NODE Technology Consulting, LLC

Service catalog

CRM, automation & IT consulting

NODE helps small and midsize businesses compare CRM and SaaS platforms, configure the system around real work, clean up records, build practical automations, and keep the platform managed after launch.

Modular NODE workflow system for service operations

CRM/SaaS platform selection

Plain-language platform fit reviews for owners deciding between Salesforce, HubSpot, Microsoft Dynamics 365, Zoho, monday.com, QuickBooks-connected workflows, or a lighter custom process.

  • Feature, cost, adoption, and reporting comparison
  • Current workflow and customer-data assessment
  • Recommendation notes that explain what to buy, defer, or avoid

CRM/SaaS implementation and customization

Configuration support that turns the selected platform into a usable operating system for sales, service, billing, follow-up, and management reporting.

  • Pipelines, forms, fields, permissions, and dashboards
  • Automation rules, notifications, task queues, and handoff logic
  • Data import cleanup, migration planning, and user training notes

Managed CRM administration

Ongoing administration for teams that need someone to keep the platform clean, documented, useful, and aligned with how the business is changing.

  • User access, role changes, records, reports, and dashboard updates
  • Recurring cleanup of duplicate, stale, or incomplete records
  • Monthly improvement lists for workflows, fields, automations, and training

Salesforce administration

Configuration support for businesses that need cleaner records, better reports, stronger workflows, and clearer user adoption.

  • Fields, page layouts, profiles, and permissions
  • Reports, dashboards, and workflow automation
  • Data cleanup, import mapping, and documentation

Python and process automation

Small tools that save time by handling repeated data, spreadsheet, PDF, reporting, CRM import/export, and file-management work.

  • Spreadsheet and report automation
  • Data cleanup and batch processing
  • Custom utilities for recurring operations

Websites and digital intake

Clean landing pages, quote forms, work-order forms, website updates, content cleanup, basic SEO, and practical digital intake connected to CRM-style follow-up.

  • Service pages and quote-request pages
  • Website maintenance and mobile cleanup
  • Digital intake and campaign landing pages

Data analysis and pricing workflows

Dashboards, performance tracking, job metrics, client reporting, billing analysis, regional pricing, national benchmark support, and owner-ready CRM reporting.

  • KPI design and dashboard reports
  • Business statistics and client metrics
  • Quote, invoice, and job performance analysis

NODE Dashboard Contract

A recurring dashboard contract for businesses that want NODE customized to their own services, quote logic, work tickets, billing records, customer follow-up, and reporting.

  • Starter, Operations, Growth, Priority, and custom contract levels
  • Monthly support hours for maintenance and workflow refinement
  • Company-specific service catalog, pricing matrix, documents, and dashboard setup

NODE Dashboard beta program

A limited 10-business review program for selected small businesses that want to help test NODE Dashboard before public rollout.

  • Waived monthly platform fee during approved beta participation
  • Dedicated computer rental and guided setup terms
  • Confidential workflow review, NDA, and beta participation agreement required

HR consulting and internal operations

Support for hiring packets, onboarding, employee communication, role documentation, and clearer internal operating procedures.

  • Hiring and onboarding materials
  • Employee-facing procedures and communication
  • Role clarity and workflow documentation

General business consulting

Practical help for owners who need cleaner records, better workflows, startup organization, client follow-up, platform decisions, and business formation support.

  • New business formation organization
  • Client records and follow-up workflows
  • Operational checklists and process design

Policies and documentation

Professional internal documents for companies that need stronger procedures, onboarding, compliance records, and repeatable workflows.

  • Policy manuals and employee instructions
  • Subcontractor and operations templates
  • Process maps and audit-ready file organization

NODE Dashboard Contract

A custom CRM-style workflow dashboard without enterprise overhead.

NODE can be tailored to a client's company as a monthly dashboard contract, with setup handled up front and included maintenance time each month for service catalogs, customer records, pricing, forms, documents, work tickets, and reporting adjustments.

  1. Starter$149/month plus setup. Includes 1 monthly support hour for very small teams.
  2. Operations$249/month plus setup. Includes 2 monthly support hours for active service teams.
  3. Growth$399/month plus setup. Includes 4 monthly support hours for growing businesses.
  4. Priority$699/month plus setup. Includes 8 monthly support hours for high-touch operations.

Ready to scope a job?

Send the business problem and the timeline.

Request a quote Schedule consult Apply for beta review Submit work order