Our Approach

Streamlined Google Workspace Integrations and CRMs That Improve Business Outcomes

With 20 years of experience, we offer affordable CRM system implementations and Google Workspace configurations, helping you enhance your processes and business. Our team goes beyond simply setting up CRM systems, implementing Google Workspace, or automating tasks—we are dedicated to elevating your business and increasing your revenue.

How We Deliver ?

With our signature Assess, Action, Activate approach, we help you get more customers, increase sales, provide great customer service, and save money by cutting out inefficiencies. This three-step approach removes the guesswork of implementation projects and ensures success every time.

Assess

First, we engage in a strategy session to plan and address your needs. We develop tailored solutions for your business.

Action

Next, we architect your solution while keeping you updated throughout the process. Our goal is to create results with minimal downtime for your business.

Activate

Finally, we implement your solution and support your change. Our solutions always include a minimum of 30 days of technical support.

Our Solutions & Services

We offer a comprehensive suite of service offerings designed to optimize business operations and enhance productivity.

    • Google Workspace Set Up

    • Data Migration From Other Sources

    • Hands-On Training

    • One-Time and Ongoing Support

    • Business Tasks and Process Automation

    • Operations Assessments and Audits

    • Technology Plan Creation

    • Operation Problem Solving Sessions

    • Ongoing Technology Support

    • Increase lead to client conversion rate and customer retention rate

    • Hupspot, Dubsado, Capsule CRM System Setup and Support

    • Automate lead and marketing processes

    • Create Forms for websites for lead capturing

Testimonials

  • "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

  • " 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 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