The Best CRM Consulting Companies

List of the Best CRM Consulting Companies

Looking for a top CRM company?

Customer relationship management (CRM) consultants manage your company's relationships and interactions with customers. A good CRM consulting company can take your company to the next level and beyond.

That's why we've created this list of the best CRM consultants for you to review. Read through company descriptions, former clients, and notable projects to find the best fit for your business.

  • 1

    Bluewolf

    Bluewolf is a global Salesforce consulting agency based in New York, with offices in San Francisco, Boston, Atlanta, and London. Founded in 2000, their team of about 1,200 employees provides services for enterprise and mid-market businesses. They specialize in CRM consulting, IT managed services, system information, and cloud consulting.

    Notable Project

    Bluewolf designed marketing automation tools for a solar panel manufacturer based on the Eloqua platform, in collaboration with the client's Salesforce CRM system. They act as the bridge between the two systems to provide custom solutions.

    "I can tell you that we’ve definitely reduced costs. They’ve performed very well overall." Global Online Marketing Manager, Solar Panel Manufacturer

    Former clients
    Stanley Black & Decker
    Lenovo
    Nuance
    American Red Cross
    $ $ $ $ $
    equalizer $50,000+
    group1,000 - 9,999 Employees
    place New York, NY
    5.0
    5.0
    1 Clutch review
    Awards

    Salesforce Partner Innovation Awards Winner (2015, 2016, 2017)

  • 2

    Avenga

    Avenga is a global IT and digital transformation consultancy with over 20 years of experience for verticals such as pharma & life science, insurance and finance. Avenga has more than 2500 professionals with offices in Germany, Poland, Ukraine, the U.S., and Malaysia. Services include digital strategy & CX, custom software development, staffing, as well as Salesforce consulting, big data, and cloud solutions.

    Notable Project

    Avenga built analytics databases for an insurance tech company. They analyzed and proposed improvements before executing on a new product from scratch. The client was impressed with the accuracy and easy movement of the data sets. 

    "They always ask key questions and they have a vision of what our company is trying to do, and how they’re contributing to that effort." – Data Engineer, Insurance Tech Company

    Former clients
    Roche
    GSK
    Credit Suisse
    QPharma
    Postbank
    ABB
    Allianz
    SwissLife
    Mazda
    Volvo
    $ $ $ $ $
    equalizer $50,000+
    group1,000 - 9,999 Employees
    place Rochelle Park, NJ
    4.8
    4.8
    25 Clutch reviews
    Awards

    Salesforce Registered Consulting Partner , Software Magazine: Best Software Company in the Software 500 List , The Cloud Awards: Finalist (2017-2018), Microsoft Gold Partner , Inc. 5000 (2018)

  • 3

    Vertiba

    Vertiba is a Salesforce consulting firm that was founded in 2010 in Boulder, Colo. It currently has more than 130 employees in several locations: Santa Monica, Calif., San Francisco, Salt Lake City, Seattle, Portland, Ore., Chicago, Boston, Austin, Texas, Miami, and Bucharest, Romania. Vertiba offers CRM consulting, cloud consulting, and custom software development services to clients in a variety of industries.

    Notable Project

    A demand aggregator for government agencies in Colorado hired Vertiba to help with Salesforce integration and installation. The Vertiba team helped the agencies have instant communications with 3,000 officials across the state. Vertiba's Salesforce integration boosted productivity by 100%, doubling the number of inquiries processed without increasing staff.

    "I feel very grateful to have Vertiba as a partner. I think they’ve always gone above and beyond the agreed-upon scope to make sure our customers and their customers are happy." - Executive Director, Colorado Government Agency

    Former clients
    Engineers Without Borders
    DigitalGlobe
    Bay Area Rapid Transit
    City and County of San Francisco
    City of Denver
    $ $ $ $ $
    equalizer $5,000+
    group50 - 249 Employees
    place Boulder, CO
    5.0
    5.0
    2 Clutch reviews
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  • 4

    Ascendix Technologies

    Ascendix Technologies is a development agency with offices in Kharkov, Ukraine, and Dallas. Founded in 1996, its team of more than 80 employees specializes in CRM consulting, ERP consulting, and IT managed services. 

    Notable Project

    Ascendix Technologies assisted a commercial real estate company with a CRM software adoption, which allowed data to become more accessible in the system. It also helped the company track sales and properties more efficiently. The client praised the agency on being very receptive.

    "They [Ascendix Technologies] are true consultants, meaning they don't just do as they're told without providing feedback and input where they feel it would be helpful. They actually think through the process and are knowledgeable about commercial real estate." – Executive, Commercial Real Estate Company

    Former clients
    Granite
    Henry S. Miller
    JLL
    Colliers International
    $ $ $ $ $
    equalizer

    Undisclosed

    group50 - 249 Employees
    place Dallas, TX
    4.9
    4.9
    6 Clutch reviews
  • 5

    Cynoteck Technology Solutions Pvt. Ltd.

    Cynoteck is an IT services provider with two locations in Dehradun, India and Saint Paul, Minnesota. The company was founded in 2008 and has a team of about 150 employees who primarily serve midmarket businesses in the real estate, business services, and education industries. Their services include CRM and ERP consulting and SI, and web development.

    Notable Project

    Cynoteck provided development staff augmentation, building a scheduling application with .NET, Angular, and Azure. They also developed several automation solutions. The team delivered exactly as requested, making for a successful partnership.

    “Once I give them a scope of work, they will do what’s required to deliver the results as expected.” – CEO & Founder, Platform Solutions Company

    Former clients
    Alta Environmental
    Blood Hounds
    JL
    $ $ $ $ $
    equalizer $5,000+
    group50 - 249 Employees
    place Dehradun, India
    5.0
    5.0
    12 Clutch reviews
  • 6

    XTIVIA (formerly Strategic Sales Systems)

    Strategic Sales Systems is a solutions provider based in St. Louis. Founded in 1997, their team of about 20 work with a variety of industries. They specialize in CRM consulting and SI, application management and support, and cloud consulting and SI.

