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.

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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

    Texve enables businesses to achieve transformative results through cutting-edge technology solutions, which encompass Salesforce CRM implementation, data analytics, and mobile app development. Our goal is to provide outstanding digital transformation services. With extensive expertise and certified


    Highlights

    50-249

    Employees

    Lewes, Delaware, Us

    Services Provided
    50% CRM Consulting and SI
    50% Mobile App Development (iOS & Android)
    AI Summary

    “Texve is a certified Salesforce Consulting Partner delivering digital transformation through Salesforce CRM, data analytics, mobile app development, and UI/UX services for diverse technology needs.”

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

    Makanify is a real estate CRM powered by AI, designed to streamline the management of sales, marketing, and customer interactions for builders and brokers. With a strong focus on industry specifics, Makanify enables real estate professionals to capture leads from platforms like MagicBricks and 99acr


    Highlights

    $1,000+

    Min Project Size

    2-9

    Employees

    Ahmedabad, Gujarat, In

    Services Provided
    50% Mobile App Development (iOS & Android)
    50% CRM Consulting and SI
    AI Summary

    “Makanify Techworks LLP offers an AI-powered real estate CRM tailored for Indian builders and brokers, integrating sales, marketing, lead management, and analytics into a unified platform for enhanced efficiency.”

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

    You've made an investment in Zoho CRM and wish for all your systems to function harmoniously, but you're lacking the resources to achieve this. You require a guide to assist you in smoothly incorporating Zoho into your business. Our skilled Zoho consultants and developers specialize in Zoho One, Zoh


    Highlights

    10-49

    Employees

    Vaughan, Ontario, Ca

    Services Provided
    50% CRM Consulting and SI
    50% Change Management Consulting
    AI Summary

    “Customerization is a Canadian consulting firm specializing in Zoho CRM integration, tailored application development, and change management to optimize business processes and system automation.”

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

    Contractor Accelerator is a management software created specifically for repair contractors, by individuals with extensive experience in residential repair. Developed by engineers with over ten years in the field, our software aims to enhance all aspects of your business—ranging from sales and marke


    Highlights

    10-49

    Employees

    Lee's Summit, Missouri, Us

    Services Provided
    50% CRM Consulting and SI
    50% Custom Web Application Development
    AI Summary

    “Contractor Accelerator is cloud-based management software designed for residential repair contractors, streamlining sales, marketing, scheduling, documentation, and accounting to support business growth.”

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

    HelloSend is a messaging platform that facilitates SMS, MMS, and WhatsApp communication, seamlessly integrating with CRM software such as Zoho CRM, Pipedrive, and HubSpot. It features a consolidated inbox that combines messages from all these various channels.


    Highlights

    50-249

    Employees

    Thanjavur, Tamil Nadu, In

    Services Provided
    50% Mobile App Development (iOS & Android)
    50% CRM Consulting and SI
    AI Summary

    “HelloSend is a messaging platform integrating SMS, MMS, and WhatsApp with CRM tools like Zoho, Pipedrive, and HubSpot, featuring a unified inbox for streamlined communication.”

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

    MDL Technology stands out due to our blend of local connections, attentive service, and high-level cybersecurity knowledge. Based in Kansas City, we prioritize building true partnerships with our clients rather than merely functioning as another IT provider. Our team is dedicated to offering proacti


    Highlights

    10-49

    Employees

    Kansas City, Missouri, Us

    Services Provided
    50% CRM Consulting and SI
    50% Managed IT Services
    AI Summary

    “MDL Technology, LLC is a Kansas City-based IT firm delivering managed services, CRM consulting, AI automation, cybersecurity, and cloud solutions with proactive, partnership-driven support.”

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

    Raare Solutions is a renowned Operational CRM Agency recognized for its expertise in designing, implementing, and supporting CRM and Marketing Platforms, as well as managing Campaign Orchestration, Email Execution, and Analytics. With a reputation for handling some of the most sensitive customer dat


    Highlights

    10-49

    Employees

    Woodcliff Lake, New Jersey, Us

    Services Provided
    50% CRM Consulting and SI
    50% Market Research & Competitive Intelligence
    AI Summary

    “Raare Solutions LLC specializes in Operational CRM, expertly managing CRM platforms, marketing campaigns, and analytics for global brands to enhance customer acquisition, engagement, and retention.”

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

    Groove consists of skilled women from around the globe who have extensive operational expertise. Having collaborated with numerous small businesses, we recognize the urgency of delivering ROI quickly! Whether it's optimizing sales processes, building high-performing teams, or smoothly integrating sy


    Highlights

    $1,000+

    Min Project Size

    $100-149/hr

    Avg Hourly Rate

    2-9

    Employees

    Denver, Colorado, Us

    Services Provided
    50% Operational Process Consulting
    50% CRM Consulting and SI
    AI Summary

    “Groove Consulting, staffed by experienced women worldwide, specializes in optimizing sales processes, team building, and system integration to accelerate ROI and drive revenue growth for small businesses.”

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

    If your agency developed a white label email and marketing automation solution, it would resemble Instiller. A single monthly fee would provide unlimited users and client accounts, all managed from one platform with access to all features. Our exclusive model for agencies ensures that you won't be u


    Highlights

    $1,000+

    Min Project Size

    2-9

    Employees

    Marston Green, West Midlands, Gb

    Services Provided
    50% Email Marketing & Automation
    50% CRM Consulting and SI
    AI Summary

    “Instiller provides agencies with a comprehensive white-label email marketing and automation platform, integrating CRM consulting and AI-driven solutions to enhance campaign efficiency and operational scalability.”

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

    At YuniQ, we are motivated by a clear goal: to leverage technology to improve the world. With more than 20 years of combined experience from our founding team, we have directly observed the remarkable changes that technology has introduced into our lives. We believe these innovations should not only


    Highlights

    $1,000+

    Min Project Size

    $50-99/hr

    Avg Hourly Rate

    50-249

    Employees

    Chennai, Tamil Nadu, In

    Services Provided
    50% Custom Web Application Development
    50% CRM Consulting and SI
    AI Summary

    “YuniQ leverages over 20 years of experience to develop innovative technologies that enhance customer engagement and positively impact lives, striving to shape a connected, caring future through innovation.”

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