Scalable CRM & Sales Solutions
Unlock the full potential of your customer relationships with our end-to-end CRM services. We help you select, implement, and optimize CRM systems that centralize customer data, streamline sales and service processes, and personalize engagement at every touchpoint. Whether you're looking to improve lead management, automate workflows, or integrate CRM with your broader tech stack, we design solutions that drive retention, boost productivity, and deliver measurable business impact.
Capabilities and Expertise
One partner for all your CRM and customer service needs
Empowering teams to drive growth and efficiently serve and track customers through various workflows.
CRM Implementation & Integration
Helping you choose the right CRM platform (like Salesforce, HubSpot, Dynamics, etc.) based on your business needs, then configuring and deploying it for immediate value across teams.
Lead & Opportunity Management
Setting up lead tracking, scoring, and automated workflows to move prospects through the sales funnel efficiently—giving sales teams visibility into every stage of the customer journey.
Customer Service Enablement
Equipping support teams with tools for ticketing, knowledge bases, live chat, and case management—ensuring fast, consistent responses and better issue resolution.
360° Customer View
Centralizing customer data across all touchpoints (purchase history, interactions, preferences, service records) to provide a unified profile that drives personalized experiences.
Sales Process Automation
Automating tasks like follow-ups, deal updates, reminders, and quote generation to reduce admin time and allow sales teams to focus on closing more deals.
Email, Call & Communication Tracking
Integrating communication tools so your CRM logs every customer interaction—calls, emails, and meetings—for a complete historical view and informed follow-ups.
Customer Segmentation & Targeting
Organizing customer data to create dynamic segments for more effective sales outreach, upselling, and tailored marketing campaigns.
CRM & Third-Party System Integrations
Connecting your CRM with ERP, eCommerce, marketing automation, and other business systems to streamline operations and keep data in sync across platforms.
Reporting & Performance Dashboards
Building real-time dashboards and detailed reports for sales performance, customer support KPIs, pipeline forecasting, and customer lifetime value—so teams stay aligned and data-driven.
Best in Class Partners
We provide CRM strategy and consultation, focusing on lead management, nurturing, and sales automation. Our services optimize your sales processes and integrate marketing automation, while leveraging data analytics to deliver actionable sales insights.

Wondering what services work best for your business?
We'll provide a comprehensive evaluation to help you select, implement, and adopt the right service for your organization
Success Story
Mattel
Consolidating all customer service functions including pre-sales inquiries, order entry, order servicing, and warranty support.
Scalable Solution
Having the ability to adapt to seasonal fluctuations and expanding to new markets.
Enhanced Customer Servicing
Placing orders on behalf of customers, streamlining the return process, and resolving issues more swiftly.
Operational Efficiences
Having a unified operational system that elevated the efficiency of customer service agents.

As a multi-cloud Salesforce Crest partner, we've demonstrated a high level of excellence and a 5 out of 5-star CSAT score.

Thomas Wagner, VP of Commerce