About Us

Operations, CRM, and Email System Consultants

We support organizations of all sizes - from small to global enterprises. Our team specializes in email system and process training, CRM implementations, troubleshooting adoption barriers, and facilitating change management to minimize operational challenges and maximize investment.

Our approach puts time and money back into your budget.

We are the partner you call when you want the work done right. Every CRM and Google Workspace solution we craft is built to scale as your needs evolve, achieve your goals, and support enthusiastic system adoption.

20+ years as the trusted technical advisor to some of the world’s most impactful organizations.

Expert CRM Consultants

Our certified administrators architect and implement tailored CRM implementation solutions that fit each client’s unique business goals and challenges. Our product knowledge and years of experience enable us to ensure seamless integration with existing systems, smooth launch, and high user adoption.

Hands-on Google Workspace Specialists

We save time and money by creating cost-effective Google Workspace implementation plans. Our approach always includes our signature tailored approach, consulting, build-out, training, and support. We don’t walk away until everyone is up and running in your new system.

Our Commitment

  • Operate with Integrity: We commit to being transparent about pricing, activities, and every aspect of your project. Building a strong and trusted relationship is essential to us.

  • Confidentiality and Data Security: Your data and information are safe with us. We follow industry best practices for security to protect your business information. 

  • System and Process Setup As Agreed: We ensure that all implemented systems and integrations function as expected. If any setup issues arise within the first 30 days, we will fix them.

  • Fast Track Results: We minimize your business's downtime and deliver visible improvements in client engagement, sales tracking, and business processes within the first thirty days. Our goal is to free up your time so you can focus on growing revenue and scaling your business.

Let’s Strategize!

Free 25-minute Strategy Session

Whether you need assistance setting up or optimizing Google Workspace, or need a streamlined system to manage your sales leads, we're here to help. Book your 25-minute strategy session today, and let us give you back time to focus on your business.

Client Testimonials

  • " It's been 2 years since Devan helped us and our clients have remarked on how much they appreciate how easy it is to move through our systems. Devan went beyond the call of duty and I am grateful for it. In 2024, we will be working with Devan again to refine our Dubsado efforts. Technology moves so fast and I know Devan will set us up for success! I cannot wait to see where those shifts take my firm."

    Alison McNeil 

    Chief Creative Officer, McNeil Creative Enterprises

  • "Devan has an incredible understanding of the nuances of Salesforce and other CRM’s and the ability to interpret and implement complex organizational operational elements within CRM’s and other back-office solutions."

    Scott Honse
    Global IT Director, World Resources Institute

  • "Devan was instrumental in helping me research and select a CRM, and then was able to implement it with a fairly complicated setup and lots of customization specific to my business' workflow. I would never have been able to get all of that work done without Devan, and being able to use a customized CRM has made my business run more smoothly and helped keep things on track. "

    Lisa M. Keyser

    Owner/Principal, LMK Web Service