The CRM Firm helps agencies modernize constituent, employee, and operational experiences through Salesforce, data, integration, and AI, with communications and change management built into every engagement.
Federal · State & Local · Public Sector
The Mission Matters More.
Technology doesn’t create change. People do.
WOSB
SBA Certified
Since 2015
Salesforce Partner · 170+ Certs
SOC 2 Type II
Audited by A-LIGN
GSA Schedule
Through Carahsoft
Every agency wants the same thing
More time on the mission. Less time managing systems.
Core competencies
Strategy through adoption, under one roof.
Salesforce Consulting
Service, Experience, and Marketing Cloud, from architecture through managed services.
CRM Modernization
Retire legacy and over-customized CRM and case systems.
Data & AI Modernization
Data governance, analytics, Data Cloud, AI readiness, and Agentforce.
Systems Integration
API integration and data migration across legacy and cloud systems.
Digital Transformation
Case and grants management, program intake, and self-service portals.
Program Delivery
PMO, training, adoption, and change communications.
Solution offerings
Four ways agencies work with us.
Salesforce Modernization
Retire technical debt and rebuild on a platform your team can support.
AI Readiness & Governance
AI tied to mission outcomes, with the data and guardrails to support it.
Constituent Experience
Faster answers for the public and a complete picture for staff.
Representative experience
Regulated, mission-driven, and complex.
To protect client confidentiality, public-facing materials use anonymized client descriptions. Detailed client names, project references, and contact information can be provided under appropriate disclosure requirements and with client authorization.
Healthcare Compliance Technology Organization
Salesforce modernization, certification and review-process improvements, workflow automation, reporting, portal enhancements, integrations, and ongoing support in a regulated environment.
National Professional Association
Modernization across membership, constituent management, portal access, communications, learning, and finance, including automation, integration, UAT, training, and knowledge transfer.
K–12 Education Organization
Enrollment and digital-engagement improvements through Salesforce, Experience Cloud, Marketing Cloud, and business-process workshops.
Medical-Technology Manufacturer
Phased Experience Cloud portal modernization with secure access, case and order visibility, multilingual experiences, and AI-enabled self-service readiness.
Mission-Driven Food-Access Nonprofit
Analytics enablement, Salesforce-to-Tableau connectivity, reporting foundations, training, and knowledge transfer.
For contracting officers
Company Data
Identifiers
| Legal Name | The CRM Firm, Inc. |
|---|---|
| UEI | MZE9WKSGFYG7 |
| CAGE | 7XFQ3 |
| Location | Broomfield, Colorado |
| Founded | 2015 |
| Size | Small Business · WOSB |
| Vehicle | GSA Schedule via Carahsoft |
NAICS (primary in bold)
541512 · 518210 · 519290 · 541490 · 541511 · 541513 · 541519 · 541611 · 541613 · 541618 · 541690 · 541910 · 541990 · 561410 · 561499 · 611420 · 611430 · 611710
PSC
DA01 · DA10 · DD01 · DF01 · DF10 · DH01 · DH10 · DJ01 · R406 · R408 · R410 · R422 · R425 · R426 · R499 · U001 · U008
Documents
Capability StatementCorporate OverviewCompany SnapshotSolution Quad ChartsCapability Briefings & Teaming
Let’s talk about your mission.
Program offices, contracting officers, and prime contractors can reach our CEO directly.
