Looking for a top CRM company?

Customer relationship management (CRM) consultants manage your company's relationships and interactions with customers. A good CRM consulting company can take your company to the next level and beyond.

That's why we've created this list of the best CRM consultants for you to review. Read through company descriptions, former clients, and notable projects to find the best fit for your business. (And, if you want personalized recommendations, tell us about your project.)

List of the Best CRM Consulting Companies

  • 31
    $1,000+
    50 - 249 Employees
    Dover DE

    Cloud Analogy is a software development company based in Noida, India. Founded in 2015, their team of 174 employees provides IoT development, custom software development, and mobile app services.

    Clients
    Ajay Dubedi
    Jaime Ellis
    Industries
    Notable Project

    Cloud Analogy developed a lead tracking CRM product for a hair product client. Their team integrated Airtable and Landing Lion into the system, which has improved conversion rates. 

    "They were very timely, responsive, and proactive about providing feedback to help us optimize the platform. They took the time to walk us through the system to ensure we understood how to use it going forward." –Project Manager, Hair Product Company

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  • 32
    $1,000+
    50 - 249 Employees
    Nürnberg Germany

    Founded in 2000, proMX AG is a cloud consultant based in Nürnberg, Germany, with offices in Hollerithallee and München, Germany. The team of 42 specializes in CRM consulting & SI, cloud consulting, and UC consulting. They primarily serve midmarket clients in the business services, consumer products & services, and IT industries. 

    Industries
    Notable Project

    proMX AG provides ongoing consulting for an engineering firm’s Microsoft Dynamics system. Among other services, they created a custom resource management add-on and helped migrate the platform to the cloud. Overall, the client is impressed with the team's work. 

    "We appreciate their openness and lack of ego. We can talk freely about positive and negative experiences and learn from each other." — CEO, Engineering Firm

  • 33
    Undisclosed
    10 - 49 Employees
    San Francisco CA

    Force by Design is a San Francisco based cloud consulting firm that was founded in 2013. Their team of 6 specializes in CRM Consulting, custom software development, and application management. Their clients generally work in the IT, business services, and nonprofit sectors.

    Industries
    Notable Project

    A nonprofit hired Force by Design to help them integrate Salesforce. The databases and dashboards they created helped the client make business decisions faster. The client was impressed with the team's communication and continued to work with them whenever they needed programmers. 

    "Whenever I have questions, they are very responsive. That’s the best part about them, they are extremely responsive. They respond immediately, they find solutions." - Director, Nonprofit

  • 34
    $1,000+
    2 - 9 Employees
    Cardiff United Kingdom

    Plus Your Business! is a digital marketing agency and HubSpot consultancy based in Cardiff, Wales. Founded in 2013, they employ two staff experienced in digital marketing and HubSpot management for various companies seeking renewed business growth. They specialize in content marketing, PPC, SEO, email marketing, SMM, and digital strategy.

    Clients
    The Coaching Room
    Rescape Innovation Ltd
    Another Big Production
    Industries
    Notable Project

    Plus Your Business! provided a variety of digital marketing services to generate leads and increase sales for a business services company. Along with HubSpot automation, they performed Google Ads and social media management services. Due to the work by Plus Your Business!, the client has seen a 20-percent growth per year.

    “We now have clarity on the marketing space and how to support the sales team. We’ve grown an average of 20 percent per year. The marketing work Plus Your Business! has done contributed to our growth.” – CEO, Business Services Company

  • 35
    $5,000+
    250 - 999 Employees
    Laguna Beach CA

    360 Degree Cloud is a cloud services provider based in Faridabad, India, and founded in 2012. Their team of 165 employees specializes in CRM consulting, mobile app development, and web development for clients of all sizes in the advertising, business services, and consumer products industries. 

    Clients
    ExpertIQ
    TCS Dash
    B-Star
    Industries
    Notable Project

    360 Degree Cloud performed web development for a clothing design company. They assisted the client on several Salesforce development projects, allowing the clients to more effectively integrate the software into their existing framework. The client reported that the new system has led to increased profits and conversion rates.

    “Since we began our partnership, 360 Degree Cloud has completed projects successfully and professionally. The team is incredibly knowledgeable about the Salesforce platform.” – E-Commerce Lead & Salesforce Admin, Clothing Design Company
     

  • 36
    $10,000+
    10 - 49 Employees
    Poznań Poland

    eVolpe Consulting Group is an IT consulting company based in Poznań, Poland. With more than 10 members, they have offered business consulting, CRM consulting, and custom software development services since their founding in 2009. They work with startups and enterprises alike.

