Best CRM Integration Agencies for B2B Teams Compared

Picking a CRM agency used to mean picking someone to configure a CRM. For most B2B teams today, the harder job is connecting that CRM to the website, the finance system, and every other tool the business runs on.

TL;DR

• The right CRM partner depends on how complex your problem is, not on how many certifications an agency has.
• Most CRM projects grow past configuration into integrations, migrations, automation, and website work.
• We compared six agencies, listed alphabetically, on CRM expertise, integration depth, migration, marketing operations, CMS and web development, and ongoing support.
• CRM-focused agencies and RevOps consultancies fit process-heavy projects. A CRM plus development partner fits projects that touch APIs, middleware, and websites.
• Before you hire, ask who actually builds the integration, how the agency handles systems with no native connector, and what happens after launch.
• Computan is one of the options in this guide and fits best when CRM, integration, and CMS work overlap.

Why Choosing a CRM Agency Is About More Than the CRM

B2B teams increasingly run marketing and sales out of the CRM. That makes it the center of the stack, and it also makes every gap around it more visible. The average enterprise now manages 897 applications, yet only 29% of them are integrated, and 90% of organizations say data silos create business obstacles.^[1]

The cost shows up on the sales floor. Salesforce research found that reps spend only 28% of their week actually selling, and that sales teams use an average of 10 tools to close deals.^[2] Gartner research puts the average annual cost of poor data quality at $12.9 million per organization. That figure comes from enterprise-scale organizations, so smaller teams should read it as a direction rather than a budget line.^[3]

This is why agency selection has become harder. A CRM project rarely stays inside the CRM. Teams often need some mix of:

• CRM migration from another platform
• Custom integrations with other business systems
• Marketing automation and lead routing
• Data synchronization between tools
• Website and CMS development
• Custom APIs or middleware where no native connector exists

In this guide, we compare CRM agencies by capability instead of by arbitrary ranking. The goal is to help B2B marketing operations teams work out which type of partner they actually need, and then shortlist the agencies that fit.

Key takeaway: The right CRM partner depends on the complexity of the problem, not simply on the number of CRM certifications an agency holds.

What Does a CRM Implementation and Consulting Agency Do?

Before comparing companies, it helps to define the category. Most agencies in this space offer some combination of the six services below.

CRM Implementation

This is the foundation: setting up the CRM so your team can use it on day one.

• Pipelines and deal stages
• Properties and data structure
• Lifecycle stages
• User permissions and teams
• Dashboards and reporting

CRM Customization

Customization adapts the CRM to how your business actually works. HubSpot, for example, lets you create custom objects when contacts, companies, and deals do not describe the data you need to store, and those objects can be used in automation and email templates just like standard ones.^[4]

• Custom objects and custom properties
• Workflows built around business-specific processes
• Custom reporting

CRM Integration

Integration is where the CRM connects to everything else. Native connectors cover many cases. When they do not, the work moves into APIs and middleware.

• CRM-to-CRM integrations
• CRM-to-website integrations
• Third-party applications such as ERP, accounting, and ecommerce platforms
• APIs and middleware
• Ongoing data synchronization and error handling

CRM Migration

Migration moves your data from an old system into the new one without losing the context that makes it useful.

• Data and field mapping
• Data cleanup and deduplication
• Historical data such as notes, activities, and record associations
• Migration validation before go-live

Marketing Automation Consulting

This service turns CRM data into a repeatable revenue process.

• Lead routing and lead scoring
• Nurturing programs
• Lifecycle management
• Marketing-to-sales handoff

CRM and CMS Development

Your website is often where CRM data is created and where it should be used. CRM-connected websites, forms, personalization, custom modules, and website-to-CRM data flows all sit in this category. It matters commercially: McKinsey found that 71% of consumers expect personalized interactions, and that faster-growing companies draw 40% more of their revenue from personalization than slower-growing peers.^[5] Personalization only works when clean CRM data actually reaches the page.

How We Compared CRM Integration Agencies

A list without criteria is just an agency directory. We used the same six factors for every agency, and we did not assign scores or rankings.

