BroadPoint
BroadPoint is a Bethesda, Maryland IT services firm implementing Microsoft Dynamics 365, Oracle NetSuite, and Azure-based cloud ERP, CRM, and analytics solutions for midmarket and emerging enterprise clients across professional services, distribution, manufacturing, field services, cannabis, and agribusiness verticals.
- Company typePrivate
- Founded2001
- HeadquartersBethesda, United States
- Headcount51–100
- GTM typeB2B
- OfferingServices
What BroadPoint does
BroadPoint is a US-based information technology services firm, founded in 2001 and headquartered in Bethesda, Maryland, with 51–100 employees. It positions itself as a Microsoft Solutions Partner and Oracle NetSuite partner delivering cloud ERP, CRM, and business productivity implementations to midmarket and emerging enterprise buyers, claiming more than 30 years of operating history. Its core technology stack is built on Microsoft Dynamics 365 (Finance, Business Central, Sales, Customer Service, Customer Insights, Field Service, Project Operations, Supply Chain Management), Oracle NetSuite ERP, Microsoft 365, the Power Platform (Power Apps, Power Automate, Power BI, Power Pages, Copilot Studio), and the broader Microsoft Azure data and infrastructure portfolio.
The company delivers its offerings through a quote-based consulting engagement model typical of midmarket ERP/CRM system integrators, with revenue mechanics driven by implementation services, managed support, and Microsoft CSP licensing residuals (the firm holds Direct CSP Tier 1 and Indirect CSP Distributor authorizations). It supplements pure reselling with proprietary IP — AXIO, Velosio Insights, Velosio Express, Velosio Pay, Advanced Projects, and the SilverLeaf vertical solutions for Cannabis and Horticulture — and targets a vertical segmentation spanning Professional Services, Distribution, Manufacturing, Field Services, Cannabis, and Agribusiness. Demand is overwhelmingly referral-driven, with the company stating that over 80% of new business originates from existing clients and partners. Named customer logos span more than 20 companies across medical devices, industrial supply, real estate, consulting, government, banking, construction, distribution, and SMB services, indicating a distributed book of business with no dominant anchor account. Leadership disclosed in the source data is limited to Chip Russell, CFO.
BroadPoint firmographics
Firmographics- Name
- BroadPoint
- Legal name
- Velosio
- Website
- https://broadpoint.net
- Company type
- Private
- Founded year
- 2001
- Operating status
- Operating
- Headcount range
- 51–100 employees
- Short description
- BroadPoint is a Bethesda, Maryland IT services firm implementing Microsoft Dynamics 365, Oracle NetSuite, and Azure-based cloud ERP, CRM, and analytics solutions for midmarket and emerging enterprise clients across professional services, distribution, manufacturing, field services, cannabis, and agribusiness verticals.
- Ownership category
- akta.pro rank
BroadPoint industry classification
Industry- Product category
- ERP and CRM Implementation Services
- NAICS
- Custom Computer Programming Services (541511), Other Computer Related Services (541519), Administrative Management and General Management Consulting Services (541611)
- SIC
- Services-Computer Programming, Data Processing, Etc. (7370), Services-Management Consulting Services (8742)
- akta.pro primary industry
- ERP, CRM & Enterprise Applications Consulting (BPAHAEAI)
- akta.pro secondary industries
- Data, Analytics & AI Consulting (BPAHAEAF), Integration, API & Middleware Consulting (BPAHAEAJ), Data Platform (Unified Data & Analytics) Suites (HDAEABAD)
Keywords
Where BroadPoint is headquartered
LocationHeadquarters
- HQ city
- Bethesda
- HQ country
- United States
- HQ region
- North America
Markets served
BroadPoint business model
Business model- GTM type
- B2B
- Offering type
- Services
- Cost components
- Personnel, Technology or R&D, Operations, Marketing or Sales, Infrastructure
Distribution channels1 record
Marketing channels5 records
BroadPoint product offering
Product offeringCore offering
BroadPoint is an information technology consulting and implementation services company that helps midmarket and emerging enterprise organizations modernize their operations through Microsoft Dynamics 365, Oracle NetSuite, Microsoft Azure, the Microsoft Power Platform, and Microsoft 365. The company delivers ERP and CRM implementation, cloud migration, data and analytics, application support, and business transformation services, complemented by proprietary accelerators such as AXIO and industry-specific solutions including SilverLeaf for cannabis and horticulture.
