Company lists · Data refreshed September 2026
Top 25 Client relationship management companies for consultancies based in the United States
RevenueBase identified 1,106 company matches for client relationship management companies for consultancies associated with the United States as of September 2026 and tracks 9,354 professional contacts across them, including 2,696 with verified work emails. New York is the largest hub.
This list covers company matches for client relationship management companies for consultancies associated with the United States, found by RevenueBase SmartSearch using the meaning of business descriptions in its company graph at Exact. Ranked by professionals tracked, largest first. Rows show recorded descriptions where available, Exact search membership and the snapshot date. Data refreshed September 27, 2026.
Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase SmartSearch, the natural-language company search RevenueBase customers use to build their own targeted lists and unlock verified emails and direct dials at the companies on them. How these lists are built and judged.
The 25 largest client relationship management companies for consultancies based in the United States
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 374 contacts → | ||||
Exact match “We will meet clients where they are on their Salesforce journey, accelerating time to value through our advisory-led, industry-focused, and partner-aligned approach to…” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
| 2 | 290 contacts → | ||||
Exact match “Canopy is the all-in-one practice management platform built to help accounting firms simplify operations, delight clients, and drive firm-wide growth.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
| 3 | 289 contacts → | ||||
Exact match “Deals are won through relationships-but most CRMs weren't built to track them.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
| 4 | 183 contacts → | ||||
Exact match “Affinity Development Group is a full-service consulting, marketing, operations and technology company located in San Diego, Calif.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
| 5 | 173 contacts → | ||||
Exact match “At MST Solutions our cornerstone is to adapt, engage and create solutions which guarantee the success of our clients.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
| 6 | 166 contacts → | ||||
Exact match “We're with you every step of the way.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
| 7 | 147 contacts → | ||||
Exact match “We are a management and technology consulting firm whose job is to get you where you're going.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
| 8 | 126 contacts → | ||||
Exact match “Wealthbox is CRM you’ll actually enjoy.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
| 9 | 126 contacts → | ||||
Exact match “Founded in 2003, SPAR Solutions is a global consulting firm partnering with SMB to Fortune 5 companies.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
| 10 | 118 contacts → | ||||
Exact match “At Eigen X, we are passionate about enabling our client’s data-driven transformations and deploying cutting-edge technology solutions.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
| 11 | 114 contacts → | ||||
Exact match “Paramantra builds enterprise software.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
| 12 | 94 contacts → | ||||
Exact match “We exist to remove the ceiling.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
| 13 | 88 contacts → | ||||
Exact match “WelcomeHome is a CRM built specifically for senior living and home care sales and marketing teams, designed to help organizations convert more leads, strengthen referral…” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
| 14 | 83 contacts → | ||||
Exact match “Client Focus provides high-quality client relationship management services to insurance agencies.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
| 15 | 81 contacts → | ||||
Exact match “Practifi is the only intelligent CRM built specifically for wealth management firms.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
| 16 | 80 contacts → | ||||
Exact match “Arcsona is a CRM implementation firm powered by people with spark.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
| 17 | 58 contacts → | ||||
Exact match “Redtail Technology, Inc.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
| 18 | 53 contacts → | ||||
Exact match “White Cup CRM + BI makes it easy for your entire customer-facing team to prioritize outreach and collaborate to increase revenue.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
| 19 | 53 contacts → | ||||
Exact match “Lev is officially part of Cognizant's CX/CRM practice!” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
| 20 | 52 contacts → | ||||
Exact match “Fountain Forward succeeds by putting relationships first; with our clients, within our team, and within the community.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
| 21 | 49 contacts → | ||||
Exact match “CloudCache Consulting is a Consulting Partner of CRMs, including Salesforce, HubSpot, Monday.com, and Pipedrive.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
| 22 | 48 contacts → | ||||
Exact match “Our mission is to be our clients most trusted business advisor.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
| 23 | 48 contacts → | ||||
Exact match “Nearly all Life Sciences companies are in the midst of "customer engagement transformations" aimed at re-wiring how they operate to respond to a changing environment.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
| 24 | 46 contacts → | ||||
Exact match “Mission: Christy White Associates’ promise to our clients is a worthwhile business relationship with responsive, trustworthy advisors and timely delivery of quality assurance…” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
| 25 | 45 contacts → | ||||
Exact match “After working with clients in the Sports & Entertainment industry for almost a decade, our company evolved from being a Salesforce consulting company to industry specialists…” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
RevenueBase SmartSearch
Describe a niche business in your own words. RevenueBase SmartSearch compares the meaning of your description with company business descriptions compiled in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit.
