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Implement or maximize technology systems

for greater business success!

You want to keep track of each customer, follow up on each task... on time, and serve your customers with great professionalism.

But without a system, your professionalism (and income!) suffers by missed deadlines, overlooked tasks, and disappointed customers.

A CRM (Customer Relationship Management) system moves your customer relationship tasks out of your head and into an easy-to-use system.

  • Manage leads in one simple system and one convenient location (no more searching your office for that "certain" yellow sticky note with the phone number)
  • Know you're on task every time with every project and every client
  • Automate processes to confidently manage your customers with increased professionalism, customer satisfaction, and customer retention (that means more sales!)
Amy teaching technology class

Our Consulting Services include:

  • Assist you with selecting the best CRM for your business
  • Create and refine business processes
  • Set up and implementation of a CRM system
  • Clean up and import your client and contact lists
  • Automate processes by integrating other technology with your CRM system
  • Train yourself and/or your team and provide ongoing support!
LOOKING FOR SOFTWARE?Download our Free CRM Selection Worksheet!

Now accepting clients anywhere in the United States and other select countries!

We utilize technology that allows us to view each other on camera, share screens, and for us to control your screen (with permission, of course!).

Need help with a CRM system?

Contact us for a FREE phone consultation today!

 CONTACT US

CRM Software

We have worked with the following:

Wise Agent logo
EdwardJones logo
Capsule CRM
Salesforce Logo

We have researched many additional systems and are able to set up and implement nearly any system, as most CRM systems function very similarly.

DENISE ALLAN, OWNER, SIMPLIFY EXPERTS LLC | CRM

Incredibly helpful and patient while teaching us

Amy was incredibly helpful and patient with myself and my team in teaching us the robust offerings or our CRM which she customized for us and then helped us create a stronger client follow up through it. Slam dunk!

Janet Schiesl, Owner, Basic Organization | CRM

Allowed me to jump in with both feet

We adopted Insightly about a year and a half ago. The key for me was to hire Amy Payne to work with me to set it up and then train me and my team. She's a wiz! Working with Amy allowed me to jump in with both feet and use it how I wanted it to work. I even had some else who sells her own CRM comment that I was using Insightly better than anyone else she'd even seen.

Gayla Bell, Owner, GaylaCake | CRM

I didn't hesitate to sign up for a second package

I was drowning. I heard Amy speak at a Small Business Workshop, and I called for a consultation. She had me at "where should we start?". 😊 After the first package of time was up, I didn't hesitate to sign up for a second one. She got us set up with a CRM system, helped me train on QuickBooks, and helped me set up a filing system so I could see my desk again! 

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