Best CRM Consulting Services in the USA

United States CRM Consultants

Customer Relationship Management (CRM) has become the backbone of modern business success in the United States, with consulting services ensuring that organizations integrate, optimize, and scale CRM systems to drive measurable impact. From SaaS startups to large-scale enterprises, U.S.-based CRM consultants help align technology with strategy, ensuring teams can engage customers more effectively and achieve growth with confidence.

🔦 Methodology: How We Chose These CRM Consulting Services in the USA

To ensure this list provides genuine value, we applied a transparent, research-driven approach:

⭐ Research-driven: Each consultancy demonstrates verified case studies, client results, or proprietary frameworks.

💬 Client-reviewed: Firms backed by real customer feedback, proven ROI, and referenceable success stories.

📍 Location-based: Agencies and founders are rooted in the USA, giving them deep market relevance and accessibility.

🌟 USA CRM Consultants - Provider Spotlights

CRM Experts Online

What they do
CRM Experts Online focuses on end-to-end CRM implementation, optimization, and training for mid-sized businesses and enterprise clients. Their services span Salesforce, HubSpot, and Zoho integrations, with a sharp focus on customization for sales and marketing teams.

Who they work with
Predominantly SaaS businesses and professional services.

Operating model
Project-based delivery with training add-ons to empower in-house teams.

💡 Why they stand out:

🚀 Deep Salesforce and HubSpot specialization with cross-platform expertise.

🔄 Hands-on training frameworks for client teams.

📊 Proven case studies demonstrating 30–40% pipeline efficiency gains.

John Perez, Founder of CRM Experts Online

John Perez brings two decades of experience in CRM system architecture, having worked with Fortune 500 clients and mid-market SaaS firms. Known for his pragmatic approach, John blends technical know-how with business strategy. He is recognized for helping organizations transition from legacy systems into fully integrated cloud-based CRM environments. His leadership style emphasizes empowerment, ensuring clients build long-term internal capability.

WayPath

What they do
WayPath delivers enterprise CRM strategy and implementation, specializing in Microsoft Dynamics 365 and Salesforce solutions. They help organizations streamline customer engagement, data governance, and digital transformation.

Who they work with
Government agencies, financial services, and healthcare.

Operating model
Long-term partnerships with a consultative and compliance-first approach.

💡 Why they stand out:

🏥 Expertise in regulated industries such as healthcare and government.

🔐 Strong focus on compliance and data security.

🤝 Multi-year relationships with enterprise-level organizations.

Matt Waldau, Founder of WayPath

Matt Waldau has a background in enterprise IT and consulting, with 15+ years leading digital transformation projects. He is known for steering complex CRM rollouts for public sector and enterprise clients. His leadership emphasizes building scalable systems while maintaining regulatory alignment. Waldau’s approach is trusted for blending technical precision with business continuity.

Three Ventures Technology, Inc.

What they do
Three Ventures delivers CRM consulting integrated with marketing technology, analytics, and operations alignment. Their multi-disciplinary approach ensures CRM supports not just sales but also broader digital strategies.

Who they work with
SaaS, eCommerce, and B2B service providers.

Operating model
Fractional consulting with cross-functional expertise across marketing, analytics, and CRM.

💡 Why they stand out:

📈 Holistic integration of CRM with digital marketing ecosystems.

🛠 Proven HubSpot and Salesforce implementation frameworks.

🌐 Cross-discipline expertise ensuring CRM supports the full customer lifecycle.

Curtis Morte, Co-Founder & Partner of Three Ventures

Curtis Morte is the Co-Founder & Partner of Three Ventures, overseeing business development and client strategy. He focuses on helping organizations integrate technology with marketing and operations to achieve sustainable growth. Curtis combines leadership, consulting expertise, and a collaborative approach to drive long-term success for clients.

Wally Hix, Co-Founder & Technology Director of Three Ventures

Wally Hix is the Co-Founder & Technology Director of Three Ventures, where he leads the company’s technology strategy and innovation. He specializes in developing scalable digital solutions that align with client goals. Wally combines hands-on technical expertise with a forward-thinking approach to deliver impactful results.

LockData Technologies, Inc.

What they do
LockData specializes in CRM data architecture, custom integrations, and analytics-heavy deployments. Their technical depth supports organizations with complex CRM needs.

Who they work with
Manufacturing, logistics, and industrial sectors.

Operating model
Custom-built solutions tailored for data-heavy enterprises.

💡 Why they stand out:

🔧 Advanced expertise in CRM database architecture.

🔗 Seamless integration with ERP and supply chain systems.

🧩 Custom data models improving customer insight across operations.

Chuck Lockwood, Founder & President of LockData

Chuck Lockwood founded LockData after decades in enterprise IT, with a focus on solving complex data and integration challenges. Known for his hands-on leadership, Lockwood has led multi-million-dollar CRM transformation projects. His experience bridges technical development with business results, making him a trusted partner for industrial clients.

Ergonized

What they do
Ergonized offers Salesforce consulting and custom CRM development, helping clients improve workflows and sales automation.

Who they work with
SaaS startups, fintech firms, and professional services.

Operating model
Agile delivery with nearshore development support.

💡 Why they stand out:

🧪 Salesforce-first consultancy with strong development capacity.

🌍 Nearshore delivery model for cost efficiency.

📈 Track record of accelerating sales pipeline performance.

