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. 

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.  

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.  

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.

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!

Act! Certified  Consultant

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