CRM & Custom Data Management


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 like Zoho, Hubspot, Pipedrive, Insightly, SalesForce, and more.  

Our services include:

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


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