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, Elite 3E, IntelliPad, InterAction, Microsoft Dynamics, OnePlace and Salesforce. We also work with various marketing automation tools including Concep, Vuture, Marketo, Saturno and Tikit. We  work with leading ERM system providers as well including Gwabbit 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!

Where We Are

Although CLIENTSFirst has employees in locations across North America, the truth is that we are a completely virtual company. Our consultants work remotely so we can be where you are – any time, any day of the week.


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. Lately, we’ve branched out into other industries.


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.

Other Industries

While our roots are in professional services, we’ve branched out into other industries including: software companies; recruiting firms; travel and tourism and visitors bureaus for cities – just to name a few. What we’ve discovered is that while these businesses may be different, their CRM and eMarketing challenges are quite similar.

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.