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What We Do

  • CRM Implementation and Training
  • CRM, Data and System Reviews for Optimization
  • Process Reviews / Refinements and Development
  • Data Migrations from outside CRM platforms and data sources
  • System Administration
  • Vision to Vantagepoint Upgrade Services
  • Workflows and Automations Development
  • Dashboard and Report Development
  • Data Maintenance and Imports

Partner Network

Harmony Consulting Services has an established network of partner firms available to assist in the following areas:

  • Financial Consulting
  • Resource Planning / Project Management Consulting
  • Custom Programming and APIs
  • Data Migrations for Accounting Data
  • Outsourced Accounting Services

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