The CRM Firm is a woman-owned Salesforce consulting partner founded in 2015 and headquartered in Broomfield, Colorado. The company holds Salesforce Registered Consulting Partner status, Salesforce Equality Partner designation, and SOC 2 certification, and is a Pledge 1% business. In 2024, named one of ColoradoBiz’s Top 200 Private Companies; founder Stephanie Hagan recognized as one of ColoradoBiz’s Top Women in Colorado in 2025.
About The CRM Firm
Integrity
We are honest, transparent, and humble. We believe in the power of accountability, take pride in our work, and provide smart, innovative solutions that deliver excellence.
Ingenuity
We solve tough problems with grit, creativity, and critical thinking. Our talented team brings the drive and expertise to deliver smart, sustainable solutions that produce impactful results. Ingenuity is about rolling up our sleeves, thinking differently, and delivering results that matter.
Inclusion
We foster an environment that embraces diverse backgrounds, experiences, and ideas. Valuing these differences drives innovation and delivers creative, impactful results.
Proudly Woman-Owned & a Salesforce Equality Partner.
The sense of responsibility we have to keep pressing forward is a privilege, and we are honored to be included in a spotlight alongside other great women-owned companies!
Beyond Our Wheelhouse
We Have the Secret Sauce
Yes, we absolutely build Salesforce solutions that look, function, and feel like they were made for you. But peek behind the curtain, and you’ll find it’s really about the brilliant minds, bold ideas, big hearts, nerd-level humor, and more personality than your average org chart can handle.
For us, culture isn’t a box to tick—it lives and breathes in how we operate: curious, collaborative, heavily caffeinated, and always human.
PROUD TO BE A PLEDGE 1% BUSINESS
We are proud to join Pledge 1%, a global movement to create a new normal for companies of all sizes and stages to have a positive social impact through their business.
The CRM Firm Gives Back
At The CRM Firm, we believe it is important to give back to our community by supporting organizations whose mission we believe in.
For instance, we donate our time and talents to the following nonprofits to help transform and grow their business by helping maximize their technology solutions. Every bit helps!
Below are some of the wonderful organizations we have worked with.
Celebrating Excellence
CRMF Achieves Honor Among Colorado’s Top 200 Businesses & Leading Women in Colorado
We are thrilled to share some exciting news! The CRM Firm is recognized by ColoradoBiz as one of Colorado’s 2024 Top 200 Private Businesses. This is a testament to our team’s dedication, innovation, and client success!
Even more exciting, our founder, Stephanie Hagan, is named one of ColoradoBiz’s 2025 Top Women in Colorado. Certainly, we’re proud to see her honored for her leadership, vision, and impact in shaping the future of our industry.
The CRM Firm implements Salesforce Service Cloud for customer service teams, support operations, and organizations that need to manage cases, conversations, and customer interactions across email, phone, chat, SMS, and social channels from a single platform.
Service Cloud gives support agents a 360-degree view of every customer, automates case routing and escalation, and provides real-time dashboards for service managers to monitor team performance and SLA compliance. The CRM Firm configures Service Cloud to replace siloed tools, reduce manual triage, and create a consistent, omnichannel support experience that scales with the business.