This list uses Exact for “client relationship management companies for consultancies”. Each Exact match badge shows membership in that saved search; it is not an individual similarity score or a service-quality rating. Recorded descriptions are shown where available.
Showing 25 of 1,106 client relationship management companies for consultancies based in the United States
See the full list, filter by size, metro and specialty, and access 2,696 tracked professional contacts with verified work emails. Direct dials are available where recorded.
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Client relationship management companies for consultancies based in the United States at a glance
As of Sep 27, 2026Companies by employee count
Email recency for this list is measured worldwide rather than for United States, so it is reported there. Company counts and contact totals on this page are exact for United States, over 1,106 companies.
How this list was built
The recorded descriptions help you assess these company matches. Check a company’s website for its current services and locations.
- Source
- The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase SmartSearch, the natural-language company search available to every RevenueBase user.
- What qualifies
- Company records associated with the United States whose business descriptions match “client relationship management companies for consultancies” by meaning at the Exact setting. Descriptions are compiled in the RevenueBase company graph from public websites, profiles and company information where available; they are not guaranteed quotations from the company's website.
- RevenueBase SmartSearch
- Describe a niche company in your own words to find businesses by meaning. Exact, Similar, Related and Broad control the breadth of RevenueBase SmartSearch. This saved list uses Exact. Each row's Exact match badge shows inclusion in that search, not an individual score or a service-quality judgment.
- Public preview
- The public preview omits records without a verified work email. Where headquarters information is recorded, preview rows are also filtered to this page’s location. Dataset totals and geographic summaries describe the full matched records before these preview filters.
- Match quality
- RevenueBase's August 25, 2026 study assessed 4,198 description/company pairs across matching settings. The publisher reports 86% good or better at Exact. This evaluates the method across queries; it does not audit this individual list. Recorded company descriptions, where available, help you judge each match yourself. Read the full methodology: how the lists are built and what the study measures.
- Ranking
- Team size, largest first: companies are ordered by the number of professionals RevenueBase tracks at each one. Employee ranges shown are reported bands, for context.
- Verification
- Every displayed company carries at least one verified work email. RevenueBase tracks 2,696 professional contacts with verified work emails across the full matched dataset. Contacts re-verify on a rolling cadence, and each contact's own verification date is shown inside RevenueBase.
- Refresh
- This page's figures were pulled from the company graph on September 27, 2026. Lists refresh periodically as the graph is re-checked.
- Record context
- Company records and descriptions can change. Check the company's website for its current services and locations.
Client relationship management companies for consultancies by metro
Frequently asked
What is RevenueBase SmartSearch?
RevenueBase SmartSearch finds niche companies by the meaning of their business descriptions in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit your description. This list uses Exact for “client relationship management companies for consultancies”; each Exact match badge shows search membership, not an individual similarity or quality score.
How many client relationship management companies for consultancies are there based in the United States?
RevenueBase identified 1,106 company matches for client relationship management companies for consultancies associated with the United States as of September 2026, using the meaning of business descriptions at Exact. This is the recorded matched set in the RevenueBase company graph.
What is the largest company on this list?
Simplus tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.
Which city has the most client relationship management companies for consultancies?
New York leads with 49 company records, followed by Chicago (30) and Atlanta (27).
How do I get contact information for these companies?
A free RevenueBase account lets you run this exact search and work limited free results with 500 credits to start. Upgrading provides access to the 2,696 professional contacts with verified work emails tracked across these 1,106 companies; direct dials are available where recorded.
How current is this list?
The list refreshes periodically as the company graph is re-checked. This page's figures were pulled on September 27, 2026.
