The Small Business Partners

Name

The Small Business Partners

Legal name

The Small Business Partners

Website

https://thesmallbusinesspartners.com

Company type

Private

Operating status

Operating

Headcount range

11–50 employees

Short description

The Small Business Partners is a privately held Buffalo, US-based firm described as a CRM consulting provider for small businesses, while its disclosed web products center on login authentication and a "Safe File Manager" file management tool.

Ownership category

akta.pro rank

Product category

Small Business CRM Consulting

NAICS

Management Consulting Services (54161)

SIC

Services-Management Consulting Services (8742)

akta.pro primary industry

CRM Strategy & Consulting (BPAFAFAA)

akta.pro secondary industry

CRM Managed Services & Support (BPAEAGAD)

Keywords

• CRM consulting services
• Small business consulting
• File management software
• Business growth advisory
• Secure file sharing

Headquarters

HQ city

Buffalo

HQ country

United States

HQ region

North America

Markets served

GTM type

B2B

Offering type

Services

Cost components

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

Core offering

The Small Business Partners delivers CRM consulting services designed to drive growth for small businesses, complemented by a proprietary file management platform (Safe File Manager / Pernah Waras File Manager) accessed through a login portal on the company website. The combined offering pairs hands-on advisory work with a secure, easy-to-implement file management utility for small business clients.

Differentiator

Problem solved

Functional benefit

Products and services

• CRM Consulting Services Advisory services that help small businesses implement, optimize, and operationalize CRM systems to support business growth.
• Safe File Manager Secure file management service that enables users to organize and manage business files through a web-based portal, positioned for ease of use and implementation.
• Pernah Waras File Manager File management platform accessed through the Pernah Waras Login portal on the company website, providing secure file management capabilities for small business clients.

Ideal customer profiles1 record

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature1 record

Emerging players

• Bounteous: Bounteous is a digital experience and CRM consultancy with practices in Salesforce, Adobe, and customer data platforms. It overlaps with The Small Business Partners in CRM implementation services for SMB/mid-market clients, though it operates at larger scale and broader scope.
• HubSpot Solutions Partners: The HubSpot Solutions Partner ecosystem comprises hundreds of consultancies certified to implement and customize HubSpot's CRM platform for SMB clients. These partners directly compete with The Small Business Partners in CRM consulting for the SMB segment, often with stronger platform credentials.

Broad incumbents

• Slalom: Slalom is a large management and technology consultancy with a strong CRM/Salesforce practice serving mid-market and enterprise clients. It is comparable to The Small Business Partners as a CRM consulting services provider, but operates at much larger scale across multiple geographies.
• ATG (Cognizant): ATG, now part of Cognizant, is a long-standing Salesforce Summit consulting partner delivering CRM implementation and managed services. It overlaps with The Small Business Partners in CRM consulting services, though at significantly larger scale and broader geographic reach.
• Accenture (Salesforce Business Group): Accenture is a global consulting leader with a dedicated Salesforce Business Group delivering CRM strategy and implementation across industries. It competes broadly with The Small Business Partners for CRM consulting engagements, though its typical engagements are far larger.

Direct peers

• Cultivate Advisors: Cultivate Advisors is a US-based fractional executive and business growth advisory focused on small and mid-sized businesses. It is a direct peer to The Small Business Partners in the SMB consulting space with similar local-market, growth-oriented value proposition.
• Silverline (a Credera company): Silverline is a CRM-focused consultancy specializing in Salesforce implementations and managed services for financial services, healthcare, and other verticals. It directly competes with The Small Business Partners in CRM consulting services, particularly for SMB and mid-market clients.
• Simplus (an Infosys company): Simplus is a Salesforce consulting and managed services partner now part of Infosys, focused on CRM strategy, implementation, and post-go-live support. It overlaps directly with The Small Business Partners' stated CRM consulting value proposition.
• Wipfli: Wipfli is a top-20 US accounting and consulting firm serving mid-market and SMB clients with technology, digital, and CRM advisory practices. It is comparable to The Small Business Partners as a CRM and growth advisory firm targeting smaller businesses outside the Fortune 500.
• Coastal Cloud: Coastal Cloud is a Salesforce Summit-tier consulting partner delivering CRM implementation, integration, and managed services. It is a direct peer to The Small Business Partners in CRM consulting, with comparable SMB/mid-market focus and service-based delivery model.

Market position

Customer concentration

• Facebookfacebook.com/thesmallbusinesspartners

Revenue estimate

Valuation estimate

Number of profiles

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 Small Business Partners