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.

United States × Insurance ×
  • Simplify Solutions | Multiply Value

    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
  • Results Driven Strategies

    Facet Interactive is the go-to digital strategy agency. Our data-driven insight helps clients focus on higher-yield projects while we ensure strong returns through integrated marketing campaigns. We can step in as your product owner or CMO to provide direction when it comes to making informed product and...

    Top Services:

    • Web Development
    • AI Development
    • Software Development
    • IT Services
    • CRM Consulting
    • Show more
    Location
    El Segundo, California
    Number of Employees
    Under 49
    Average Hourly Rate
    $199/hr
    Minimal Budget
    $25,000 - $50,000
  • AI Consulting, Salesforce Consulting, App Development, Cloud Services & DevOps Consulting

    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
  • The B2B Tech Ad Agency That Gets Sales

    Clients come to Austin Lawrence to grow to a liquidity event. They are seeking the next funding round, to be acquired or become the consolidator in their vertical. We have decades of experience in B2B SaaS and tech marketing and mastery of contemporary AI and GTM tools...

    Top Services:

    • Advertising
    • Media Buying
    • Digital Marketing
    • Email Marketing
    • CRM Consulting
    • Show more
    Location
    Norwalk, Connecticut
    Number of Employees
    Under 49
    Minimal Budget
    $10,000 - $25,000
  • Enterprise software, nearshore from Mexico — with a U.S. entity in Texas.

    Enterprise software firm founded in 2018, headquartered in Monterrey, Mexico, with a U.S. entity in Laredo, Texas. We build and integrate software for companies that operate at scale, and staff dedicated engineering teams for U.S. clients in Central Standard Time...

    Top Services:

    • Software Development
    • Mobile App Development
    • AI Development
    • Software Testing
    • CRM Consulting
    • Show more
    Location
    Laredo, Texas
    Number of Employees
    Under 49
    Average Hourly Rate
    $50/hr
    Minimal Budget
    $10,000 - $25,000
  • AI that runs the busywork for small businesses audits, automation, and content.

    Most small businesses know AI could save them hours they just don't know where to start. BizSuite by J&B Enterprise fixes that. We run a $997 AI Audit that maps every repeatable task in your business and ranks what to automate first, then build and operate the systems: lead-gen, AI video clipping, and...

    Top Services:

    • AI Development
    • Mobile App Development
    • Software Development
    • Software Testing
    • IT Services
    • Show more
    Location
    Austin, Texas
    Number of Employees
    Under 49
    Average Hourly Rate
    $149/hr
    Minimal Budget
    Under $1,000
  • Integrated IT Systems, Services and Maintenance

    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
  • Your Vision Our Code

    American Koders is a USA-based software development company delivering innovative and customized digital solutions for startups and established businesses...

    Top Services:

    • Web Design
    • UI/UX Design
    • WordPress Website Design
    • eCommerce Development
    • Mobile App Development
    • Show more
    Location
    Kalispell, Montana
    Number of Employees
    50 - 99
    Average Hourly Rate
    $50/hr
    Minimal Budget
    $10,000 - $25,000
  • AI implementation and growth systems

    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
  • If Your Business Matters, Your Process Matters

    At BP3, we transform your complex challenges into streamlined success stories through AI and Automation...

    Top Services:

    • Business Consulting
    • UI/UX Design
    • AI Development
    • IoT
    • Mobile App Development
    • Show more
    Location
    Austin, Texas
    Number of Employees
    100 - 249
  • Empowering enterprises to transform through human ingenuity and engineering excellence.

    Visionet is a leading IT services firm delivering digital experiences, enterprise modernization, Data & AI applications, and managed IT services. We leverage digital, data, and cloud technologies to meet clients needs efficiently. Serving diverse sectors, we simplify complexities and foster innovation. With a...

    Top Services:

    • IT Services
    • AI Development
    • Big Data Analytics
    • Cloud Consulting
    • DevOps Consulting
    • Show more
    Location
    Cranbury, New Jersey
    Number of Employees
    1000 & Up
  • Title Company Websites Built for Referral-Driven Growth

    TitleThrive builds modern websites and referral-focused tools for title, escrow, and real estate law firms. Our platform helps agencies strengthen agent relationships with branded title quotes, seller net sheets, agent portals, local SEO structure, and lead capture tools designed around how settlement teams...

    Top Services:

    • Design Services
    • Digital Strategy
    • Web Design
    • Web Development
    • WordPress Website Design
    • Show more
    Location
    Sandpoint, Idaho
    Number of Employees
    Under 49
    Average Hourly Rate
    $125/hr
  • IT support and marketing under one roof. Est. 2018.

