Thank you for reviewing our services, we hope you consider CKearney Consulting, LLC (CKC) for all your CRM needs. Below we outline the CRM packages and single services we offer.

We would be honored to be your Trusted Partner to work with your team. Feel free to learn about the benefits of partnering with CKC. Contact us here to book a quick 15 minute discovery call so we can provide you with a customized pricing proposal.

CRM Packages
We have three packages that cover your CRM needs from contributing advice as to how to maintain your system, sharing best practices, providing on-call support to implementing or maintaining your CRM system for you.

Beyond that we can take on the role of OFA and integrate into your firm becoming an extension of your staff. As an extended employee, your staff members have direct access to the CKC project manager for all questions, requests and changes necessary for users to effectively use the system.

We are confident whatever your CRM challenges are we have the solution. Reach out to get started optimizing your system today! 

CRM Packages:​
  • CRM Advisor Support
  • CRM Hands-On Support
  • CRM Overall Firm Administrator (OFA)
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CRM Single Services
  1. API Services
    API Services
    Connection to other systems can improve a CRM & we're able to assist.
  2. CRM Evaluation
    CRM Evaluation
    Searching for a CRM system? Need help evaluating platforms?
  3. Implementation
    Would you like to have a customized and personal implementation?
  4. Proposal Automation
    Proposal Automation
    Scared to automate? Let us help tackle the project & remove the fear.
  5. Data Clean-Up & Import
    Data Clean-Up & Import
    What's the most important part of a successful CRM? Clean data!
  6. Training
    Enjoy personalized training & documentation by industry experts.
Other Single Services
  1. Managing Director
  2. Managing Director
  3. Managing Director
  4. Managing Director