CRM Implementation and Technology Consulting for Small Businesses
PFTS has helped organizations:
We create systems so you can automate and grow your business!
Most business owners go into business because they have a product or service they are passionate about... not because they want to spend all of their time on operational processes and systems. We create solutions, implement them and train your team so you can do what you do best!
Create, refine and document business processes
Select, customize and implement software solutions
Automate, simplify and train for increased efficiency and productivity
WHY STREAMLINING TECH AND OPERATIONS IS A GAME-CHANGER
Streamlining your tech and operations is like giving your business a makeover—it’s smoother, simpler, and lets you breathe a little easier.
When your systems work together, you’re not just saving time; you’re freeing up space to focus on what really matters—whether it’s growing your business, building those all-important client relationships, or finally taking a guilt-free day off. Once your operations are streamlined, everything just clicks and you’re back in control.
Running a business can be a juggling act, but it doesn’t have to feel like you’re always one step away from dropping everything.
A “CRM” is the magic tool that keeps you from losing your mind & moves all your customer details out of your brain and into a simple system you can actually rely on.
Ditch the Sticky Notes
No more scrambling around your desk trying to find that yellow sticky note with someone’s phone number. Now all your leads are in one place—neat, organized, and ready when you need them.
Stay On Top of It All
Imagine knowing exactly what’s happening with every project and client, without having to cross your fingers and hope you didn’t forget something. With a CRM, you’ll look like you’ve got it all together (even if you don’t).
Automate Like a Boss
Set up automations that do the work for you, so you can confidently manage your customers like a pro. You’ll boost your professionalism, make your customers happier, and keep them coming back for more (hello, sales!).
Testimonials
We adopted Insightly about a year and a half ago. The key for me was to hire Amy Payne to work with me to set it up and then train me and my team. She's a wiz! Working with Amy allowed me to jump in with both feet and use it how I wanted it to work. I even had some else who sells her own CRM comment that I was using Insightly better than anyone else she'd even seen.
Amy was incredibly helpful and patient with myself and my team in teaching us the robust offerings or our CRM which she customized for us and then helped us create a stronger client follow up through it. Slam dunk!