    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
  • Create smiles through great people and technology

    Hexaware is a global technology and business process services company. Every day, Hexawarians wake up with a singular purpose: to create smiles through great people and technology. With offices across the world, we empower enterprises worldwide to realize digital transformation at scale and speed...

    Top Services:

    • IT Services
    • Managed Services
    • AI Development
    • Software Development
    • Cloud Consulting
    • Show more
    Location
    Jersey City, New Jersey
    Number of Employees
    1000 & Up
  • Creating Something Awesome

    HIFIVE is an award-winning advertising agency in Orlando, FL that is rethinking the connection people have with brands and businesses alike. We believe in connecting brands with people through messaging, relevancy, and culture. Our focus specialties include creative design, website development, and lead...

    Top Services:

    • Advertising
    • Creative Services
    • SEO
    • Graphic Design
    • Video Production
    • Show more
    Location
    Orlando, Florida
    Number of Employees
    Under 49
    Average Hourly Rate
    $25/hr
  • Specialist teams for software, AI automation & BPO

    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
  • Connected growth systems that turn attention into qualified conversations.

    Hashes Agency LLC helps service businesses and marketing agencies connect paid growth, social and organic visibility, conversion-focused websites, CRM automation, AI-powered follow-up, lead routing and reporting around one clear customer journey. Our strategy-led team identifies the highest-impact gaps...

    Top Services:

    • Digital Strategy
    • Digital Marketing
    • CRO
    • SEO
    • PPC
    • Show more
    Location
    St. Petersburg, Florida
    Number of Employees
    Under 49
  • One Ecosystem Every Salesforce Possibility

    BM Cloud Consultancy is ultimate solution provider of salesforce cloud services, staffing and augmentation and Salesforce Training and Development...

    Top Services:

    • CRM Consulting
    • ERP Consulting
    • Staff Augmentation
    • Cloud Consulting
    • IT Services
    • Show more
    Location
    California City, California
    Number of Employees
    50 - 99
    Average Hourly Rate
    $25/hr
    Minimal Budget
    $10,000 - $25,000
    Portfolios Count
    1 Project Listed
  • Turning Business Ambition Into AI-Powered Advantage

    DITS is a business consulting and AI transformation company helping startups, SMEs, and enterprises modernize operations, adopt AI, build scalable digital products, and accelerate growth through strategy, engineering, cloud, automation, and global delivery expertise across global markets...

    Top Services:

    • Software Development
    • Mobile App Development
    • AI Development
    • IoT
    • Business Consulting
    • Show more
    Location
    Billings, Montana
    Number of Employees
    100 - 249
    Average Hourly Rate
    $30/hr
    Minimal Budget
    $10,000 - $25,000
    Portfolios Count
    4 Projects Listed
  • Sculpt Your Thoughts To Reality

    TatvaSoft is a trusted technology partner enabling global businesses with its strategic IT solutions. Our services majorly encompasses Custom software development, Web development, product development, Ecommerce , Mobile apps, QA and many similar cutting-edge technologies...

    Top Services:

    • Software Development
    • Web Development
    • Mobile App Development
    • Software Testing
    • AI Development
    • Show more
    Location
    Dallas, Texas
    Number of Employees
    500 - 999
    Average Hourly Rate
    $20/hr
    Minimal Budget
    $10,000 - $25,000
    Portfolios Count
    3 Projects Listed
  • Transforming Visions Into Tech Realities

    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
  • A B2B Tech Marketing Agency

    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
  • Your Trusted Partner For Enterprise AI, Planning, Analytics & Automation

    GenXAI is a publicly listed technology company building enterprise planning and data systems. Our team of 450+ consultants delivers Anaplan and SAP led implementations, ERP transformation, data analytics and engineering, and application development for clients across India, the United States, Malaysia, and...

    Top Services:

    • ERP Consulting
    • CRM Consulting
    • Big Data Analytics
    • IT Services
    • Business Consulting
    • Show more
    Location
    Pleasanton, California
    Number of Employees
    250 - 499
    Average Hourly Rate
    $50/hr
    Minimal Budget
    $25,000 - $50,000
  • SaaS Marketing Agency that Owns Real Growth Numbers

    TripleDart is a strategic B2B SaaS Marketing agency behind fast growing B2B tech brands. As your Customer Acquisition agency our team of dedicated experts will act as your growth partners to help predictable revenue...

    Top Services:

    • SEO
    • PPC
    • Digital Marketing
    • Social Media Marketing
    • Web Development
    • Show more
    Location
    Plano, Texas
    Number of Employees
    50 - 99

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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.