Blue Owl Consulting

Blue Owl Consulting provides CRM, sales operations, and data administration consulting for finance industry clients. The job it does: building software for you when nothing off the shelf fits.

It makes the most sense for companies with a specific process to automate. Alongside the main category they mention CRM and Data Management. As a very small company team themselves (1 to 10 people), they tend to serve customers of a similar scale best. You will probably talk to the people who build it, which is great until you need 24/7 support.

Blue Owl Consulting is based in New York, New York. You can read more at blueowlcrm.com.

Our checklist for this category: portfolio relevance, who owns the code, and how they handle changes. Ask for a trial on your own data, not a canned demo.

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