We Deliver:

solutions. innovation. Value.

Innovation is a tradition at The Agate Group. From developing Salesforce customization to designing efficient workflows — our team is here to help.

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Special promotion offer — Free salesforce development! 

Not sure if you’re ready to engage a Salesforce consultation firm? Try our services risk-free and cost-free with our special promotion offer. This offer ends October 31st, so don’t wait to contact us!

*Limited time only — offer reserved for qualified new clients only

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What We Do

The Agate Group is your partner for customized technology solutions. We develop customized workflows to bring together your product/service, people, mission, and business processes. We provide CRM strategy, design, implementation, Salesforce development, configuration, and more.

Have you started on a Salesforce or web project and need help? Our team can integrate ourselves during any phase of a project.

Contact us today to discuss how we can make your project easier.


Our Team

The Agate Group is a team of skilled professionals with a diverse range of expertise and an undying love for solving problems.

We are business savvy, committed to excellence, and focused on providing value to our customers. Plus, our team is 100% on-shore and located in California, so you don’t have to deal with the hassle of international time zones.

About Us



Architects have a deep understanding of native Salesforce features, off-platform systems, and how to provide seamless integration. With knowledge across multiple development platforms, our big-picture thinkers are committed to designing systems that will not fail at your critical points.



With experienced software engineers on staff, we create APIs, build software products, run network control systems, and much more. Constantly learning and innovating, our engineers can turn your dreams into reality.


Business analysts

Business analysts act as a mediator, translator, connector, ambassador, and more. Working directly with our client’s business managers, our analysts are able to assess technical needs from a business perspective and identify areas to improve technical processes.

project managers

At The Agate Group, we consider ourselves as an extension of your team. Project managers ensure every project is completed thoroughly and efficiently to meet your business goals.


quality assurance

You don’t have to worry about seeing errors when you are working with us. Our QA Testing Team trials, tests, and trials again for every project we produce. They say “everybody makes mistakes,” but our QA team will make sure you don’t ever see them.


Web Designers

Our web designers are able to turn your vision, branding, and company expertise into an appealing, functional website. We’ve also got SEO, analytics, and e-commerce capabilities. HTML, CSS, and JavaScript help us take your site to the next level.


Salesforce lightning

is your system ready?

Lightning offers speed improvements, customization upgrades, and a modern look. Before switching to Lightning it is important to analyze your system to see if your current system setup will transfer over seamlessly or if configuration will be needed. We have helped many clients prepare their org for the Lightning platform and identify opportunities for optimization. “Salesforce solutions” is our middle name.


Software & Web Development Services

The Agate Group offers a wide range of services for Salesforce customization, CRM configuration, web development, and much more. All services are backed 100% by The Agate Group guarantee. If you aren’t impressed with our services within the first 20 hours of working with our team, you are released from any payment contract. The Agate Group guarantee demonstrates our commitment to treating customer’s systems as our own and performing with excellence.


We make your CRM or web system work around your needs. Just finished your Salesforce implementation? Want a customized view? Looking for a new workflow? We can help.



Sometimes you need to ask an expert for help. With over 10 years of experience, we are here to offer solutions.


DATA Migration

Without proper data migration, using your CRM will be a drag. We will avoid this issue by transferring data cleanly and effectively every time.


APEX & Visual Force

Need a customized Visualforce page? “Apex” is our middle name. Click the button below to learn more.


API Integration

Connecting your systems to provide a seamless experience. Double the functionality when using a custom-built API. With a plethora of web applications available, the possibilities are endless.


APP Development

Have an app idea but not sure where to go from there? Our expert application developers are ready to build your dream. Turn your CRM into a web application to increase productivity.


flexible packages and pricing

As your business needs change, the CRM system and website you have will require additional features to maintain optimal functionality. Whether it is a basic design, Salesforce software programming, or a comprehensive end-to-end configuration — our team can help you accomplish your goals. 

Started a project that needs support to wrap-up? We can integrate into projects at all phases successfully, so your schedule doesn’t miss a beat. Additionally, hours can be bought per project, as monthly support, or a fixed number to fit your budget.