Ready to reach these companies? Verified emails and direct dials for all 1,106 client relationship management companies for consultancies based in the United States. Start with a free account, no credit card.
Download this list →Related lists
Client relationship management companies for consultancies by geography
- Client relationship management companies for consultancies based in Atlanta, United States
- Client relationship management companies for consultancies based in Chicago, United States
- Client relationship management companies for consultancies based in New York, United States
- Client relationship management companies for consultancies based in Argentina
- Client relationship management companies for consultancies based in Australia
- Client relationship management companies for consultancies based in Austria
- Client relationship management companies for consultancies based in Belgium
- Client relationship management companies for consultancies based in Brazil
- Client relationship management companies for consultancies based in Canada
- Client relationship management companies for consultancies based in Chile
- Client relationship management companies for consultancies based in Colombia
- Client relationship management companies for consultancies based in Denmark
About this data
RevenueBase is a B2B data infrastructure company. Its company graph covers 60 million companies and 398.9 million professional contacts, with emails verified on a rolling cadence rather than scraped once and left to decay. These company lists are generated directly from that graph with RevenueBase SmartSearch, the same natural-language company search every RevenueBase user has: describe a market in plain words, get the companies that match, and add verified emails and direct dials for the people at them. It is the same data that powers RevenueBase's B2B data products, and a free account includes 500 credits to start. How these lists are built and judged.
More company lists
- All company lists
- Lists by location
- Lists A-Z
- New lists
- Client relationship management companies for consultancies based in Atlanta, United States
- Client relationship management companies for consultancies based in Chicago, United States
- Client relationship management companies for consultancies based in New York, United States
- Client relationship management companies for consultancies based in Argentina
- Client relationship management companies for consultancies based in Australia
- Client relationship management companies for consultancies based in Austria
Company intelligence · public preview
Top 25 client relationship management companies for consultancies based in the United States
Find companies in any niche.
Describe the businesses you want in your own words. RevenueBase SmartSearch matches company descriptions by meaning.
RevenueBase records 1,106 matching company records for client relationship management companies for consultancies based in the United States, with 9,354 tracked contacts and 2,696 verified work emails.
This public preview shows 25 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: September 27, 2026.
RevenueBase compiles business descriptions for niche-company discovery; each row shows a recorded excerpt where available. Adapt this search to find the companies and contacts you want.
Top 25 client relationship management companies for consultancies based in the United States
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
| # | Company | Headquarters on record | Reported employees | RevenueBase SmartSearch | Tracked contacts |
|---|---|---|---|---|---|
| 1 |  Simplussimplus.comHQ: Salt Lake City, UT, United StatesReported employees: 501-1,000 | Salt Lake City, UT, United States | 501-1,000 | Exact match | 374 contacts → |
“We will meet clients where they are on their Salesforce journey, accelerating time to value through our advisory-led, industry-focused, and partner-aligned approach to…” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 |  Canopygetcanopy.comHQ: South Jordan, UT, United StatesReported employees: 201-500 | South Jordan, UT, United States | 201-500 | Exact match | 290 contacts → |
“Canopy is the all-in-one practice management platform built to help accounting firms simplify operations, delight clients, and drive firm-wide growth.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 |  Affinity CRMaffinity.coHQ: San Francisco, CA, United StatesReported employees: 201-500 | San Francisco, CA, United States | 201-500 | Exact match | 289 contacts → |
“Deals are won through relationships-but most CRMs weren't built to track them.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 |  Affinity Development Groupaffinitydev.comHQ: San Diego, CA, United StatesReported employees: 201-500 | San Diego, CA, United States | 201-500 | Exact match | 183 contacts → |
“Affinity Development Group is a full-service consulting, marketing, operations and technology company located in San Diego, Calif.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 |  MST Solutionsmstsolutions.comHQ: Chandler, AZ, United StatesReported employees: 201-500 | Chandler, AZ, United States | 201-500 | Exact match | 173 contacts → |
