CRM Consulting

Independent CRM consulting for mid-market companies — selection, implementation oversight, and rescue on HubSpot, Salesforce, Zoho, Dynamics 365, Pipedrive, and Copper.

CRM consulting from operators who've run the pipelines, not sold the licenses. We help mid-market leaders pick the right platform, keep implementation partners honest, fix broken rollouts, and get sales teams actually using the system.

The CRM Consulting Engagement Most Companies Should Have Bought First

Most CRM projects don't fail because the software is bad. They fail because nobody defined what the pipeline stages mean, nobody agreed on what a qualified lead looks like, sales leadership wasn't in the room during design, and the implementation partner billed hours against a scope written by someone who'd never run a sales team. Our CRM consulting practice works the other side of that problem. We're independent — no reseller badges, no vendor commissions, no incentive to steer you toward the platform that pays us the highest margin. That means when we recommend HubSpot over Salesforce, or Pipedrive over both, it's because your team, your deal size, and your process actually fit that tool. CRM consulting engagements typically cover five things: platform selection tied to how your sales team actually sells, implementation oversight so your integrator delivers what you paid for, data migration from spreadsheets and legacy systems with duplicates resolved before they poison the new system, integration with the surrounding stack (marketing automation, ERP, quoting, support ticketing, BI), and adoption work with the people who have to live in the system every day. We also take on CRM rescue projects — the ones where implementation stalled, adoption cratered, or the system is technically live but sales is still running the real pipeline out of a spreadsheet. Those engagements start with a two-week audit: what's configured, what's actually being used, where the process broke, and whether the fix is configuration, retraining, replatforming, or firing the current partner. Every engagement is led by George Fassett — 30+ years of operator experience, former founder and CEO, Lean Six Sigma Black Belt. You get an operator across the table, not a rotating team of junior analysts learning your business on your dime.

CRM Platform Selection (Independent, No Commissions)

We assess your sales motion, deal size, team size, tech stack, and reporting needs, then recommend the platform that fits — HubSpot, Salesforce, Zoho, Dynamics 365, Pipedrive, Copper, or a smaller vertical tool. No reseller relationships means the recommendation is honest.

Implementation Oversight & Partner Management

You've hired an integrator. We sit on your side of the table: reviewing scope, catching change-order creep, verifying configurations against your actual sales process, and making sure the deliverable matches what you signed for. Typically saves 20–40% on total project cost.

CRM Rescue for Stalled or Broken Rollouts

Two-week audit of what's configured, what's adopted, and where it broke. You get a written plan: keep and fix, keep and retrain, replatform, or replace the partner. Fixed scope, fixed fee, no vendor bias in the recommendation.

Data Migration & Deduplication

Spreadsheets, legacy CRMs, and duplicate contact hell — cleaned, matched, and migrated with signed-off tie-outs. Duplicates get resolved before go-live, not after your sales team complains for six months.

Stack Integration (Marketing, ERP, Quoting, Support)

Your CRM is the middle of a bigger picture. We integrate marketing automation, ERP (see our ERP consulting), quoting tools, support ticketing, and BI so data flows once and reconciles everywhere — no more sales and finance arguing over whose number is right.

Sales Process Design & Adoption

Pipeline stages that mean something. Qualification criteria the team actually applies. Manager dashboards that surface the deals that need help. Training built around your real sales motion, not the vendor's demo script. Adoption is where CRM projects live or die.

Frequently Asked Questions

What does crm consulting from Mebuis include?

CRM Consulting at Mebuis covers: CRM Platform Selection (Independent, No Commissions); Implementation Oversight & Partner Management; CRM Rescue for Stalled or Broken Rollouts; Data Migration & Deduplication; Stack Integration (Marketing, ERP, Quoting, Support); Sales Process Design & Adoption.

Who leads the work at Mebuis?

George C. Fassett, Jr. leads every engagement. He founded and built THUMBTECHS, Mebuis, MebuisWorks, and 1908 Builders, has more than 20 years as a CEO, holds a U.S. patent, is a Lean Six Sigma Black Belt, and has an MBA.

How is Mebuis different from a traditional consulting firm?

Mebuis works as operators, not report writers. The people doing the work have run companies with real profit-and-loss responsibility, so recommendations are judged by whether they can be carried out by your team, not by how they look in a slide deck.

Who handles implementation after the plan is set?

Mebuis sets the strategy and priorities. Implementation work such as systems, automation, and technology build-outs can be handled by MebuisWorks (mebuisworks.com), the sister company that builds and runs what the plan calls for, or by your own team.

Where is Mebuis located, and do you work with businesses outside Texas?

Mebuis is based at 1908 Lone Star Rd. Ste B, Mansfield, Texas 76063, in the Dallas-Fort Worth area, and works with businesses across the United States.

How do I get started?

Book a call with George from any "Talk with George" button on this site, or call 817.764.0200. On the call you describe what is getting in the way, and George tells you plainly whether Mebuis is a fit and what the work would involve.

Talk with George · Call 817.764.0200