Explore leading CRM consultants specializing in strategy, implementation, system integration, automation, data migration, and performance optimization. Our expert team has curated vetted CRM consulting companies that help businesses strengthen customer relationships, streamline operations, and drive measurable revenue growth.
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.
SplashDev recommends and implements the best CRM and ERP solutions on the market with solution stack on the Microsoft Dynamics 365 platform. Those are our strong drivers that help us set new standards when it comes to providing the greatest possible service to our clients...
Top Services:
- Software Development
- Software Testing
- CRM Consulting
- ERP Consulting
- IT Services
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- Location
- Bucharest, Romania
- Number of Employees
- Under 49
- Average Hourly Rate
- $1000/hr
Platned is a global IFS partner and enterprise technology consultancy helping organisations achieve successful digital transformation through IFS Cloud, AI, ERP, and managed services. With deep industry expertise across construction, manufacturing, energy, utilities, and service industries, Platned delivers...
Top Services:
- AI Development
- CRM Consulting
- ERP Consulting
- Big Data Analytics
- Managed Services
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- Location
- London, United Kingdom
- Number of Employees
- 100 - 249
- Average Hourly Rate
- $1000/hr
- Minimal Budget
- $1,000 - $10,000
Cherrie is a trusted Microsoft Dynamics Implementation Partner in UAE. We are a certified company authorized by Microsoft to help businesses adopt, customize, and deploy Microsoft Dynamics 365 solutions...
Top Services:
- ERP Consulting
- Cloud Consulting
- CRM Consulting
- Big Data Analytics
- Show more
- Location
- Dubai, United Arab Emirates
- Number of Employees
- Under 49
- Average Hourly Rate
- $500/hr
- Minimal Budget
- $1,000 - $10,000
- Portfolios Count
- 1 Project Listed
Our team of technology consultants collaborates closely with your business, employing a strategic approach to identify, strategize, and implement highly efficient, interoperable, and integrated software technology. Specializing in meticulously mapping your business processes, we conduct thorough research to...
Top Services:
- CRM Consulting
- ERP Consulting
- IT Compliance Solution
- IT Services
- Cybersecurity
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- Location
- Mountain Creek, Australia
- Number of Employees
- Under 49
- Average Hourly Rate
- $300/hr
- Minimal Budget
- $1,000 - $10,000
- Portfolios Count
- 3 Projects Listed
JourneyTeam has more than 30 years of experience helping organizations modernize how they work through Dynamics 365, Microsoft 365, Power Platform, Azure, AI/Copilot, and Microsofts security technologies. With all Microsoft Solution Partner designations, multiple Advanced Specializations, and five Microsoft...
Top Services:
- Cloud Consulting
- ERP Consulting
- CRM Consulting
- AI Development
- Big Data Analytics
- Show more
- Location
- Draper, Utah
- Number of Employees
- 100 - 249
- Average Hourly Rate
- $300/hr
- Minimal Budget
- $10,000 - $25,000
- Portfolios Count
- 11 Projects Listed
B2B Google Ads, SEO and lead generation agency Singapore-based B2B inbound marketing consultancy, a Google, Meta, Linkedin, HubSpot and Notion Partner. We build operating systems for how complex B2B actually buys with offices in Singapore & Malaysia...
Top Services:
- Digital Strategy
- Digital Marketing
- PPC
- SEO
- Media Buying
- Show more
- Location
- Singapore, Singapore
- Number of Employees
- Under 49
- Average Hourly Rate
- $300/hr
- Minimal Budget
- $10,000 - $25,000
We make the outside irresistible and the inside effortless. One Cincinnati team for brand, web, marketing, and RevOps, for ambitious organizations from founder-led to fully scaled...
