Company lists · Data refreshed September 2026

Top 25 Client relationship management companies for consultancies based in the United States

RevenueBase identified 1,106 client relationship management companies for consultancies headquartered in 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 client relationship management companies for consultancies headquartered in the United States, matched on what each company actually does as described in its own words. Ranked by team size, largest first. Every row shows the company's own description, its RevenueBase Smart Search rating, and when it was last checked. Data refreshed September 27, 2026.

Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase Smart Search, 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.

How to read this list HQ checked on every row RevenueBase Smart Search rating on every row Refreshed Sep 27, 2026 86% judged on-target in blind review
1,106Companies
9,354Contacts tracked
2,696Verified emails
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The 25 largest client relationship management companies for consultancies based in the United States

Ranked by team size
Top 25 of 1,106 client relationship management companies for consultancies based in the United States, ranked by team size, largest first. Data refreshed Sep 27, 2026. RevenueBase Smart Search rates how each company's information relates to client relationship management companies for consultancies: strong evidence (its own description names it), partial (names part of it), indirect (matched on the rest of its profile rather than the description shown). Click a contact count to view that company's people.
#CompanyRevenueBase Smart SearchHeadquartersEmployeesContacts
1Partial evidenceSalt Lake City, UT, United StatesHQ checked Sep 27, 2026501-1,000374 contacts →

Partial evidence

“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…”

Source: RevenueBase Database · checked Sep 27, 2026
2Strong evidenceSouth Jordan, UT, United StatesHQ checked Sep 27, 2026201-500290 contacts →

Strong evidence

“Canopy is the all-in-one practice management platform built to help accounting firms simplify operations, delight clients, and drive firm-wide growth.”

Source: RevenueBase Database · checked Sep 27, 2026
3Partial evidenceSan Francisco, CA, United StatesHQ checked Sep 27, 2026201-500289 contacts →

Partial evidence

“Deals are won through relationships-but most CRMs weren't built to track them.”

Source: RevenueBase Database · checked Sep 27, 2026
4Indirect evidenceSan Diego, CA, United StatesHQ checked Sep 27, 2026201-500183 contacts →

Indirect evidence

“Affinity Development Group is a full-service consulting, marketing, operations and technology company located in San Diego, Calif.”

Source: RevenueBase Database · checked Sep 27, 2026
5Partial evidenceChandler, AZ, United StatesHQ checked Sep 27, 2026201-500173 contacts →

Partial evidence

“At MST Solutions our cornerstone is to adapt, engage and create solutions which guarantee the success of our clients.”

Source: RevenueBase Database · checked Sep 27, 2026
6Indirect evidenceScottsdale, AZ, United StatesHQ checked Sep 27, 202651-200166 contacts →

Indirect evidence

“We're with you every step of the way.”

Source: RevenueBase Database · checked Sep 27, 2026
7Partial evidenceAtlanta, GA, United StatesHQ checked Sep 27, 202651-200147 contacts →

Partial evidence

“We are a management and technology consulting firm whose job is to get you where you're going.”

Source: RevenueBase Database · checked Sep 27, 2026
8Indirect evidenceUnited StatesHQ checked Sep 27, 202651-200126 contacts →

Indirect evidence

“Wealthbox is CRM you’ll actually enjoy.”

Source: RevenueBase Database · checked Sep 27, 2026
9Indirect evidenceAtlanta, GA, United StatesHQ checked Sep 27, 202651-200126 contacts →

Indirect evidence

“Founded in 2003, SPAR Solutions is a global consulting firm partnering with SMB to Fortune 5 companies.”

Source: RevenueBase Database · checked Sep 27, 2026
10Partial evidenceKing Of Prussia, PA, United StatesHQ checked Sep 27, 202651-200118 contacts →

Partial evidence

“At Eigen X, we are passionate about enabling our client’s data-driven transformations and deploying cutting-edge technology solutions.”

Source: RevenueBase Database · checked Sep 27, 2026
11Indirect evidenceCharlestown, MA, United StatesHQ checked Sep 27, 202651-200114 contacts →

Indirect evidence

“Paramantra builds enterprise software.”

Source: RevenueBase Database · checked Sep 27, 2026
12Indirect evidencePortland, OR, United StatesHQ checked Sep 27, 2026201-50094 contacts →

Indirect evidence

“We exist to remove the ceiling.”

Source: RevenueBase Database · checked Sep 27, 2026
13Indirect evidenceAtlanta, GA, United StatesHQ checked Sep 27, 202651-20088 contacts →

Indirect evidence

“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…”

Source: RevenueBase Database · checked Sep 27, 2026
14Strong evidenceMesa, AZ, United StatesHQ checked Sep 27, 202651-20083 contacts →

Strong evidence

“Client Focus provides high-quality client relationship management services to insurance agencies.”

Source: RevenueBase Database · checked Sep 27, 2026
15Partial evidenceChicago, IL, United StatesHQ checked Sep 27, 202651-20081 contacts →

Partial evidence

“Practifi is the only intelligent CRM built specifically for wealth management firms.”

Source: RevenueBase Database · checked Sep 27, 2026
16Indirect evidenceCampbell, CA, United StatesHQ checked Sep 27, 202651-20080 contacts →

Indirect evidence

“Arcsona is a CRM implementation firm powered by people with spark.”

