Our Team


  • cfinnecy

    Chris Finnecy
    Partner

    Directs CRM projects towards profitable and successful implementations by understanding and documenting the clients’ requirements, engaging with software publishers, and working with technical staff to facilitate solution delivery.

  • mmora

    Mauricio "Mau" Mora
    Partner

    With 16 years of CRM experience, oversees all software implementation and development consulting services, customer technical support, and a variety of technology services programs.

  • aford

    Andrew Ford
    Managing Director

    Helping clients achieve real results with CRM through a combined 20+ years of industry experience.

  • dmenninger

    Dan Menninger
    Managing Director

    Helping clients achieve real results with CRM through a combined 20+ years of industry experience.

  • pkatz

    Peter Katz
    Business Development Manager

    Deep experience across delivery, pre-sales and sales roles within the mid-market and enterprise IT consulting space; specializing in customer relationship management technologies for sales, marketing, and service organizations.

  • afreeman

    Andy Freeman
    Developer

    Provides design, customization and implementation of CRM; integrates accounting and ERP systems; develops reports, dashboards and other business intelligence tools.