Technology Partnerships

The CRM Firm maintains technology partnerships with leading Salesforce ecosystem vendors including FirmWorks, IntelliStack, Nintex, Squivr, Aircall, Centro, and Avalara—enabling end-to-end solutions that extend core Salesforce functionality without requiring custom development.

We go beyond simple Salesforce implementations—we bring together the best of today’s leading technologies, proven methodologies, and forward-thinking strategies to create tailored solutions that drive real business impact. With our technology partnerships, we deliver seamless integrations that enhance functionality, improve efficiency, and future-proof operations. These partners represent some of the most innovative tools and platforms in the market, and when combined with our expertise, they allow us to offer end-to-end solutions that elevate customer experiences, streamline workflows, and empower businesses to scale with confidence.

AirCall

A cloud-based phone system that helps businesses streamline customer communications by integrating voice calls with various CRM and support tools.

Avalara

A cloud-native tax solution for small, midsize, and enterprise organizations with different tax compliance software offerings for different industries and tax types.

Box

An integrated content and collaboration solution that allows teams and customers to securely collaborate on critical content without leaving Salesforce.

Centro

Centro brings order to chaos in Salesforce and Slack. They offer advanced integrations and automations that will make your team more productive and happy. See what they can do today.

Donna

A proactive AI assistant for field sales teams that reduces admin work by capturing interactions, updating CRM data, preparing meetings, and automating follow ups so reps can focus on selling and closing deals.

EBizCharge

An embedded payment platform that integrates with ERP, CRM, and accounting systems to automate billing, accept payments, and streamline accounts receivable, helping businesses get paid faster and reduce manual work.

FirmWorks

FirmWorks creates innovative solutions with products to help increase efficiencies and productivity in your Salesforce org. With products such as FirmWorks Files, they change the game for native functionality.

IntelliStack

A no code, AI driven platform for data capture and workflow automation, enabling organizations to build secure, connected processes, reduce manual work, and unlock the value of data across systems.

KingswaySoft

Software solutions that help make data integration easy and put power in the hands of the developer. By taking advantage of SQL Server Integration Services (SSIS), KingswaySoft offers data integration solutions for the cloud or on-premise that are codeless, easy to use, and cost effective.

Knomee

A behavioral intelligence platform that helps wealth advisors capture client values, motivations, and decision drivers, turning them into actionable insights that personalize conversations, build trust, and improve engagement and conversion rates.

LinkPoint360

An email integration solution for Salesforce that is secure, flexible, and increases productivity, improves user workflows, and saves time and money.

Mogli

Business messaging SMS app, native to Salesforce, to supercharge digital engagement, drive growth and increase conversion.

Nintex

A leading platform for process automation and management, offering low-code solutions to streamline workflows and optimize business operations.

Sky Data Vault

Managed cloud solutions that help businesses secure, store, and recover data, offering backup, disaster recovery, and infrastructure services to improve security, streamline operations, and support scalable growth.

Spanning

Automated back-up and end-user recovery of records, metadata, attachments, messages and more — eliminating Salesforce data loss, protecting your data and your time.

Squivr

A supercharger of revenue channels through optimized Account Planning, Relationship Mapping, and Stakeholder Management, natively within Salesforce.

Stack Moxie

A revenue observability platform that uses automated testing and monitoring to ensure marketing, AI, and sales systems work correctly, helping teams find issues early, prevent data breakdowns, and run campaigns with greater reliability.

TaskRay

Leading enterprise customer onboarding solution that includes everything companies need to manage new customer projects and maximize secondary revenue.

Xappex

A connector to pull data from Excel to Salesforce and back with a single click, allowing users to analyze data and metadata, create tables and graphs, and more inside Excel in seconds.

Spanning

Automated back-up and end-user recovery of records, metadata, attachments, messages and more — eliminating Salesforce data loss, protecting your data and your time.