Potential Members

Complete CRM Solution is a not-for-profit association, run for members, by members. CCRMS provides a supportive community to help members become better consultants and create more profitable businesses.

The varied resources provided by CCRMS will help members develop technical and business skills, provide a ready network of peer advisors, and offer continuing education delivered by nationally-recognized experts.

Additionally, members can take advantage of a fully-trained and staffed Act! help desk to offer extended support options to their clients. Finally, CCRMS will host a customer-facing web-presence to promote our members and to develop and distribute new business leads.

Membership includes:

Facilitated Special Interest Groups (SIG) • Participation in SIGS is optional and self selecting

  • Product interests (BCM, Wired Contact, ACT, Infusion, add-ons – and more)
  • Inner Circles of non-competing consultants to help each other

Assistance with marketing:

  • Expand your brand with CCRMS marketing logos on your website and brochures
  • Get leads from the CCRMS web site and help desk
  • Fresh ideas and shared best practices

Members-only resources:

  • Communications: Newsgroup / member forums / blogs / relevant news feeds
  • Education: wiki / document library / knowledgebase
  • Scheduled, online demos and training by 3rd party vendors
  • Discounts for special purchases and 3rd-party products


  • Three quarterly webinars offering member-run and professional programming
  • Annual face-to-face meeting prior to the annual Swiftpage/Act! Conference

An available talent pool with expertise in all aspects of CRM projects:

  • Data imports, custom reports experts
  • Data conversion and development expertise
  • Trainers for remote sites
  • and much, much more . . .

If you are ready to take your business to its next level of success, apply to join.

How to join? Complete and return the Member Application Form
for Complete CRM Solution today.