Product overview
Velosio is a Microsoft Solutions Partner and Oracle NetSuite Partner offering a comprehensive portfolio of cloud-based ERP, CRM, and productivity solutions tailored for midmarket and emerging enterprise companies. The core product offerings center on Microsoft Dynamics 365 (including Dynamics 365 Finance, Dynamics 365 Business Central, Dynamics 365 Sales, Dynamics 365 Customer Service, Dynamics 365 Field Service, Dynamics 365 Project Operations, and Dynamics 365 Supply Chain Management) and Oracle NetSuite ERP as primary cloud ERP platforms. The company also resells the full Microsoft Power Platform (Power Apps, Power Automate, Power BI, Power Pages, Copilot Studio) for low-code development and automation, Microsoft 365 productivity tools (Teams, OneDrive, SharePoint, Viva), and Azure cloud services for data analytics, AI/ML, and infrastructure. Industry-specific solutions include SilverLeaf for Horticulture and Cannabis built on Dynamics 365 Business Central, and Advanced Projects for project-focused organizations. Velosio differentiates through proprietary IP (AXIO, Velosio Insights, Velosio Express, Velosio Pay) and specialized consulting services spanning ERP implementation, CRM implementation, data & analytics, cloud infrastructure, and business transformation.
Differentiator
Problem solved
Functional benefit
Brands
- Velosio Insights: Data analytics and business intelligence offering from Velosio.
- Velosio Express
- Velosio Pay
Products and services
- ERP Implementation Services End-to-end consulting, configuration, and deployment of enterprise resource planning systems (Microsoft Dynamics 365 Finance/Supply Chain/Business Central and Oracle NetSuite) for midmarket and emerging enterprise companies modernizing financial, operational, and supply chain processes.
- CRM Implementation Services Deployment and configuration of Microsoft Dynamics 365 Customer Engagement (Sales, Customer Service, Field Service, Marketing, Project Operations) modules tailored to sales, service, and field operations teams.
- AXIO (Proprietary IP Solution) A proprietary BroadPoint intellectual-property solution for project-based and professional services organizations built on Microsoft Dynamics 365, providing project accounting, resource management, and project-driven financial operations.
- SilverLeaf for Horticulture Industry-specific Microsoft Dynamics 365 Business Central solution tailored to horticulture, nursery, and agribusiness operations, providing inventory, propagation, and grower-specific workflows.
- SilverLeaf for Cannabis Microsoft Dynamics 365 Business Central solution tailored for licensed cannabis operators, addressing seed-to-sale traceability, regulatory compliance, and multi-state inventory management.
- Advanced Projects for D365 Business Central Project management and accounting add-on solution for Microsoft Dynamics 365 Business Central that enables project-driven organizations to manage budgets, billing, and resource utilization.
- Data and Analytics Services Consulting and implementation services for Microsoft Power BI, Azure Synapse, Microsoft Fabric, and AI/ML platforms to deliver reporting, dashboards, and advanced analytics for operational decision-making.
- Cloud Infrastructure Services Microsoft Azure cloud architecture, migration, security, and managed-infrastructure services for organizations moving workloads from on-premises to Azure.
- Business Transformation Consulting Strategy and change-management consulting to align people, processes, and technology around ERP/CRM modernization initiatives.
- Application Support and Project Recovery Ongoing managed support, troubleshooting, optimization, and recovery services for troubled Microsoft Dynamics, NetSuite, and adjacent enterprise application deployments.
- Digital Workplace Services Deployment, integration, and adoption services for Microsoft 365, Teams, SharePoint, and Power Platform to enable modern collaboration, intranet, and employee-experience scenarios.
- Software Integration Services Integration of ERP, CRM, payroll, payment, and third-party applications using APIs, custom connectors, and middleware to ensure data flow across the technology stack.
Quantifiable outcome
- Over 80% of business comes from client and partner referrals
Companies that use BroadPoint
Customer profileNamed customers22 records
Segments7 records
Ideal customer profiles1 record
BroadPoint technology and API
TechnologyTechnology focussed Yes
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Integration35 records
AI capability9 records
BroadPoint partnerships and signals
Strategic signalPartnerships
Five partnerships are on record, tiered core and minor.
- MicrosoftcorePremier Microsoft Solutions Partner with designations in Business Applications, Modern Work, Data & AI, Digital & App Innovation, Infrastructure, and Security. Direct CSP Tier 1, Indirect CSP Distributor, FastTrack Priority Partner for D365, Copilot Jumpstart Ready Partner.
- Oracle NetSuitecoreAuthorized NetSuite ERP partner offering NetSuite implementation and support services, including NetSuite Paycor Integration.
- Microsoft AzurecoreAzure cloud infrastructure partner offering Azure Monitor, Azure Arc, Azure Functions, Azure Virtual Machines, Azure Databricks, Azure Data Factory, Azure Machine Learning, Azure Synapse Analytics, Microsoft Fabric, Microsoft Purview, and cloud migration services.
- Microsoft 365/Power PlatformcoreMicrosoft 365 and Power Platform partner offering Copilot Studio, Power Apps, Power Automate, Power BI, Power Pages implementation and support.
- Stratos Cloud AllianceminorChannel partner within the Stratos Cloud Alliance network for cloud solutions distribution.
