybersecurity, and cloud solutions designed for nonprofit budgets. Our mission is to make technology your advantage...
Top Services:
IT Services
Cybersecurity
CRM Consulting
Cloud Consulting
Managed Services
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Location
Morrisville, North Carolina
Number of Employees
Under 49
Minimal Budget
Under $1,000
Connect Cause Services
IT Services
Cybersecurity
CRM Consulting
Cloud Consulting
Managed Services
Data sourced from the agency's DesignRush profile, its website, and other relevant accounts
IT Industry
Small Business Industry
Commercial Industry
Data sourced from the agency's DesignRush profile
Connect Cause Reviews & Testimonials
Jager Mcconnnell ceo at Crunchbase
5.0★
Software Development Review from Jager Mcconnnell
Working with Connect Cause was an amazing experience for me, Jager Mcconnell, CEO of Crunchbase. They skillfully set precise objective, deadlines, and deliverables from the start of the project to its conclusion while keeping lines of communication open with all parties involved. The Crew was accessible and helpful in helping us define our objectives. There management style was excellent and very successful. In general, because of Connect Cause proficiency, effectiveness, and eagerness to come up with fresh concept for your software development. I heartily suggest them.
Lou Welch Review from Google
5.0★
Lou Welch's Review Sourced from Google
Thanks Connect Cause! Twice this week, I have needed help with my computer and printer. Josh and Camilo came to the rescue in a timely manner. As the only employee for my non-profit, I was figuring out technology on my own. Having a team to reach out to, has been a game changer for me. Thanks!
Nancy Maeder Review from Google
5.0★
Nancy Maeder's Review Sourced from Google
Connect Cause has been our IT service provider for the past 3+ years, providing solid expertise and excellent customer service. Most recently they've done an outstanding job leading us through the projects of migrating to the cloud and integrating two Microsoft 365 tenants as we've gone through a merger. As a small non-profit that continues to grow and expand, we are grateful to have Connect Cause as our IT partner. They take excellent care of all of our IT equipment needs and questions, giving us more time to focus on our mission. We highly recommend them! - Ronald McDonald House Charities of the Triangle
Reviews verified by DesignRush and sourced from the agency's profile View All Reviews
Unboxx helps mid-market and enterprise B2B companies transform underperforming CRM systems into engines for growth, automation, and operational efficiency through AI-native consulting and hands-on implementation...
Top Services:
CRM Consulting
Location
Sterling, Virginia
Number of Employees
Under 49
Average Hourly Rate
$75/hr
Minimal Budget
Under $1,000
Unboxx Technologies Services
CRM Consulting
Data sourced from the agency's DesignRush profile, its website, and other relevant accounts
Discover cutting-edge web and digital marketing solutions that drive growth and success...
Top Services:
Web Design
Web Development
Digital Marketing
SEO
Content Marketing
Show more
Location
Azle, Texas
Number of Employees
Under 49
Average Hourly Rate
$50/hr
Minimal Budget
Under $1,000
Portfolios Count
1 Project Listed
Evolved Designs Services
Web Design
Web Development
Digital Marketing
SEO
Content Marketing
CRM Consulting
Email Marketing
WordPress Website Design
Data sourced from the agency's DesignRush profile, its website, and other relevant accounts
Stripes & More
Scan Screener
180 Signs
CDM Gear
BCH Septic
Coffey's Fences
Foke Global
Data sourced from the agency's DesignRush profile
Evolved Designs Reviews & Testimonials
Hannah Conway Review from Google
5.0★
Hannah Conway's Review Sourced from Google
I tasked John and Maven to create a website for my real estate business and they have truly gone above and beyond! They listened to what I wanted and made it happen. Their knowledge of building my website has far exceeded my expectations. I highly recommend them if you would like a personal, branded website built!
Michele Wilson Review from Google
5.0★
Michele Wilson's Review Sourced from Google
John is the best. He helped me and my husband design our website for our new art gallery that we purchased. He's always there when I need him to answer any of my questions. Not only did he create our webpage but he also showed my how to add to the website. John is AMAZING!!!!!!. Would highly recommend him.
CDM GEAR LLC Review from Google
5.0★
CDM GEAR LLC's Review Sourced from Google
For years I did my own website as a novice. As technology changed on the web my knowledge and skills became very outdated and I had to update things to remain relevant and current. I contacted John about an updated design and to change a lot of what I used to do to bring things up to date. He gave me a reasonable quote, took what I had and gave it a whole new look. What's better is that he introduced me to a much easier way of doing things, once the learning curve was achieved. Now, there are some things I am still figuring out for myself but John is, and has been, just a phone call away to solve problems or answer questions. In the end I got exactly what I wanted and it's been working out great. I highly recommend John and Evolved Designs for your website needs.
