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 × Publishing ×Clear Filters
  • 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
  • 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
    • Show more
    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
      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
      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
      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
    • Show more
    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
      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
      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
      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
  • Performance Driven. Decision Led.

    We are Salesforces #1 Choice to Deliver Outstanding Data Cloud Projects to their Customers...

    Top Services:

    • Cloud Consulting
    • CRM Consulting
    • Big Data Analytics
    • Managed Services
    • Mobile App Development
    • Show more
    Location
    New York City, New York
    Number of Employees
    100 - 249
    Average Hourly Rate
    $1/hr
    Minimal Budget
    $1,000 - $10,000
    Portfolios Count
    1 Project Listed

    Decision Foundry Services

    • Cloud Consulting
    • CRM Consulting
    • Big Data Analytics
    • Managed Services
    • Mobile App Development
    Data sourced from the agency's DesignRush profile, its website, and other relevant accounts
    • Salesforce
    • Ferrari
    • Pepsico
    • Unisys
    Data sourced from the agency's DesignRush profile

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

Applicants rejected
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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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