About Us

We believe in a unique and customized consulting experience for each client

Who We Are

Each company is unique. One-size-fits-all approaches will never help your business reach its full potential. That is why SoCal CRM Advisors delivers custom solutions, tailored to you - your industry, your culture, your one-of-a-kind challenges.

We offer a range of consulting services, all designed to help your company reach its potential. Whether you're looking for a small tweak or complete overhaul, we’ve got you covered. Our services are available à la carte so you can get precisely what you need.


Our CRM is the cornerstone of our business and previously we used ACT in-house technical support (In India). However Olga was able to customize our database, give us recommendations for improvement, and accomplish all tasks 80% faster than the India Support. Additionally, Olga answers her phone 100% of the time and has fixed all of your issues the same day. If ACT is a vital part of your business, I strongly recommend that you call Olga for a consultation.... I promise that she will answer her phone!”

Michael Baris

Financial Advisor Wedbush Securities ~ La Jolla, CA

"In the 5 years I have known Olga, rarely have I dealt with anyone as astute, focused and caring as she. Her professional approach and personable nature make it a delight working with her. Most importantly, what she engages - she completes in the highest quality. Seldom do I get an opportunity to recommend one as quality as Olga.”

Robert Pond

CEO CerTech Gels

"If you are looking for someone who will unselfishly go the extra mile to help you, Olga Garate is your person! In working with her, I can honestly say that she has never been at a loss to provide the right answer to my technical questions. She delivers each consultation with empathy and expertise, a very rare combination among IT consultants. I recommend her highly!”

Rick Davis

President ~ Building Leaders