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. 

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 × Dental ×Clear Filters
  • Empat

    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
      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
      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
      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
  • eSEOspace

    VerifiedVerified by the DesignRush team for authenticity and credibility.Award WinnerRecipient of a Best Design Award for outstanding work.

    Custom Website Design Company. Local US-based team! We Preserve & Optimize your SEO in the Process

    Services We Offer: Software, Web Applications. We have 15+ years of experience designing and developing websites and software from scratch. Our background and emphasis in behavior science allows us to creatively design websites and software systems to convert. Call us at: (916) 866-7893 for a quote!...

    Top Services:

    • Web Design
    • Web Development
    • WordPress Website Design
    • eCommerce Development
    • SEO
    • Show more
    Location
    New York City, New York
    Number of Employees
    Under 49
    Average Hourly Rate
    $100/hr
    Minimal Budget
    $10,000 - $25,000
    Portfolios Count
    32 Projects Listed

    eSEOspace Services

    • Web Design
    • Web Development
    • WordPress Website Design
    • eCommerce Development
    • SEO
    • Graphic Design
    • Mobile App Development
    • CRM Consulting
    • Software Testing
    Data sourced from the agency's DesignRush profile, its website, and other relevant accounts
    • Executive Partners
    • Atlantic Partners Corp
    • Canyon Plastics
    • J Allen Fabrics
    • onePRgroup
    • The Sleep Nest
    • EdgeCTP
    • Consultants in Corporate Innovation
    • CalMuni Advisors
    • Avitasen
    Data sourced from the agency's DesignRush profile

    eSEOspace Reviews & Testimonials

    • Muriell Carlisle, LMHC, RAS, C.H.T.
      Muriell Carlisle, LMHC, RAS, C.H.T. Owner at Counseling Oregon, LLC
      5.0★

      Web Design Review from Muriell Carlisle, LMHC, RAS, C.H.T.

      I just want to express my deepest gratitude for all of your help. I can't tell you enough how much I LOVE the website. I think it's so beautiful, professional and elegant. I think it's one of the best therapist's website[s] on the market. :) Thanks to Jeanette and [the] rest of the team for their creativity and neat work and Irina for her incredible knowledge about SEO and resources! You guys rock! (Verified via email)

    • Alyssa Brenke
      Alyssa Brenke Marketing Manager at Cole Industrial, Inc.
      4.8★

      Web Design Review from Alyssa Brenke

      Specifically, working with Ben was amazing! He was incredibly responsive and answered all my questions throughout the process of updating our website. Our original site was built roughly a decade ago (or longer) so we were in need of some streamlining and modernization. The team did just that and quickly! The first iteration was spot on for what we were looking for. Not to mention, they were able to launch quickly and without any interruption to our daily operations. Would 100% recommend [it]!

    • George Shvaya CEO at Pocket Deals
      5.0★

      Web Design Review from George Shvaya

      Irina and Ben from [eSEOspace] were a dream to work with! Not only did they turn[...]around work quickly, but their attention to detail is fantastic, as is their regular communication. I will definitely be reaching out to [eSEOspace] again in the future with more work! (Verified via email)

    Reviews verified by DesignRush and sourced from the agency's profile View All Reviews
  • 10+ Years of experience, $30M+ In managed ad spend, 100+ Success Stories

    Aimers is a B2B SaaS marketing agency helping SaaS and tech companies turn ad spend into qualified pipeline, not just clicks or leads...

    Top Services:

    • CRO
    • PPC
    • Digital Marketing
    • Social Media Marketing
    • Direct Marketing
    • Show more
    Location
    New York City, New York
    Number of Employees
    50 - 99
    Minimal Budget
    $1,000 - $10,000
    Portfolios Count
    8 Projects Listed

    Aimers Services

    • CRO
    • PPC
    • Digital Marketing
    • Social Media Marketing
    • Direct Marketing
    • Web Design
    • CRM Consulting
    • AI Development
    Data sourced from the agency's DesignRush profile, its website, and other relevant accounts
    • Automattic
    • Mixpanel
    • SaaStr
    • Originality.ai
    • TuxCare
    • ShipBob
    • ScraperAPI
    • Uppbeat
    • Demio
    • Silicon Valley Innovation Center
    Data sourced from the agency's DesignRush profile

    Aimers Reviews & Testimonials

    • Anastasiia Kuten'
      Anastasiia Kuten' Department Manager - Marketing & Partnerships at Cloudvisor
      5.0★

      PPC Review from Anastasiia Kuten'

      Working with Aimers has been a real game-changer for us. They helped us restructure our campaigns across Google, LinkedIn, and Meta Ads, making sure we weren't just getting leads but the right ones. From the start, they focused on aligning our PPC efforts with the full funnel, integrating HubSpot conversions, and optimizing for quality instead of volume. On top of that, their landing page design and banner creatives gave us a consistent, high-performing presence across channels. Thanks to their strategic approach, we've seen a significant boost in pipeline quality, with more opportunities and stronger conversion rates. Aimers team really took the time to understand how to tie performance back to our specific business outcomes. They are a great partner for any business looking to grow smarter - highly recommended!

    • Sebastian Buckeridge Marketing Manager at Upper Hand
      5.0★

      CRO Review from Sebastian Buckeridge

      Working with Aimers on Conversion Rate Optimization has been a game-changer for our business. Their team brought a data-driven approach through A/B testing, CRO best practices, and in-depth heatmap analysis, which led to a significant increase in both our lead conversions and on-page engagement. They not only identified areas for improvement but also implemented solutions that delivered measurable results. Love their Work!

