CRM Consulting

CRM consulting built around your business.

Get clarity before you commit. We assess how your teams work, recommend the right fit across Salesforce, HubSpot and Odoo, and stay to make it work in practice.

Book a consultation Explore our approach

The first certified Salesforce partner in the Baltics · Salesforce partner since 2021

3
Platforms we implement and consult on
20
Certified Salesforce experts
90+
Engineers in the Agmis group
EU
Based in Kaunas, delivering across Europe

When companies call us

Most CRM problems are not software problems

The system was bought, configured, launched — and then half the team went back to spreadsheets. If any of these sound familiar, the first useful step is not a new platform.

Half the team still works in spreadsheets

The CRM is live, licensed and mostly ignored. Adoption failed quietly, and no one is accountable for fixing it.

Nobody trusts the pipeline

Two reports, two different numbers. Forecasts are assembled by hand and defended in meetings.

Three tools that don't talk to each other

Marketing, sales and support each run their own system. The customer record exists in three versions.

The CRM is a contact list

No stages anyone follows, no automation, no scoring. Data is captured, but it produces no useful reporting.

The platform has outgrown the business

Enterprise licences for a small team, or a free tool stretched far past what it was built for.

Three demos, no answer

Every vendor says their platform fits. Vendor demos do not settle which platform fits your process.

How we consult

Two ways we consult

Choosing the platform and getting value out of the platform are two different pieces of work, done at two different moments. We keep them separate, so you always know which one you are being offered.

Before you choose

Choosing the CRM

Before you commit. We work out what your process needs, then score Salesforce, HubSpot and Odoo against it — including the option of changing nothing at all.

  • Process, data and stakeholder interviews
  • Requirements written in your language, not vendor language
  • Salesforce, HubSpot and Odoo scored against those requirements
  • Licensing and total-cost comparison, including integration effort
  • Risk, timeline and internal-ownership view
  • A written recommendation with the reasoning shown
The decision stays yours. If the honest answer is "stay where you are", the report will say so — and you can take it to any vendor.

After you choose

Consulting on your platform

After the choice — or when the choice was made before you arrived. Deep consulting on the one platform you run, module by module.

  • Architecture, data model and configuration review
  • Module-level consulting: marketing, sales, service, analytics
  • Integration design for ERP, billing, website and support
  • Migration planning and delivery
  • Adoption, training and 90-day measurement
  • Ongoing administration and improvements on retainer
You keep the platform you already run. We work with your existing configuration and your admin team, rather than around them.

Most engagements start with the first and continue into the second. If the platform is already chosen and running, you can hire us for platform consulting alone — we will not reopen the platform decision unless you ask us to.

Our CRM consulting services

What consulting actually covers

Six engagements, scoped and priced per phase so you can stop after the recommendation or continue into delivery with the same team.

CRM strategy & roadmap

Where the customer process should be in twelve months, what has to change first, and what the business case looks like.

Platform selection

Requirements, weighted scoring across Salesforce, HubSpot and Odoo, licence and integration costing, and a defensible recommendation.

Implementation consulting

We stay on the project we recommended: architecture, configuration decisions, testing, launch and hand-over without a change of vendor.

Integration consulting

Connecting the CRM to ERP, billing, e-commerce, telephony and support tools — and deciding which connections are worth building.

Migration consulting

Moving between platforms, or off spreadsheets. Field mapping, data cleaning, workflow rebuilding and a cutover planned so nobody is guessing on go-live day.

CRM audit & optimisation

Your existing system reviewed for what it was meant to do, what it actually does, where data is duplicated and why the team stopped using it.

Consulting for the platform you run

Consulting for Salesforce, HubSpot and Odoo

We focus on three CRM platforms, so our recommendations stay specific and defensible. Our certified depth is in Salesforce; HubSpot and Odoo are platforms we deliver and administer, and their partner marks follow.

Complex sales and service at scale

Salesforce consulting

For companies with several sales teams, long deal cycles, service obligations and marketing running on the same data. This is our deepest practice. We consult on architecture, data model, Sales, Service, Marketing and Experience Cloud, and keep the org maintainable as it grows.

Sales CloudService CloudMarketing CloudExperience CloudIntegrations
Certified partner Salesforce consulting

Marketing-led teams, live in weeks

HubSpot consulting

For teams where marketing and inbound sales carry the business and the CRM has to show value early. We consult on lifecycle and lead-scoring design, hub-by-hub configuration, data hygiene, reporting that sales actually reads, and the integrations around it.

