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Committed to Client Growth.
Rooted in Client Service.

Who We Are

CLIENTSFirst provides marketing technology and client intelligence services and solutions to firms across the United States and Canada. We offer a complete portfolio of CRM and eMarketing services, Data Quality Solutions and Client Intelligence Services to help you grow your business.

We work with many of the leading technology platforms  to find the right solution for each Client. CRM platforms we frequently work with include ContactEase, IntelliPad, InterAction, Legal360, Microsoft Dynamics, Intapp OnePlace and Salesforce. We also work with various marketing automation tools including Concep, Hubspot, Vuture, Marketo, Saturno and Tikit. We work with leading ERM system providers as well including Client Sense and Introhive. At CLIENTSFirst, we are continually exploring new technology to build our expertise and add value to benefit our Clients.

CLIENTFirst consultants and professionals are available to provide Clients with unparalleled service across a broad spectrum of industries. We understand your challenges because we’ve been in your shoes looking for technology solutions. For us, putting Clients first is not a philosophy – it’s who we are!

CLIENTSFirst is a Woman-owned Business Enterprise

Where We Are

As a virtual company, CLIENTSFirst consultants work remotely to meet our Clients’ CRM, Data Quality, eMarketing and Client Intelligence needs. We can be where you are – any time, any day of the week – and we often travel to Client locations to ensure every need is met and success is achieved. See where we work throughout North America and across the U.S.

Industries We Serve

At CLIENTSFirst, we strive to gain an understanding of our Clients’ businesses and industries so that we can provide insights and ideas to help them grow and succeed. We have more than a decade of experience working together with all company sizes including some of the top law firms, accounting firms and consulting firms in the world. While our roots are in professional services, we’ve branched out into other industries including: real estate, private equity, venture capital, investment banking, software and recruiting as well as travel, tourism and visitors bureaus – to name a few. What we’ve discovered is that while businesses and organizations in these industries may differ, their CRM and eMarketing challenges are similar.


Focusing on marketing takes time that busy lawyers don’t always have and for lawyers, time is money – literally. As a result, law firms require CRM and eMarketing systems that are easy to use and require minimal training. Our team’s experience in marketing and CRM management at some of the nation’s top firms helps us understand how firms can best utilize technology to grow their business. To learn more click here.


Accounting firms need to organize and track client relationships and communicate effectively with their clients and market their firms. Additionally, many firms also require sophisticated pipelines and marketing analytics, areas where the CLIENTSFirst team has significant expertise. To learn more click here.


Sharing information is a key focus for consultants and well-implemented and integrated CRM and eMarketing systems are essential tools for client communications and fostering relationships to enhance business development. As consultants ourselves, we understand the needs of consulting firms and have been able to help them better utilize marketing technology to get results. To learn more click here

Real Estate

Our goal is to help our real estate clients apply CRM and technology to leverage the data and people within their networks and engage with clients to close deals. To learn more click here.

Private Equity

Private equity groups and their portfolio firms make quick decisions in a highly competitive market, and that requires fast, accurate and timely data.  We help our private equity clients apply CRM and technology
to leverage the data and people within their networks and achieve returns on their substantial investments. To learn more click here

Venture Capital

Venture capitalists may manage relationships with hundreds of target companies. CRM is essential for venture capital firms to build and manage their extensive networks and relationships. At CLIENTSFirst, we help our venture capital clients apply CRM and technology to leverage the data and people within their networks. To learn more click here

Investment Banking

At CLIENTSFirst, we help investment banks apply CRM and technology to leverage data and people within their institutional networks, to effectively engage and generate revenue. To learn more click here.

We Provide Client Solutions

Join Our Team

Interested in helping us put Clients First?  Click below to view opportunities to join our team. We offer a non-traditional work-from-home environment that gives our employees the best of both worlds. It’s virtually the best career move you’ll make.

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