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.
Driving Change Through Technology - Apps, Ecommerce, Staff Aug, BPO, Next Gen Tech and more!
We are the nerds that every company wants in their tech division; experience, innovative and imaginative to the core!With more than 200 innovative software products and solution delivered, Trango Tech is the go-to digital powerhouse for businesses of all sizes looking to grow. We offer cutting edge...
Top Services:
Software Development
Mobile App Development
eCommerce Development
AI Development
Web Design
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Location
New York City, New York
Number of Employees
100 - 249
Portfolios Count
17 Projects Listed
Trango Tech Services
Software Development
Mobile App Development
eCommerce Development
AI Development
Web Design
CRM Consulting
Data sourced from the agency's DesignRush profile, its website, and other relevant accounts
Khaity
Shifaam
KIA
Click N Kollect
Helpp
Matchbox
OAKS
Data sourced from the agency's DesignRush profile
Trango Tech Reviews & Testimonials
Ashleigh J. Shim Founder at Barefoot Player
5.0★
Mobile App Development Review from Ashleigh J. Shim
Jane Miller and her team at Trango Tech have been phenomenal. They design a detailed and curated plan for your app design and development. I liked that Jane always made herself available to ensure the success of our company's app. Thank you Jane!
Fren D. Garcia Procurement Manager at ClicknCollect
4.8★
Mobile App Development Review from Fren D. Garcia
Had a fantastic experience working with Trango Tech for our eCom & app development needs. Their expertise in creating scalable and customized online stores was evident from the beginning. They provided valuable insights and suggestions that significantly improved my website's functionality and user experience. The Trango Tech team was responsive, communicative, and dedicated to meeting our specific needs. I'm thrilled with the end result and would highly recommend Trango Tech to anyone.
David V. Ringer Marketing Manager at Helpp
4.8★
Mobile App Development Review from David V. Ringer
The team at Trango Tech was very communicative and kept me informed throughout the entire development process. They provided regular updates on the progress of the project and were always available to answer any questions I had. They were very patient with my requests and made sure that my requirements were met to my satisfaction.
Reviews verified by DesignRush and sourced from the agency's profile View All Reviews
The App Founders is a recognized leader in the mobile app development industry that excels in building mobile apps to upscale your business and bolster your customer retention rate. Well transform your idea into a market-ready application on schedule and within budget...
Top Services:
Mobile App Development
Software Development
eCommerce Development
Product Design
CRM Consulting
Show more
Location
New York City, New York
Number of Employees
100 - 249
Average Hourly Rate
$70/hr
Minimal Budget
$10,000 - $25,000
Portfolios Count
16 Projects Listed
The App Founders Services
Mobile App Development
Software Development
eCommerce Development
Product Design
CRM Consulting
ERP Consulting
VR/AR
Blockchain
Cloud Consulting
Data sourced from the agency's DesignRush profile, its website, and other relevant accounts
Airhme
Bally
Rideo
Your Wish On
Dragon Force Ninja
Tamkeen Care
Color Jumper
Stacker Cracker
Data sourced from the agency's DesignRush profile
The App Founders Reviews & Testimonials
Dustin Wheeler Review from Google
5.0★
Dustin Wheeler's Review Sourced from Google
it was such a pleasure working with App Founders and just how easy and professional they were. I quickly realized how the industry is full of thirsty, needy bots and scammers I’m trying to get your attention, but tons of unsolicited phone calls and texts. Dealing with these guys was a breath of fresh and definitely showed up in value above all the rest.
Munna Alam Review from Google
5.0★
Munna Alam's Review Sourced from Google
Got to say, The App Founders really impressed me! They totally nailed the design for my mobile game. Can't wait to team up with them again to make and promote the game. Definitely recommending them to anyone looking for top-notch game development services!
berry paul Review from Google
5.0★
berry paul's Review Sourced from Google
The App Founders is able to develop console games and deliver them on time. I have worked with them for a year now and they have never missed a deadline, which is important to me as a developer. The team is friendly, knowledgeable and always willing to help if you need anything.
Reviews verified by DesignRush and sourced from the agency's profile View All Reviews
UNL Solutions is a UK-based Dedicated Software Development Center providing tailored software and mobile solutions for companies of all sizes. With access to 150+ IT professionals, we build dedicated teams that integrate with client processes and operate across the UK, Europe, and the USA. We support...
