Let's figure out the fastest path forward.
Pick whichever is easier — book a 30-minute call on the calendar, or send us a quick note. You'll hear back within one business day.
Book a discovery call
30 minutes. No pitch deck. We'll talk through where your firm is today and whether CrestOps is the right fit.
Before the first call.
The most common questions we get from firms evaluating Salesforce.
Most of our implementations run 8 to 10 weeks from kickoff to go-live. That includes discovery, design, build, user acceptance testing, training, and a short hypercare window after launch. Larger firms or complex integrations can extend the timeline, but we scope everything up front so there are no surprises.
Our Salesforce implementations for small and mid-size law firms start at $8,000. The exact price depends on scope — how many users, which clouds, which integrations, and how much custom automation. Ongoing admin and managed services are billed at $150 per hour with a minimum of 10 hours per month.
Law firms are our specialty, but we also work with other professional services firms — consultancies, accounting firms, and similar operations — where intake, matter or engagement tracking, and ongoing client service are the core workflows.
Yes. Org cleanup and optimization is one of our main offerings. We audit your current configuration, simplify Flows and automations, remove unused fields and layouts, improve reporting, and document everything so your next admin or consultant can pick up where we left off.
Parth Patel, the CrestOps founder. You work directly with the consultant doing the work — there are no account managers, no handoffs to junior staff, and no offshore teams. That is intentional: it keeps communication fast and decisions clear.
Yes. We have integrated Salesforce with NetSuite via Boomi, and we regularly connect QuickBooks, Stripe, Gmail, and Outlook. If your firm uses a niche legal-tech tool, we will scope the integration during discovery.
Book a free 30-minute discovery call. We will talk through where you are today, what success looks like, and whether CrestOps is the right fit. If it is, we will follow up with a clear scope and quote within a few days.