CRM Solutions
for Business
& Professional

Keep track of your leads with a well-managed CRM.

Are you tired of losing track of your leads with your current CRM?
Never miss another opportunity and improve your conversions with a CRM that works for you.

Business & Professional Industries we Serve

Financial Services

Whether you’re a CFO, Accountant or Bookkeeper, you handle a lot of moving parts. Between closing offerings at different times, moving between process phases, and working with large teams, it can be challenging to keep track if your systems aren’t properly

That’s where we come in. At Infinite Insights, we help you achieve proper segmentation and organization of your multiple service offerings so you can better serve your clients and move through your work days with ease.

Information Technology

It makes sense for a company specializing in information technology to have the best tech at every step in the process. Unfortunately, we’ve found a majority of IT service firms don’t have a good sales process or CRM in place.

Having difficulty integrating your CRM with your project management platform or implementing a sales process that works? From customer management to prospecting, sales to business development, and more, Infinite Insights provides all the tools you need to run your business with ease.


Better manage your projects and customer data with help from Infinite Insights. From customer management to sales, project management, and marketing, we provide the tools you need to automate your customer marketing journeys. Receive the right analytics so you can make the best decisions to grow your client-base.

With a solid marketing strategy in place, you’ll gain partnership
and reselling opportunities to generate new revenue streams with your clients.

Business Consultants

Keep track of your leads and never lose sight of the opportunities you need to close. You’re busy supporting your clients so you need a solid process in place. We support your prospecting needs with a proven and repeatable sales process managed through an easy-to-use CRM.

Do you have a project management tool you already love? We can integrate it with your marketing and sales tools for a seamless transition from prospect to client and beyond.


Streamline management of insurance companies and agents to effectively convert more prospects into customers. With our help, you can integrate your proprietary insurance management software with a sales and marketing CRM tailored to your business, so your data is accurate no matter which team is working on it.

We use Applied Epic, Zywave and other HIPAA Compliant Tools to protect you and your clients.

Tools We Work With

If your sales process is only 3 steps, contact us for step 4.