Top 100 CRM Consultants in New York City

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Top 100 CRM Consultants in New York City

September 2023

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

List of the Best New York City CRM Consulting Firms

  • 1
    • Scheduling

      4.9
    • Quality

      4.9
    • Cost

      4.5
    • NPS

      4.9
    Read Full Reviews on Clutch Visit Site
    • $100,000+
    • 1,000 - 9,999 employees
    • New York, NY

    DataArt is a software engineering firm in München, Germany; Zug, Switzerland; London, England; and New York. Founded in 1997, they have about 3,000 employees that serve mainly midmarket and small-business clients in the financial, healthcare, and IT sectors. Services include custom software development, enterprise app modernization, and UI/UX design.

    Clients

    • The Carlyle Group
    • Nasdaq
    • Apax Partners
    • Monex

    Industries

    Notable Project

    DataArt provides e-commerce solutions for a B2B marketplace. The team is responsible for creating an automated and scalable solution that can be operated in multiple countries.

    "They try to solve problems in challenging times, which is highly appreciated."

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  • 2
    • Scheduling

      4.0
    • Quality

      5.0
    • Cost

      5.0
    • NPS

      5.0
    Read Full Reviews on Clutch Visit Site
    • $50,000+
    • 1,000 - 9,999 employees
    • New York, NY

    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.

    Clients

    • Stanley Black & Decker
    • Lenovo
    • Nuance
    • American Red Cross

    Industries

    Notable Project

    Using Eloqua and Salesforce, Bluewolf automated an energy company's marketing. They dovetail the systems, design campaigns, develop training materials, and provide management and account consultation.

    "They...design brilliant campaigns that are easy to manage."

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  • 3
    • Scheduling

      4.6
    • Quality

      4.8
    • Cost

      4.7
    • NPS

      4.9
    Read Full Reviews on Clutch Visit Site
    • $25,000+
    • 50 - 249 employees
    • New York, NY

    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.

    Clients

    • ExactData
    • Hub
    • Rec
    • WorkPlace

    Industries

    Notable Project

    Ergonized outstaffs development support and services to a health and fitness platform. Their work has included extending a WordPress site’s front- and backends.

    “The ease of doing business with Ergonized sets them apart.”

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  • 4
    • Scheduling

      4.0
    • Quality

      4.7
    • Cost

      4.3
    • NPS

      5.0
    Read Full Reviews on Clutch Visit Site
    • $10,000+
    • 50 - 249 employees
    • New York, NY

    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.

    Industries

    Notable Project

    Audaxium provided the development and training and also became responsible for onboarding clients that required systems integration with the NetSuite ERP. They also helped with the marketing side.

    "[T]heir attention to detail and willingness to do any leaps and bounds to make the customer is second to none."

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  • 5
    • Scheduling

      5.0
    • Quality

      5.0
    • Cost

      5.0
    • NPS

      3.8
    Read Full Reviews on Clutch Visit Site
    • $10,000+
    • 250 - 999 employees
    • Edison, NJ

    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.

    Clients

    • Dogfish Head
    • American Pharmacists Association
    • Cabinet Discounters
    • Inc

    Industries

    Notable Project

    Velosio is helping streamline an airline firm's Microsoft Teams structure, SharePoint connectivity, and other communication channels, to optimize their workforce and day-to-day operations.

    "We were very satisfied with their work and would recommend using them to anyone."

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  • 6
    • Scheduling

      4.8
    • Quality

      4.8
    • Cost

      4.4
    • NPS

      4.9
    Read Full Reviews on Clutch Visit Site
    • $25,000+
    • 1,000 - 9,999 employees
    • New York, NY

    Keyrus is a digital consulting agency that has been offering BI and Big Data consulting, IT strategy consulting, Cloud consulting, and SI services to their clients in the retail, business services, and financial services industries since 1996. Their 10,000 employees are based out of their offices in London, NYC, LA, D.C., France, and Toronto. 

     

    Clients

    • Dannon
    • Shake Shack
    • AB InBev
    • Remy Cointreau

    Industries

    Notable Project

    A life sciences solutions company has hired Keyrus to provide data analysis and consulting services. Using Tableau as their main tool, they're creating robust data models for management and analytics.

    ''We enjoy working with them.''

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  • 7
    • $10,000+
    • 50 - 249 employees
    • New York, NY

    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
    • Kenmore

    Industries

    Notable Project

    An IT company partnered with CloudMasonry to work on a complex project for their business. They were in charge of providing frontend development and adding additional lines of insurance for their clients.

    "They quickly provided estimates and new plans for next steps and resources needed to move forward."

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  • 8
    • $5,000+
    • 2 - 9 employees
    • New York, NY

    Eudokia Technologies, a CRM consulting and SI company, was founded in 2021. They are based in Nicosia, Cyprus and have a small team. Their services include CRM consulting and SI, IT strategy consulting, ERP consulting and SI, and BI & big data consulting & SI.

