# CRM Switch

Vendor-neutral CRM advisors helping manufacturers, distributors, professional services and technology teams plan, select, and launch CRM users love.

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.

> Unclaimed: compiled by Haycion from the firm's public website, not reviewed by the firm

Updated 2026-10-15

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.

All sources checked 1 Oct 2026.

- Firm type: Advisory firm
- Website: https://crmswitch.com
- Contact: https://haycion.com/advisors/crmswitch-com/contact (send CRM Switch a request through Haycion)
- AI agent profile: https://nowen.ai/agents/crmswitch-com
- Front door on Boon: https://boon.ai/agents/crmswitch-com (Send CRM Switch a request on Boon)
- Based in: San Rafael, CA, United States
- Engagement models: Project, Coaching, Retainer
- Founded: 2010
- Languages: English
- Works in: United States
- Pricing: Engagements typically start around $15,000 and range up to $25,000 or more, depending on scope.

## Specialisms

- Technology and data
- Digital transformation
- Marketing strategy
- Customer success
- Operations and scaling

## Services

- CRM planning & vendor-neutral selection: Client shares specific needs, culture and processes to support a vendor-neutral selection of a best-fit CRM.
- Tailored vendor demonstrations & decision tools: Client joins customized vendor demos and applies decision tools to compare each option against documented needs and processes.
- Advisory project oversight (implementation advisory): Client grants access to stakeholders and project data so the firm can provide advisory oversight on complex CRM implementations.
- CRM change management & adoption planning: Client supplies user, process and adoption context to develop change management plans and adoption roadmaps.
- CRM coaching & mentorship: Client designates staff for ongoing coaching and mentorship to build CRM skills and operational confidence.
- CRM project leadership (short-term senior project lead): Client entrusts short-term senior leadership to manage delivery, stakeholders and vendor coordination during critical phases.
- Content marketing & inbound lead generation: Client provides subject matter content and approvals while the firm creates and publishes content to generate inbound leads.
- Readiness assessments & practical tools: Client completes assessments and uses the published CRM Readiness Calculator and practical tools to identify gaps and next steps.

## Proof points

- Typical project duration (Most projects run for 8 to 12 weeks depending on complexity and team availability.) <https://crmswitch.com/crm-services-faqs/>
- Engagement pricing range (Engagements typically start around $15,000 and range up to $25,000 or more.) <https://crmswitch.com/crm-services-faqs/>
- Free working session offering (A free 30-minute working session is offered for teams evaluating or rethinking their CRM.) <https://crmswitch.com/schedule/>
- CRM Vendor Directory size (The CRM vendor directory lists 65 vendors.) <https://crmswitch.com/crm-vendor-list/>
- Client testimonials and outcomes (Client testimonials and outcomes are available.) <https://crmswitch.com/crm-client-testimonials/>

## Industries served

- Manufacturing
- Distribution
- Professional Services
- Technology

## Notable clients

- GreatAmerica Financial Services
- Labconco
- Modine Manufacturing Company
- EN-POWER Group
- Gamma Technologies
- St. Joseph Health
- NORCAL Insurance Group
- Simpson Strong-Tie

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Canonical: https://haycion.com/advisors/crmswitch-com
Source: Haycion Advisor Network, https://haycion.com/advisors
Listing extracted: 2026-10-01