Develop custom, cloud based software platforms that are specifically designed to meet the needs of smaller organizations.  No matter what your industry, size, business structure (profit, non-profit)  — your business needs to develop new leads or business opportunities, provide a product or service, and manage relationships with customers to build loyalty.

If you have already invested in a CRM platform, we can help you maximize your return on investment through our consulting services.

Our solutions are commonly referred to as CRM (Customer Relationship Management) tools. We customize Zoho, an industry leading platform to meet the unique needs of your business.  We can connect and automate your entire process from leads to getting paid, and everything in between.

While there are numerous “do it yourself” solutions out there, our ideal clients don’t have the time or the expertise to manage a CRM implementation on their own.

We take care of everything from start to finish (including employee training), providing a pain free and profitable experience for our clients.

One size never fits all.  Every business is unique and we take the time within our process to learn about your business and your goals.

We customize every area of our solutions based on your specific needs and requirements.

We drive the project from start to finish and work with you to determine the right approach to complete discovery, system testing and employee training.

We effectively utilize technology to engage with you throughout the process, without the need to physically travel to your location.

Some clients prefer physical presence of our team during the process.  Although travel is not required, it is occasionally necessary.  Additional fees apply when travel is required.