CRM Consultants & Implementation Partners in Stillwater, OK

Built to Excel is a technology consultancy in Stillwater, Oklahoma. It helps small and growing businesses get more value from the software they rely on. The firm is an official Odoo Partner, so it is worth a look for organizations considering one platform that combines customer relationship management with sales, accounting, inventory, project management and HR tools. Its core idea is that a company's systems should support daily operations rather than get in the way.

Odoo consulting and implementation

For buyers interested in Odoo, Built to Excel handles assessment, deployment, migration and customization. Odoo is modular, so the team helps each business work out which apps it actually needs and turn on only those. Projects can include moving records out of older tools, setting up several modules and fitting the system to existing workflows. Because connected Odoo apps share information, a CRM rollout can cut down on entering the same data twice across sales, invoicing and other departments. The firm also helps clients choose a subscription plan based on number of users, hosting preference and billing cycle. How long a project takes depends on scope. A simple setup may be done in a few weeks, while a heavily customized deployment pulling data from several sources can take several months. New clients start with a free needs assessment, booked through an introductory call.

The company stresses that its advice is unbiased. It says its job is to recommend what suits each client, not just to sell licenses. It also points to its local support, so clients keep working with a nearby team after go-live.

Tech Review and training

Built to Excel also offers a structured Tech Review for companies unsure whether their current platforms are the right fit. The firm looks at the client's needs and tools and writes up recommendations for running things better. If the client wants, it can also help put the changes in place and train staff on new systems. This is a practical first step for organizations that think their CRM or other business software is falling short but have not picked a replacement yet.

Training is the firm's second main offering. It teaches widely used applications, including Microsoft Excel. Employers use these sessions as a staff benefit, to make teams more productive or to onboard new hires. Sessions can be held on site, online or in a mix of both.

• Odoo needs assessment and plan selection
• Odoo implementation, configuration and customization
• Data migration from existing platforms
• Tech Review of current systems with recommendations
• Implementation help and staff training
• Microsoft Excel and other software training

MOD software and resources

The firm also builds MOD, its own modular business software based on real operating experience. MOD is designed to work alongside whatever accounting or point-of-sale system a company already uses, including less common ones. Customers put together a package from only the parts they want. Built to Excel also keeps a library of guidance on business basics such as setting up an LLC and registering a domain.

The firm says Odoo can be adapted to many industries, including manufacturing, retail and service companies. For buyers comparing CRM partners, Built to Excel's main draw is that one local firm offers official Odoo partnership, an independent review of current systems and hands-on training.

JRP MTS, LLC, which presents itself as JRPMTS LLC, is a full-service marketing and technology agency headquartered in Stillwater, Oklahoma. It mainly works with small and local businesses, and its stated aim is to help them use marketing technology to grow. It serves clients across the central United States and also takes on work outside that region. For buyers comparing CRM partners, the firm is best understood as a digital marketing agency that builds customer relationship tools as part of a wider growth program, rather than a dedicated reseller of a single CRM platform.

CRM and Sales Enablement Work

The agency calls its systems work tech-powered sales and marketing enablement. Under that label, it develops custom CRMs, reporting dashboards and chatbots that fit into how a client already operates. The goal is to give owners data they can use to make decisions. On the web side, it treats a website as part of a broader technology stack meant to attract and convert prospects. Its custom chatbots can answer common customer questions, guide visitors around a site and offer basic support, which helps move leads through the sales funnel. The site does not name any specific CRM vendors, partnerships or certifications.

Wider Service Range

CRM projects usually sit next to a broad set of marketing services, including:

• Search engine optimization, from keyword research to technical and on-page fixes
• Pay-per-click and paid social advertising
• Organic and paid social media management on Meta, Instagram, X and LinkedIn
• Custom, mobile-first website design with built-in SEO
• Mobile app development
• Branding, graphic design and print collateral
• Photography and video production
• NFC chip programs for smart cards, signage, review collection and asset tracking

How They Engage With Clients

JRPMTS avoids generic packages and shapes each strategy around the individual business. It stresses transparency and accountability, measures lead generation results with analytics, and ties its reporting to return on ad spend. The agency describes itself as an extension of a client's own staff, essentially acting as an outsourced marketing department. It offers free consultations, SEO reports and marketing audits as starting points. Its office is open on weekdays, and weekend meetings are available by appointment.

Background and Team

The company was formed when Masters Technology Services merged with JRP Media Management LLC. The merger brought one firm's technology focus together with the other's creative media work. Co-founders Jackie Padgett and Kristen Hadley lead the business, and Sherril Moore serves as chief technology officer. The wider team includes a business development lead, a project manager, graphic designers, content creators, a photographer, a reels specialist and marketing analysts. According to the agency, its core members previously ran their own agencies in their specialties. It reports about 20 employees and contractors, roughly 345 finished projects and a combined 120 years of experience. Its portfolio includes websites for a roofing contractor, an auto repair shop and a dog breeder.

This mix of marketing execution and in-house technical development may appeal to small businesses that want CRM and automation tools built alongside their advertising, website and content programs. Organizations that need certified implementation of a specific enterprise CRM platform should confirm platform experience directly, because the site does not list any.