Looking for a CRM consultant in New York to optimize your sales pipeline and customer interactions? We’ve examined multiple local firms, their service portfolios, and case studies to create a list of leading providers in the state. Use our directory to find a partner near you and filter the selection by team size, budget, and reviews.Â
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 × New York × eCommerce × $25,000 - $50,000 ×Clear Filters
VerifiedVerified by the DesignRush team for authenticity and credibility.
Full-cycle software development powerhouse
Since 2013, we've delivered 300+ digital products across 17 countries, empowering brands like Porsche, Panasonic, Transparency International, Heinemann, CBRE, and dozens of ambitious startups and scaleups...
Top Services:
Mobile App Development
Software Development
Staff Augmentation
AI Development
Web Development
Show more
Location
New York City, New York
Number of Employees
100 - 249
Average Hourly Rate
$45/hr
Minimal Budget
$25,000 - $50,000
Portfolios Count
24 Projects Listed
Empat Services
Mobile App Development
Software Development
Staff Augmentation
AI Development
Web Development
IoT
Managed Services
VR/AR
CRM Consulting
DevOps Consulting
Data sourced from the agency's DesignRush profile, its website, and other relevant accounts
Porsche
Heinemann Duty-Free
Panasonic
Obimy
CBRE
Restream
FuelFinance
Transparency International
Data sourced from the agency's DesignRush profile
Empat Reviews & Testimonials
Angie Tromley-Morales, PMP CEO at House Caddy
5.0★
Mobile App Development Review from Angie Tromley-Morales, PMP
We hired Empat to design and build the MVP of House Caddy, a household management app that keeps receipts, warranties, manuals, and repair history in one place, with reminders for expiring warranties and maintenance. The product also helps homeowners prepare a full digital home history for future property transfers.Empat delivered end-to-end work: discovery, UX/UI design, Flutter mobile development, and a Python backend. They implemented a clear flow where users first create home appliances/systems and then attach documents and repairs to each item.A major highlight was Empats AI expertise. AI features simplify the entire user journey by auto-filling appliance details from photos/docs/links, assisting with utility provider setup, and importing contacts to speed up adding contractors. This reduced manual input and made onboarding fast and intuitive.Communication was excellent, with proactive brainstorming, clear sprint updates, and on-time delivery. The MVP is market-ready, early feedback is very positive, and Empat proved to be a reliable, product-driven partner with strong mobile, backend, and AI capabilities.
Vitalii Drach CEO at RD2
5.0★
Mobile App Development Review from Vitalii Drach
We collaborated with this team to develop custom software for tracking our client base and analyzing performance metrics. The solution allows us to monitor client success in real time, visualize key trends, and make data-driven marketing decisions.The Empat team was professional, communicative, and highly attentive to our needs. They quickly understood our workflow and created a system thats both intuitive and scalable. Thanks to their work, weve streamlined our internal processes and gained much better visibility into our clients results.Were very satisfied with the outcome and would definitely recommend Empat to anyone looking for a reliable software development partner.
Namik Abdulzade cto at Paymonix
5.0★
Software Development Review from Namik Abdulzade
Collaborating with this team has been exceptional from beginning to end. They quickly grasped our goals and delivered a scalable, high-quality payment platform with seamless integrations and an intuitive interface. Their technical skill, attention to detail, and proactive communication kept everything running smoothly and transparently.We were particularly impressed by their ability to manage complex requirements, build strong analytics, and design a checkout experience that fits our brand perfectly. The project was delivered on schedule, surpassed expectations, and has already made a meaningful impact on our operations.We confidently recommend this team to anyone seeking a reliable, talented, and forward-thinking development partner.
Reviews verified by DesignRush and sourced from the agency's profile View All Reviews
AllianceTek is a global software development and IT consulting company delivering AI, cloud, web, and mobile solutions with 20+ years of expertise...
