TDEOS
visit site- $10,000+
- 2 - 9 employees
- Mason, OH
Client Insights
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Highlights from Recent Projects
TDEOS, a CRM consulting and SI company, was hired by a non-profit organization to assist with CRM migration, task automation, and system integrations. The scope of their involvement included evaluating CRM options, assessing cost savings, developing plans, creating data architecture, migrating data, and training employees. They also introduced a new automation platform to streamline tasks within the CRM and increase employee bandwidth. TDEOS utilized the Make platform to automate processes and integrate various apps such as Constant Contact and Monday CRM. The team, comprised of 2-5 members, was chosen for their budget-friendly pricing, cultural fit, and value for cost. The engagement, which began in July 2025, is still ongoing. The client has expressed satisfaction with TDEOS's timely responses to ad hoc requests and questions.