RSM Consulting
RSM Consulting LLC is a US-based boutique consultancy that implements, migrates, and optimizes HubSpot CRMs for mid-market B2B companies, primarily professional services firms, through fixed-scope projects, monthly retainers, and AI agent deployments.
- Company typePrivate
- Founded2003
- HeadquartersGenoa, Italy
- Headcount1–10
- GTM typeB2B
- OfferingServices
What RSM Consulting does
RSM Consulting LLC is a US-based boutique consultancy specializing in HubSpot CRM implementation, optimization, migration, and ongoing support for mid-market B2B companies. Founded by Ricardo Martinez around 2003 and formalized as a HubSpot Solutions Partner in 2023, the firm operates with a four-person senior-led delivery team (CEO, Head of People, Head of Development, and AI Operations & Strategy) and serves US-based clients primarily in professional services, with additional exposure to regulated industries and US growth teams. Its core service portfolio spans three-tier fixed-scope implementations (Essentials, Professional, Enterprise), CRM migrations from Salesforce, Zoho, Pipedrive, and Dynamics, hands-on optimization engagements, and three monthly retainer tiers (Starter 6-8 hours, Growth 10-20 hours, Embedded 20+ hours), supplemented by a proprietary free HubSpot Audit tool that functions as both a diagnostic product and a demand-generation channel.
The firm's technology stack is built on HubSpot as the primary platform, with the team claiming experience across 62+ CRM/CMS systems and a proprietary audit application that scans portals for data quality, workflow stability, and access hygiene issues. In parallel, RSM has introduced an AI Agents service line deploying autonomous agents on client-owned servers for lead qualification, content creation, and operational automation, priced at a one-time setup fee plus $80 per agent per month in managed services. The architecture — agents running on client infrastructure rather than a locked SaaS platform — is positioned as a differentiator for data-sensitive buyers.
Commercially, RSM runs a sales-led GTM anchored on free 15-minute discovery calls and the free audit tool, targeting mid-market B2B companies with 20-200+ employees. Revenue mechanics combine project-based professional services (implementation, migration, optimization) with recurring monthly retainer revenue and a growing subscription component from AI Agents. The firm is privately held with no external funding, operates solely within the United States, and reports cumulative figures of 500+ portal audits, 200+ HubSpot implementations, and 150+ CRM migrations, with a self-reported $20M+ in client revenue influenced through its engagements.
RSM Consulting firmographics
Firmographics- Name
- RSM Consulting
- Legal name
- RSM Consulting LLC
- Website
- https://crmbyrsm.com
- Company type
- Private
- Founded year
- 2003
- Operating status
- Operating
- Headcount range
- 1–10 employees
- Short description
- RSM Consulting LLC is a US-based boutique consultancy that implements, migrates, and optimizes HubSpot CRMs for mid-market B2B companies, primarily professional services firms, through fixed-scope projects, monthly retainers, and AI agent deployments.
- Ownership category
- akta.pro rank
RSM Consulting industry classification
Industry- Product category
- HubSpot CRM Consulting
- NAICS
- Other Management Consulting Services (541618), Computer Systems Design and Related Services (54151)
- SIC
- Services-Management Consulting Services (8742)
- akta.pro primary industry
- CRM Implementation & Systems Integration (BPAFAFAB)
- akta.pro secondary industries
- CRM Implementation & Customization Services (BPAEAGAC), ERP, CRM & Enterprise Applications Consulting (BPAHAEAI), B2B SaaS & Enterprise Personalization (CRM, Sales, Support) (HDAAAGAJ)
Keywords
Where RSM Consulting is headquartered
LocationHeadquarters
- HQ city
- Genoa
- HQ country
- Italy
- HQ region
- Europe
Offices1 record
Markets served
RSM Consulting business model
Business model- GTM type
- B2B
- Offering type
- Services
- Cost components
- Personnel, Operations, Technology or R&D, Marketing or Sales, Infrastructure
Revenue model
- Implementation Services: Fixed-price HubSpot implementation projects across three tiers (Essentials, Professional, Enterprise) with defined scope and timelines. Revenue recognized on milestone delivery basis.
- Ongoing Support Retainers: Monthly retainer engagements offering dedicated CRM support with allocated hours (Starter 6-8 hrs, Growth 10-20 hrs, Embedded 20+ hrs). Includes weekly updates, priority response, and quarterly roadmap reviews.
