Implement CRM, PSA, and ERP platforms around how your business actually operates.

Apricity helps organizations implement Salesforce, Certinia, Klient PSA, and Rocketlane with a practical approach that connects business goals, requirements, process design, configuration, testing, deployment, and adoption.

For teams launching a new platform or replacing disconnected ways of working

A new platform implementation is more than a configuration project. It is an opportunity to clarify how work should move across teams, improve visibility, reduce manual workarounds, and create a stronger foundation for adoption.

Apricity supports organizations that are implementing a new CRM, PSA, or ERP platform and need the system to reflect real business goals, process needs, reporting requirements, and user workflows from the start.

A structured implementation approach from requirements through go-live.

Apricity combines business process consulting with platform expertise to help teams move from goals and requirements to a working, adopted solution.

Our hybrid delivery model blends Waterfall and Agile project management methodologies, ensuring flexibility, collaboration, and increased time-to-value. This adaptable approach minimizes the risks associated with technology and business transformation, providing a successful framework optimized for your business.

Implementation services across Salesforce, Certinia, Klient PSA, and Rocketlane.

CRM implementations for teams that need stronger sales processes, cleaner data, better reporting, and alignment with downstream delivery workflows.

Rocketlane implementations for teams improving customer onboarding, implementation delivery, project collaboration, resource visibility, and post-go-live operations.

PS Cloud and FM Cloud implementations for organizations connecting services delivery, project financials, billing, revenue, and finance operations.

Klient PSA implementations for professional services teams managing projects, resources, delivery operations, and services workflows on Salesforce.

Implementation decisions should support the business, not just the system

Apricity does not treat implementation as a software setup exercise. We start with the business outcomes, process gaps, and user needs that should guide the work. Then we help configure, test, and deploy the platform around how your teams actually sell, deliver, bill, report, and support customers.

The result is an implementation that is easier to adopt, easier to manage, and better aligned to the way the business operates.

Planning a Salesforce, Certinia, Klient PSA, or Rocketlane implementation?

Apricity can help you define the requirements, process, configuration, testing, and adoption path needed to launch with more clarity and control.