The Best CRM Consulting Firms in The Bay Area

Looking for a top CRM company in San Francisco?

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 San Francisco. Browse descriptions, feedback, and awards to find which can best suit your company’s needs.

List of the Best San Francisco 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 San Francisco, CA
    5.0
    5.0
    1 Clutch review
    Awards

    Salesforce Partner Innovation Awards Winner (2015, 2016, 2017)

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  • 2

    Grazitti Interactive

    Founded in 2008, Grazitti Interactive is a digital marketing agency based in Sunnyvale, Calif. with a team of 600 spread across offices in India, Australia, and Singapore. They provide CRM consulting, UX/UI design, and email marketing for mid market and enterprise companies; they primarily work in the information technology, real estate, hospitality industries. 

    Notable Project

    Grazitti Interactive partnered with a digital agency to provide Drupal web development. They needed to level up their client to a more modern, user friendly design; that is exactly what Grazitti provided them. 

    "Their ability to take our designs and really bring them to life, without overspending on resources. Their ability to effectively set the scope of a project really sets them apart." – Digital Marketing Manager, Digital Agency           

    Former clients
    The Healthy Mummy
    Pluscare
    Hach Company
    $ $ $ $ $
    equalizer $1,000+
    group250 - 999 Employees
    place San Ramon, CA
    5.0
    5.0
    2 Clutch reviews
  • 3

    Cyntexa

    Founded in 2018, Cyntexa is a Salesforces consulting and development company headquartered in Jaipur, India with another location in Rajasthan, India. Their team of 68 provides CRM consulting and SI, cloud consulting and SI, and custom software development for small and midmarket businesses.

    Notable Project

    Cyntexa provided staff augmentation for a healthcare software company, to help with the re-architecture of a core platform that is going through beta testing. Customers are giving positive feedback about the new product. They're good at focusing on what their client wants and adapting to the needs of the client.

    "They work seamlessly as part of the team, which is a powerful asset." –VP of Product, Healthcare Software Company

    Former clients
    Pointcare
    Pixely
    Accolend
    Abstrakt Marketing
    M4B Ltd
    $ $ $ $ $
    equalizer $5,000+
    group50 - 249 Employees
    place San Francisco, CA
    4.8
    4.8
    13 Clutch reviews
  • 4

    MondayCall

    MondayCall is a cloud and CRM consulting firm based in San Francisco. Their team of about 150 serves clients of all sizes across a range of industries. Additional services include SI and IT managed services. They were founded in 2009.

    Notable Project

    MondayCall provided Salesforce solutions to a video conferencing platform. The team built a customized automated tracking tool. Their services exceeded expectations.

    "With the automation that comes with the solution MondayCall delivered, we’ve vastly improved our internal efficiency." — Director, Video Conferencing Platform

    Former clients
    Google
    Pinterest
    Docker
    Slack
    San Francisco Travel
    $ $ $ $ $
    equalizer $1,000+
    group50 - 249 Employees
    place San Francisco, CA
    5.0
    5.0
    11 Clutch reviews
  • 5

    Mannya Techno Solutions Inc

    Founded in 2016, Mannya Techno Solutions Inc is headquartered in Pleasanton, Calif. with another location in Hyderabad, India. With 29 employees, they provide custom software development, UX/UI design, cloud consulting, and SI services.

    Notable Project

    Mannya Techno Solutions Inc helped digitize PDF's and quotes in order to smooth business transactions for a product delivery company. Their solution overcomes all of the challenges.

    "Mannya Techno Solutions provided a user friendly solution which overcomes all the challenges." –CEO, Product Delivery Company

    Former clients
    CS Teqnio
    The Media Street
    Pluto7
    Radius
    Techtran
    $ $ $ $ $
    equalizer $5,000+
    group10 - 49 Employees
    place Pleasanton, CA
    4.8
    4.8
    3 Clutch reviews
  • 6

    RT Dynamic

    RT Dynamic is a consulting firm founded in 2013 with over 50 employees. Based in San Francisco, they specialize in CRM consulting and SI solutions for clients.

    Notable Project

    RT Dynamic provided their consulting services to a mental health association. The association needed an additional health information system to manage their programs. RT Dynamic’s contributions have helped the association save time and effort.