Top Services:
Software Development
Mobile App Development
Web Development
AI Development
IoT
Show more
Location
New York City, New York
Number of Employees
100 - 249
Average Hourly Rate
$50/hr
Minimal Budget
$25,000 - $50,000
Portfolios Count
59 Projects Listed
AllianceTek Inc. Services
Software Development
Mobile App Development
Web Development
AI Development
IoT
CRM Consulting
eCommerce Development
IT Services
Staff Augmentation
Data sourced from the agency's DesignRush profile, its website, and other relevant accounts
Genpact
Zydus USA
NFL
Johnson-Johnson
Innosight
Vacation Innovations
CTDI
Money360
Yeshiva University
QNB
Data sourced from the agency's DesignRush profile
AllianceTek Inc. Reviews & Testimonials
Kristine Wilson Owner at KOMYOON Inc.
5.0★
Cross-Platform Review from Kristine Wilson
I've been working with AllianceTek for over five years, and they have been an invaluable technology partner. They seamlessly took over a complex project from previous vendors and have since played a crucial role in managing both our app and website.Their team is highly knowledgeable, resourceful, and adaptable, with expertise across various platforms. No matter the challenge, they approach each project with patience, professionalism, and a problem-solving mindset. Their ability to listen, provide clear solutions, and ensure smooth execution has made them a trusted extension of our team.Beyond their technical capabilities, what truly sets AllianceTek apart is their commitment to client success. They are responsive, proactive, and consistently go above and beyond to deliver results. I highly recommend them to anyone seeking a reliable, skilled, and collaborative development partner.
Kevin Labianco Founder at Plantrip
5.0★
Mobile App Development Review from Kevin Labianco
We recently worked with AllianceTek regarding an app update, and they were professional, timely, and responsive as usual. Would recommend again!
Ravin Vasani Review from Google
5.0★
Ravin Vasani's Review Sourced from Google
It's been great working in AllianceTek. User friendly working environment, I have learned so many things in this company. Management is very supportive.
Reviews verified by DesignRush and sourced from the agency's profile View All Reviews
At Vention, unparalleled customer care isnt just a promise its our mission. We blend personalized experience, unwavering attention to detail, and a genuine passion for your business, ensuring that every aspect of our collaboration is tailored to your success...
Top Services:
Software Development
Staff Augmentation
Mobile App Development
Software Testing
Web Development
Show more
Location
New York City, New York
Number of Employees
1000 & Up
Average Hourly Rate
$50/hr
Minimal Budget
$25,000 - $50,000
Portfolios Count
15 Projects Listed
Vention Services
Software Development
Staff Augmentation
Mobile App Development
Software Testing
Web Development
Blockchain
AI Development
Cloud Consulting
CRM Consulting
Cybersecurity
Data sourced from the agency's DesignRush profile, its website, and other relevant accounts
IBM
PayPal
Cuvva
Costa Coffee
Memrise
Urban
Tailored Dog Food Delivery
RealVNC
Label on a Cable
ClassPass
Data sourced from the agency's DesignRush profile
Vention Reviews & Testimonials
Lee Tupper CTO at Remotiv (formerly Financial Soundings)
3.8★
Mobile App Development Review from Lee Tupper
Vention has delivered excellent design prototypes and accurate time estimates. The app is still in beta mode, and the partnership with [...] Vention will [continue] until the release of the next version. Vention is a reliable team that offers quality service. (Verified via email)
Jon Wade CTO & Founder at Union54
5.0★
Staff Augmentation Review from Jon Wade
Vention’s efforts allowed the successful development of the product, resulting in new customers. They provided backend developers, business analysts, UI designers, and QA testers to develop our solution. Vention cultivated a seamless partnership through constant updates and a collaborative approach. Overall, their team’s well-rounded expertise was impressive.
AJ Canty CTO and Co-Founder at Primer
5.0★
Web Development Review from AJ Canty
We’ve been working with Vention for quite some time and consider them an extension of our team, rather than an offshore vendor. We needed solid mobile developers to work with our in-house engineers to build our Primer SDKs on both mobile platforms. This was not a trivial thing as it required a lot of cross-functional communication, but the Vention team was up to the challenge. They quickly adopted the best practices we follow at Primer and proved to be effective and proactive.
Reviews verified by DesignRush and sourced from the agency's profile View All Reviews
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
ReceiveProposals
For your project
1
Specify your budget, timeline and project requirements
2
Our experts curate a list of up to 5 most qualified candidate agencies
3
We connect you with them so you can choose the most suitable partner