    Notable Project

    Strategic Sales Systems created a SugarCRM system to increase sales and track clients for a management company. Their team provided customized services and continues to help the client with support. The new system led to an increase in sales.

    "Strategic Sales handles anything that we have needed help with. They have just been spot-on." — Director of Client Relations, Management Company 

    Former clients
    Big River Telephone Company
    Direct Energy
    Valley Health
    TALX
    $ $ $ $ $
    equalizer

    Undisclosed

    group10 - 49 Employees
    place Saint Louis, MO
    5.0
    5.0
    1 Clutch review
    Awards

    Gartner Excellence Award (2005) , Customer Interaction Solution Magazine: CRM Excellence Award (2008) , CRM Partner Conference: Project of the Year (2014)

  • 7

    Dazeworks Pvt. Ltd.

    Dazeworks Inc is an IT consultancy headquartered in San Francisco, with additional locations scattered around the globe. Since 2015, their team of nearly 70 has provided CRM, cloud, and ERP consulting and SI services for mainly small- and mid-sized businesses.

    Notable Project

    Dazeworks Inc completed a Salesforce integration for an in-cab entertainment company. The services were delivered at 20% of the cost the company was incurring prior to hiring them. The client prides Dazeworks Inc on their effectiveness and level of in-field knowledge.

    "They did a good job. We really appreciated the communication, and they stayed on task to keep the project moving along nicely."–COO, In-Cab Entertainment Company

    Former clients
    Helpshift
    D.C. Central Kitchen
    Deaf Action Center
    Healing Waters
    Univar
    $ $ $ $ $
    equalizer $1,000+
    group50 - 249 Employees
    place San Francisco, CA
    4.8
    4.8
    6 Clutch reviews
  • 8

    Configero

    Configero is a business management consultancy headquartered in Atlanta, Ga. Founded in 2009, Configero specializes in custom software development, enterprise app modernization, and CRM consulting and SI. Configero's team of around 20 employees primarily work with clients in the information technology and healthcare industries.

    Notable Project

    Configero worked with a software consultancy seeking to automate the process its sales team uses to provide quotes. Configero developed a user-friendly custom Salesforce integration that provided greater visibility into sales trends and ensured consistency in how discounts were approved and offered. the software company's experienced an increase in employee satisfaction and reduced staff training costs. The client appreciated Configero's down to earth style of offering recommendations.

    "New sales employees and experienced sales staff all enjoyed the changes. I think it saved on training because it’s very easy to navigate." – Sales Operations Manager, Software Company 

    Former clients
    Warner Bros.
    Fox Entertainment
    United Way
    Paul Mitchell Schools
    Vulcan Materials
    $ $ $ $ $
    equalizer $10,000+
    group10 - 49 Employees
    place Atlanta, GA
    4.8
    4.8
    5 Clutch reviews
  • 9

    CloudMasonry

    Founded in 2018, CloudMasonry is a Salesforce consulting partner. Their team of around 10 employees is based in Chicago, with an additional office in Los Angeles. The team focuses solely on CRM consulting.

    Notable Project

    CloudMasonry customized Salesforce for a legal cannabis company. After a comprehensive business review, the team deduplicated and cleaned up the client's database. 

    "They balanced the competing interests of our business, legal, and compliance teams quite well." – Counsel, Legal Cannabis Company

    Former clients
    Beanery
    Flexera
    Clickbooth
    $ $ $ $ $
    equalizer $10,000+
    group50 - 249 Employees
    place Chicago, IL
    5.0
    5.0
    4 Clutch reviews
  • 10

    Ledgeview Partners

    Ledgeview Partners is an Appleton, Wis. based consultancy that has been in operation since 2007. Their team of 58 assists clients with CRM consulting & SI, business consulting, and market strategy.

    Notable Project

    A manufacturing company hired Ledgeview Partners to integrate a new CRM system. Initially, several of the client's employees were apprehensive toward using CRM or were used to other systems. The team took their concerns into account and made a system that was easy to use. The system they created became an invaluable tool to the client's sales team.

    "They have seasoned, experienced professionals who serve specific purposes and dedicated infrastructure, training, and marketing teams." - Director, Manufacturing Company

    Former clients
    Liphatech
    Bernard Brothers
    Krause Financial Services
    Sharpe Group
    $ $ $ $ $
    equalizer

    Undisclosed

    group50 - 249 Employees
    place Appleton, WI
    4.8
    4.8
    2 Clutch reviews
    Awards

    Top 10 Microsoft Dynamics 365/CRM Blogs on the Web , Top 100 CRM Blogs on the Planet on the Web in 2019 , Ranked #8 of 39,000 in Digital Marketing Excellence as a Microsoft Partner , Ranked One of the Top Veteran-Led Small Business by Google in 2019 , Microsoft Inner Circle Member in 2019/2020 , Named a Woman-Led and Woman-Controlled Business in 2019

  • 11

    SENLA, Software Engineering Laboratory

    SENLA is a software development company based in Minsk, Belarus. Founded in 2011, they have about 90 employees that serve mainly enterprise businesses. They specialize in custom software development, SI, and CRM consulting services.

    Notable Project

    SENLA  developed an iOS app for a supplier management tool to bolster its internal development resources. They built both the frontend and the backend of the app and exceeded the client's expectations in terms of interface experience as well as daily usage rates.

    "They proactively suggest better alternatives to make our application better than we anticipated." — Head of Procurement, Supplier Management Tool

    Former clients
    Forex Club Ltd.
    Behind Every Cloud
    $ $ $ $ $
    equalizer $10,000+
    group250 - 999 Employees
    place Minsk, Belarus
    4.9
    4.9
    12 Clutch reviews
  • 12

    Itransition

    Founded in 1998 outside Denver, CO, Itransition now has an office in Austin, TX, as well as the UK and Belarus. They bring their 20 years experience and 1500+ person team to the table for custom software development, web development, and e-commerce development.