    Clients
    MAN Truck & Bus Polska
    OKECHAMP
    NASK
    Industries
    Notable Project

    eVolpe Consulting Group provided CRM development services for a commercial vehicle manufacturer. The goal was to create a local CRM system to replace the manufacturer’s outdated system. eVolpe Consulting Group has improved the operations of the manufacturer.

    “We’re very happy overall with the collaboration with eVolpe Consulting Group.” - CRM Coordinator, Commercial Vehicle Manufacturer

  • 37
    $75,000+
    10 - 49 Employees
    Vancouver Canada

    Purely CRM is a Microsoft Dynamics 365 CRM firm based in Vancouver. Founded in 2014, their team of around 14 employees provides CRM consulting, cloud consulting, and custom software development services.

    Clients
    MAINT S.A.
    TEXCAN
    XYPEX
    Industries
    Notable Project

    The team transitioned a development company to a Dynamic 365 in Azure Cloud environment and continues to provide consulting services as needed. Their considerable level of expertise in cloud consulting ensured a seamless, predictable engagement that met all requirements.

  • 38
    $5,000+
    50 - 249 Employees
    San Francisco CA

    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.

    Clients
    Pointcare
    Pixely
    Accolend
    Abstrakt Marketing
    Industries
    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

  • 39
    $1,000+
    250 - 999 Employees
    Warszawa Poland

    Britenet is a software outsourcing and IT services provider based in Warsaw, Poland. Since their founding in 2006, their team of 700 service providers has delivered custom software development, IT managed services, and IT staff augmentation to their clients.

    Clients
    First Data
    Generali
    IGT
    Hewlett Packard
    Industries
    Notable Project

    Britenet delivered software development support to a private investment firm, helping to write PHP for SalesForce environments managing everything from the backend of the website to API integrations to download and analyze market data.

    "I’ve been most impressed by how perfectly they combine the seriousness with which they take their work, the youth and enthusiasm that they bring to it as well, and the technical skill that they have in almost any area we bring to them. They have taken a keen interest in our business model and I think it helps them to see us as a partner rather than just a number or another client." - CEO, Private Investment Firm

  • 40
    $10,000+
    1,000 - 9,999 Employees
    Westborough MA

    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
    Mitsubishi
    Trustmarque
    iRacing.com
    Rampart Insurance Services
    Industries
    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

  • 41
    Undisclosed
    10 - 49 Employees
    Chicago IL

    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.

    Clients
    IBM
    US Foodservice
    Direct Energy
    Tribune Company
    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

  • 42
    $1,000+
    10 - 49 Employees
    Prague Czech Republic

    Pricewise is a CRM consulting firm based in Prague, Czech Republic. Founded in 2010, Pricewise's team includes over 20 employees at the moment. The firm offers an array of digital services including email marketing, CRM consulting & SI, BI & big data consulting, and direct marketing. Most of their clients are small businesses in the hospitality sector.

    Clients
    Nay-Electroworld
    MedusaGroup
    Crans Montana Ski Resort
    Tatry Mountain Resorts
    Industries
    Notable Project

    Pricewise works with this restaurant chain and assists it with its loyalty program projects. Pricewise was involved from the very beginning with every facet of the project. Their services ranged from developing program benefits, rules, and a points system to pinpointing target audiences. Thanks to the team's success, more than 1,000 campaigns launched in 2014, with a consistent 36% open rate and a 6.7% revenue increase.

    "They helped us go from 2,000 downloads a month to around 150,000." –Head of Mobile, Flight Booking Service

  • 43
    $5,000+
    250 - 999 Employees
    Austin TX

    Located in Austin, EBQ has a team of around 250 working with clients in the IT, advertising, and business industries. They provide voice services, CRM consulting, and email marketing expertise to clients looking for B2B lead generation and appointment setting.

    Clients
    Introel Communications Inc,
    iPipeline
    OKI Data
    BigCommerce
    Industries
    Notable Project

    A software company was eager to work with EBQ to increase the opportunities to make sales and earn new business by calling clients who have expiring contracts with the client’s competitors. They generated a steady increase of lead generation and new business opportunities for the client.

