Skip to Content

Our Services

Discover Our Solutions

   JM Tech Development & Consulting helps growing businesses simplify digital operations by bringing IT, automation, software platforms, and performance-focused        marketing into one connected system. The outcome is more control, less friction, and a stack that is actually owned and operated end-to-end.

Discover Our Solutions

JM Tech Development & Consulting helps growing businesses simplify digital operations by bringing IT, automation, software platforms, and performance-focused marketing into one connected system. The outcome is more control, less friction, and a stack that is actually owned and operated end-to-end.

Automation & AI Systems​

Automate your workflows, eliminate manual tasks, and connect your systems with powerful AI-driven automations.

Workflow Automation & Systems Integration

  • Automations built with Zapier, Make, n8n, and custom API integrations
  • Automated handoffs, approvals, notifications, and internal routing
  • Reduce repetitive admin work, reduce errors, and improve response time

CRM & Revenue Workflow Automation

  • Pipeline automation, follow-ups, and lead routing
  • Automated emails, tasks, reminders, and internal alerts
  • Lead-to-ops workflows that prevent inquiries from getting stuck

AI Enablement

  • Client-facing chatbots for your website or support channels to answer FAQs, qualify leads, and route inquiries to the right team or intake form (with CRM linking)
  • Internal chatbots for staff to quickly access SOPs, policies, SharePoint knowledge, and operational playbooks without digging through folders
  • Practical AI use cases for summarization, classification, routing, and internal efficiency
  • Microsoft Power Apps and Copilot supported implementations where it fits​

*Included in All-in-One Solution agreements, or available as a standalone service contract. 

Automation Discovery & Process Mapping​

  • Process mapping to identify high-impact automations
  • “Automation-first” recommendations that fit your actual business workflows
  • Clean documentation so the system is transferable and scalable 

Automation & AI Systems​

Automate your workflows, eliminate manual tasks, and connect your systems with powerful AI-driven automations.

  • Automations built with Zapier, Make, n8n, and custom API integrations
  • Automated handoffs, approvals, notifications, and internal routing
  • Reduce repetitive admin work, reduce errors, and improve response time
  • Pipeline automation, follow-ups, and lead routing
  • Automated emails, tasks, reminders, and internal alerts
  • Lead-to-ops workflows that prevent inquiries from getting stuck
  • Process mapping to identify high-impact automations
  • “Automation-first” recommendations that fit your actual business workflows
  • Clean documentation so the system is transferable and scalable
  • Client-facing chatbots for your website or support channels to answer FAQs, qualify leads, and route inquiries to the right team or intake form (with CRM linking)
  • Internal chatbots for staff to quickly access SOPs, policies, SharePoint knowledge, and operational playbooks without digging through folders
  • Practical AI use cases for summarization, classification, routing, and internal efficiency
  • Microsoft Power Apps and Copilot supported implementations where it fits​

*Included in All-in-One Solution agreements, or available as a standalone service contract.

 

IT Management, Security & Support​

Modern IT management for secure, reliable operations, including Microsoft 365 administration, device support, backups, and software licensing.

Mobile Device Management (MDM) For iOS & Android

  • MDM setup and administration using Microsoft Intune (or equivalent)
  • Company device enrollment and configuration (iPhone, iPad, Android)
  • Security baselines for mobile (PIN/biometrics, encryption, OS minimums, jailbreak/root detection)
  • App deployment and control (approved apps, app protection, updates)
  • Email and data access governance on mobile (conditional access, device compliance requirements)
  • Lost or offboarded device workflows (remote lock, wipe, access removal)

Licensing & Consolidation

  • Software licensing and direct billing (including Microsoft 365) to reduce vendor sprawl and simplify administration

*Included in All-in-One Solution agreements, or available as a standalone service contract.

