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CRM Solutions

We work with clients today to help generate warm leads and grow our clients' businesses through CRM technology so their sales teams have the best opportunity to close more deals

CRM Reduces Inefficiencies in your Customer Lifecycle


Customer Relationship Management is the backbone of your business. Managing customer data in a cloud based environment will help your team stay better organized, and engage with customers on their terms.

Why do business use CRM technology to manage their customer data?

Anyone who has ever spent hours entering business names and addresses into a spreadsheet knows the pain and frustration of database management.  CRM technology has advanced to the point where most of the data entry is automated.

Your CRM should be a single location for all your customer data. 


What We Do



As CRM consultants our primary role is to ensure you start with the "best fit" CRM for your business.  We help clients pick the best CRM by looking at 6 key criteria:

  1. Vision
  2. Interface
  3. Sales Process
  4. Website Integration
  5. Database & Users
  6. Social Media Integration

View the full CRM selection survey here.



Once you have selected the CRM you would like to use, setting it up is the next step.  The set-up process will depend on many variables, our team will work with you to ensure the implementation of your new CRM runs smoothly.

Implementation includes:

  • User Set-up
  • Custom Fields
  • Custom Forms
  • Custom Templates
  • Data Cleansing
  • Data Migration
  • Sales Process


Getting your team to accept a new system or procedure can be a challenge, and most CRM adoptions fail because of a lack of team "buy-in".

Before we part ways, we will work with you and your team to make sure everyone knows how to use your new CRM.

We offer one on one tutorials, team workshops, video and online training, as well as trouble shooting support. 

A Smarter Way to Manage your Customer Data

What can CRM do for your business?

  • Contact management
  • Capture new leads
  • Account management
  • Sales & Deals forecasting 
  • Calendar management
  • Task management
  • Email management

These are common features in all CRM platforms.  Find a CRM platform that fits your business, rather than adjusting your business around the platform you selected.

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Ditch the spreadsheets and email inbox ways of managing customer data.

Customer Relationship Management Pricing

Calculating the Cost of a CRM

When pricing out CRM platforms you will need to know the following information:

  • Number of employees in your company who will be considered users
  • Total number of all contacts and data records you would like to store

Most CRM platforms are sold on a price per month per user model. For example: if the platform is $10/month/user and you have 5 users your cost will be $50/month


The cost to implement a CRM system is directly related to amount of work you are able to do in preparation on your own.  

Most implementations will be complete within a few hours, however this will depend on many factors such as:

  • Size of database
  • # of custom objects to be created
  • # of workflows required
  • # of users

Request a Quote