Independent CRM consulting that starts with your process, not a platform. We advise across Salesforce, HubSpot, and Dynamics 365 — and tell you honestly which one fits.
CRM consulting means getting an independent expert to align your CRM with how your business actually runs — before you commit to licenses, a rebuild, or a migration. Apexify's CRM consultants work across Salesforce, HubSpot, and Microsoft Dynamics 365, and we are honest about which platform fits your processes, team, and budget. We are an official Salesforce Partner, but our CRM strategy work is platform-agnostic: when Salesforce is the wrong tool for your stage or use case, we say so, and we show you the scoring behind that call. Every engagement ends in decisions you can act on, not a slide deck that sits in a drawer. Engagements range from a focused platform-selection sprint to a full multi-team CRM strategy. Typical deliverables include:
If the roadmap points to a build, our CRM implementation team can execute it — or we hand a clean blueprint to your internal team or another partner. The strategy stands on its own either way.
A CRM strategy engagement starts with how work flows today, not with software demos. In the first one to two weeks we interview your sales, service, and operations leads, watch live workflows, and audit your current CRM data — pipeline hygiene, duplicate rates, the fields nobody fills in. That audit usually surfaces the real problem, which is rarely the one in the original brief. Next we map your requirements against candidate platforms and score them on process fit, total cost of ownership, and the integrations you actually need. You see the full scoring, including where each platform falls short. The output is a written CRM strategy: recommended platform and edition, target data model, integration architecture, a phased rollout plan with effort estimates, and the adoption risks we expect with a plan to manage each one. Most strategy engagements run three to six weeks depending on how many teams and systems are in scope. We close by presenting findings to your leadership and answering the hard questions directly — and the roadmap we leave behind is one any competent implementation partner could execute, so you are never locked into us.
Apexify is built for mid-market companies that have outgrown spreadsheets or a first-generation CRM and cannot afford to choose the wrong platform twice. Our team brings 20+ years of combined experience and a 98% client satisfaction rate, and because we implement as well as advise, our recommendations are grounded in what actually works in production — not in analyst reports. We have also seen the failure modes — over-customized orgs, roadmaps nobody funded, platforms bought before processes were defined — and we design your strategy around them. We are headquartered in Calgary and work remotely with clients across Canada and the US; operating on Mountain Time means our working day overlaps every North American time zone. Bring in a CRM consultant when you are selecting your first serious CRM, when adoption of your current one has stalled, or when leadership suspects the platform is fighting the business instead of serving it. A good CRM strategy finds the clearest route to the summit before anyone starts climbing — that is the whole engagement.
Most CRM strategy engagements range from a focused platform-selection sprint at the low end to a full multi-team assessment and roadmap at the higher end. Price depends on the number of teams, systems, and data sources in scope. We scope fixed-fee wherever possible so there are no surprise hours, and we give you a firm quote after one discovery call.
It depends on your processes, team size, and budget — and we mean that literally, not diplomatically. Salesforce tends to win on customization depth and ecosystem, HubSpot on speed to value for smaller teams, and Dynamics 365 when you are already deep in the Microsoft stack. We score all three against your requirements and show you the scoring, including where our recommendation falls short.
Three to six weeks for most mid-market companies. A focused platform-selection sprint can finish faster; a multi-department assessment with data auditing and integration mapping runs closer to six. You end with a written roadmap, platform scorecard, and phased rollout plan — deliverables you can execute with us or with any implementation partner you choose.
We are an official Salesforce Partner, and we still recommend HubSpot or Dynamics 365 when they fit better. Recommending the wrong platform costs us more than it earns: failed implementations do not renew, and a 98% client satisfaction rate only survives on honest advice. Our selection scorecard is shared openly so you can challenge every rating.
Yes. We serve clients throughout the United States and Canada, fully remotely. Operating on Mountain Time, our working day overlaps both Eastern and Pacific schedules, so discovery workshops and standups fit your calendar. US contracts and USD invoicing are routine for us.
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