We help you choose the right off-the-shelf software-then get it set up the right way. From POS and CRM to scheduling, inventory, and accounting, we handle the details so your team can get back to work.
Typical timeline: 2–6 weeks depending on migration and integrations.
Make a confident choice-without the runaround
You don’t have time to compare vendors. We bring a shortlist that fits your needs and budget.
We trial tools using your tasks and sample data, so you see what it’s really like to use.
Setup, migration, integrations, and training-done. We can handle everything end-to-end.
Discover → Shortlist → Trial → Setup → Train → Go live
Short interviews to understand your workflows, budget, devices, and must-haves.
We compare 2–3 options with a simple scorecard and sit in on demos with you.
Hands-on trial: import a small sample, run real tasks, confirm fit before buying.
We configure accounts, roles, and fields; clean and migrate data safely.
Connect email, calendars, payments, inventory, accounting, or your website.
Short training for your team, quick-start guides, and support during week one.
Already picked a tool? See Onboarding & Implementation →
What you get
Plain-English pros/cons, pricing, and fit to your needs.
Roles, permissions, fields, and templates ready to use.
Import from spreadsheets or old tools with safe backups.
Email, payments, calendars, accounting, inventory, website.
Short how-tos your team will actually use.
We’re on call for the first week to smooth bumps.
Pick what fits-add more as you go
Best if you’ll handle setup internally.
We pick it, then configure and migrate the essentials.
You stay focused on the business; we run the whole project.
Common questions
No-our recommendation is independent. We pick what fits your team and budget.
You do. We set up everything in your name and hand off all credentials and documentation.
Yes-We clean and import data safely, with backups and a rollback plan.
Absolutely. See Onboarding & Implementation.
From comparison to go-live, we handle the details. Your team logs in and gets to work.