The Best CRM Consulting Firms in NYC

Looking for a top CRM company in New York City?

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 New York City. Browse descriptions, feedback, and awards to find which can best suit your company’s needs.

List of the Best New York City CRM Consulting Firms

  • 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)

  • 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.

  • 2

    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
    9 Clutch reviews
  • 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 New York, NY
    5.0
    5.0
    4 Clutch reviews
  • 4

    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
  • 5

    Marlabs Inc

    Marlabs Inc is a digital firm that has offices in Piscataway, N.J., and Bangalore, India. Founded in 1996, Marlabs Inc's team of over 1,500 employees has over two decades of experience in CRM consulting, SI and big data consulting, and SI. The firm primarily works with mid-market and larger clients from the education, financial services, and health care industries. 

    Notable Project

    Marlabs Inc partnered with a bank in order to develop digital solutions for product implementation. The client wanted software that would help align the organization's product capabilities with their business requirements. Marlabs Inc created multiple software functions, including a digital lending solution in order to meet the client's needs. The client was impressed with the efficiency and quickness that the team at Marlabs Inc displayed when finishing the complex project. 

    "Marlabs has done a wonderful job at taking these customer products live in about three months, a short duration for a digital transformation project of this scope and size. "-CEO, IT Company 

    Former clients
    Reliant Energy
    Energy Hub
    New York Times
    Lifetime
    $ $ $ $ $
    equalizer $100,000+
    group1,000 - 9,999 Employees
    place Piscataway, NJ
    4.0
    4.0
    1 Clutch review
    Awards

    2014 CIO Review: 20 Most Promising Cloud Computing Companies , 2013 NJBIZ Best Places to Work In New Jersey

  • 6

    Addax LLC

    Addax LLC is an IT company in Union City, N.J. Founded in 2012, they have about 10 employees that serve small-business and midmarket clients in a variety of industries. Services include custom software development and CRM consulting.

    Notable Project

    Addax LLC handled SalesForce implementation services for a digital marketing agency. They worked on functionalities such as lead capture and internal notifications for support tickets. As a result, the client’s sales increased.

    “The team was on top of everything and Yaro PM'ed everything perfectly.” – CEO, Digital Marketing Agency

    $ $ $ $ $
    equalizer $1,000+
    group10 - 49 Employees
    place Union City, NJ
    5.0
    5.0
    2 Clutch reviews
  • 7

    Go Nimbly

    Go Nimbly is a technical consulting firm founded in 2013. Headquartered in San Francisco, Calif., Go Nimbly's approximately 20 employees specialize in CRM consulting and SI, custom software development, and UX/UI design. The client appreciated Go Nimbly's comprehensive documentation, which enabled them to track the progress of integration and development up until deployment.

    Notable Project

    A communications technology company hired Go Nimbly to manage their integration with Salesforce and Eloqua, Oracle's automated marketing platform. They had been experiencing issues with the Salesforce platform and lead retention, which Go Nimbly's integration resolved.

    "Go Nimbly was able to document early on what our objective was, and able to prove at the end that the data does match correctly, in a series of reports and dashboards that aligned with what we were looking for." - Senior Sales Operations Manager, Communications Technology Company

    Former clients
    Lanetix
    InsideTrack
    OpenDNS
    Farmers Business Network
    $ $ $ $ $
    equalizer $50,000+
    group10 - 49 Employees
    place New York, NY
    5.0
    5.0
    2 Clutch reviews
  • 8

    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 New York, NY
    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

  • 9

    Damco Solutions

    Damco Solutions is a software development and product engineering company, founded in 1996. They employ 401 staff across their offices in London, Luxembourg, India, and New Jersey, where they provide custom software and mobile app development, AI, business analytics, and QA. They work predominantly with small, mid-size and large companies in finance, business services, and IT.

    Notable Project

    Damco Solutions developed a user interaction platform for an insurance company. They built out capabilities for claims adjustment, payment terminal management, and customer service. The platform delivered by Damco Solutions was executed flawlessly, increasing subscriptions immediately and maintaining product integrity through scaling.

    “The product we received was flawless, robust and scalable and thus we have gained a good number of monthly subscriptions which was beyond the numbers we expected.” – Product Manager, Insurance Company

    $ $ $ $ $
    equalizer $5,000+
    group1,000 - 9,999 Employees
    place Princeton`, NJ
    5.0
    5.0
    9 Clutch reviews
  • 10

    Zivoke

    Founded in 2009, Zivoke is a development firm. Their team of around 10 employees is based in New York. They focus on web development, CRM consulting, and mobile app development.

    Notable Project

    Zivoke provided CRM management services for a nonprofit. They cleaned up and deduplicated the client's Salesforce, providing customizations where necessary.

