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
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!
I was drowning when I heard Amy speak at a Small Business Workshop, and I called for a consultation. She had me at "where should we start?" After the first package of time was up, I didn't hesitate to sign up for a second one. She got us set up with a CRM system, helped train me on Quickbooks, and help me set up a filing system so I could see my desk again!