Top Services:
- Branding
- Digital Marketing
- CRM Consulting
- Web Design
- Web Development
- Show more
- Location
- Cincinnati, Ohio
- Number of Employees
- Under 49
- Average Hourly Rate
- $250/hr
- Minimal Budget
- $10,000 - $25,000
- Portfolios Count
- 36 Projects Listed
Vaulted is a marketing, design, and development agency that helps companies turn complex marketing systems into clear, measurable growth...
Top Services:
- Digital Strategy
- Digital Marketing
- Web Design
- CRM Consulting
- Web Development
- Show more
- Location
- Raleigh , North Carolina
- Number of Employees
- Under 49
- Average Hourly Rate
- $240/hr
- Minimal Budget
- $1,000 - $10,000
- Portfolios Count
- 4 Projects Listed
IT Impact, Inc. delivers custom database and software solutions using Microsoft technologies. Through its Access Experts division, the company specializes in Microsoft Access development, database repair, system upgrades, and migrations to SQL Server and cloud platforms...
Top Services:
- IT Services
- Big Data Analytics
- Software Development
- Cloud Consulting
- ERP Consulting
- Show more
- Location
- Chicago, Illinois
- Number of Employees
- Under 49
- Average Hourly Rate
- $235/hr
- Minimal Budget
- $1,000 - $10,000
- Portfolios Count
- 3 Projects Listed
Who are we? - We're a full-service B2B ad agency with years of experience managing campaigns on Google, LinkedIn, Reddit, Meta and other platforms.What value do we bring? - We will get you more qualified leads that convert into clients, saving your company time and money dealing with bad leads...
Top Services:
- PPC
- Advertising
- Digital Marketing
- Social Media Marketing
- Media Buying
- Show more
- Location
- Toronto, Canada
- Number of Employees
- Under 49
- Average Hourly Rate
- $200/hr
- Minimal Budget
- $1,000 - $10,000
- Portfolios Count
- 16 Projects Listed
Using smart automation and digital transformation we work with B2B firms to remove their internal barriers to growth, setting them up for greater levels of success with eCommerce, Customer Portals and Quote to Cash automation...
Top Services:
- Business Consulting
- CRM Consulting
- Location
- Kilrea, United Kingdom
- Number of Employees
- Under 49
- Average Hourly Rate
- $200/hr
- Minimal Budget
- $10,000 - $25,000
- Portfolios Count
- 1 Project Listed
Principal-led digital marketing, SEO/GEO, and RevOps agency for mid-market and PE-backed companies. We get you found in Google and AI search, then build the HubSpot and Salesforce systems that turn that visibility into pipeline and revenue your CRM can prove...
Top Services:
- Digital Marketing
- SEO
- PPC
- Content Marketing
- AEO
- Show more
- Location
- Cherry Hill, New Jersey
- Number of Employees
- Under 49
- Average Hourly Rate
- $200/hr
- Minimal Budget
- $1,000 - $10,000
Key Dynamics Solutions Private Limited is a Microsoft Dynamics 365 partner and IT consulting firm based in India (Noida, Delhi, Bangalore) with an Ireland office...
Top Services:
- ERP Consulting
- Big Data Analytics
- AI Development
- Mobile App Development
- CRM Consulting
- Show more
- Location
- Noida, India
- Number of Employees
- 100 - 249
- Average Hourly Rate
- $200/hr
- Minimal Budget
- $10,000 - $25,000
We design and build business software for growing companies. Project tracking, order management, client onboarding, process automation, and dashboards. One place to see everything instead of chasing updates across disconnected tools...
Top Services:
- Web Development
- Mobile App Development
- UI/UX Design
- Software Development
- AI Development
- Show more
- Location
- Shrewsbury, United Kingdom
- Number of Employees
- Under 49
- Average Hourly Rate
- $200/hr
- Minimal Budget
- $10,000 - $25,000
Beast Creative Agency helps brands grow through AI-enhanced digital marketing, bold creative strategy, and data-driven campaigns built to generate measurable results...
