Looking for a top CRM company in Chicago?

CRM consultants can take your company to the next level and beyond. They can help manage your company's relationships and interactions with customers.

To assist you in your search for a partner, we’ve compiled this list of the top CRM consultants in Chicago. Browse descriptions, feedback, and awards to find which can best suit your company’s needs.

List of the Best Chicago CRM Consulting Firms

  • 1

    CloudMasonry

    CloudMasonry is a Salesforce consulting firm based in the United States. Founded in 2018, they have roughly 30 employees that serve the Salesforce consulting needs of organizations with complex technical environments or unique business processes. As a full-service provider of Salesforce consulting services, CloudMasonry provides its customers with assistance in the design, development, and ongoing support of their Salesforce environments and connected applications.

    Notable Project

    CloudMasonry built a new enterprise-grade inbound/outbound telemarketing application leveraging the Salesforce Industries application (Vlocity) for a US energy company in fewer than 12 weeks. The project's goal was to provide this energy company with a single scalable platform to consolidate internal order entry and facilitate consistent customer experiences.

    "CloudMasonry is always true to their word about what they’re going to deliver, and they’re consistently on time, sticking to or coming in under the budget."  - Senior Manager of Sales Technology, Direct Energy

    Former clients
    Direct Energy
    Prosci
    Millennium Trust
    HNI
    Flexera
    Kensington
    Packback
    Freeosk
    Strata Decision Technology
    Ovation Fertility
    NRG
    $ $ $ $ $
    equalizer $10,000+
    group50 - 249 Employees
    place Chicago, IL
    5.0
    5.0
    5 Clutch reviews
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  • 2

    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 Chicago, IL
    5.0
    5.0
    4 Clutch reviews
  • 3

    NextME

    NextME is a mobile app automation service headquartered in Chicago, with an office in San Francisco. Founded in 2013, the team of 28 specializes in CRM consulting and SI, mobile and app marketing, and conversion optimization. They work with small businesses focusing on hospitality and leisure.

    Notable Project

    NextME worked on customer service and marketing automation for a pizza restaurant. They created an app that enables customers to pre-order pizza, check their place in line, and receive a text when their table is ready. The client was pleased with the positive feedback the project received.

    “Customers who leave their reviews online say they love the new system because it's very organized and lets them plan their wait time outside the restaurant. Positive reviews, in turn, bring even more customers to our restaurant.” – General Manager, Pizza Restaurant

    Former clients
    Kuma’s Corner
    Le Pain Quotidien
    $ $ $ $ $
    equalizer $1,000+
    group2 - 9 Employees
    place Chicago, IL
    5.0
    5.0
    5 Clutch reviews
  • 4

    SMBHD

    SMBHD is a business digital solutions company based in Chicago. The company, founded in 2010, has more than 20 employees and provides CRM consulting & SI, IT managed services, cloud consulting & SI, cybersecurity to various companies.

    Notable Project

    An education management company hired SMBHD to set up their entire custom Salesforce configuration and to provide managed IT services. Because of this engagement, the company was able to transition to remote work, reduce client onboarding time by 35%, and take on more clients because of the improved efficiency of the sales team.

    "The Managed IT services team helped us become a tech enabled organization." - VP of Operations, Education Management Company

    Former clients
    Guidepost
    Agile Secure Data Exchange
    TopGolf
    3 Digital
    $ $ $ $ $
    equalizer $1,000+
    group10 - 49 Employees
    place Chicago, IL
    4.9
    4.9
    6 Clutch reviews
  • 5

    Plego Technologies

    Based right outside of Chicago, Plego Technologies is a digital agency founded in 2002. Their team of around 20 has expertise in web development, SEO, IT staff augmentation, and software development.

    Notable Project

    Plego Technologies develops and maintains several online games for a game provider for the restaurant industry. Plago Technologies also manages and maintains the digital game company's e-commerce website, in addition to web development and design work, and has since 2013.

    "We’re pleased with Plego’s work, and none of our clients have complained. If any games need to be fixed or updated, Plego does it. They supply exactly what we want, and the games are successful." – Owner, Digital Games Company

    Former clients
    Motorola
    Chicago Park District
    Sara Lee
    Zebra Technologies
    $ $ $ $ $
    equalizer $5,000+
    group10 - 49 Employees
    place Chicago, IL
    5.0
    5.0
    7 Clutch reviews
  • 6

    Neologic Software

    Neologic Software is an IT company in Northbrook, Ill. Founded in 2018, they have about 4 employees that serve small-business and midmarket clients in a wide range of sectors. Services include custom software development and business consulting.

    Notable Project

    Neologic Software handled web development efforts for a digital fitness company. They built web and mobile app platforms that can create, deliver, and track users' training. The solution received positive feedback and has over 700 users.