CRM Expertise

• Platforms supported
• Implementation experience
• Customization capabilities

Integration Depth

• Native integrations
• APIs and middleware
• Custom development

Migration Capabilities

• Data migration
• Cleanup and mapping
• Validation

Marketing Operations Expertise

• Automation and lead management
• Reporting
• Revenue operations

CMS and Web Development

• HubSpot CMS and WordPress
• Custom CMS development
• CRM-connected websites

Ongoing Support

• Implementation-only versus ongoing partnership
• Optimization and troubleshooting
• Development support

How we sourced this: Every capability below comes from the agency's own website, its HubSpot Solutions Directory listing, or a reliable third-party listing, and each is cited. We only include what we could substantiate. Agencies may offer more than their public pages show, so confirm details directly before you shortlist.

Best CRM Integration Agencies for B2B Teams

The agencies below serve different types of CRM projects. Rather than ranking them from best to worst, we outline each one's primary strengths and the projects it may suit. They are listed alphabetically.

1. Computan

Positioning: HubSpot CRM, integration, and CMS development partner.

• Primary platform: HubSpot, with integrations into platforms such as Salesforce, Shopify, NetSuite, Stripe, and custom ERPs.^[8]
• Implementation and migration: HubSpot CRM consulting and ongoing upkeep of client platforms, plus data cleanup and migration work as part of CRM projects.^[8]
• Integrations: Computan describes itself as a back-end development shop that codes custom integrations with HubSpot serverless functions or a third-party application, instead of relying only on connectors.^[7] It reports building more than 100 custom integrations every year.^[6]
• CMS and web: Custom HubSpot CMS themes, templates, landing pages, and modules, along with WordPress to HubSpot CMS migrations that preserve SEO and redirects.^[8] Computan completes 40+ Content Hub sites a year.^[6]
• Scale: A HubSpot Partner since 2015 with a 68-person team and 73+ agency partners supported.^[6]
• Best suited for: B2B teams whose CRM project crosses into integrations, automation, websites, or custom development.
• Worth considering: Teams that only need basic CRM configuration may not need this much development depth. Computan's center of gravity is HubSpot, so teams standardizing on a different primary CRM should confirm fit early.

Where Computan stands out: CRM, development, and integration work under one partner, so the person who understands your data model is talking to the person who builds the connection.

2. Engaging.io

Positioning: Complex HubSpot implementations for mid-market and enterprise organizations.

• Primary platform: HubSpot, with migration experience from Salesforce, Microsoft Dynamics, and legacy CRMs.^[9]
• Implementation and migration: CRM migrations, data architecture, automation, and portal builds. The listing cites 16+ years on HubSpot and 700+ projects across APAC and North America.^[9]
• Integrations: Custom integrations with platforms including NetSuite, Snowflake, and Salesforce, along with ticketing and events platforms.^[9]
• CMS and web: HubSpot CMS development and AI automation are listed.^[9]
• Best suited for: Organizations with legacy CRM migrations and heavier data architecture needs.
• Worth considering: The listing sits under Australia and its awards are JAPAC-based, so North American teams should confirm time zone overlap and support hours.

3. Huble Digital

Positioning: Structured HubSpot onboarding, migration, and website work.

• Primary platform: HubSpot, and it also publishes comparisons of HubSpot, Salesforce, and Microsoft Dynamics for buyers choosing a platform.^[10]
• Implementation and migration: Migrations start by mapping current "As-Is" processes with entity-relationship diagrams, then designing a "To-Be" state. Support covers discovery and governance, architecture strategy, configuration, training, and ongoing operations.^[10]
• Integrations: Custom API integrations and programmable automation appear in the services clients list on its HubSpot listing, and one case study covers connecting Salesforce to HubSpot's HubDB.^[10][11]
• CMS and web: Website development and website migration are listed services.^[11]
• Best suited for: Teams that want a documentation-first migration or onboarding with training built in.
• Worth considering: The service range is broad, so confirm which specialists would own your project.

4. New Breed

Positioning: RevOps-led HubSpot implementation for B2B revenue teams.

• Primary platform: HubSpot.^[12]
• Implementation and migration: HubSpot implementation and optimization tailored to business processes, with change management, process documentation, and training in the framework.^[13] Its HubSpot service is described as covering implement, migrate, and optimize.^[14]
• Integrations: Bespoke integrations that connect technology systems and reduce data silos.^[13]
• CMS and web: A sales-ready website service is part of its offering.^[14]
• Best suited for: Revenue leaders who want strategy, process design, and HubSpot execution from one team.^[12]
• Worth considering: The model blends strategy, demand generation, and technology, so scope the conversation carefully if you only want the technical build.

