First Plan has focused on customer relationship management for over 18 years and we have in depth experience with all leading CRM technology.

Starting with DOS based contact managers like ACT, TeleMagic and Goldmine, we have invested tremendous time and effort to stay current with industry leaders like Microsoft CRM, Saleslogix and Salesforce.com.

Our roster of Technology Partners is a definitive Who’s Who of CRM software (including SFDC).  First Plan is Partner Certified with all these solution providers and we can provide knowledgable guidance regarding the tools best suited to your specific requirements.

Please contact us to discuss you needs and goals.