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
NextAutomation is an AI implementation partner for commercial real estate. We design, build, and deploy custom AI systems for investors, developers, and capital allocators, automating deal sourcing, underwriting, LP reporting, permit tracking, and pro-forma generation. We deliver working implementations, not...
Top Services:
- AI Development
- Software Development
- ERP Consulting
- CRM Consulting
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- Location
- Miami, Florida
- Number of Employees
- Under 49
- Average Hourly Rate
- $300/hr
- Minimal Budget
- $10,000 - $25,000
Radosevich Advisory Group installs working AI inside your operations and leaves your team able to run it. We diagnose the highest value opportunities, build the agents and workflows, ship them into production, and hand you the keys. Tampa Bay based. Serving operators across Florida and the US...
Top Services:
- Business Consulting
- AI Development
- CRM Consulting
- Location
- Palmetto, Florida
- Number of Employees
- Under 49
- Average Hourly Rate
- $300/hr
- Minimal Budget
- $1,000 - $10,000
- Portfolios Count
- 1 Project Listed
We are a top rated digital marketing agency and website designer in Denver, Colorado, providing a full suite of marketing, software and advertising services. We design highly dynamic websites and funnels geared towards high conversion rates. We can build in most cms design platforms and can provide...
Top Services:
- Video Production
- Reputation Management
- Web Design
- WordPress Website Design
- PPC
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- Location
- Erie, Colorado
- Number of Employees
- Under 49
- Average Hourly Rate
- $275/hr
- Minimal Budget
- Under $1,000
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
We're a digital solutions consultancy focused on providing full-stack MarTech development and implementation services. With extensive experience in MarTech, CRM systems, Web Design, UX/UI, and digital marketing, we provide high-quality bespoke customer experiences that drive long-term value. Contact us today...
Top Services:
- WordPress Website Design
- Web Design
- eCommerce Development
- UI/UX Design
- Web Development
- Show more
- Location
- New York City, New York
- Number of Employees
- Under 49
- Average Hourly Rate
- $250/hr
- Minimal Budget
- $1,000 - $10,000
- Portfolios Count
- 3 Projects Listed
Moolay Media is about communicating the essence of your brand to the world. From websites to social campaigns, we are passionate about connecting with our clients to give their vision a voice...
Top Services:
- Software Development
- Mobile App Development
- AI Development
- Business Consulting
- Cloud Consulting
- Show more
- Location
- Sheboygan, Wisconsin
- Number of Employees
- Under 49
- Average Hourly Rate
- $250/hr
- Minimal Budget
- $10,000 - $25,000
- Portfolios Count
- 1 Project Listed
SyncMatters specializes in CRM integrations, helping businesses optimize their data workflows. As a trusted CRM partner, we offer customized solutions to ensure smooth and effective CRM experiences, making your business operations more efficient...
Top Services:
- CRM Consulting
- Location
- Austin, Texas
- Number of Employees
- Under 49
- Average Hourly Rate
- $250/hr
- Minimal Budget
- $1,000 - $10,000
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
Mason & Co helps organisations improve the way they operate through better-connected business systems. We specialise in Zoho, CRM, AI, automation, integration and business intelligence, combining practical implementation with enterprise architecture thinking to create scalable, well-governed solutions...
Top Services:
- Digital Strategy
- Web Design
- WordPress Website Design
- Web Development
- Software Development
- Show more
- Location
- London, United Kingdom
- Number of Employees
- Under 49
- Average Hourly Rate
- $250/hr
- Minimal Budget
- $1,000 - $10,000
AI and business automation from Fayetteville, GA. Describe the tools you need, and Claude builds and runs them for Atlanta metro service businesses...
Top Services:
- AI Development
- Software Development
- Mobile App Development
- Business Consulting
- CRM Consulting
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- Location
- Boca Raton, Florida
- Number of Employees
- Under 49
- Average Hourly Rate
- $250/hr
- Minimal Budget
- $1,000 - $10,000
Goyim Design Strategies delivers premium websites, custom applications, and industry-specific SaaS platforms with full code ownership and sovereign decentralized hosting. Based in San Diego, we eliminate monthly fees and vendor lock-in with high-performing systems built for speed and independence...
