Need CRM consulting? Want an AI solution?

We help small and mid-sized businesses with the right CRM and AI application that provides real ROI.

Why Choose The Marks Group as Your CRM
and AI Consulting Partner:

  • We currently serve more than 600 companies using dozens of CRM systems and our tailored AI applicatons
  • Our President, Gene Marks, speaks frequently on CRM and AI topics to business groups, corporations and industry associations more than 50 times a year.
  • For the past 20 years Gene covers CRM, AI and other business technology topics for Forbes.com weekly.
  • We are long-term partners of Microsoft Dynamics, Salesforce, and Zoho: three leading CRM vendors
  • We are experienced with AI tools such as OpenAI’s Codex, Anthropic’s Claude Code, Copilot, Gemini and more
  • Our CRM and AI consulting includes choosing and implementing the best platform for business, implementing the solution and training your users. Our services integrate our CRM and AI solutions with other applications, file storage and databases your business currently uses.

Our primary CRM applications:

Zoho logo
HubSpot CRM logo
MS Dynamics logo
Salesforce logo

Other CRMS we work with:

Insightly CRM logo
Nimble CRM logo
Copper CRM logo
Method CRM logo
Redtail CRM logo
Agile CRM logo

Free Consultation and Discovery

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