We help businesses develop and automate workflows.

Your CRM.  Your way.

An effective CRM requires sound planning, integrations, testing and ongoing management.  We start your project with a review of your workflows, including current and anticipated integrations.

Popular CRM integrations

  • Website lead generation forms
  • VoIP Phone system
  • Live Chat
  • Ecommerce
  • Zoom & Skype
  • Desking/Support solutions
  • Microsoft 365
  • Google Workspace
  • Email process automation
  • Other cloud-based SAAS
  • Custom integrations for your workflow
Services for CRM integrations.
Develop a CRM workflow

Optimizing the workflow

Whether your business sells to consumers or other businesses, proper workflow development is critical to long term success.  Workflows help your team visualize and manage processes more efficiently.  They facilitate success in a work environment that consists of on-site or remote employees.

Our Project Managers can help develop and optimize workflows to best suit the unique needs of your organization or brand.  Your flow.  Your way.

Customer lifecycle

The customer lifecycle and journey are important flows to consider, whether your organization is B2B or B2C.  From the moment a potential lead calls or submits a form on your website, automation should be taking place.  Your optimized CRM should include a customer funnel with automations that trigger actions, leading to converting and keeping customers.

We help our clients stay on target by ensuring their CRM is customer-centric and employee friendly.

Developing a flow for your customer journey and lifecycle
CRM support services

CRM Support

We provide ongoing support for your CRM and integrations.  Retainer-based pricing grants you peace of mind and the ability to budget effectively.

CRM managed support highlights

  • 24-7 support available
  • Integration testing, updating
  • Scheduled audits, reports
  • Customized services based on need
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