Top Services:
- SEO
- IT Services
- Mobile App Development
- CRM Consulting
- Cloud Consulting
- Show more
- Location
- Helotes, Texas
- Number of Employees
- Under 49
- Average Hourly Rate
- $200/hr
- Minimal Budget
- $1,000 - $10,000
- Portfolios Count
- 1 Project Listed
Lake One: Your Partner for Success. From providing strategic advice to solving complex CRM issues, Marketing Automation and Performance Marketing - Lake One helps B2B companies reach their goals through comprehensive sales & marketing transformation. With a team of experienced professionals, we offer an...
Top Services:
- PPC
- SEO
- Digital Marketing
- Social Media Marketing
- CRO
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- Location
- Minneapolis, Minnesota
- Number of Employees
- Under 49
- Average Hourly Rate
- $199/hr
- Minimal Budget
- $1,000 - $10,000
Three Seven is a marketing agency built for companies selling complex, technical products to expert buyers. We diagnose the real problem first, then run strategy, brand, web, and demand generation as one team, so nothing gets lost between specialists...
Top Services:
- Digital Marketing
- Web Design
- Web Development
- SEO
- PPC
- Show more
- Location
- Ann Arbor, Michigan
- Number of Employees
- Under 49
- Average Hourly Rate
- $199/hr
- Minimal Budget
- $10,000 - $25,000
Transform your business with Coacto, your trusted partner for expert Salesforce implementations and exceptional support. Our team of consultants ensures seamless integration and optimization tailored to your needs. Rely on Coacto to enhance your operations and drive success...
Top Services:
- CRM Consulting
- Location
- Cheltenham, United Kingdom
- Number of Employees
- Under 49
- Average Hourly Rate
- $190/hr
- Minimal Budget
- $10,000 - $25,000
Benchmarketing Group is a digital marketing agency specializing in data-driven solutions that drive measurable growth. Whether you're looking for expertise in SEO, content strategy, or a creative go-to-market plan, we have a data-driven solution to deliver measurable results...
Top Services:
- Digital Strategy
- Digital Marketing
- Content Marketing
- SEO
- Web Design
- Show more
- Location
- Naperville, Illinois
- Number of Employees
- Under 49
- Average Hourly Rate
- $190/hr
- Minimal Budget
- $1,000 - $10,000
- Portfolios Count
- 1 Project Listed
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
New Peak Solutions empowers organizations with expert SharePoint consulting, delivering tailored solutions that streamline collaboration, automate workflows, and enhance document management. From migrations and intranet design to custom development and integration, our team ensures your SharePoint environment...
Top Services:
- IT Services
- AI Development
- CRM Consulting
- ERP Consulting
- Cloud Consulting
- Show more
- Location
- Chicago, Illinois
- Number of Employees
- Under 49
- Average Hourly Rate
- $180/hr
- Minimal Budget
- $10,000 - $25,000
Force5 is a 100% independent consulting firm guiding SMEs through complex digital transformations. We don't sell software; we ensure your project's success. Our mission is to reverse high failure rates for AI, ERP, CRM, and BI projects by providing objective, expert guidance...
Top Services:
- CRM Consulting
- Location
- Montreal, Canada
- Number of Employees
- Under 49
- Average Hourly Rate
- $175/hr
- Minimal Budget
- $10,000 - $25,000
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
We help B2B companies break through the noise, attract the right audience, beat the competition, and drive measurable growth...
Top Services:
- PPC
- Web Design
- Web Development
- Graphic Design
- Creative Services
- Show more
- Location
- Liverpool, United Kingdom
- Number of Employees
- Under 49
- Average Hourly Rate
- $170/hr
- Minimal Budget
- $10,000 - $25,000
Veteran-owned AI automation agency offering full-stack services: AI agents, workflow automation, web development, SEO, digital marketing, CRM/Salesforce consulting, cybersecurity & self-hosted solutions. BYOK pricing from $2,500 clients own everything. No subscriptions...