5. Skydog Ops

Positioning: Hands-on CRM and RevOps tooling for B2B and financial services teams.

• Primary platform: Salesforce and HubSpot, plus other sales and marketing tools.^[15]
• Implementation and migration: It implements and customizes those tools. Migration specifics were not stated on the source we reviewed.^[15]
• Integrations: Not stated on the source we reviewed.
• CMS and web: Not stated on the source we reviewed.
• Best suited for: B2B and financial teams that want efficiency and clearer data trends from their CRM tooling.^[15]
• Worth considering: The public information we found is limited, so ask for integration and migration examples during scoping.

6. SmartBug Media

Positioning: Full-service HubSpot partner with RevOps, integration, and marketing services.

• Primary platform: HubSpot.^[16]
• Implementation and migration: CRM implementation and CRM migration are listed services, and its G2 profile describes advanced configurations and migrations.^[16][17]
• Integrations: Custom API integrations and programmable automation are listed, with migrations and system integrations supported by its Globalia technical development team.^[16] It also lists custom integrations, hosting, and maintenance.^[17]
• CMS and web: Website design, development, and migration, including Content Hub experiences.^[16][17]
• Best suited for: Larger B2B teams that want one partner across CRM, integrations, web, and demand generation. Its listing also cites HIPAA-compliance expertise.^[16]
• Worth considering: The scope reaches into paid media, PR, and more, so confirm which team would deliver a focused CRM and integration project.

This list is not exhaustive. We kept it to six agencies so it stays a useful market comparison instead of a directory.

CRM Integration Agencies Compared

Sources: [6][8][9][10][11][13][14][15][16][17]. "Not stated" means we did not find the capability on the sources reviewed. It does not mean the agency does not offer it.

Which Type of CRM Agency Does Your B2B Team Need?

This is where a comparison becomes useful. Match the project to the partner type before you look at any single agency.

You Need Basic CRM Implementation

Look for:

• CRM configuration and pipeline setup
• Property architecture
• Dashboards and user setup

You Need a CRM Migration

Look for:

• Migration experience from your specific source system
• Data mapping and deduplication
• Validation before cutover
• Careful handling of historical data

You Need Complex CRM Integrations

Look for:

• API development skills
• Middleware experience
• Custom integration examples
• Data synchronization and error handling

You Need Marketing Automation Consulting

Look for:

• Lifecycle architecture
• Lead scoring and routing
• Nurturing and automation design
• A clear sales handoff process

You Need CRM and Website or CMS Development

Look for an agency that can handle the whole chain, because a break at any link shows up in your pipeline:

CRM → Website → Forms → Automation → Sales

This is where a hybrid partner earns its place. One team that understands both the data model and the templates makes fewer handoff mistakes than two vendors passing specs back and forth.

8 Questions to Ask Before Hiring a CRM Agency

1. Which CRM platforms do you specialize in?

Specialization matters more than a long logo list. Ask how many projects they have delivered on your platform in the last year.

2. Can you handle custom integrations?

Ask for examples that involve systems similar to yours, such as an ERP, accounting platform, or proprietary application.

3. Who actually builds the integration?

Distinguish between three roles: the consultant who designs the approach, the implementation specialist who configures the CRM, and the developer who writes the code. Some agencies cover all three in-house. Others subcontract the build.

4. How do you approach CRM migration?

Ask about field mapping, data cleanup, duplicate handling, and how they validate results before go-live.

5. Can you work with our existing website or CMS?

You may not want to replatform your site. Confirm the agency can connect your current CMS to the CRM cleanly.

6. How do you handle systems that do not have a native integration?

This question separates configuration-focused agencies from development-capable ones. Listen for API, middleware, and error-handling answers.

7. What happens after implementation?

Integrations need monitoring. APIs change, and data volumes grow. Ask how support, troubleshooting, and optimization work once the project is live.

8. How will you measure whether the CRM project succeeded?

Push past "the CRM is live" toward outcomes you can verify:

• Better data quality
• Faster lead routing
• Improved automation coverage
• Better reporting
• Greater sales visibility

CRM Agency vs. CRM and Development Partner

This distinction decides more projects than any feature checklist.

Traditional CRM implementation

Business requirements → CRM configuration → workflows → reporting

CRM and development partner

Business requirements → CRM → APIs → middleware → website and CMS → automation → reporting

The second model becomes useful when your CRM has to exchange data with other systems. If it needs to talk to your website, ERP, accounting platform, marketing tools, or a proprietary application, development capability can matter as much as CRM expertise.