    Notable Project

    Itransition was hired by another development firm to collaborate on a project for a tourism company. They migrated 44 websites into one e-commerce platform, Magento.

    “They have a good talent pool; they’ve been able to find the right individuals. Everyone they have found who has worked with us has approached the project as though they understand the bigger picture. They’re not just coding for a paycheck.” – Director, Development Company

    Former clients
    Adidas
    Pepsico
    Toyota
    PayPal
    Xerox
    $ $ $ $ $
    equalizer $10,000+
    group1,000 - 9,999 Employees
    place Denver, CO
    4.9
    4.9
    25 Clutch reviews
    Awards

    Inc. 5000 , Deloitte Technology Fast 500 , IAOP Global Outsourcing 100 , Softwaremag.com 500

  • 13

    Onilab

    Onilab is a full-service e-commerce agency from Bristol, UK with additional offices in Sydney, Australia, and San Francisco. It was founded in 2011 and now employs a team of 26 people. Onilab provides e-commerce development, web development, and UX/UI design services to small and mid-size clients.

    Notable Project

    A fashion retailer lacked the internal development team to create a website, so they outsource development to Onilab. The team built a new e-commerce site, integrating all the desired features including a new payments system.

    "The quality of the code and the speed at which Onilab can produce it is impressive. There have been times we’ve needed to get something into production the following day and they’ve happily worked through the night to get it done. Their work ethic is good." –Head of Technology, Fashion Retailer

    Former clients
    Bright Star Kids
    GSM55.com
    PG-Active
    $ $ $ $ $
    equalizer

    Undisclosed

    group50 - 249 Employees
    place Minsk, Belarus
    5.0
    5.0
    10 Clutch reviews
  • 14

    Grazitti Interactive

    Founded in 2008, Grazitti Interactive is a digital marketing agency based in Sunnyvale, Calif. with a team of 600 spread across offices in India, Australia, and Singapore. They provide CRM consulting, UX/UI design, and email marketing for mid market and enterprise companies; they primarily work in the information technology, real estate, hospitality industries. 

    Notable Project

    Grazitti Interactive partnered with a digital agency to provide Drupal web development. They needed to level up their client to a more modern, user friendly design; that is exactly what Grazitti provided them. 

    "Their ability to take our designs and really bring them to life, without overspending on resources. Their ability to effectively set the scope of a project really sets them apart." – Digital Marketing Manager, Digital Agency           

    Former clients
    The Healthy Mummy
    Pluscare
    Hach Company
    $ $ $ $ $
    equalizer $1,000+
    group250 - 999 Employees
    place Sunnyvale, CA
    5.0
    5.0
    2 Clutch reviews
  • 15

    Cube84

    Cube84 provides consulting and implementation services form its office in Arlington Va. Founded in 2015, their team of about 20 specializes in CRM and cloud consulting and system integration.

    Notable Project

    Cube84 built a Salesforce CRM to help an educational platform optimize their internal record management processes. The team also integrated AdobeSign to assist with contract submission and MailChimp for email marketing. Their efforts helped streamline the workflow.

    "They’ve helped me in so many ways. Our CEO is so impressed by how much easier it has made his life. We’re lightyears ahead of where we were a year ago. Everything is set up to make us successful as we grow our business and hire more team members." — Sales Executive, Career and College Readiness Platform

    Former clients
    Fishtree
    Rosslyn BID
    National Sanitation Foundation
    Capitol Lighting
    $ $ $ $ $
    equalizer

    Undisclosed

    group10 - 49 Employees
    place Arlington, VA
    4.8
    4.8
    2 Clutch reviews
  • 16

    Synebo

    Synebo is a Salesforce service provider with offices in Odessa, Ukraine, and Hadera, Israel. Founded in 2015, their team of 37 specializes in CRM and cloud consulting and system integration, enterprise app modernization, and app testing services.

    Notable Project

    Synebo provided development services for a consulting platform. In working with the client’s Salesforce platform, the team developed, tested, and debugged different solutions. The client praised them for their capabilities.

    "Synebo has a very professional team, and I enjoy working with them." — Owner, Consulting Company

    Former clients
    IBM
    Deloitte
    Audyx
    GreenRoad
    $ $ $ $ $
    equalizer $1,000+
    group50 - 249 Employees
    place Dover, DE
    4.9
    4.9
    9 Clutch reviews
  • 17

    Astrea IT Services

    Astrea IT Services is a software development company based in Noida, India. Founded in 2010, their team of 99 employees provides CRM consulting, custom software, and app modernization services.

    Notable Project

    Astrea IT Services developed a powerful digital solution for their fitness client. They designed a fully tailored product based on their client’s unique needs and specifications, garnering positive reviews as a result.

    " They are great about communication, very responsive and flexible. They are also great about anticipating an issue and letting us know so we can think of solutions together." –Project Manager, Fitness Company

    Former clients
    The Code
    Greenlight Search
    Flexchecks
    $ $ $ $ $
    equalizer

    Undisclosed

    group50 - 249 Employees
    place Noida, India
    4.3
    4.3
    3 Clutch reviews
  • 18

    Noltic

    Founded in 2017 and headquartered in Lviv, Noltic is a software development company that specializes in custom software development and CRM consulting. Their team of 24 services mid market and enterprise companies in the hospitality, information technology, retail, financial services, and real estate industries. 

    Notable Project

    A digital services firm enlisted Noltic to help them integrate the CRM and adapt their data models. They tracked bugs and provided strategies to streamline their processes for a successful collaboration. 


    “I think Noltic strikes just the right balance between telling you exactly what they think and being friendly and welcoming. A lot of the time third-party providers will have a strong sales approach and be too eager not to offend you or say no to bad ideas.” — Head of CRM, Digital Solutions Company

    Former clients
    HOSPITALITY.digtal
    $ $ $ $ $
    equalizer $10,000+
    group10 - 49 Employees
    place Lviv, Ukraine
    5.0
    5.0
    12 Clutch reviews
  • 19

    Ergonized

    Ergonized is a CRM consulting company, based in Lviv, Ukraine. Founded in 20007, their team of about 30 serves clients in the financial services, healthcare, and marketing fields. Services include CRM, CMS, and platform development.