    “I find their eagerness most impressive. For example, we have given them multiple lists of more than 1,000 people, and they seem to always get through them with a positive attitude and are asking for more people to call. Also, their attention to detail and deadlines is notable. We have a very complex product, and they do a good job of explaining it and getting people interested.” – Marketing Coordinator, Software Company

  • 44
    Undisclosed
    50 - 249 Employees
    Los Angeles CA

    Faye Business Systems Group is a global technology company based in Woodland Hills, Calif. with more than 50 employees. They have offered CRM consulting solutions to mid-market and enterprise-level clients since their founding in 2010.

    Industries
    Notable Project

    Faye Business Systems Group provided SugarCRM management solutions for a valuation services company. The company needed a partner with experience with SugarCRM as they had been using it for years. The company is impressed with Faye Business Systems Group’s work.

    “Their team is very strong when it comes to communication and sticking to deadlines.” - COO, Valuation Services Company

  • 45
    $10,000+
    1,000 - 9,999 Employees
    Denver CO

    Founded in 1998 in Denver, Itransition now has multiple offices in the U.S., U.K., E.U., and locations in eastern Europe housing more than 2,200 employees. They help power enterprises and SMBs globally with their digital solutions in the areas of business process automation, AI, data analytics, customer experience, and others. 

    Clients
    Adidas
    Ebay
    Toyota
    PayPal
    Industries
    Notable Project

    Itransition has cooperated with an insurance platform since 2017, helping them launch multiple products. They helped grow the project team to more than 60 professionals, including developers, business intelligence resources, and QA engineers. Itransition stays with the insurance platform to deliver ongoing improvements to their well-received digital projects.

    "A key attribute they possess is the ability and willingness to provide valuable feedback and ideas. They're collaborative and flexible." – CTO, Insurance Platform

  • 46
    $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.

    Clients
    NetSuite Provider Partner
    Industries
    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

  • 47
    $10,000+
    1,000 - 9,999 Employees
    Chicago IL

    Industrie Reply is a reply group company based in Chicago and founded in 1996. With over 1000 employees, they offer CRM consulting, logistics and supply chain consulting, and warehousing and distribution solutions to various clients.

    Clients
    FCA
    Stellantis
    CNH Industrial
    Industries
    Notable Project

    Industrie Reply provided software dev staff augmentation solutions for an energy company. The company needed more software engineers for their projects. The company is satisfied with Industrie Reply’s work thus far.

    “Industrie finds the right people for us.” - VP Software Engineering, Energy Company

  • 48
    $5,000+
    2 - 9 Employees
    Austin TX

    Established in 2015, Peeklogic, LLC is a Salesforce development company. With a team of 20, they provide CRM consulting and custom software development. They work with IT, retail, and financial services companies of various sizes. They’re located in Cleveland and Lyiv, Ukraine.

    Clients
    ECM Solutions
    Automotive Associates, LLC
    Surprise HR
    Baobab Partners
    Industries
    Notable Project

    Peeklogic, LLC created Sales Cloud, Service Cloud, and Salesforce applications for a consulting company. The application included Lightning components, Apex classes, queries, Vlocity components and custom community pages. Peeklogic, LLC delivered exceptionally high-quality code. Their communication was superb and, overall, they were great partners.

    “They developed high-quality code and paid attention to detail.” –Salesforce Architect, Consulting Company

  • 49
    $50,000+
    250 - 999 Employees
    Washington DC

    Based in Vienna, VA, 10Pearls designs and maintains apps for various companies. The company and its nearly 350 employees have experience in cybersecurity, product development, and UX/UI design.

    Clients
    Paypal
    Coca-Cola
    IRS
    AARP
    Industries
    Notable Project

    A telemedicine company needed assistance with platform development and maintenance. 10Pearls helped the telemedicine company with all aspects of platform development, creating a website and mobile app and ensuring the website’s backend was admin-friendly.

    “They [10Pearls] get the job done, work hard, and are very responsive. I’ve never had to question if I should replace them.” – CTO, Telemedicine Company

  • 50
    Undisclosed
    10 - 49 Employees
    Charlotte NC

    C5 Insight is a consultancy of 14 employees that is located in Charlotte, N.C. Founded in 2000, the company provides CRM and ECM consulting and system integration and custom software development for a variety of industries.

