Customer Data

Whether or not you know the acronym, or whether you realize you have one, every business has a Customer Relationship Management system, or CRM. For some it’s a series of Post-it notes on your monitor; for others it’s sophisticated web-based software takes weeks to learn and costs thousands a month.

Staying in touch with your customers is what makes your business tick. You don’t have to remind us — the only way to stay in business is to remind your customers that you’re there. We have years of experience in supporting multiple CRM systems.

Every CRM has limitations and complexities. Installation, software licenses, and early design mistakes can all be very costly. We’ll guide you through all of it.

We realize any CRM must organize the fundamental structures of business — leads, opportunities, accounts, contacts, payments, campagins — which is why we’re so good at them. We’ve mastered the principles of data relationships long ago and we can teach you.

• Basic, End-user
  • Apple Address Book
  • Outlook
  • Custom Spreadsheet (Excel)
• Specialized
  • AgentOffice (Real Estate Broker)
  • A-BC (Real Estate Law)
• Enterprise
  • FileMaker
  • InfusionSoft
  • Custom Windows App Stack: ASP.net / MS SQL Server Application / Windows Server OS
  • Custom LAMP App Stack: PHP / Apache / MySQL / Linux