Softech Solutions

What Softech Solutions does

Softech Solutions LLC is a privately held, single-metro business and CRM consulting firm based in Minneapolis-St. Paul, Minnesota. The firm specializes in sales process re-engineering around the Act! by Sage CRM platform, alongside QuoteWerks quoting software and QuoteValet electronic document delivery, serving small and mid-sized businesses in industries such as healthcare equipment sales and training/education. Service offerings extend beyond CRM implementation into business analytics and reporting, marketing and campaign services, payment processing and merchant services, and cloud-hosted desktop virtualization.

Revenue is generated primarily through professional services engagements - consulting, customization, training, and ongoing support - on a consultation-based pricing model with multi-year contracts, supplemented by software reselling of Act!, QuoteWerks, and QuoteValet. Lead generation runs through the company's website (with Zoho Bookings for scheduling), phone and email outreach, content marketing/SEO, social media presence on Facebook/LinkedIn/X/Instagram, and client referrals. Founded around 2006 and operating with 1-10 employees, the firm markets itself as an 18-year specialist in tailored CRM and database solutions rather than a one-size-fits-off-the-shelf implementer.

Name

Softech Solutions

Legal name

Softech Solutions LLC

Website

https://softechsolutionsllc.com

Company type

Private

Founded year

2006

Operating status

Operating

Headcount range

1–10 employees

Short description

Softech Solutions LLC is a privately held Minneapolis-St. Paul business and CRM consulting firm specializing in Act! by Sage CRM implementations, QuoteWerks quoting software, and cloud-hosted application services for small to mid-sized businesses in the Twin Cities metro area.

Ownership category

akta.pro rank

Product category

CRM Consulting Services

NAICS

Management Consulting Services (54161)

SIC

Services-Management Consulting Services (8742)

akta.pro industry

PRIMARYBPAHAEAI

ERP, CRM & Enterprise Applications Consulting

Business & Public Services/Professional Services (Legal, Accounting, Consulting)/Technology & Digital Consulting

SECONDARYBPAFAFAK

Customer Service/Support CRM & Contact Center Platforms

Business & Public Services/Marketing, Advertising & PR Services/Marketing Technology & CRM Services

SECONDARYBPAAACAC

Software/Application Support (SaaS, Enterprise Apps)

Business & Public Services/Administrative & Support Services (BPO, Call Centers, Back Office)/Technical Support & Helpdesk (IT/Device/Product Support)

Keywords

• CRM consulting
• Business consulting
• Sales automation
• Quoting software
• CRM implementation

Headquarters

HQ city

Apple Valley

HQ country

United States

HQ region

North America

Offices2 records

Markets served

GTM type

B2B

Offering type

Services

Cost components

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

Revenue model

1. Business and CRM Consulting Services: Professional consulting services including sales process re-engineering, CRM implementation, customized training, and business strategy development. Revenue generated through service engagements with clients.

Pricing tiers

Go-to-market motion1 record

Distribution channels2 records

Marketing channels5 records

Core offering

Softech Solutions provides business and CRM consulting services for small to mid-sized businesses, specializing in the implementation, customization, and training of Act! by Sage CRM software and QuoteWerks quoting software. They also offer business analytics, marketing campaign services, payment processing, and cloud-hosted application solutions as part of an integrated practice serving the Minneapolis-St. Paul market.

Product overview

Softech Solutions offers a unified portfolio combining third-party CRM and business software products with professional consulting services. The core product lineup centers on Act! Premium (Cloud and Desktop) as the primary CRM platform, supplemented by QuoteWerks for quote-to-order workflows and QuoteValet for electronic document delivery. These products are complemented by professional services including business analytics, marketing campaigns, payment processing, and cloud hosting. The company positions itself as a full-service business and CRM consulting firm with over 18 years of experience helping clients implement and customize these software solutions.