    Notable Project

    Ergonized developed a Salesforce tool for an IT company. The solution was built using AppExchange and following best practice recommendations. The team excelled in communication throughout the engagement.

    “Project management made sure to check in frequently to make sure that our project was set up for success.”  - Founder, IT Company.

    Former clients
    ExactData
    Hub
    Rec
    WorkPlace
    $ $ $ $ $
    equalizer $5,000+
    group10 - 49 Employees
    place New York,
    4.8
    4.8
    8 Clutch reviews
  • 20

    Tkxel

    TkXel is a mobile app and web development company founded in 2007. With its headquarters in Reston, Va., and an office in Lahore, Pakistan, they have a team of 318 employees. Their services include mobile app development, web development, and custom software development. They primarily serve small and midmarket clients. 

    Notable Project

    TkXel provided web development services for a marketing and advertising agency. They helped migrate a custom architecture that included e-commerce, search, browsing, and advertising functions. The project involved NodeJS, .NET, AngularJS, PHP, Java and Ruby. Efficiency of the company has increased because of the partnership with TkXel. 

    “I appreciate the fact that, even though they are an offshore company, in order to stimulate a project in its early stages, TkXel sent their developers and lead partners onsite to work with our team and gain a familiarity with what our needs are." – CTO, Marketing and Advertising Company 

    Former clients
    Verizon
    Toyota
    NBC Universal
    Groupon
    $ $ $ $ $
    equalizer $10,000+
    group250 - 999 Employees
    place Reston, VA
    4.9
    4.9
    19 Clutch reviews
  • 21

    PopcornApps

    PopcornApps is a systems integrator that headquarters in Fremont, Calif. with offices in Singapore, London and Hyderabad, India. Founded in 2011, PopcornApps' team of more than 100 employees have provided services such as CRM consulting and SI, mobile app development and web development. 

    Notable Project

    PopcornApps was hired by a software company to complete different projects such as internal site auditing and app development. The client has received positive anecdotal feedback on the app developed.

    “They performed amazingly.” - Digital Channel Marketer, Software Company

    Former clients
    Intel
    Verizon
    Gilead Life Sciences
    American Medical Response
    $ $ $ $ $
    equalizer

    Undisclosed

    group250 - 999 Employees
    place Fremont, CA
    4.3
    4.3
    3 Clutch reviews
  • 22

    Cloudsquare

    Cloudsquare is a Salesforce consultant group based in Los Angeles. Founded in 2017, they also have an office in New York and their team of 8 employees specializes in CRM consulting and SI.

    Notable Project

    Cloudsquare designed, developed, and implemented a Salesforce system for a local energy contractor. They consulted with the client through each part of the integration process and made sure to provide on-site instructions before launching the solution.

    “I’ve never dealt with anyone that was able to understand our needs so quickly and with such amazing accuracy.” – COO, Energy Contractor

    Former clients
    Real Vision
    Digital Domain
    kirei
    Ausin
    $ $ $ $ $
    equalizer $5,000+
    group10 - 49 Employees
    place Woodland Hills, CA
    5.0
    5.0
    5 Clutch reviews
  • 23

    DTC FORCE

    DTC FORCE was founded in 2014 and is headquartered in Jeddah, Saudi Arabia. With 14 employees, they provide CRM consulting and SI services focused on information technology, health care, medical, advertising, and marketing industries.

    Notable Project

    DTC FORCE developed a Salesforce-based portal for a surrogacy service. The solution has a range of community and interactive features that also shield users' identities. The team continues to enhance the product. Their work saved the client time and work.

    "The solution frees up our times and does a significant amount of the total paperwork." –CEO, Surrogacy Service

    Former clients
    Heineken
    Patriot One Technologies
    RedWolf Security
    Giraffe Foods
    Acuity Ads
    $ $ $ $ $
    equalizer $5,000+
    group10 - 49 Employees
    place Jeddah, Saudi Arabia
    5.0
    5.0
    1 Clutch review
  • 24

    proMX AG

    Founded in 2000, proMX AG is a cloud consultant based in Nürnberg, Germany, with offices in Hollerithallee and München, Germany. The team of 42 specializes in CRM consulting & SI, cloud consulting, and UC consulting. They primarily serve midmarket clients in the business services, consumer products & services, and IT industries. 

    Notable Project

    proMX AG provides ongoing consulting for an engineering firm’s Microsoft Dynamics system. Among other services, they created a custom resource management add-on and helped migrate the platform to the cloud. Overall, the client is impressed with the team's work. 

    "We appreciate their openness and lack of ego. We can talk freely about positive and negative experiences and learn from each other." — CEO, Engineering Firm

    $ $ $ $ $
    equalizer $1,000+
    group50 - 249 Employees
    place Nürnberg, Germany
    4.5
    4.5
    1 Clutch review
  • 25

    Plus Your Business!

    Plus Your Business! is a digital marketing agency and HubSpot consultancy based in Cardiff, Wales. Founded in 2013, they employ two staff experienced in digital marketing and HubSpot management for various companies seeking renewed business growth. They specialize in content marketing, PPC, SEO, email marketing, SMM, and digital strategy.

    Notable Project

    Plus Your Business! provided a variety of digital marketing services to generate leads and increase sales for a business services company. Along with HubSpot automation, they performed Google Ads and social media management services. Due to the work by Plus Your Business!, the client has seen a 20-percent growth per year.