- AI Agent Services: One-time setup fee plus recurring monthly subscription per agent. Setup currently offered at promotional 50% discount ($1,000 instead of $2,000); $80/month per agent for managed services.
- CRM Optimization & Audit: Project-based optimization engagements starting with comprehensive portal audits. Includes data cleanup, workflow restructuring, and adoption improvement.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Subscription | Monthly | AI Agent - Starter setup with monthly management |
| One time/ perpetual license | Multi-year contract | Essentials Implementation - Basic HubSpot setup for new or reset portals |
| One time/ perpetual license | Multi-year contract | Professional Implementation - Full setup for mid-sized B2B teams |
| One time/ perpetual license | Multi-year contract | Enterprise Implementation - Complex organizations with migration needs |
| Subscription | Monthly | Starter Retainer - Light maintenance support |
| Subscription | Monthly | Growth Retainer - Active ongoing changes |
| Subscription | Monthly | Embedded Retainer - Heavy automation and reporting environments |
Go-to-market motion1 record
Distribution channels3 records
Marketing channels5 records
RSM Consulting product offering
Product offeringCore offering
RSM Consulting LLC provides HubSpot CRM consulting services including implementation, optimization, migration from legacy CRMs (Salesforce, Zoho, Pipedrive), workflow automation, and ongoing retainer support for US-based mid-market B2B companies. The firm also deploys autonomous AI agents on client-owned servers for lead qualification, content creation, and operational tasks, and offers a free automated portal audit tool to diagnose CRM data quality, workflow stability, and access hygiene issues.
Product overview
RSM Consulting is a HubSpot-focused consulting firm offering a portfolio of services centered on CRM optimization, implementation, migration, and ongoing support. The core offering spans HubSpot Implementation (setup and configuration across Essentials, Professional, and Enterprise tiers), CRM Optimization (cleanup and rebuild of existing portals), CRM Migrations (from Salesforce, Zoho, Pipedrive to HubSpot), HubSpot Automation (workflow building and cleanup), and Ongoing Support Retainers (fractional CRM partnership with monthly hours). A complementary AI Agents offering deploys autonomous agents on the client's server for lead qualification, content creation, and operational tasks. A free Comprehensive Portal Audit tool provides automated health checks. Services are delivered by senior consultants with direct client access, using a business-first, tech-second approach.
Differentiator
Problem solved
Functional benefit
Products and services
- HubSpot Implementation Full-service HubSpot CRM implementation for mid-market B2B teams, covering discovery, architecture, configuration, automations, integrations, and team training. Offered across Essentials (2-week timeline), Professional (4-6 weeks), and Enterprise (6-10 weeks) tiers.
- CRM Optimization Hands-on optimization of existing HubSpot portals for professional services firms, focusing on pipeline logic, data model cleanup, automation fixes, reporting trust, rep experience, and governance controls to prevent future drift.
- CRM Migrations Migration services from Salesforce, Zoho, Pipedrive, and other CRMs to HubSpot, including pre-migration data audit, custom field mapping, data cleanup, deduplication, historical data preservation, test migration, validation, and team training.
- HubSpot Automation Workflow and automation services including lead routing and assignment, task and deal automation, email sequences and nurture, internal notifications, data hygiene automation, and workflow audit and cleanup.
- Ongoing Support Retainer Monthly retainer providing fractional CRM partnership with senior consultants, including weekly intake and prioritization, execution of fixes and improvements, weekly review summaries, defined response windows, and quarterly roadmap reviews; tiers include Starter (6-8 hrs/mo), Growth (10-20 hrs/mo), and Embedded (20+ hrs/mo).
- AI Agents Autonomous AI agent deployment for business tasks including lead qualification, content creation, and repetitive operational work. Agents run 24/7 on the client's own server with managed monitoring and monthly optimization, priced at $1,000 setup (promotional) plus $80/agent/month.
- Comprehensive Portal Audit Automated HubSpot portal health check covering record quality (duplicates, stale records, missing values), workflow stability (broken triggers, noisy logic), and access hygiene (permission drift, risky role assignments), delivered as a prioritized issue list with root-cause notes and action suggestions.
Quantifiable outcome
- AI agents complete 160+ hours of work/month at $80/month vs. $4,000+/month for employee
- +2 more outcomes
Companies that use RSM Consulting
Customer profileNamed customers3 records
Segments4 records
Ideal customer profiles4 records
RSM Consulting technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
AI capability3 records
Feature3 records
RSM Consulting partnerships and signals
Strategic signalPartnerships
One partnership is on record.
