Company lists · Data refreshed September 2026

Top 25 CRM workflow automation consultants based in the United States

Name: CRM workflow automation consultants based in the United States
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 27, 2026 3,504 companies tracked

RevenueBase identified 3,504 company matches for CRM workflow automation consultants associated with the United States as of September 2026 and tracks 127,118 professional contacts across them, including 75,068 with verified work emails. New York is the largest hub.

This list covers company matches for CRM workflow automation consultants 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.

How to read this list RevenueBase SmartSearch · Exact Recorded Sep 27, 2026 How this list was built

3,504Companies

127,118Contacts tracked

75,068Verified emails

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The 25 largest CRM workflow automation consultants based in the United States

Ranked by team size

Top 25 of 3,504 company matches for CRM workflow automation consultants based in the United States, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Sep 27, 2026. The RevenueBase SmartSearch column shows Exact match membership in this saved search. Click a contact count to view that company's people. Totals use company locations recorded by RevenueBase; the displayed preview is a smaller selection.
#	Company	RevenueBase SmartSearch	Headquarters	Employees	Contacts
1	Salesforce	Exact match	San Francisco, CA, United StatesHQ recorded Sep 27, 2026	10001+	86,470 contacts →
	Exact match “We're the #1 AI CRM-where humans with agents drive customer success together with AI, data, and Customer 360 apps on one platform.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
2	Klaviyo	Exact match	Boston, MA, United StatesHQ recorded Sep 27, 2026	1,001-5,000	2,789 contacts →
	Exact match “Klaviyo (NYSE: KVYO) is the autonomous B2C CRM.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
3	Grazitti Interactive	Exact match	Mountain View, CA, United StatesHQ recorded Sep 27, 2026	1,001-5,000	1,506 contacts →
	Exact match “Grazitti Interactive is a digital innovation leader with offices in India, USA, Australia, and Singapore.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
4	Creatio	Exact match	Boston, MA, United StatesHQ recorded Sep 27, 2026	501-1,000	939 contacts →
	Exact match “AI CRM and workflow platform where people and AI agents work together, with no limits on users, agents, or scale.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
5	360 Degree Cloud	Exact match	Los Angeles, CA, United StatesHQ recorded Sep 27, 2026	501-1,000	842 contacts →
	Exact match “At 360 Degree Cloud, our mission is to help businesses unlock the true power of Salesforce, transforming the way they operate, innovate, and grow.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
6	Xtglobal, INC	Exact match	Plano, TX, United StatesHQ recorded Sep 27, 2026	501-1,000	841 contacts →
	Exact match “Founded in 1998, XTGlobal, Inc.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
7	NET At Work	Exact match	New York, NY, United StatesHQ recorded Sep 27, 2026	201-500	679 contacts →
	Exact match “At Net at Work, we help organizations unleash the power of their business performance.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
8	Absyz INC	Exact match	Wixom, MI, United StatesHQ recorded Sep 27, 2026	201-500	492 contacts →
	Exact match “ABSYZ Software Consulting Pvt Ltd is a majority-owned subsidiary of Youngsoft Inc, Michigan.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
9	Dynatech Systems	Exact match	North Brunswick, NJ, United StatesHQ recorded Sep 27, 2026	501-1,000	478 contacts →
	Exact match “DynaTech is an AI-first IT consulting and Microsoft AI Cloud partner in the USA (United States), empowering organizations to reimagine how they operate, scale, & compete in a…” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
10	VRP Consulting	Exact match	San Francisco, CA, United StatesHQ recorded Sep 27, 2026	501-1,000	448 contacts →
	Exact match “Achieve your Salesforce® ambitions Do what you do better.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
11	Velosio	Exact match	Atlanta, GA, United StatesHQ recorded Sep 27, 2026	501-1,000	430 contacts →
	Exact match “Velosio is a leading Microsoft partner delivering business transformation through Microsoft Dynamics 365, Power Platform, Azure, and the broader Microsoft Cloud.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
12	Palni INC	Exact match	Schaumburg, IL, United StatesHQ recorded Sep 27, 2026	1,001-5,000	393 contacts →
	Exact match “We are technocrats constantly solving complex problems and enabling clients to rapidly progress their business.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
13	Crmit Solutions	Exact match	Milpitas, CA, United StatesHQ recorded Sep 27, 2026	201-500	380 contacts →
	Exact match “CRMIT Solutions is a leading CRM Solutions Provider specializing in AI-led digital transformation and decision transformation solutions, all powered by Customer360++(a proprietary…” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