“At MST Solutions our cornerstone is to adapt, engage and create solutions which guarantee the success of our clients.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 |  ACTact.comHQ: Scottsdale, AZ, United StatesReported employees: 51-200 | Scottsdale, AZ, United States | 51-200 | Exact match | 166 contacts → |
“We're with you every step of the way.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 |  Collective Insightscollectiveinsights.comHQ: Atlanta, GA, United StatesReported employees: 51-200 | Atlanta, GA, United States | 51-200 | Exact match | 147 contacts → |
“We are a management and technology consulting firm whose job is to get you where you're going.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 |  Wealthboxwealthbox.comHQ: United StatesReported employees: 51-200 | United States | 51-200 | Exact match | 126 contacts → |
“Wealthbox is CRM you’ll actually enjoy.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 |  Spar Solutionssparsolutions.comHQ: Atlanta, GA, United StatesReported employees: 51-200 | Atlanta, GA, United States | 51-200 | Exact match | 126 contacts → |
“Founded in 2003, SPAR Solutions is a global consulting firm partnering with SMB to Fortune 5 companies.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 |  Eigen Xeigenx.comHQ: King Of Prussia, PA, United StatesReported employees: 51-200 | King Of Prussia, PA, United States | 51-200 | Exact match | 118 contacts → |
“At Eigen X, we are passionate about enabling our client’s data-driven transformations and deploying cutting-edge technology solutions.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 |  Paramantraparamantra.comHQ: Charlestown, MA, United StatesReported employees: 51-200 | Charlestown, MA, United States | 51-200 | Exact match | 114 contacts → |
“Paramantra builds enterprise software.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 |  Lava Automationlavaautomation.comHQ: Portland, OR, United StatesReported employees: 201-500 | Portland, OR, United States | 201-500 | Exact match | 94 contacts → |
“We exist to remove the ceiling.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 |  Welcomehome Softwarewelcomehomesoftware.comHQ: Atlanta, GA, United StatesReported employees: 51-200 | Atlanta, GA, United States | 51-200 | Exact match | 88 contacts → |
“WelcomeHome is a CRM built specifically for senior living and home care sales and marketing teams, designed to help organizations convert more leads, strengthen referral…” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 |  Client Focusclientfocuscorp.comHQ: Mesa, AZ, United StatesReported employees: 51-200 | Mesa, AZ, United States | 51-200 | Exact match | 83 contacts → |
“Client Focus provides high-quality client relationship management services to insurance agencies.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 |  Practifipractifi.comHQ: Chicago, IL, United StatesReported employees: 51-200 | Chicago, IL, United States | 51-200 | Exact match | 81 contacts → |
“Practifi is the only intelligent CRM built specifically for wealth management firms.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 |  Arcsonaarcsona.comHQ: Campbell, CA, United StatesReported employees: 51-200 | Campbell, CA, United States | 51-200 | Exact match | 80 contacts → |
“Arcsona is a CRM implementation firm powered by people with spark.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 |  Redtail Technologyredtailtechnology.comHQ: Sacramento, CA, United StatesReported employees: 51-200 | Sacramento, CA, United States | 51-200 | Exact match | 58 contacts → |
“Redtail Technology, Inc.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 |  White CUPwhitecupsolutions.comHQ: Garden City, ID, United StatesReported employees: 51-200 | Garden City, ID, United States | 51-200 | Exact match | 53 contacts → |
“White Cup CRM + BI makes it easy for your entire customer-facing team to prioritize outreach and collaborate to increase revenue.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 |  Lev, A Cognizant Companycognizant.comHQ: Indianapolis, IN, United StatesReported employees: 201-500 | Indianapolis, IN, United States | 201-500 | Exact match | 53 contacts → |
“Lev is officially part of Cognizant's CX/CRM practice!” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 |  Fountain Forwardfountainforward.comHQ: Houston, TX, United StatesReported employees: 51-200 | Houston, TX, United States | 51-200 | Exact match | 52 contacts → |
“Fountain Forward succeeds by putting relationships first; with our clients, within our team, and within the community.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 |  Cloudcache Consultingcloudcacheconsulting.comHQ: Dover, DE, United StatesReported employees: 11-50 | Dover, DE, United States | 11-50 | Exact match | 49 contacts → |
“CloudCache Consulting is a Consulting Partner of CRMs, including Salesforce, HubSpot, Monday.com, and Pipedrive.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 |  Elliott, Robinson & Company, LLPercpa.comHQ: Springfield, MO, United StatesReported employees: 11-50 | Springfield, MO, United States | 11-50 | Exact match | 48 contacts → |