    Clients

    • Arbor Financial Group
    • EcoShield Exteriors
    • Anodos Advisors
    • Center for Dialog & Resolution

    Industries

    Notable Project

    Eudokia Technologies provided software development and support to a financial services firm. They customized MS Dynamics and PowerBI to give the client an end-to-end solution.

    "They delivered a CRM system that operated efficiently."

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  • 9
    • $1,000+
    • 50 - 249 employees
    • New Rochelle, NY

    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.

    Clients

    • Sandell Asset Management Corp
    • Durst Corporation
    • Canaan Partners
    • MedOptions

    Industries

    Notable Project

    An online retailer engaged with Computer Solutions East to help secure their new Office 365 licenses, configured their domain, set up their accounts, and migrate the email data for their business.

    "The vast knowledge of Microsoft was apparent, and customer care is clearly their priority."

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  • 10
    • $25,000+
    • 50 - 249 employees
    • New York, NY

    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.

    Clients

    • Colgate-Palmolive
    • State of Arizona
    • TrueCar
    • Hunterdon Healthcare

    Industries

    Notable Project

    SADA Systems completed a system migration from GroupWise to Google Apps. The team entered the project during the sales cycle, then completed the information transfer, rollout, and conversion.

    "They’re responsive and have a good amount of knowledge about Google Apps."

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  • 11
    • Scheduling

      4.5
    • Quality

      5.0
    • Cost

      4.4
    • NPS

      2.5
    Read Full Reviews on Clutch Visit Site
    • $10,000+
    • 1,000 - 9,999 employees
    • New York, NY

    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

    • Trustmarque
    • iRacing.com
    • Rampart Insurance Services
    • The Bridgespan Group

    Industries

    Notable Project

    Crowe Horwath manages a software firm's CRM on an as-needed basis. Projects address various business needs and have involved data migration, custom development, and ongoing support.   

    "[T]hey're not just coders, they're solution providers."

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  • 12
    • Scheduling

      4.5
    • Quality

      4.9
    • Cost

      4.5
    • NPS

      5.0
    Read Full Reviews on Clutch Visit Site
    • $1,000+
    • 10 - 49 employees
    • New York, NY

    Launched in 2005, LENET is a small based in Sandy Springs, Georgia. Their services include.

    Industries

    Notable Project

    LENET provides managed IT services for a nonprofit organization. They have implemented a host of efficiencies and cybersecurity measures, handle day-to-day IT needs, and are currently implementing new software.

    "They took the time to get to know us as a client and to make our priorities their priorities."

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  • 13
    • Undisclosed
    • 1,000 - 9,999 employees
    • New York, NY

    Headquartered in New York, New York; Paris, France; Toronto, Canada and London, United Kingdom, Customertimes Corp is a CRM consulting and SI company. They focus on CRM consulting and SI, custom software development, other application development, IT managed services, and more and were founded in 2007.

    Industries

    Notable Project

    Customertimes Corp developed a SaaS solution for a clinical research company. They leveraged iOS, Salesforce, and Flutter to build the software.

    "We were impressed with their experience, vertical technical skills, and passion for solving complex challenges."

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  • 14
    • Undisclosed
    • 250 - 999 employees
    • New York, NY

    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.

    Clients

    • Palmer Holland
    • JR’S POS Depot
    • Great Bay Distributors
    • American Kennel Club

    Industries

    Notable Project

    Net at Work Inc. provides ERP consulting services for an electronic payment company. In efforts to update the partner's IT infrastructure, they installed, integrated, and launched a custom ERP system.

    “It’s clear that they’re experts; we know we picked the right partner to go with.”

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  • 15
    • $5,000+
    • 2 - 9 employees
    • New York, NY
    Wintec Group Inc. Is a CRM consulting and SI company. Their small team is located in New York, New York and focuses on CRM consulting and SI. The company was established in 1996.

    Industries

    Notable Project

    Wintec Group Inc. provided Microsoft Business and Maximizer migration for a medical products provider. The team was also tasked with training and developing marketing campaigns.

    "They were a great company to work with for CRM integration and usage."

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  • 16
    • $5,000+
    • 2 - 9 employees
    • New York, NY

    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.

    Industries

    Notable Project

    Forcery Salesforce Consultants provided IT consulting for a rapid-growth hedgefund. The team built the client's Pardot Marketing Automation and streamlined its marketing using the sales prospecting process.

    "The domain expertise of the people we talked to was amazing."

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  • 17
    • Scheduling

      5.0
    • Quality

      5.0
    • Cost

      4.5
    • NPS

      5.0
    Read Full Reviews on Clutch Visit Site
    • $50,000+
    • 10 - 49 employees
    • New York, NY

    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.

