• CRM Customization
  • Project Management Services

Are you a small business looking for a no frills CRM to organize your data?

Why pay $60 per user and $30,000 in consulting fees when you don't need to? There is no one size fits all CRM.

Your Custom Fit

Your Custom Fit

Don't spend $1,000's on customization by consulting firms that seek to bill you at a minimum daily rate and then pair you with junior staff. We educate you so you can make budget-wise decisions.

Focused Discovery

Focused Discovery

Details of scope, budget, and resources, are quickly gathered and summarized for management so solid decisions can be made. Most schedules can be accomplished within a week of initiation.

Herding Cats?

Herding Cats?

Projects need to start with current resources. What are you already spending money on? Can you avoid new development, security risks, or expenses? Are the vendors' claims true, RFP answers correct?

Need project management help but concerned about AB5?

Our firm passes the "Borello test" as we are an established project management firm. Our office is located at Newport Design Center in Newport Beach. We can manage your project and/or be a source of support during vendor interaction. We have other PM clients • Direct PM service provider • Licensed • Separate offices