Your Business Runs on a Dozen Platforms. We Make Them Work Together.

Walk into almost any growing business and you'll find the same thing: a website on WordPress or Drupal, a CRM in Salesforce or HubSpot, email and documents in Microsoft 365 or Google Workspace, and projects tracked somewhere in Atlassian. Each tool was chosen for a good reason. Each one works well enough on its own. But nobody really owns how they connect, how they perform, or whether they stay secure.

That gap is where things quietly break. Leads fall between the website and the CRM. Former employees keep access to files. A plugin goes unpatched for a year. Two teams keep two versions of the same customer list. None of it is dramatic, until it is.

That's what BerTech does. Systems management and development, done with white-glove care, for businesses that would rather focus on their work than their tech stack.

What "Systems Management and Development" Actually Means

We use two words on purpose. Management is the ongoing care: administration, updates, security, user access, backups, and someone who answers when something isn't working. Development is the building: custom features, integrations, automations, migrations, and the work that makes a platform fit the way your business actually operates.

Most providers do one or the other. An IT shop keeps the lights on but won't touch your Salesforce flows. A dev agency builds your website and disappears. We do both, across all of these platforms, so there is one team that understands the whole picture and is accountable for how it fits together.

• Administration: users, licenses, roles, permissions, and onboarding/offboarding done right every time.
• Security and compliance: MFA, access reviews, patching, backups, and sensible data-sharing policies.
• Integration: connecting your website, CRM, email, and project tools so data flows once, correctly.
• Automation: replacing the copy-paste and manual hand-offs that eat your team's week.
• Custom development: themes, modules, apps, workflows, and reports built for how you work.
• Migrations and cleanup: moving between platforms or untangling years of accumulated configuration.

Platform by Platform: How We Help

Here's a look at each platform we support, what we manage and build on it, and the first thing we typically fix when we start working with a new client.

Microsoft 365

Outlook, Teams, SharePoint, OneDrive, Word, Excel: for many businesses, Microsoft 365 is the office. We manage tenants, licensing, Entra ID (Azure AD) identities, Exchange mail flow, Teams and SharePoint structure, and device policies. On the development side, we build Power Automate flows, SharePoint intranets, and integrations with your CRM and line-of-business tools.

The #1 thing we'd fix first: identity and sharing. Enforce MFA for every user, remove accounts that should have been shut off, and review who has external sharing links to your SharePoint and OneDrive files.

Google Workspace

Gmail, Drive, Calendar, Meet, and Shared Drives power plenty of lean, fast-moving teams. We handle admin console configuration, organizational units, security policies, email authentication (SPF, DKIM, DMARC), Shared Drive structure, and migrations into or out of Workspace. We also build Apps Script automations and integrations that connect Workspace to your CRM and other systems.

The #1 thing we'd fix first: files owned by individuals instead of the company. We move critical documents into Shared Drives so work doesn't disappear when someone leaves.

Salesforce

Salesforce can do almost anything, which is exactly why so many orgs end up cluttered. We provide ongoing admin support, user and permission management, custom objects and fields, Flow automation, reports and dashboards, and integrations with your website, marketing tools, and finance systems. When you need more, we develop custom solutions on the platform.

The #1 thing we'd fix first: data quality. Duplicate records, unused fields, and inconsistent stages make every report suspect. Clean data is what makes the rest of Salesforce worth paying for.

HubSpot

HubSpot brings marketing, sales, and service under one roof, if it's set up well. We configure pipelines and properties, build workflows and lead routing, connect forms on your website, manage integrations, and set up the reporting that tells you what is actually generating revenue.

The #1 thing we'd fix first: lead hand-off. We make sure every form submission lands with the right owner, at the right stage, with a follow-up task attached, so no lead sits untouched.

WordPress

WordPress runs a huge share of the web, and that popularity makes it a favorite target. We handle hosting, core and plugin updates, security hardening, backups, uptime monitoring, and performance tuning. On the development side, we build custom themes, blocks, and plugins, and we connect your site to your CRM so every inquiry is captured.

The #1 thing we'd fix first: plugin hygiene. We audit installed plugins, remove the abandoned and unused ones, update the rest, and put backups and monitoring in place before anything else.

Drupal

Drupal powers complex, content-heavy sites for organizations that need structure, permissions, and scale. We support version upgrades, security updates, module maintenance, hosting, and custom module and theme development, and we help organizations plan their path forward when a site has fallen behind.

The #1 thing we'd fix first: an outdated core version. Running an end-of-life Drupal release means no security patches. We get you onto a supported version with a clear upgrade plan.

Atlassian (Jira and Confluence)

Jira and Confluence are where work gets planned and knowledge gets written down. We administer Atlassian Cloud sites, design projects and workflows, build automation rules, manage users and permissions, organize Confluence spaces, and integrate Jira with the rest of your stack. We use Atlassian every day to run our own delivery, so we know where it shines and where it gets messy.

The #1 thing we'd fix first: workflow sprawl. Too many custom statuses and one-off projects make Jira hard to trust. We simplify workflows so the board reflects reality.

The Real Value Is in the Connections

Managing each platform well matters. But the biggest wins usually come from the spaces between them. A website form that creates a HubSpot or Salesforce record automatically. A closed deal that spins up a Jira project and a Shared Drive folder. A new hire who gets Microsoft 365 or Google Workspace access, CRM access, and project access in one step, and loses all of it in one step when they leave.

When one team understands your entire stack, those connections become possible. Data gets entered once. Hand-offs happen on their own. Security policies are consistent everywhere instead of different in every tool.

How We Work

• Start with an assessment: we review the platforms you run, how they connect, and where the risk and friction are.
• Fix the urgent things first: security gaps, unpatched systems, and broken hand-offs come before anything cosmetic.
• Build a roadmap: a clear, prioritized plan for integrations, automation, and development, in plain language.
• Stay with you: ongoing management with a team that knows your systems and answers when you call.

That's the white-glove part. We're a US-led team that works as an extension of yours: clear communication, honest recommendations, and a team that shows up. Proudly serving Richmond, VA and Charleston, WV, and clients wherever they are.

Tell Us Which Platform You're On

Running some mix of WordPress, Salesforce, Microsoft 365, HubSpot, Google Workspace, Atlassian, or Drupal? Reach out and tell us what you're working with. We'll share the first thing we'd fix, no strings attached.

Contact Phil Berry, Founder & CEO — phil.berry@bertechllc.com · (304) 542-5100 · BerTechLLC.com · Richmond, VA & Charleston, WV