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

List of the Best San Francisco CRM Consulting Firms

  • 1
    $50,000+
    1,000 - 9,999 Employees
    San Francisco CA

    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
    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

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  • 2
    $1,000+
    50 - 249 Employees
    San Francisco CA

    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.

    Clients
    Google
    Pinterest
    Docker
    Slack
    Industries
    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

  • 3
    Undisclosed
    50 - 249 Employees
    San Francisco CA

    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.

    Clients
    CMHA
    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

  • 4
    Undisclosed
    250 - 999 Employees
    San Ramon CA

    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. 

    Clients
    DebtCleanse
    DoorDash
    lululemon
    Expedia
    Industries
    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

  • 5
    $50,000+
    10 - 49 Employees
    San Francisco CA

    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
    Lanetix
    InsideTrack
    OpenDNS
    Farmers Business Network
    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

  • 6
    Dialog Information Technology Logo

    Dialog Information Technology

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    Undisclosed
    250 - 999 Employees
    Palo Alto CA

    Dialog Information Technology is a technology services company that was founded in 1979.  Headquartered in South Brisbane, Australia, it has a second office in Palo Alto, Calif. The team has grown to about 1,175 employees. Dialog Information Technology provides a range of services focused on ERP, ECM, and CRM consulting.

    Clients
    National Australia Bank
    Virgin Australia
    Griffith University
    Industries
  • 7
    Undisclosed
    250 - 999 Employees
    Palo Alto CA
    Frank, Rimerman + Co. Is a CRM consulting and SI company. Launched in 1949, the midsize agency is based in Palo Alto, California. Their team offers CRM consulting and SI, ERP consulting and SI, and other application development.
    Industries
  • 8
    $25,000+
    250 - 999 Employees
    San Mateo CA

    Heinsohn Business Technology is a software development firm. They offer custom software development, IT staff augmentation, web development, BI & big data consulting & SI, and more and were established in 1977. Their midsize team is Bogotá, Colombia-based.

    Industries
    Notable Project

    Heinsohn Business Technology provides full-stack software development for a healthcare company. They also support development for an iOS and Android app. Currently, they are reworking the client’s website. 

    "I am confident that Heinsohn can solve any problem that I will encounter."

  • 9
    $1,000+
    250 - 999 Employees
    San Ramon CA
    ERP consulting and SI company Armanino McKenna was launched in 1953. The midsize team offers ERP consulting and SI, CRM consulting and SI, BI & big data consulting & SI, and IT managed services. The company is located in San Ramon, California and Los Angeles, California.
    Industries
  • 10
    $50,000+
    1,000 - 9,999 Employees
    San Jose CA
    Jade Global, a cloud consulting & SI company, was founded in 2003. Their large team is based in San Jose, California; North Wales, Pennsylvania; Pune, India and Hyderabad, India and provides cloud consulting & SI, CRM consulting and SI, ERP consulting and SI, IT managed services, and more.
    Industries
  • 11
    $5,000+
    1,000 - 9,999 Employees
    San Jose CA

    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.

    Clients
    :;McAfee Excellence Award
    NASSCOM HR Best Practices Award (2016)
    Cloud Solutions Awards Gold (2015)
    Annual APAC Partner Summit Awards (2014)
    Industries
    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

  • 12
    $5,000+
    10 - 49 Employees
    Walnut Creek CA
    Webfortis is a Walnut Creek, California-based ECM consulting and SI company. Founded in 1996, the small team specializes in ECM consulting and SI and CRM consulting and SI.
    Industries
  • 13
    business