Reviews verified by DesignRush and sourced from the agency's profile View All Reviews
We solve hard problems. Durable Programming works with clients across various industries including retail, manufacturing, finance, tourism, and technology. Flexible engagement models available...
Top Services:
Software Development
CRM Consulting
ERP Consulting
DevOps Consulting
Web Development
Show more
Location
Manchester, New Hampshire
Number of Employees
Under 49
Average Hourly Rate
$150/hr
Minimal Budget
Under $1,000
Durable Programming, LLC Services
Software Development
CRM Consulting
ERP Consulting
DevOps Consulting
Web Development
eCommerce Development
Data sourced from the agency's DesignRush profile, its website, and other relevant accounts
Casting Frontier
R&B Camp Baggage
Synthworks LLC
QED Foundation
Data sourced from the agency's DesignRush profile
Durable Programming, LLC Reviews & Testimonials
kim carter Review from Google
5.0★
kim carter's Review Sourced from Google
The folks at Durable Programming did an exceptional job recovering and updating our broken tool (coded years ago in Ruby on Rails). Throughout the process they were responsive, patient, and communicative. We also greatly appreciate their support of nonprofits. We'll definitely be a repeat customer!
Reviews verified by DesignRush and sourced from the agency's profile View All Reviews
We're a collection of innovative cybersecurity engineers, and we believe that our ideas can help shape a better future for your company. We pride ourselves on offering unmatched, devoted service while offering clever solutions for businesses of all sizes...
Top Services:
IT Services
Cybersecurity
Managed Services
IT Compliance Solution
Cloud Consulting
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Location
Warren, Michigan
Number of Employees
Under 49
Minimal Budget
Under $1,000
Cyber Protect LLC Services
IT Services
Cybersecurity
Managed Services
IT Compliance Solution
Cloud Consulting
Staff Augmentation
AI Development
Software Development
WordPress Website Design
CRM Consulting
Data sourced from the agency's DesignRush profile, its website, and other relevant accounts
Small Business Industry
Finance Industry
Healthcare Industry
Data sourced from the agency's DesignRush profile
Cyber Protect LLC Reviews & Testimonials
Alicia Review from Google
5.0★
Alicia's Review Sourced from Google
We have been a client of Cyber Protect for the last 10 months, and I am very happy with our security services so far. Chey and his team are promt and professional and have handled anything that has come up within minutes. They go above and beyond!
Cheyanne Brown Review from Google
5.0★
Cheyanne Brown's Review Sourced from Google
Cyber Protect, and its owner Cheyenne Harden, is a wonderful company to work with. Not only is Cheyenne Harden extremely knowledgeable in information, technology, and cybersecurity, but he is also is kind and easy to work with. Him and his company will do everything they can to ensure that your data is secure, protected, and that your technology is running properly. I highly recommend him and his company.
Cindy L Review from Google
1.0★
Cindy L's Review Sourced from Google
Terrible service. I trusted Cyber Protect LLC to help secure my data, but I still got hacked while under their protection. When I reached out for help, their support was slow, unresponsive, and offered no real solution. They took no accountability and left me to deal with the damage on my own. Completely unreliable and not worth the money. Would never recommend.Edit: Your response is disappointing and frankly evasive. If you have no record of me as a client, maybe that explains why your “protection” failed so miserably. Your slow, unresponsive support and complete lack of accountability left me to deal with the consequences alone. Claiming that neither you nor your clients have ever experienced a breach sounds more like a PR line than reality.If you want to prove otherwise, then start by owning up to your failures instead of brushing off legitimate concerns. Until then, your “enterprise-grade solutions” are nothing but empty words.
Reviews verified by DesignRush and sourced from the agency's profile View All Reviews
Sentinel Edge is a Tennessee-based business automation and technology solutions company that helps small businesses streamline operations, reduce manual work, and improve efficiency through smart systems and automation. The company specializes in workflow automation, CRM integration, AI-powered assistants...
Top Services:
AI Development
Mobile App Development
Software Development
CRM Consulting
SEO
Show more
Location
Knoxville, Tennessee
Number of Employees
Under 49
Average Hourly Rate
$100/hr
Minimal Budget
Under $1,000
Sentinel Edge Services
AI Development
Mobile App Development
Software Development
CRM Consulting
SEO
Creative Services
Digital Services
Product Design
Web Development
Web Design
Data sourced from the agency's DesignRush profile, its website, and other relevant accounts
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 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.