Lisa and Doug started Ledgeview Partners in 2007 with some make shift desks, a handful of customers and just two “employees”. Since then we have steadily grown to 500+ active customers and continually grow our team each month. When the business started, a conscious decision was made to “not be all things to all companies” but to be very, very good at one thing…Customer Relationship Management. It’s a strategy that’s paid huge dividends over the years.

Bring Customers Closer

Ledgeview Partners sells CRM solutions. But we’re not that into it.

Don’t get us wrong, CRM can be amazing. We believe every business should take advantage of it. But without the right expertise behind it, it’s just software.

The key is the “R” in CRM. Customer Relationship Management is really about figuring out how to build great relationships with your customers. That’s what matters. Relationships lead to loyalty, and loyalty leads to growth and sustainability for your business. That’s where most implementations go off the rails.

See, what we’re really into…the part that trips our trigger…is helping you harness the amazing power of vibrant relationships to reshape your business, inside and out. We don’t just install a software system or build cute little widgets. We’re serious business advisors. We dig into the way you do things in order to understand how your company works. We uncover your pain points, and we cast a vision for how we’ll wipe those suckers out.

We’ve dedicated ourselves to transformative work, serving you by leveraging our astounding amount of knowledge and expertise to guide you through a magical experience of learning and invention. Yeah, we said magical. It’s the kind of experience that leaves you saying, “Wow, how’d they do that?” That’s the goal. We use industry-leading software tools, a deep understanding of your specific industry, incredibly capable people who are personally committed to making you successful, coupled with an insatiable curiosity, to deliver the perfect CRM solution for your business.

Okay, maybe we are really into CRM. The point is, you can get software from anyone. Our goal is to change the way you do business. To help you to delight your customers in ways they don’t expect. In ways that convert to growth.

We take joy in your success, because it means we’ve fulfilled our purpose of serving you by harnessing our mastery of CRM to help you grow and prosper. We realize that puts the bar pretty high, but we’ll reach it. And when we do, you’ll be amazed by what happens to your business.

Ledgeview has distinguished itself, in my mind, from the highly commoditized market in which it exists. It does so by providing personal attention to the client in delivery of exemplary service and quality product.

Christopher Thomas, Synygy

High-Tech and High-Touch

We are a high-tech company that values high-touch. Our President, Lisa Benson, shows it by baking thousands of homemade Christmas cookies every year for our customers and employees. It’s the little things that make a big difference, and in the end, set us apart from our competitors.


Partners with Microsoft Dynamics and

We are a Microsoft Dynamics CRM gold-certified partner and a Silver Cloud Alliance Partner. We provide, implement, and support both CRM tools to companies of all sizes and in all industries throughout the United States and Canada.