Independent CRM Consulting

You don't need a software recommendation from a salesperson. You need someone who understands your processes and recommends the system that fits you - not the one with the highest commission.

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Sound Familiar?

The Wrong System

You bought a CRM that looked perfect on paper. Now you realize: It doesn't fit your processes. Too complex, too rigid, too expensive.

The Vendor's Recommendation

The vendor recommended their system to you. Surprise: They always recommend their system. Whether it fits you was secondary.

The Feature Trap

You chose the system with the most features. Now you use 10% of them - and pay for 100%.

The Scaling Question

Your company is growing. But will your CRM grow with it? Or will you be back at square one in two years?

What If You Knew Which System Fits Before You Buy?

That's exactly what CRM consulting is: Before you invest, we analyze your requirements together, compare the options, and develop a roadmap - so you make the right decision. We're a HubSpot Partner, but we provide vendor-independent consulting. If another system is a better fit for you, we'll say so. Our goal is your success, not our commission.

What You Can Expect from Our CRM Consulting

1

Requirements Analysis

We understand your business first: How does your sales team work? Which processes need to be mapped? Where are the bottlenecks? Which integrations are necessary?

2

Neutral System Comparison

Based on your requirements, we compare the relevant systems - honestly and without a sales agenda. You get a solid foundation for your decision.

3

Strategic Roadmap

You get more than a recommendation - you get a plan: What first, what later, which resources, what timeline, what budget.

4

Cost-Benefit Assessment

We crunch the numbers with you: What does implementation cost? What about ongoing operations? When does the investment pay off? No hidden costs, no surprises.

5

Decision Support

You make the decision - but not alone. We guide you through to signing and are available for questions.

How the Consulting Process Works

1

Potential Analysis

Focused conversation + written report. In 35 minutes, we understand your situation and provide initial assessments.

$499 (regularly $990) - fully credited if we work together 2
2

Deep Dive Analysis

Detailed process analysis, stakeholder interviews, requirements documentation.

3

System Comparison

Honest evaluation of relevant CRM systems based on your criteria.

4

Recommendation & Roadmap

Clear recommendation with rationale, timeline, and budget.

Ideal for you if:

  • ✓ You're facing CRM selection and don't want to make the wrong choice
  • ✓ You have a CRM but it's not working as hoped
  • ✓ Your company is growing and you need a system that scales
  • ✓ You want a neutral opinion, not a salesperson
  • ✓ Your team has 20-500 employees and at least 5 people in sales

Less suitable if:

  • ✗ You've already decided and just need implementation (-> CRM Implementation)
  • ✗ You need ongoing operational support (-> Sales Operations)
  • ✗ Your company has fewer than 10 employees

What Does CRM Consulting Cost?

ServiceDescriptionPrice
Potential Analysis5 min conversation + written report499 (regularly $990) - fully credited if we work together
Hourly ConsultingStrategic consulting, process analysis$150/hour
Consulting ProjectsRequirements analysis, system comparison, roadmapCustom quote

All prices excluding tax. For US businesses, standard tax rules apply (CCPA compliant).

Frequently Asked Questions

The Potential Analysis takes 35 minutes plus the written report. A complete consulting project with requirements analysis, system comparison, and roadmap typically takes 2-4 weeks.
No. We're a HubSpot Partner, but we provide vendor-independent consulting. If another system is a better fit for you, we'll recommend that.
Then we can handle the implementation - or you do it yourself or with another partner. Consulting is separate from implementation.
Yes, if you're unhappy or growing. We analyze whether optimization is enough or if switching makes sense.
Via video conferencing. We work with clients across North America and Europe.
Yes, 100%. If we work together after the Potential Analysis, the full amount is credited toward your project.

Ready for Clarity on CRM Selection?

Book your Potential Analysis. In 35 minutes, you'll know where you stand and what your options are.

No risk: Fully credited if we work together.