About COMPLETExRM

Based in Salt Lake City, COMPLETExRM is the leading provider of Enterprise 2.0 CRM solutions for SMB built on its xRM™ (Complete Dynamic Relationship Management) Foundation.

Utilizing a Java-based Service Oriented Architecture (SOA), the xRM™ Foundation delivers CRM products via the Software-as-a-Service (SaaS) model. The xRM Foundation is easily extended and customized to meet the needs of any industry or user. Through its xRM Foundation, COMPLETExRM partners and users can create private-label or OEM Customer Relationship Management (CRM) offerings for virtually any industry or company. While traditional CRM focuses on managing the customer, xRM is focused on managing the dynamics of the varied customer transactions in a relationship.

COMPLETExRM goes beyond providing traditional CRM. While the company’s technology foundation, xRM, provides the expected CRM functionality, such as sales force automation, marketing automation and other necessary services, it is designed to be extended and customized as needed to solve a broader range of business process management (BPM) issues.

In essence, xRM provides the customer relationship foundation that companies small to medium (SMB) can use to build and manage dynamic transactions (thus the dynamic “×”).

In this new context, companies can intertwine people, time and resources by managing around the business or productivity processes. By selecting a new template based upon a defined customized process, a company or group can give all members of a team the ability to customize the interface by defining a business process.

FranklinCovey PlanPlus™ Online—Building Upon the xRM Foundation

In a move that has validated the xRM Foundation capabilities and has helped to make it pervasive as a Web Services foundation, FranklinCovey has partnered with COMPLETExRM to create PlanPlus™ Online, a Web-based, SaaS application that allows worldwide customers to apply FranklinCovey planning methodology via the Internet.

COMPLETExRM History

COMPLETExRM, Inc. was founded in 2006 by Mike Morgan and Keith Norris. The founders came from a real estate background, having a keen understanding of the need for detailed business processes for managing complex customer relationships in their vertical.

Because of this understanding, they set out to find a solution that focused on automating and managing these relationships. At the time, many basic contact management software and CRM offerings could not do what they required. If they found a workable solution among the current offerings, it would cost millions of dollars to implement.

The founders believed the market needed a solution that could manage the dynamic nature of transactions and their associated business processes. In essence, they realized that the market needed a product that could manage the relationship within and around dynamic processes—regardless of data, device, customer or partnership.

Recognizing that an affordable solution did not exist in the marketplace, the founders decided to create a technology foundation that leverages basic relationship management services found in CRM services, while it also allows companies to customize and extend the product to solve real business problems. This is COMPLETExRM’s xRM Foundation.

The CxRM Foundation provides significant return on investment (ROI) for companies in the small to medium marketplace because it can be integrated into existing infrastructure, allowing companies to manage real-time, on-demand, dynamic relationships between data, devices, transactions, partners and customers.

Enterprise 2.0 CRM Solutions

COMPLETExRM is delivering Enterprise 2.0 CRM—which is all about the ways that Web 2.0 enables the business person—and is making it accessible to the SMB. To learn more about our product offerings contact This e-mail address is being protected from spam bots, you need JavaScript enabled to view it