“Our mission is to be our clients most trusted business advisor.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | The Stemthestem.com HQ: Larchmont, NY, United StatesReported employees: 51-200 | Larchmont, NY, United States | 51-200 | Exact match | 48 contacts → |
“Nearly all Life Sciences companies are in the midst of "customer engagement transformations" aimed at re-wiring how they operate to respond to a changing environment.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 |  Christy White, INCchristywhite.comHQ: San Diego, United StatesReported employees: 51-200 | San Diego, United States | 51-200 | Exact match | 46 contacts → |
“Mission: Christy White Associates’ promise to our clients is a worthwhile business relationship with responsive, trustworthy advisors and timely delivery of quality assurance…” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 |  COGNYcogny.coHQ: Orlando, FL, United StatesReported employees: 51-200 | Orlando, FL, United States | 51-200 | Exact match | 45 contacts → |
“After working with clients in the Sports & Entertainment industry for almost a decade, our company evolved from being a Salesforce consulting company to industry specialists…” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 1,106 company matches
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Client relationship management companies for consultancies: dataset insights
September 27, 2026These summaries describe recorded coverage in this saved dataset. This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Reported company sizes
1,106 records in the displayed employee bands.
0 matching records are outside the displayed bands or do not have a displayed size. Bars show shares of the displayed bands.
Email recency for this list is measured worldwide rather than for United States, so it is reported there. Company counts and contact totals on this page are exact for United States, over 1,106 companies.
How this company list was built
Describe a niche in your own words: companies installing commercial solar, or manufacturers of sustainable packaging. RevenueBase SmartSearch finds companies whose compiled business descriptions match by meaning. This list is one saved example to adapt.
Where the company descriptions come from
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
RevenueBase SmartSearch matching settings
- Exact
- Closest fits to the business described.
- Similar
- Similar businesses with a wider range of fits.
- Related
- Related businesses in and around the category.
- Broad
- A broader set of businesses connected to the description.
RevenueBase SmartSearch · Exact match identifies inclusion in this search's closest semantic matching setting. It is not a per-company confidence score, a literal keyword match, or a quality endorsement.
Selection, ordering and scope
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Recorded company descriptions support research; check company websites for current services. The selected preview is ordered by tracked contacts and is not a list of the best service providers.
Snapshot: September 27, 2026.
RevenueBase is a B2B data infrastructure company. Its September 3, 2026 published methodology describes a graph of 60 million companies and 398.9 million professional contacts; these platform figures differ from this page's totals. Published methodology ↗
Client relationship management companies for consultancies by metro
Questions about this company list
What does Exact match mean for client relationship management companies for consultancies?
The separate RevenueBase SmartSearch column identifies inclusion at the closest semantic matching preset. It is not a literal keyword match, a per-company confidence score or a quality endorsement. Changing the search form opens a new search in RevenueBase; it does not reclassify these saved rows.
How many client relationship management companies for consultancies did RevenueBase find based in the United States?
The saved snapshot records 1,106 matching company records, 9,354 tracked contacts and 2,696 verified emails. The public preview displays 25 selected records.
Where do the company descriptions come from?
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
How are the public companies ordered?
The selected public records are ordered by contacts tracked in RevenueBase, highest first. Contact coverage is a prospecting measure, not an assessment of the company's services or quality.
How can I get contact information?
Select a company's contact count to open its filtered contacts in RevenueBase. Free signup is required and includes 500 credits and limited free results. Verified emails, direct dials and mobile numbers depend on available coverage.
How current is this list?
Snapshot: September 27, 2026. Review each company's website for current services and locations. A recorded business description does not establish that every company offers every service named in the search.
What do headquarters and employee bands mean?