Scale indicators2 records
Recent moves5 records
Expansion highlights5 records
BroadPoint competitors and assessment
Company assessmentBroad incumbents
- Avanade: Avanade is a Microsoft-focused global consulting joint venture between Accenture and Microsoft, delivering Dynamics 365, Azure, and Microsoft 365 services at enterprise scale. Broad incumbent: offers overlapping Dynamics implementation services but with vastly greater scale, global delivery, and Microsoft-aligned resources.
- RSM US: RSM US is a large global professional services firm with a significant Microsoft Dynamics 365 and NetSuite practice serving midmarket enterprises. Broad incumbent: it offers the same ERP/CRM implementation services but as part of a much larger audit, tax, and consulting portfolio with greater geographic reach.
- Forvis (formerly BKD): Forvis is a top-10 US accounting and consulting firm with a Dynamics 365 ERP advisory practice targeting midmarket companies. Broad incumbent because the same Microsoft-led ERP/CRM consulting capability is delivered as part of a broader assurance, tax, and advisory platform.
- Crowe: Crowe is a major accounting and consulting firm operating a Microsoft Dynamics 365 practice focused on midmarket ERP modernization. Broad incumbent: directly competes for Dynamics implementations but bundles them into a much larger advisory, tax, and audit service portfolio.
Direct peers
- JourneyTEAM: JourneyTEAM is a Microsoft Dynamics 365 Gold Partner delivering ERP, CRM, and Power Platform implementations to midmarket customers. Direct peer status is justified by identical Microsoft-anchored technology stack, similar customer size tier, and competing Microsoft solutions-partner designations.
- Western Computer: Western Computer is a Microsoft Dynamics 365 partner specializing in ERP and CRM implementations for midmarket and enterprise clients. Direct peer due to identical product focus, Microsoft partnership tiering, and overlapping customer base across distribution and manufacturing verticals.
- AlfaPeople: AlfaPeople is a global Microsoft Dynamics 365 partner providing ERP and CRM implementation services to midmarket and enterprise customers across multiple regions. Direct peer due to identical Microsoft-centric ERP/CRM delivery model and overlapping midmarket customer profile.
- Sikich: Sikich is a closely comparable midmarket-focused technology and consulting firm offering Microsoft Dynamics 365 and NetSuite implementation services alongside broader advisory. It is a direct peer given overlapping Microsoft partnership tiers, midmarket customer profile, and ERP/CRM consulting-led business model.
- Hitachi Solutions: Hitachi Solutions is a global Microsoft Dynamics partner providing ERP and CRM implementation services across multiple industries. Direct peer because it competes for the same Microsoft co-sell leads, targets overlapping midmarket/enterprise customers, and shares the same Microsoft partner designations.
- NetSuite Partners (e.g., Cargas, Traject): Cargas is a NetSuite ERP and CRM implementation partner focused on midmarket distribution, manufacturing, and service organizations. Direct peer given the shared NetSuite implementation business, overlapping vertical focus, and similar customer size tier.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat5 records
Key risks1 record
Key highlights1 record
Customer concentration
BroadPoint social profiles
Digital presenceBroadPoint compliance and trust
Trust signalCompliance11 records
BroadPoint financial estimates
Financial estimateRevenue estimate
Valuation estimate
BroadPoint leadership team
Management profileNumber of profiles
Profiles1 record
BroadPoint funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
BroadPoint M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about BroadPoint
What does BroadPoint do?
BroadPoint is an information technology consulting and implementation services company that helps midmarket and emerging enterprise organizations modernize their operations through Microsoft Dynamics 365, Oracle NetSuite, Microsoft Azure, the Microsoft Power Platform, and Microsoft 365. The company delivers ERP and CRM implementation, cloud migration, data and analytics, application support, and business transformation services, complemented by proprietary accelerators such as AXIO and industry-specific solutions including SilverLeaf for cannabis and horticulture.
Is BroadPoint a public or private company?
BroadPoint is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was BroadPoint founded?
BroadPoint was founded in 2001. It employs 51 to 100 people.
Where is BroadPoint based?
BroadPoint is headquartered in Bethesda, United States, in the North America region.
Who are BroadPoint's main competitors?
Broad incumbents on record are Avanade, RSM US, Forvis (formerly BKD) and Crowe. Direct peers are JourneyTEAM, Western Computer, AlfaPeople, Sikich, Hitachi Solutions and NetSuite Partners (e.g., Cargas, Traject).
Does BroadPoint have an API?
No public API is recorded for BroadPoint.
What industry is BroadPoint in?
BroadPoint's product category is ERP and CRM Implementation Services. Its primary akta.pro industry code is BPAHAEAI, ERP, CRM & Enterprise Applications Consulting, with a secondary code of BPAHAEAF, Data, Analytics & AI Consulting. Its NAICS code is 541511 and its SIC code is 7370.