Custom CRM Solutions
Designed for Your
Unique Business Needs
Get a CRM that actually works for you and your business.
PLATFORMS WE WORK WITH
✅GHL
✅ZOHO CRM
✅HUBSPOT
✅PIPEDRIVE
✅HONEYBOOK
…& OTHERS!
We help businesses tailor CRM platforms to their needs, ensuring your exact requirements are perfectly met.
Whether you need someone to fully build out your CRM from scratch, or just need someone to help you troubleshoot a problem — we can help!
Speed up your team’s efficiency by using these CRM benefits
📇 Contact Management
Keep all your customer and lead data—contact details, interactions, and preferences—organized in a searchable, easy-to-access database. No more scattered notes or missed connections—your entire team stays aligned with up-to-date client information at their fingertips.
📊 Sales Pipeline & Forecasting
Gain full visibility into your sales pipeline and deal progress. Monitor stages, track performance, and leverage real-time insights to refine your sales strategy. Stay ahead with data-driven forecasting that empowers smarter decision-making.
🔍 Interaction Tracking
Every touchpoint matters. Our CRM logs emails, calls, chatbot conversations, and support tickets, helping your team track customer interactions effortlessly. Spot engagement patterns, follow up at the right time, and build stronger relationships with precision.
📁 Document Management
No more lost files or disorganized paperwork. Store, organize, and access crucial documents—proposals, contracts, invoices, and more—all in one centralized hub. Keep your team on the same page with seamless document sharing.
🚀 Lead Management
Turn potential leads into long-term clients with seamless tracking across your sales and communication channels. Engage prospects with personalized outreach, manage deals with clarity, and never let a promising opportunity slip through the cracks.
📈 Reporting & Analytics
Make informed decisions with in-depth analytics. Track customer trends, measure sales performance, and uncover hidden patterns using AI-powered insights. Our CRM transforms raw data into actionable strategies that drive growth.
Here’s what our clients have to say…
“Since we started using the CRM services provided by Katie, our lead management and follow-up processes have improved significantly. We’re closing deals faster and with less hassle.”
“The CRM system designed by MTHRBOARD has given us a real edge. Our customer service has never been better, and the team loves the new tools that actually make their jobs easier.”
“Thanks to MTHRBOARD, our customer journey mapping is now integrated directly into our CRM. This has significantly improved our marketing strategies and campaign tracking.”
Our value proposition
At MTHRBOARD, we pride ourselves on providing a full-service design and implementation experience for CRM systems. From the initial blueprint to the final launch, our team is with you every step of the way. We begin by understanding your business goals and the nuances of your current processes. Then, we design a CRM solution that integrates seamlessly into your operations, ensuring it enhances every interaction and optimizes every task.
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