    "They became part of our team and showed a lot of passion for the project." –Co-Founder, Digital Fitness Company

    Former clients
    PLT4M
    Cook County Property Tax Solutions
    $ $ $ $ $
    equalizer $5,000+
    group10 - 49 Employees
    place Northbrook, IL
    4.8
    4.8
    3 Clutch reviews
  • 7

    Softweb Solutions

    Softweb Solutions is a tech consulting company based in Elgin, Ill. They also have offices in Dallas and Ahmedabad, India. Since 2006, their team of over 300 has provided IT strategy consulting, big data consulting, cloud consulting & SI, and more for primarily enterprise-level clients. 

    Notable Project

    Softweb Solutions provided support for a business consultancy's website and e-commerce system. They were also contracted to create an iPad app that syncs with the database. The client prides Softweb Solutions on their technical skill. 

    "They use a project management software that’s phenomenal that their team uses for problem solving and additions or whatever. It has been fantastic." – Founder, Business Consultancy

    Former clients
    T-Mobile
    ADA
    GEA
    Cobra Electronics
    $ $ $ $ $
    equalizer $50,000+
    group250 - 999 Employees
    place Elgin, IL
    5.0
    5.0
    3 Clutch reviews
    Awards

    Innovative Achievers Award (2017)

  • 8

    eGuide Tech Allies

    IT company eGuide Tech Allies was founded in 2016. Headquartered in Chicago, they have a team of four. They specialize in CRM consulting and SI, as well as IT strategy consulting.

    Notable Project

     eGuide Tech Allies worked with a hospitality company to update hospitality systems and train employees on how to work with the new technology. They continue to provide ongoing IT support. The client appreciated their customer service and dependability.

    “Everyone is extremely proactive, and they’re always willing to jump in if we need support.” – CEO, Hospitality Company
     

    Former clients
    Root Port IT
    Surge Institute
    Paramount Catering
    $ $ $ $ $
    equalizer $1,000+
    group2 - 9 Employees
    place Chicago, IL
    5.0
    5.0
    11 Clutch reviews
  • 9

    Aptitude 8

    Aptitude 8 is a RevOps Technology consulting firm based in Chicago. The firm, founded in 2020, has a team of more than ten that provides CRM consulting & SI, marketing strategy, web design & development, and BI & big data consulting & SI services to midmarket and small advertising & marketing and business services companies.   

    Notable Project

    A financial technology firm hired Aptitude 8 for a 2-year engagement to help build and scale their entire Revenue Operations department. This engagement involved building full-production instances of Salesforce Lightning, Hubspot, Outreach.io for demand generation, Salesforce CPQ for pricing of deals and helping with billing design and reporting for the finance team. Aptitude 8 delivered all these and met all expectations.

    "Aptitude 8 is unique since their EE's have actually worked in senior positions ... and have that executive level 'view' that most companies don't." - Revenue Operations Director, Financial Technology Firm

    Former clients
    BenchPrep
    The University of Chicago
    Notion
    UpCity
    $ $ $ $ $
    equalizer $5,000+
    group10 - 49 Employees
    place Chicago, IL
    5.0
    5.0
    1 Clutch review
  • 10

    CBS System Corporation

    CBS System Corporation is a Darien, Illinois-based IT strategy consulting company. The small firm was founded in 2007. Their team specializes in IT strategy consulting, CRM consulting and SI, IT managed services, and business consulting.

    Notable Project

    CBS System Corporation provided SLGT-CRM, which is a cloud-based lead generation software tool, for a textile supplier to help them manage their SEO clients.

    "It is an easy-to-use and cost-effective tool."

    $ $ $ $ $
    equalizer

    Undisclosed

    group10 - 49 Employees
    place Darien, IL
    5.0
    5.0
    1 Clutch review
  • 11

    120/80

    120/80 is a PPC company based in Evanston, Ill. Founded in 2019, this company has two employees. Services offered by 120/80 include PPC, email marketing, and SEO for small to mid-sized companies, specifically focusing on sectors like healthcare, business services, manufacturing, and in-home services.

    Notable Project

    120/80 provided PPC and consulting services for a wedding videography company. They made use of Google Ads and focused advertising, along with SEO strategies in order to boost the client's online profile. The client reported twice as much revenue and three times as much web traffic.

    "We tripled our traffic and doubled our revenue at that time." - CEO, Wedding Videography Company

    $ $ $ $ $
    equalizer $1,000+
    group2 - 9 Employees
    place Evanston, IL
    4.9
    4.9
    8 Clutch reviews
  • 12

    Sourceved Consultancy Services Pvt Ltd

    Sourceved Consultancy Services Pvt Ltd is a web development company that was founded in 2015. The team has 8 professionals headquartered in Ahmedabad, India, with offices in Naperville, IL. They offer Sitecore web development, CRM consulting and SI, and IT managed services to mostly midmarket companies. 

    Notable Project

    Sourceved Consultancy Services Pvt Ltd built a website in Sitecore with a custom-built CMS database for a digital innovation agency. The site featured search, marketing automation, and vendor integration. The implementation finished ahead of schedule.

