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.
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
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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 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 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 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
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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
FULL-CYCLE DESIGN & DEVELOPMENT SOLUTIONS AGENCY...
Top Services:
Web Design
Software Development
Web Development
eCommerce Development
SEO
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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 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 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 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
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
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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 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 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 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
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
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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