CRM Professional Services

We support all major CRM platforms including Salesforce, HubSpot, Zoho CRM, Pipedrive, Microsoft Dynamics 365, Freshsales, SugarCRM, Insightly, Copper, Monday CRM, and Keap. Our deepest expertise is in Salesforce and HubSpot, where we hold active certifications and have completed the most implementations. For less common platforms, we evaluate feasibility during the initial consultation.

Setup is for teams launching a new CRM or fixing a misconfigured one. Integration is for connecting your CRM to other tools in your tech stack. Migration is for moving data and workflows from one CRM to another. Many clients need a combination. For example, a migration to a new platform often includes setup and integration work. We scope everything together during the initial consultation so you get a single plan and price.

Yes. Every engagement includes a 30-day hypercare period after go-live. Beyond that, we offer monthly support retainers covering ongoing optimization, new feature requests, platform update management, additional training, and priority issue resolution. Support retainers are flexible and scale with your needs. Most clients maintain support for at least 12 months to ensure continuous improvement and platform adoption.

All project work is fixed-price. After a discovery or audit phase, we deliver a detailed scope document and a fixed-price proposal that covers every deliverable. You approve the price before work begins and that price does not change. Ongoing support retainers are billed monthly at a flat rate. We do not bill hourly for any engagement type because hourly billing creates unpredictable costs and misaligned incentives.

Yes. Our platform selection consulting evaluates your team size, industry requirements, integration needs, budget, technical capacity, and growth trajectory against the capabilities of each major CRM. Because we implement all platforms, our recommendations are genuinely vendor-neutral. We present the pros, cons, and pricing of each viable option so you can make an informed decision with confidence.

Timelines vary by service type and scope. Basic CRM setups take two to four weeks. Standard implementations take four to six weeks. Complex enterprise projects take six to twelve weeks. Integrations range from one day for simple app installs to four weeks for custom API builds. Migrations take two to eight weeks depending on data volume and complexity. We provide exact timelines during the proposal phase so you can plan accordingly.

We work with organizations of all sizes, from five-person startups launching their first CRM to enterprise teams with hundreds of users and complex multi-system environments. Our methodology scales to match project complexity. Smaller engagements move faster with fewer stakeholders, while enterprise projects include more detailed planning, governance, and change management. The quality standard and deliverable completeness is the same regardless of company size.

Start with a free consultation. We discuss your current situation, goals, and requirements in a 30-minute call. From there, we recommend the appropriate service, provide a preliminary scope estimate, and if you want to proceed, begin the formal discovery or audit phase. There is no commitment until you approve a fixed-price proposal. The consultation itself is completely free and gives you a clear picture of what the engagement would look like.