    "The workflow between our teams was seamless and smooth." – Account Manager, Digital Innovation Agency

    Former clients
    Virtusa Polaris
    ICreon
    Sonata
    $ $ $ $ $
    equalizer $10,000+
    group10 - 49 Employees
    place Naperville, IL
    5.0
    5.0
    1 Clutch review
  • 13

    PlotnikovSoft LLC

    PlotnikovSoft is an IT solutions company based in Des Plaines, Ill. The company, founded in 2010, has around 100 developers who provide cloud consulting & SI, web development, CRM consulting & SI, ECM consulting & SI, and mobile app development services. PlotnikovSoft serves midmarket and other-sized companies in the IT, telecommunications, utilities, and energy & natural resources industries.

    Notable Project

    A software development company hired PlotnikovSoft for an ongoing engagement to augment their development team in developing a mobile app. PlotnikovSoft developed the app using Xamarin after the UI had been designed by the company. The PlotnikovSoft team has been providing quality services that meet the expectations of the company.

    "They continue to do what we ask of them very well.""- CTO, Software Development Company

    Former clients
    Telarus
    CRAFT
    AAM
    James Edward and Companies
    $ $ $ $ $
    equalizer $50,000+
    group50 - 249 Employees
    place Des Plaines, IL
    5.0
    5.0
    4 Clutch reviews
  • 14

    SmarkLabs

    SmarkLabs is a marketing and consulting agency located in Chicago. Since 2014, their team of 9 employees has specialized in content marketing, marketing strategy, video production, web design, and more, for primarily small businesses. 

    Notable Project

    SmarkLabs completed a HubSpot implementation for a healthcare software company. They also helped with sales development and lead generation. The client felt that SmarkLabs was extremely reliable. 

    "They always do what they say they’re going to do in the specified timeframe … Everything they do drives great results." — Director of Marketing, Healthcare Software Company

    Former clients
    Amplion
    HealthiPass
    BeyondPay
    CodeScience
    $ $ $ $ $
    equalizer $5,000+
    group10 - 49 Employees
    place Chicago, IL
    5.0
    5.0
    1 Clutch review
  • 15

    Plaidypus, Inc.

    Plaidypus, Inc. is a software design and development agency based in Naperville, Ill. and founded in 2004. Their team of eight employees specializes in custom software development, UX/UI design, and application management. They mainly work with mid-market and small business clients in the non-profit, IT, and business services industries.

    Notable Project

    Plaidypus, Inc. built an app for the client of a software company. The app is going to be used by a landscaping and construction company to keep track of the jobs they did and the time spent on each one. The app was developed for iOS, Android, and web, and would compile data to simplify analytics. The client was impressed with the quality of their work.

    “Plaidypus is very detailed. They communicate first and bill second. They want to make sure what they’re building is correct before they charge me for it.” – Owner, Software Company
     

    Former clients
    The Daily Journal
    Turbo Jet Partners
    Thinkgate
    $ $ $ $ $
    equalizer $5,000+
    group2 - 9 Employees
    place Naperville, IL
    4.8
    4.8
    3 Clutch reviews
  • 16

    Industrie Reply

    Industrie Reply is a reply group company based in Chicago and founded in 1996. With over 1000 employees, they offer CRM consulting, logistics and supply chain consulting, and warehousing and distribution solutions to various clients.

    Notable Project

    Industrie Reply provided software dev staff augmentation solutions for an energy company. The company needed more software engineers for their projects. The company is satisfied with Industrie Reply’s work thus far.

    “Industrie finds the right people for us.” - VP Software Engineering, Energy Company

    Former clients
    FCA
    Stellantis
    CNH Industrial
    $ $ $ $ $
    equalizer $10,000+
    group1,000 - 9,999 Employees
    place Chicago, IL
    5.0
    5.0
    3 Clutch reviews
  • 17

    INVESMITH

    INVESMITH is a consultancy with fewer than 10 team members. They offer business consulting, web design, and CRM consulting solutions from their office in Chicago. They work with clients in the industries of arts, business services, and media. INVESMITH was launched in 2019.

    Notable Project

    INVESMITH provided web development solutions for a lingerie and loungewear company. The client needed digital assistance, which included web design. INVESMITH’s work resulted in the company gaining more attention online.

    “Stephen is worth the money because he’s on time and patient.” - CEO, Lingerie and Loungewear Company

    Former clients
    Truly Toya Lingerie & Loungewear
    $ $ $ $ $
    equalizer $1,000+
    group2 - 9 Employees
    place Chicago, IL
    5.0
    5.0
    2 Clutch reviews
Tell us about your project
NEED HELP SELECTING A COMPANY?

Based on your budget, timeline, and specifications we can help you build a shortlist of companies that perfectly matches your project needs. Schedule a free consultation with a Manifest Analyst.

TELL US ABOUT YOUR PROJECT