- HubSpotcoreOfficial HubSpot Solutions Partner since 2023. RSM specializes in HubSpot optimization, migrations, and ongoing support. Formalized partnership after years of hands-on HubSpot work. Company positions HubSpot as the best CRM available for growing businesses and all implementation roads lead to HubSpot.
Scale indicators7 records
Recent moves6 records
Expansion highlights4 records
RSM Consulting competitors and assessment
Company assessmentDirect peers
- Lynton: HubSpot Solutions Partner offering HubSpot implementation, web development, and inbound marketing services. Comparable in boutique HubSpot-focused delivery model and mid-market B2B positioning.
- Impulse Creative: HubSpot Solutions Partner providing CRM implementation, branding, and marketing services for B2B companies. Comparable in HubSpot-centric CRM consulting for growing businesses.
- Square 2 Marketing: HubSpot Solutions Partner offering inbound marketing, CRM implementation, and sales enablement for mid-market B2B firms. Direct peer in HubSpot-based CRM and revenue services.
- BluShark Digital: HubSpot Solutions Partner providing HubSpot implementation, SEO, and marketing services with strong presence in professional services verticals. Comparable in vertical focus and HubSpot-centric CRM services.
- RevPartners: HubSpot Solutions Partner focused on HubSpot CRM implementations, migrations, and RevOps services for B2B SaaS and growth-stage companies. Closely comparable in service mix and target customer.
- SmartBug Media: HubSpot Elite Solutions Partner offering CRM implementation, marketing automation, and RevOps services for mid-market and enterprise B2B companies. Most direct comparable in HubSpot-focused CRM consulting at larger scale.
- Idea11: HubSpot Solutions Partner providing CRM implementation, inbound marketing, and HubSpot migrations. Comparable in HubSpot-focused CRM consulting with similar mid-market B2B focus.
- Salted Stone: HubSpot Solutions Partner providing HubSpot onboarding, CRM optimization, and inbound marketing services for mid-market B2B firms. Direct peer in HubSpot implementation and CRM optimization services.
- New Breed (Power Digital Marketing): HubSpot Solutions Partner specializing in HubSpot implementation, CRM migrations, and revenue operations for B2B companies. Direct competitor in the same HubSpot-centric mid-market CRM services niche.
- Media Junction: HubSpot Elite Solutions Partner specializing in HubSpot implementations, integrations, and CRM optimization. Direct competitor offering similar services to RSM's mid-market B2B segment.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat5 records
Key risks5 records
Key highlights6 records
Customer concentration
RSM Consulting social profiles
Digital presenceRSM Consulting financial estimates
Financial estimateRevenue estimate
Valuation estimate
RSM Consulting leadership team
Management profileNumber of profiles
Profiles4 records
RSM Consulting funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
RSM Consulting 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 RSM Consulting
What does RSM Consulting do?
RSM Consulting LLC provides HubSpot CRM consulting services including implementation, optimization, migration from legacy CRMs (Salesforce, Zoho, Pipedrive), workflow automation, and ongoing retainer support for US-based mid-market B2B companies. The firm also deploys autonomous AI agents on client-owned servers for lead qualification, content creation, and operational tasks, and offers a free automated portal audit tool to diagnose CRM data quality, workflow stability, and access hygiene issues.
Is RSM Consulting a public or private company?
RSM Consulting is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was RSM Consulting founded?
RSM Consulting was founded in 2003. It employs 1 to 10 people.
Where is RSM Consulting based?
RSM Consulting is headquartered in Genoa, Italy, in the Europe region.
How does RSM Consulting make money?
Four revenue lines are on record. Implementation Services are the primary driver. The others are ongoing Support Retainers, AI Agent Services and CRM Optimization & Audit.
Who are RSM Consulting's main competitors?
Direct peers on record are Lynton, Impulse Creative, Square 2 Marketing, BluShark Digital, RevPartners, SmartBug Media, Idea11, Salted Stone, New Breed (Power Digital Marketing) and Media Junction.
Does RSM Consulting have an API?
No public API is recorded for RSM Consulting.
What industry is RSM Consulting in?
RSM Consulting's product category is HubSpot CRM Consulting. Its primary akta.pro industry code is BPAFAFAB, CRM Implementation & Systems Integration, with a secondary code of BPAEAGAC, CRM Implementation & Customization Services. Its NAICS code is 541618 and its SIC code is 8742.