At The CRM Firm, 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.
Technology Partnerships
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
The #1 native form builder for Salesforce with the ability to seamlessly build Salesforce forms and surveys in minutes. No connectors or integrations necessary.
Nintex
A leading platform for process automation and management, offering low-code solutions to streamline workflows and optimize business operations.
Squivr
A supercharger of revenue channels through optimized Account Planning, Relationship Mapping, and Stakeholder Management, natively within Salesforce.
AirCall
A cloud-based phone system that helps businesses streamline customer communications by integrating voice calls with various CRM and support tools.
LinkPoint360
An email integration solution for Salesforce that is secure, flexible, and increases productivity, improves user workflows, and saves time and money.
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.
Avalara
A cloud-native tax solution for small, midsize, and enterprise organizations with different tax compliance software offerings for different industries and tax types.
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.
Mogli
Business messaging SMS app, native to Salesforce, to supercharge digital engagement, drive growth and increase conversion.
Box
An integrated content and collaboration solution that allows teams and customers to securely collaborate on critical content without leaving Salesforce.
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.
TaskRay
Leading enterprise customer onboarding solution that includes everything companies need to manage new customer projects and maximize secondary revenue.
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.
Recruiterbolt
An intelligent tool for automating CRM contact updates, preventing churn, and empowering revenue teams to capture more new business.
KonaSearch
KonaSearch helps increase your competitive edge by increasing efficiency to quickly distill the most relevant information. This gives you the speed and relevancy advantage you need to win.
