Company lists · Data refreshed September 2026
Top 11 CRM customization firms based in San Francisco, United States
RevenueBase identified 34 CRM customization firms headquartered in San Francisco, United States as of September 2026 and tracks 702 professional contacts across them, including 236 with verified work emails. Across the United States, New York is the largest hub for this category (54 companies); San Francisco has 34.
This list covers CRM customization firms headquartered in San Francisco, 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.
The 11 largest CRM customization firms based in San Francisco, United States
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 448 contacts → | ||||
Indirect evidence “Achieve your Salesforce® ambitions Do what you do better.” Source: RevenueBase Database · checked Sep 27, 2026Thanks. The Data Team will review it. | |||||
| 2 | 67 contacts → | ||||
Partial evidence “Insightly, the new breed of CRM, helps modern businesses of all sizes build lifelong customer relationships and grow faster than ever before.” Source: RevenueBase Database · checked Sep 27, 2026Thanks. The Data Team will review it. | |||||
| 3 | 45 contacts → | ||||
Indirect evidence “Your business has many moving parts.” Source: RevenueBase Database · checked Sep 27, 2026Thanks. The Data Team will review it. | |||||
| 4 | 27 contacts → | ||||
Indirect evidence “Business survival today is dependent upon instant delivery of targeted information to all facets of the organization.” Source: RevenueBase Database · checked Sep 27, 2026Thanks. The Data Team will review it. | |||||
| 5 | 20 contacts → | ||||
Indirect evidence “At xTag Services Private Limited, we specialise in delivering cutting-edge Salesforce solutions for organisations across industries worldwide.” Source: RevenueBase Database · checked Sep 27, 2026Thanks. The Data Team will review it. | |||||
| 6 | 7 contacts → | ||||
Indirect evidence “Qhom Technologies is a Software Development Consulting company specializing in Software Integration.” Source: RevenueBase Database · checked Sep 27, 2026Thanks. The Data Team will review it. | |||||
| 7 | 4 contacts → | ||||
Partial evidence “X2Engine launched in 2011, and we are now one of the fastest-growing CRM companies, with more than deployments worldwide.” Source: RevenueBase Database · checked Sep 27, 2026Thanks. The Data Team will review it. | |||||
| 8 | 4 contacts → | ||||
Partial evidence “Keneland is a boutique Salesforce consulting firm that delivers expert CRM solutions without the big-agency overhead or red tape.” Source: RevenueBase Database · checked Sep 27, 2026Thanks. The Data Team will review it. | |||||
| 9 | 3 contacts → | ||||
Partial evidence “As Accounting, CRM & ERP Systems Implementation Consultants we take great pride in saying we are the true experts in Mid-market Accounting, CRM and ERP systems.” Source: RevenueBase Database · checked Sep 27, 2026Thanks. The Data Team will review it. | |||||
| 10 | 2 contacts → | ||||
Indirect evidence “Cumulus Vision provides custom Salesforce implementation, development, and on-going support services.” Source: RevenueBase Database · checked Sep 27, 2026Thanks. The Data Team will review it. | |||||
| 11 | 1 contacts → | ||||
Partial evidence “Productivity Advisors, a San Francisco-based consulting firm, helps growth companies plan and scale their use of CRM technologies Recent Salesforce projects have involved: o Lead…” Source: RevenueBase Database · checked Sep 27, 2026Thanks. The Data Team will review it. | |||||
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 customization firms. 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 customization firms.
- Partial evidence
- Its own public description names part of CRM customization firms, so it works in or next to the category without describing itself that way.
- Indirect evidence
- The description shown does not name CRM customization firms. 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 11 of 34 CRM customization firms based in San Francisco, United States
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CRM customization firms based in San Francisco, United States at a glance
As of Sep 27, 2026Companies by employee count
Email recency for this list is measured across the whole United States list rather than for San Francisco, so it is reported there. Company counts and contact totals on this page are exact for San Francisco, over 34 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 customization firms, 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 San Francisco, United States whose own description of what they do matches “CRM customization firms”. 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 customization firms), 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 customization firms, and records with no verified work email. Companies headquartered outside San Francisco 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, 236 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 customization firms 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 customization firms, 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 customization firms are there based in San Francisco, United States?
RevenueBase identified 34 CRM customization firms headquartered in San Francisco, 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?
VRP Consulting, headquartered in San Francisco, tops this list with the largest team on record.
Which city in the United States has the most CRM customization firms?
New York leads the United States with 54 headquartered companies, followed by Austin (34) and San Francisco (34).
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 236 verified decision-maker contacts tracked across these 34 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.
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