    "They’re always willing to listen to an issue that we’re having as it comes up and work on it even if it isn’t strictly within the scope of our agreement." – Systems & Operates Manager, Nonprofit

    Former clients
    Revoton
    Cendyn
    Rubrik
    $ $ $ $ $
    equalizer $1,000+
    group10 - 49 Employees
    place New York, NY
    5.0
    5.0
    4 Clutch reviews
  • 11

    Net at Work Inc.

    Net at Work Inc. is an IT company in New York and Miami. Founded in 1996, they have about 390 employees that serve small-business and midmarket clients in the manufacturing, e-commerce, and financial sectors. Services include managed IT services, CRM consulting, and ERP consulting.

    Notable Project

    Net at Work Inc. provided ERP consulting services for an electronic payment company. Their team installed and integrated a custom ERP system as well as trained the partner's internal team on how to operate it. The deliverables and services met expectations, and the partner is happy with the results.

    "Their team is thorough; they see every case to its conclusion." –VP of Sales & Marketing, Electronic Payment Company

    Former clients
    Palmer Holland
    JR’S POS Depot
    Great Bay Distributors
    $ $ $ $ $
    equalizer

    Undisclosed

    group50 - 249 Employees
    place New York, NY
    5.0
    5.0
    2 Clutch reviews
  • 12

    StackBoost

    StackBoost is a small IT firm headquartered in New York. Founded in 2019, their main focus lines are CRM consulting, BI & big data consulting, and custom software development.

    Notable Project

    StackBoost developed a CRM for a media company. The team created the database to go through the client's workflow automatically. 

    "It’s a pleasure to work with somebody who can code and simultaneously translate my ideas into software." – Operations Manager, Media Company

    Former clients
    Blackhawk Media Group
    Live Leads GURU
    Medigap Healthcare
    $ $ $ $ $
    equalizer $25,000+
    group2 - 9 Employees
    place New York, NY
    4.9
    4.9
    5 Clutch reviews
  • 13

    SourceMash Technologies

    SourceMash Technologies is a business agency based in Mohali, India, and founded in 2009. With over 50 employees, they are experts in e-commerce development, digital strategy, and CRM consulting solutions for clients in the industries of advertising and consumer products.

    Notable Project

    SourceMash Technologies provided a digital transformation solution for a custom picture frame company. The company had SourceMash Technologies develop three websites connected through a web portal. The company is impressed by SourceMash Technologies’ work.

    “They're a complete digital transformation partner, and we're very pleased with everything they do for us.” - CIO, Custom Picture Frame Company

    Former clients
    Larson-Juhl
    Govinda's Cafe
    Creative Website UK
    $ $ $ $ $
    equalizer $1,000+
    group50 - 249 Employees
    place New York City, NY
    5.0
    5.0
    1 Clutch review
  • 14

    Forcery Salesforce Consultants New York City

    Forcery Salesforce Consultants New York City is a consulting partner founded in New York in 2020. Their team of no more than 10 offers CRM consulting, marketing strategy, and business consulting solutions for enterprise-level and mid-market businesses.

    Notable Project

    Forcery Salesforce Consultants New York City provided Pardot implementation services for a hedge fund. The goal was to implement a marketing solution for the fund to gain a presence. A solution was formed two weeks earlier than expected.

    “Product knowledge, communication and helpfulness was perfect.” - Interim CIO, Hedge Fund

    $ $ $ $ $
    equalizer $5,000+
    group2 - 9 Employees
    place New York, NY
    5.0
    5.0
    1 Clutch review
  • 15

    HUNTER Digital

    HUNTER is a digital marketing and online optimization agency located in New York, NY. Founded in 2010, HUNTER is expert in SEO, PPC, social media marketing, digital strategy, and conversion optimization. The team of nearly 10 employees works with businesses ranging from e-commerce retailers to start-ups to established brands. They're committed to supplying clients with the digital marketing techniques that get the results they need to succeed and stand out in a crowded, competitive environment.

    Notable Project

    HUNTER worked with an automotive company to improve its search engine marketing (SEM) and increase qualified online traffic. The HUNTER team built out the client's existing Google and Bing paid advertising accounts, helping them achieve key performance goals such as return on ad spend.

    “I wouldn’t hesitate to recommend them. ... Trust them to do the job. They’ve done a good job for us.” – President, Automotive Company

    Former clients
    Bikini.com
    AutoRentals.com
    Ashford.com
    Bluestonelane.com
    Proworld.com
    Maiyet.com
    EverSafe.com
    Olapic.com
    Kisi.com
    Lamb Financial
    Blink Insights
    Pythian
    $ $ $ $ $
    equalizer $1,000+
    group2 - 9 Employees
    place New York, NY
    4.8
    4.8
    6 Clutch reviews
  • 16

    AKAVEIL Technologies LLC

    AKAVEIL Technologies LLC is a consultancy based in Fairview, N.J., and founded in 2010. With no more than 50 employees, they provide IT strategy consulting, cloud consulting, and CRM consulting solutions to clients ranging from small firms to large businesses.