    “We now have clarity on the marketing space and how to support the sales team. We’ve grown an average of 20 percent per year. The marketing work Plus Your Business! has done contributed to our growth.” – CEO, Business Services Company

    Former clients
    The Coaching Room
    Rescape Innovation Ltd
    Another Big Production
    $ $ $ $ $
    equalizer $1,000+
    group2 - 9 Employees
    place Cardiff, United Kingdom
    5.0
    5.0
    5 Clutch reviews
  • 26

    VRP Consulting

    VRP Consulting is a Salesforce consulting partner headquartered in San Francisco with offices in London, Austria, the Netherlands, and Minsk, Belarus. Established in 1998, they have a team of about 200 services mostly mid-market companies. They specialize in CRM consulting and SI, cloud consulting, and enterprise app modernization services.

    Notable Project

    VRP Consulting customized an existing Salesforce system to fit the needs of a sports betting company.They used Apex to optimize the server integration with Google Maps, loading logic, and a custom UI.

    "We were able to cut some data integration time in half on a daily basis. In general, the speed of production has been very good, and they’ve handled our requests quickly." — Product Manager, Sports Betting Company

    Former clients
    Burberry
    Britishland
    DigitalGenius
    Taqtile
    $ $ $ $ $
    equalizer $5,000+
    group250 - 999 Employees
    place San Francisco, CA
    4.8
    4.8
    10 Clutch reviews
  • 27

    Cloud Analogy

    Cloud Analogy is a software development company based in Noida, India. Founded in 2015, their team of 174 employees provides IoT development, custom software development, and mobile app services.

    Notable Project

    Cloud Analogy developed a lead tracking CRM product for a hair product client. Their team integrated Airtable and Landing Lion into the system, which has improved conversion rates. 

    "They were very timely, responsive, and proactive about providing feedback to help us optimize the platform. They took the time to walk us through the system to ensure we understood how to use it going forward." –Project Manager, Hair Product Company

    Former clients
    Ajay Dubedi
    Jaime Ellis
    $ $ $ $ $
    equalizer $1,000+
    group50 - 249 Employees
    place Dover, DE
    4.9
    4.9
    11 Clutch reviews
  • 28

    AppShark Software

    AppShark Software is a mobile app and custom software developer that offers CRM consulting and system integration (SI). Founded in 2007, this 50+ team is based in Dallas, TX with offices in New Jersey and Raidurg, India.

    Notable Project

    AppShark developed enterprise resource planning (ERP) to improve the client’s Salesforce functionality by combining Force.com apps and custom software. The client appreciated the team’s patience and excellent value for the price.

    “We were new to this type of engagement, and they were very helpful in getting us accustomed to the process. They were so supportive that we decided to continue with the large project on the Force platform.” – CMO, Gym Equipment Retailer

    Former clients
    Blue Nobo
    Direct Capital
    Gym Source
    Qualtrics
    Zara Terez
    $ $ $ $ $
    equalizer $5,000+
    group50 - 249 Employees
    place Dallas, TX
    4.8
    4.8
    3 Clutch reviews
  • 29

    Force by Design

    Force by Design is a San Francisco based cloud consulting firm that was founded in 2013. Their team of 6 specializes in CRM Consulting, custom software development, and application management. Their clients generally work in the IT, business services, and nonprofit sectors.

    Notable Project

    A nonprofit hired Force by Design to help them integrate Salesforce. The databases and dashboards they created helped the client make business decisions faster. The client was impressed with the team's communication and continued to work with them whenever they needed programmers. 

    "Whenever I have questions, they are very responsive. That’s the best part about them, they are extremely responsive. They respond immediately, they find solutions." - Director, Nonprofit

    $ $ $ $ $
    equalizer

    Undisclosed

    group10 - 49 Employees
    place San Francisco, CA
    5.0
    5.0
    2 Clutch reviews
  • 30

    Peeklogic, LLC

    Established in 2015, Peeklogic, LLC is a Salesforce development company. With a team of 20, they provide CRM consulting and custom software development. They work with IT, retail, and financial services companies of various sizes. They’re located in Cleveland and Lyiv, Ukraine.

    Notable Project

    Peeklogic, LLC created Sales Cloud, Service Cloud, and Salesforce applications for a consulting company. The application included Lightning components, Apex classes, queries, Vlocity components and custom community pages. Peeklogic, LLC delivered exceptionally high-quality code. Their communication was superb and, overall, they were great partners.

    “They developed high-quality code and paid attention to detail.” –Salesforce Architect, Consulting Company

    Former clients
    ECM Solutions
    Automotive Associates, LLC
    Surprise HR
    Baobab Partners
    $ $ $ $ $
    equalizer $5,000+
    group2 - 9 Employees
    place Cleveland, OH
    5.0
    5.0
    6 Clutch reviews
  • 31

    AmberLeaf

    AmberLeaf is a sales and marketing company featuring 42 employees. Founded in 2004, they are located in Chicago. AmberLeaf offers services in CRM consulting and SI, application management and support, and marketing strategy. Their clients are midmarket and enterprise businesses, primarily located in the financial, business, and healthcare industries.

    Notable Project

    AmberLeaf implemented a Unica software solution for the campaign management operations group of a large insurance company. They collaborated with the client on implementation, custom development, design, and campaign support. The client praised Amberleaf’s team as flexible, helpful, and successful.

    “AmberLeaf has certainly helped us a lot in terms of being able to sell more policies. They’ve also helped a lot from a customer retention perspective.” – Manager, Campaign Management Operations

    Former clients
    IBM
    US Foodservice
    Direct Energy
    Tribune Company
    $ $ $ $ $
    equalizer

    Undisclosed

    group10 - 49 Employees
    place Chicago, IL
    5.0
    5.0
    2 Clutch reviews
    Awards

    2016 Informatica Innovation Award , Oracle Excellence Award 2016 and 2015

  • 32

    Cyntexa

    Founded in 2018, Cyntexa is a Salesforces consulting and development company headquartered in Jaipur, India with another location in Rajasthan, India. Their team of 68 provides CRM consulting and SI, cloud consulting and SI, and custom software development for small and midmarket businesses.