These are recorded company-level fields, rather than a map of every branch or a count of specialists. Missing headquarters or employee bands are labeled; older records may show a location separately from recorded headquarters.
Build your next target company list
Adapt this niche search and work with available contacts in RevenueBase.
Related lists
Client relationship management companies for consultancies by geography
- Client relationship management companies for consultancies based in Atlanta, United States
- Client relationship management companies for consultancies based in Chicago, United States
- Client relationship management companies for consultancies based in New York, United States
- Client relationship management companies for consultancies based in Argentina
- Client relationship management companies for consultancies based in Australia
- Client relationship management companies for consultancies based in Austria
- Client relationship management companies for consultancies based in Belgium
- Client relationship management companies for consultancies based in Brazil
- Client relationship management companies for consultancies based in Canada
- Client relationship management companies for consultancies based in Chile
- Client relationship management companies for consultancies based in Colombia
- Client relationship management companies for consultancies based in Denmark
Cite this list
RevenueBase Data Team. Top 25 client relationship management companies for consultancies based in the United States. Snapshot: September 27, 2026. https://revenuebase.ai/companies/client-relationship-management-companies-for-consultancies/united-states.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
More company lists
- All company lists
- Lists by location
- Lists A-Z
- New lists
- Client relationship management companies for consultancies based in Atlanta, United States
- Client relationship management companies for consultancies based in Chicago, United States
- Client relationship management companies for consultancies based in New York, United States
- Client relationship management companies for consultancies based in Argentina
- Client relationship management companies for consultancies based in Australia
- Client relationship management companies for consultancies based in Austria
Company intelligence · public preview
Top 25 client relationship management companies for consultancies based in the United States
RevenueBase records 1,106 matching company records for client relationship management companies for consultancies based in the United States, with 9,354 tracked contacts and 2,696 verified work emails.
This public preview shows 25 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: September 27, 2026.
RevenueBase compiles business descriptions for niche-company discovery; each row shows a recorded excerpt where available. Adapt this search to find the companies and contacts you want.
Top 25 client relationship management companies for consultancies based in the United States
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
| # | Company | Headquarters on record | Reported employees | RevenueBase SmartSearch | Tracked contacts |
|---|---|---|---|---|---|
| 1 | Simplussimplus.com HQ: Salt Lake City, UT, United StatesReported employees: 501-1,000 | Salt Lake City, UT, United States | 501-1,000 | Exact match | 374 contacts → |
“We will meet clients where they are on their Salesforce journey, accelerating time to value through our advisory-led, industry-focused, and partner-aligned approach to…” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | Canopygetcanopy.com HQ: South Jordan, UT, United StatesReported employees: 201-500 | South Jordan, UT, United States | 201-500 | Exact match | 290 contacts → |
“Canopy is the all-in-one practice management platform built to help accounting firms simplify operations, delight clients, and drive firm-wide growth.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | Affinity CRMaffinity.co HQ: San Francisco, CA, United StatesReported employees: 201-500 | San Francisco, CA, United States | 201-500 | Exact match | 289 contacts → |
“Deals are won through relationships-but most CRMs weren't built to track them.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | Affinity Development Groupaffinitydev.com HQ: San Diego, CA, United StatesReported employees: 201-500 | San Diego, CA, United States | 201-500 | Exact match | 183 contacts → |
“Affinity Development Group is a full-service consulting, marketing, operations and technology company located in San Diego, Calif.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | MST Solutionsmstsolutions.com HQ: Chandler, AZ, United StatesReported employees: 201-500 | Chandler, AZ, United States | 201-500 | Exact match | 173 contacts → |
“At MST Solutions our cornerstone is to adapt, engage and create solutions which guarantee the success of our clients.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | ACTact.com HQ: Scottsdale, AZ, United StatesReported employees: 51-200 | Scottsdale, AZ, United States | 51-200 | Exact match | 166 contacts → |
“We're with you every step of the way.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | Collective Insightscollectiveinsights.com HQ: Atlanta, GA, United StatesReported employees: 51-200 | Atlanta, GA, United States | 51-200 | Exact match | 147 contacts → |
“We are a management and technology consulting firm whose job is to get you where you're going.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | Wealthboxwealthbox.com HQ: United StatesReported employees: 51-200 | United States | 51-200 | Exact match | 126 contacts → |
