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 × Social Networks ×Clear Filters
  • Empat

    VerifiedVerified by the DesignRush team for authenticity and credibility.

    Full-cycle software development powerhouse

    Since 2013, we've delivered 300+ digital products across 17 countries, empowering brands like Porsche, Panasonic, Transparency International, Heinemann, CBRE, and dozens of ambitious startups and scaleups...

    Top Services:

    • Mobile App Development
    • Software Development
    • Staff Augmentation
    • AI Development
    • Web Development
    • Show more
    Location
    New York City, New York
    Number of Employees
    100 - 249
    Average Hourly Rate
    $45/hr
    Minimal Budget
    $25,000 - $50,000
    Portfolios Count
    24 Projects Listed

    Empat Services

    • Mobile App Development
    • Software Development
    • Staff Augmentation
    • AI Development
    • Web Development
    • IoT
    • Managed Services
    • VR/AR
    • CRM Consulting
    • DevOps Consulting
    Data sourced from the agency's DesignRush profile, its website, and other relevant accounts
    • Porsche
    • Heinemann Duty-Free
    • Panasonic
    • Obimy
    • CBRE
    • Restream
    • FuelFinance
    • Transparency International
    Data sourced from the agency's DesignRush profile

    Empat Reviews & Testimonials

    • Angie Tromley-Morales, PMP
      Angie Tromley-Morales, PMP CEO at House Caddy
      5.0★

      Mobile App Development Review from Angie Tromley-Morales, PMP

      We hired Empat to design and build the MVP of House Caddy, a household management app that keeps receipts, warranties, manuals, and repair history in one place, with reminders for expiring warranties and maintenance. The product also helps homeowners prepare a full digital home history for future property transfers.Empat delivered end-to-end work: discovery, UX/UI design, Flutter mobile development, and a Python backend. They implemented a clear flow where users first create home appliances/systems and then attach documents and repairs to each item.A major highlight was Empats AI expertise. AI features simplify the entire user journey by auto-filling appliance details from photos/docs/links, assisting with utility provider setup, and importing contacts to speed up adding contractors. This reduced manual input and made onboarding fast and intuitive.Communication was excellent, with proactive brainstorming, clear sprint updates, and on-time delivery. The MVP is market-ready, early feedback is very positive, and Empat proved to be a reliable, product-driven partner with strong mobile, backend, and AI capabilities.

    • Vitalii Drach
      Vitalii Drach CEO at RD2
      5.0★

      Mobile App Development Review from Vitalii Drach

      We collaborated with this team to develop custom software for tracking our client base and analyzing performance metrics. The solution allows us to monitor client success in real time, visualize key trends, and make data-driven marketing decisions.The Empat team was professional, communicative, and highly attentive to our needs. They quickly understood our workflow and created a system thats both intuitive and scalable. Thanks to their work, weve streamlined our internal processes and gained much better visibility into our clients results.Were very satisfied with the outcome and would definitely recommend Empat to anyone looking for a reliable software development partner.

    • Namik Abdulzade
      Namik Abdulzade cto at Paymonix
      5.0★

      Software Development Review from Namik Abdulzade

      Collaborating with this team has been exceptional from beginning to end. They quickly grasped our goals and delivered a scalable, high-quality payment platform with seamless integrations and an intuitive interface. Their technical skill, attention to detail, and proactive communication kept everything running smoothly and transparently.We were particularly impressed by their ability to manage complex requirements, build strong analytics, and design a checkout experience that fits our brand perfectly. The project was delivered on schedule, surpassed expectations, and has already made a meaningful impact on our operations.We confidently recommend this team to anyone seeking a reliable, talented, and forward-thinking development partner.

    Reviews verified by DesignRush and sourced from the agency's profile View All Reviews
  • Software, App & Ecommerce Development Company

    VT Netzwelt is a global software development company founded in 2013, delivering custom software, mobile apps, ecommerce, plus AI solutions for mid market and enterprise clients worldwide...

    Top Services:

    • Software Development
    • eCommerce Development
    • Web Development
    • Mobile App Development
    • IT Services
    • Show more
    Location
    New York City, New York
    Number of Employees
    100 - 249
    Average Hourly Rate
    $50/hr
    Minimal Budget
    $50,000 & Up
    Portfolios Count
    15 Projects Listed

    VT Netzwelt Services

    • Software Development
    • eCommerce Development
    • Web Development
    • Mobile App Development
    • IT Services
    • Product Design
    • AI Development
    • IoT
    • CRM Consulting
    • DevOps Consulting
    Data sourced from the agency's DesignRush profile, its website, and other relevant accounts
    • Belle Medical
    • EJ Menswear
    • SparkFive
    • MindSurf
    • Patient Pal
    • Shazam
    • GFK
    • Offerista
    • RedQuanta
    • Barcoo
    Data sourced from the agency's DesignRush profile

    VT Netzwelt Reviews & Testimonials

    • Clifford Tindell
      Clifford Tindell Business Founder & Wellness Consultant at Core Direction
      5.0★

      Software Development Review from Clifford Tindell

      VTNETZWELT offers development services for a Health, Wellness & Fitness company. They provide high-grade developers and SDETs that primarily work on .NET, With VTNETZWELT, the company has grown their footprint with every end client, indicating an excellent service. The team provides a dedicated delivery manager who is responsive to all issues and queries. Their understanding of the business and project goals is commendable. They are always open to new projects and ideas. They work well with a team."

    • David An
      David An Strategic Account Manager at Think to Share IT Solutions Pvt. Ltd
      5.0★

      Mobile App Development Review from David An

      An entertainment services firm hired VT Netzwelt to design and create a Flutter mobile application. Our team generated concepts, preliminary designs, and mock-ups for approval following the completion of the discovery process.

    • Stephanie Stimac
      Stephanie Stimac Web Platform PM & Developer Advocate at Igalia
      5.0★

      Mobile App Development Review from Stephanie Stimac

      VT Netzwelt was hired by an edtech company to improve and resolve issues within their mobile app. Their responsibilities include code refactoring, bug testing, and implementing backend improvements.

    Reviews verified by DesignRush and sourced from the agency's profile View All Reviews
  • Subscription based, Software Engineering.

    At Levisoft, we combine advanced AI tools with expert oversight to deliver complex software solutions at twice the speed. Our MIT-certified tech leads and developers ensure accuracy, efficiency, and security, while dedicated project managers and industry-specific consultants facilitate seamless integration...

    Top Services:

    • AI Development
    • Mobile App Development
    • Software Development
    • Web Design
    • UI/UX Design
    • Show more
    Location
    New York City, New York
    Number of Employees
    Under 49
    Average Hourly Rate
    $65/hr
    Minimal Budget
    $25,000 - $50,000

    Levisoft.io Services

    • AI Development
    • Mobile App Development
    • Software Development
    • Web Design
    • UI/UX Design
    • Web Development
    • ERP Consulting
    • CRM Consulting
    • Cybersecurity
    • Cloud Consulting
    Data sourced from the agency's DesignRush profile, its website, and other relevant accounts
    • Universidad Iberoamericana
    • UJET
    • Icaarus Flight Solutions
    • Ideabitat Dream Builders
    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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