    Notable Project

    Cyntexa provided staff augmentation for a healthcare software company, to help with the re-architecture of a core platform that is going through beta testing. Customers are giving positive feedback about the new product. They're good at focusing on what their client wants and adapting to the needs of the client.

    "They work seamlessly as part of the team, which is a powerful asset." –VP of Product, Healthcare Software Company

    Former clients
    Pointcare
    Pixely
    Accolend
    Abstrakt Marketing
    M4B Ltd
    $ $ $ $ $
    equalizer $5,000+
    group50 - 249 Employees
    place San Francisco, CA
    4.9
    4.9
    11 Clutch reviews
  • 33

    Crowe LLP

    Crowe is a public accounting, technology, and consulting firm headquartered in Westborough, Mass. with other offices in Chicago, New York City, Indianapolis, and South Bend, Ind. It was founded in 2005 and has grown rapidly to 5,304 employees who provide CRM consulting & SI, application management and support, tax and payroll preparation, and financial accounting services. 

    Notable Project

    A software development company needed an agency to implement a data migration project. Crowe executed the data migration from CRM 3.0 to a newer version. Crowe now provides the client custom development and CRM support as needed.

    "I think the quality of the product that they deliver is very high. Because they focus on one product, they usually do it very well the first time around. It's rare that we find glitches or any kind of defects in their work." — President & Owner, Software Development Company

    Former clients
    Mitsubishi
    Trustmarque
    iRacing.com
    Rampart Insurance Services
    $ $ $ $ $
    equalizer $10,000+
    group1,000 - 9,999 Employees
    place Westborough, MA
    5.0
    5.0
    4 Clutch reviews
  • 34

    360 Degree Cloud

    360 Degree Cloud is a cloud services provider based in Faridabad, India, and founded in 2012. Their team of 165 employees specializes in CRM consulting, mobile app development, and web development for clients of all sizes in the advertising, business services, and consumer products industries. 

    Notable Project

    360 Degree Cloud performed web development for a clothing design company. They assisted the client on several Salesforce development projects, allowing the clients to more effectively integrate the software into their existing framework. The client reported that the new system has led to increased profits and conversion rates.

    “Since we began our partnership, 360 Degree Cloud has completed projects successfully and professionally. The team is incredibly knowledgeable about the Salesforce platform.” – E-Commerce Lead & Salesforce Admin, Clothing Design Company
     

    Former clients
    ExpertIQ
    TCS Dash
    B-Star
    $ $ $ $ $
    equalizer

    Undisclosed

    group50 - 249 Employees
    place Laguna Beach, CA
    5.0
    5.0
    9 Clutch reviews
  • 35

    Pricewise

    Pricewise is a CRM consulting firm based in Prague, Czech Republic. Founded in 2010, Pricewise's team includes over 20 employees at the moment. The firm offers an array of digital services including email marketing, CRM consulting & SI, BI & big data consulting, and direct marketing. Most of their clients are small businesses in the hospitality sector.

    Notable Project

    Pricewise works with this restaurant chain and assists it with its loyalty program projects. Pricewise was involved from the very beginning with every facet of the project. Their services ranged from developing program benefits, rules, and a points system to pinpointing target audiences. Thanks to the team's success, more than 1,000 campaigns launched in 2014, with a consistent 36% open rate and a 6.7% revenue increase.

    "They helped us go from 2,000 downloads a month to around 150,000." –Head of Mobile, Flight Booking Service

    Former clients
    Nay-Electroworld
    MedusaGroup
    Crans Montana Ski Resort
    Tatry Mountain Resorts
    $ $ $ $ $
    equalizer $1,000+
    group10 - 49 Employees
    place Prague, Czech Republic
    4.5
    4.5
    2 Clutch reviews
    Awards

    Loyalty Awards Best Loyalty Programme Travel (2015) , Loyalty Awards Best CRM Loyalty Environment (2015) , Loyalty Awards Best Loyalty Programme in Central and Eastern Europe (2015)

  • 36

    Plative

    Plative is a marketing and automation firm headquartered in New York, with offices in Toronto, Vancouver in Canada, Irvine in Calif., and Nagar in India. Founded in  2009,  their team of 67 provides CRM consulting & SI as well as ERP consulting & SI assistance primarily to mid-market clients in various fields such as advertising, financial services, and IT.

    Notable Project

    Plative was subcontracted by a wholesaler to provide NetSuite support. The project involved expert advice and guidance by Plative to the company. Initially, Plative worked on custom scripting for the wholesaler, but Plative has started to work on more involved tasks in the company such as ongoing NetSuite support.

    "Their team is extremely relatable because they aren’t just code monkeys: they’re business experts on the whole. They can take a complex problem and dismantle it until anyone can understand what’s going on." - Director of Operations, Wholesaler

    Former clients
    NetSuite Provider Partner
    $ $ $ $ $
    equalizer $10,000+
    group50 - 249 Employees
    place New York, NY
    4.7
    4.7
    3 Clutch reviews
  • 37

    Soluzione Inc.

    Soluzione Inc is a global CRM Consulting Services provider since 2011, they have a team of 30 certified experts. Based in N.J., they serve clients looking for implementing and customizing Dynamics 365 CRM services and complementing Microsoft business solutions. They specialize in Dynamics CRM consulting, RPA, Microsoft Power Platform consulting, Dynamics CRM custom implementation, and migration services.

    Notable Project

    Soluzione IT Services helped a financial services firm by creating a relatively simple website featuring financial tools. The team ended up tying a form submission feature directly to the company's Microsoft Dynamics CRM instance. The client appreciated their communication and understanding of project requirements.