Top Services:
- Web Development
- Web Design
- eCommerce Development
- Mobile App Development
- AI Development
- Show more
- Location
- San Diego, California
- Number of Employees
- Under 49
- Average Hourly Rate
- $225/hr
- Minimal Budget
- $1,000 - $10,000
- Portfolios Count
- 9 Projects Listed
Webdesigns.net is a full service internet program development company. We stay agile with our On-Demand, team based approach. This enables us to bring together the right resources for our clients needs. The system allows us to work with projects from small business web sites to full enterprise applications...
Top Services:
- Digital Strategy
- Web Design
- eCommerce Development
- Business Consulting
- Market Research
- Show more
- Location
- Vienna, Virginia
- Number of Employees
- Under 49
- Average Hourly Rate
- $220/hr
- Minimal Budget
- $1,000 - $10,000
Agile Social Marketing is a results-driven agency specializing in AI-powered growth solutions for small businesses. We combine cutting-edge tools, reputation management, automation, and smart advertising to streamline workflows, boost engagement, and drive measurable results. From lead generation to website...
Top Services:
- CRO
- Digital Marketing
- Social Media Marketing
- Content Marketing
- Advertising
- Show more
- Location
- Framingham, Massachusetts
- Number of Employees
- Under 49
- Average Hourly Rate
- $200/hr
- Minimal Budget
- Under $1,000
Thesis OS builds custom software for businesses that have outgrown off-the-shelf tools. We embed in your workflow, understand how you actually operate, then build operating systems and logic engines that become and extension of your business - not another tool you have to work around. Proof: Protée OS, our...
Top Services:
- Software Development
- Web Development
- Web Design
- UI/UX Design
- SEO
- Show more
- Location
- Sydney, Australia
- Number of Employees
- Under 49
- Average Hourly Rate
- $200/hr
- Minimal Budget
- $10,000 - $25,000
- Portfolios Count
- 1 Project Listed
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
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- Location
- El Segundo, California
- Number of Employees
- Under 49
- Average Hourly Rate
- $199/hr
- Minimal Budget
- $25,000 - $50,000
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
Hey there! We're Convergine, a team of tech and design enthusiasts on a mission to create digital experiences that help businesses succeed...
Top Services:
- Web Design
- Web Development
- eCommerce Development
- Mobile App Development
- Digital Services
- Show more
- Location
- Markham, Canada
- Number of Employees
- Under 49
- Average Hourly Rate
- $180/hr
- Minimal Budget
- $10,000 - $25,000
- Portfolios Count
- 10 Projects Listed
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
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 Tronsit Solutions, we offer IT, Software, and Cybersecurity solutions, with a focus on Managed IT Services. Our vision is to lead globally by providing reliable, cost-effective IT solutions and empowering businesses to grow and adapt in a dynamic tech landscape...
Top Services:
- Web Development
- Software Development
- CRM Consulting
- Managed Services
- Cloud Consulting
- Show more
- Location
- Texas City, Texas
- Number of Employees
- 50 - 99
- Average Hourly Rate
- $150/hr
- Minimal Budget
- $10,000 - $25,000
- Portfolios Count
- 7 Projects Listed
Why are we different? We have been working with clients and partners from all over the world. We are creative, young, educated, experienced and we breathe Creative Industries...
Top Services:
- Web Development
- WordPress Website Design
- eCommerce Development
- Social Media Marketing
- Digital Marketing
- Show more
- Location
- Târnăveni, Romania
- Number of Employees
- Under 49
- Average Hourly Rate
- $150/hr
- Minimal Budget
- $1,000 - $10,000
AEX is an independent consulting firm specialized in intelligence, problem-solving, data analysis, sales team structuring, and business generation for medium and large companies in Brazil, the USA, the EU, Argentina, and Uruguay...
