CRM & Client Systems
Select, customize, and integrate a CRM that fits your team. Capture every lead, manage follow ups, and keep a single view of each client with repeatable procedures that can grow with the business.
Make your technology work for your business
Technology should support how you serve clients and run the business. Start by identifying the few tools that will make a real difference. Put clear procedures and simple training in place so people use them the same way. Then connect your website, CRM, automation, and data so information goes where it needs to go.
The result can be straightforward: leads are captured, follow up happens on time, things aren't entered twice, key numbers are easy to see, and client data stays protected. We can design, set up, and implement this with you.
Technology Services to Explore
- CRM strategy and selection
- Setup, migration, and integrations
- Adoption and training for sales and service
- Reporting and client insights
Website & System Integration
Connect the website with the systems that power the business. Make lead capture, scheduling, and email work together so information is not lost and work is not entered twice.
- Lead capture forms and chat connections
- Scheduling, billing, and client portals
- CRM and email connections
- Privacy and security best practices on every connection
Automation & Workflows
Automate routine tasks to save time and reduce errors. Design workflows that keep the team focused and clients informed.
- New client onboarding automation
- Lead follow up reminders and tasks
- Internal process automation
- Low code automation setup and handoff
Data & Dashboards
See what is working and decide faster. Set up simple dashboards for the few metrics that matter and a weekly or monthly review cadence.
- KPI selection and dashboard setup
- Source of truth for client and revenue data
- Real time client and sales tracking
- Marketing analytics and attribution basics
AI for Smarter Work
Use AI in practical ways that fit day to day work. Save time, improve communication, and make better use of your data without adding complexity.
- AI tools for client communication and triage
- Assisted content creation and summaries
- Data cleanup and enrichment
- Custom AI workflows and integrations
Cybersecurity & Risk
Build security into daily operations, not as an add on. Keep client data and business systems safe while people get work done.
- Security audits and essentials
- Access and permission controls and multi factor authentication
- Employee awareness and phishing tests
- Backups, updates, monitoring, and incident readiness
Get More From Your Technology
Technology that supports delivery, growth, and the client experience.
- Capture every lead and prompt timely follow ups
- Avoid double entry and reduce busy work
- Give the team clear procedures and simple training
- See a few key metrics you can trust
- Protect client data as part of daily work
