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Top CRM Setup & Management Companies

Too many sales teams pay for a CRM that holds half their deals and none of their forecasting. CRM setup and management companies configure HubSpot, Salesforce, Zoho, Pipedrive or Dynamics around how you actually sell: pipelines and stages, custom fields, lead assignment, automation, dashboards and integrations with email, calendars and billing. They also migrate data from spreadsheets or an old system and, on retainer, act as your CRM administrator. Growing companies hire them when adopting a first CRM, switching platforms, or rescuing one nobody trusts.

When comparing firms here, check platform certifications first and ask how they get reps to actually use the system.

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 Setup & Management Agencies

  1. All CRM Solution logo
    All CRM Solution
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    All CRM Solution (https://allcrmsolution.com/) offers comprehensive CRM setup, customization, automation, and continuous support services tailored for small and expanding businesses. We assist companies in optimizing sales processes, effectively managing customer relationships, and creating intellig

    Highlights

    $1,000+

    Min Project Size

    < $25/hr

    Avg Hourly Rate

    2-9

    Employees

    Services Provided
    70% CRM Setup & Management
    30% Sales Funnel Strategy & Optimization
    AI Summary

    “All CRM Solution delivers tailored CRM setup, customization, automation, and support for small and growing businesses, enhancing sales, customer management, and operational efficiency for scalable growth.”

  2. ITCube Solutions Pvt. Ltd. logo
    ITCube Solutions Pvt. Ltd.
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    ITCube is a worldwide provider of technology services, consulting, and software development, with a presence in various countries through its offices, clients, and partners. We specialize in delivering high-quality, robust, end-to-end custom software solutions that help our clients gain a competitiv

    Highlights

    $25,000+

    Min Project Size

    $25-49/hr

    Avg Hourly Rate

    250-999

    Employees

    Cincinnati, Ohio, Us

    Services Provided+1 Services
    20% Custom Web Application Development
    15% Mobile App Development (iOS & Android)
    10% QA & Software Testing
    5% Legacy System Modernization
    AI Summary

    “ITCube Solutions Pvt. Ltd. delivers global technology services and custom software development, specializing in Microsoft platforms, BI, AI, IoT, and digital transformation to drive client growth.”

  3. JDR Group logo
    JDR Group
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    The Managing Director is David Roberts, a business coach and consultant with three decades of experience in sales and marketing. Leanne Mordue serves as the Head of Operations, while Will Williamson is the Head of Inbound; both have been part of the company since it was founded. The company started

    Highlights

    $10,000+

    Min Project Size

    $50-99/hr

    Avg Hourly Rate

    10-49

    Employees

    Derby, Gb

    Services Provided+3 Services
    15% Search Engine Optimization (SEO)
    13% Content Marketing Strategy
    8% Email Marketing & Automation
    7% Social Media Marketing
    AI Summary

    “JDR Group provides comprehensive business coaching and digital marketing services, including web design, content creation, and inbound marketing, serving over 800 UK clients with award-winning expertise.”

  4. Inboundish logo
    Inboundish
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    We make sure that all your digital processes run smoothly and foster innovation. We deploy HubSpot CRM solutions for companies aiming to boost growth by eliminating obstacles and developing smart automation that addresses your specific challenges and objectives. HubSpot is a robust resource for your

    Highlights

    2-9

    Employees

    Services Provided
    50% Demand Generation Marketing
    50% CRM Setup & Management
    AI Summary

    “Inboundish specializes in deploying tailored HubSpot CRM solutions that streamline digital processes and implement smart automation, empowering businesses to overcome challenges and achieve growth objectives effectively.”

  5. Iceberg Tech logo
    Iceberg Tech
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    Iceberg Tech is a bespoke software development firm that focuses on web applications, CRM systems, and business automation solutions. We assist startups and expanding businesses in optimizing their operations, minimizing manual tasks, and scaling effectively with customized digital solutions. Our em

    Highlights

    $5,000+

    Min Project Size

    $25-49/hr

    Avg Hourly Rate

    10-49

    Employees

    Services Provided
    50% Custom Web Application Development
    50% CRM Setup & Management
    AI Summary

    “Iceberg Tech specializes in custom software development, delivering web applications, CRM systems, and automation solutions that optimize operations and support business growth for startups and expanding companies.”

  6. Hatzs Dimensions LLC logo
    Hatzs Dimensions LLC
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    Hatzs Dimensions is an AI-centric software company that develops smart business systems aimed at helping organizations automate intricate processes, enhance decision-making, and boost revenue. We don’t just create individual software solutions; we design AI-driven business operating systems. By inte

    Highlights

    $100,000+

    Min Project Size

    $25-49/hr

    Avg Hourly Rate

    50-249

    Employees

    Services Provided+2 Services
    10% AI Strategy & Roadmap Consulting
    13% LLM Integration & Prompt Engineering
    8% Custom AI Chatbot Development
    12% Machine Learning Model Development
    AI Summary

    “Hatzs Dimensions LLC specializes in AI-driven business operating systems integrating LLMs and machine learning to automate complex processes, enhance decision-making, and improve operational efficiency and revenue.”