Top Services:
- Business Consulting
- CRM Consulting
- BPO
- Digital Strategy
- AI Development
- Show more
- Location
- Sao Paulo, Brazil
- Number of Employees
- Under 49
- Average Hourly Rate
- $150/hr
- Minimal Budget
- $1,000 - $10,000
We are NOT a super creative, cutting edge, fancy pants marketing agency. We focus on tried and true strategies proven to get our client partners results in their local market. We stick to what works. We only care about getting our partners an ROI. If that's what you want, you know what to do...
Top Services:
- Digital Marketing
- Social Media Marketing
- PPC
- CRO
- Media Buying
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- Location
- St. Paul, Minnesota
- Number of Employees
- Under 49
- Average Hourly Rate
- $150/hr
- Minimal Budget
- $1,000 - $10,000
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
SELECCIÓN Consulting, a leading SAP consulting firm, represents innovation in SAP services. Our mission is to be your partner of choice for your digital needs. SELECCIÓN excels in advisory, projects, managed services, and staff augmentation. With the introduction of RISE, we enhance your digital experience...
Top Services:
- ERP Consulting
- Staff Augmentation
- Managed Services
- Cloud Consulting
- IT Compliance Solution
- Show more
- Location
- East Brunswick, New Jersey
- Number of Employees
- 100 - 249
- Average Hourly Rate
- $150/hr
- Minimal Budget
- $25,000 - $50,000
Fuse Solutions specializes in seamlessly integrating UI/UX design, website design & development, mobile app development, and analytics & SEO services, tailored specifically for the digital realm. Our expertise lies in fusing these elements together to deliver comprehensive solutions that meet the evolving...
Top Services:
- Web Design
- eCommerce Development
- Web Development
- WordPress Website Design
- Digital Services
- Show more
- Location
- Petaling Jaya, Malaysia
- Number of Employees
- Under 49
- Average Hourly Rate
- $150/hr
- Minimal Budget
- $10,000 - $25,000
- Portfolios Count
- 3 Projects Listed
Envision IT delivers high risk projects without risk, stress, or uncertainty and within fixed costs and timeframes. Envision IT is your ideal partner when failure is not an option for you and you want it done quick!...
Top Services:
- IoT
- Software Development
- Mobile App Development
- Software Testing
- ERP Consulting
- Show more
- Location
- Oakleigh South, Australia
- Number of Employees
- Under 49
- Average Hourly Rate
- $150/hr
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
LaunchPad Marketing is the top choice for small-to-medium sized home service businesses who want to elevate their growth without breaking the bank. Home service businesses that follow our 5-step process will begin to experience steady growth in a way that provides an ROI that will always stay ahead of the...
Top Services:
- Web Design
- Web Development
- WordPress Website Design
- Digital Marketing
- PPC
- Show more
- Location
- Prattville, Alabama
- Number of Employees
- Under 49
- Average Hourly Rate
- $150/hr
- Minimal Budget
- Under $1,000
- Portfolios Count
- 3 Projects Listed
blackDot.ca is a Web Development Company in Toronto. We do web design, UI/UX design, API integration, database development, WordPress development and much more...
Top Services:
- Web Design
- Web Development
- eCommerce Development
- CRO
- Digital Marketing
- Show more
- Location
- Toronto, Canada
- Number of Employees
- Under 49
- Average Hourly Rate
- $150/hr
- Minimal Budget
- $1,000 - $10,000
- Portfolios Count
- 3 Projects Listed
Webosition helps businesses stand out in crowded markets through strategic digital positioning. From brand strategy and website development to SEO, AI visibility, and reputation management, we create digital experiences that attract and convert...
Top Services:
- Business Consulting
- SEO
- Web Design
- Web Development
- Market Research
- Show more
- Location
- Atlanta, Georgia
- Number of Employees
- Under 49
- Average Hourly Rate
- $150/hr
- Minimal Budget
- $1,000 - $10,000
- Portfolios Count
- 1 Project Listed
Rift Automation Solutions builds AI-powered automation systems for UK SMEs from missed call text-back and lead follow-up to CV screening, invoice chasing, and appointment booking. We replace manual tasks with intelligent workflows, so businesses save time, capture more leads, and grow without hiring...
