Shipped work. Real outcomes. No NDAs needed.
A few representative engagements that show how CrestOps scopes, builds, and hands off Salesforce projects.
From Spreadsheets to Salesforce: Organizing 500+ Client Records for a NJ Wills & Estates Firm in One Week
How a 3-attorney New Jersey wills, trusts & estates law firm replaced scattered spreadsheets with a custom Salesforce environment in one week — 500+ contacts cleaned, migrated, and tied to a Matter object built for estate-planning workflows.
Read case studyBuilding a Custom Intake-to-Matter System for a Law Firm
How CrestOps designed a Salesforce intake form and matter automation that replaced a spreadsheet-based process — cutting new-matter setup time from 30 minutes to under 5.
Read case studyOrg Rescue: Cleaning Up a Four-Year-Old Salesforce Org
A professional services firm inherited a Salesforce org with 200+ unused fields, 40+ overlapping Flows, and no documentation. Here's how we turned it back into a system people actually wanted to use.
Read case studyIntegrating Salesforce with NetSuite via Boomi
How CrestOps connected a firm's client-facing Salesforce org with their NetSuite financial system using Boomi — eliminating a manual weekly sync and giving leadership real-time revenue visibility.
Read case studyReady to stop wrestling with Salesforce?
Book a free 30-minute discovery call. We’ll map out where your org is today and what a clean, fast path forward looks like.