Service 18 · CRM
Most CRMs fail on adoption, not features: the system mirrors a vendor demo instead of your sales motion. We consult, design, build, integrate, and migrate CRM systems on Salesforce, Microsoft Dynamics 365, HubSpot, and Zoho, shaped around your pipeline, your data, and the people who work it daily.
A CRM decision is an architecture decision. We work across Salesforce, Microsoft Dynamics 365, HubSpot, and Zoho, and the recommendation comes from your sales motion, data model, and team, never from a reseller margin. Consulting starts with KPIs and scope: what the system must prove, to whom, by when.
The practice covers seven workstreams: CRM consulting, portal development, application development with custom modules and mobile access, UI/UX design, integration services, migration services, and cloud implementation. One team owns the outcome across all of them, so nothing falls between a strategist and a developer.
The discipline carries 15+ years of platform work across the NMG group, including a Salesforce implementation for Tree House Recovery integrated with CTM and KIPU, alongside the HubSpot practice that runs as its own service on this site.
A CRM that doesn't talk to the rest of the stack becomes a second inbox nobody trusts. We connect ERP, marketing automation, ecommerce, and accounting systems through APIs with data flowing both ways, verified, so the CRM holds the record your team believes.
Portals extend the system to the people outside it: customer portals, partner portals, and self-service views built on the CRM's data with a permissions model to match. Custom modules cover what the platform's defaults don't, quoting flows, service objects, industry fields, without bending your process to fit a template.
Migrations run as a four-stage engineering job: assessment of what exists, cleansing of duplicates and dead records, transformation into the new data model, and validation that every record reconciles source to target. Nobody discovers missing deals a quarter after cutover.
Testing before deployment runs unit, integration, system, and user acceptance passes, and training lands with each team on the workflows they will actually run. Support continues after go-live, because a CRM is never finished, it evolves with the motion it serves.
Regulated industries change the architecture itself. Healthcare builds carry HIPAA obligations, EHR and EMR integration, and patient portals. Fintech needs KYC and AML checks and fraud-detection hooks. Real estate wants listing integration and virtual tours; retail and ecommerce connect POS, loyalty, and personalization data.
We've built against each of these constraint sets, so the compliance questions get asked in discovery, not after an audit.
Scope, sales-motion mapping, and the numbers the system must prove, agreed before any platform call.
Wireframes and clickable prototypes of the screens your team will live in, tested before build.
Database design, API integrations, and workflow and automation rules, under version control.
Unit, integration, system, and user acceptance passes before anyone's pipeline moves in.
Cutover with reconciled data, then training per team on the workflows they run.
The system evolves with your motion: iteration, new modules, and quarterly hygiene.
CRM projects fail on adoption and data trust, so the method front-loads both: KPIs and stage definitions agreed before configuration, prototypes tested with the people who will live in the screens, and a migration that reconciles every record before anyone's pipeline moves. Phase by phase, with an exit that has to be true.
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The stack we run for this
HubSpot
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Looker StudioIt depends on your sales motion, data model, and team. Salesforce for deep customization and enterprise ecosystems, Microsoft Dynamics 365 for organizations already on the Microsoft stack, HubSpot for marketing-led teams that want speed to value, Zoho for cost-efficient breadth. We build on all four, so the recommendation follows your requirements, never a reseller agreement.
Usually a platform, extended. Salesforce, Dynamics 365, HubSpot, and Zoho each cover the core; custom modules, portals, and integrations close the gap to your process. Fully custom builds make sense only when the process is genuinely unique, and we'll tell you which case you're in after discovery.
Yes. Migration runs assessment, cleansing, transformation, and validation, with record counts reconciled source to target before cutover. Duplicates and dead records get cleaned in transit, so the new system starts trusted instead of inheriting years of noise.
ERP, marketing automation, ecommerce platforms, accounting systems, and custom applications, connected through APIs with two-way sync verified. The test is simple: your team should never re-key data a connected system already holds.
Yes. Portals sit on the CRM's data with a permissions model to match: customers see their orders and tickets, partners see their pipeline and materials, and your team stops forwarding spreadsheets.
Constraints enter at discovery. Healthcare implementations account for HIPAA and EHR/EMR integration, fintech for KYC/AML and fraud detection, and access models follow the data-protection rules your industry carries. Compliance is an architecture input, never a patch.
Adjacent disciplines