Company lists · Data refreshed September 2026

Top 25 CRM and marketing automation consultants based in Boston, United States

Name: CRM and marketing automation consultants based in Boston, United States
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 27, 2026 92 companies tracked

RevenueBase identified 92 CRM and marketing automation consultants headquartered in Boston, United States as of September 2026 and tracks 3,249 professional contacts across them, including 1,707 with verified work emails. Across the United States, New York is the largest hub for this category (312 companies); Boston has 92.

This list covers CRM and marketing automation consultants headquartered in Boston, 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

92Companies

3,249Contacts tracked

1,707Verified emails

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The 25 largest CRM and marketing automation consultants based in Boston, United States

Ranked by team size

Top 25 of 92 CRM and marketing automation consultants based in Boston, United States, ranked by team size, largest first. Data refreshed Sep 27, 2026. RevenueBase Smart Search rates how each company's information relates to CRM and marketing automation consultants: 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.
#	Company	RevenueBase Smart Search	Headquarters	Employees	Contacts
1	Klaviyo	Partial evidence	Boston, MA, United StatesHQ checked Sep 27, 2026	1,001-5,000	2,789 contacts →
	Partial evidence “Klaviyo (NYSE: KVYO) is the autonomous B2C CRM.” Source: RevenueBase Database · checked Sep 27, 2026
2	Revotas	Indirect evidence	Boston, MA, United StatesHQ checked Sep 27, 2026	11-50	51 contacts →
	Indirect evidence “Revotas is an insights-led customer experience platform trusted by over global consumer brands such as Miele, Beşiktaş, Little Caesars, Toyota, Elite World Hotels and more.” Source: RevenueBase Database · checked Sep 27, 2026
3	Customersai	Indirect evidence	Boston, MA, United StatesHQ checked Sep 27, 2026	11-50	40 contacts →
	Indirect evidence “CustomersAI works with brands across the DTC ecosystem, and we’re proud official partners of Klaviyo, Shopify, Meta, and Google.” Source: RevenueBase Database · checked Sep 27, 2026
4	Opfocus	Indirect evidence	Boston, MA, United StatesHQ checked Sep 27, 2026	11-50	27 contacts →
	Indirect evidence “OpFocus was started in 2006 with the goal of helping companies run their businesses better.” Source: RevenueBase Database · checked Sep 27, 2026
5	Lone Beacon	Partial evidence	Boston, MA, United StatesHQ checked Sep 27, 2026	11-50	18 contacts →
	Partial evidence “Lone Beacon is the only full-service sales and marketing organization in America dedicated to the Financial Advisory vertical and works within every phase of the customer journey…” Source: RevenueBase Database · checked Sep 27, 2026
6	Customer Portfolios	Partial evidence	Boston, MA, United StatesHQ checked Sep 27, 2026	11-50	14 contacts →
	Partial evidence “Customer Portfolios is a marketing technology leader that empowers its global clients to maximize the value of each customer.” Source: RevenueBase Database · checked Sep 27, 2026
7	Raina Solutions	Indirect evidence	Boston, MA, United StatesHQ checked Sep 27, 2026	51-200	14 contacts →
	Indirect evidence “Raina works with clients to identify business and technology needs and respond with customized solutions that significantly leverage investment and produces desired growth.” Source: RevenueBase Database · checked Sep 27, 2026
8	Seaport Consulting	Indirect evidence	Boston, MA, United StatesHQ checked Sep 27, 2026	1-10	12 contacts →
	Indirect evidence “At Seaport Consulting, our experience is that the right Salesforce solution starts with a global view of your business objectives, your process, and your people.” Source: RevenueBase Database · checked Sep 27, 2026
9	Rapid Cloud Partners	Indirect evidence	Boston, MA, United StatesHQ checked Sep 27, 2026	11-50	10 contacts →
	Indirect evidence “Rapid Cloud Partners has years of experience designing, implementing, and improving Oracle NetSuite and Salesforce systems for small to midsize businesses.” Source: RevenueBase Database · checked Sep 27, 2026
10	Mpire Solutions Hubspot Partner Agency	Partial evidence	Boston, MA, United StatesHQ checked Sep 27, 2026	11-50	9 contacts →
	Partial evidence “At Mpire Solutions, we specialize in leveraging HubSpot’s comprehensive suite to streamline your marketing, sales, and service processes.” Source: RevenueBase Database · checked Sep 27, 2026
11	Estarei	Partial evidence	Boston, MA, United StatesHQ checked Sep 27, 2026	1-10	9 contacts →
	Partial evidence “Welcome to Estarei, a Salesforce consultancy founded by a team of Salesforce alumni with a combined total of 30 years of unparalleled experience in Salesforce implementation…” Source: RevenueBase Database · checked Sep 27, 2026
12	Tinktanc	Partial evidence	Boston, United StatesHQ checked Sep 27, 2026	11-50	8 contacts →
	Partial evidence “At Tinktanc, we are dedicated to empowering businesses with innovative technology solutions and strategic marketing services.” Source: RevenueBase Database · checked Sep 27, 2026
13	Lets Create LLC	Indirect evidence	Boston, United StatesHQ checked Sep 27, 2026	11-50	8 contacts →
	Indirect evidence “Driving business success through the power of Salesforce and Data Science.” Source: RevenueBase Database · checked Sep 27, 2026
14	Demandbright	Indirect evidence	Boston, MA, United StatesHQ checked Sep 27, 2026	1-10	7 contacts →
	Indirect evidence “DEMANDBRIGHT is a modern growth accelerator for marketers.” Source: RevenueBase Database · checked Sep 27, 2026
15	Winalytics LLC	Indirect evidence	Boston, MA, United StatesHQ checked Sep 27, 2026	1-10	6 contacts →
	Indirect evidence “Buyer Personalization Drives Revenue Generate more qualified leads that close and upsell faster from each buyer or customer interaction.” Source: RevenueBase Database · checked Sep 27, 2026
16	Full Cortex	Partial evidence	Boston, MA, United StatesHQ checked Sep 27, 2026	11-50	5 contacts →
	Partial evidence “Our award-winning team of marketing and sales experts will work with you to develop a robust growth solution that is unique for your business.” Source: RevenueBase Database · checked Sep 27, 2026
17	Bridge Builder	Strong evidence	Boston, MA, United StatesHQ checked Sep 27, 2026	1-10	5 contacts →
	Strong evidence “At Bridge Builder, we specialize in helping organizations optimize their Salesforce and marketing automation ecosystems with a hands-on, strategic approach.” Source: RevenueBase Database · checked Sep 27, 2026
18	oyo.digital	Partial evidence	Boston, MA, United StatesHQ checked Sep 27, 2026	11-50	5 contacts →
	Partial evidence “OYO.Digital is committed to accelerating sustainable marketing and inclusive growth We help global leaders solve marketing and growth marketing challenges through our unique…” Source: RevenueBase Database · checked Sep 27, 2026
19	axiss.io	Indirect evidence	Boston, MA, United StatesHQ checked Sep 27, 2026	1-10	4 contacts →
	Indirect evidence “Our vision is to be the leading technology consulting firm that empowers businesses to achieve their full potential through innovative solutions and expert guidance.” Source: RevenueBase Database · checked Sep 27, 2026
20	Aeon Muse Product Marketing	Partial evidence	Boston, MA, United StatesHQ checked Sep 27, 2026	1-10	3 contacts →
	Partial evidence “We're a boutique consulting firm that covers all things Product Marketing and more.” Source: RevenueBase Database · checked Sep 27, 2026
21	Elevate Tech LLC	Indirect evidence	Boston, MA, United StatesHQ checked Sep 27, 2026	1-10	2 contacts →
	Indirect evidence “Elevate Tech Consulting Group specializes in empowering small to mid-market businesses optimize their operations through tailored technology strategies.” Source: RevenueBase Database · checked Sep 27, 2026
22	Coelho Technical Consulting, LLC	Indirect evidence	Boston, MA, United StatesHQ checked Sep 27, 2026	1-10	2 contacts →
	Indirect evidence “With over 15 years working on the Salesforce platform, our foundations are built on being honest with our clients to provide solutions that meet them where they are in their…” Source: RevenueBase Database · checked Sep 27, 2026
23	Conduit Innovation	Partial evidence	Boston, MA, United StatesHQ checked Sep 27, 2026	1-10	2 contacts →
	Partial evidence “Conduit Innovation takes a thorough systematic customer-centric approach to optimizing the cohesiveness of your Marketing, Sales and IT operations around the wants and needs of…” Source: RevenueBase Database · checked Sep 27, 2026
24	Boston Logic By Propertybase	Partial evidence	Boston, MA, United StatesHQ checked Sep 27, 2026	51-200	2 contacts →
	Partial evidence “Boston Logic provides software, online marketing, and design services to real estate companies looking to be the technology leaders in their marketplace.” Source: RevenueBase Database · checked Sep 27, 2026
25	Growth Steps	Partial evidence	Boston, MA, United StatesHQ checked Sep 27, 2026	1-10	2 contacts →
	Partial evidence “At Growth Steps, our forte lies in tailoring marketing strategies to the unique needs of local service-based companies.” Source: RevenueBase Database · checked Sep 27, 2026