    Clients

    • Twilio
    • Coursera
    • PagerDuty
    • Everstring

    Notable Project

    Go Nimbly supported integration of two back-end billing systems. The team integrated Eloqua and Salesforce, documented both systems, and implemented the Guide Star API. 

    "The experience with all the Go Nimbly employees has been incredible."

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  • 18
    • Undisclosed
    • 10 - 49 employees
    • Englewood, NJ

    Price Reporter Inc. Is an Englewood, New Jersey-based CRM consulting and SI company. The small team provides CRM consulting and SI and was founded in 2006.

    Clients

    • Adorama
    • Darley
    • Envision
    • MSC

    Industries

    Notable Project

    Price Reporter Inc. provided IT consulting and SI for a government contracting and supply company. They integrated a system for managing large-volume orders, catalogs, and procurement to grow the business. 

    "They truly cared about the success of their clients."

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  • 19
    • Undisclosed
    • 1,000 - 9,999 employees
    • Teaneck, NJ

    CRM consulting and SI and ERP consulting and SI company Cognizant Services was established in 1994. They are located in Teaneck, New Jersey; Bengaluru, India and Buenos Aires, Argentina and have a large team. Cognizant Services focuses on CRM consulting and SI and ERP consulting and SI.

    Industries

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  • 20
    • $10,000+
    • 1,000 - 9,999 employees
    • New York, NY

    AKQA is a multidisciplinary development company with headquarters in San Francisco and offices around the world. The company was founded in 1994 and has grown to a team of over 2,000 that specializes in e-commerce development, mobile app development, CRM consulting & SI, and social media marketing services to companies of all sizes.

    Clients

    • Nike
    • Champs Sports
    • BBC
    • Call of Duty

    Industries

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  • 21
    • Undisclosed
    • 250 - 999 employees
    • New York, NY

    Silverline is a CRM consulting and SI company located in New York, New York and Omaha, Nebraska. The midsize team provides CRM consulting and SI, cloud consulting & SI, and IT managed services and was established in 2009.

    Industries

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  • 22
    • $1,000+
    • 50 - 249 employees
    • New York, NY
    Concretio Apps is a midsize CRM consulting and SI company. In Gurugram, India, the agency was established in 2013. Their services include CRM consulting and SI, custom software development, accounting, and mobile app development.

    Industries

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  • 23
    • $50,000+
    • 1,000 - 9,999 employees
    • New York, NY

    West Monroe is a Chicago, Illinois-based cloud consulting & SI company. The large company was launched in 2002. Their services include cloud consulting & SI, CRM consulting and SI, cybersecurity, IT strategy consulting, and more.

    Industries

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  • 24
    • $25,000+
    • 250 - 999 employees
    • New York, NY
    Decision Foundry is a midsize New York, New York-based CRM consulting and SI company. Launched in 2022, the team specializes in CRM consulting and SI, BI & big data consulting & SI, and cloud consulting & SI.

    Industries

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  • 25

    Worked with Bookmark Content and Communications?

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    • $25,000+
    • 50 - 249 employees
    • New York, NY

    Founded in 1986, Bookmark Content and Communications is a midsize content marketing company headquartered in Holborn, United Kingdom; Toronto, Canada; New York, New York and Los Angeles, California. Their services include content marketing, CRM consulting and SI, media planning & buying, public relations, and more.

    Industries

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  • 26
    • Undisclosed
    • 1,000 - 9,999 employees
    • New York, NY
    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

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  • 27
    • Undisclosed
    • 50 - 249 employees
    • New York, NY
    Asperii is a founded in 2011. Headquartered in New York, New York; London, United Kingdom; Petah Tikva, Israel and Tamm, Germany, their midsize team focuses on.

    Industries

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  • 28
    • Scheduling

      4.8
    • Quality

      4.5
    • Cost

      5.0
    • NPS

      5.0
    Read Full Reviews on Clutch Visit Site
    • $1,000+
    • 2 - 9 employees
    • Brooklyn, NY

    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.

    Clients

    • Brooklyn Chamber of Commerce Young Professionals Committee
    • Leveldesk
    • TicketWiper
    • Boerum Hill Chemist Pharmacy

    Notable Project

    ideahash performed digital advertising services to enhance the presence of a mobile app. Tasks included content creation (e.g. animation and blogs), strategy development, as well as market research.

    "They made us and our client’s work a top priority."

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  • 29
    • Undisclosed
    • 50 - 249 employees
    • New York, NY
    Coral Team is a midsize big data analytics company. They provide BI & big data consulting & SI, CRM consulting and SI, custom software development, and mobile app development and were established in 2002. The company is headquartered in New York, New York.

    Industries

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  • 30
    • $1,000+
    • 2 - 9 employees
    • New York, NY
    SSR Digital Group, a CRM consulting and SI and business consulting company, was launched in 2018. The agency offers CRM consulting and SI and business consulting and has a small team. The agency is headquartered in New York, New York.

    Industries

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