    "I'm very happy with the product. They are always molding to changes that need to happen." – Managing Director, Priority Funding Corporation 

    Former clients
    AIPE
    NJ Tech Council
    Aspiri
    $ $ $ $ $
    equalizer $5,000+
    group10 - 49 Employees
    place Edison, NJ
    4.3
    4.3
    3 Clutch reviews
  • 38

    Affirma Consulting

    Affirma Consulting is a full-service technology consulting agency. Founded in 2001, Affirma Consulting is based in Seattle, WA with additional offices in Los Angeles, CA, India, Ireland, and Reno, NV. The team of 200+ focuses on consulting for Business Intelligence (BI), Sharepoint, Salesforce, and customer relationship management (CRM) software, they also offer design, marketing, and mobile and web development.

    Notable Project

    A hydraulic services company hired Affirma Consulting after experiencing challenges with the first developer it hired. Affirma Consulting built the client’s website and continues to offer consulting services for the web project. The client regrets not choosing Affirma Consulting first.

    “I am very satisfied with their work. They did what they said they would do on time. Affirma keeps you on track and lets you know how much they have spent, how many hours each week they have devoted, what it costs, and how much you have left in your budget.” – Marketing Manager, Hydraulic Services Company

    Former clients
    Microsoft
    Expedia
    Seattle Seahawks
    Pokemon
    Aegis Living
    MoneyTree
    $ $ $ $ $
    equalizer $5,000+
    group250 - 999 Employees
    place Bellevue, WA
    4.7
    4.7
    10 Clutch reviews
    Awards

    Inc. 5000

  • 39

    Turnkey Technologies, Inc.

    Turnkey Technologies, Inc. is Microsoft Dynamics partner based in St. Louis, Missouri, that was established in 1994. Their team of 67 employees offers ERP& CRM consulting, as well as, ECM consulting & SI.

    Notable Project

    Turnkey Technologies, Inc. supported a Microsoft GP platform transfer for a medical devices distributor. Their team developed several modules, interface designs, systems integrations/configurations, and provided support and training. Their work expanded the distributor's web catalog.

    "We've thoroughly enjoyed everybody that we’ve dealt with. They were meticulous and comprehensive. We're still collaborating with them, too."–Owner, Medical Devices Distributor

    Former clients
    EMSAR
    Battenfeld Technologies
    JS Logistics
    Shapiro Metals
    $ $ $ $ $
    equalizer

    Undisclosed

    group50 - 249 Employees
    place St. Charles, MO
    4.8
    4.8
    4 Clutch reviews
    Awards

    Microsoft Gold Dynamics Partner , Microsoft Dynamics President's Club (2014)

  • 40

    C5 Insight

    C5 Insight is a consultancy of 14 employees that is located in Charlotte, N.C. Founded in 2000, the company provides CRM and ECM consulting and system integration and custom software development for a variety of industries.

    Notable Project

    C5 Insight provided a CRM upgrade for an accounting firm. They helped develop a workflow, then conducted the upgrade from version 4.0 to version 2011. The client appreciated C5’s collaborative and personal approach to the project.

    “They're extremely accessible, and that's the one thing that really stands out to me. They've been extremely responsive to us.” — CRM & Business Development Manager, Accounting Firm

    $ $ $ $ $
    equalizer

    Undisclosed

    group10 - 49 Employees
    place Charlotte, NC
    5.0
    5.0
    2 Clutch reviews
  • 41

    BroadPoint Technologies

    BroadPoint, Inc. is a business and technology consulting firm based in Bethesda, Maryland, that was established in 2001. Their team of 76 employees offers ERP consulting, CRM consulting, SI, and productivity, collaboration & UC consulting services.

    Notable Project

    BroadPoint, Inc. provides in-house consulting services for a non-profit trade association. Their team oversees accounting management, conducts technological fixes, and delivers updates for outdated software systems. The client is pleased with their work thus far.

    "They save me a lot of time and money." – Co-Owner, Video Production Company

    Former clients
    Boys and Girls Club of America
    Calvert Plumbing & Heating Co.
    Cystic Fibrosis Foundation
    American Psychological Association
    $ $ $ $ $
    equalizer $50,000+
    group50 - 249 Employees
    place Bethesda, MD
    5.0
    5.0
    1 Clutch review
    Awards

    Certified Microsoft Partner Gold , ClickDimensions Silver Partner

  • 42

    Mannya Techno Solutions Inc

    Founded in 2016, Mannya Techno Solutions Inc is headquartered in Pleasanton, Calif. with another location in Hyderabad, India. With 29 employees, they provide custom software development, UX/UI design, cloud consulting, and SI services.

    Notable Project

    Mannya Techno Solutions Inc helped digitize PDF's and quotes in order to smooth business transactions for a product delivery company. Their solution overcomes all of the challenges.

    "Mannya Techno Solutions provided a user friendly solution which overcomes all the challenges." –CEO, Product Delivery Company

    Former clients
    CS Teqnio
    The Media Street
    Pluto7
    Radius
    Techtran
    $ $ $ $ $
    equalizer $5,000+
    group10 - 49 Employees
    place Pleasanton, CA
    5.0
    5.0
    2 Clutch reviews
  • 43

    Indusa

    Indusa is an IT services company headquartered in Oakbrook Terrace, Ill.; they also have offices in Ahmedabad, India, and Pune, India. Founded in 1989, they have about 330 employees that do custom software development, ERP consulting & SI, CRM consulting, enterprise app modernization, and IT managed services. Indusa serves midmarket clients in a variety of industries. 

    Notable Project

    Indusa developed a new accounting system and provided subsequent training. They also automated different components of the financial reporting process. The was a successful improvement over the previous system.

    "They did a great job. We set budgets from the beginning and they managed through detailed project management to stay on budget. They always met the deadlines. " – VP of IT and Innovation, Member Association

     

    Former clients
    Champion Home Exteriors
    Vision Solutions
    Philips
    SiriusDecision
    $ $ $ $ $
    equalizer $50,000+
    group250 - 999 Employees
    place Oakbrook Terrace, IL
    5.0
    5.0
    2 Clutch reviews
    Awards

    Inc. 5000 , Microsoft Gold Partner , Microsoft Gold Partner

  • 44

    TopRight

    TopRight is a marketing and consulting firm headquartered in Atlanta, Ga., with an additional office in Washington, DC. Founded in 2006, TopRight's team of around 25 specializes in marketing strategy; CRM and Big Data consulting and SI; and CRM consulting and SI. TopRight primarily works with midmarket clients. 