Differentiator

Problem solved

Functional benefit

Products and services

• Act! Premium Cloud and Desktop Contact and customer relationship management (CRM) system offered in cloud and desktop editions, used by over 2.8 million business professionals; Softech Solutions specializes in implementing and customizing Act! for SMB clients to streamline sales processes.
• QuoteWerks Quoting software that integrates with existing CRM and accounting systems to centralize data, eliminate costly mistakes, and save time and money; resold and implemented by Softech Solutions as an authorized reseller.
• QuoteValet Electronic document delivery and signature collection add-on for QuoteWerks that enables quote presentation directly to customers; integrated with QuoteWerks and CRM systems.
• Business Analytics, Intelligence and Data Analysis Consulting service that designs reports and data analysis options to help businesses understand their data and make informed decisions.
• Marketing & Campaign Services Marketing strategy services including social media marketing, email marketing, and campaign management designed to help SMB clients grow.
• Payment Processing & Merchant Services Payment processing solutions for businesses to accept and manage customer payments, offered as part of Softech's integrated business services portfolio.
• Hosted Applications (Cloud Desktop Virtualization) Cloud-based desktop virtualization service that hosts software applications, email, and data, allowing end users access from any device with simplified IT and enhanced security.

Named customers2 records

Segments1 record

Ideal customer profiles1 record

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature4 records

Partnerships

Two partnerships are on record, tiered core.

• Act! by SagecoreTechnology or IntegrationPrimary technology partner and platform specialization. Softech Solutions specializes in sales process re-engineering using Act!, the #1 selling contact and customer management system. They are Act! specialists providing implementation, customization, and training services for Act! CRM solutions.
• QuoteWerkscoreTechnology or IntegrationAuthorized QuoteWerks reseller providing implementation and integration services. QuoteWerks is a quoting software solution that bridges CRM and accounting systems, which Softech Solutions implements and supports for their clients.

Scale indicators2 records

Recent moves6 records

Expansion highlights4 records

Direct peers

• Conga (formerly Apttus): A Configure-Price-Quote (CPQ) and document automation platform that competes head-to-head with Softech's QuoteWerks/QuoteValet practice, serving similar mid-market and SMB sales-quote-to-cash needs.
• PROS Holdings: Provides CPQ, pricing optimization, and sales-proposal software to commercial teams—overlapping with Softech's quoting and sales-process re-engineering proposition.
• Silverline (by Vena): A CRM-focused consultancy implementing and customizing platforms for mid-market clients—analogous services model to Softech but with a Salesforce specialization and broader scale.
• SugarCRM: Mid-market CRM platform with a value-added reseller and implementation partner program in the SMB/upper mid-market—the same buyer persona Softech serves with Act!.

Emerging players

• PandaDoc: Cloud-native document workflow and e-signature solution with CPQ-like templates; competes in the SMB quoting/proposal space where Softech bundles QuoteValet and QuoteWerks.

Broad incumbents

• Slalom Consulting: Large technology and management consultancy that delivers CRM, ERP, and analytics implementations for SMB and mid-market clients across the U.S., operating in the same category as Softech at far greater scale.
• Salesforce: Dominant cloud CRM platform whose SMB and mid-market implementations compete with Act!-based consulting practices like Softech, including via Salesforce's own AppExchange partner ecosystem.
• HubSpot: SMB-focused CRM and marketing platform with a global solutions partner program that competes for the same small-business CRM-implementation wallet that Softech services.
• Sage Group: Owner of the Act! CRM product line; as Softech's primary technology partner, Sage's pricing, roadmap, and channel-program decisions directly shape Softech's go-to-market opportunity.
• Zoho Corporation: SMB suite including Zoho CRM and Zoho Bookings (the latter of which Softech already uses) plus a large global consulting-partner network that competes for the same small-business consulting deals.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat4 records

Key risks5 records

Key highlights5 records

Customer concentration

• Xfacebook.com/softechsolutionsllc
• Facebookfacebook.com/SoftechSolutionsLLC
• LinkedInlinkedin.com/company/softechsolutionsllc

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 Softech Solutions