Career Profile

Our goal is to take your complex business practices and build them into Act or Zoho CRM. As with any type of software, the key to using Act! or Zoho successfully is finding a consultant who can help you to meet your needs, and who will be there to help you when you run into trouble or have questions. Our expertise goes beyond that of a typical consultant. We understand CRM but more importantly we will work with you to understand your business and make sure you have the best CRM solution for your needs. We specialize in Act & Zoho sales, implementations, consulting, training and conversions. Our president, Karen Fredricks, has written 14 books on various CRM software products and created learning modules for LinkedIn Learning.