CRM Switch
CRM Switch is an independent, vendor-neutral CRM consulting firm that helps mid-market and enterprise B2B companies with CRM strategy, selection, project management, and change management advisory, charging $15K–$25K+ per engagement.
- Company typePrivate
- Founded2010
- HeadquartersSan Rafael, United States
- Headcount1–10
- GTM typeB2B
- OfferingServices
What CRM Switch does
CRM Switch is an independent, vendor-neutral CRM consulting firm founded in 2010 and headquartered in San Rafael, California. The firm helps mid-market and enterprise B2B companies (typically those with at least 150 employees) navigate CRM planning, strategy, selection, and implementation oversight. Its core service portfolio spans CRM Strategy & Selection, CRM Project Management, CRM Change Management, and CRM Coaching, supplemented by a separate Content Marketing practice operated under the Helpful SEOs sub-brand. The firm does not sell CRM software, accept vendor commissions, or perform hands-on implementations, which it positions as a structural neutrality advantage relative to vendor-affiliated systems integrators.
Engagements are scoped and quoted individually, typically starting at approximately $15,000 and ranging up to $25,000 or more, with most projects running 8–12 weeks. CRM Switch maintains no proprietary technology platform; its technical footprint consists of a public website, a top-10-ranked CRM blog, a five-star-rated podcast (CRM Talk), and a suite of free interactive tools — including the CRM Readiness Calculator, CRM Cost Calculator, a 60+ vendor directory, the CRM Buyer's Cheat Sheet, and an AI FAQ tool that aggregates responses from multiple third-party generative assistants — used primarily for content-led inbound demand generation. The firm sells exclusively through direct, sales-led discovery calls, with a free 30-minute working session serving as the primary lead-conversion mechanism, and references a diverse client base spanning manufacturing, distribution, software/technology, financial services, healthcare, energy, government, and construction.
CRM Switch firmographics
Firmographics- Name
- CRM Switch
- Legal name
- CRM Switch
- Website
- https://crmswitch.com
- Company type
- Private
- Founded year
- 2010
- Operating status
- Operating
- Headcount range
- 1–10 employees
- Short description
- CRM Switch is an independent, vendor-neutral CRM consulting firm that helps mid-market and enterprise B2B companies with CRM strategy, selection, project management, and change management advisory, charging $15K–$25K+ per engagement.
- Ownership category
- akta.pro rank
CRM Switch industry classification
Industry- Product category
- CRM Consulting Services
- NAICS
- Management Consulting Services (54161), Marketing Consulting Services (541613)
- SIC
- Services-Management Consulting Services (8742)
- akta.pro primary industry
- CRM Strategy & Consulting (BPAFAFAA)
- akta.pro secondary industry
- CRM Implementation & Customization Services (BPAEAGAC)
Keywords
Where CRM Switch is headquartered
LocationHeadquarters
- HQ city
- San Rafael
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
CRM Switch business model
Business model- GTM type
- B2B
- Offering type
- Services
- Cost components
- Personnel, Marketing or Sales, Operations, Technology or R&D, Others
Revenue model
- CRM Consulting Engagements: CRM Switch generates revenue from fee-based consulting engagements for CRM planning, strategy, and selection. Engagements typically start at approximately $15,000 and range up to $25,000 or more, varying based on scope, discovery interview volume, system complexity, and depth of analysis required. The firm does not sell CRM software, accept commissions from vendors, or perform implementations — its revenue is derived solely from professional advisory services.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Other | Multi-year contract | Standard Consulting Engagement |
Go-to-market motion1 record
Distribution channels1 record
Marketing channels8 records
CRM Switch product offering
Product offeringCore offering
CRM Switch is an independent, vendor-neutral consulting firm that helps mid-market and enterprise B2B companies plan, evaluate, and select customer relationship management (CRM) software. Engagements span CRM strategy and selection, project management oversight during implementation, organizational change management, and ongoing coaching. The firm also offers content marketing and SEO services. CRM Switch does not sell CRM software, accept vendor commissions, or perform hands-on technical implementation.
Product overview
CRM Switch is an independent, vendor-neutral CRM consulting firm that offers professional services for CRM planning, strategy, and selection. The company provides a portfolio of consulting services including CRM Strategy & Selection, CRM Project Management, CRM Change Management, and CRM Coaching, which work together to guide clients through the complete CRM initiative lifecycle from planning through implementation oversight. Additionally, the company offers Content Marketing Services for inbound marketing and SEO. Complementing the consulting services, CRM Switch provides a suite of free tools including the CRM Readiness Calculator, CRM Buyer's Cheat Sheet, CRM Cost Calculator, CRM Vendor Directory, CRM Requirements Example Document, and the Ultimate CRM Buyer's Guide—these resources are designed to help organizations prepare for and navigate their CRM selection process independently.
Differentiator
Problem solved
Functional benefit
Brands
- Helpful SEOs: A sub-brand focused on SEO (Search Engine Optimization) services, led by co-founder Steve Chipman. Provides content marketing strategy, campaign playbook development, content marketing management, SEO, and sales & marketing alignment services.
Products and services
- CRM Strategy & Selection Services Vendor-neutral consulting services that help companies define business goals, map processes, gather stakeholder and user requirements through interviews and workshops, evaluate CRM vendors, build a CRM scorecard and shortlist, run tailored vendor demonstrations using the client's own data, and select the best-fit CRM platform. Engagements typically run 8 to 12 weeks.
