The Best CRM Consulting Firms in The Windy City

Looking for 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

    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+
    group10 - 49 Employees
    place Chicago, IL
    5.0
    5.0
    4 Clutch reviews
  • 2

    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

  • 3

    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
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  • 4

    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
  • 5

    Prompt Softech

    Prompt Softech is a software development company that was founded in 2008. Headquartered in Ahmedabad, India, the company consists of 202 employees. They specialize in custom software development, mobile app development, CRM consulting, and SI. They primarily work with midmarket clientele in the information technology, financial services, and healthcare sectors. 

    Notable Project

    Prompt Softech partnered with an employee management solutions company to design an applicant tracking system. After supporting a cloud-based application, their role expanded and they began to work long-term. The client started to consider Prompt Softech an invaluable part of their company.

    "We have been meeting with them several times a week for more than five years. They are part of our company." – CTO, IT Services Company

     

     

    Former clients
    AMUL
    Bayside
    Adani
    Creamistry
    $ $ $ $ $
    equalizer $10,000+
    group250 - 999 Employees
    place Wheeling, IL
    4.8
    4.8
    6 Clutch reviews
  • 6

    SADA Systems

    SADA Systems, with a team of 350+ employees, is a software consulting agency that was founded in 2000. SADA Systems is headquartered in Los Angeles, with an office in Washington. The agency helps a variety of clients with their cloud consulting and system integration, IT strategy consulting, and software development needs.

    Notable Project

    SADA Systems took a product and customized it specifically for a government agency. After the first year of implementation, the development work has led to an increase in investment. The government agency appreciated that SADA Systems modified their approach to fit the client's needs.

    "SADA Systems was very flexible and helped us through any difficulties." – Manager, City Transportation Authority

    Former clients
    Colgate
    Guess
    Papa Johns
    Virgin Mobile
    $ $ $ $ $
    equalizer $25,000+
    group50 - 249 Employees
    place Chicago, IL
    4.9
    4.9
    5 Clutch reviews
    Awards

    Microsoft Gold Partner , Google Cloud Premier Partner , Los Angeles Business Journal: 100 Fastest Growing Private Companies , Inc. 5000: List of America's Fastest Growing Private Companies

  • 7

    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
  • 8

    Velvetech LLC

    A software development company, Velvetech is located just north of Chicago in Northbrook, IL. It was founded in 2004 and employs a team of around 50 development experts who specialize in custom software development, mobile app development, CRM and sales intelligence consulting, and web development for midmarket clients across a variety of industries.

    Notable Project

    A healthcare software company hired Velvetech to supplement its internal team's work on 2 large projects. Velvetech used a .NET stack to build out a healthcare coordination app and patient-facing app that are both available on iOS and Android.

    "They were quick, bright, and nice to work with. Even though they weren’t familiar with some of the concepts in healthcare, they learned quickly. They were also polite and communicated well." – Senior VP of IT, Healthcare Software Company

    Former clients
    Apache Corporation
    TradingBlock
    Insureon
    Tradespoon
    $ $ $ $ $
    equalizer $25,000+
    group50 - 249 Employees
    place Northbrook, IL
    4.9
    4.9
    16 Clutch reviews
    Awards

    bpmonline: Outstanding Engineering Skills award

  • 9

    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

    Undisclosed

    group10 - 49 Employees
    place Chicago, IL
    5.0
    5.0
    2 Clutch reviews
  • 10

    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)

  • 11

    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
    4.9
    4.9
    9 Clutch reviews
  • 12

    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
  • 13

    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
    5.0
    5.0
    6 Clutch reviews
  • 14

    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
  • 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

    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
Tell us about your project
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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.

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