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PBG Tech Solutions
AI · CRM Consulting
Palm Beach Gardens, FL

Your software should be saving you time

CRM setup, Microsoft 365, automation, and IT support for small businesses across Palm Beach County. You talk to the person doing the work, not a call center.

No contracts. No retainers required. First call is free.

Sound familiar?

You bought the CRM. Nobody uses it.

The software was supposed to fix things. Instead your team went back to the whiteboard and the group text.

Two systems that will not talk.

Someone is retyping the same customer information into a second tool every single day.

Nobody owns the tech.

Email, logins, and permissions land on whoever happens to be least busy that week.

Services

What I actually do

Priced by the project, not by the hour, so you know the number before we start.

01

CRM setup and cleanup

New system from scratch, or fixing the one that stalled. Pipelines, fields, automations, and the data migration nobody wants to touch.

HubSpot
Salesforce
Zoho
JobNimbus & AccuLynx
02

Microsoft 365 administration

Email and domain setup, new hire and departure accounts, shared mailboxes, permissions, and multi factor authentication done properly.

Exchange
Entra ID
SharePoint
Teams
03

Workflow automation

Connecting the tools you already pay for so the handoffs happen on their own. Quotes, follow ups, scheduling, invoicing, reporting.

Zapier
Make
Native APIs
Webhooks
04

AI without the hype

An honest look at where AI earns its keep in your business and where it does not. Then I build the two or three things worth building.

Call & intake
Quote drafting
Data entry
Summaries
05

IT support and troubleshooting

Workstations, printers, networks, logins, and the recurring problem everyone has learned to work around instead of fix.

Windows
Networking
Endpoints
Onboarding
Lucas Gaddam, owner of PBG Tech Solutions
Lucas Gaddam
Owner
Who you are calling

One person. The one who does the work.

I spent the last several years as an enterprise implementation specialist at a software company, running rollouts for roofing, HVAC, solar, and field service companies. Before that, hospital IT and managed service desk work. The pattern I kept seeing was the same: good software failing because nobody set it up around how the business actually runs.

That is the whole job here. I am local, I answer my own phone, and I will tell you when the thing you are asking for is not worth paying for.

300+
Implementations run
100+
User rollouts
Local
Palm Beach Gardens
How it works

Three steps, no surprises

Free 30 minute call

You tell me what is broken. I tell you whether I can fix it and roughly what it takes. No pitch deck.

Flat price, in writing

Scope and a fixed number before any work starts. If it grows, we talk first.

Built and handed off

I set it up, train whoever needs training, and leave documentation so you are not dependent on me.

Service area

On site across Palm Beach County

In person where it helps, remote where it does not. Most CRM and Microsoft 365 work gets done remotely, which keeps your cost down.

Palm Beach Gardens Jupiter North Palm Beach West Palm Beach Palm Beach Wellington Royal Palm Beach Juno Beach Tequesta Stuart
Get started

Tell me what is broken

Thirty minutes, no cost, no obligation. Worst case you leave knowing exactly what the problem is.

Call now Book a call