CRM Consultants & Implementation Partners in Honolulu, HI

There are 4 CRM consultants listed in Honolulu, Hawaii. Each listing shows the firm's background, address, phone number and website so you can compare your local options before you reach out. You can also browse CRM consultants across Hawaii or see CRM consultants nationwide.

DMBGI Consultants, LLC

Overview

DMBGI Consultants, LLC is a software and business consulting firm headquartered in downtown Honolulu that has served Hawaii organizations since 1993. The company acts as a single partner for accounting systems, customer relationship management, e-business, custom programming and computer networking.

That makes it a fit for buyers who want a CRM project handled alongside the rest of their back-office and IT environment rather than as an isolated engagement. Its work is aimed at companies of every size, from small operations to larger enterprises.

CRM and Business Software

For organizations comparing CRM implementation partners, DMBGI offers CRM software as one piece of a wider catalog of integrated business applications. Its software lineup also includes ERP, Sage 100, Sage 500, business intelligence tools and fixed asset management.

The firm works with Sage products, which lets clients link customer records with financial and operational systems so that sales and service activity can be reviewed in the same context as accounting and reporting. The team describes its knowledge as covering the technical, accounting and managerial sides of the software.

In practice, that depth helps its consultants configure a system properly at the outset and recommend added capabilities later, as a client grows or reshapes how it operates.

How They Work With Clients

Engagements start with a detailed review of the client's goals and objectives. DMBGI then helps the organization choose and roll out the solution that best matches those requirements. Rather than treating a project as a one-time license sale, the firm frames its role as a long-term relationship that continues well after go-live. Its project approach typically includes:

  • Needs assessment and software selection
  • Project planning
  • User training
  • Implementation and testing
  • Ongoing advisory guidance on system use
  • Technical support during posted weekday hours

Technology and Consulting Services

Beyond software, DMBGI administers and secures client networks and delivers IT solutions tailored to each business. These technology services are offered through monthly programs, with terms that vary depending on the package selected. The firm's professional services portfolio reaches into areas many CRM resellers do not address:

  • IT system deployment, data conversions and software rollouts
  • Consulting on management and finance
  • Strategy, organizational and people advisory
  • Litigation support and risk advisory
  • Extended solutions beyond core applications

What Sets Them Apart

DMBGI's long presence in the Hawaii market, combined with its ability to bundle CRM with ERP, accounting software, networking and management consulting, gives it an unusually broad scope for a local firm. Buyers who prefer one accountable partner for applications, infrastructure and business advice, and who value working with a team based in Honolulu, may find this integrated model appealing.

The company emphasizes a lasting service commitment that supports clients' investments for years after the initial implementation. It also offers an introductory consultation for organizations exploring how new systems could move their operations forward.

Address
1164 Bishop Street
Suite 1615

Honolulu, HI 96813
Phone
(808) 536-8500

Forsman Technology & Consulting

Forsman Technology & Consulting is a Honolulu-based technology firm, founded in 2025, that helps growing organizations with managed IT, custom CRM work, AI integration and wider modernization projects. Its office is in Hawaii, but it accepts clients nationwide, and its engineers are based in the United States. Its stated goal is to give smaller and mid-sized companies the kind of technology larger corporations take for granted, while keeping the relationship personal and tied to each client's business objectives.

CRM product and services

Buyers comparing CRM partners should know that the firm does more than configure or resell other vendors' tools. It builds custom CRM solutions and is also developing its own platform, Forsman CRM. The platform is in a closed beta with a waitlist and demo requests.

The company presents it as an AI-driven operating layer for running a business, rather than a simple contact database. Inside it, a set of specialized software agents exchange information and pass work to one another. That lets a promising lead move into a follow-up, a booked meeting and a recorded result without manual re-entry. The agents announced so far include:

  • Sales: highlights warm prospects and the deals most worth pursuing
  • Marketing: prepares campaigns and content, released only after approval
  • Follow-up: drafts timely next messages to contacts
  • Customer support: sorts tickets, prepares responses and routes difficult cases to staff
  • Scheduling: proposes meeting slots and books them with consent
  • Billing: monitors invoices and raises issues, without moving funds on its own
  • Reporting: converts activity into readable summaries and weekly digests
  • Automation: coordinates the other agents behind the scenes

Routine, low-risk tasks can run on their own. Anything that sends a message, alters billing or affects a customer requires a person's approval first. Every agent works within one shared workspace under identical permission rules, and more agents are being developed. Early users are being recruited as design partners, and joining the waitlist does not require a credit card.

Broader technology services

Beyond CRM, the firm spans eight service lines, including managed IT, cloud infrastructure, AI-powered automation, software development, data science and digital transformation. It advertises round-the-clock IT support and a 99.9 percent network uptime commitment under its service-level agreement. It reports work in more than a dozen industries, with clients ranging from startups and nonprofits to large enterprises.

How the firm works with clients

Engagements follow a four-step methodology intended to keep projects tied to strategy, delivered efficiently and durable over time. Prospective clients can start with a complimentary 30-minute consultation, and the company says it does not require long-term contracts. It aims to answer new inquiries within one business day.

