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

7,239 Companies

List of the Best CRM Consulting and SI Agencies

Sendtonium
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Sendtonium is a comprehensive email and SMS marketing solution designed for direct-to-consumer e-commerce brands. We handle all aspects, including copywriting and design, up to the delivery stage.
Highlights
$1,000+
Min Project Size
10-49
Employees
Services Provided
50% Email Marketing & Automation
50% CRM Consulting and SI
AI Summary
“Sendtonium offers integrated email and SMS marketing with CRM consulting and AI-driven automation, delivering end-to-end solutions that enhance communications and customer engagement for DTC e-commerce brands.”
MeetStream AI
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meetstream.ai is a comprehensive API and infrastructure solution that offers a single interface for meeting bots to join, record, analyze, and transfer meeting data to CRMs and PMSs. This allows your team to concentrate on developing AI more effectively.
Highlights
10-49
Employees
Services Provided
50% API Development & Integration
50% CRM Consulting and SI
AI Summary
“MeetStream AI provides an integrated API platform enabling meeting bots to record, analyze, and sync meeting data with CRMs and PMSs, enhancing AI development efficiency.”
Skiltrak
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SkilTrak is a platform created by educators for educators, aimed at simplifying vocational placement management. The software provides a centralized space for training providers, students, and industries to communicate and track all aspects of workplace management, which minimizes administrative bur
Highlights
50-249
Employees
Services Provided
50% CRM Consulting and SI
50% Customer Support Outsourcing
AI Summary
“SkilTrak is an educator-designed platform that streamlines vocational placement management by centralizing communication, automating administrative tasks, ensuring compliance, and supporting students' career development.”
Revenue Institute
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Revenue Institute stands out as the premier RevOps company globally. We specialize in Salesforce, HubSpot, and marketing automation platforms, focusing on impactful solutions that enhance both customer experiences and the effectiveness of growth teams. Based in Novi, MI, our team comprises Fortune 5
Highlights
$1,000+
Min Project Size
$100-149/hr
Avg Hourly Rate
10-49
Employees
Novi, Michigan, Us
Services Provided
50% CRM Consulting and SI
30% Operational Process Consulting
20% Customer Experience (CX) Strategy
AI Summary
“Revenue Institute, a leading RevOps firm in Novi, MI, specializes in Salesforce, HubSpot, and marketing automation, delivering flexible, results-driven growth operations and customer experience solutions.”
FounderScale
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At FounderScale, our mission is to assist you in transitioning from revenue driven by founders to scalable revenue. As a company led by founders and entrepreneurs, we understand that your business growth relies heavily on your capacity to generate sales. We support business founders in building succ
Highlights
$1,000+
Min Project Size
$50-99/hr
Avg Hourly Rate
2-9
Employees
Suwanee, Georgia, Us
Services Provided
50% CRM Consulting and SI
30% Digital Strategy
20% Email Marketing & Automation
AI Summary
“FounderScale helps founders build effective sales teams, enabling scalable revenue growth through comprehensive support and collaboration with passionate, responsible entrepreneurs driven for significant success.”
Konnectryx
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Konnectryx is a California-based company dedicated to simplifying and automating various software systems through integrated solutions. The firm collaborates with major enterprise software providers, including Salesforce, Microsoft, RingCentral, Litecard, and Lightspeed. Founded by former Oracle and
Highlights
$5,000+
Min Project Size
$150+/hr
Avg Hourly Rate
10-49
Employees
Sacramento, California, Us
Services Provided
50% CRM Consulting and SI
30% Custom Web Application Development
20% E-Commerce Development
AI Summary
“Konnectryx, founded by former Oracle and Salesforce executive Michael Amico, integrates and automates enterprise software for global clients across Retail, eCommerce, Healthcare, and non-profits.”
QOLOS
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About QOLOS (pronounced "kōh-lōs") Headquartered in Green Bay, Wisconsin, QOLOS is a U.S.-based development company that focuses on Salesforce contracting, ERP integrations (including SAP and Infor), eCommerce development, and tailored SaaS software. Our expert team of developers and solution archit
Highlights
$100,000+
Min Project Size
$100-149/hr
Avg Hourly Rate
10-49
Employees
Green Bay, Wisconsin, Us
Services Provided
50% CRM Consulting and SI
20% Custom Web Application Development
30% E-Commerce Development
AI Summary
“QOLOS is a Wisconsin-based development firm specializing in Salesforce contracting, ERP integration, eCommerce platforms, and custom SaaS solutions, delivering scalable systems for business growth nationwide.”
Synegen, Inc.
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Synegen is a technology consulting company located in Chicago that develops comprehensive solutions connecting people, processes, and data. We tackle your most difficult problems—such as system integration, workflow optimization, and software advancement—to achieve tangible results. Our multidiscipl
Highlights
$25,000+
Min Project Size
$100-149/hr
Avg Hourly Rate
10-49
Employees
Itasca, Illinois, Us
Services Provided
30% Custom Web Application Development
20% Mobile App Development (iOS & Android)
50% CRM Consulting and SI
AI Summary
“Synegen, Inc. is a Chicago-based technology consulting firm delivering integrated solutions in system integration, workflow optimization, AI, data analytics, and managed services across diverse industries.”
Salpo Technologies
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We are a well-established software development agency comprised of seasoned entrepreneurs, sharp commercial minds, and tech-savvy problem solvers. With decades of experience, we have successfully completed projects for some of the world’s largest brands. We specialize in creating award-winning custo
Highlights
$10,000+
Min Project Size
$50-99/hr
Avg Hourly Rate
50-249
Employees
Cheltenham, England, Gb
Services Provided
30% Mobile App Development (iOS & Android)
20% Custom Web Application Development
50% CRM Consulting and SI
AI Summary
“Salpo Technologies is a seasoned software development agency delivering custom, innovative applications and solutions using advanced technologies to solve complex business challenges for global clients.”
Three Grey Monkeys
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We are a team of qualified Microsoft experts with a combined experience of over 30 years. We offer the know-how that many consulting firms claim to have but often fail to provide. With a diverse skill set, we are equipped to address nearly any challenge. Our team excels in specific Microsoft technol
Highlights
$5,000+
Min Project Size
$100-149/hr
Avg Hourly Rate
10-49
Employees
London, England, Gb
Services Provided
50% CRM Consulting and SI
20% API Development & Integration
30% Mobile App Development (iOS & Android)
AI Summary
“Three Grey Monkeys is a team of Microsoft experts offering bespoke solutions across Dynamics CRM, SharePoint, SQL Server, and mobile apps, emphasizing quality and customer collaboration.”

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