The CRM Firm

Name

The CRM Firm

Legal name

The CRM Firm

Website

https://thecrmfirm.com

Company type

Private

Founded year

2015

Operating status

Operating

Headcount range

11–50 employees

Ownership category

akta.pro rank

Product category

CRM Consulting Services

NAICS

Management Consulting Services (54161), Custom Computer Programming Services (541511)

SIC

Services-Management Consulting Services (8742)

akta.pro primary industry

CRM Implementation & Customization Services (BPAEAGAC)

akta.pro secondary industries

Industry-Specific CRM (Vertical CRM Suites) (HDAEAFAH), CRM Managed Services & Support (BPAEAGAD), CRM Implementation & Systems Integration (BPAFAFAB), Customer Service/Support CRM & Contact Center Platforms (BPAFAFAK)

Keywords

• Salesforce consulting services
• CRM implementation services
• Business process automation
• Salesforce systems integration
• CRM strategy consulting

Headquarters

HQ city

Broomfield

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Technology or R&D, Marketing or Sales, Operations, Infrastructure

Revenue model

1. Salesforce Consulting Services: Professional services revenue from Salesforce implementations, custom development, systems integration, business process automation, and strategic consulting engagements for enterprise and mid-market clients

Go-to-market motion1 record

Distribution channels2 records

Marketing channels5 records

Core offering

The CRM Firm is a Salesforce Registered Consulting Partner that sells professional services for implementing, customizing, and integrating Salesforce CRM platforms (Sales Cloud, Service Cloud, Financial Services Cloud, Nonprofit Cloud, Marketing Cloud Engagement, Agentforce, Data 360). Core deliverables include full Salesforce implementations, business process automation, systems integration, data migration, health and security assessments, and creative design services tailored to financial services, nonprofit, healthcare, and B2B clients.

Product overview

The CRM Firm is a Salesforce consulting partner offering a portfolio of Salesforce cloud products and implementation services. The core offering includes Salesforce clouds (Financial Services Cloud, Sales Cloud, Service Cloud, Nonprofit Cloud, Marketing Cloud Engagement) plus AI/Data products (Agentforce, Data 360). These Salesforce products are implemented through consulting services including Salesforce Health & Security Check, Business Process Automation, Tech Optimization & Usage Roadmap (TOUR), Salesforce Implementation, ExecATS (applicant tracking), Systems Integration & Development, Data Analysis & Migration, and Creative Strategy & Design. The firm specializes in tailored CRM solutions for financial services, nonprofits, healthcare, and B2B organizations.

Differentiator

Problem solved

Functional benefit

Products and services

• Salesforce Health & Security Check Assessment service that evaluates a client's Salesforce organization health, security posture, and optimization opportunities, providing recommendations for remediation and improvement.
• Business Process Automation Service that automates business workflows and processes within Salesforce using Flow, custom development, and related automation tools to streamline operations.
• Tech Optimization & Usage Roadmap (TOUR) Strategic assessment service that provides a roadmap of recommendations for optimizing Salesforce usage and aligning the technology stack with business objectives.
• Salesforce Implementation Full-service Salesforce implementation engagement covering setup, configuration, customization, and deployment of Salesforce cloud solutions tailored to client business requirements.
• ExecATS Applicant tracking system and recruiting solution built natively on Salesforce for managing hiring workflows, candidate relationships, and recruitment operations.
• Systems Integration & Development Custom development and integration service connecting Salesforce with third-party systems, APIs, and enterprise applications to enable unified data and workflows.
• Data Analysis & Migration Data services including analysis, cleansing, migration, and governance to ensure data quality and successful transitions into or within Salesforce environments.
• Creative Strategy & Design Branding, UX/UI design, and visual design services for Salesforce implementations including custom illustrations, email templates, and Experience Cloud design.

Named customers4 records

Segments4 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration19 records

AI capability7 records

Feature5 records

Partnerships

One partnership is on record.

• FirmWorkscoreTechnology or IntegrationFirmWorks creates innovative Salesforce-native solutions including FirmWorks Files and FirmWorks Geo to enhance native functionality in Salesforce orgs. The CRM Firm co-sponsors events with FirmWorks and develops apps together.

Scale indicators2 records

Recent moves6 records

Expansion highlights6 records

Direct peers

• Slalom: Slalom is a major Salesforce Summit-tier consulting partner with deep implementation practices across industries including financial services and healthcare. It directly competes with The CRM Firm for mid-market and enterprise Salesforce implementation work, with significantly larger scale.
• Simplus (Infosys): Simplus is a Salesforce Platinum (now Summit) consulting partner specializing in CRM implementations, Quote-to-Cash, and industry cloud rollouts, acquired by Infosys. It competes head-to-head with The CRM Firm on Salesforce implementation, managed services, and vertical cloud deployments.
• Silverline: Silverline is a Salesforce consulting firm focused on financial services and healthcare verticals with managed services and AppExchange products — a close analog to The CRM Firm's vertical specialization in Financial Services Cloud and Nonprofit Cloud.
• Sercante: Sercante is a boutique Salesforce Marketing Cloud and Pardot/Account Engagement consultancy that overlaps directly with The CRM Firm's Marketing Cloud Engagement implementation work and mid-market positioning.
• Coastal Cloud: Coastal Cloud is a Salesforce Summit consulting partner offering implementation, managed services, and industry cloud expertise across financial services and other verticals, directly competing with The CRM Firm for similar client profiles and services.
• Western Computer: Western Computer is a Microsoft Dynamics and Salesforce consulting partner specializing in CRM implementations for mid-market and enterprise clients — a comparable boutique-to-mid-size systems integrator competing for similar buyer profiles.

Emerging players

• Girikon: Girikon is a Salesforce consulting partner providing implementation, integration, and managed services across Sales/Service Cloud and AppExchange apps — a comparable mid-sized consulting peer to The CRM Firm.
• Absyz: Absyz is a Salesforce consulting and AppExchange product development firm offering implementation, customization, and managed services — closely comparable to The CRM Firm's implementation + ExecATS-style proprietary build pattern.

Broad incumbents

• Persistent Systems: Persistent Systems is a large global IT services firm with a sizable Salesforce practice serving financial services and healthcare — competes with The CRM Firm on enterprise Salesforce implementations but at much larger scale and with broader delivery capabilities.
• Accenture (Salesforce Business Group): Accenture operates one of the largest Salesforce Global Strategic Partner practices, often winning enterprise-scale engagements that CRMF targets. Competes with The CRM Firm on large Financial Services Cloud and cross-cloud transformations.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks5 records

Key highlights6 records

Customer concentration

• Xtwitter.com/thecrmfirm
• LinkedInlinkedin.com/company/the-crm-firm

Compliance2 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles2 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about The CRM Firm