Hexagon IT Solutions

CRM-first custom software for companies that have outgrown spreadsheets

Companies that run sales and operations from spreadsheets and disconnected tools are the typical customers of Hexagon IT Solutions. The firm designs and builds custom business software, and it was founded in 2007 in Salt Lake City, Utah. It reports more than 300 customers across three continents. Its work starts from problems its clients commonly face: teams re-entering the same data, approvals and reports that depend on manual follow-up, and off-the-shelf tools that no longer match how the business runs.

Internal portals, dashboards and CRM workflows

Hexagon builds purpose-built platforms for workflows that are too specific or too important for generic software, including internal portals and dashboards. Its CRM work covers the design, customization, migration and automation of the lead and pipeline process. That includes automated follow-up, reporting and integration with a client's existing tools, so that sales and operations can work from one source of truth. The firm also offers a CRM workflow audit, which examines the lead, follow-up and reporting process to find what should be repaired first.

ERP modules, apps and integrations

Beyond CRM, Hexagon implements ERP modules that connect finance, inventory, projects, resources, customers and reporting, with process mapping and automation alongside them. Its app and API development covers iOS, Android and web applications, middleware and data synchronization between business tools, with the stated aim of removing duplicate entry and speeding up execution. The firm describes a delivery sequence in four stages. The first maps the workflow, users, data and bottlenecks. The second defines the architecture, integrations, user roles and release plan. The third develops, tests and integrates the system in an iterative rhythm. The fourth launches, supports and expands it as the company grows.

A cloud safety platform and a CRM ecosystem for Body By Bree

Hexagon has built a cloud-based safety and compliance platform, with its architecture designed around repeatable workflows, user access and reporting needs. It has also built a CRM, website and mobile app ecosystem for Body By Bree that connects customer experience, content and operations in one scalable environment. Its stated position is that it is a focused build partner for business-critical platforms rather than a provider of a generic service menu. The company also says it begins each engagement by defining the business outcome before any build starts.