Consulting Services

CRM & Marketing Automation

Organize your lead and customer data and leverage powerful automation engines to make sure your customers and leads get the right follow-up at the right time.

API & Custom Development

Whether you use multiple systems and need them to work together seamlessly, or you need some custom code written to fill a gap in functionality, we’ve got you covered.


Not sure how to start automating manual tasks in your marketing and operations? We’ll help you put together a solid, step-by-step plan of action.


You’ve got the tools, make sure you & your team are set up for success! We can show you the basics, best practices, and cutting-edge advanced techniques to get the most out of your CRM.

  • Robert Calise’s ability to think beyond what my current needs are is just one of the reasons he is a class above any other developer I’ve ever worked with. Contact him for all your standard, complicated or cutting-edge requests.

    Raven Kleinbach Clever Automation

Get In Touch

Need help picking the right CRM/Marketing Automation platform, or have a project you’d like to discuss? Let’s chat! Just fill out the form below and I will be in touch as soon as possible.


31 St. James Ave, 6th Floor, Boston MA 02116


+1 617 356 8250


Robert Calise is an Infusionsoft Certified Partner
Bob CaliseConsulting