Top Services:
- AI Development
- Software Development
- CRM Consulting
- Web Development
- Cybersecurity
- Show more
- Location
- Seattle, Washington
- Number of Employees
- Under 49
- Average Hourly Rate
- $150/hr
- Minimal Budget
- $1,000 - $10,000
- Portfolios Count
- 1 Project Listed
At our core, we're driven by an exciting mission: to empower small businesses to thrive through our knowledge of how the big guys made it! Our expertise spans across various services including Creative, Copywriting, Web Dev, Digital Ads & Strategy and Social Media Advertising & Management...
Top Services:
- Logo Design
- Web Design
- Branding
- Digital Services
- Digital Marketing
- Show more
- Location
- Calgary, Canada
- Number of Employees
- Under 49
- Average Hourly Rate
- $150/hr
- Minimal Budget
- $1,000 - $10,000
- Portfolios Count
- 12 Projects Listed
Top ranking Microsoft Dynamics Partner providing consultation for Dynamics 365 CRM, NetSuite, Dynamics 365 Business Central, Salesforce, SharePoint, BI, Custom Software Development, Web app development, Azure with other Microsoft Solutions. AlphaBOLD based in San Diego, USA. Contact Us Now!...
Top Services:
- CRM Consulting
- ERP Consulting
- Cloud Consulting
- AI Development
- IoT
- Show more
- Location
- Carlsbad, California
- Number of Employees
- 100 - 249
- Average Hourly Rate
- $150/hr
- Minimal Budget
- $1,000 - $10,000
- Portfolios Count
- 1 Project Listed
We implement and customize Salesforce solutions to boost sales, marketing, and service for businesses of all sizes...
Top Services:
- CRM Consulting
- Location
- Montreal, Canada
- Number of Employees
- 50 - 99
- Average Hourly Rate
- $150/hr
Western Technology is committed to offering state-of-the-art IT solutions to enterprises throughout Perth, Western Australia. We take pride in delivering superior IT services that continuously adapt to our clients' evolving requirements. Our ethos revolves around fostering enduring partnerships with our...
Top Services:
- Managed Services
- IT Services
- Cybersecurity
- Cloud Consulting
- CRM Consulting
- Show more
- Location
- Perth, Australia
- Number of Employees
- Under 49
- Average Hourly Rate
- $150/hr
- Minimal Budget
- $1,000 - $10,000
DZero Marketing Lab strategically elevates businesses through a fusion of Inbound and Outbound tactics, seamlessly blending creativity, cutting-edge technology, and over 25 years of industry expertise. Our innovative approach aims to drive impactful results while staying ahead of evolving market trends...
Top Services:
- Graphic Design
- Creative Services
- Logo Design
- Digital Strategy
- Web Design
- Show more
- Location
- Madrid, Spain
- Number of Employees
- Under 49
- Average Hourly Rate
- $150/hr
- Minimal Budget
- $1,000 - $10,000
We are SunerGarcia. We are an innovative digital marketing agency that focuses on building around technology and consumer experience. We build exciting brand experiences for our clients. Our team is a fine assortment of movers and shakers, creatives, designers, planners, tech enthusiast, and all around hard...
Top Services:
- Web Design
- Web Development
- SEO
- PPC
- Software Development
- Show more
- Location
- San Diego, California
- Number of Employees
- Under 49
- Average Hourly Rate
- $150/hr
- Minimal Budget
- $1,000 - $10,000
proMX AG specializes in improving business processes through digital transformation, cloud migration, and agile organizational structures, leveraging innovative Microsoft Dynamics 365 solutions...
Top Services:
- CRM Consulting
- ERP Consulting
- Cloud Consulting
- Business Consulting
- AI Development
- Show more
- Location
- Nuremberg, Germany
- Number of Employees
- 100 - 249
- Average Hourly Rate
- $150/hr
- Minimal Budget
- $1,000 - $10,000
- Portfolios Count
- 1 Project Listed
UpCurrent Digital Marketing is a marketing agency focused on finding strategic solutions to bringing businesses leads online. We focus on Website Development, SEO, PPC, CRM Management and Lead Handling strategies to help our clients bring in high-quality customers via digital platforms...
