We Don’t Just Do Salesforce
—We Make It Work

The CRM Firm is a SOC 2 certified, Salesforce consulting partner based in Broomfield, Colorado, specializing in implementations, business process automation, systems integration, and custom CRM strategy for financial services, nonprofits, healthcare, and B2B organizations. Founded in 2015 and woman-owned, CRMF delivers tailored Salesforce solutions across Sales Cloud, Service Cloud, Financial Services Cloud, Nonprofit Cloud, Agentforce, Marketing Cloud Engagement, and Data 360—fixing what’s broken, optimizing what’s working, and building what’s missing so CRM investments deliver measurable results.

Denver Broncos Small Business Partner 2026

From Snag Fixing to Dream Building

We’ve Got the Solution for You

Salesforce Health & Security Check

Business Process Automation

Tech Optimization
& Usage Roadmap

Salesforce
Implementation

ExecATS
(Applicant Tracking)

Data Analysis
& Migration

Systems Integration & Development

Creative Strategy
& Design

Areas of Expertise

Financial Services Cloud

Non-Profit Cloud / NPSP

Sales Cloud

Service Cloud

Data Cloud

Marketing Cloud & Account Engagement

Agentforce

Experience Cloud

Tableau

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