Top CRM Consulting and SI Companies

CRM consulting and systems integration (SI) firms select, configure and connect the customer relationship management platform that sales, service and marketing teams work in. A project covers process mapping, platform choice among Salesforce, Microsoft Dynamics 365, HubSpot or Zoho, configuration of pipelines, objects and automation, data migration from spreadsheets or a legacy CRM, integrations with ERP, email, telephony and billing, and user training. Companies hire them when a first CRM is overdue, adoption has collapsed, or a merger leaves two systems.

Compare CRM firms here on certified consultants for your platform, partner tier, and projects in your industry. Ask who handles admin work after go-live and how adoption is measured.

How this list is built

We evaluate companies on verified profile data: services, pricing, locations, and portfolio. Client reviews are being collected. We may earn a fee for some placements. How we rank and verify

List of the Best CRM Consulting and SI Agencies

  1. Is this your business? Become an Edverise partner & Claim Now

    Differenz Force – Your Reliable Salesforce Development Partner Differenz Force is a premier Salesforce development firm dedicated to assisting businesses in optimizing workflows, improving customer interaction, and fostering growth through Salesforce’s capabilities. Our team of certified Salesforce


    Highlights

    $1,000+

    Min Project Size

    $25-49/hr

    Avg Hourly Rate

    50-249

    Employees

    Los Angeles, California, Us

    Services Provided
    100% CRM Consulting and SI
    AI Summary

    “Differenz Force excels in AI & Automation through specialized CRM Consulting and SI services focused on Salesforce platforms. Their expertise in automation, integration, and AI enhancements shapes efficient, scalable business solutions tailored to diverse industries.”

  2. Is this your business? Become an Edverise partner & Claim Now

    CloudMasonry is a consulting partner for Salesforce, focused on delivering successful, transformative cloud-based business services and solutions. We provide a customized approach for large organizations, helping them navigate the complexities of utilizing cloud tools like Salesforce effectively. Wi


    Highlights

    $5,000+

    Min Project Size

    $150+/hr

    Avg Hourly Rate

    50-249

    Employees

    Chicago, Illinois, Us

    Services Provided
    100% CRM Consulting and SI
    AI Summary

    “CloudMasonry specializes in CRM Consulting and System Integration, leveraging deep Salesforce expertise to optimize complex enterprise cloud solutions. Their proven success with over 557 projects highlights their strength in delivering AI-driven automation and integration services.”

  3. Is this your business? Become an Edverise partner & Claim Now

    With over 20 years of experience in Sales and Marketing, Secret Source specializes in Revenue Operations (RevOps) initiatives. As a certified HubSpot Agency, we offer the following services: 1. HubSpot Procurement - We assist in selecting the right Hubs for your business and future growth. 2. HubSpo


    Highlights

    $5,000+

    Min Project Size

    $100-149/hr

    Avg Hourly Rate

    10-49

    Employees

    Market Deeping, England, Gb

    Services Provided
    100% CRM Consulting and SI
    AI Summary

    “Secret Source leverages 20+ years in Sales and Marketing to deliver comprehensive Revenue Operations services, specializing in HubSpot procurement, onboarding, training, integration, and campaign management worldwide.”

  4. Is this your business? Become an Edverise partner & Claim Now

    App Solve enables businesses to achieve remarkable outcomes by leveraging Salesforce.com, the leading CRM platform, to navigate the digital landscape. We streamline routine processes and implement cutting-edge technology that sets your products and services apart from the competition. Our core value


    Highlights

    10-49

    Employees

    Toronto, Ontario, Ca

    Services Provided
    100% CRM Consulting and SI
    AI Summary

    “App Solve specializes in leveraging Salesforce technologies to streamline business processes and deliver innovative CRM solutions, serving diverse clients across North America with proven expertise.”

  5. Is this your business? Become an Edverise partner & Claim Now

    We are Pipedrive consultants located in Melbourne, Australia. Our goal is to assist businesses in establishing a strong Sales and Marketing foundation through the use of Pipedrive. Our services include: ✅ Configuring Pipedrive CRM for your organization ✅ Enhancing the functionalities of Pipedrive CR


    Highlights

    $1,000+

    Min Project Size

    $50-99/hr

    Avg Hourly Rate

    2-9

    Employees

    Doncaster East, Victoria, Au

    Services Provided
    100% CRM Consulting and SI
    AI Summary

    “Automatico is a Melbourne-based consultancy specializing in configuring, enhancing, and managing Pipedrive CRM to strengthen businesses' sales and marketing foundations effectively.”

  6. Is this your business? Become an Edverise partner & Claim Now

    We are Salesforce's premier Global Consulting Partner, distinguished by our innovative technology solutions. We specialize in consultancy services for Sales, Service, Health, Pardot, and Marketing Cloud.


    Highlights

    250-999

    Employees

    Albourne, England, Gb

    Services Provided
    100% CRM Consulting and SI
    AI Summary

    “Forcesquares is Salesforce's premier global consulting partner, delivering innovative technology solutions and expert consultancy across Sales, Service, Health, Pardot, and Marketing Cloud domains.”

