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. If you need more support, tell us about your project, and we'll match you with recommended companies.

List of the Best Chicago CRM Consulting Firms

  • 1
    $1,000+
    10 - 49 Employees
    Chicago IL

    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.

    Clients
    Guidepost
    Agile Secure Data Exchange
    TopGolf
    3 Digital
    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

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  • 2
    $10,000+
    50 - 249 Employees
    Chicago IL

    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.

    Clients
    Direct Energy
    Prosci
    Millennium Trust
    HNI
    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

  • 3
    $10,000+
    1,000 - 9,999 Employees
    Chicago IL

    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. 

    Clients
    Mitsubishi
    Trustmarque
    iRacing.com
    Rampart Insurance Services
    Industries
    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

  • 4
    $10,000+
    1,000 - 9,999 Employees
    Chicago IL

    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.

    Clients
    FCA
    Stellantis
    CNH Industrial
    Industries
    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

  • 5
    $10,000+
    50 - 249 Employees
    Chicago IL

    RedTag is a CRM consulting firm based in Lviv, Ukraine. Founded in 2013, their team of 75 serves clients in the IT and nonprofit sectors. Services include sales automation and marketing automation for Salesforce.

    Clients
    One Fit
    Wehkamp
    Remiqz
    Dommelstroom
    Industries
    Notable Project

    RedTag­ provided staff augmentation services for a development company. The team built the critical parts of the technical architecture. They were professional and communicative throughout the project.

    “They worked around our schedule and were so available and helpful.” - CTO, Development Company

     

  • 6
    $1,000+
    2 - 9 Employees
    Chicago IL

    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.

    Clients
    Kuma’s Corner
    Le Pain Quotidien
    Industries
    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

  • 7
    $5,000+
    10 - 49 Employees
    Chicago IL

    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.

    Clients
    Motorola
    Chicago Park District
    Sara Lee
    Zebra Technologies
    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

  • 8
    $5,000+
    10 - 49 Employees
    Northbrook IL

    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.

    Clients
    PLT4M
    Cook County Property Tax Solutions
    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

  • 9
    $50,000+
    250 - 999 Employees
    Elgin IL

    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. 

    Clients
    T-Mobile
    ADA
    GEA
    Cobra Electronics
    Industries
    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

  • 10
    $1,000+
    2 - 9 Employees
    Chicago IL

    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.

    Clients
    Root Port IT
    Surge Institute
    Paramount Catering
    Industries
    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
     

  • 11
    $10,000+
    10 - 49 Employees
    Chicago IL

    Digital agency Arcalea was founded in 2015 and has offices in Chicago, Charlotte, N.C., Denver, and Indianapolis. Its team of 12 helps clients with web development, SEO, email marketing, content marketing, web design, and PPC.

    Clients
    Dell
    Discover Financial Services
    The University of Chicago
    Level Office
    Industries
    Notable Project

    A jewelry company hired Arcalea to help with its rebranding efforts. Arcalea helped the company find its target audience by helping with A/B testing, digital marketing, and PPC management. The company's total user count has gone up by more than 200%.

    "I found their depth of knowledge about how customers approach products to be enlightening. I was impressed with the overall professionalism and responsiveness of the team. If they didn’t have an answer immediately, they made sure to deliver one later on." - President, Jewelry Company

  • 12
    $1,000+
    2 - 9 Employees
    Evanston IL

    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.

    Industries
    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

  • 13
    $5,000+
    10 - 49 Employees
    Chicago IL

    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.   

    Clients
    BenchPrep
    The University of Chicago
    Notion
    UpCity
    Industries
    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

  • 14
    $5,000+
    10 - 49 Employees
    Des Plaines IL
    Technology Advisors is a CRM consulting and SI company. The small team is headquartered in Des Plaines, Illinois. Their services include CRM consulting and SI, other IT consulting and SI, and mobile app development.
    Industries
  • 15
    Undisclosed
    10 - 49 Employees
    Darien IL

    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.

    Industries
    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."

  • 16
    $50,000+
    50 - 249 Employees
    Des Plaines IL

    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.

