Best CRM Systems Experts

WHSuites is a fully integrated lead management software designed to help businesses capture, track, and nurture leads efficiently. By automating follow-ups, improving response time, and centralizing customer data, our CRM is capable of making multiple automated reports at same time. Businesses like Pharma companies, solar, IT firms, and real estate use our products to grow their businesses and automate tasks to save time.

Founder of ToolNavigate, an independent SaaS review platform for small business owners. I built the site's editorial system around one rule: every score traces back to a verifiable source (G2, Capterra) and every price is confirmed current — no sponsored rankings, no fabricated hands-on testing claims. Currently documenting what it takes to build and rank a brand-new content site from zero, including navigating Google's sandbox period for new domains.

Eric Perdomo is the founder of UpSales LLC, a full-service outbound sales operation based in White Plains, New York, and the co-creator of ConexusCRM, a proprietary CRM platform built specifically for e-commerce sales teams. He moved to New York in his mid-twenties with almost nothing and spent two months sleeping in his car. He worked his way back through telecomm, real estate investing, private equity operations, and trucking before landing where he always performed best: building sales teams that close. Today, UpSales generates well into the 6 figures a month in gross sales for direct-to-consumer health and wellness brands, with a sub-1% refund rate that his competitors can't touch. He calls every lead, shares every number, and fires anyone who sells unethically. No exceptions. He built ConexusCRM after getting fed up with tools designed for marketers rather than sales floors. The platform now powers UpSales' own operation and is being rolled out to DTC brands building their own in-house call centers. His philosophy hasn't changed since day one: people first, profit second, and not all money is good money.

I use Go High Level CRM software to help agencies, service professionals and small businesses close deals, generate predictable revenue and efficiently manage customer relations. I also create helpful guides and tutorials about the use of GHL CRM and other marketing automation tools. My content breaks down complex strategies into actionable steps that can be implemented immediately. From setting up your first automated workflow to building a profitable white label agency, I provide the roadmap and support you need to succeed.

Give your business a strategic advantage. As strategic partner I help organizations develop and manage SaaS platforms based on a proprietary methodology that combines information management, staff development and system design that delivers applications that work not only the day they're delivered but for years to come. I have a proven 3 step process that puts your data to work for you.1. Get your arms around your data - Making your data visible and accessible2. Automate repetitive tasks - Save time while increasing communication with your stakeholders3. Analyze - Empower better decision making through intuitive dashboardsWhen you're ready to make your data your competitive advantage, reach out to me on LinkedIn and we'll schedule time to see how we can put your data to work for you.

Brisbane based with 15+ years experience gained with leading client and vendor companies throughout Australia, New Zealand, USA and Asia Pacific, covering: * Business Consulting: through Business Analysis and Strategic Consulting * Project Management: experienced in scoping and pricing software and service delivery, and managing a project through entire lifecycle; * Relationship Management: through Account Management, Service Delivery Management, Marketing & Alliance Management; * Domain expertise in customer focused initiatives (eg. CRM, Marketing Automation, BI etc)Roles have always required performing as the “bridge” between business and IT.Ideally suited to helping organisations leverage and maximise their relationships through improved processes and technology.Specialties: Marketing Automation, CRM and integration with related fields, such as Business Intelligence, Data Mining etc.

I'm the founder of Conversion Realtor, an AI decision intelligence platform built exclusively for real estate professionals. After spending over a decade at the intersection of real estate, digital media, and SaaS sales, I built the tool I wish had existed when I was helping agents struggle with the same problem: they had leads, but no system for converting them. My career has been defined by one throughline — helping professionals turn data and technology into revenue. I've worked as a SaaS consultant at Real Geeks, where I advised real estate agents on CRM strategy and lead generation systems. Before that, I spent years at Gate House Media and Belo Media Group (Dallas Morning News) as a Regional Digital Sales Manager and Multimedia Consultant, where I worked directly with real estate agents, teams, brokerages, home builders on digital marketing, print, marketing strategies and audience engagement. I also consulted at Solera and Web.com, giving me a broad foundation in B2B SaaS, paid search, and digital strategy across various industries with innovative software solutions. . That background gave me a front-row seat to why real estate conversion fails — not because agents lack leads, but because most AI tools weren't designed around how agents actually work. They lack buyer psychology, market context, and real-world deal workflows. Conversion Realtor fixes that. It analyzes leads, conversations, timing, and behavioral signals to identify the highest-probability next move in every deal — delivering the exact message, channel, and timing needed to move conversations forward. The result: agents move from typical 2–5% conversion rates toward elite performance in the 5–12% range, doubling closings without buying more leads. I speak and write on topics including AI in real estate, lead conversion strategy, buyer and seller psychology, decision intelligence, Proptech, and the future of real estate agent productivity. Whether the story is about how AI is reshaping real estate sales, why most leads go cold, or what separates top-performing agents from the rest — I bring both the practitioner experience and the platform data to back it up.

