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CRM Consulting Service

Sales and Marketing Automation Platforms are fantastic tools that can be indispensable to your business…but only if your employees actually use them. At Shapiro Digital, we are CRM Experts. We understand how to build systems that your employees will use, giving you the information you need to make informed decisions about your business.

Our CRM expert consulting team brings a specialized skill set to your CRM project. Enabling your business to make smart technology investments, improve practices, and save time and money if our goal. We bridge the gap between business needs and technology solutions through open collaboration with our clients.

No one knows your business better than you – so, we don’t expect to pigeonhole you and make you use CRM in a way that doesn’t make sense. Instead, our certified CRM professionals sit down with you in a consulting engagement called a Business Process Analysis in order to really get a “lay of the land.” From that point on, our CRM experts are able to give you a solid plan for moving forward – a technological roadmap to follow. Your plan contains a certified CRM solution, something we can stand behind.

Throughout your project, the agile methodologies we employ help us adapt to you quickly as your business and technology needs evolve – all while ensuring a return on investment. We deliver best-in-class certified CRM customization solutions, and advice you can trust, in a number of functional areas for the best quality CRM support.

Our consulting services include CRM, finance tools and many other apps. Consulting also includes how best to integrate CRM with third-party apps such as QuickBooks, Sage 100 ERP, and many others.

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Is your business operating at its full potential?

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What we can do for you

Sometimes it is difficult to know where to begin when trying to set up the software you need to run your business; CRM, Finance, HR, Marketing…where do you start? We help you save time and money by giving you the advice you need to quickly and properly implement your Zoho Project.


After a deep discovery process where we get to know about your business and your technology needs, we will implement the Zoho Solution that delivers the platform you need to run your business.  From just 1 Zoho application to the over 40 in their business suite, we have the expertise to get you up and running. 


After you are up and running our team of experts will help manage and support your organization’s Zoho platform and provide you with ongoing support and customization to make sure that your technology investment is delivering the results you need, and that your employees are productive.


Our training programs provide your team with the skills necessary to use any Zoho Application. For a training package that suits your organization’s individual needs, we will work with your team to come up with a course that is tailored to your company’s specific training requirements.

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“I'd recommend Shapiro Digital to any SAAS startup looking to expand beyond their referral base.”

- CEO of a high-tech startup