    Notable Project

    AKAVEIL Technologies LLC provided strategy consulting and IT services to a product distributor. The distributor needed an IT solution for their family-run business. AKAVEIL Technologies LLC’s support streamlined the distributor’s operations.

    “An absolute smooth transition and we are all operating at ... quicker and efficient speeds. Our company revenue is showing too.” - VP of Sales & Marketing, Product Distributor

    Former clients
    New Beginnings Window and Door
    Mark L. Cortegiano, Esq.
    Uliase & Uliase
    $ $ $ $ $
    equalizer $1,000+
    group10 - 49 Employees
    place Fairview, NJ
    5.0
    5.0
    4 Clutch reviews
  • 17

    Computer Solutions East

    Computer Solutions East is a full service software licensing, network services, and support provider based in New Rochelle, N.Y. This company was founded in 2006 and has over 80 employees. Computer Solutions Easy offers managed IT services, IT consulting, app development and cloud solutions.

    Notable Project

    Computer Solution East acted as a Microsoft partner for a manufacturing company. They helped to migrate the billing for Microsoft 365 licenses over to the vendor's own portal. The licenses were successfully migrated and an ongoing business relationship was established between the two companies.

    "Their desire to help me out - both with services and just advice - as well as their personable and friendly staff have all been very impressive to me so far. I feel that we will have a good ongoing relationship for some time to come." – IT Director, Manufacturing Company

    Former clients
    Sandell Asset Management Corp
    Durst Corporation
    Canaan Partners
    $ $ $ $ $
    equalizer $1,000+
    group50 - 249 Employees
    place New Rochelle, NY
    5.0
    5.0
    14 Clutch reviews
  • 18

    Brain Studioz

    Brain Studioz is a development agency based in New York. They have a team of around 5 employees and were founded in 2009. They provide web, custom software, and mobile app development services to primarily small businesses. 

    Notable Project

    Brain Studioz developed a website for a vacation rental management company. They added customized features for a booking engine. The final product is integral to the business successfully gathering leads and inquiries. 

    "Great design team and quick turn around on all projects." – CEO, Vacation Rental Management Company

    Former clients
    Kuero Hospitality
    Vilotel Luxury Villas
    BlueBox Packaging
    12 Design
    Andersons
    $ $ $ $ $
    equalizer $1,000+
    group10 - 49 Employees
    place New York, NY
    4.5
    4.5
    1 Clutch review
  • 19

    Logismico

    Logismico is a web agency based in New York with more than two employees. Founded in 2010, they offer web development, custom software development, and product design services for clients in the fields of advertising, business services, and consumer products.

    Notable Project

    Logismico worked with a marketing agency to deliver mobile app dev services. The agency has clients that need mobile app solutions, and Logismico facilitates the apps’ development. The agency is happy with the results Logismico provides.

    “Perfect, our workflows were completely in sync.” - President, Marketing Agency

    Former clients
    TeamTracky
    Swimply
    Vanguard
    $ $ $ $ $
    equalizer $10,000+
    group2 - 9 Employees
    place Hicksville, NY
    4.9
    4.9
    4 Clutch reviews
  • 20

    ideahash

    Ideahash is a digital advisory founded in 2019 and located in Brooklyn, N.Y. The team of fewer than 10 employees offers digital strategy, content marketing, SEO, IT strategy consulting, and CRM consulting and SI services.

    Notable Project

    Ideahash developed an e-commerce platform for a pharmaceuticals company. Additionally, the team managed Facebook and Instagram marketing and wrote blog content. They were a proactive partner, and their efforts streamlined marketing efforts. 

    “Our conversion rates have increased along with our average customers per day and average price per sale.” – Managing Partner, Pharmaceuticals Company

    Former clients
    Boerum Hill Chemist Pharmacy
    Codacity
    $ $ $ $ $
    equalizer $1,000+
    group2 - 9 Employees
    place Brooklyn, NY
    4.5
    4.5
    2 Clutch reviews
  • 21

    Happiest Minds Technologies

    Happiest Minds Technologies is a big data consulting company based in Bengaluru, India, with 14 other offices around the world. Founded in 2011, their team of about 2,400 employees primarily provides midmarket and enterprise businesses mainly for the financial services, retail, and media industries. They specialize in BI/SI & big data consulting, cloud consulting, and web development.

    Notable Project

    Happiest Minds Technologies provided IT capabilities for a large project for a financial services company. They implemented strategy and support services that the client reported made the life of its employees much easier in terms of workload and efficiency.

    "They are an amazing service, and you should partner with them because they are reliable." — IT Manager, Financial Services Company

    Former clients
    <strong>:;</strong>McAfee Excellence Award
    NASSCOM HR Best Practices Award (2016)
    Cloud Solutions Awards Gold (2015)
    Annual APAC Partner Summit Awards (2014)
    $ $ $ $ $
    equalizer $5,000+
    group1,000 - 9,999 Employees
    place Princeton, NJ
    4.5
    4.5
    1 Clutch review
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