CRM consulting services in Provo, Utah start with your customer journey, not a software preference. Big Red Jelly is headquartered in Provo, and our approach isn’t limited to forcing every client into the same platform. We build (or recommend keeping) a CRM system around how your business actually moves someone from first contact to repeat customer.
For businesses already heavily invested in a platform like HubSpot or Salesforce, we may recommend staying put rather than migrating unnecessarily. For businesses managing customer relationships across several disconnected tools, we help consolidate into one connected system.
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Provo’s mix of BYU
adjacent local service businesses and Silicon Slopes-connected startups means CRM needs vary widely: a service business often needs appointment scheduling and lead follow-up consolidated into one system, while a growing startup often needs a CRM that scales with a more complex sales process. We diagnose which is which before recommending anything, from an office a few minutes from the Riverwoods.
What’s Included
- CRM audit: what you’re using now, what’s actually connected, and where leads or data fall through the cracks.
- Platform strategy and recommendation, HighTide (our HighLevel build), your existing CRM, or a different fit entirely, based on your business, not a default answer.
- Migration planning: what data moves (contacts, companies, custom fields, tags, pipeline info, appointments, notes) and what gets cleaned out rather than carried over.
- Integration mapping: how your CRM connects to your website, ad accounts, email, and any industry-specific software you already use.
- Training and handoff built into the engagement, not a login and a goodbye.
Our Process
01 | Audit & Strategy
review current systems, identify what’s disconnected, recommend a platform direction.
02 | Migrate & Build
data mapped, cleaned, and moved; system built around your real customer journey. Simple implementations run 2-4 weeks; complex ones (multiple integrations, ecommerce, custom automation) run 6-8 weeks or longer.
03 | Train & Support
live sessions, recorded walkthroughs, and documentation so your team understands not just how to use the system, but why it was built the way it was.
Proof
Taylor Andrews Hair Academy captured leads through Google Ads into HighTide, but every new lead required a manual handoff into their specialty CRM, sometimes taking up to a day before a prospect was ready for follow-up. We built a Zapier integration bridging the two systems automatically. Time-to-CRM dropped from around a day to under five minutes, with interests and contact details intact.
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Why Choose BRJ for CRM Consulting in Provo
- Provo-based, in-person strategy sessions available.
- Platform-agnostic recommendations, not a forced HighTide sale for every client.
- Real migration and integration experience, including bridging CRMs together when a client needs both.
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Service Area
Based in Provo, serving Utah County and the Wasatch Front.
FAQ
Do you only implement HighTide/HighLevel, or will you work with our existing CRM?
We can work with and integrate existing platforms when that makes sense. Our goal is a CRM system built around your customer journey, not replacing software for the sake of replacing it. If you’re already heavily invested in HubSpot or Salesforce, we may recommend staying rather than migrating.
What actually moves during a CRM migration?
Typically contacts, companies, custom fields, tags, pipeline information, appointments, and notes, though not everything gets migrated. Old, duplicate, or irrelevant data usually gets cleaned out first rather than carried over.
How long does a CRM implementation take?
A straightforward implementation typically runs 2-4 weeks. More complex builds involving multiple integrations, migrations, ecommerce, or advanced automation run 6-8 weeks or longer.
What does training actually look like?
It’s part of the implementation, not a login handed over at the end. Depending on the build, that includes live sessions, recorded walkthroughs, documentation, and follow-up support.
What tools do you consolidate when a client moves to one connected system?
Depending on setup: CRM, forms, calendars/scheduling, email and SMS, review management, lead follow-up, and automation, whatever’s currently disconnected across separate tools.
Your CRM Should Move Customers Forward, Not Just Store Their Data. Let’s Fix It.
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