CRM consulting services that fix what’s broken & scale what’s working

Tired of clunky CRMs and messy pipelines? Our CRM consulting services help you optimize, customize, and scale your systems. Backed by experts who can build, fix, and support your CRM fast.

Let's discuss your talent needs

Platform-specific expertise

We work with Salesforce, HubSpot, Zoho, and more. Our CRM consulting services include audits, custom setups, integrations, and automation.

Access to the right team

Our IT staff augmentation model gives you access to CRM developers, admins, and automation specialists from Latin America, so you can easily scale your system.

Automate workflows

We help clean and structure your CRM data, set up dashboards, reporting, and custom fields, and make sure your team can trust what they’re seeing.

Improve data quality and visibility

No need to build a full in-house QA department. Our flexible, cost-effective software testing services scale with your needs.

Connect your tech stack

From email marketing platforms and VoIP tools to billing systems and support software, we help integrate your CRM with the rest of your tools.

Flexible support

Whether you need a one-time audit or an ongoing CRM specialist, we adapt to your goals. You’ll get hands-on help, clear recommendations, and the talent to implement fast.

Challenge

3M HIS expanded their support team to assist German and French-speaking customers and cover holidays, addressing customer service demands effectively.

Collaboration

We leveraged our talent pool and assembled a team of experts whose skillsets fit 3M’s very specific skill and capacity requirements.

Role

Senior IT support specialist

Challenge

A Swiss tech firm sought a dependable partner for agile workload management across diverse projects serving clients from various industries.

* Customer confidential - subject to NDA

Collaboration

For over 7 years we have continuously supported them by allocating our internal resources to projects with a shortage of workforce.

Impact

1 mobile application with web interface for the back-end
2 desktop applications
22 web applications

Challenge

US-based global consulting firm* with 350+ employees urgently needed to fill multiple openings for Data Engineer and Report Writer roles.

* Customer confidential - subject to NDA

Collaboration

In less than two weeks we sourced the candidates from Latin America and provided them to our client under the staff augmentation model.

Roles

Azure Data Engineers
AWS Data Engineers
Snowflake Data Engineers
Data Analysts
Data Specialists

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Qualified technical talent experts

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Technologies coverage

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Countries with talent availability

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Client satisfaction rate

Need help making your CRM actually work?

Talk to our experts

Our CRM consulting services connect you with specialists, developers, and automation experts from Latin America. Whether you need a full rebuild or small fixes, we’ve got the talent to make it happen—fast.

Let's discuss your talent needs Explore candidates

End-to-end CRM optimization
On-demand CRM specialists

People working on their laptop and computer in an office

End-to-end CRM optimization

We don’t just consult—we rebuild, streamline, and scale. Whether you're implementing a new system or untangling a messy setup, our CRM consulting services help you design smarter workflows, automate key processes, and improve team adoption.

In this model, you can expect:

CRM audits, cleanup, and redesign tailored to your workflows
Custom automation for lead routing, follow-ups, and reporting
Platform expertise in Salesforce, HubSpot, Zoho, and more
Integration with marketing, support, and finance tools

Let's discuss your talent needs Discover the benefits

a diverse team of professionals diligently working on computers

On-demand CRM specialists

Need extra help inside your CRM? We provide certified admins, developers, and automation experts who integrate seamlessly with your team and systems—delivering fast, reliable support on your schedule.

In this model, you can expect:

Remote CRM experts from Latin America working in your time zone
Flexible support for one-time projects or ongoing needs
Deep expertise in customizing dashboards, reports, fields, and flows
Quick onboarding and real-time collaboration with internal teams

Let's discuss your talent needs Discover the benefits

Let's discuss your talent needs

Schedule a free consulting session

Pick the best time that fits your availability.

Reserve your spot now

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"They provided top talent which suited the needs of our business."

"The entire recruitment process was efficient and effective."

"Dedication to excellence, quality of talent, and ownership involvement are the pillars that define our partnership."

"Their agility and versatility are most formidable."

Ready to get more from your CRM?

Explore the expertise we offer

Our CRM consulting services help you fix what’s broken, automate what matters, and scale with confidence. Work with qualified CRM experts, developers, and admins from Latin America—on demand.

Let's discuss your talent needs All technologies we work with

Frequently asked questions

If there is any further information you require, please do not hesitate to contact our team, who will be happy to answer any questions you may have.

1. What CRM platforms do you support?

We specialize in Salesforce, HubSpot, Zoho, Pipedrive, and several others. Whether you’re starting fresh or improving an existing setup, we tailor solutions to your chosen platform.

2. Can you help with CRM automation and integrations?

Yes! We help automate lead routing, follow-ups, task creation, and reporting. We also integrate your CRM with tools like Slack, marketing platforms, billing systems, and customer support software.

3. How do I know if I need CRM consulting or just admin support?

If your team is struggling with adoption, workflows feel clunky, or reporting is unclear, you likely need consulting. We’ll assess your system and recommend whether a strategic overhaul or light-touch admin support makes sense.

4. Can I hire a dedicated CRM developer or admin through you?

Absolutely. Our CRM staff augmentation model lets you hire vetted developers, automation experts, or admins from Latin America who plug into your team on a flexible basis.

5. Do you offer support for teams?

Yes. Our CRM consulting services are designed to improve workflows across sales, marketing, and support, so your entire customer journey is streamlined and connected.

CRM consulting services that fix what’s broken & scale what’s working