{"schemaVersion":2,"listingUrl":"https://haycion.com/advisors/crmswitch-com","markdownUrl":"https://haycion.com/advisors/crmswitch-com.md","jsonUrl":"https://haycion.com/advisors/crmswitch-com.json","name":"CRM Switch","headline":"Vendor-neutral CRM advisors helping manufacturers, distributors, professional services and technology teams plan, select, and launch CRM users love.","firmType":"Advisory firm","website":"https://crmswitch.com","location":"San Rafael, CA, United States","status":{"trust":"unclaimed","text":"Unclaimed: compiled by Haycion from the firm's public website, not reviewed by the firm"},"updatedAt":"2026-10-15T20:38:34.029Z","extractedAt":"2026-10-01T23:04:09.098Z","dateLine":{"kind":"checked","date":"2026-10-01T23:04:09.098Z"},"about":"Vendor-neutral selection and pragmatic, tool-driven CRM planning distinguish CRM Switch. The firm is known for guiding complex, stakeholder-heavy CRM initiatives to measurable outcomes; clients credit them with selecting and implementing a best-fit CRM for GreatAmerica Financial Services on the first attempt and for publishing a CRM Readiness Calculator that surfaces practical gaps.","intro":"Guides teams through CRM selection and adoption in focused engagements, typically 8 to 12 weeks, and offers a free 30-minute working session for teams evaluating or rethinking their CRM.","titlePhrase":"Vendor-neutral CRM Advisory Firm","publishedPricing":"Engagements typically start around $15,000 and range up to $25,000 or more, depending on scope.","agentUrl":"https://nowen.ai/agents/crmswitch-com","contactUrl":"https://haycion.com/advisors/crmswitch-com/contact","boonFrontDoor":{"url":"https://boon.ai/agents/crmswitch-com","label":"Send CRM Switch a request on Boon","sub":"Boon forwards it to CRM Switch and invites them to reply."},"facts":[{"label":"Engagement models","value":"Project, Coaching, Retainer"},{"label":"Founded","value":"2010"},{"label":"Languages","value":"English"},{"label":"Works in","value":"United States"}],"idealClient":{"stages":[],"sizes":[]},"fit":{"goodFit":["In manufacturing, distribution, professional services or technology","Based in the United States"],"engagement":[{"label":"Project","definition":"A defined scope with one outcome."},{"label":"Coaching","definition":"One-to-one sessions that build a leader's skills."},{"label":"Retainer","definition":"Ongoing work on a recurring basis."}]},"specialisms":[{"slug":"technology-and-data","label":"Technology and data","hubUrl":"https://haycion.com/advisors/specialism/technology-and-data"},{"slug":"digital-transformation","label":"Digital transformation","hubUrl":"https://haycion.com/advisors/specialism/digital-transformation"},{"slug":"marketing-strategy","label":"Marketing strategy","hubUrl":"https://haycion.com/advisors/specialism/marketing-strategy"},{"slug":"customer-success","label":"Customer success","hubUrl":"https://haycion.com/advisors/specialism/customer-success"},{"slug":"operations-and-scaling","label":"Operations and scaling","hubUrl":"https://haycion.com/advisors/specialism/operations-and-scaling"}],"services":[{"name":"CRM planning & vendor-neutral selection","description":"Client shares specific needs, culture and processes to support a vendor-neutral selection of a best-fit CRM."},{"name":"Tailored vendor demonstrations & decision tools","description":"Client joins customized vendor demos and applies decision tools to compare each option against documented needs and processes."},{"name":"Advisory project oversight (implementation advisory)","description":"Client grants access to stakeholders and project data so the firm can provide advisory oversight on complex CRM implementations."},{"name":"CRM change management & adoption planning","description":"Client supplies user, process and adoption context to develop change management plans and adoption roadmaps."},{"name":"CRM coaching & mentorship","description":"Client designates staff for ongoing coaching and mentorship to build CRM skills and operational confidence."},{"name":"CRM project leadership (short-term senior project lead)","description":"Client entrusts short-term senior leadership to manage delivery, stakeholders and vendor coordination during critical phases."},{"name":"Content marketing & inbound lead generation","description":"Client provides subject matter content and approvals while the firm creates and publishes content to generate inbound leads."},{"name":"Readiness assessments & practical tools","description":"Client completes assessments and uses the published CRM Readiness Calculator and practical tools to identify gaps and next steps."}],"proofPoints":[{"title":"Typical project duration","url":"https://crmswitch.com/crm-services-faqs/","metric":"Most projects run for 8 to 12 weeks, depending on their complexity and your team’s availability.","summary":"Most projects run for 8 to 12 weeks depending on complexity and team availability."},{"title":"Engagement pricing range","url":"https://crmswitch.com/crm-services-faqs/","metric":"Engagements typically start around $15,000 and range up to $25,000 or more.","summary":"Engagements typically start around $15,000 and range up to $25,000 or more."},{"title":"Free working session offering","url":"https://crmswitch.com/schedule/","metric":"A free 30-minute working session for teams evaluating or rethinking their CRM.","summary":"A free 30-minute working session is offered for teams evaluating or rethinking their CRM."},{"title":"CRM Vendor Directory size","url":"https://crmswitch.com/crm-vendor-list/","metric":"Showing 65 of 65 vendors.","summary":"The CRM vendor directory lists 65 vendors."},{"title":"Client testimonials and outcomes","url":"https://crmswitch.com/crm-client-testimonials/","summary":"Client testimonials and outcomes are available."}],"industries":[{"slug":"manufacturing","label":"Manufacturing","hubUrl":"https://haycion.com/advisors/industry/manufacturing"},{"slug":"distribution","label":"Distribution","hubUrl":"https://haycion.com/advisors/industry/distribution"},{"slug":"professional-services","label":"Professional Services","hubUrl":"https://haycion.com/advisors/industry/professional-services"},{"slug":"technology","label":"Technology","hubUrl":"https://haycion.com/advisors/industry/technology"}],"notableClients":["GreatAmerica Financial Services","Labconco","Modine Manufacturing Company","EN-POWER Group","Gamma Technologies","St. Joseph Health","NORCAL Insurance Group","Simpson Strong-Tie"],"certifications":[],"faq":[]}