CRM Systems

With a customized CRM System, businesses can see a complete real-time picture of all of their accounts and quickly organize a wealth of data into information that can be imported into reports and later analyzed.

CRMS offer business owners a total view of their business, providing a high level overview to customer specific profiles.  The survival of today’s companies, especially small businesses, depends on knowing their customers, potential customers, and what they want. CRMS can provide that information much faster and it’s now become more affordable.

For small businesses, CRMS are becoming a must-have business tool for success:  where once Excel spreadsheets would suffice, businesses are now turning to CRMS, a now easily affordable and convenient business solution that enables business owners to do much more with data and in real-time.

Wingman Planning can help your business with customized CRM tool that will keep your leads organized and manageable. We can develop and build a customized CRM for your business or help and train you to work with an off the shelf CRM program.



Email us at or give us a call at 516-512-3247 or 732-539-5980 to learn more.