Top Services:
- AI Development
- Business Consulting
- CRM Consulting
- Customer Support
- Phone Answering Services
- Show more
- Location
- Birmingham, United Kingdom
- Number of Employees
- Under 49
- Average Hourly Rate
- $150/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
The Falconry is a specialized website design agency with 10 years of expertise, serving ambitious businesses across Ontario, Canada. We do not just design pretty digital brochures; we engineer high-converting web systems focused on conversion rate optimization.Our core services:- Website Design:...
Top Services:
- Web Design
- CRO
- CRM Consulting
- Email Marketing
- Logo Design
- Show more
- Location
- Mississauga, Canada
- Number of Employees
- Under 49
- Average Hourly Rate
- $150/hr
- Minimal Budget
- $1,000 - $10,000
DeClement Digital Consulting helps businesses grow through SEO, paid search, email marketing, AI search, and custom AI solutions all focused on results you can measure...
Top Services:
- Digital Marketing
- SEO
- Email Marketing
- CRO
- AEO
- Show more
- Location
- Trumbull, Connecticut
- 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
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
Story & Fire is a branding and website design studio for businesses ready to become clearer, more distinctive, and more human. We uncover the story and identity at the heart of the business, then translate that understanding into strategic messaging, thoughtful branding, and websites built to create...
Top Services:
- Web Design
- Branding
- Digital Strategy
- Web Development
- SEO
- Show more
- Location
- Woodstock, Georgia
- Number of Employees
- Under 49
- Average Hourly Rate
- $150/hr
- Minimal Budget
- $1,000 - $10,000
- Portfolios Count
- 1 Project Listed
RankGrid is a done-for-you local SEO agency in Richardson, TX for real estate investors and contractors. We build and rank websites so leads come to you...
Top Services:
- Web Development
- Web Design
- AEO
- SEO
- CRM Consulting
- Show more
- Location
- Richardson, Texas
- Number of Employees
- Under 49
- Average Hourly Rate
- $150/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
Our mission is to handle the day-to-day management and operation of your IT infrastructure, applications, cybersecurity solutions, IT help desk, phones, and networks. As an MSP, we proactively monitor and maintain your IT environment to ensure its reliability, security, and efficiency, allowing you to focus...
Top Services:
- IT Services
- Managed Services
- Cybersecurity
- IT Compliance Solution
- Cloud Consulting
- Show more
- Location
- Calgary, Canada
- Number of Employees
- Under 49
- Average Hourly Rate
- $140/hr
- Minimal Budget
- $1,000 - $10,000
Merlin is a Paris-based AI agency that designs and deploys custom AI agents, chatbots and automations inside the tools teams already use (CRM, ERP, email, Slack, Notion). From process audit to production, we build on n8n, Make and LLMs, including European models like Mistral and self-hosted options, with GDPR...
Top Services:
- AI Development
- Software Development
- Mobile App Development
- Business Consulting
- CRM Consulting
- Show more
- Location
- Paris, France
- Number of Employees
- Under 49
- Average Hourly Rate
- $135/hr
- Minimal Budget
- $1,000 - $10,000
- Portfolios Count
- 3 Projects Listed
Helping Businesses Streamline Systems | Increasing Productivity & Profitability | Passionate About Driving Innovation...
Top Services:
- CRM Consulting
- ERP Consulting
- Software Development
- Business Consulting
- IoT
- Show more
- Location
- Milford, Massachusetts
- Number of Employees
- Under 49
- Average Hourly Rate
- $130/hr
- Minimal Budget
- $1,000 - $10,000
- Portfolios Count
- 1 Project Listed
Access the necessary technology, marketing, and design expertise without the expenses and complexities of recruiting and training new staff. Promantus offers the support of seasoned specialists who seamlessly integrate into your team, assisting in new projects, technology implementations, and advancing your...
