Our mission is to eliminate system friction and complexity for scaling SaaS companies by delivering platform-agnostic, efficient CRM blueprints. We ensure that every client achieves effortless user adoption, reliable data integrity, and maximal revenue growth through precise planning.

Your Blueprint to CRM Success

Our Approach

We offer tiered service options to match your specific needs and implementation requirements.

Discover + Direction

Analyze your current setup and provide strategic recommendations without implementation.

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Discovery, Direction + Implementation

Analyze, plan, and execute the complete CRM blueprint implementation for you.

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Discovery, Direction, Implementation + Ongoing

Complete implementation plus continuous consulting to support your growth.

Meet Our Experts

Wes Beights

With over 8 years of CRM consulting experience, Wes has helped dozens of SaaS companies transform their customer relationship management systems from chaotic to clinical.

"My passion is creating CRM systems that actually work for people, not against them. When technology serves the user instead of the other way around, that's when businesses truly thrive."

OptiPlan