Dmitriy Ogol, Co-Founder & CEO of Ergonized

Dmitriy Ogol leads Ergonized with a background in CRM product development and team scaling. Known for his technical expertise and focus on efficiency, Ogol ensures clients achieve quick, iterative wins. His leadership emphasizes transparency and measurable progress.

Artur Koriaka, Co-Founder of Ergonized

Artur Koriaka is the Co-Founder of Ergonized, where he focuses on delivering Salesforce consulting and CRM solutions tailored to client needs. He specializes in helping businesses streamline operations and maximize customer engagement. Artur brings technical expertise and strategic vision to ensure long-term client success.

Dmytro Sorokin, Co-Founder of Ergonized

Dmytro Sorokin is the Co-Founder of Ergonized, where he drives business strategy and oversees project delivery. He works closely with clients to implement scalable CRM solutions that improve performance and efficiency. Dmytro combines leadership with a deep understanding of technology and business processes.

Wintec Group, Inc.

What they do
Wintec Group delivers end-to-end IT and CRM solutions, with expertise in Salesforce and Microsoft Dynamics. They specialize in digital transformation for traditional industries.

Who they work with
Mid-market to enterprise organizations across healthcare, education, and retail.

Operating model
Hybrid IT consulting with CRM as a core pillar.

Operating model: Hybrid IT consulting with CRM as a core pillar.

💡 Why they stand out:

⚙️ Strong technical integration with broader IT infrastructure.

🎯 Track record of measurable CRM ROI.

🏫 Sector expertise across education and healthcare.

Jon Arancio, Founder & Vice President of Wintec Group

Jon Arancio brings years of experience leading technology transformations for enterprise clients. His style emphasizes partnership and knowledge transfer. Known for building long-term IT and CRM strategies, Arancio’s leadership delivers both stability and innovation.

Liz Wolfe, Founder & President of Wintec Group

Liz Wolfe is the Founder & President of Wintec Group, where she leads the company in providing technology solutions that drive business efficiency and growth. With a strong background in IT strategy and consulting, she helps organizations leverage technology to achieve their goals. Liz combines leadership, innovation, and client-focused expertise to deliver measurable results.

Facet Interactive

What they do
Facet Interactive provides HubSpot consulting and marketing operations support, ensuring CRM aligns tightly with demand generation strategies.

Who they work with
SaaS, professional services, and creative agencies.

Operating model
Retainer-based support with a marketing-ops focus.

💡 Why they stand out:

📊 Advanced HubSpot workflows and automation.

🎨 Specialization in creative and marketing-heavy industries.

🤝 Emphasis on collaboration and ongoing optimization.

Peter Vasilion, Founder & CEO of Facet Interactive

Peter Vasilion brings a blend of technical and marketing expertise, with years of experience helping firms maximize HubSpot adoption. His leadership focuses on operational alignment and enabling marketers with actionable CRM insights.

CRM Sharks

What they do
CRM Sharks deliver Salesforce, Zoho, and HubSpot consulting with a strong focus on SMB growth.

Who they work with
Small and mid-sized businesses across services and retail.

Operating model
Flat-fee packages for accessible consulting.

💡 Why they stand out:

🦈 Flexible packages tailored for SMB budgets.

📱 Expertise across Zoho, Salesforce, and HubSpot.

🛒 Proven results in retail and SMB adoption.

Connor Darenko, Founder & CEO of CRM Sharks

Connor Darenko leads CRM Sharks with an entrepreneurial approach, focusing on making CRM consulting accessible. Known for building growth-friendly frameworks, Darenko helps small businesses scale sustainably.

CRM & Data Angels.AI Consulting

What they do
CRM & Data Angels.AI specializes in AI-powered CRM consulting, integrating advanced analytics and automation for client success.

Who they work with
SaaS, fintech, and innovative startups.

Operating model
AI-first consulting with emphasis on predictive insights.

💡 Why they stand out:

🤖 AI-driven CRM frameworks for modern organizations.

📈 Proven results in sales forecasting and churn reduction.

💡 Unique focus on blending CRM with data science.

Jocelyn Cruz, Founder of CRM & Data Angels.AI Consulting

Jocelyn Cruz combines CRM consulting with a background in AI and data analytics. Known for her forward-looking approach, she helps firms future-proof their customer engagement strategies. Her leadership is marked by a focus on innovation and measurable client wins.

Elevating CRM Consulting in the USA

CRM consulting services in the USA remain highly relevant as organizations adapt to digital transformation, regulatory requirements, and shifting customer expectations. Firms deliver not just implementation but also measurable ROI through workflow optimization, data governance, and long-term enablement. Their value lies in empowering teams with scalable systems, industry-specific expertise, and data-driven strategies. These services help both established enterprises and emerging startups maximize customer engagement. As businesses navigate rapid change, CRM consulting continues to play a decisive role in aligning technology with growth.

At Digital Reference, radical authenticity is not an afterthought but a guiding approach that ensures insights are grounded, verifiable, and client-centered. This commitment matters because it provides professionals with clarity and confidence when navigating technology decisions.

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The demand for CRM consulting in the USA underscores a broader need for strategy-driven technology leadership. Organizations want more than implementation — they seek frameworks that translate into measurable outcomes. With so much innovation happening across industries, credible guidance has never been more critical. That’s why professionals looking to move forward with confidence continue to rely on Digital Reference.