# AeyeCRM

> Sales Process Automation for family-owned and founder-led businesses. We build connected CRM, automated workflows, and a lead-to-cash system that the team can run without the founder in the room. Salesforce-first, platform-honest. Based in Austin, TX.

AeyeCRM is a CRM consultancy founded in 2024 and based in Austin, Texas. We specialize in helping family-owned and founder-led businesses turn what's in the founder's head — how leads come in, how quotes get sent, how jobs get tracked, how invoices get paid — into a connected, documented system the whole team can run.

Our deepest expertise is Salesforce, but we are platform-honest. We've recommended HubSpot, Zoho, Microsoft Dynamics 365, and industry-specific CRMs like Honeybook when those were the right fit. The goal is to get the client on the right CRM and optimize what's around it — not to push a platform.

The founder is Philip Shannon, a Salesforce-certified CRM consultant who has spent his career building automation and workflow systems for family businesses, professional services firms, and growing operations.

Engagements typically start at $3,000. Most clients are family-owned businesses ranging from 5 to 100 employees who need to make their operations more durable, more documented, and less dependent on any one person.

## Services
- [Sales Process Automation](https://aeyecrm.com/crm-services): Our core offering — turning the founder's playbook into a connected system across CRM, marketing, accounting, and operations.
- [Salesforce consulting](https://aeyecrm.com/crm-services/salesforce): Implementation, customization, managed services, integrations, platform development, and migrations. Our deepest expertise.
- [HubSpot consulting](https://aeyecrm.com/crm-services/hubspot): Setup, optimization, and migration support for HubSpot CRM.
- [Zoho consulting](https://aeyecrm.com/blog/crm-services/zoho): Implementation and optimization for Zoho One and Zoho CRM.
- [Microsoft Dynamics 365](https://aeyecrm.com/blog/crm-services/microsoft-dynamics-365): Implementation for businesses already in the Microsoft stack.
- [Integrations](https://aeyecrm.com/crm-services): QuickBooks, NetSuite, Xero, Stripe, e-signature, project management, Microsoft 365, Google Workspace.

## Industries we serve
- [Family-owned businesses](https://aeyecrm.com): Our primary focus across all industries.
- [Manufacturing](https://aeyecrm.com/blog/crm-for-manufacturing)
- [Wholesale and distribution](https://aeyecrm.com/blog/crm-for-wholesalers)
- [Retail](https://aeyecrm.com/blog/crm-for-retail)
- [Farming and agriculture](https://aeyecrm.com/blog/crm-for-farming-agriculture)
- [SaaS](https://aeyecrm.com/blog/crm-for-saas)

## Key pages
- [Homepage](https://aeyecrm.com): Overview of Sales Process Automation and what we do.
- [About](https://aeyecrm.com/about-us): About Philip Shannon and the AeyeCRM origin story.
- [CRM Selection Guide](https://aeyecrm.com/crm-selection-guide): How to pick the right CRM for a family-owned business. Honest fit profiles for Salesforce, HubSpot, Zoho, and Microsoft Dynamics.
- [FAQs](https://aeyecrm.com/frequently-asked-questions): Common questions about Sales Process Automation, CRM platforms, pricing, security, and working with AeyeCRM.
- [Contact](https://aeyecrm.com/contact-us): Get in touch, book a call, or take the Scorecard.
- [Case studies](https://aeyecrm.com/case-studies): Real implementation outcomes from family-owned business clients.
- [Blog](https://aeyecrm.com/blog): CRM and Sales Process Automation insights for family businesses.

## Tools and assessments
- [Succession Readiness Scorecard](https://successionscorecard.com): A 15-minute self-assessment that scores how succession-ready a family business is across CRM, processes, people, and documentation. Free.
- [Salesforce SOW Calculator](https://aeyecrm.com/crm-services/salesforce/salesforce-sow-calculator): Free estimator for Salesforce implementation scope.

## Contact
- Email: fixmycrm@aeyecrm.com
- Phone: +1-512-222-3382
- Address: 901 South MoPac Expressway, Barton Springs, Suite 300, Austin, TX 78746 (by appointment only)
- LinkedIn: https://www.linkedin.com/company/aeyecrm/
- Calendar booking: https://calendar.app.google/dFQEPDnkW4JizDkr5

## Legal
- Legal entity: AeyeCRM, LLC
- [Terms of Service and Privacy Policy](https://aeyecrm.com/terms-of-service-and-privacy-policy)