OUR TEAM

Experienced Professionals. One Shared Philosophy.

At Cultivize, we believe great client relationships are built on collaboration. While every project is guided by our Process First™ methodology, behind every engagement is a team that brings together expertise in CRM strategy, implementation, marketing automation, integrations, training, content, and customer support.

Our goal is simple: help your organization build better processes before implementing better technology.

Jason Kramer

Founder & CRM Strategist

Guest on more than 75 podcasts on CRM strategy & Process First™

For more than 25 years, I’ve helped businesses improve the way they attract customers, generate leads, and grow. My career began in branding and website development, where I worked closely with companies to strengthen their marketing and online presence.

As digital marketing evolved, I found myself helping clients solve bigger challenges — connecting marketing with sales, improving lead follow-up, and making better use of customer data. That journey ultimately led me into CRM strategy, automation, and business process consulting.

Along the way, I noticed a common pattern. Organizations were investing in powerful CRM platforms, yet many struggled to see meaningful results. Sales teams followed different workflows, marketing and sales operated in silos, and valuable opportunities slipped through the cracks.

"The problem usually wasn't the software — it was the lack of a clearly defined process."

Those experiences inspired me to found Cultivize and develop our Process First™ methodology. Today, I work with business owners, marketing leaders, sales teams, and nonprofit organizations across a variety of industries, including manufacturing, home services, residential development, professional services, alternative lending, and community organizations.

Areas of Expertise

Certifications

MEET THE CULTIVIZE TEAM

The people behind every engagement.

Heather

Client Success & Project Coordination

Heather helps ensure client projects stay organized, communication is clear, and every engagement keeps moving forward.

Mistina

Content Development

Mistina develops content that educates, nurtures, and supports both our clients and the Cultivize brand.

Alan

Custom API Integration Architect

Alan draws on 20 years of experience in technology strategy, project management, and data architecture to guide clients through complex initiatives.

Reid

CRM Implementation & Technical Solutions

Reid supports CRM configuration, integrations, automation, and technical implementation to help clients get the most from their technology.

Rachael

Graphic Designer

Rachael brings a background in advertising, creative production, and public speaking to support client marketing and communication.

WHAT YOU CAN EXPECT WHEN WORKING WITH US

A consistent standard, every engagement.

Honest recommendations — not unnecessary software

Clear communication from discovery through implementation

Training that helps your team actually adopt the CRM

A process-first approach to every engagement

Practical guidance tailored to your business

Long-term partnership beyond implementation

MORE THAN CRM CONSULTANTS

A trusted advisor — not just a software implementation partner.

We believe our role is to become a trusted advisor — not simply a software implementation partner. Whether we’re helping you select a CRM, improve an existing platform, automate repetitive tasks, or align marketing and sales, our focus remains the same: helping your organization create better business processes that support sustainable growth.

Ready to Work With a Team That Starts With Your Business?

Whether you’re evaluating a CRM, improving an existing platform, or just looking for a more consistent way to manage leads and customers, we’d love to learn about yours.