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



Resources You’ll Love …

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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 >>>

LVP Case Studies

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.

Ledgeview Partners Services

LVPOur clients are loyal because we:

  • Listen to what you want before we suggest anything.
  • Personally connect one-on-one with you.
  • Customize CRM for 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 >>>

Ledgeview’s Project Approach Delivers:

We put … Process First. Technology Second.

Ledgeview Partners Services

We worked with a lot of consulting firms, and hardly anyone takes a proactive response like Ledgeview. It was straight up with Ledgeview.

Ledgeview Partners eBooks

We are the Experts so You Don’t Have to be


Ledgeview Partners Resources

Thought Leaders Love Infographics …


It’s been a great project and it’s always a relief and highly productive when we are with a strong partner like Ledgeview. The experience and acumen the team brings is world class and we are in a better place because of it.

Anthony Darden, Director of IT, Caplugs

We Care About Giving Back

Regardless of the economy, Ledgeview Partners donates 5% of its net income to charity every year. Ledgeview has focused on the value of giving back to communities since its inception more than 10 years ago. In addition to our work with Compassion International, a nonprofit organization that provides resources and opportunities to children in third-world countries with the education, food, mentorship and medical care they need to survive, Ledgeview proudly supports Salesforce’s Pledge 1% program.

Pledge 1% is a corporate philanthropy movement dedicated to making the community a stakeholder in every business. Spearheaded by Atlassian, Rally, Salesforce, and Tides, Pledge 1% empowers companies to donate 1% of their product, 1% of equity, 1% of profit or 1% of employee time to improve communities around the world.

Ledgeview proudly supports global and local communities, sponsoring causes our employees love like Harbor House Domestic Abuse Program, Ashley Anderson Scholarship Fund, The Salvation Army, The Ronald McDonald House, and The Boy Scouts of America’s Rockets for Schools.

We carry ourselves with a charitable spirit in the work we do and the ways we live. We believe in philanthropic leadership, which guides our success and beloved work culture.

Salesforce Pledge 1% Ledgeview Partners

We are proud to align with Salesforce’s Pledge 1% philanthropic model. Our give-back initiatives have helped guide our team with a spirit of charity and being a part of something bigger than a workplace or company — compassion is who we are.

Doug Fissell, Co-Founder and President of Ledgeview Partners