CLIENTSFirst Consulting

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!

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Client Success Consultant
Rachel Fields is a Client Success Consultant at CLIENTSFirst Consulting. Rachel offers her Clients more than 20 years’ experience in legal marketing technology with leading law firms…
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Founder and CRM Success Consultant
As a CLIENT Success Consultant, Chris Fritsch works together with leading professional services firms across the country to help support their CRM and Client Intelligence efforts and…
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Client Growth and Success Director
Dave Whiteside is Director of Client Growth & Success at CLIENTSFirst. Dave’s focus is helping the company grow and expand its CRM, Data Quality, eMarketing and Client Intelligence …
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