The CRM Firm

The CRM Firm is a business management consultant that offers salesforce implementations, training, tech support, and creative services. In practice that means managing your IT, from help desk to infrastructure, as an outside partner.

It makes the most sense for small and mid-sized companies. They also list Business Development, Management Consulting, Technical Support and Training, so expect those to show up in the feature set. They are a small team, 11 to 50 people, which usually shapes who they work with. You will probably talk to the people who build it, which is great until you need 24/7 support.

The CRM Firm is based in Broomfield, Colorado and around since 2015. You can read more at thecrmfirm.com.

Things worth asking about: response SLAs, onboarding, and what is billed per hour. Ask for a trial on your own data, not a canned demo.

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