Transforming Your Customer Relationships
Expert Salesforce consulting built for small businesses. Streamline your CRM, automate workflows, and close more deals — all with a partner who understands your scale.
Everything you need to succeed
Purpose-built tools for Salesforce consultants and the small businesses they serve.
Project Dashboard
Get a bird's-eye view of every Salesforce implementation. Track milestones, budgets, and deliverables in one unified dashboard.
Client Portal
Give your clients a branded portal to view progress, approve deliverables, and communicate directly with your team.
Task Management
Organize complex Salesforce projects with Kanban boards, Gantt charts, and automated task dependencies.
Messaging
Keep all project communication in one place with threaded conversations, file sharing, and real-time notifications.
Salesforce Integration
Native Salesforce connectivity lets you pull org metadata, deploy configurations, and monitor health checks seamlessly.
Plans that grow with you
Transparent pricing with no hidden fees. Choose the engagement model that fits your needs.
Implementation
Perfect for small businesses starting their Salesforce journey
- Full Salesforce setup & configuration
- Data migration assistance
- Custom object & field creation
- Up to 5 user training sessions
- 30-day post-launch support
Monthly Retainer
Ongoing support to maximize your Salesforce ROI
- Dedicated Salesforce consultant
- Priority support & troubleshooting
- Monthly health checks & optimization
- Custom report & dashboard creation
- Unlimited user support
- Quarterly business reviews
Enterprise
For growing teams that need a fully customized solution
- Everything in Monthly Retainer
- Multi-org management
- Custom integrations & API development
- Dedicated account manager
- SLA-backed response times
- On-site training available
Trusted by growing businesses
“CRM Catalyst transformed how we manage our Salesforce instance. We went from chaos to clarity in just two weeks. Our sales pipeline visibility improved by 300%.”
Sarah Mitchell
CEO, BrightPath Solutions
“The project dashboard alone saved us 15 hours a week. Their Salesforce expertise is unmatched, and the client portal keeps our stakeholders happy and informed.”
David Chen
VP of Sales, NovaTech Inc.
“As a small business, we needed affordable Salesforce consulting. CRM Catalyst delivered enterprise-level quality at a price we could actually afford.”
Maria Gonzalez
Founder, Elevate Marketing
Ready to transform your CRM?
Join hundreds of small businesses that trust CRM Catalyst for their Salesforce consulting needs.