- CRM Project Management Services Advisory oversight during CRM implementation to ensure alignment with the original requirements, flag risks early, support governance, and act as an advocate for the client. CRM Switch does not perform hands-on technical implementation; the vendor or systems integrator handles that work.
- CRM Change Management Services Organizational change management services including readiness assessment, change agent cultivation, and adoption planning to drive user acceptance of new CRM systems across the client organization.
- CRM Coaching Services Ongoing coaching and advisory support for CRM project sponsors and project managers through scheduled check-ins, best practice recommendations, and solution brainstorming sessions.
- Content Marketing Services Inbound marketing and content marketing consulting including strategy development, campaign playbook creation, SEO optimization, and sales & marketing alignment services. Offered under the Helpful SEOs sub-brand led by co-founder Steve Chipman.
Quantifiable outcome
- Most projects run 8 to 12 weeks
- +1 more outcomes
Companies that use CRM Switch
Customer profileNamed customers17 records
Segments4 records
Ideal customer profiles3 records
CRM Switch technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
CRM Switch partnerships and signals
Strategic signalScale indicators2 records
Recent moves5 records
Expansion highlights3 records
CRM Switch competitors and assessment
Company assessmentDirect peers
- BrainSell: Independent CRM and ERP consulting and reseller firm that helps mid-market and enterprise B2B companies select and implement CRM platforms. Highly comparable to CRM Switch in its vendor-spanning (though not strictly neutral) advisory model serving similar B2B buyer personas.
- Simplement: CRM strategy and implementation consultancy that guides B2B companies through CRM selection and deployment. Comparable in target market (mid-market to enterprise B2B) and CRM-centric service mix, though Simplement also performs implementation work that CRM Switch declines.
- Affirma Consulting: Full-service technology and business consulting firm with a CRM practice serving enterprise and mid-market clients. Overlaps with CRM Switch in CRM advisory and CRM-related services, though Affirma's portfolio is broader (web, mobile, SharePoint).
- Velosio: Microsoft Dynamics 365 partner providing advisory, implementation, and managed services to mid-market and enterprise clients. Directly comparable in CRM selection/strategy scope, with deeper implementation capabilities and a Microsoft alignment.
- Socius: Microsoft Dynamics and CRM consulting partner serving mid-market and enterprise B2B clients with strategy, selection, and implementation services. Comparable buyer profiles and CRM-centric value proposition, with a software-aligned (rather than vendor-neutral) model.
- eGroup Enabling Technologies: Cloud and digital transformation consultancy with CRM and Microsoft practice serving mid-market and enterprise customers. Competes for the same CRM strategy and selection RFPs as CRM Switch, with a technology-infrastructure adjacency.
- The Pedowitz Group: Revenue marketing consultancy with strong CRM/marketing-automation advisory heritage (Marketo, Salesforce, HubSpot). Comparable as a vendor-spanning B2B advisory boutique focused on marketing technology and CRM strategy for mid-market and enterprise clients.
Broad incumbents
- Slalom: Large global consulting firm with a dedicated CRM, data, and technology practice. Competes with CRM Switch for enterprise CRM advisory work, with much broader service lines (strategy, implementation, managed services) and far larger delivery capacity.
- Deloitte Digital: Global consulting and advisory arm of Deloitte with deep CRM transformation practices across Salesforce, SAP, and Microsoft. Overlaps with CRM Switch at the high end of the enterprise market where vendor-neutral strategy and selection RFPs are issued.
- Accenture: Global professional services firm with large-scale CRM and customer-experience transformation practices. Competes for the same enterprise CRM strategy and selection mandates as CRM Switch, with bundled implementation, change management, and managed-service capabilities.
Market position
Strengths4 records
Weaknesses4 records
Competitive moat3 records
Key risks5 records
Key highlights6 records
Customer concentration
CRM Switch social profiles
Digital presenceCRM Switch financial estimates
Financial estimateRevenue estimate
Valuation estimate
CRM Switch leadership team
Management profileNumber of profiles
Profiles2 records
CRM Switch funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
CRM Switch M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about CRM Switch
What does CRM Switch do?
CRM Switch is an independent, vendor-neutral consulting firm that helps mid-market and enterprise B2B companies plan, evaluate, and select customer relationship management (CRM) software. Engagements span CRM strategy and selection, project management oversight during implementation, organizational change management, and ongoing coaching. The firm also offers content marketing and SEO services. CRM Switch does not sell CRM software, accept vendor commissions, or perform hands-on technical implementation.
Is CRM Switch a public or private company?
CRM Switch is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was CRM Switch founded?
CRM Switch was founded in 2010. It employs 1 to 10 people.
Where is CRM Switch based?
CRM Switch is headquartered in San Rafael, United States, in the North America region.
How does CRM Switch make money?
One revenue line is on record: CRM Consulting Engagements.
Who are CRM Switch's main competitors?
Direct peers on record are BrainSell, Simplement, Affirma Consulting, Velosio, Socius, eGroup Enabling Technologies and The Pedowitz Group. Broad incumbents are Slalom, Deloitte Digital and Accenture.
Does CRM Switch have an API?
No public API is recorded for CRM Switch.
What industry is CRM Switch in?
CRM Switch's product category is CRM Consulting Services. Its primary akta.pro industry code is BPAFAFAA, CRM Strategy & Consulting, with a secondary code of BPAEAGAC, CRM Implementation & Customization Services. Its NAICS code is 54161 and its SIC code is 8742.