Choose the Plan of Work that Fits Your Needs

First Plan’s modular approach to CRM development lets you start quickly, focusing on your highest priority gains, without losing sight of long term goals and requirements.

CRM Discovery Workshop

Want to learn what advantages more effective CRM can provide your organization?  Our team will conduct an on-site review of your organization’s current CRM software and operations.  Using key performance indicators for marketing, sales and customer services as baselines, we will show you the gains possible.  Learn more about our Discovery Workshop here.

Fast Track

For companies that need a shared contact and activity management system immediately, we offer our Fast Track program. Fast Track will put your team into a high performance, shared CRM system, geared to your specific needs and budget, in two weeks. After you’ve learned the basics, we will help you leverage the system features for maximum value.

CRM Project Revival

Unfortunately, not all CRM initiatives are successful.  If you have experienced poor user adoption and disappointing results from a previous CRM implementation, let us help you leverage the investment you’ve already made and revive your CRM system to exceed your original goals.

System Upgrade

If your company has outgrown the capabilities of your current CRM software, First Plan will help you evaluate the CRM software options best suited to your needs and assist with all aspects of System Upgrade, Data Migration and User Adoption.

CRM Framework

If you want to build a foundation for long term CRM excellence for your growing company.

Please contact us today to discuss your needs and goals.


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