Top Services:
- Digital Marketing
- Web Development
- SEO
- WordPress Website Design
- Digital Strategy
- Show more
- Location
- Mena, Arkansas
- Number of Employees
- Under 49
- Average Hourly Rate
- $150/hr
- Portfolios Count
- 1 Project Listed
Hypelocal drives profitable revenue for SaaS, eCommerce, and hyperlocal brands through: Demand Generation marketing, AI and Automation training and solutions, and CRM and Data optimization...
Top Services:
- CRM Consulting
- Web Design
- eCommerce Development
- Web Development
- AEO
- Show more
- Location
- Cochrane, Canada
- Number of Employees
- Under 49
- Average Hourly Rate
- $150/hr
- Minimal Budget
- $1,000 - $10,000
We help Texas service businesses stop buying shared leads and start owning their pipeline. Managed WordPress hosting, local SEO, and website design. Houston-based. Family-owned...
Top Services:
- SEO
- Web Design
- Web Development
- WordPress Website Design
- AEO
- Show more
- Location
- League City, Texas
- Number of Employees
- Under 49
- Average Hourly Rate
- $150/hr
- Minimal Budget
- $1,000 - $10,000
Bootstrap Creative is a performance-driven digital consultancy for B2B manufacturers and industrial companies. Founded by HubSpot Certified expert Jacob Lett, we build predictable lead generation systems using HubSpot CMS and Google Ads to drive qualified RFQs...
Top Services:
- Digital Strategy
- Web Development
- SEO
- PPC
- Digital Marketing
- Show more
- Location
- Clinton Township, Michigan
- Number of Employees
- Under 49
- Average Hourly Rate
- $150/hr
- Minimal Budget
- $1,000 - $10,000
Vantage Cloud Solutions is an Allen, TX-based certified Salesforce consulting partner helping SMBs modernize their CRM and accelerate growth. We specialize in Salesforce implementation, Sales Cloud, Service Cloud, Revenue Cloud (CPQ + Billing), Marketing Cloud, Agentforce AI, Data Cloud, and MuleSoft...
Top Services:
- CRM Consulting
- ERP Consulting
- Cloud Consulting
- DevOps Consulting
- Business Consulting
- Show more
- Location
- Allen, Texas
- Number of Employees
- Under 49
- Average Hourly Rate
- $150/hr
Tecvia is a UK-based Microsoft Dynamics 365 Business Central and Shopify partner, helping manufacturers and distributors automate operations and scale with confidence. Based in Manchester, we work with small to medium-sized businesses across manufacturing, food and beverage, distribution, life sciences and...
Top Services:
- ERP Consulting
- CRM Consulting
- Business Consulting
- Cloud Consulting
- Software Development
- Show more
- Location
- Manchester, United Kingdom
- Number of Employees
- Under 49
- Average Hourly Rate
- $150/hr
- Minimal Budget
- $10,000 - $25,000
mIT solutions unterstützt Unternehmen bei der Digitalisierung und Automatisierung ihrer Geschäftsprozesse. Mit EcholoN bietet das Unternehmen eine flexible Plattform für IT-Service-Management, Field Service, Workflows, Self-Service, Reporting und Compliance. Die Lösung ist modular, skalierbar und als...
Top Services:
- Software Development
- Mobile App Development
- AI Development
- Business Consulting
- Engineering
- Show more
- Location
- Borstel-Hohenraden, Germany
- Number of Employees
- Under 49
- Average Hourly Rate
- $150/hr
- Portfolios Count
- 2 Projects Listed
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
TekConcierge is a Richardson, TX-based managed IT provider repositioning as a Managed Intelligence Provider (MIP). The shift addresses shadow AI risk: employees using AI tools with no oversight, creating security and compliance exposure. TekConcierge governs and optimizes AI adoption instead of reacting to...
