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CRM EXPERTS

Independent CRM Consulting Firm for B2B and High-ticket B2C businesses

We’re a small CRM advisory firm and trusted consultant to business owners, entrepreneurs, and managers who want systems that fit their company and align with how they do business.

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Salesforce Certified Administrator Salesforce Certified Sales Cloud Consultant Salesforce Certified Platform App Builder Salesforce Certified Business Analyst Salesforce Certified Experience Cloud Consultant Salesforce Certified Experience Cloud Consultant II Salesforce Accredited Order Management Administrator
Our Expertise

We Help B2B Companies Implement Custom
CRM Solutions

Every business is unique and often out-of-the-box solutions just don't match what you are trying to achieve. Our CRM advisors will help you design custom CRM the way it is supposed to be done. We will help you not only design technical part of the solution, but also customer strategy that would attract and retain clients, while reducing reliance on individual.

Certified Salesforce Partners
Our CRM Consulting Services

As professional CRM consultants,
we offer a wide range of CRM Consulting Services

01

CRM Software Consulting

Choosing the right CRM specialist is crucial for your business. Our CRM software consultants works closely with you to understand your specific needs, ensuring you select a CRM system that enhances user experience and aligns with your business goals. With our expertise, you can confidently navigate the selection process, leading to cost savings and increased customer satisfaction.

Being CRM management consulting firm, we will assist you in evaluating various CRMs to find the best fit for your business. By focusing on user adoption and convenience for business, we ensure you choose a system that not only meets your current needs but also scales with your future growth.

02

CRM Implementation Consulting

We help you integrate CRM into your business without chaos or downtime. Our CRM experts align the new system with your existing tools and processes, so everything works together from day one. You get a clear roadmap, efficient rollout, and practical strategies built around your goals.

As your CRM strategy consultants, we handle the technical side while keeping people first. We train your sales and service teams to use the system confidently, ensuring fast adoption, higher productivity, and stronger customer relationships.

03

Custom CRM Consulting

At Muncly, we design CRM systems around your business, not the other way around. Our CRM consultants create solutions that automate routine work, improve user experience, and give you actionable insight into your customers and pipeline.

We tailor every setup to your goals, ensuring your CRM supports better service, faster response times, and measurable growth. You get a system built for how your team actually sells, serves, and scales.

04

CRM Migration Consulting

Transitioning to a new CRM system can be complex. At Muncly, our CRM migration consulting services ensure your data moves securely, accurately, and without disrupting daily operations. We manage every stage mapping, validation, and testing to protect data integrity and reduce risks.

Our customer relationship management consultants oversee the entire process, ensuring smooth transfer, minimal downtime, and full system continuity. Your team stays productive, your customer relationships remain stable, and your new CRM is ready to deliver results from day one.

05

CRM Improvement Consulting

Strengthen your existing CRM with our CRM improvement consulting services. At Muncly, we audit your current setup, pinpoint inefficiencies, and uncover opportunities to improve performance and adoption.

Our CRM consultants deliver clear, actionable steps to enhance customer experience, increase conversion rates, and streamline processes. By optimizing automation and user experience, we help you unlock the full value of your CRM and keep it aligned with your evolving business goals.

06

CRM Consolidation Consulting

Unify your CRM environment with our CRM consolidation consulting services. At Muncly, we help you merge multiple systems into one streamlined platform that reduces complexity, eliminates data silos, and improves user experience.

Our CRM consultants manage the consolidation from planning to rollout, ensuring stable operations and clean data migration. The result is lower maintenance costs, faster processes, and a single source of truth that strengthens customer relationships and supports your long-term growth.

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How we work

Three Clear Steps in Customer Relationship Management Consulting

We understand that CRM implementation can seem complex, but we’re dedicated to making your journey with us as seamless as possible. That's why we've developed this three clear steps process.

b2b commerce consulting services Proven Delivery Playbook
01

Discovery

In the discovery phase, we work closely with you to understand your business needs and objectives. Our CRM consultants conduct a thorough analysis to identify the best CRM solutions for your specific requirements.

02

Delivery

During the delivery phase, we implement the selected CRM solution, ensuring it aligns with your business processes. Our team provides comprehensive support and training to ensure a successful implementation and seamless integration.

03

Hypercare

In the hypercare phase, we provide ongoing support and optimization to ensure your CRM system continues to meet your evolving needs. Our consultants are always available to offer assistance and address any issues that arise.

how to start

What Are the Next Steps to Begin with Our CRM Consulting Services

Start by scheduling a free consultation with our CRM consultants to discuss your business needs and explore potential solutions.

01 Step 01

Tell Us About Your Project

Share the details of your project with us so we can tailor our CRM consultancy services to meet your specific requirements.

02 Step 02

Get Matched with the Right Consultant

We will match you with the right CRM consultant who has the expertise and experience to guide you through the process.