What to Expect From a Modern CRM Integration Project

Whichever agency you choose, a well-run project follows a similar path.

1. Audit

Understand the existing CRM, data, workflows, and integrations before changing anything.

2. Architecture

Define how systems should exchange information, which system owns which data, and where the risks are.

3. Data Preparation

Clean, map, and validate data so bad records do not travel into the new setup.

4. Implementation

Configure the CRM and build the required integrations.

5. Automation

Build the workflows and marketing and sales processes that put the data to work.

6. Testing

Validate data movement, workflows, and edge cases such as duplicates, failed syncs, and missing fields.

7. Optimization

Monitor the system and keep improving it as your team and tools change.

Final Takeaway: Choose the Agency Around the Problem

The right CRM implementation partner depends on what your team actually needs. A straightforward CRM configuration calls for a different partner than a project involving migrations, APIs, automation, and a CRM-connected website.

A simple way to map the field:

• CRM-focused partner: implementation and configuration
• RevOps consultancy: process and operations
• Integration agency: complex systems and data
• Web or CMS agency: website and digital experience
• CRM and development partner: projects that span multiple layers

For B2B teams whose CRM project crosses into custom integrations, automation, and website or CMS development, a partner that can handle both the CRM and the technical build can reduce the complexity of managing several vendors. That is the gap Computan is built to fill. If your project sits there, talk to our team about what you are trying to connect.

Sources

[1] Salesforce: MuleSoft Connectivity Benchmark 2025

[2] Salesforce: State of Sales Research

[3] Gartner: Data Quality Best Practices for Accurate Insights

[4] HubSpot Developer Blog: How to Build a Custom Object Using Private Apps

[5] McKinsey: The Value of Getting Personalization Right, or Wrong, Is Multiplying

[6] Computan: HubSpot Capabilities

[7] Computan: Our Services

[8] Clutch: Computan Profile

[9] HubSpot Solutions Directory: Engaging.io

[10] Huble Digital: Migrate to HubSpot CRM with Confidence

[11] HubSpot Solutions Directory: Huble Digital

[12] New Breed: RevOps Solutions

[13] G2: New Breed Profile

[14] New Breed: Services Overview

[15] G2: Skydog Ops Listing

[16] HubSpot Solutions Directory: SmartBug Media

[17] G2: HubSpot Service Hub Implementation Providers (SmartBug Media)

Frequently Asked Questions

What is a CRM implementation agency?

A CRM implementation agency sets up and configures a CRM so your team can use it. That typically includes pipelines, properties, lifecycle stages, permissions, and dashboards. Many agencies also offer customization, migration, integration, and automation services.

What is the difference between CRM implementation and CRM integration?

Implementation is about setting up the CRM itself. Integration is about connecting the CRM to other systems, such as your website, ERP, accounting platform, or proprietary applications, so data moves between them reliably.

How much does CRM implementation cost?

Cost depends on scope. A basic configuration is a very different project from a migration with custom integrations and website work. Ask each agency for a scoped estimate that separates configuration, migration, integration, and ongoing support, so you can compare like with like.

How long does a CRM migration take?

Timelines depend on data volume, data quality, the number of connected systems, and how much historical data you need to preserve. Cleanup and validation usually take more time than teams expect, so plan for them explicitly.

When do you need custom CRM development?

You need custom development when a native connector does not exist or does not fit your process. Common triggers include syncing with an ERP or accounting system, connecting a proprietary application, and building custom objects or website data flows.

Should you hire a CRM consultant or a CRM development agency?

A consultant is a good fit when the main challenge is process, structure, or adoption. A development agency is a better fit when the challenge involves APIs, middleware, or website integration. Many B2B projects need both, which is why some teams choose a partner that covers CRM and development together.

Can a CRM agency also handle website and CMS development?

Some can. Several agencies in this guide list website or CMS work alongside CRM services. If your website feeds your CRM through forms and personalization, working with one team can reduce handoff errors.

What should a B2B marketing operations team look for in a CRM partner?

Look for specialization in your CRM platform, real examples of custom integrations, a clear migration method, the ability to work with your existing website or CMS, ongoing support after launch, and success measures tied to data quality, lead routing, and reporting.