“Wealthbox is CRM you’ll actually enjoy.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | Spar Solutionssparsolutions.com HQ: Atlanta, GA, United StatesReported employees: 51-200 | Atlanta, GA, United States | 51-200 | Exact match | 126 contacts → |
“Founded in 2003, SPAR Solutions is a global consulting firm partnering with SMB to Fortune 5 companies.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | Eigen Xeigenx.com HQ: King Of Prussia, PA, United StatesReported employees: 51-200 | King Of Prussia, PA, United States | 51-200 | Exact match | 118 contacts → |
“At Eigen X, we are passionate about enabling our client’s data-driven transformations and deploying cutting-edge technology solutions.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | Paramantraparamantra.com HQ: Charlestown, MA, United StatesReported employees: 51-200 | Charlestown, MA, United States | 51-200 | Exact match | 114 contacts → |
“Paramantra builds enterprise software.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | Lava Automationlavaautomation.com HQ: Portland, OR, United StatesReported employees: 201-500 | Portland, OR, United States | 201-500 | Exact match | 94 contacts → |
“We exist to remove the ceiling.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | Welcomehome Softwarewelcomehomesoftware.com HQ: Atlanta, GA, United StatesReported employees: 51-200 | Atlanta, GA, United States | 51-200 | Exact match | 88 contacts → |
“WelcomeHome is a CRM built specifically for senior living and home care sales and marketing teams, designed to help organizations convert more leads, strengthen referral…” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | Client Focusclientfocuscorp.com HQ: Mesa, AZ, United StatesReported employees: 51-200 | Mesa, AZ, United States | 51-200 | Exact match | 83 contacts → |
“Client Focus provides high-quality client relationship management services to insurance agencies.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | Practifipractifi.com HQ: Chicago, IL, United StatesReported employees: 51-200 | Chicago, IL, United States | 51-200 | Exact match | 81 contacts → |
“Practifi is the only intelligent CRM built specifically for wealth management firms.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | Arcsonaarcsona.com HQ: Campbell, CA, United StatesReported employees: 51-200 | Campbell, CA, United States | 51-200 | Exact match | 80 contacts → |
“Arcsona is a CRM implementation firm powered by people with spark.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | Redtail Technologyredtailtechnology.com HQ: Sacramento, CA, United StatesReported employees: 51-200 | Sacramento, CA, United States | 51-200 | Exact match | 58 contacts → |
“Redtail Technology, Inc.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | White CUPwhitecupsolutions.com HQ: Garden City, ID, United StatesReported employees: 51-200 | Garden City, ID, United States | 51-200 | Exact match | 53 contacts → |
“White Cup CRM + BI makes it easy for your entire customer-facing team to prioritize outreach and collaborate to increase revenue.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | Lev, A Cognizant Companycognizant.com HQ: Indianapolis, IN, United StatesReported employees: 201-500 | Indianapolis, IN, United States | 201-500 | Exact match | 53 contacts → |
“Lev is officially part of Cognizant's CX/CRM practice!” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | Fountain Forwardfountainforward.com HQ: Houston, TX, United StatesReported employees: 51-200 | Houston, TX, United States | 51-200 | Exact match | 52 contacts → |
“Fountain Forward succeeds by putting relationships first; with our clients, within our team, and within the community.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | Cloudcache Consultingcloudcacheconsulting.com HQ: Dover, DE, United StatesReported employees: 11-50 | Dover, DE, United States | 11-50 | Exact match | 49 contacts → |
“CloudCache Consulting is a Consulting Partner of CRMs, including Salesforce, HubSpot, Monday.com, and Pipedrive.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | Elliott, Robinson & Company, LLPercpa.com HQ: Springfield, MO, United StatesReported employees: 11-50 | Springfield, MO, United States | 11-50 | Exact match | 48 contacts → |
“Our mission is to be our clients most trusted business advisor.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | The Stemthestem.com HQ: Larchmont, NY, United StatesReported employees: 51-200 | Larchmont, NY, United States | 51-200 | Exact match | 48 contacts → |
“Nearly all Life Sciences companies are in the midst of "customer engagement transformations" aimed at re-wiring how they operate to respond to a changing environment.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | Christy White, INCchristywhite.com HQ: San Diego, United StatesReported employees: 51-200 | San Diego, United States | 51-200 | Exact match | 46 contacts → |
“Mission: Christy White Associates’ promise to our clients is a worthwhile business relationship with responsive, trustworthy advisors and timely delivery of quality assurance…” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | COGNYcogny.co HQ: Orlando, FL, United StatesReported employees: 51-200 | Orlando, FL, United States | 51-200 | Exact match | 45 contacts → |
“After working with clients in the Sports & Entertainment industry for almost a decade, our company evolved from being a Salesforce consulting company to industry specialists…” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 1,106 company matches
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Client relationship management companies for consultancies: dataset insights
September 27, 2026These summaries describe recorded coverage in this saved dataset. This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Reported company sizes
1,106 records in the displayed employee bands.
