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.
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Build Intelligent Apps for Web, Mobile, Data, AI and Cloud
Azumo helps businesses build intelligent apps by providing top-tier developers skilled in AI, data engineering and enterprise web & mobile applications. Our expertise has earned the trust of industry leaders like Facebook, Twitter, Discovery, Zynga, and NCSoft...
Top Services:
AI Development
Software Development
Staff Augmentation
Mobile App Development
Big Data Analytics
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Location
New York City, New York
Number of Employees
100 - 249
Average Hourly Rate
$55/hr
Minimal Budget
$50,000 & Up
Portfolios Count
9 Projects Listed
Azumo Services
AI Development
Software Development
Staff Augmentation
Mobile App Development
Big Data Analytics
DevOps Consulting
Cloud Consulting
Data sourced from the agency's DesignRush profile, its website, and other relevant accounts
Discovery Channel
Meta
Zynga
Jostens
Assembled Brands
NGL
NCSoft
Twitter
Horoscope.com
Bento
Data sourced from the agency's DesignRush profile
Azumo Reviews & Testimonials
Michael S. Director at Software Development Company
5.0★
Software Development Review from Michael S.
We selected Azumo to develop our software. We transitioned from another development company, so Azumo was initially responsible for migrating our existing code and environments. We are currently still working with Azumo as our nearshore software development team on adding new items to our software.
Anonymous CTO at Healthcare Company
5.0★
UI/UX Design Review from Anonymous
Azumo helped us migrate our existing UIs into a new framework, creating reusable components and the infrastructure needed for future development. The developer they assigned became a seamless part of our team, always punctual, responsive, and a great fit overall.
Anonymous VP Product & Engineering at Sales & Mktg Software Company
5.0★
Software Development Review from Anonymous
Thanks to Azumo’s work, our product is now more scalable, optimized, and ready for a growing user base. Their team has managed the engagement effectively, keeping us updated and addressing any challenges along the way. We’ve appreciated their constant availability and proactive communication.
Reviews verified by DesignRush and sourced from the agency's profile View All Reviews
Mobile and software app development executed with perfection!
TVISHA is a dynamic technology company that envisions and crafts innovative digital solutions. With an unwavering commitment to excellence, we stand as a trusted partner on the forefront of technological evolution especially mobile and publishing app development...
Top Services:
Mobile App Development
Web Design
Software Development
AI Development
eCommerce Development
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Location
Ossining, New York
Number of Employees
100 - 249
Average Hourly Rate
$10/hr
Portfolios Count
5 Projects Listed
Tvisha Technologies Services
Mobile App Development
Web Design
Software Development
AI Development
eCommerce Development
CRM Consulting
Cloud Consulting
Blockchain
Software Testing
Data sourced from the agency's DesignRush profile, its website, and other relevant accounts
LIPI INC
LOHAA WORLD TRADE LINKS PVT LTD
Quadgen Wireless Solutions
NCC Ltd
STYRAX PHARMA PVT. LTD
UCCHVAS
Sodlan Tech Pvt. Ltd
ProSapiens HR Solutions
The Institute of Health Systems
NARESH IT TECHNOLOGIES
Data sourced from the agency's DesignRush profile
Tvisha Technologies Reviews & Testimonials
Salma Pathan Marketing Head at Time Dynamo
5.0★
Software Development Review from Salma Pathan
The platform is incredibly easy to use, with a design that makes managing projects, allocating resources, and collaborating with our team a breeze. What I appreciate most is the peace of mind knowing that our sensitive data is secure, thanks to Tvisha's strong focus on security and reliability. This software has truly helped us streamline our operations, and I highly recommend it to any organization looking to enhance their workflow.
Enosh Babu Billa Marketing analyst at API Exchange
5.0★
Software Development Review from Enosh Babu Billa
We recently had the pleasure of collaborating with tvisha on a complex software development project, and the experience was exceptional from Start to finish
Abhilas H Head of Marketing at Home Fleet
5.0★
Mobile App Development Review from Abhilas H
Tvisha Technologies Inc can potentially optimize Mobile / website development project management practices, enhance client satisfaction, and achieve even greater success in their future endeavors.
Reviews verified by DesignRush and sourced from the agency's profile View All Reviews
Chimpare is a Global Leading Software Development Agency
We are a digital agency that provides end-to-end solutions to startups and enterprises alike, including Mobile App Development, Web Development, Software Development, AR/VR Development, Game Development and Blockchain Development Services...
Top Services:
Mobile App Development
VR/AR
AI Development
Web Development
Software Development
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Location
New York City, New York
Number of Employees
Under 49
Average Hourly Rate
$40/hr
Minimal Budget
$10,000 - $25,000
Portfolios Count
33 Projects Listed
Chimpare Designs Services
Mobile App Development
VR/AR
AI Development
Web Development
Software Development
Blockchain
IoT
UI/UX Design
CRM Consulting
Data sourced from the agency's DesignRush profile, its website, and other relevant accounts
IT Industry
Small Business Industry
Fintech Industry
Data sourced from the agency's DesignRush profile
Chimpare Designs Reviews & Testimonials
Jamie Flett Marketing Manager at Clarion Communication Management
5.0★
UI/UX Design Review from Jamie Flett
Chimpare Design Lab helped us with a UI/UX research process, which included in-person interviews where they walked users through unboxing, connecting, and using the features of our smart air conditioner. From there, the team took the findings and produced a report for us to make improvements to our app and increase our activation rates. In addition to the report, Momentum Design Lab also redesigned some parts of our app using Figma.The project required a very iterative process, so we required more than one discovery call to get started. In fact, they didn't just work with me; we also integrated our consumer marketing insights team to identify participants. We also collaborated with them to figure out how to recruit the right users based on our target customer profiles.
Phil Smith Agency Managing Director at The Mixx
5.0★
Mobile App Development Review from Phil Smith
Create a mini CRM that is app based that the sales person will use. This will also allow a sales manger to log in on the web or desktop and see the activity of the sales person. Helps create action items for each new potential referral partner that is entered into the system.Send post cards through the app Send videos Reporting function on activity levels Creates reminders Allows multiple ways to reach out and touch a prospect to stay in front of the prospect. Must be able to receive payments. Provide a back end system that an admin can access. Many other details
Piera Musselli Undisclosed at Undisclosed
5.0★
Mobile App Development Review from Piera Musselli
Great service from start to finish. The team are very knowledgable, helpful and are negotiable on price which is great. I had an app development for just £400 for IOS devices and in my opinion it is some of the best design and features i have seen on any new app.
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
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