Company lists · Data refreshed September 2026

Top 21 CRM workflow automation consultants based in New York, United States

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

Compiled by the RevenueBase Data Team Data refreshed Sep 27, 2026 132 companies tracked

RevenueBase identified 132 company matches for CRM workflow automation consultants associated with New York, United States as of September 2026 and tracks 1,829 professional contacts across them, including 816 with verified work emails. Across the United States, New York is the largest hub for this category.

This list covers company matches for CRM workflow automation consultants associated with New York, 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

132Companies

1,829Contacts tracked

816Verified emails

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The 21 largest CRM workflow automation consultants based in New York, United States

Ranked by team size

Top 21 of 132 company matches for CRM workflow automation consultants based in New York, 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	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
2	Bryant Park Consulting	Exact match	New York, NY, United StatesHQ recorded Sep 27, 2026	201-500	191 contacts →
	Exact match “We champion a culture of innovation to help our clients build the future of business.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
3	Asperii	Exact match	New York, NY, United StatesHQ recorded Sep 27, 2026	51-200	57 contacts →
	Exact match “Asperii is a Global Salesforce Consulting Partner, specializing in service Cloud and Resource Scheduling for Field Service and Workforce management.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
4	Tech Implement	Exact match	New York, NY, United StatesHQ recorded Sep 27, 2026	11-50	50 contacts →
	Exact match “Tech Implement is a team of CRM and ERP experts having 16 years of client service.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
5	Cleargoals	Exact match	New York, NY, United StatesHQ recorded Sep 27, 2026	51-200	36 contacts →
	Exact match “CLEARGOALS is an Enterprise Marketing Technology Consultancy that was established in 2008.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
6	Skydog OPS	Exact match	New York, NY, United StatesHQ recorded Sep 27, 2026	11-50	27 contacts →
	Exact match “Skydog Ops, a 2025 Inc.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
7	The Penguin Group	Exact match	New York, NY, United StatesHQ recorded Sep 27, 2026	11-50	24 contacts →
	Exact match “Forget advice.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
8	Zimmic	Exact match	New York, NY, United StatesHQ recorded Sep 27, 2026	11-50	23 contacts →
	Exact match “Zimmic is a 100% human-based Salesforce family.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
9	Onepagecrm	Exact match	New York, NY, United StatesHQ recorded Sep 27, 2026	11-50	22 contacts →
	Exact match “OnePageCRM is an ultra-simple yet powerful CRM system built for small businesses in the consulting and professional services industry.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
10	Knowcloudai	Exact match	New York, NY, United StatesHQ recorded Sep 27, 2026	11-50	21 contacts →
	Exact match “Thrive in the new era of artificial intelligence with KnowCloudAI, your all-inclusive Salesforce partner.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
11	Ergonized	Exact match	New York, NY, United StatesHQ recorded Sep 27, 2026	51-200	19 contacts →
	Exact match “At Ergonized, we specialize in creating tailored CRM solutions and web portals that empower businesses to thrive.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
12	Baobab Partners	Exact match	New York, NY, United StatesHQ recorded Sep 27, 2026	11-50	17 contacts →
	Exact match “Baobab Partners are a Certified Salesforce administration and configuration consultancy keen to help your businesses get the very best out of your Salesforce environment.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
13	Dreamhub	Exact match	New York, NY, United StatesHQ recorded Sep 27, 2026	11-50	16 contacts →
	Exact match “Dreamhub is an AI-native CRM built for B2B SaaS.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
14	Switchboard	Exact match	New York, NY, United StatesHQ recorded Sep 27, 2026	11-50	12 contacts →
	Exact match “Most companies run on duct-taped SaaS, spreadsheets that can't be killed, and workflows that live in a handful of people's heads.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
15	Segwik Customer Journey Automation Platform	Exact match	New York, United StatesHQ recorded Sep 27, 2026	11-50	12 contacts →
	Exact match “Segwik helps business achieve the turnkey process management and growth that they are seeking by automating their entire customer journey from marketing to customer loyalty and…” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
16	Pickaxe Foundry	Exact match	New York, NY, United StatesHQ recorded Sep 27, 2026	11-50	10 contacts →
	Exact match “From strategy to execution, we help clients solve their most difficult challenges, deliver best-in-class data warehouses, analytics and automation, launch amazing new products…” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
17	Legion AI	Exact match	New York, United StatesHQ recorded Sep 27, 2026	1-10	10 contacts →
	Exact match “Legion AI emboldens business owners to build profound ads, convert leads on autopilot, and drive growth using data.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
18	Torkehub	Exact match	New York, NY, United StatesHQ recorded Sep 27, 2026	51-200	9 contacts →
	Exact match “Transform Your Business with TorkeHub: AI-Powered CRM & Automation Solutions Unlock the full potential of your business with TorkeHub, a cutting-edge platform designed to simplify…” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
19	Salescraft	Exact match	New York, NY, United StatesHQ recorded Sep 27, 2026	1-10	7 contacts →
	Exact match “Ready to transform your Salesforce platform into a powerhouse for building lasting customer relationships?” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
20	Fast Track Digital	Exact match	New York, NY, United StatesHQ recorded Sep 27, 2026	1-10	6 contacts →
	Exact match “We're on a mission to help organizations like yours unleash the true potential of Salesforce.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
21	Epsom Global	Exact match	New York, NY, United StatesHQ recorded Sep 27, 2026	11-50	6 contacts →
	Exact match “At Epsom, we are focused on bridging the gap between technology and business operations in the execution of marketing technology solutions.” 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 21 of 132 CRM workflow automation consultants based in New York, United States

See the full list, filter by size, metro and specialty, and access 816 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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CRM workflow automation consultants based in New York, United States at a glance

As of Sep 27, 2026

44.6%Verified-email coverage

13.9Average contacts per company

1-10Median size (employees)

Sep 27, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

201-500

Email recency for this list is measured across the whole United States list rather than for New York, so it is reported there. Company counts and contact totals on this page are exact for New York, over 132 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 New York, 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 816 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 in the United States

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 New York, United States?

RevenueBase identified 132 company matches for CRM workflow automation consultants associated with New York, 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?

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

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

New York leads the United States 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 816 professional contacts with verified work emails tracked across these 132 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.