  7. De Marketing logo
    De Marketing
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    De Marketing is a B2B marketing consultancy headquartered in Monterrey, Mexico. We design and run acquisition systems for industrial and professional services companies that sell to other businesses: Google Ads and LinkedIn campaigns, technical and local SEO, conversion-focused websites, CRM impl

    Highlights

    2-9

    Employees

    Monterrey, Nuevo Leon, Mx

    Services Provided

    No services available

    AI Summary

    “No AI summary available for this company yet.”

  8. Redvike logo
    Redvike
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    We design, build, test, deploy, and scale user-friendly web and mobile applications. At Redvike, we identify the potential of your product and create a strategy aimed at providing a competitive edge. Your solution is crafted by our skilled team of Developers, UX/UI Designers, Project Managers, and T

    Highlights

    $10,000+

    Min Project Size

    $25-49/hr

    Avg Hourly Rate

    10-49

    Employees

    Krakow, Lesser Poland, Pl

    Services Provided+7 Services
    3% ERP & CRM Development
    3% CMS Development & Customization
    5% API Development & Integration
    5% Frontend Development
    AI Summary

    “Redvike delivers user-centric web and mobile applications, leveraging expertise in Node.js, React, AR, and SaaS to support startups with custom software, UX/UI, and innovative tech solutions.”

  9. Itero logo
    Itero
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    We assist B2B companies in generating additional leads. Our digital marketing agency provides services such as website design, eCommerce solutions, CRM implementation, marketing automation, system integrations, SEO optimization, and branding strategies. These offerings are designed to enhance online

    Highlights

    $5,000+

    Min Project Size

    $50-99/hr

    Avg Hourly Rate

    2-9

    Employees

    Riga, Lv

    Services Provided+4 Services
    13% Brand Identity Design
    5% Brand Guidelines Development
    10% Marketing Collateral Design
    5% Brand Refresh & Rebranding
    AI Summary

    “Itero is a digital marketing agency specializing in website design, eCommerce, CRM, automation, SEO, and branding to enhance B2B lead generation, online presence, and customer retention.”

  10. Galliot logo
    Galliot
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    At Galliot, we have a straightforward approach: You envision it, we create it. Our goal is to boost your current development skills or assemble a tailored team to suit your requirements. Based in San Francisco, with offices in Europe and South America, we are flexible and scalable, ready to make you

    Highlights

    $10,000+

    Min Project Size

    $100-149/hr

    Avg Hourly Rate

    10-49

    Employees

    San Francisco, California, Us

    Services Provided+6 Services
    3% CMS Development & Customization
    8% Backend Development
    3% Legacy System Modernization
    5% ERP & CRM Development
    AI Summary

    “Galliot is a flexible, scalable technology partner offering custom team assembly and development support to realize clients' tech visions globally from offices in San Francisco, Europe, and South America.”

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Buyer's guide

Hiring CRM Setup & Management companies

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

What CRM setup and management firms deliver

Setup starts with discovery of your sales process: lead sources, qualification steps, deal stages, handoffs to delivery or support, and the reports leadership wants each week. The firm then configures objects, fields, pipelines, permissions, email and calendar sync, sequences, lead routing and dashboards, connects tools such as forms, telephony, accounting and ecommerce, and cleans and imports existing records with deduplication rules.

Training and adoption follow: role-based sessions, short guides, and an agreed definition of what reps must log. Ongoing management, often sold as a monthly retainer or fractional admin service, covers user changes, new automations and reports, data hygiene, platform updates and quarterly reviews of what is and is not being used.

Many CRM firms also offer RevOps services, marketing automation and custom integrations once the core system is running.

Chapter 1 of 3
FAQ

CRM Setup & Management FAQs

Short answers to what buyers ask before hiring a CRM Setup & Management company.

Question not covered? Ask our team

A CRM setup and management company configures a CRM such as HubSpot or Salesforce around your sales process, migrates and cleans your data, connects other tools, and trains your team. On an ongoing basis it administers the system, builds new reports and automations, and keeps data clean.

CRM setup is billed as a fixed implementation package or hourly project, with ongoing management on a monthly retainer. Most firms on Edverise set a minimum project of $1,000 to $5,000. User count, integrations, data migration and automation complexity drive the price, and licenses are extra.

CRM implementation time depends on the number of teams, data to migrate and integrations required. Phases include process discovery, configuration, migration, integration, testing, training and launch. Messy data and changes to the sales process during the project are the most common causes of delay.

CRM setup configures an off-the-shelf CRM for a sales team and keeps it running, usually for small and midsize companies. CRM consulting and systems integration covers larger programs with custom development, enterprise integrations and multiple business units. The second needs bigger teams and budgets.

Business services, IT and software, ecommerce, financial services, marketing agencies and healthcare companies are the main clients of the CRM firms listed here. Financial and healthcare firms need permissions and audit logs for sensitive records, while ecommerce firms want CRM connected to store and order data.

CRM setup and management firms on Edverise are clustered in Noida, London, Mumbai, Los Angeles, Ahmedabad and Dubai. Because configuration is done online, platform certification and overlap with your working hours matter more than location.

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