CRM ADMINISTRATION
CUSTOM SOLUTIONS
Already Have a CRM? We'll Make It Work. Don't Have One? We'll Build You One.
Salesforce, Dynamics 365, or custom-built in SharePoint - we make sure your CRM actually gets used.
Our Specialties:
Expert CRM Administration
Already using Salesforce, Dynamics 365, or another CRM but it's a mess? We clean up permissions, fix broken workflows, train your team, and handle ongoing administration so your CRM actually helps instead of frustrates.
Perfect for: Companies with underutilized CRMs, messy data, or needing ongoing admin support
Typical investment: $500-1,000/month retainer or $750+ project-based
Custom CRM Builds (SharePoint/Google Sites)
Build a CRM Instead of Buying One
Don't need enterprise software? We build custom CRMs in SharePoint or Google Sheets that track customers, deals, and interactions exactly how YOU work - without the $300/month subscription.
Perfect for: Small businesses, delivery operations, service companies under 50 employees
Typical investment: $500-1,500 one-time build
CRM Optimiaztion and Cleanup
Fix Your Broken CRM 3 years of bad data? Fields nobody uses? Workflows that don't work? We audit your current CRM, clean up the mess, and rebuild it to match how your team actually works.
Perfect for: Companies whose CRM has become more burden than benefit
Typical investment: $1,500-3,000 cleanup project
CRM Traning and Adoption
Get Your Team to Actually Use It Built a CRM but nobody uses it? We train your team, simplify processes, and create documentation so adoption goes from 30% to 95%. Perfect for: New CRM implementations, teams resisting the system, low adoption rates Typical investment: $750-1,500 training program
Salesforce, Dynamics, or Custom - We Manage Them All Most businesses either:
- Pay for enterprise CRM they barely use
- Build something custom that falls apart
- Have a CRM nobody wants to touch
We've administered Salesforce, Dynamics 365, and built custom CRMs for companies from 5 to 500 employees. We know when you need enterprise software and when a $1,000 SharePoint build is smarter than a $50K Salesforce implementation.
Former Salesforce Administrator. Current Dynamics 365 administrator. Expert in custom CRM builds.
Not sure what you need? Start with a $750 CRM audit; we'll tell you if you should fix what you have, build something new, or switch platforms entirely.