Installation & Customization

Based on the business priorities you define, First Plan’s certified system developers will setup your CRM software to work the way you want.

Whether you want to automate email marketing campaigns, manage field service technicians or improve sales opportunity management, we can help you leverage your CRM technology to best advantage.  Our services include:

  • Workflow automation
  • Dashboard design and development
  • User and data security configuration
  • Web Lead capture portal setup
  • Customer web portal setup
  • Sales Opportunity & pipeline management
  • Remote & mobile user access
  • Outlook integration
  • Customer support management
  • Management reporting

If your existing CRM system is not working as you need, we can tune it up for better performance. If the time has come to replace your older CRM software with a faster, more powerful solution, we can help with a System Upgrade and Data Migration.

Please Contact Us to discuss your needs.


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