03 Step 03

Kick-off the Project

Once you’re ready, we’ll start the project and work closely with you to ensure a smooth and successful implementation.

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what others say about us

🤩 What others say about us

We worked with Jeff to organize our sales process for a small sales and service team. He set up pipeline tracking, reports, and dashboards that give me a clear view of tasks, key accounts, and opportunities. The biggest change is visibility. I know what the team is working on remotely, and I have more control and predictability in managing opportunities and forecasting. I recommend working with Jeff and will turn to him again for the next step.

Aleksey Lyutikov
Aleksey Lyutikov CEO · Meccanica Middle East

This is the second time I have worked with Jeff, now I know him for already 6 years. 6 years ago we built a very successful project for a local driving school, now we have created another sales system based on rules and tools. I should say that Jeff is an exceptional professional, a bit opinionated which creates a lot of debates, and sometimes we even argue, but all arguments are purely professional which I love and I definitely could recommend him as a great CRM professional.

Maksims Sroslovs
Maksims Sroslovs Marketing Director · Frame House Pre-fab Homes

Jeff helped us implement Salesforce to collect and manage leads coming from the stands in Japan. He built a simple process for tracking leads and worked closely with developers of other stand components to ensure the whole project was integrated and ran smoothly. We have worked with Jeff for a long time, and this is already our second project together. He is my go-to person for CRM implementations, and I would definitely recommend Jeff and his team.

Andris Zigurs
Andris Zigurs Business Development Executive · Vervo

Concrete working deliverables on time of what we needed. Extremely knowledgeable about the Salesforce platform. Incredibly smart team that understood our business and objectives right away. Highly recommended!

Julian Ciccale
Julian Ciccale Co-founder · Nextlane

Thank you to Jeff, Vishal, and their team for the support. They prepared the assets in record time, quickly adapted to our feedback, and handled every question with care. We definitely recommend working with them and look forward to the next set of assets together.

Tushar Hora
Tushar Hora Global Technology Partnerships · Salesforce
FAQ

Frequently Asked Questions

CRMs, or Customer Relationship Management systems, can transform how you manage customer interactions and data. By centralizing customer information, CRMs provide valuable insights that enhance customer experience and drive customer satisfaction. They automate routine tasks, improve conversion rates, and support sales team efforts to build stronger customer relationships.

Implementing a CRM solution with the help of a CRM consultant can lead to significant improvements in customer service and business efficiency. By providing a clear view of your customer base, CRMs enable you to make informed decisions and achieve your business goals. Our team of experienced CRM consultants understands the unique needs of your business. Whether it is a Salesforce CRM or an immigration consultant CRM, we are always here to help and optimize your workflow.

Hiring a CRM consultant brings expertise and experience to your CRM implementation projects. CRM consultants guide you through the selection, implementation, and optimization of your CRM system, ensuring a successful implementation that aligns with your business goals.

CRM consultancy services offer actionable insights and technical skills that improve customer experience and satisfaction. By partnering with a CRM consulting firm, you gain access to industry best practices and strategies that drive growth and efficiency.

A CRM consultant focuses on the strategic aspects of CRM implementation, guiding businesses through selection, planning, and optimization. They offer insights into best practices and help align the CRM system with business goals to enhance customer satisfaction.

In contrast, a CRM developer specializes in the technical development and customization of CRM software. They build and configure the system to meet specific business requirements, ensuring the software functions as needed.

CRM (Customer Relationship Management) systems focus on managing customer interactions and relationships. They provide tools to enhance customer experience, improve sales team efficiency, and drive customer satisfaction.

ERP (Enterprise Resource Planning) systems, on the other hand, manage a wide range of business processes, including finance, supply chain, and human resources. While CRM solutions focus on customer-related processes, ERP systems provide a comprehensive view of business operations.

The ease of CRM implementation depends on several factors, including the complexity of your business processes and the level of customization required. With the guidance of a CRM consultant, the implementation process can be streamlined and efficient.

CRM consultancy services provide expertise and support to ensure a smooth implementation, addressing potential challenges and minimizing disruption to your business. By focusing on user training and support, we ensure a successful implementation that meets your business needs.

A CRM strategy is a plan for how a business will use CRM solutions to manage customer relationships and achieve business goals. It involves selecting the right CRM system, implementing it effectively, and continuously optimizing it to improve customer experience and satisfaction.

Developing a CRM strategy with the help of a CRM strategy consultant ensures your CRM system aligns with your business objectives and delivers the desired outcomes. A well-defined CRM strategy enhances customer relationships, boosts conversion rates, and supports business growth.

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Got questions? We're here to help! At Muncly, we are committed to providing exceptional customer service.

Whether you have questions about ecommerce solutions, need help with your existing setup, or have any other CRM questions, our team is ready to assist you.

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