We want you to get the most from your CRM/software investment, which is why our expert team walks you through each step — from selection, to adoption, to training and support. We listen. We personalize. We stay with you.

What We Do

It starts with listening. Our staff sets up a free discovery call to learn about the inner workings of your business. What is your business model? Which systems do you currently use? What's working and what isn't? As we piece together the picture of your business, we start to formulate our recommendations for the best software to meet your needs.

When you're ready to take the next step, we lay out an implementation and training approach that's right for your budget and timeline. You are paired with a Project Manager who makes sure your implementation stays on track. Then, we introduce your team to one of our certified trainers to get you started with live or online training.

But we don't stop there.

Our philosophy of listening, personalizing, and staying with you isn't just a tagline, it's our innate belief as a company. We want to see our customers succeed, and the best way to make that happen is through ongoing support. After your implementation and training, your TAI team stays by your side, providing a Customer Success Manager who acts as your point of contact for the remainder of your software lifetime. Our in-house team is nearby and ready to help with system upgrades and customizations, while our software experts offer free educational experiences for you and your entire company. Having technical issues? We have you covered there, too. Our support department escalates issues so you never have to deal with an overseas call center or go through 100 phone menus to get the help you need.  

The software journey doesn't have to follow a difficult path. With a friend like TAI advocating for your best interests, you can spend less time worrying about your software and more time enjoying its benefits. Contact us today to get started with your free discovery call. 

Core Values


Our team of software professionals is committed to expanding their expertise through continued education, training, and research. We keep our skillsets up-to-date so we can deliver the most professional and informed insights to our clients.


Superior businesses not only meet needs, but also exceed expectations. That’s the type of experience we want to give our clients, and we work every day to make it a reality.


A company may have the talent, the capital, and the connections; but professionalism is the backbone of it all. Technology Advisors makes professionalism a priority, every day.


C.S. Lewis famously said “integrity is doing the right thing even when no one is watching.” At TAI, we stand by the principles of integrity in every facet of our business conduct. We believe our professional integrity is the cornerstone for building trusted partnerships and lasting relationships.


When TAI launched in 1991, it focused on the up-and-coming world of CRM. Today, we’ve established ourselves as CRM experts, and so much more. We’re a company of innovators – from building our own top-rated integration/migration tool, to customizing platforms, crafting new solutions, and expanding our software partnerships, TAI continues to make ambitious strides in CRM and business software.

Contact Us

1111 East Touhy Ave
Suite #550
Des Plaines, IL 60018

Phone: 847-655-3400
Email: Sales@techadv.com

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