Think Forward.
Think Big.

Scalable CRM Consulting & Support

We Help Businesses Grow

Caret Growth Strategies supports and implements fully scalable, industry-leading CRM and related platforms that give your business a foundation to grow. We customize feature-rich, easy-to-use solutions based on your company's specific workflow, size, and strategy.

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CRM Fits Every Business

Whether you have 1 employee or 1,000, replace your costly suite of independent applications with a fully integrated platform capable of scaling as fast as you can.

With years of experience, Caret Growth Strategies can help you optimize your processes with the CRM as your single source of truth. Whether its adding powerful dashboards, configuring integrations, or coding custom solutions, we can do it all!

Play Video Zoho Developer Hangout - May, 2023

Development You Can Trust

Mike was a featured speaker at a Zoho Developer Hangout discussing the best practices and techniques to handle errors in Deluge code (Zoho's proprietary programming language). You can find the slides to Fail Gracefully: Exception Handling in Deluge below.

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Can I Really Change Accounting Systems?

Many of our clients, even those already using Zoho to run their sales and operations, are reluctant to leave overpriced applications like NetSuite or Quickbooks. Changing accounting systems seems unnecessarily risky, even considering the savings.

But changing accounting systems doesn’t have to be a nightmare. Whether you’re looking to start fresh in a new fiscal year or need to retain historical data, Caret Growth can help.

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Learn About The Zoho Platform

The Zoho platform has over 50 applications (and counting) which can be a daunting task to understand. This guide gives you a quick overview and our thoughts on each of the apps.

Just Ask Our Clients

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  • The official logo for our valued client
  • The official logo for our valued client
  • The official logo for our valued client
  • The official logo for our valued client
  • The official logo for our valued client
  • The official logo for our valued client
  • The official logo for our valued client
  • The official logo for our valued client
  • The official logo for our valued client
  • The official logo for our valued client
  • The official logo for our valued client
  • The official logo for our valued client
  • The official logo for our valued client
  • The official logo for our valued client
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The headshot of Joe G., one of our valued clients

Joe G.

CEO
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“...Thanks to Mike's meticulous work and commitment to excellence, our team now enjoys a streamlined and efficient system that has greatly enhanced our productivity. We wholeheartedly recommend Mike Simpson to anyone seeking top-notch Zoho customization and support. His skills and customer service are truly unparalleled!”
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Kristina P.

Director of Development
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“Working with Caret Growth has been a breeze! With our new CRM, we are now able to manage our data confidently, ultimately saving our staff time and allowing us more opportunities to focus on the work that supports our mission”
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Beth S.

Owner
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“Caret Growth Strategies has had a transformative impact on our organization. Over the last year and a half, they helped us get the most out of Zoho and implement a technology strategy that simplified our processes.”
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Brad L.

Owner
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“We migrated from SOS Inventory to Zoho Inventory seamlessly, and Caret has since helped us automate many time-consuming tasks. Their expertise has kept my operations running smoothly and I can't wait to see what they have in store to help my organization grow in the future.”
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Anne B.

Owner
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“We would spend more than 5 days a month of our time manually creating reports from an array of different sources. Now we can do the same work in one afternoon with excellent accuracy. It saves us so much stress and everything gets completed on time. Thanks Mike!”
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Derek K.

Owner
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“Working with Mike at Caret Growth Strategies has been a breath of fresh air. I worked with 2 other Zoho consultants and Mike has been by far the best to work with...”
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Kat G.

Director Of Operations And Development
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“Caret Growth Strategies has been a fantastic technical support solution for our organization’s complex needs. They bring tons of experience and expertise and have been a huge asset in creating our technological vision and providing solutions.”
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Technology Solutions for Business

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Sales Process Management
CRM is vital to the execution of any sales strategy. Not only will a good system record sales goals for your entire organization, including individual targets by customer or sales rep.
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Marketing Automation
Keeping clients and prospective customers aware of your brand requires ongoing contact. Marketing automation manages your messaging across channels, including multi-functional campaigns.
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Customized External Portals
A portal is an outward-facing app, such as a website, that collects or delivers information from leads, customers, or field reps. Portals can be crucial to any nimble organization’s speed and efficiency.
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Advanced Operational Metrics
Key performance indicators (or KPIs) are operational measures of your organization’s output. Often gathered on a dashboard or other easy-to-digest report, they are mission-critical to any successful enterprise.
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Third-Party API Integrations
Although fully integrated CRM platforms are available, it isn’t always possible to bring every business function under the same suite at the same time. Clients and suppliers also maintain their own applications
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Accounting Migrations
Your accounting system is the backbone of your business. Because of that dependency, most off-the-shelf accounting platforms know they can charge a premium. Ten years ago, changing your company’s system.

Let’s get to work!

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