Candice is a CRM and operational efficiency expert dedicated to driving growth through streamlined communication. As the owner of Beckmann Collaborative LLC, she leverages the Zoho suite to build customized, robust systems for diverse industries. Her hands-on approach ensures clients don’t just receive a tailored strategy—they gain the mastery needed to manage their systems for long-term success. With a focus on customer experience, Beckmann Collaborative partners with clients across a diverse set of industries to optimize their marketing operations and improve client relationships. Our hands-on methodology ensures that our partners not only attain tailored CRM strategies but also gain the knowledge to maintain and manage these systems for sustained growth.

ERP Implementer and Consultant with 15+ years of experience delivering cloud-based ERP solutions for manufacturing, construction, and service industries. Provides insights on ERP implementation, AI in enterprise systems, and business process optimisation.

CRM-powered mortgage and real estate lead generation agency in Ontario, Canada delivering exclusive verified leads, high-intent prospects, realtor and broker-focused marketing, increased conversions, scalable pipeline growth, and top-tier lead generation services across Canada

Businesses rarely need more marketing ideas. They need a practical way to decide what matters, connect the pieces, and get the right work implemented. Since 2009, I’ve helped consultants, attorneys, authors, speakers, trainers, and small teams turn marketing strategy, technology, content, and expertise into sales and marketing systems that work. Most clients are not starting from zero. They are established service-based businesses, often with clients, referrals, websites, CRM, content, software, AI tools, and staff. The problem is that the pieces are disconnected, unfinished, underused, or too dependent on one busy person. That is the gap Marketecs fills. We combine experienced judgment with hands-on implementation to help professional service businesses: • Clarify marketing priorities and customer journeys • Build or improve CRM, sales automation, pipelines, nurture, appointments, and follow-up • Create campaigns, funnels, landing pages, email marketing, and content systems • Apply practical AI and marketing automation where they reduce work • Get more value from existing content, expertise, relationships, and technology • Reduce founder and thought-leader bottlenecks without sacrificing voice or control Depending on the need, we can own the execution (done for you), build collaboratively with a team (done with you), or build the foundation and train internal staff to manage more of it (enablement). I founded Marketecs to bridge the gap between strategy and practical implementation. My background in banking leadership, operations, technology education, and marketing systems shapes my approach: understand the business, determine what should happen next, then make the technology support it. Marketecs Engine is our connected sales, marketing, CRM, and automation platform. It brings email, funnels, appointments, pipelines, follow-up, and reporting into one system. Templates, training, implementation, and ongoing support mean clients are not left staring at a blank platform. Many clients have worked with us for a decade or longer because we listen before prescribing, communicate reliably, protect their brands, and focus on systems they can actually use. I’m analytical by nature, endlessly curious about technology, and happiest when turning complexity into something clear, practical, and workable. If you know what should happen but cannot get it built, your tools create more work than they save, or too much follow-up depends on you, let’s talk.

Hi there I'm the Director of Marketing at Wisedocs.ai, the Founder of B2B SaaS Reviews.com, and the Father of Clara, a beautiful three-year-old girl. Before Wisedocs, I worked for several go-to-market B2B SaaS companies: PartnerStack (Partner Management Platform and Network for SaaS companies), Influitive (Advocate Marketing designed to generate more reviews, references, and referrals), LevelJump (Sales Enablement) (acquired by Salesforce) and Eloqua (Marketing Automation) (acquired by Oracle).My professional passion is figuring out how software companies can align their go-to-market strategy with today's B2B buying journey. This has led me to user reviews, leveraging the customer's trusted voice, and partnerships, which are also generally more trusted than traditional sales and marketing.If you're in B2B SaaS and want trustworthy advice on getting reviews, prioritizing review sites, and leveraging reviews in your go-to-market strategy, subscribe to my LinkedIn posts and my email newsletter on B2B SaaS Reviews.com.

