Complex systems.One accountableteam.
Start small. Grow without starting over. Dynamics 365 and CRM consulting for growing companies: Meghoo designs and connects the systems a company runs on, from CRM and call centers to data and AI. The senior people you meet in the first conversation are the ones who take it to go-live.
A small senior team with 15+ years and 50+ business system implementations behind it.
Why projects go wrong for growing companies
Usually the software is fine. The trouble starts with how the project was sold and who was put on it.
Priced for enterprises
Large-partner rates and minimums are built for big accounts. A 60-person company pays for overhead it never uses.
Hard to reach
Senior people show up for the sale, then rotate off. Getting a decision-maker on a call can take weeks.
Sold what's on the shelf
You get the partner's packaged offering, with your business squeezed to fit it. Then your people don't use it.
How we work
Small fixed steps, each ending in a decision. You can stop after any step and keep everything it produced.
First-pass vision
FreeWithin 2 business daysA written view of what we'd build, what's unclear, and whether we're the right team.
Pre-discovery and demo
Fixed priceAbout 3 weeks, quoted with your first passWorking sessions with owners and experts, then a demo of your top use case.
Proof of concept
Fixed priceCapped at 10% of the program, 6 weeksThe riskiest integration or AI piece, built first in your own environment.
Phased build
Per phasePriced from what the proof showedTwo-week sprints with demos. Each phase goes live on its own.
What we deliver
Everything from the first plan to the systems your people use every day. Most engagements combine a few of these, and each one starts from the process your team actually runs.
Strategy
Roadmaps and process design
A clear plan before any build: where you are, where you want to be, and the order to get there.
- Digital transformation roadmap
- Business process optimization
- Technology selection, without vendor bias
Assessment
Audits and readiness checks
An honest outside view of what you have today and what it would take to get where you want to go.
- System audit
- AI readiness audit
- AI readiness score: a three-minute self-check
- Data quality and security review
Customers
CRM and customer operations
One place for sales, service and follow-ups, shaped around how your team actually works.
- CRM implementation and modernization
- Customer and partner portals
- Reporting and dashboards
Contact center
Call center and voice
Every call answered, routed and recorded, with the context your agents need on screen.
- Call center setup and modernization
- Voice agents that answer around the clock
- Call summaries and follow-up tasks
AI
AI agents and automation
Agents that triage, summarize and draft, with a person approving what matters.
- AI agents for sales, service and back office
- Workflow and document automation
- Knowledge assistants for your team
Integration
Integration and data
Your systems connected, so information is typed once and goes where it is needed.
- CRM and ERP integration
- Data migration
- One view of what failed and why
Rescue
Rescue, performance and support
Stalled projects and slow systems brought back on track without starting over.
- Project rescue
- Performance tuning
- Training and ongoing support
Adoption
Change and adoption
New systems only pay off when people use them. We plan the rollout with your team.
- Rollout planning and training
- Change management
- Measuring adoption after go-live
About
Our team has spent 15+ years designing business systems for state and city governments, healthcare, real estate, banking, retail, manufacturing and logistics: CRM and service platforms, public portals, legacy modernization and the integrations between them.
Much of that work was rescuing projects that had gone wrong, and the pattern was always the same: the people who decided the design were never going to build it. Meghoo stays small on purpose. A growing company works directly with the people who design and build its system.
- 50+ implementations
- CRM, call centers and integration
- AI and voice agents
- Glendale, California
- Clients across the US
Insights
What the research says about why CRM and automation projects succeed or fail, with sources.
Own your solution: what you should hold on day one
Six things that should be in your name before any partner configures anything.
Read the articleProject riskWhy CRM projects fail, and why small projects usually don't
Decades of project data point to the same fix: smaller projects, built in stages, each one proven before the next.
Read the articlePeopleChange management is the project
The software is the easy part. This one is about getting a team to actually use it.
Read the articleAIYour data decides whether AI works
Why AI projects stall after the demo, and a readiness check to run first.
Read the articleIntegrationIntegration first: the hidden cost of disconnected systems
How integration connects CRM to the systems you already run.
Read the articleBuying guide12 questions to ask before hiring a CRM partner
The answers tell you more than any proposal will.
Read the articleTell us the full problem
A guided request that takes about 8 minutes. Each answer opens a follow-up question, so our reply can be specific to you. You get a written first pass within two business days, and your progress is saved in this browser.
We use this only to prepare your first pass. It is never shared or added to a list.
Rather talk it through first?
- 20 minutes with an architect, not a sales rep
- Video call or phone, your choice
- You leave knowing whether we're a fit
Senior and tired of the bench?
We're looking for experienced developers, solution architects and functional consultants who want to work directly with clients.
Questions owners ask first
Straight answers. Anything else, put it in the request.
Why don't you publish a price for the whole project?
Because any number before discovery is a guess. Every early step has a fixed price, and the full build is quoted after the proof of concept. Most programs we take on land between $50k and $200k over their lifetime.
Who owns the system when you're done?
You do. Everything is built in your own accounts, committed to your repository, and documented as we go.
Do you work remotely?
Yes, across the US, and on site in Southern California.
What if we're not a fit?
We'll say so in the first reply, with a reason and, when we can, a referral to someone better suited.