Forsman positions itself as a deliberately small, focused team rather than a high-volume managed services provider. It emphasizes learning each client's operations and remaining involved well after go-live. It says it models its practices on the standards of Fortune 500 IT departments, treats security as a design requirement from the outset, and builds systems meant to scale without being rebuilt. Because the company was established in 2025, buyers may want to ask about recent comparable projects when evaluating it.

Address

Honolulu, HI 96813
Phone
(808) 900-7484

LeniLani Consulting

Overview

LeniLani Consulting is a technology consultancy based in Honolulu. It works with small organizations, mainly companies that employ 50 people or fewer. The firm aims to give smaller businesses the kind of technical capability that is usually available only to large enterprises.

Its work focuses on linking software platforms, turning data into usable insight and improving how customers deal with a business. Much of its published material is aimed at Hawaii companies, including hotels and other hospitality operators, retailers, tour providers and restaurants.

For buyers comparing CRM partners, LeniLani's most relevant strength is integration. A common problem it tackles is a customer database that is cut off from accounting, project tracking and team messaging tools. The firm connects these applications so records move between them automatically. This cuts down on retyping and the errors that come with it. LeniLani is a good fit for organizations that already use a CRM but find it does not share information with the rest of their software.

Services

The company organizes its offerings into three practice areas:

  • Smart System Connections: API integration projects, automating internal processes, and setting up configure-price-quote (CPQ) systems
  • Business Intelligence: building and organizing data pipelines, plus dashboards and analytics that replace reports put together by hand
  • Digital Growth and Customer Experience: website development, AI-driven chatbots and fractional CTO guidance

Several of these services tie directly into sales and service work. Quoting tools link pricing and proposals to customer records, and chatbots can collect and answer inquiries from prospects. The dashboards give owners one view of data that would otherwise sit in separate systems. On its blog, the company covers topics such as multilingual chatbots for Hawaii hotels, cloud cost management for island businesses, and AI tools designed with Hawaiian language and culture in mind.

How they work

Clients work directly with experienced consultants. They are not handed off to account managers, junior developers or outsourced support staff. LeniLani emphasizes explaining technical choices in plain language, keeping its processes open, and tracking results that can be measured. Engagements run month to month without long-term contracts. Prospective clients can start with a free consultation or an online AI readiness assessment, and the firm publishes case studies on its website.

Background and differentiators

Reno Provine is the company's co-founder and chief executive. He writes regularly on its blog about using AI and data in Hawaii businesses. The firm works from an office on Queen Street in Honolulu.

It differs from larger CRM integrators in three ways: its narrow focus on very small companies, its practice of combining integration, analytics and customer-facing tools in a single engagement, and its attention to the conditions Hawaii businesses face.

That makes it worth considering for owners who want one partner to connect their CRM to the rest of the business rather than a firm that only configures a single platform.

Address
1050 Queen Street
Suite 100

Honolulu, HI 96814
Phone
(815) 641-6689

Pacific Point Inc.

Overview

Pacific Point Inc. is a Honolulu-based consultancy that specializes in Salesforce. Established in 2011, it designs, implements and maintains customer relationship management systems for government bodies and commercial companies. Hawaii is its home market, but it also serves clients on the US mainland and across Asia and the Pacific. Organizations in the islands that want a Salesforce partner on the ground, with support available in other time zones, are the natural fit.

Services

The firm supports a Salesforce program from beginning to end, covering new rollouts, modernization of aging systems and continuing support once a platform is live. Third-party directories describe projects ranging from small starter engagements to large, integration-heavy deployments. Its service areas include:

  • First-time Salesforce implementations
  • Transitioning data and workflows away from legacy platforms
  • Reworking and tuning existing Salesforce environments
  • Continuing sustainment and support
  • Business process definition and re-engineering
  • Solution architecture and custom development
  • Integration between Salesforce and other systems
  • Data migration
  • User training and change management

How the firm works

Pacific Point runs its projects with a proprietary method it calls Business First, a hybrid built on Agile practices. The method begins by documenting how an organization really operates, and the technology is configured to match those processes rather than the reverse.

The firm stresses user adoption, aiming for systems that employees choose to use daily instead of working around. Its listed specialties, which include project management, business analysis, and training and change management, suggest it handles the people side of a CRM rollout as well as the technical build.

It has also shared guidance on helping in-house Salesforce administrators become productive quickly, and on Salesforce AI capabilities such as Einstein.

Industries and sectors

Government work is a significant part of the firm's portfolio, and it has delivered Salesforce solutions to many different public agencies and departments. Public-sector buyers can procure its services through Carahsoft, a reseller focused on government technology purchasing. The remainder of its work comes from commercial organizations across several industries, with completed projects spanning multiple Salesforce products.

Background and footprint

Directory listings place the team at roughly 11 to 50 people. Headquarters are in Honolulu, with additional locations listed in Denver, Texas, San Francisco, Oregon, Sydney and Singapore. Business data sources describe it as a Salesforce consulting partner, and some identify it at the Silver tier. Deena Tearney is named as founder and chief executive.

The company participates in the Pledge 1% movement and directs its community efforts toward encouraging young people to enter technology careers. Reviews from employees on recruiting sites are generally favorable about the culture. For organizations comparing CRM partners, Pacific Point offers a Hawaii-based firm devoted solely to Salesforce, with public-sector experience and a delivery model led by process.

Address
1003 Bishop Street
Suite 1900

Honolulu, HI 96813
Phone
(808) 228-0581