Source: RevenueBase Database · checked Sep 27, 2026
17Indirect evidenceSacramento, CA, United StatesHQ checked Sep 27, 202651-20058 contacts →

Indirect evidence

“Redtail Technology, Inc.”

Source: RevenueBase Database · checked Sep 27, 2026
18Indirect evidenceGarden City, ID, United StatesHQ checked Sep 27, 202651-20053 contacts →

Indirect evidence

“White Cup CRM + BI makes it easy for your entire customer-facing team to prioritize outreach and collaborate to increase revenue.”

Source: RevenueBase Database · checked Sep 27, 2026
19Indirect evidenceIndianapolis, IN, United StatesHQ checked Sep 27, 2026201-50053 contacts →

Indirect evidence

“Lev is officially part of Cognizant's CX/CRM practice!”

Source: RevenueBase Database · checked Sep 27, 2026
20Strong evidenceHouston, TX, United StatesHQ checked Sep 27, 202651-20052 contacts →

Strong evidence

“Fountain Forward succeeds by putting relationships first; with our clients, within our team, and within the community.”

Source: RevenueBase Database · checked Sep 27, 2026
21Indirect evidenceDover, DE, United StatesHQ checked Sep 27, 202611-5049 contacts →

Indirect evidence

“CloudCache Consulting is a Consulting Partner of CRMs, including Salesforce, HubSpot, Monday.com, and Pipedrive.”

Source: RevenueBase Database · checked Sep 27, 2026
22Partial evidenceSpringfield, MO, United StatesHQ checked Sep 27, 202611-5048 contacts →

Partial evidence

“Our mission is to be our clients most trusted business advisor.”

Source: RevenueBase Database · checked Sep 27, 2026
23Indirect evidenceLarchmont, NY, United StatesHQ checked Sep 27, 202651-20048 contacts →

Indirect evidence

“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.”

Source: RevenueBase Database · checked Sep 27, 2026
24Strong evidenceSan Diego, United StatesHQ checked Sep 27, 202651-20046 contacts →

Strong evidence

“Mission: Christy White Associates’ promise to our clients is a worthwhile business relationship with responsive, trustworthy advisors and timely delivery of quality assurance…”

Source: RevenueBase Database · checked Sep 27, 2026
25Partial evidenceOrlando, FL, United StatesHQ checked Sep 27, 202651-20045 contacts →

Partial evidence

“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…”

Source: RevenueBase Database · checked Sep 27, 2026

Showing 25 of 1,106 client relationship management companies for consultancies based in the United States

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Client relationship management companies for consultancies based in the United States at a glance

As of Sep 27, 2026
28.8%Verified-email coverage
8.5Average contacts per company
1-10Median size (employees)
3.8%Largest-city concentration · New York
Sep 27, 2026Page data refreshed

Companies by employee count

1-10
769
11-50
267
51-200
54
201-500
11
501-1,000
3
1,001-5,000
2

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

Company categories are rarely black and white. RevenueBase reads each company's own description of its business to decide whether it belongs among client relationship management companies for consultancies, so some rows will be adjacent to the category rather than pure plays. The description and RevenueBase Smart Search rating on every row are there so you can check each match yourself.

Source
The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase Smart Search, the natural-language company search available to every RevenueBase user.
What qualifies
Companies headquartered in the United States whose own description of what they do matches “client relationship management companies for consultancies”. Matching reads each company's description, not its industry code or its name.
RevenueBase Smart Search
RevenueBase Smart Search is how this list is assembled and how each row is rated. RevenueBase's data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to a category defined in a user's own words. Each row is rated strong evidence (its own description names client relationship management companies for consultancies), partial evidence (it names part of the category) or indirect evidence (the description shown names none of it and the match rests on the rest of the company's profile). The description supporting each rating is quoted on the row.
What we exclude
Companies whose own description does not clearly place them among client relationship management companies for consultancies, and records with no verified work email. Companies headquartered outside United States are excluded even when they keep an office there.
Match quality
In blind human judging of this matching method, 86% of matched companies were on target. Expect roughly 1 in 7 rows to be adjacent to the category rather than a pure play. Every row shows the company's own description and its RevenueBase Smart Search rating so you can judge each match yourself. Read the full methodology: how the lists are built, how the judging worked, and what the figure means.
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 listed company carries at least one verified work email, 2,696 across the full list. 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.
Corrections
Wrong category, wrong headquarters, or a company that has closed? Use “Report an issue” on any row. Reports go to the RevenueBase Data Team and feed back into the company graph.

Frequently asked

What is RevenueBase Smart Search?

RevenueBase Smart Search is how RevenueBase decides which companies belong on this list and how strongly each one fits. Its data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to the category the list is about. Each row is rated strong evidence when the company's own description names client relationship management companies for consultancies, partial evidence when it names part of the category, and indirect evidence when the description shown names none of it and the match rests on the rest of the company's profile.

How many client relationship management companies for consultancies are there based in the United States?

RevenueBase identified 1,106 client relationship management companies for consultancies headquartered in the United States as of September 2026, matched on each company's own description of what it does rather than its industry code.

What is the largest company on this list?

Simplus, headquartered in Salt Lake City, tops this list with the largest team on record.

Which city has the most client relationship management companies for consultancies?

New York leads with 42 headquartered companies, 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 the top results, verified emails and direct dials included. Upgrading unlocks all 2,696 verified decision-maker contacts tracked across these 1,106 companies.

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.

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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 Smart Search, 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.