0 matching records are outside the displayed bands or do not have a displayed size. Bars show shares of the displayed bands.
Email recency for this list is measured worldwide rather than for United States, so it is reported there. Company counts and contact totals on this page are exact for United States, over 1,106 companies.
How this company list was built
Describe a niche in your own words: companies installing commercial solar, or manufacturers of sustainable packaging. RevenueBase SmartSearch finds companies whose compiled business descriptions match by meaning. This list is one saved example to adapt.
Where the company descriptions come from
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
RevenueBase SmartSearch matching settings
- Exact
- Closest fits to the business described.
- Similar
- Similar businesses with a wider range of fits.
- Related
- Related businesses in and around the category.
- Broad
- A broader set of businesses connected to the description.
RevenueBase SmartSearch · Exact match identifies inclusion in this search's closest semantic matching setting. It is not a per-company confidence score, a literal keyword match, or a quality endorsement.
Selection, ordering and scope
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Recorded company descriptions support research; check company websites for current services. The selected preview is ordered by tracked contacts and is not a list of the best service providers.
Snapshot: September 27, 2026.
RevenueBase is a B2B data infrastructure company. Its September 3, 2026 published methodology describes a graph of 60 million companies and 398.9 million professional contacts; these platform figures differ from this page's totals. Published methodology ↗
Client relationship management companies for consultancies by metro
Questions about this company list
What does Exact match mean for client relationship management companies for consultancies?
The separate RevenueBase SmartSearch column identifies inclusion at the closest semantic matching preset. It is not a literal keyword match, a per-company confidence score or a quality endorsement. Changing the search form opens a new search in RevenueBase; it does not reclassify these saved rows.
How many client relationship management companies for consultancies did RevenueBase find based in the United States?
The saved snapshot records 1,106 matching company records, 9,354 tracked contacts and 2,696 verified emails. The public preview displays 25 selected records.
Where do the company descriptions come from?
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
How are the public companies ordered?
The selected public records are ordered by contacts tracked in RevenueBase, highest first. Contact coverage is a prospecting measure, not an assessment of the company's services or quality.
How can I get contact information?
Select a company's contact count to open its filtered contacts in RevenueBase. Free signup is required and includes 500 credits and limited free results. Verified emails, direct dials and mobile numbers depend on available coverage.
How current is this list?
Snapshot: September 27, 2026. Review each company's website for current services and locations. A recorded business description does not establish that every company offers every service named in the search.
What do headquarters and employee bands mean?
These are recorded company-level fields, rather than a map of every branch or a count of specialists. Missing headquarters or employee bands are labeled; older records may show a location separately from recorded headquarters.
Build your next target company list
Adapt this niche search and work with available contacts in RevenueBase.
Related lists
Client relationship management companies for consultancies by geography
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Cite this list
RevenueBase Data Team. Top 25 client relationship management companies for consultancies based in the United States. Snapshot: September 27, 2026. https://revenuebase.ai/companies/client-relationship-management-companies-for-consultancies/united-states.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
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