Top Services:
- Managed Services
- Cloud Consulting
- Cybersecurity
- IT Services
- IT Compliance Solution
- Show more
- Location
- Richardson, Texas
- Number of Employees
- 50 - 99
- Average Hourly Rate
- $150/hr
Drakos Inc. builds custom software for service businesses and operationally complex companies that have outgrown disconnected tools, spreadsheets, and generic platforms. We design and develop secure, scalable systems around the way each business actually operates from CRM and field service to workflow...
Top Services:
- Software Development
- Mobile App Development
- CRM Consulting
- ERP Consulting
- AI Development
- Show more
- Location
- Dover, Delaware
- Number of Employees
- Under 49
- Average Hourly Rate
- $150/hr
- Minimal Budget
- $1,000 - $10,000
What's Next AI is a Netherlands-based AI agency that builds production AI agents and automation your team actually uses. We write real production code, not low-code prototypes that stall after the demo...
Top Services:
- AI Development
- Business Consulting
- IT Services
- CRM Consulting
- Big Data Analytics
- Show more
- Location
- Rotterdam, Netherlands
- Number of Employees
- Under 49
- Average Hourly Rate
- $150/hr
- Minimal Budget
- $1,000 - $10,000
Guru Cloud & AI builds production AI that plugs into the tools a business already runs: inbox, CRM, ERP, chat, and data warehouses. We specialize in MCP integrations, citation-backed RAG, and multi-agent automation with human oversight. Enterprise clients include Diversified Energy Company (NYSE: DEC), where...
Top Services:
- AI Development
- Software Development
- Web Development
- Cloud Consulting
- Big Data Analytics
- Show more
- Location
- Isabela, Puerto Rico
- Number of Employees
- Under 49
- Average Hourly Rate
- $150/hr
- Minimal Budget
- $1,000 - $10,000
- Portfolios Count
- 20 Projects Listed
Marketing agency for industrial SMEs in Portugal and Spain, founded by an industrial engineer with 14 years running production units. We work with mould makers, metalworking, foundry, metal fabrication, textile, packaging and automation companies on B2B lead generation, LinkedIn prospecting, industrial...
Top Services:
- Digital Marketing
- PPC
- Social Media Marketing
- Content Marketing
- Advertising
- Show more
- Location
- Maia, Portugal
- Number of Employees
- Under 49
- Average Hourly Rate
- $150/hr
Talegen combines enterprise engineering discipline with a practical Small to Medium-sized Business lens: reduce manual work, connect the right tools, and build custom systems only where they create durable value...
Top Services:
- Software Development
- AI Development
- Mobile App Development
- SEO
- AEO
- Show more
- Location
- York, Pennsylvania
- Number of Employees
- Under 49
- Average Hourly Rate
- $150/hr
- 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
Amasu Consulting is an enterprise ecosystem architecture and business process re-engineering firm serving high-growth technology, CPG, manufacturing, and e-commerce sectors. We diagnose systemic friction points within 30 days to design aggressive scaling roadmaps. To execute plans flawlessly, we deploy a...
Top Services:
- Business Consulting
- CRM Consulting
- ERP Consulting
- ECM Consulting
- Cloud Consulting
- Show more
- Location
- Riverview, Florida
- Number of Employees
- Under 49
- Average Hourly Rate
- $150/hr
- Minimal Budget
- $10,000 - $25,000
mvpGrow is an an on demand marketing and business development department for B2B software companies. Get everything you need, want, and expect in one...
Top Services:
- SEO
- Content Marketing
- Digital Marketing
- CRO
- PPC
- Show more
- Location
- Kefar Sava, Israel
- Number of Employees
- Under 49
- Average Hourly Rate
- $149/hr
- Minimal Budget
- $1,000 - $10,000
Whitecap Canada | Custom Software. Real Results. Canadian Made...
