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 × Government ×Clear Filters
  • Reliable Web Development Company

    HTMLPanda is a leading website development company founded in 2014. With offices in Boston, Walpole & NYC, we have collaborated with clients all over the world. Our cutting-edge web development services include WordPress development, Drupal development, Woocommerce development, Shopify development...

    Top Services:

    • eCommerce Development
    • Web Development
    • WordPress Website Design
    • Software Development
    • UI/UX Design
    • Show more
    Location
    New York City, New York
    Number of Employees
    100 - 249
    Average Hourly Rate
    $20/hr
    Minimal Budget
    $1,000 - $10,000
    Portfolios Count
    27 Projects Listed

    HTMLPanda Services

    • eCommerce Development
    • Web Development
    • WordPress Website Design
    • Software Development
    • UI/UX Design
    • IT Services
    • ERP Consulting
    • CRM Consulting
    • Mobile App Development
    Data sourced from the agency's DesignRush profile, its website, and other relevant accounts
    • Vodafone
    • Coca Cola
    • Necco
    • Intel
    • HP
    • Philips
    • Huawei
    • Motorola
    • Revlon
    • Hindustan Unilever
    Data sourced from the agency's DesignRush profile

    HTMLPanda Reviews & Testimonials

    • Nick Madigan
      Nick Madigan Project Manager at Eliassen Group
      5.0★

      Web Development Review from Nick Madigan

      HTMLPanda has proven to be a reliable technology partner for us. They displayed a clear understanding of our project requirements and offered a suitable solution to meet our needs. Their exceptional expertise and timely project delivery enabled our business to reach a wider target audience. Therefore, we highly recommend connecting with HTMLPanda for any web development requirements.

    • Simon Saval
      Simon Saval Marketing Manager at Jupiter Organic CBD
      5.0★

      eCommerce Development Review from Simon Saval

      We decided to maintain our eCommerce site for smooth operations, improved performance, and maintaining security. We visited different platforms to find the best one to cater to our needs. And finally, we hired HTMLPanda for the same.They worked beyond expectations. Our site is now functioning more efficiently than its previous version. We are happy to partner with such a talented and dedicated team of professionals for our online store maintenance.

    • Andrew Washington
      Andrew Washington Virtual Assistant at JW Business Solutions Ltd
      5.0★

      eCommerce Development Review from Andrew Washington

      To sell our software solutions like antivirus programs, software licenses, and others online and enrich our business reach, we decided to make a website for the same. We found Shopify best for our purpose and hired HTMLPanda to perform website development. Their team did the best work and worked with a strong commitment to fulfill our needs. The eCommerce website has enhanced our business reach and helped increase business revenue. Thank you, guys, for your efforts.

    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
    • Show more
    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
      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
      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
      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
  • DIGITAL. CREATIVITY. EXPERIENCE.

    FULL-CYCLE DESIGN & DEVELOPMENT SOLUTIONS AGENCY...

    Top Services:

    • Web Design
    • Software Development
    • Web Development
    • 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
    16 Projects Listed

    Five Jars Services

    • Web Design
    • Software Development
    • Web Development
    • eCommerce Development
    • SEO
    • UI/UX Design
    • WordPress Website Design
    • CRM Consulting
    • Digital Strategy
    • Mobile App Development
    Data sourced from the agency's DesignRush profile, its website, and other relevant accounts
    • George Washington's Mount Vernon
    • Council for Exceptional Children
    • YMCA of the North
    • Spooky Nook Sports
    • Montana NSF EPSCoR
    • YMCA of Pierce and Kitsap Counties
    • YMCA of Greater Brandywine
    Data sourced from the agency's DesignRush profile

    Five Jars Reviews & Testimonials

    • Jake Mackay
      Jake Mackay Founder at Print Shoppe
      4.7★

      Software Development Review from Jake Mackay

      For quite a long time we took orders by e-mail or personally from customers. It took a lot of time, as we either made layouts by hand or printed them according to the vague requirements of clients. All these difficulties have pushed us to take a step towards the digital transformation of our business. The team of Five Jars has developed a frontend and backend for our web tool to create print layouts. The team is not afraid to take on difficult tasks!

    • Anthony North
      Anthony North Owner at E-learning platform
      5.0★

      Responsive Review from Anthony North

      I was looking for companies that had experience with large educational platforms. There are some really big players in the eLearning market in Five Jars' portfolio, so I trusted their development experience. After all our platform has become more attractive to users. Over the past year, we have noticed a significant increase in daily visits, so much so that we even had to change hosting. Five Jars helped us with that too!