RevenueBase Smart Search

RevenueBase Smart Search assesses information from a company’s LinkedIn profile, information supplied directly by the company, its website, and other publicly available sources. It uses that information to rate how closely the company relates to this list’s category: CRM and marketing automation consultants. Every row carries its rating and the description the rating was read from, so each one can be checked rather than taken on trust.

Strong evidence: The company's own public description of its business names CRM and marketing automation consultants.
Partial evidence: Its own public description names part of CRM and marketing automation consultants, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name CRM and marketing automation consultants. The match rests on the rest of the company's public profile rather than the one sentence quoted here, so this is the rating to check first.

RevenueBase Smart Search is how these lists are built: RevenueBase's data engine and AI assemble the companies that match a category defined in a user's own words, so a list can be about what companies actually do rather than about whichever industry code they were filed under.

Showing 25 of 92 CRM and marketing automation consultants based in Boston, United States

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CRM and marketing automation consultants based in Boston, United States at a glance

As of Sep 27, 2026

52.5%Verified-email coverage

35.3Average contacts per company

1-10Median size (employees)

Sep 27, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

1,001-5,000

10001+

Email recency for this list is measured across the whole United States list rather than for Boston, so it is reported there. Company counts and contact totals on this page are exact for Boston, over 92 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 CRM and marketing automation consultants, 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 Boston, United States whose own description of what they do matches “CRM and marketing automation consultants”. 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 CRM and marketing automation consultants), 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 CRM and marketing automation consultants, and records with no verified work email. Companies headquartered outside Boston 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, 1,707 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.

CRM and marketing automation consultants by metro in the United States

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 CRM and marketing automation consultants, 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 CRM and marketing automation consultants are there based in Boston, United States?

RevenueBase identified 92 CRM and marketing automation consultants headquartered in Boston, 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?

Klaviyo, headquartered in Boston, tops this list with the largest team on record.

Which city in the United States has the most CRM and marketing automation consultants?

New York leads the United States with 312 headquartered companies, followed by Chicago (182) and Austin (159). Boston has 92.

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 1,707 verified decision-maker contacts tracked across these 92 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.