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.
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
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
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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