Top Services:
- Software Testing
- Mobile App Development
- CRM Consulting
- IoT
- AI Development
- Show more
- Location
- Raleigh , North Carolina
- Number of Employees
- Under 49
- Average Hourly Rate
- $125/hr
- Minimal Budget
- $1,000 - $10,000
Dynacom offers business consultation to help your company stand out, whether you are just getting off the ground or re-innovating your brand...
Top Services:
- Mobile App Development
- Software Development
- CRM Consulting
- Big Data Analytics
- DevOps Consulting
- Show more
- Location
- London, United Kingdom
- Number of Employees
- Under 49
- Average Hourly Rate
- $125/hr
- Minimal Budget
- $10,000 - $25,000
IOA Digital is an IT services and consulting agency specializing in intelligent automation solutions to help businesses optimize operations. The agency provides end-to-end automation for ERP, CRM, HR, and supply chain companies. Integrating software tools, IOA Digital eliminates repetitive tasks and enables...
Top Services:
- CRM Consulting
- ERP Consulting
- Location
- Edmonton, Canada
- Number of Employees
- Under 49
- Average Hourly Rate
- $125/hr
- Minimal Budget
- $1,000 - $10,000
S3 Technology Group - Your CRM, business cloud phone, contact center and employee collaboration solutions provider...
Top Services:
- Call Centers
- Customer Support
- CRM Consulting
- Phone Answering Services
- Show more
- Location
- Austin, Texas
- Number of Employees
- Under 49
- Average Hourly Rate
- $125/hr
- Minimal Budget
- Under $1,000
- Portfolios Count
- 1 Project Listed
CRM Consulting Specializations
Services Related to CRM Consulting
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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.
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.
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.
You should consider hiring one when:
- You are implementing a new CRM and want to avoid setup mistakes
- Your current CRM is underused or poorly adopted by the team
- Data is disorganized, duplicated, or unreliable
- Reporting does not reflect real sales performance
- You are scaling and need automation, integrations, or better forecasting
How much do CRM consultants’ services cost?
CRM consulting costs range from $135 to $350 per hour, depending on expertise, platform, and project complexity.
Rates by platform:
- Salesforce: $150 to $350/hour. Packages often cost $3,000 to $8,500.
- HubSpot: $150 to $250/hour. Monthly retainers typically range from $2,500 to $5,000.
- Microsoft Dynamics 365: $135 to $175/hour. Techno-functional specialists charge 15 to 25% more.
Project-based implementation costs:
- Small teams (5 to 20 users): $10,000 to $25,000
- Growing SMBs (20 to 75 users): $25,000 to $75,000
- Enterprise (300+ users): $150,000 to $500,000+
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.
General timelines by company size:
- Small teams with simple needs: 1 to 3 months
- Mid-sized companies: 3 to 6 months
- Large enterprises with integrations and custom workflows: 6 to 12+ months
Most CRM consulting companies follow these core phases:
- Requirements and planning
- Configuration and customization
- Data migration
- System integrations
- Testing and training
- Go-live and post-launch support
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.
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.
Industries that commonly hire CRM consultants:
- Retail and eCommerce need automation for marketing, customer segmentation, and order tracking.
- Healthcare requires secure patient data management, compliance alignment, and workflow coordination.
- Real estate manages leads, property listings, follow-ups, and contract workflows.
- Financial Services and Banking (BFSI) depend on regulatory compliance, client lifecycle tracking, and relationship management.
- Insurance handles policy management, claims tracking, and cross-channel communication.
- Hospitality and travel focus on customer experience, loyalty programs, and booking systems.
- Consulting and professional services track pipelines, manage proposals, and monitor client engagement.
- Manufacturing and logistics need integration between CRM, ERP, and supply chain systems.

















