    Industries
    Notable Project

    C5 Insight provided a CRM upgrade for an accounting firm. They helped develop a workflow, then conducted the upgrade from version 4.0 to version 2011. The client appreciated C5’s collaborative and personal approach to the project.

    “They're extremely accessible, and that's the one thing that really stands out to me. They've been extremely responsive to us.” — CRM & Business Development Manager, Accounting Firm

  • 51
    Undisclosed
    50 - 249 Employees
    Lake Saint Louis MO

    Turnkey Technologies, Inc. is Microsoft Dynamics partner based in St. Louis, Missouri, that was established in 1994. Their team of 67 employees offers ERP& CRM consulting, as well as, ECM consulting & SI.

    Clients
    EMSAR
    Battenfeld Technologies
    JS Logistics
    Shapiro Metals
    Industries
    Notable Project

    Turnkey Technologies, Inc. supported a Microsoft GP platform transfer for a medical devices distributor. Their team developed several modules, interface designs, systems integrations/configurations, and provided support and training. Their work expanded the distributor's web catalog.

    "We've thoroughly enjoyed everybody that we’ve dealt with. They were meticulous and comprehensive. We're still collaborating with them, too."–Owner, Medical Devices Distributor

  • 52
    $5,000+
    10 - 49 Employees
    Atlanta GA

    TopRight is a marketing and consulting firm headquartered in Atlanta, Ga., with an additional office in Washington, DC. Founded in 2006, TopRight's team of around 25 specializes in marketing strategy; CRM and Big Data consulting and SI; and CRM consulting and SI. TopRight primarily works with midmarket clients. 

    Clients
    PBS
    Microsoft
    Boeing
    Coca-Cola
    Notable Project

    TopRight built a software application to improve the sales funnel for an educational franchise. After completing the project, which involved 400 franchises with 1,200 locations, the client experienced a 50% increase in enrollment inquiries. The client appreciated TopRight's partner-oriented approach.

    "We had improvements across both the customer level metrics, as well as the account level metrics." - Senior Directing of Relationship Marketing, Educational Franchise

  • 53
    $1,000+
    50 - 249 Employees
    Odesa Ukraine

    Synebo is a Salesforce service provider with offices in Odessa, Ukraine, and Hadera, Israel. Founded in 2015, their team of 37 specializes in CRM and cloud consulting and system integration, enterprise app modernization, and app testing services.

    Clients
    IBM
    Deloitte
    Audyx
    GreenRoad
    Industries
    Notable Project

    Synebo provided development services for a consulting platform. In working with the client’s Salesforce platform, the team developed, tested, and debugged different solutions. The client praised them for their capabilities.

    "Synebo has a very professional team, and I enjoy working with them." — Owner, Consulting Company

  • 54
    $5,000+
    50 - 249 Employees
    København Denmark

    Twistellar is a Salesforce Silver Consulting Partner and AI Solutions Provider. Founded in 2017, Twistellar is constantly growing. The current team consists of 70+ professionals. Twistellar provides well-thought architectural design and masters all major Salesforce domains: Sales Cloud, Service Cloud, Marketing Cloud and Pardot, Community Cloud, IoT Cloud, CPQ, Force.com Platform, integrations with third-party software.

    Clients
    Triple Point
    SocialTech
    Technoserv Cloud
    Industries
    Notable Project

    Twistellar has implemented a Salesforce CRM for an investment firm completely rebuilding the system's core capability. Twistellars’s team did the company’s business analysis to establish a reliable core functionality, fix broken automation processes, and open the road to further improvements and innovations for customer-facing flows.

    "They work quickly without compromising quality. They also ask the right questions, use common sense, and make suggestions when necessary."
    Alex Baer, Head of Digital Transformation, Triple Point

  • 55
    $5,000+
    10 - 49 Employees
    Edison NJ

    Soluzione Inc is a global CRM Consulting Services provider since 2011, they have a team of 30 certified experts. Based in N.J., they serve clients looking for implementing and customizing Dynamics 365 CRM services and complementing Microsoft business solutions. They specialize in Dynamics CRM consulting, RPA, Microsoft Power Platform consulting, Dynamics CRM custom implementation, and migration services.

    Clients
    AIPE
    NJ Tech Council
    Aspiri
    Industries
    Notable Project

    Soluzione IT Services helped a financial services firm by creating a relatively simple website featuring financial tools. The team ended up tying a form submission feature directly to the company's Microsoft Dynamics CRM instance. The client appreciated their communication and understanding of project requirements.

