Consulting
Consulting
Many businesses need CRM and Project Management software. CMBat Consulting can help you pick the best option for your needs.
Consulting
Many businesses need CRM and Project Management software. CMBat Consulting can help you pick the best option for your needs.
Understanding Your Business
During our meetings, we will learn about your business needs and make sure that we have a complete understanding of what you are building.
Reporting
The most important part of any CRM and Project Management software is reporting. You need to know how to track sales, progress, and more. We will get a full picture of your needs.
Solutions
Once we understand the full picture of your business goals, we will recommend a solution based on the best current software options available. We work with multiple CRM and Project Management companies to make sure you are best-equipped for long-term growth.
Schedule A Call
Contact us today to set up your initial free consultation so we can scope your project.
Monday
Monday
For many businesses, we recommend Monday.com to build out your CRM and Project Management software.
Monday
For many businesses, we recommend Monday.com to build out your CRM and Project Management software.
Option #1
Monday.com is currently one of the leading CRM and Project Management solutions. CMBat Consulting has a lot of experience in building out custom CRMs for all businesses.
Scale
We can build a CRM that works for teams of just 2-5 people but also up to 1000 sales reps. Get full reporting by managers, top-level execs, and more. Typically, we can build out a full CRM in a couple of weeks.
Other Options
If Monday.com is too elaborate for your needs, we recommend and build out simpler project management solutions, including using Motion (with Google Workspace), ClickUp, and more.
Integrations
Software Integrations
In today’s world, one piece of software doesn’t do everything. Knowing which software can integrate with others is our specialty.
Software Integrations
In today’s world, one piece of software doesn’t do everything. Knowing which software can integrate with others is our specialty.
Zapier
Sometimes, connecting two pieces of software doesn’t require anything more than a Zapier account. If it makes sense, we can set you up with Zapier and show you how to work faster.
CRMs
Most CRMs now have deep App Stores that provide native integrations with other applications. Once we understand your business needs, we can recommend the best options for you so you don’t end up missing a key piece of what you need.
Examples
Need to connect Docusign to your CRM along with speech-to-text functionality so you can write documents on the fly that your customers can sign electronically and track via your CRM? There are solutions for that. We know what they are.
AI
AI
The business world is changing. We use many AI products internally, but can also recommend AI solutions for our customers to help them compete more efficiently.
AI
The business world is changing. We use many AI products internally, but can also recommend AI solutions for our customers to help them compete more efficiently.
Chat GPT
Chat GPT 4.0 uses up to date information in so many ways. We can do deep industry analysis and update documents with the latest information out there in minutes.
Google Gemini Ultra
Google’s current AI software, Gemini Ultra, can also provide a lot of useful fixes and information. There are ways to use it to grow your business.
CRM-based AI
Platforms like Monday.com, ClickUp, and Motion use AI to help analyze your project management, write typo-free emails, and much more. We can show you how to make it work.
NotebookLM
Google’s NotebookLM platform allows you to drop various documents, including PDFs, into the AI and let it analyze the document to make improvements. While it doesn’t yet have the seasoned functionality of the above items, it will soon.