Justin Loza, owner of DKomplex, wearing a blue suit. — Justin Loza · Owner, DKomplex

CRM implementation that works for your people.

Complex problems + our team = solved.

We're the IT+ Firm®. We help organizations implement, integrate, and improve Microsoft Dynamics 365 and HubSpot CRM—bringing your people along from kickoff and go-live through adoption.

Based in Monterey, we put CRM consulting and implementation at the center of our technology consulting—connecting customer processes, business systems, and the people who use them.

Get in touch How IT+® works Explore solutions

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Certified partner of Microsoft Solutions Partner

We are the IT+ Firm®

The software is rarely the hard part. The IT+® approach recognizes that how people are involved in a project is the biggest factor in its success.

By involving them from kickoff to implementation and ensuring they see the benefits and ROI of new tools, we drive full user adoption across all levels from executives to junior staff — significantly improving business outcomes.

See our work

From first call to full adoption.

The full IT+® process

Start
Free CRM Clarity Call
A diagnostic call to map your desired outcomes, current pain points, the right-fit platform, a phased roadmap, and how adoption will actually work.
Book a clarity call
Build
Project Delivery
Co-created implementation: data migration, system setup, automation, role-based training, customer portals, and AI & analytics — built with your team, not at them.
Sustain
Ongoing Support & Enhancements
Continuous optimization once you're live: maintenance, system monitoring, data governance, training for new staff, and comprehensive support.

People in the project + tools they use= what it adds up to.

Improved Collaboration: One source of truth your whole team actually works from.
Better ROI: Systems that get used return the investment that built them.
Enhanced Data Access: The right information in reach when a decision needs it.
Increased Customer Satisfaction: Faster, more consistent service on the front line.

Seven ways we work, each one with your people in the room.

Different teams. Different data.
One shared CRM.

Division A

Sarah Chen

sarah@example.com

Company: Northwind

Division B

S. Chen

sarah@example.com

Account ID: NW-1042

Cleaned, mapped, combined

One CRM

Sarah Chen

sarah@example.com

Company

Northwind

Account ID

NW-1042

One customer. Both teams’ details.

We bring acquisitions and divisions into one CRM, with clean data your teams can work from.

Illustrative example

What each service includes

Integration and Migration: Connect business systems and move customer data into a shared CRM with clear ownership and field mapping.
CRM Setup and Automation: Configure HubSpot or Microsoft Dynamics 365 around your sales process, with practical workflows that reduce manual handoffs.
Enablement and Adoption: Help teams use their CRM through role-based training, guided practice, and shared responsibility for adoption.
Portal Development: Plan and develop portals that let customers and partners work with the information connected to your CRM.
AI and Analytics: Connect CRM reporting and AI capabilities to useful business questions, with attention to data quality and human oversight.
Testing and Monitoring: Test workflows, permissions, and integrations, then monitor how changes affect the people using your CRM.
Problem-Solving Workshops: Bring your people together to understand a business problem, map the process, and agree on practical next steps.