    Notable Project

    TopRight built a software application to improve the sales funnel for an educational franchise. After completing the project, which involved 400 franchises with 1,200 locations, the client experienced a 50% increase in enrollment inquiries. The client appreciated TopRight's partner-oriented approach.

    "We had improvements across both the customer level metrics, as well as the account level metrics." - Senior Directing of Relationship Marketing, Educational Franchise

    Former clients
    PBS
    Microsoft
    Boeing
    Coca-Cola
    Gap
    Lowes
    $ $ $ $ $
    equalizer $5,000+
    group10 - 49 Employees
    place Atlanta, GA
    5.0
    5.0
    1 Clutch review
  • 45

    Emorphis Technologies

    Emorphis Technology is a software development company that was founded in 2000. They are headquartered in Indore, India, and have an additional location in Las Vegas. Emorphis Technology has about 82 employees that do web design, web development, e-commerce development, mobile app development, and application testing.  

    Former clients
    Samsung
    Jumeirah Hotels and Resorts
    Crompton Greaves
    Retail Ingenuity
    $ $ $ $ $
    equalizer $5,000+
    group50 - 249 Employees
    place Irvine, CA
    4.9
    4.9
    6 Clutch reviews
  • 46

    Purely CRM

    Purely CRM is a Microsoft Dynamics 365 CRM firm based in Vancouver. Founded in 2014, their team of around 14 employees provides CRM consulting, cloud consulting, and custom software development services.

    Notable Project

    The team transitioned a development company to a Dynamic 365 in Azure Cloud environment and continues to provide consulting services as needed. Their considerable level of expertise in cloud consulting ensured a seamless, predictable engagement that met all requirements.

    Former clients
    MAINT S.A.
    TEXCAN
    XYPEX
    $ $ $ $ $
    equalizer $75,000+
    group10 - 49 Employees
    place Vancouver, Canada
    5.0
    5.0
    1 Clutch review
  • 47

    IndustryBuilt Software

    IndustryBuilt Software is a technology consultancy headquartered in Mississauga, Canada, with a secondary office in Toronto. Founded in 1999, IndustryBuilt has 120 employees, and primarily works with clients in the food and equipment rental industry. IndustryBuilt's full range of services includes ERP, ECM, and CRM consulting and software integration, as well as application management and support.

    Notable Project

    IndustryBuilt Software developed and integrated an ERP system for a nutrition-oriented food manufacturer. At the time of the partnership, the client had only been shipping products for 18 months, and was ready to commit to the next phase of growth. Using Microsoft NAV software, IndustryBuilt delivered a custom resource planning solution with a full range of functionality. The platform has efficiently streamlined the client's operations.

    "I must say that the people implementing all the way up to the VP himself have been very involved. If I have an issue, I can reach out to anybody in the company, and I know I’ll get a call back." — Systems Manager, Food Manufacturer

    Former clients
    Bruce Foods
    The Lilly Company
    Darr Equipment
    $ $ $ $ $
    equalizer

    Undisclosed

    group50 - 249 Employees
    place Mississauga, Canada
    4.5
    4.5
    2 Clutch reviews
    Awards

    Canada Great Places to Work (2018)

  • 48

    Eide Bailly

    Eide Bailly Technology Consulting is a business and accounting software company based in Fargo, North Dakota, with 31 other offices across the country. Founded in 1917, their team of over 1,800 employees works with mid-market and enterprise businesses. They specialize in CRM consulting, ERP consulting, SI, and business consulting services.

    Notable Project

    Eide Bailly assisted in the record tracking system to a more modern Sage implementation for a regional plastics manufacturer that promotes efficiency and optimizes processes. The project allowed the client to streamline its processes as evidenced by associated errors dropping by as much as 95%.

    "Considering they went at the speed in which I needed, I think everything was met exactly the way I needed it to be." — Owner, Regional Plastics Manufacturer

    Former clients
    Traeger Grills
    Anastasia Beverly Hills
    Proofpoint
    ICON Fitness
    $ $ $ $ $
    equalizer $5,000+
    group1,000 - 9,999 Employees
    place Fargo, ND
    5.0
    5.0
    2 Clutch reviews
    Awards

    Oracle+NetSuite 2017 & 2018 Partner of the Year

  • 49

    Twistellar Ltd.

    Twistellar is a web development company based in Hatezhino, Belarus. Founded in 2017, Twistellar's team of about 20 employees works with midmarket and small businesses. They specialize in custom software development, AI, and web development services.

    Notable Project

    Twistellar assisted with an IT company's Salesforce development for a third-party client. They contributed coding in the development of the Salesforce platform with APEX and Visualforce while programming several integrations within the original API.

    "Our previous development team was delivering an average of 10–12 story points per sprint, while Twistellar currently delivers an average of 40–60 points." — Delivery Director, IT Company

    Former clients
    Salesforce Registered Consulting Partner
    $ $ $ $ $
    equalizer $5,000+
    group50 - 249 Employees
    place Minsk, Belarus
    5.0
    5.0
    5 Clutch reviews
  • 50

    RT Dynamic

    RT Dynamic is a consulting firm founded in 2013 with over 50 employees. Based in San Francisco, they specialize in CRM consulting and SI solutions for clients.

    Notable Project

    RT Dynamic provided their consulting services to a mental health association. The association needed an additional health information system to manage their programs. RT Dynamic’s contributions have helped the association save time and effort.

    “They can deliver quickly and truly want to do a good job.” - Sr. Director of Digital Strategy & Experience, Mental Health Association

    Former clients
    CMHA
    $ $ $ $ $
    equalizer

    Undisclosed

    group50 - 249 Employees
    place San Francisco, CA
    5.0
    5.0
    1 Clutch review
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