CRM & Custom Data Management

Philadelphia CRM Consultant building database

CRM SYSTEMS


The ability to record, segment, and automate customer data is absolutely essential for every business.  CRM systems help organize your data to make these workflows efficient.  

We build custom CRM systems and relational databases, as well as help our clients utilize one of the many SAAS platforms available in the marketplace.  


Our CRM support services include:

  • Database/ Schema Setup
  • Users Setup
  • Custom Field Creation
  • Custom Table Creation
  • Table Relationships
  • Custom Data Views, Reports
  • Data Exports
  • Importing / Migrating Existing Customer Data
  • Integrations with Email Services like Mail Chimp, Constant Contact, MyEmma, SendInBlue, Mailster, Active Campaign, and more
  • Data Enhancement / Data Appending
  • List Procurement 
  • List Cleansing (Cleaning Existing Data For Import)

CRM Platforms We Support

  • Active Campaign
  • Hubspot
  • Zoho
  • Pipedrive
  • Insightly
  • SalesForce
  • & More

Philadelphia CRM Consultant database diagram

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