The more information you can provide about your business processes, the better our team will be at helping you. For example, if you want to improve your billing process tell us where you’re having problems right now: is your current system bad at billing for time? is it cumbersome to follow up about every late payment?

If you work at a larger business, selecting software often involves people from several departments agreeing on a decision. Try scheduling a call when your colleagues can be on the line or at least find out about their requirements ahead of time if they won’t be available.

Expect your call to be a one-on-one conversation. Before the call, our team will examine your requirements and research your company and industry. During the call, you’ll describe how your processes currently work and what your goals are. After learning more about your requirements, we’ll recommend software that fits your business and explain why it will work.

No, it’s free. Most business owners are excited to hear about all the ways CRM System can help them with their business. For us, that’s priceless.

Consultation Service typically last about 30 minutes. They can go longer or shorter depending on your needs, but we do our best to make the best use of both our time and yours. If more time is needed, we’ll usually schedule a follow-up call.