Expertise Every Step of the Way with Jason and 1406

Jason Gless and the entire 1406 team were fantastic to work with. Switching CRM’s was not the most exciting prospect for us when we decided we had to make a move, but working with 1406 to create a CRM that is customized to our needs quickly changed our perspective! Not only did Jason help us create a CRM that is going to make our lives easier from both a leadership stance, but also for the sales agents on our team while also helping us maximize our engagement with our clients, increase our conversion rates and make sure no one falls through the cracks. The training and implementation, led by Jason, was awesome. Jason's knowledge, expertise, and professionalism were nothing short of outstanding, and we are left with a product that we feel comfortable using, while also understanding its potential to grow along with our team and business. We also appreciate how hands on Jason was with all members of our team, throughout the process, from leading team training sessions, Q&A sessions for our agents and training materials!

Professional Implementation & Migration Training

As we migrate our client management platform to HubSpot, 1406’s team has been instrumental in giving me the confidence to support and enable my team through this transition. Jason’s friendly, competent, and solutions‑oriented approach has made a meaningful difference — I know I can rely on him to troubleshoot effectively and guide me through a process that can otherwise feel daunting.