Top Services:
- Software Development
- Mobile App Development
- AI Development
- Web Development
- Web Design
- Show more
- Location
- Toronto, Canada
- Number of Employees
- Under 49
- Average Hourly Rate
- $149/hr
- Minimal Budget
- $25,000 - $50,000
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Frequently Asked Questions About CRM Consultants
What does a CRM consultant do?
A CRM consulting agency helps you choose, set up, and optimize your customer relationship management (CRM) system to support sales, marketing, and customer service goals. Â
CRM consulting firms analyze your processes, define requirements, select the right CRM platform, manage implementation, migrate data, and train your team. Their goal is to turn your CRM into a system that improves visibility, increases efficiency, and drives measurable revenue growth.Â
When should I hire a CRM consultant?
Hire a CRM consulting firm when your system is slowing down growth or creating confusion instead of clarity. A CRM should support revenue, visibility, and team productivity. If it does not, outside expertise becomes necessary.Â
You should consider hiring one when:Â
- You are implementing a new CRM and want to avoid setup mistakesÂ
- Your current CRM is underused or poorly adopted by the teamÂ
- Data is disorganized, duplicated, or unreliableÂ
- Reporting does not reflect real sales performanceÂ
- You are scaling and need automation, integrations, or better forecastingÂ
How much do CRM consultants’ services cost?
CRM consulting costs range from $135 to $350 per hour, depending on expertise, platform, and project complexity. Â
Rates by platform:Â
- Salesforce: $150 to $350/hour. Packages often cost $3,000 to $8,500.Â
- HubSpot: $150 to $250/hour. Monthly retainers typically range from $2,500 to $5,000.Â
- Microsoft Dynamics 365: $135 to $175/hour. Techno-functional specialists charge 15 to 25% more.Â
Project-based implementation costs:Â
- Small teams (5 to 20 users): $10,000 to $25,000Â
- Growing SMBs (20 to 75 users): $25,000 to $75,000Â
- Enterprise (300+ users): $150,000 to $500,000+Â
How long does a typical CRM implementation take?
A typical CRM implementation takes 1 to 3 months for small businesses and 6 to 12+ months for larger or complex organizations. The timeline depends on company size, system complexity, data quality, and required integrations.Â
General timelines by company size:Â
- Small teams with simple needs: 1 to 3 monthsÂ
- Mid-sized companies: 3 to 6 monthsÂ
- Large enterprises with integrations and custom workflows: 6 to 12+ monthsÂ
Most CRM consulting companies follow these core phases:Â
- Requirements and planningÂ
- Configuration and customizationÂ
- Data migrationÂ
- System integrations
- Testing and trainingÂ
- Go-live and post-launch supportÂ
Delays usually come from unclear goals, messy data, over-customization, and poor stakeholder alignment. Strong executive support and structured change management reduce risk and speed up adoption.Â
What industries need CRM consultants?
Industries with complex sales cycles, high customer volume, or strict compliance requirements need CRM consultants the most. Any sector that depends on structured customer data, repeat business, and multi-step pipelines benefits from expert CRM guidance.Â
Industries that commonly hire CRM consultants:Â
- Retail and eCommerce need automation for marketing, customer segmentation, and order tracking.
- Healthcare requires secure patient data management, compliance alignment, and workflow coordination.Â
- Real estate manages leads, property listings, follow-ups, and contract workflows.Â
- Financial Services and Banking (BFSI) depend on regulatory compliance, client lifecycle tracking, and relationship management.Â
- Insurance handles policy management, claims tracking, and cross-channel communication.Â
- Hospitality and travel focus on customer experience, loyalty programs, and booking systems.Â
- Consulting and professional services track pipelines, manage proposals, and monitor client engagement.Â
- Manufacturing and logistics need integration between CRM, ERP, and supply chain systems.Â

















































