Business + Technology Consultants

Ledgeview Partners is a business and technology consulting company who partners with organizations to transform sales, marketing and customer service operations & processes that are supported by core technologies including Customer Relationship Management (CRM) and Marketing Automation.

Ledgeview Partners Gold Microsoft Partners



Featured On-Demand Webinars

CRM A-Z From Selection and Implementation to User Adoption and ROITips and Best Practices for Gaining User AdoptionDigital Transformation of the Customer ExperienceTop Tips Every Dynamics CRM Admin Should KnowSalesforce vs Microsoft Dynamics 365Empower Your Sales Team With Customer Anlaytics

We are industry experts

Since 2007, Ledgeview has performed 1,700+ projects for companies of all sizes in many industries including manufacturing, distribution, oil & gas, education, and many more. We understand your pain points, your lingo, your supply chains, and how to make CRM work for you. Our integrated CRM solutions will bring order and sanity to your busy life, putting you in charge of your information.

Ask us for references in your industry >>

There’s an authenticity to the work that Ledgeview does. They’re honest and transparent, and their passion is completely reflected in the work they do. You can trust them.

Bree Spencer, Director of Evaluation & Technical Assistance, Safe & Sound

Transforming Business, ONE Relationship At A Time

Ledgeview Partners’ consultants combine savvy business intellect with strong technological aptitude to provide solutions that extend well beyond software implementations.  It’s about building relationships, transforming business, and delivering phenomenal customer experiences.

Our clients are loyal because we:

  • Listen to what you want before we suggest anything.
  • Personally connect one-on-one with you.
  • Customize CRM to what you want.
  • Stay within budget and deliver on-time.
  • Provide consistent contact with status updates.
  • Quickly respond to questions with accurate answers.
  • Have fun. We like to laugh. Humor keeps us sharp and sane.
  • …and a whole lot more of really good stuff.


Find out why we have a 98% retention rate >>

The Ledgeview Project Approach…
Process First. Technology Second.

Process First Technology Second

We’re working on our next phase with Ledgeview Partners right now. If you’re ready to make the move to CRM, I can’t give you a better recommendation than to tell you the story of our experience. Ledgeview delivered what they said they would. It was flawless.”

Information Technology Director, Sundyne

Create A Sales Process That Will Drive Results

>> Check out these infographics and on-demand webcast! 

It’s an unbelievable partnership. They’re a great company, and good people. Very professional, and good at talking through the details. Our working relationship was very much a two-way street with both companies sharing information back and forth to achieve our project goals.

Director of Marketing, Technical Prospects

We’re real and we care

Five percent of our net income goes to charity. Every year. Regardless of the economy. One of our walls is covered with pictures of the children our staff sponsors through Compassion International. And we assist our employees in sponsoring local causes including:

  • Harbor House Domestic Abuse Programs
  • Ashley Anderson Scholarship Fund
  • The Salvation Army
  • The Ronald McDonald House
  • The Boy Scouts of America’s Rockets for Schools