The Agate Group

The Agate Group Deliveries customized salesforce configuration, web app integration, software development, and ERP software integrations. In practice that means keeping every contact, deal and follow-up in one place so nothing slips.

It makes the most sense for sales teams and founders who are tired of spreadsheets. Alongside the main category they mention CRM, Information Services, Training and Web Design. 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 Agate Group is based in Penryn, California. More on theagategroup.com.

Our checklist for this category: pipeline stages, email sync, mobile app, and what reporting costs extra. A short pilot with your real data tells you more than any demo.

If you have worked with The Agate Group, tell the next buyer what you paid and what surprised you. That is the part of this page we cannot write.