• WHO WE ARE

Three of us are former Act! employees.
​All of us LOVE Zoho.
​CRM consultants since 1999.

Zoho CEO Sridhar Vembu with Michael Moldofsky
Sridhar Vembu with Michael Moldofsky

Michael Moldofsky

Our CEO & President

World Famous Act! Certified Consultant

Zoho Advanced Partner
See him on LinkedIn

Book a Call- LINK HERE


He once worked for Act!. Michael has spoken with over 30,000 people about CRM and helped train new and existing Act! Certified Consultants.  As a Zoho fan boy (pictured her with the CEO of Zoho), he's our project lead for Zoho/Zoho One.  Born in Los Angeles, Michael graduated from  Bushnell University in Eugene, Oregon. 

Sridhar
Joshua Samuel with CEO Sridhar Vembu
Meet Marshall Hayes!

Joshua Samuel

Act!  Certified Consultant 
Zoho Support Manager certified in:  CRM for Admins, Projects,  Campaigns,  Desk, Analytics


Joshua, like Michael, is also a former Act! Tech Support employee. He has worked with over 5000 Act! customers. This is a man who knows how to get YOUR Act! together.  

Marshall Hayes

Diamond Level, Act! Certified Consultant

Zoho Authorized Partner
See him on LinkedIn

Marshall has been CRM consulting since 2004. He also worked in Act! Tech Support. His ability to translate client needs into working CRM systems has helped many customers reach new heights.  He lives in Portland, Oregon.  

Carol Welch

Act! Consultant

Certified QuickBooks ProAdvisor


Carol loves her dog Taylor.  He doesn't really understand financial complexities and offer practical business solutions like Carol.  She knows the front office (Sales & CRM) and the back office (QuickBooks and Zoho Books) even better.  She recently moved to Texas to be near her grandkids.

Lester Fajardo

Zoho  Certified  Creator Developer

Zoho  Advanced Partner


Lester has been programming since the age of 11.  He's fluent in Deluge, Zoho Creator, Oracle, MySQL, MSSQL, Spanish, PHP, Java, Javascript, C#/VB, Act!, Mobile Development, Crystal Reports, Tableu, PowerBI, Zoho, Salesforce, Dynamics, Suite CRM, and ETC.  
He knows almost everything.  Plus, he has a degree in Accounting.
  Sí, hablo Español!

Bob Purdy

Act! Certified  Consultant


Bob has been consulting for over 20 years. Setups, customization, and training are second nature to him.