Free Consultation
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.
Not ready to talk yet? Start with our FREE Digital Readiness Audit to learn where to start.
Trusted all around the world
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.
As professional CRM consultants,
we offer a wide range of CRM Consulting Services
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.
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.
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.
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.
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.
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.
Not Yet Ready?
FREE Digital Readiness Audit
Answer a few quick questions about how you sell, support customers, and use digital tools. You’ll get a free, personalized report showing your company’s digital readiness — where you stand today, what’s holding you back, and what to improve next.
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.
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.
Ready to talk about CRM?
We Deliver Promptly and Have Cases to Showcase
Case Study How we helped turn a 1–3% margin business profitable with a self-service portal We implemented a custom, client-facing self-service portal […]
Case Study How We Raised a Driving School’s Revenue by 3.5x in Two Months Our goal was to increase conversion rates. So […]
Case Study How we increased EBITDA by 2% with automation and system We built a custom logistics CRM, automating high-volume quoting, credit […]
Case Study OSAKA 2025: Enabling Cross-Government Digital Collaboration and Massive Lead Capture Digitally Scaling Multi-National Trade Promotion and Managing Over a Million […]
Case Study Proks’ Strategic Transformation of the Sales Department for Global Expansion Enhancing Efficiency and Scalability through Organizational Restructuring and Digital Strategy […]
Case Study How we increased EBITDA by 2% with automation and system We built a custom logistics CRM, automating high-volume quoting, credit […]
Case Study Digitizing B2B Engagement for Mida’sTransformation in the Roofing Industry Leveraging Technology to Enhance Supply Chain Efficiency in European Construction Projects […]
Case Study Advancing Nonprofit Efficiency with Salesforce Integration Customizing Salesforce CRM to Streamline Operations and Safeguard Sensitive Data in Child Advocacy Headquarters […]
Case Study How We Raised a Driving School’s Revenue by 3.5x in Two Months Our goal was to increase conversion rates. So […]
Case Study Digitalizing Rio Verti with Salesforce B2B Commerce Integration Navigating Outerwear Industry Challenges through Customized Salesforce Solutions for Improved Order Management […]
Ready to talk about CRM?
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.
🤩 What others say about us
Alexey Lyutikov
CEO @ Meccanica Middle East
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.
Andris Zigurs
Business Development Executive at Vervo
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’ve worked with Jeff for a long time, and this is already our second project together. He’s my go-to person for CRM implementations, and I’d definitely recommend Jeff and his team.
Maksims Sroslovs
Marketing Director @ Frame House Pre-fab Homes
This is second time I’ve worked with Jeff, now I know him for already 6 years. 6 years ago we’ve built a very successful project for local driving school, now we’ve created another sales system based of rules and tools. I should say that Jeff is an exceptional professional a bit opinionated which creates a lot of debates around certain topics, 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.
Tushar Hora
Global Technology Partnerships @ Salesforce
I really appreciate all the effort put in by Vishal and his team to get the assets ready in record time, adhere to the changes we recommended, and stay on top of any queries we had. I am looking forward to working with the team to publish the next set of assets.
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.
Get Free Consultation!
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.
- hello [at] muncly [dot] com
- Pondweg 2, 2153 PK, Nieuw-Vennep, Netherlands
- +31 6 27 26 54 53 (Netherlands)