I am the Founder and CEO of RCR|HUB, a U.S.-based platform that connects healthcare organizations with their Revenue Cycle partners (vendors) through education, awareness, and collaboration in healthcare revenue cycle management. I have more than 20 years of experience in healthcare marketing and technology, with a particular focus on Revenue Cycle Management strategies, AI-powered visibility, SEO/GEO, vendor positioning, automation, and the adoption of healthcare technology. Through my work with RCR|HUB, I provide solutions to help your organization improve discoverability, industry awareness, and connectivity.

Passionate data-enthusiast with analytical thinking and positive mindset. Always interested in exchanging thoughts and getting new insights across disciplines.

I'm the founder and Editor-in-Chief of ExpertReviewHQ, where I synthesize the findings of more than 250 professional review outlets — Wirecutter, Consumer Reports, Good Housekeeping, and others — into consensus buying guidance across 100+ product categories. Rather than re-testing products myself, I map where the expert testers agree, where they diverge, and what that disagreement means for an individual buyer. I bring 20 years in enterprise portfolio management (PMP, BRMP) to the site's editorial methodology. I can speak to where the reviews align or conflict in almost any consumer category, what buyers consistently overlook, and how to read product reviews critically.

Stepan Kazaryan is a Business Management Consultant focused on digital presence, professional evaluation, and how public information shapes decision-making in modern business environments. His work centers on helping organizations and professionals understand how they are perceived before direct interaction occurs. In search-driven systems, evaluation often happens silently and quickly. Stepan advises clients on building structured digital foundations that support credibility over time. His approach emphasizes clarity, consistency, and responsible positioning rather than short-term visibility tactics. He works with executives, founders, and professional service providers who recognize that digital footprints influence trust, partnerships, and opportunity flow. By aligning websites, public profiles, and third-party references, Stepan helps create stable professional narratives that reduce uncertainty during evaluation. Rather than focusing on reactive measures, his advisory framework prioritizes preparation. This includes analyzing how search results present a name, how information connects across platforms, and how inconsistencies affect perception. The goal is to strengthen long-term positioning in a way that feels natural and sustainable. Stepan frequently writes and speaks about digital identity, credibility signals, and the structural factors that influence professional trust in online environments. His perspective reflects a broader shift in how professionals are assessed in the age of search and public information accessibility. Through disciplined strategy and steady execution, Stepan Kazaryan helps clients maintain clarity in environments where perception often forms before conversation begins.

Joshua Murphy is the CEO of CRM Squirrel, a global Pipedrive Partner and consulting agency helping businesses optimize their sales processes through expert CRM setup, automation, and training. He also leads Agency Squirrel, the parent group of specialized companies including SEO Squirrel (SEO and web development) and Email Squirrel (AI-powered outbound campaigns). With operations across the UK, USA, Australia, and Canada, Joshua works with clients in industries including law, real estate, SaaS, finance, and eCommerce. His focus is building scalable systems that eliminate manual inefficiencies and drive measurable growth. Reporters and business writers often turn to Joshua for commentary on CRM strategy, sales automation, AI-driven marketing, SEO, and scaling service-based businesses. By combining hands-on experience running multiple companies with a global client base, he offers practical insights that bridge technology, marketing, and business strategy.

Revenue operations leader with extensive knowledge in Salesforce CRM and marketing automation. Experience managing small teams and interest in working for Fortune 500 companies + high growth startups.

I run SERPninja.io, a white label link building agecy proudly rated 5 stars on Clutch and TrustPilot. Trusted by over 300 agencies, we specialize in helping businesses achieve their own or their clients' link-building goals effectively. SERPninja.io has been featured on major publications like HubSpot, Backlinko, Forbes, G2 blog and Entrepreneur. Drop us a message if you want to crush your link building goals. Check out our YT channel at https://www.youtube.com/@serpninjasupport