Introducing…
CRM Corner
Expert CRM support, right in your corner.
👉 You don’t need another tool.
👉 You don’t need a massive CRM project.
👉 You don’t need to start over.
You just need someone you trust to help you make sense of the system you already have… consistently.
That’s what CRM Corner is.
CRM Corner is for you if…
You’re paying for a CRM, but it’s not really helping you run your business.
You know your system could be better, but fixing it feels like THE WORST time suck.
You don’t need (or want) a big implementation project.
You just want someone to tell you, clearly and confidently, “do this, not that."
You don't want to start from scratch every time you ask for help. You want continuity.
🥳 This is not a course.
🥳 It’s not a community you’ll forget to log into.
🥳 It’s real-time support for real business questions.
Why this works
the magic behind crm corner
Most people don’t need a massive CRM overhaul. They just need someone in their corner to provide continuity, context, and guidance.
CRM Corner gives you:
🟣 Someone who understands your business over time
🟣 Support that evolves as your business grows
🟣 Fewer mistakes
🟣 Fewer hours wasted on research
🟣 Less rework
🟣 More confidence
🥳 Your CRM stops being something you avoid, and starts acting like the assistant it's supposed to be.
crm corner
how this works
CRM Corner is a monthly membership
👉 You get access to monthly Live Support Sessions
👉 Access to member-only 1:1 Corner Sessions
👉 Practical resources with best practices, templates, and guides
👉 Cancel anytime
This is meant to fit into your business, not become another thing you have to manage.
If you’re leaving systems rabbit holes behind in 2025 and reclaiming your time for your zone of genius, this is for you.
So… here's what's included
CRM Corner: Office Hours
Your monthly dose of “make it make sense.”
Live, small-group sessions where you can:
✔️ Ask questions about your CRM
✔️ Sanity-check decisions before you build
✔️ Understand reports, automations, pipelines, data, workflows
Practical real-time support rather than a generic help-article that helps no one.
〰️〰️〰️
Member-Only Corner Sessions (1:1)
Focused help, when you need a second brain.
A limited number of short 1:1 sessions are available each month to members on a first-come, first-served basis.
Use them to pressure-test ideas, untangle specific setups, or get unstuck fast.
Soof CRM Resources, Templates & Guides
Best practices you can actually use.
Premier access to a growing library of practical templates, guides, and frameworks to help you improve your system without overbuilding.
Real Talk
scott Levy
I had the pleasure of having Soof on my team leading the CRM strategy, implementation, and optimization with Salesforce. Soof is an incredibly intellectual and curious person who has a passion for taking her stakeholders/clients needs and turning them into actionable development steps and deliverables.
Soof does an incredible job of partnering and influencing teams to ensure that project timelines are hit, deliverables are of the highest quality, and that the impact that she set out to achieve is met. She's not just talk. Soof knows how to get into the details to make sure that solutions are built to the highest quality while being able to pull up 10,000 feet to make sure solutions are aligned with the company's future vision.
Vishal S.
Working with Soof was an amazing experience. She’s not just great at product management; she's exceptional at crafting smart solutions, especially in the Salesforce arena. Soof has an incredible gift for piecing together product strategies that really hit the mark. She led the development of multiple custom solutions for different teams. Her ability to grasp the needs and turn them into actionable, effective solutions was nothing short of remarkable.
What sets Soof apart, though, is her awesome personality. She’s super approachable and genuinely great to work with. She simplifies complex tech stuff like a pro, making everyone’s job easier. Her expertise in Salesforce, and Agile methods has made a huge impact.
Dr. Jaime G Raygoza
What sets Soof apart is her ability to not just recommend a solution, but to implement it flawlessly. She seamlessly transferred my existing data, set up intelligent automation, and created intuitive pipelines that have completely streamlined my client intake process. Thanks to her work, I now have real-time reporting capabilities and a system that prevents leads from falling through the cracks.
Her professionalism and customer-centric approach match her technical skills. I highly recommend Soof to any business looking to optimize its customer relationship management and boost its operational efficiency.
Imagine This...
🤯 Opening your CRM without tension, overwhelm, or the urge to immediately close the tab.
🤯 Having a new idea for a process… and actually implementing it because your system doesn’t scare you anymore.
🤯 Letting go of the low-level guilt of paying for software you barely use.
🤯 Pulling the exact data you need to answer real business questions, and making decisions based on facts, not vibes.
That’s what this is.
Clear guidance from someone who understands your business and your tools.
Your CRM stops being a burden and starts quietly supporting the way you work.
Pricing & value
- all of this for $79/month -
Live Sessions
Live, no-jargon CRM support where you bring the problem and we make it make sense together.
Value: ~$180/month
Included in membership
Direct Access to a CRM Expert
Real-time answers and digestible resources from someone who understands your business and your systems, and wants YOU to win.
Value: ~$200/month
Included in membership
Member-Only Corner Sessions (1:1)
Short, focused 1:1 advisory sessions available to members for when they need more help making sense of it all.
Value: $195+/hour
Included in membership
You don't need more systems,
and you don't need to upgrade.
You just need someone who knows you, and wants you to win, in your corner.
FAQs
WHEN ARE LIVE SESSIONS? WHAT IF I CAN'T ATTEND?
Live Sessions are 1st Tuesdays, at 1pm - 2pm PT. CRM Corner isn't about perfect attendance. Come when you can, skip when you can’t, and tap into Corner Sessions anytime you need deeper 1:1 support.
WHAT ABOUT PRIVACY DURING LIVE GROUP SESSIONS?
You never have to share your screen or talk about anything you’re not comfortable with. Many members ask questions verbally or at a high level. You stay in control of what you share.
ARE SESSIONS RECORDED?
Sessions are recorded, but replays are only shared with members who joined a given call. Your business stays your business.
HOW DO LIVE SUPPORT SESSIONS DIFFER FROM CORNER SESSIONS?
Live Support Sessions are small-group sessions where you can ask questions, troubleshoot, and get unstuck live.
Corner Sessions are private 1:1s for deeper work when you want focused, hands-on help.
IS THIS DONE-FOR-ME WORK?
No. This is guidance, troubleshooting, and decision support, not hands-on implementation. If you want us to do the work for you, I can guide you in a Corner Session, or we can explore some packages.
IS THERE ANY ASYNC OR SLACK/IM SUPPORT?
Not right now. CRM Corner is intentionally live and focused to protect quality and your time.
IS THERE A CAP ON MEMBERS?
Yes. Membership is capped to ensure everyone gets meaningful support during Office Hours.
CAN I CANCEL ANY TIME?
Yes. CRM Corner runs month-to-month with no long-term commitment.
WILL THIS WORK WITH MY CRM?
Most likely. As is our philosophy at Soof CRM, the guidance is process-first and CRM-agnostic, so it applies across platforms.
WHAT IF I'M NOT “TECHNICAL ENOUGH” FOR THIS?
You don’t need to be technical… that’s literally the point.
You bring the problem; I help translate it into something simple and doable inside your system.
IS THIS A REPLACEMENT FOR HIRING A CRM CONSULTANT?
No. CRM Corner is for ongoing guidance, clarity, and support without a full project commitment.
If you ever need a bigger build, CRM Corner helps you get clearer before making that investment.