14	Simplus	Exact match	Salt Lake City, UT, United StatesHQ recorded Sep 27, 2026	501-1,000	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
15	Isteer	Exact match	Plano, TX, United StatesHQ recorded Sep 27, 2026	201-500	315 contacts →
	Exact match “Leading the revolution in business solutions!” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
16	Girikon	Exact match	Phoenix, AZ, United StatesHQ recorded Sep 27, 2026	201-500	300 contacts →
	Exact match “Girikon is an IT consulting & development company, based out of Phoenix, Arizona with offices in Melbourne, Australia & development centres in Noida, India.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
17	Caelius Consulting	Exact match	Frisco, TX, United StatesHQ recorded Sep 27, 2026	501-1,000	282 contacts →
	Exact match “Redefining Business Transformation with Cutting-Edge Technologies At Caelius Consulting, we empower businesses worldwide to thrive in an ever-evolving digital landscape.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
18	Trootech	Exact match	Albany, NY, United StatesHQ recorded Sep 27, 2026	201-500	252 contacts →
	Exact match “At TRooTech, we engineer intelligent, future-ready business solutions that combine the power of AI, CRM, and custom software development.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
19	Cargas Systems	Exact match	Lancaster, PA, United StatesHQ recorded Sep 27, 2026	51-200	232 contacts →
	Exact match “Cargas is an employee-owned software company offering ERP and CRM software from Acumatica, Microsoft, Sage, Salesforce, and HubSpot, as well as custom-developed solutions.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
20	Mosaic Consulting Group	Exact match	Nashville, TN, United StatesHQ recorded Sep 27, 2026	201-500	221 contacts →
	Exact match “Mosaic Consulting Group brings together deep expertise, proven best practices, and hands-on experience from hundreds of client engagements to help organizations transform how they…” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
21	Cloudgaia	Exact match	Denver, CO, United StatesHQ recorded Sep 27, 2026	201-500	215 contacts →
	Exact match “We are a global consulting partner and 100% Salesforce Summit Partner with more than 15 years of experience.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
22	Thunder	Exact match	San Francisco, CA, United StatesHQ recorded Sep 27, 2026	51-200	202 contacts →
	Exact match “Get Salesforce and Amazon Connect right.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
23	Bitrix24	Exact match	Alexandria, VA, United StatesHQ recorded Sep 27, 2026	501-1,000	198 contacts →
	Exact match “Your all-in-one workspace for growth.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
24	Leandata	Exact match	Santa Clara, CA, United StatesHQ recorded Sep 27, 2026	51-200	194 contacts →
	Exact match “Help your teams align to your customer’s journey by uniting your CRM data, signals, and tools from the first buying signal to closed-won and beyond.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
25	Cloudq	Exact match	Alpharetta, GA, United StatesHQ recorded Sep 27, 2026	51-200	193 contacts →
	Exact match “CloudQ is a forward-thinking technology company specializing in AI-driven solutions for Salesforce and Zoho platforms.” 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 “CRM workflow automation consultants”. 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 3,504 CRM workflow automation consultants based in the United States

See the full list, filter by size, metro and specialty, and access 75,068 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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CRM workflow automation consultants based in the United States at a glance

As of Sep 27, 2026

59.1%Verified-email coverage

36.3Average contacts per company

1-10Median size (employees)

4.1%Largest-city concentration · New York

Sep 27, 2026Page data refreshed

Companies by employee count

1-10

2,387

11-50

810

51-200

240

201-500

501-1,000

1,001-5,000

10001+

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 3,504 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 “CRM workflow automation consultants” 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 75,068 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.

CRM workflow automation consultants 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 “CRM workflow automation consultants”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many CRM workflow automation consultants are there based in the United States?

RevenueBase identified 3,504 company matches for CRM workflow automation consultants 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?

Salesforce tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.

Which city has the most CRM workflow automation consultants?

New York leads with 143 company records, followed by San Francisco (73) and Austin (69).

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 75,068 professional contacts with verified work emails tracked across these 3,504 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.

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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 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.