    • Yevgeniya Davydov
      Yevgeniya Davydov Marketing Director at ReliableSite
      5.0★

      Google Ads Review from Yevgeniya Davydov

      My company was looking for someone to help create and manage Google ads campaigns. We started with almost no data and now have several campaigns running (including images they designed). Aimers has a great team who gives your project lots of attention and takes feedback seriously. I work directly with Yulia, who keeps track of all the details of our campaigns and communicates new information clearly. They have suggestions every single week on how to improve our ads and work hard to stay at or under our budget. Any changes are always backed by data or explanations from their experiences. Highly recommend them for Google ads.

    Reviews verified by DesignRush and sourced from the agency's profile View All Reviews
  • Excellence In Simplicity

    Bridging the gap between business vision and technology, Check4Tech creates tailored digital solutions for business that simplify operations, improve efficiency, and drive growth...

    Top Services:

    • Software Development
    • UI/UX Design
    • Web Development
    • Mobile App Development
    • AI Development
    • Show more
    Location
    Mastic Beach, New York
    Number of Employees
    Under 49
    Average Hourly Rate
    $100/hr
    Minimal Budget
    $1,000 - $10,000
    Portfolios Count
    1 Project Listed

    Check4Tech Corp Services

    • Software Development
    • UI/UX Design
    • Web Development
    • Mobile App Development
    • AI Development
    • Software Testing
    • IT Compliance Solution
    • Cloud Consulting
    • CRM Consulting
    • Big Data Analytics
    Data sourced from the agency's DesignRush profile, its website, and other relevant accounts
    • Shirley Community Ambulance
    • Check4Tech Frontline
    • Gburmester
    Data sourced from the agency's DesignRush profile
  • Marketing & Web Development Agency in US & Canada.

    O2 Media LLC offers comprehensive digital marketing solutions in New York, USA, including graphic design (logo, UI/UX, marketing), digital marketing (PPC, email, social media), development (mobile app, web, CRM), and New York SEO services (local, e-commerce, GMB optimization). Their focus is on elevating...

    Top Services:

    • eCommerce Development
    • Web Development
    • SEO
    • PPC
    • eCommerce
    • Show more
    Location
    New York City, New York
    Number of Employees
    50 - 99
    Average Hourly Rate
    $45/hr
    Minimal Budget
    $1,000 - $10,000
    Portfolios Count
    2 Projects Listed

    O2 Media LLC Services

    • eCommerce Development
    • Web Development
    • SEO
    • PPC
    • eCommerce
    • Digital Marketing
    • CRM Consulting
    • Digital Services
    • Web Design
    • WordPress Website Design
    Data sourced from the agency's DesignRush profile, its website, and other relevant accounts
    • Rusty Anchor Mount Dora
    • People Driving
    • Lush Spaw
    Data sourced from the agency's DesignRush profile
  • Your Trusted Software Development Company In USA

    Elite Web Pro is a leading custom software development company in the USA with decades of experience in delivering perfectly aligned solutions to your business needs. Powered by the latest technology and tools, our experts will make sure your business runs 24/7 smoothly without any kind of disruption. Whether...

    Top Services:

    • Creative Services
    • Web Development
    • SEO
    • Social Media Marketing
    • Content Marketing
    • Show more
    Location
    New York City, New York
    Number of Employees
    Under 49
    Average Hourly Rate
    $50/hr
    Minimal Budget
    $1,000 - $10,000
    Portfolios Count
    1 Project Listed

    Elite Web Pro Services

    • Creative Services
    • Web Development
    • SEO
    • Social Media Marketing
    • Content Marketing
    • PPC
    • Software Development
    • Mobile App Development
    • CRM Consulting
    • ERP Consulting
    Data sourced from the agency's DesignRush profile, its website, and other relevant accounts
    • Arobotic
    • Asian Kitchen
    • Authentic E-Learning
    Data sourced from the agency's DesignRush profile
  • Systems That Help Businesses Scale

    LCGraphics helps small and service-based businesses turn their websites into lead-generating machines. We specialize in fast, high-converting designs, mobile optimization, and SEO-focused builds that dont just look good but actually drive calls, bookings, and revenue...

    Top Services:

    • Web Design
    • Web Development
    • eCommerce Development
    • UI/UX Design
    • Software Development
    • Show more
    Location
    Cortland, New York
    Number of Employees
    Under 49
    Average Hourly Rate
    $99/hr
    Minimal Budget
    Under $1,000

    LCGraphics LLC Services

    • Web Design
    • Web Development
    • eCommerce Development
    • UI/UX Design
    • Software Development
    • Mobile App Development
    • CRM Consulting
    • SEO
    • Branding
    • Logo Design
    Data sourced from the agency's DesignRush profile, its website, and other relevant accounts
    • Proline Pressure Washing
    • All Good LLC
    • BigBerm Threads
    • Faithful Transport
    • Precision Pressure Washing
    • Choosing Her Collective
    Data sourced from the agency's DesignRush profile

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We verify businesses and reviewer LinkedIn profiles for integrity.

Agencies vetted
126,225+
2

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We review agency work, case studies, and results to confirm skill.

Applicants rejected
49%
3

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We monitor listings regularly; outdated agencies are removed.

Agencies verified
7

Some agencies pay for sponsored placement, clearly labeled and held to the same vetting standards.

See how rankings and monetization work.

Frequently Asked Questions

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. 

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