    XTENDLY

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    Undisclosed
    10 - 49 Employees
    Pleasanton CA
    Established in 2014, XTENDLY is a web development firm. In Pleasanton, California, their small team specializes in web development, mobile app development, branding, search engine optimization, and more.
  • 14
    Undisclosed
    1,000 - 9,999 Employees
    Redwood City CA
    Informatica is a Redwood City, California-based CRM consulting and SI company. The large firm was launched in 1993. Their services include CRM consulting and SI, ERP consulting and SI, and other IT consulting and SI.
    Industries
  • 15
    Undisclosed
    50 - 249 Employees
    San Francisco CA
    InsideView, a CRM consulting and SI company, is based in San Francisco, California. They specialize in CRM consulting and SI, ERP consulting and SI, and other IT consulting and SI and were founded in 2005.
    Industries
  • 16
    $10,000+
    1,000 - 9,999 Employees
    San Francisco CA

    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
    Rolls-Royce
    Starbucks
    Verizon
    Industries
  • 17
    $5,000+
    1,000 - 9,999 Employees
    San Francisco CA

    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. 

     

  • 18
    Undisclosed
    50 - 249 Employees
    San Francisco CA
    Pardot is a CRM consulting and SI company. Their midsize team is in San Francisco, California. Their services include CRM consulting and SI. The company was founded in 2007.
  • 19
    Undisclosed
    50 - 249 Employees
    Sunnyvale CA
    AgilOne is a CRM consulting and SI and marketing strategy company. The midsize team is in Sunnyvale, California. Their services include CRM consulting and SI and marketing strategy.
  • 20
    $10,000+
    10 - 49 Employees
    San Francisco CA
    Zen Cloud Technologies is a small CRM consulting and SI company. Based in San Francisco, California, the company was launched in 2015. Their team focuses on CRM consulting and SI.
  • 21
    Undisclosed
    10 - 49 Employees
    San Francisco CA
    DataGrail is a CRM consulting and SI company. Their small team is based in San Francisco, California and provides CRM consulting and SI. The company was founded in 2018.
  • 22
    Undisclosed
    250 - 999 Employees
    Santa Clara CA
    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.
  • 23
    Undisclosed
    2 - 9 Employees
    San Jose CA
    LiveHive, Inc, a CRM consulting and SI company, was launched in 2011. Based in San Jose, California, their small team specializes in CRM consulting and SI.
  • 24
    $5,000+
    1,000 - 9,999 Employees
    Los Gatos CA
    Large cloud consulting & SI company Infogain, is located in Los Gatos, California; Noida, India; New Delhi, India and Mumbai , India. They specialize in cloud consulting & SI, BI & big data consulting & SI, and CRM consulting and SI and were launched in 1990.
    Industries
  • 25
    Undisclosed
    250 - 999 Employees
    San Ramon CA
    Headquartered in San Ramon, California and Shanghai , China, Ataway is a CRM consulting and SI and ERP consulting and SI company. The midsize team focuses on CRM consulting and SI and ERP consulting and SI. The firm was launched in 2000.
  • 26
    $5,000+
    50 - 249 Employees
    San Francisco CA
    Cymetrix Software is a CRM consulting and SI company headquartered in San Francisco, California and Mumbai, India. They specialize in CRM consulting and SI, custom software development, and BI & big data consulting & SI and were launched in 2016.
  • 27
    $10,000+
    50 - 249 Employees
    Union City CA
    Launched in 2018, Zoxima Solutions is a CRM consulting and SI company. The company specializes in CRM consulting and SI, custom software development, IT staff augmentation, and web development and has a midsize team. The company is headquartered in Noida, India; Union City, California and Eindhoven, Netherlands.
    Industries
  • 28
    Undisclosed
    10 - 49 Employees
    Redwood City CA
    TOPO is a CRM consulting and SI and market research company founded in 2013. The small Redwood City, California-based team specializes in CRM consulting and SI and market research.
  • 29
    $50,000+
    1,000 - 9,999 Employees
    San Francisco CA
    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
  • 30
    Undisclosed
    1,000 - 9,999 Employees
    San Ramon CA
    Nous Infosystems is an application testing company. Launched in 1996, the firm is in Edison, New Jersey; San Ramon, California; Mississauga, Canada and Brentford, United Kingdom. The large team specializes in application testing, custom software development, CRM consulting and SI, IT managed services, and more.
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