Marketing HubSales HubService HubOperations HubLifecycle design
Partner-track HubSpot consulting

CRM joined to the operations

Odoo consulting

For companies where the customer record has to sit next to stock, invoicing, projects or production. We consult on the CRM-to-ERP relationship, module selection, Quotation and Sales configuration, custom development and migrations off spreadsheets or legacy systems.

CRMSalesInvoicingInventoryProjectsCustom modules
Partner-track Odoo consulting

Not sure which of the three you need?

Answer three questions and we will indicate which platform typically fits your situation — then confirm it properly on a call.

Which CRM fits you?

How we work

From first call to measured adoption

Five stages, each with something you can read, challenge and stop at. As your CRM implementation partner we stay on the project after the recommendation, and no stage depends on you signing the next one.

01

Diagnose

Interviews across sales, marketing, service and finance. We map the process, the data and the handovers — and the workarounds people built to survive them.

02

Recommend

Salesforce, HubSpot and Odoo scored against your requirements with licence, integration and ownership costs. A written recommendation, with the reasoning visible.

03

Design

Data model, objects, stages, automations, integrations and reporting, agreed before configuration starts — so build decisions are not made by whoever is holding the admin console.

04

Deliver

Configuration, data migration, integrations and testing in phases you can review. Delivery by the same team that advised, so nothing gets lost in the hand-over.

05

Adopt & measure

Training, and a review at 90 days against the process we agreed at the start. Adoption is part of delivery, not a step after it.

Proof

Client results

Three client results, all delivered on Salesforce. Each one started with the process, not the platform.

Logistics

Customer service and sales management at parcel-delivery scale

Rising parcel volumes pushed customer enquiries past what the existing process could absorb. The work started by mapping how enquiries actually arrived before anything was rebuilt.

Read case study
Fintech

Client onboarding transformation for a licensed EMI

Onboarding had to satisfy strict regulatory requirements while remaining workable for the client's team and customers. Process and data were designed before configuration.

Read case study
Nonprofit

Donation and volunteer management for a national Red Cross society

Limited integration with local banking platforms meant a large share of recurring donations did not process. Integration work, not a new platform, was the fix.

Read case study

FAQ

CRM consulting, answered

What is CRM consulting?
CRM consulting is the work of deciding what a company's customer process should actually be, and then choosing, configuring and supporting the system that serves it. A CRM consultant covers process and data diagnosis, requirements, platform selection and comparison, implementation oversight, integrations, migration planning, optimisation and adoption. It starts before the platform question, because the platform should serve the process rather than define it.
How do you decide which CRM fits, out of Salesforce, HubSpot and Odoo?
We score all three against your process, not against a feature list. Complexity of the sales cycle, whether marketing or service carries the load, how much of the business runs on operations, how fast you need to go live, who has to administer it afterwards, and what the total cost looks like including licensing and integration. Salesforce suits complex, multi-team sales and service at scale. HubSpot suits marketing-led teams that need to be live in weeks. Odoo suits companies that need the CRM joined to inventory, invoicing and projects. The recommendation is written down, with the reasoning shown, and you can take it to any vendor.
Can you consult on one platform only — for example HubSpot — if we have already chosen it?
Yes. Consulting about a platform is a separate service from choosing one, and most clients who contact us already run something. If you have already committed to Salesforce, HubSpot or Odoo, we review how it is set up, find what is not working, and consult module by module — sales, marketing, service, analytics and integrations — without reopening the platform decision unless you ask us to.
We already have a CRM. Is consulting still useful?
That is the most common situation. Most underperforming CRM systems were configured before anyone had mapped the process behind them, so the fix is usually configuration, adoption and integration rather than replacement. An audit looks at what the system was meant to do, what it actually does, where data is duplicated or missing, what is integrated, how much of the team logs in, and whether the licensing still matches the company. When replacement is genuinely the cheaper answer, we say so.
Do you implement the CRM as well as advise on it?
Yes. We advise and implement, so you are not handed to a different company after the recommendation — the team that writes the recommendation stays to build it. That applies across all three platforms we work in.
How long does a CRM consulting engagement take, and what does it cost?
A platform decision usually takes two to three weeks: process and data interviews, requirements, scoring the platforms and a written recommendation with cost and risk. Consulting on a platform you already run is shorter for a focused review and ongoing if you want us to stay. Engagements are scoped and priced per phase so you can stop after the recommendation or continue into delivery. There is no licence markup in our advice.

Customised CRM

Talk to us before you commit to a platform

Tell us how your sales and service work today. We will tell you what we would change first — and whether that means a new platform, a better one, or neither.

Book a consultation Which CRM fits you?