Half Solutions in CRM Development

Create More Work, Not Less

    When you’ve set your sights on business improvement, follow through is everything.  First Plan offers full range of CRM services to help you succeed at every stage, from initial planning to implementation and continuing support.

    Whether you need help finding the right software, on-site user training, data migration or contract system administration, we have the skills and experience to meet your needs.

    • System Assessment
    • Software Recomendations
    • Software Upgrades
    • Project Management
    • System Setup & Configuration
    • Opportunity Management
    • Email Marketing
    • Web Site Search Optimization
    • CRM – Accounting System Integration
    • Web Lead Distribution
    • Service Management
    • User Training & Tech Support
    • Custom Reports Development
    • Contract System Administration

    Please Contact Us to discuss your needs and goals.

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