Services Offered

Project-Based

Ideal for clients looking for a structured approach to specific CRM challenges, this package ensures that your needs are meticulously planned and executed from start to finish.

Scope and Quote: Define the scope and choose between a flat fee or hourly rate pricing model.
Regular Updates to stay in the loop on progress and blockers.
Final Deliverables include
- Project plan reviewed with client prior to build
- Release notes
- Optional demos and training sessions

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Ad-Hoc

Designed for flexibility, this package is perfect for ongoing support, minor enhancements, or troubleshooting. Use consulting hours as needed across a wide range of tasks.

Flexible Hours: Reserve a block of hours that suits your monthly needs and use them for anything!
Only Pay for What You Use: A cost-effective, low-commitment option for maintaining your system.
Monthly Updates summarizing tasks completed and hours used.

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Don't know where to start?

Take advantage of the CRM Selection Advisory service. Setting up your systems is hard, but you don't have to navigate these waters alone. Rely on me as your trusted partner to lead you safely ashore!

Discovery: Walk me through all aspects of your business and operations to define the tech need.
Recommendations: Receive fully documented recommendations to ensure you make a well-informed decision.
Implementation Support: Hand-in-hand support as you implement the systems that will support your business and its growth!

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Why choose Soof?

Extensive CRM Experience

Customized Solutions

Holistic Approach

Comprehensive Partnership

Maximized ROI

Dedicated Long-Term Support

Let's chat.

Get the most out of your CRM with someone who's got the time, knowledge, and motivation to really make it shine.

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