    “They can deliver quickly and truly want to do a good job.” - Sr. Director of Digital Strategy & Experience, Mental Health Association

    Former clients
    CMHA
    $ $ $ $ $
    equalizer

    Undisclosed

    group50 - 249 Employees
    place San Francisco, CA
    5.0
    5.0
    1 Clutch review
  • 7

    Five9

    Five9 is a cloud-based call center software provider. Their team of about 1,000 employees is based in San Ramon, Calif. Services include CRM, ERP, and IT consulting, as well as voice services. They were founded in 2001. 

    Notable Project

    Five9 provided sales and marketing support to a legal service access firm. The team helped the firm automate their dialing process, which helped improve internal processes as well as sales.

    "Time was our biggest metric, and Five9 delivered. We also achieved the efficiency goals we were looking for, and our sales have increased." — Contact Center Manager, Legal Service Access Firm

    Former clients
    DebtCleanse
    DoorDash
    lululemon
    Expedia
    DHL
    $ $ $ $ $
    equalizer

    Undisclosed

    group250 - 999 Employees
    place San Ramon, CA
    4.0
    4.0
    1 Clutch review
    Awards

    Aragon Research Innovation Award: Intelligent Contact Center (2019)

  • 8

    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 San Francisco, CA
    5.0
    5.0
    2 Clutch reviews
  • 9

    Darwinian Ventures

    Darwinian Ventures is a growth advisory firm founded in San Francisco in 2017 with no more than 50 members. They provide CRM consulting, voice services, and business consulting solutions for small businesses in various fields, including business services and education.

    Notable Project

    Darwinian Ventures provided lead generation solutions for a B2B SaaS company. The company wanted to quickly boost their sales with marketing campaigns. Darwinian Ventures helped land more than 20 meetings for the company within the first month.

    “I like the early stage B2B experience the team brings.” - CEO, B2B SaaS Company

    Former clients
    Nuvoloso
    Evisort
    Sonia.ai
    $ $ $ $ $
    equalizer $5,000+
    group10 - 49 Employees
    place San Francisco, CA
    5.0
    5.0
    2 Clutch reviews
  • 10

    AI Bees

    AI Bees is a digital agency in San Francisco. Founded in 2018, they have about 161 employees that serve mostly small-business and midmarket clients in the IT, business, and advertising industries. Services include digital strategy, email marketing, and digital marketing.

    Notable Project

    AI Bees provided social media marketing services for a translation optimization listings firm. They helped identify the partner's target audience and reached out to leads through email marketing. They contacted about 7,000 leads and those efforts led to an increase in the partner's client acquisition numbers. 

    "They provided great customer care and never failed to contact me once a week." –Director & Co-Founder, Translation Optimization Listings Firm

    Former clients
    COPADO
    secucloud
    bnp media
    $ $ $ $ $
    equalizer $1,000+
    group50 - 249 Employees
    place San Francisco, CA
    4.7
    4.7
    6 Clutch reviews
  • 11

    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 San Jose, CA
    4.5
    4.5
    1 Clutch review
  • 12

    ForceBrain - Out of Business

    Founded in 2008, ForceBrain is a mobile and cloud content relationship management (CRM) specialist agency. They have just under 40 employees and are based in San Francisco with offices in New York, Atlanta, and India. Their services revolve entirely around the Salesforce CRM platform, for which they do custom web and mobile development and staff augmentation.

    Notable Project

    A mid-size risk management firm hired ForceBrain to manage its CRM transition to the Salesforce platform. The previous platform the client used was not effective in creating and retaining leads, and the mature Salesforce platform offered a more robust option. ForceBrain completed the project 30% under budget and early, instituting best practices and protocols that the client could not develop.

    "They were really flexible and nimble. I’ve dealt some with the other guys. They weren’t real sales oriented. They were really just nuts and bolts, more like a services team, and I’m talking about their sales. ForceBrain was active, effective, and efficient." – VP, Risk Management Firm

    Former clients
    First Data
    The Epilepsy Foundation
    Lithium
    Navis
    Optus
    $ $ $ $ $
    equalizer $10,000+
    group10 - 49 Employees
    place Oakland, CA
    5.0
    5.0
    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