    • Colin Knox
      Colin Knox Founder at Philadelphia Event Producers
      5.0★

      Small Business Review from Colin Knox

      I'm satisfied with the MVP we've done with the Five Jars team. I am currently looking for an investor for this project. I love working with professionals when I don't have to dive into a whole area that I don't know. Working with the Five Jars was a real partnership where the other side fulfilled their obligations without my constant checks.

    Reviews verified by DesignRush and sourced from the agency's profile View All Reviews
  • When You Succeed, We Succeed

    IT Advisors Online (ITAdOn) is a growing team of technology experts who are passionate about helping companies like yours boost their effectiveness. Join ITAdOn today and grow your business. When you succeed, we succeed!...

    Top Services:

    • IT Services
    • Managed Services
    • HR Outsourcing
    • UI/UX Design
    • IT Compliance Solution
    • Show more
    Location
    New York City, New York
    Number of Employees
    Under 49
    Average Hourly Rate
    $10/hr
    Minimal Budget
    Under $1,000
    Portfolios Count
    1 Project Listed

    ITAdOn IT Solutions Services

    • IT Services
    • Managed Services
    • HR Outsourcing
    • UI/UX Design
    • IT Compliance Solution
    • Cybersecurity
    • Cloud Consulting
    • Phone Answering Services
    • Staff Augmentation
    • CRM Consulting
    Data sourced from the agency's DesignRush profile, its website, and other relevant accounts
    • AI Industry
    • HR Industry
    • Hardware & Networking Industry
    Data sourced from the agency's DesignRush profile

    ITAdOn IT Solutions Reviews & Testimonials

    • Riel
      Riel Review from Google
      5.0★

      Riel's Review Sourced from Google

      I've had my ups and downs hiring various IT professionals to assist in our tech operations. A trusted friend recommended this firm, and since then, I haven't looked back. Dealing with ITAdOn has been delightful; they have been our most reliable partner so far, and no provider I've ever hired has come close in terms of responsiveness, accountability, and professionalism.I've achieved great results with them, receiving fantastic IT support and meeting our recruiting needs. Huge thanks to the ITAdOn team for helping us scale our business.

    • Donald Romeo
      Donald Romeo Review from Google
      5.0★

      Donald Romeo's Review Sourced from Google

      I have been very satisfied with the IT Support we have received from ITAdOn. ITAdOn has helped us build a secure IT infrastructure that gives us peace of mind (especially where there are a lot of cybersecurity and ransomware risks nowadays). Every staff member is very competent, responsive, and easy to work with. They treat us like their own and do whatever it takes to properly get the job done. The team members at ITAdOn are truly the professionals you want on your team helping you out when your technology snags an issue. Knowing I can rely on them, they are our go-to IT support company here in Philadelphia! I highly recommend them.

    • Cameron Anchondo
      Cameron Anchondo Review from Google
      5.0★

      Cameron Anchondo's Review Sourced from Google

      ITAdOn has been managing our IT infrastructure for the last few months and we couldn’t be happier. The technical support team is very responsive and extremely knowledgeable. I feel great that our network, server, and our workstations are up to date and running smoothly. They recently upgraded our workstations to Windows 11 which was effortless on our end and everything is working seamlessly. Very happy with their service.

    Reviews verified by DesignRush and sourced from the agency's profile View All Reviews
  • The Technology Edge Your Business Deserves

    At Wildnet Edge, we combine AI-first thinking with deep product engineering expertise to build future-ready software for startups, mid-size firms, and global enterprises. Backed by Wildnet Technologies 19+ year legacy, our developers specialize in AI-native, scalable, and performance-driven systems...

    Top Services:

    • Software Development
    • Mobile App Development
    • eCommerce Development
    • DevOps Consulting
    • AI Development
    • Show more
    Location
    New York City, New York
    Number of Employees
    250 - 499
    Average Hourly Rate
    $25/hr
    Minimal Budget
    Under $1,000

    Wildnet Edge Services

    • Software Development
    • Mobile App Development
    • eCommerce Development
    • DevOps Consulting
    • AI Development
    • IoT
    • CRM Consulting
    • ERP Consulting
    • UI/UX Design
    • Web Development
    Data sourced from the agency's DesignRush profile, its website, and other relevant accounts
    • Air India Express
    • Eureka Forbes
    • Amway
    • Hitachi
    Data sourced from the agency's DesignRush profile

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Every agency is independently vetted before it can be listed or ranked

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Agencies vetted
126,194+
2

Portfolio Review

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
5

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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