Top Services:
Software Development
Mobile App Development
IoT
Software Testing
IT Services
Show more
Location
New York City, New York
Number of Employees
100 - 249
Average Hourly Rate
$37/hr
Minimal Budget
$10,000 - $25,000
UNL Solutions Ltd. Services
Software Development
Mobile App Development
IoT
Software Testing
IT Services
Staff Augmentation
Cybersecurity
Web Development
Digital Services
CRM Consulting
Data sourced from the agency's DesignRush profile, its website, and other relevant accounts
Ascenz Marorka
15Gifts
Kvikna
Corevist
Adyax
Solhea
Fidectus
Sharebike
BioRails
Nexxchange
Data sourced from the agency's DesignRush profile
UNL Solutions Ltd. Reviews & Testimonials
Elena Sporrer Review from Google
5.0★
Elena Sporrer's Review Sourced from Google
Our collaboration with UNL has started a year ago as we were searching for a Frontend Developer for one of our projects. Apart from the fact that they helped us to find a really good and knowledgeable specialist, we also enjoyed our end-to-end collaboration. UNL team was always responsive, flexible, and highly professional, whether it was related to interview process or ongoing topics like invoicing, regular feedback consolidation, etc. We would definitely consider using their services in the future again.
Jan Tore Endresen Review from Google
5.0★
Jan Tore Endresen's Review Sourced from Google
UNL contacted us for more than a year ago and offered us a development team to drive the development of an Asset Management application based on Google Cloud and with a reactive native app for end users. We are happy to confirm the cooperation has been structured, efficient and constructive. UNL responds quickly, offers reasonable rates and speaks good english. We do recommend UNLs services to other potential clients./Jan Tore Endresen (CEO)ShareBike
Ramuelle Antonetti Review from Google
5.0★
Ramuelle Antonetti's Review Sourced from Google
The team at UNL Solutions worked on our project for over a year. They are professional, knowledgable and just a pleasure to have worked with. If you are looking to outsource your project, UNL Solutions is a great full stack software development house with Java, RoR and .Net expertise (of course for the back-end), UX/UI and all modern javascript frameworks for front-end. We visited them in Loughborough and left with a very good impression of their outfit, their employees and their leadership. Highly recommend. A++++ experience.
Reviews verified by DesignRush and sourced from the agency's profile View All Reviews
Appicoders builds high-performance mobile and web applications designed to accelerate business growth. With expertise in strategy, design, and development, we create scalable digital experiences that drive engagement and deliver measurable results...
Top Services:
Digital Services
Branding
eCommerce Development
IoT
AI Development
Show more
Location
New York City, New York
Number of Employees
100 - 249
Average Hourly Rate
$100/hr
Minimal Budget
Under $1,000
Portfolios Count
1 Project Listed
Appicoders Services
Digital Services
Branding
eCommerce Development
IoT
AI Development
Mobile App Development
CRM Consulting
ERP Consulting
Staff Augmentation
IT Services
Data sourced from the agency's DesignRush profile, its website, and other relevant accounts
As a trusted Salesforce Implementation Partner, Pletra Technologies empowers businesses to achieve seamless digital transformation and sustainable growth. Backed by 70+ successful Salesforce implementations worldwide, our certified experts deliver end-to-end consulting and deployment solutions across Sales...
Top Services:
Web Development
Mobile App Development
CRM Consulting
ERP Consulting
eCommerce Development
Show more
Location
New York City, New York
Number of Employees
50 - 99
Average Hourly Rate
$25/hr
Minimal Budget
Under $1,000
Pletra Technologies Services
Web Development
Mobile App Development
CRM Consulting
ERP Consulting
eCommerce Development
Data sourced from the agency's DesignRush profile, its website, and other relevant accounts
Nutani
Orange
Region of Peel
Viptela
Cloud Synaps
Driscolls
Gravity Infosolutions
KVP
Transfunnel
Vmware
Data sourced from the agency's DesignRush profile
Pletra Technologies Reviews & Testimonials
PRAFFUL DANDARE Review from Google
5.0★
PRAFFUL DANDARE's Review Sourced from Google
Pletra Tech is a great place to work as a Salesforce Developer. The team is supportive, management is approachable, and there are good opportunities to learn and grow. It has helped me improve my technical and problem-solving skills significantly.
Devesh Mandalkar Review from Google
5.0★
Devesh Mandalkar's Review Sourced from Google
Great experience working at Pletra Technologies. The team is supportive, and the work environment is very positive and growth-oriented. It’s a great place to learn and enhance your skills, especially in Salesforce and modern technologies. Management is approachable, and there are good opportunities for career development.
Esha D Review from Google
4.0★
Esha D's Review Sourced from Google
Had a really good experience with Pletra Technologies. The team is supportive, and the work environment is great for learning and growth. I got good exposure to real-time work, which helped me build my skills and confidence.Overall, a great place to start your career and learn practical industry knowledge.
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
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