CRM Consulting That Goes Beyond Configuration
We help businesses select, implement, migrate, rescue, and optimize CRM platforms. Vendor-neutral expertise across Salesforce, Microsoft Dynamics, HubSpot, and more.
Our Expertise
Our CRM practice is led by engineers with deep technical expertise across major CRM platforms, including Salesforce, Microsoft Dynamics, HubSpot, and others. We don't just configure platforms. We write custom code when the situation calls for it, including Apex development in Salesforce, custom plugins and modules in Dynamics, and purpose-built Microsoft Power Apps for use cases that standard CRM features can't address.
We're vendor-neutral. We work with whatever CRM your business runs on, and if you're choosing a new platform, we recommend the one that fits your organization rather than the one we happen to prefer. We've seen too many businesses locked into the wrong system because their previous consultant only knew one platform.
What We Help With
CRM selection and strategy
Evaluating platforms based on your business requirements, team size, budget, and growth plans so you make the right decision before you invest.
New implementations
Full CRM builds including data modeling, pipeline design, workflow automation, user roles, reporting, and integrations. Scoped for your needs, not a generic template.
Platform migrations
Moving from one CRM to another, in any direction. We handle data migration, workflow translation, integration reconnection, and user training so the transition doesn't disrupt operations.
Rescue projects
If a previous implementation failed or was abandoned, we assess what went wrong and rebuild it properly. This is more common than most people realize.
Multi-department and multi-division rollouts
Architecting systems that serve sales, marketing, operations, and customer service across departments, locations, or business units.
Custom development
Apex classes and triggers in Salesforce, custom plugins and modules in Dynamics, and purpose-built applications using Microsoft Power Apps for specific roles, processes, or operational needs.
AI-enhanced CRM capabilities
For businesses that want to layer AI into their CRM workflows, we build integrations that bring AI-powered lead scoring, automated data enrichment, intelligent routing, and AI-drafted communications directly into the platform your team already uses.
Ongoing CRM advisory
Long-term strategic guidance on platform upgrades, feature adoption, process changes, and architecture decisions as your business evolves.
For businesses with more straightforward CRM needs, our CRM QuickStart package delivers a fully configured system in about two weeks with transparent, fixed pricing.
Who This Is For
This is for any business where the CRM challenge is bigger than a standard setup.
We work across industries and with businesses of all sizes. If you have a CRM challenge, we can most likely help regardless of the platform.
How Engagements Work
Every engagement starts with a conversation to understand your situation and scope the work. We put together a fixed-price proposal so you know exactly what to expect before committing. No hourly billing with an open meter.
Projects range from a few weeks for focused work like a platform evaluation, to several months for full implementations or complex migrations. We set clear milestones so you always know where things stand.
For ongoing support after a project, our RevOps / FinOps Retainer provides monthly administration, optimization, and reporting.
FAQ
We work with Salesforce, Microsoft Dynamics 365, HubSpot, and other platforms. If your business runs on a CRM we haven't mentioned, reach out and we'll let you know if we can help. In most cases, we can.
Yes. We design and build custom Microsoft Power Apps for specific business use cases. Common examples include field data collection apps, approval workflows, customer portals, and operational tools built around your specific processes.
Yes. We build integrations that bring AI-powered features directly into your CRM, including automated lead scoring and prioritization, AI-drafted email and follow-up messages, intelligent lead routing, and automated data enrichment. These connect to your existing platform so your team doesn't need to learn a separate tool.
It depends on the scope. We provide a fixed-price proposal after an initial conversation so you know exactly what to expect before committing.
The CRM QuickStart is a fixed-scope, fixed-price package for businesses that need a standard CRM setup in about two weeks. CRM Consulting is for more complex situations: migrations, rescue projects, multi-department rollouts, custom development, or enterprise-scale implementations.
Yes. We assess what was built, identify where it went wrong, and rebuild the system properly. In many cases, the platform itself is fine but the implementation didn't account for how the team actually works.
Yes. We work with businesses of all sizes. For enterprise engagements, we can work alongside your internal team or operate as your external CRM practice.
Let's Talk About Your CRM Challenge
The first step is a conversation about where you are and where you need to be. We'll help you figure out the right approach and scope for your situation. No pressure, no commitment.