    "I'm very happy with the product. They are always molding to changes that need to happen." – Managing Director, Priority Funding Corporation 

  • 56
    $50,000+
    50 - 249 Employees
    Bethesda MD

    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
    Boys and Girls Club of America
    Calvert Plumbing & Heating Co.
    Cystic Fibrosis Foundation
    American Psychological Association
    Industries
    Notable Project

    BroadPoint, Inc. provides in-house consulting services for a non-profit trade association. Their team oversees accounting management, conducts technological fixes, and delivers updates for outdated software systems. The client is pleased with their work thus far.

    "They save me a lot of time and money." – Co-Owner, Video Production Company

  • 57
    $5,000+
    10 - 49 Employees
    Los Angeles CA

    Cloudsquare is a Salesforce Consulting Partner that is based in Los Angeles, CA, with a direct focus on strategic advisory, technical implementation, and business transformation. Founded in 2017, they have about 30+ employees, that primarily support mid-market companies with a focus on the financial services and healthcare sectors. Services include Salesforce consulting, implementation, integrations, and managed services.

    Clients
    Sunkist
    Maharam
    Maxell
    Industries
    Notable Project

    Cloudsquare designed, developed, and implemented a Salesforce system for a local energy contractor. They consulted with the client through each part of the integration process and made sure to provide on-site instructions before launching the solution.

    “I’ve never dealt with anyone that was able to understand our needs so quickly and with such amazing accuracy.” – COO, Energy Contractor

  • 58
    $5,000+
    1,000 - 9,999 Employees
    Fargo ND

    Eide Bailly Technology Consulting is a business and accounting software company based in Fargo, North Dakota, with 31 other offices across the country. Founded in 1917, their team of over 1,800 employees works with mid-market and enterprise businesses. They specialize in CRM consulting, ERP consulting, SI, and business consulting services.

    Clients
    Traeger Grills
    Anastasia Beverly Hills
    Proofpoint
    ICON Fitness
    Industries
    Notable Project

    Eide Bailly assisted in the record tracking system to a more modern Sage implementation for a regional plastics manufacturer that promotes efficiency and optimizes processes. The project allowed the client to streamline its processes as evidenced by associated errors dropping by as much as 95%.

    "Considering they went at the speed in which I needed, I think everything was met exactly the way I needed it to be." — Owner, Regional Plastics Manufacturer

  • 59
    $25,000+
    10 - 49 Employees
    Kelowna Canada

    A truly global company, Meticulosity has offices in Ballston Lake, NY, Canada, the UK, South Africa, India, and the Cayman Islands. Meticulosity was founded in 2008 to provide quality e-commerce and web development, design, and marketing services.

    Clients
    Ghirardelli Chocolate
    California Closets
    UpSpring
    ActionSpec
    Industries
    Notable Project

    When the founder of a consumer products brand wanted to ramp up his company's online presence, he saw Meticulosity as the natural solution. Meticulosity started by rebuilding the client’s site using the BigCommerce platform and migrated all the content. Then, they shifted to social media marketing and content development.

    “Our leads and sales have also increased fairly dramatically, especially within the first few months of launch.” – Founder, Consumer Products Brand

  • 60
    Undisclosed
    50 - 249 Employees
    Mississauga Canada

    IndustryBuilt Software is a technology consultancy headquartered in Mississauga, Canada, with a secondary office in Toronto. Founded in 1999, IndustryBuilt has 120 employees, and primarily works with clients in the food and equipment rental industry. IndustryBuilt's full range of services includes ERP, ECM, and CRM consulting and software integration, as well as application management and support.

    Clients
    Bruce Foods
    The Lilly Company
    Darr Equipment
    Industries
    Notable Project

    IndustryBuilt Software developed and integrated an ERP system for a nutrition-oriented food manufacturer. At the time of the partnership, the client had only been shipping products for 18 months, and was ready to commit to the next phase of growth. Using Microsoft NAV software, IndustryBuilt delivered a custom resource planning solution with a full range of functionality. The platform has efficiently streamlined the client's operations.

    "I must say that the people implementing all the way up to the VP himself have been very involved. If I have an issue, I can reach out to anybody in the company, and I know I’ll get a call back." — Systems Manager, Food Manufacturer

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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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