  7. Is this your business? Become an Edverise partner & Claim Now

    Pixcell.io is a consultancy based in London that specializes in HubSpot, assisting founder-led teams in organizing, analyzing, and automating their CRM processes. With over 100 successful implementations across industries such as HealthTech, EdTech, SaaS, FinTech, and B2B services, Pixcell.io aims t


    Highlights

    $1,000+

    Min Project Size

    $100-149/hr

    Avg Hourly Rate

    10-49

    Employees

    London, England, Gb

    Services Provided
    100% CRM Consulting and SI
    AI Summary

    “Pixcell UK provides specialized HubSpot CRM consulting, implementing tailored, AI-driven automations and integrations across industries, ensuring scalable, efficient, and GDPR-compliant customer management solutions.”

  8. Is this your business? Become an Edverise partner & Claim Now

    Trujay is an international organization catering to clients worldwide. Founded in 2015 as a company focused on connecting automation systems, Trujay swiftly established itself as an industry expert, offering technical expertise and a wealth of best practices for sales and marketing management. In th


    Highlights

    $1,000+

    Min Project Size

    10-49

    Employees

    Austin, Texas, Us

    Services Provided
    100% CRM Consulting and SI
    AI Summary

    “Trujay specializes in global CRM data migration, integration, and automation, providing expert consulting and partnering with platforms like HubSpot for enhanced sales and marketing management.”

  9. Is this your business? Become an Edverise partner & Claim Now

    Ashapura Softech is a consultancy and software development firm specializing in CRM solutions. We focus on achieving success through cloud-based sales and service providers and partner solutions. Our goal is to work alongside Salesforce clients to maintain their existing CRM while integrating its be


    Highlights

    $5,000+

    Min Project Size

    $25-49/hr

    Avg Hourly Rate

    10-49

    Employees

    Ahmedabad, Gujarat, In

    Services Provided
    100% CRM Consulting and SI
    AI Summary

    “Ashapura Softech Inc. is a global consultancy specializing in Salesforce-based CRM solutions, offering consulting, development, integration, and support to enhance client business performance.”

  10. Is this your business? Become an Edverise partner & Claim Now

    At Ergonized, we focus on crafting customized CRM solutions and web portals that enable businesses to succeed. With over 15 years of experience, we've collaborated with various companies to provide scalable, efficient, and user-friendly tools that enhance operations and increase productivity. **Re


    Highlights

    $25,000+

    Min Project Size

    $50-99/hr

    Avg Hourly Rate

    50-249

    Employees

    New York, New York, Us

    Services Provided
    100% CRM Consulting and SI
    AI Summary

    “Ergonized delivers custom CRM and web portal solutions with over 15 years' expertise, providing scalable, user-friendly tools, seamless integrations, and dedicated support to enhance business productivity.”

...

724
Next»
Buyer's guide

Hiring CRM Consulting and SI companies

What the work covers, how to judge a partner and what drives the price.

What CRM consulting and integration firms deliver

Discovery maps the lead-to-cash and service processes and ends in a solution design: data model, custom objects and fields, roles and permissions, automation rules and reports. Configuration follows with page layouts, validation rules, flows, approval processes and dashboards, kept to standard features where possible so upgrades stay painless.

Data migration is often the riskiest stream: cleansing, deduplication, field mapping, test loads and a reconciled final cutover. Integration work connects the CRM to ERP systems such as SAP or NetSuite, marketing automation, CPQ, telephony and support tools through native connectors, middleware or APIs. Many firms now also configure built-in AI features for lead scoring and email drafting.

Engagements include a fixed implementation, a phased rollout by team or country, a health check and optimization of an existing CRM, a managed admin retainer after go-live, and staff augmentation with certified developers.

Chapter 1 of 3
FAQ

CRM Consulting and SI FAQs

Short answers to what buyers ask before hiring a CRM Consulting and SI company.

Question not covered? Ask our team

A CRM consulting firm helps a business choose, implement and improve its customer relationship management system. It maps sales and service processes, configures the platform, migrates data, integrates the CRM with other systems, trains users and often provides admin support after go-live.

CRM implementation cost depends on users, integrations, data quality, customization and extra modules, with platform licenses paid separately. Firms price by phase or on time and materials. Most firms on this page set minimum projects of $1,000 to $10,000, and enterprise rollouts start at $50,000 or more.

CRM consulting covers customer-facing processes such as sales pipelines, marketing and service cases; ERP consulting covers back-office processes such as finance, inventory, procurement and manufacturing. The two systems share customer, order and invoice data, so integration between them is a common joint project.

Length depends on users, integrations and data quality. The phases are discovery and design, configuration, data migration, integration, user acceptance testing, training, go-live and a hypercare period. Unclean data, late decisions on process and integrations with older systems are the usual causes of delay.

Firms in this listing most often work for information technology, business services, healthcare, ecommerce, financial services, manufacturing, consumer products and education clients. Healthcare and financial services projects need strict access controls and audit trails, while manufacturers often need CRM linked to ERP for quotes and orders.

The largest groups of CRM consulting firms on this page are in Ahmedabad, London, Bengaluru, Dubai and Noida, with New York, Pune and Toronto also represented. Many pair onshore architects with offshore developers, so ask where each role on your project will sit.

One Platform. One Promise. One Trust.

Edverise is building the trusted way to find tech vendors. List your company early, or talk to us about backing the platform.