CRM strategy, planning and selection.

We work with businesses in the U.S. and Canada. Depending on your communication preference and the time of day, please select an option for connecting with us.

Option Description How
Call us now Give us a call during business hours in the Pacific Time Zone. If we can’t pick up, well call you back soon.
Send us an email Email is a great after hours option. If you’d like to start a conversation electronically, it’s the tried and true method.
Email Us
Submit a form If you’d prefer a form to email, click this button to pop up a short form.
Submit a form
Schedule a date/time Click the calendar button and you’ll be able to book a call with us from available half hour time slots.
Follow us on LinkedIn If you’re not quite ready for one-to-one communication, you can catch our posts in your LinkedIn feed. Maybe we’ll connect down the line.
CRM Switch LinkedIn
Connect via Twitter If Twitter is your social go-to app, here’s another way you can remember us if you want to connect in the future.
CRM Switch Twitter
Snail mail us Not a common option these days, but every once in a while someone mails us something.

1005 Northgate Drive #145

San Rafael, CA 94903


CRM Switch’s goal is for organizations get more long term value out of their CRM system, whatever that system might be.

We take a “business first” approach to the following:

  • CRM Planning and Strategy
  • CRM Vendor Selection
  • CRM Turnaround (of an existing system)
  • Inbound Marketing (to feed more leads into CRM)