    Clients
    Telarus
    CRAFT
    AAM
    James Edward and Companies
    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

  • 17
    Undisclosed
    250 - 999 Employees
    Chicago IL

    Ascend Technologies is an IT managed services company founded in 2020. They are located in Chicago, Illinois and have a midsize team. The company focuses on IT managed services, cybersecurity, CRM consulting and SI, IT strategy consulting, and more.

    Industries
    Notable Project

    Ascend Technologies (formerly Nimble Defense) is in an ongoing engagement with an education solutions company. The team has been managing their cybersecurity program in order to assess its current framework.

    "Ascend Technologies (formerly Nimble Defense) provides the knowledge and leadership we need."

  • 18
    Undisclosed
    50 - 249 Employees
    Mount Prospect IL
    Crestwood Associates is a CRM consulting and SI company. Their midsize team is headquartered in Mount Prospect, Illinois; South Bend, Indiana; Farmington Hills, Michigan and Madison, Wisconsin and focuses on CRM consulting and SI, ERP consulting and SI, and IT strategy consulting. The company was established in 1998.
    Industries
  • 19
    $5,000+
    10 - 49 Employees
    Chicago IL

    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. 

    Clients
    Amplion
    HealthiPass
    BeyondPay
    CodeScience
    Industries
    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

  • 20
    $5,000+
    2 - 9 Employees
    Naperville IL

    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.

    Clients
    The Daily Journal
    Turbo Jet Partners
    Thinkgate
    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
     

  • 22
    $50,000+
    10 - 49 Employees
    Naperville IL

    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. 

    Clients
    Virtusa Polaris
    ICreon
    Sonata
    Industries
    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

  • 23
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    Catalyst Consulting group

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    $10,000+
    10 - 49 Employees
    Chicago IL
    Catalyst Consulting group is a small software development company launched in 1992. Their team provides custom software development, IT managed services, CRM consulting and SI, ECM consulting and SI, and more. The company is headquartered in Chicago, Illinois.
    Industries
  • 24
    Undisclosed
    10 - 49 Employees
    Chicago IL
    Unified communications consulting & SI company Cloudbakers was launched in 2010. Their small team is based in Chicago, Illinois and offers unified communications consulting & SI, cloud consulting & SI, and CRM consulting and SI.
    Industries
  • 25
    Undisclosed
    250 - 999 Employees
    Chicago IL
    IT managed services company Emtec Inc. Was launched in 1997. Based in Jacksonville, Florida; Chicago, Illinois; Suwanee, Georgia and Athens, Alabama, their midsize team offers IT managed services, cloud consulting & SI, custom software development, Artificial Intelligence, and more.
    Industries
  • 26
    $1,000+
    2 - 9 Employees
    Carol Stream IL
    Pexel Path, a software development company, is headquartered in Carol Stream, Illinois. They focus on custom software development, CRM consulting and SI, e-commerce development, mobile app development, and more and were launched in 2020.
  • 27
    $5,000+
    1,000 - 9,999 Employees
    Chicago IL

    Merkle is a marketing agency headquartered in Columbia, Md., and with over 20 additional offices located throughout the United States, Europe, and Asia. Founded in 1971, Merkle's nearly 4,000 employees specialize in CRM consulting and SI, digital strategy, and social media marketing.

    Clients
    Dell
    Oracle
    Sweetwater
    USAA
    Industries
    Notable Project

    A family media entertainment company hired Merkle for their expert digital marketing services. Merkle implemented their five-step CRM solution program (marketing database, identity management, data management platform integration, insights platform, and data sourcing), then used Adobe Campaign to implement over 60 monthly campaigns. 

     

  • 28
    $1,000+
    2 - 9 Employees
    Chicago IL

    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.

    Clients
    Truly Toya Lingerie & Loungewear
    Industries
    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

  • 29
    Undisclosed
    50 - 249 Employees
    Chicago IL
    Sonoma Partners is a CRM consulting and SI company founded in 2001. Their midsize team is in Chicago, Illinois. The agency provides CRM consulting and SI, cloud consulting & SI, and IT strategy consulting.
    Industries
  • 30
    Undisclosed
    250 - 999 Employees
    Lisle IL
    AST LLC is a Lisle, Illinois-based non-voice bpo/back office services and CRM consulting and SI company. The midsize agency was founded in 1995. Their services include non-voice bpo/back office services and CRM consulting and SI.
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