Insights

Vertical Focus Independent CRM advisory specializing in manufacturing, distribution, professional services, and technology firms, offering end-to-end roadmaps, software selection, and change enablement to drive digital transformation.

End-to-End Guidance Leads clients from planning to launch with vendor-neutral CRM guidance and adoption support, delivering a complete CRM program office experience for meaningful transformation.

Lean Scalability Small delivery team with potential to scale through partnerships or white-label arrangements, enabling larger engagements without compromising personalized service.

Integrations Advantage Tech stack emphasis on website and engagement tools creates opportunities to upsell CRM integrations with live chat, web experience, and security workflows to improve data capture and adoption.

Vendor-Neutral Edge Independent positioning as an unbiased CRM advisor appeals to mid-market buyers seeking objective guidance, reducing vendor lock-in during software selection and implementation.

Similar companies to CRM Switch

CRM Switch Tech Stack

CRM Switch uses 8 technology products and services including Cloudflare, WordPress, MySQL, and more. Explore CRM Switch's tech stack below.

  • Cloudflare
    Content Management System
  • WordPress
    Content Management System
  • MySQL
    Database
  • Drift
    Live Chat
  • Priority Hints
    Performance
  • Akismet
    Web Platform Extensions
  • Nginx
    Web Servers
  • Draftpress HFCM
    Web Tools And Plugins

Media & News

CRM Switch's Email Address Formats

CRM Switch uses at least 1 format(s):
CRM Switch Email FormatsExamplePercentage
FLast@crmswitch.comJDoe@crmswitch.com
50%
Last@crmswitch.comDoe@crmswitch.com
33%
First@crmswitch.comJohn@crmswitch.com
17%

Frequently Asked Questions

Where is CRM Switch's headquarters located?

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CRM Switch's main headquarters is located at 1005 Northgate Drive #145 San Rafael, California United States. The company has employees across 1 continents, including North America.

What is CRM Switch's phone number?

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You can contact CRM Switch's main corporate office by phone at . For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is CRM Switch's official website and social media links?

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CRM Switch's official website is crmswitch.com and has social profiles on LinkedIn.

What is CRM Switch's NAICS code?

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CRM Switch's NAICS code is 5416 - Management, Scientific, and Technical Consulting Services.

How many employees does CRM Switch have currently?

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As of June 2026, CRM Switch has approximately 2 employees across 1 continents, including North America. Key team members include Managing Partner / Strategy Lead: D. R.. Explore CRM Switch's employee directory with LeadIQ.

What industry does CRM Switch belong to?

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CRM Switch operates in the Business Consulting and Services industry.

What technology does CRM Switch use?

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CRM Switch's tech stack includes CloudflareWordPressMySQLDriftPriority HintsAkismetNginxDraftpress HFCM.

What is CRM Switch's email format?

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CRM Switch's email format typically follows the pattern of FLast@crmswitch.com. Find more CRM Switch email formats with LeadIQ.

When was CRM Switch founded?

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CRM Switch was founded in 2010.

CRM Switch

Business Consulting and ServicesCalifornia, United States2-10 Employees

Get a CRM roadmap + expert guidance to take your company from planning to launch—lead your digital transformation with confidence.

As independent CRM advisors, we specialize in helping manufacturing, distribution, professional services, and technology companies succeed with their CRM initiatives.

We’ll help you select the right customer relationship management software, align your team around it, and drive meaningful business transformation.

Section iconCompany Overview

Headquarters
1005 Northgate Drive #145 San Rafael, California United States
Phone number
NAICS Code
5416 - Management, Scientific, and Technical Consulting Services
Founded
2010
Employees
2-10

Section iconMedia & News

Section iconFunding & Financials

  • $1M$10M

    CRM Switch's revenue is estimated to be in the range of $1M$10M

Section iconFunding & Financials

  • $1M$10M

    CRM Switch's revenue is estimated to be in the range of $1M$10M

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