Core IT Management & Support

  • Expert desktop support (Windows, macOS limited)
  • Hardware acquisition, provisioning, setup, and lifecycle management
  • Workstation, laptop, network device, and peripheral configuration
  • Uptime minded support, troubleshooting, and remediation workflows

Microsoft 365 & Cloud Administration

  • Tenant setup, administration, and governance
  • Outlook setup, shared mailboxes, policies, and configuration
  • SharePoint migrations, structure design, permissions, and access models
  • Teams collaboration setup and governance

Identity, Access, & Directory Services​

  • Entra ID (Azure AD) cloud-only or hybrid approaches (alt; JumpCloud)
  • Domain-controlled device configuration and access governance
  • Role-based access models that scale cleanly
  • Password management (LastPass) setup, policies, and enforcement
  • Conditional access policies that include mobile compliance and device posture

Security & Endpoint Protection

  • Endpoint security audits and hardening
  • Microsoft Defender (or SentinelOne, or equivalent) configuration and baselines
  • Email security hardening: SPF, DKIM, DMARC, anti-phishing policies, safe links, quarantine tuning
  • MFA enforcement and secure access control
  • Mobile security posture as part of the overall endpoint strategy (MDM + compliance + access rules)

Backups, Recovery, & Continuity

  • Local and cloud-based backup strategies for critical data
  • Secure offline backup workflows (including external drive processes)
  • Disaster recovery planning and documentation 
  • Expert desktop support (Windows, macOS limited)
  • Hardware acquisition, provisioning, setup, and lifecycle management
  • Workstation, laptop, network device, and peripheral configuration
  • Uptime minded support, troubleshooting, and remediation workflows
  • Tenant setup, administration, and governance
  • Outlook setup, shared mailboxes, policies, and configuration
  • SharePoint migrations, structure design, permissions, and access models
  • Teams collaboration setup and governance
  • Entra ID (Azure AD) cloud-only or hybrid approaches (alt; JumpCloud)
  • Domain-controlled device configuration and access governance
  • Role-based access models that scale cleanly
  • Password management (LastPass) setup, policies, and enforcement
  • Conditional access policies that include mobile compliance and device posture
  • Endpoint security audits and hardening
  • Microsoft Defender (or SentinelOne, or equivalent) configuration and baselines
  • Email security hardening: SPF, DKIM, DMARC, anti-phishing policies, safe links, quarantine tuning
  • MFA enforcement and secure access control
  • Mobile security posture as part of the overall endpoint strategy (MDM + compliance + access rules)
  • Local and cloud-based backup strategies for critical data
  • Secure offline backup workflows (including external drive processes)
  • Disaster recovery planning and documentation
  • MDM setup and administration using Microsoft Intune (or equivalent)
  • Company device enrollment and configuration (iPhone, iPad, Android)
  • Security baselines for mobile (PIN/biometrics, encryption, OS minimums, jailbreak/root detection)
  • App deployment and control (approved apps, app protection, updates)
  • Email and data access governance on mobile (conditional access, device compliance requirements)
  • Lost or offboarded device workflows (remote lock, wipe, access removal)
  • Software licensing and direct billing (through Pax8) to reduce vendor sprawl and simplify administration

*Included in All-in-One Solution agreements, or available as a standalone service contract.

​IT Management, Security & Support​

Modern IT management for secure, reliable operations, including Microsoft 365 administration, device support, backups, and software licensing.

All-in-One Software Solutions

Unified software systems that connect sales, operations, and finance on platforms like Odoo and GoHighLevel into one cohesive workflow. 

Platform Implementation & Configuration​

  • Odoo implementation: configuration, modules, workflows, custom fields, and integrations to unify operations in one system
  • GoHighLevel implementation: built for high lead volume and sales throughput, including pipeline setup, inbound lead capture, automated follow-up, and conversion workflows
  • Right-fit platform design: if your business requires specialized industry software, we incorporate it wherever possible, including enveloping it into Odoo or GoHighLevel through integrations, data connectors, and automation
  • Optional custom Microsoft Power Apps builds for unique business workflows that don’t fit "off-the-shelf" solutions
  • Optional Copilot-enabled workflows where it adds measurable efficiency (summaries, routing, internal enablement, and task acceleration)
  • Industry specific platform applications: Professional & technical services, Real estate & leasing, Retail Sales, Logistics, Construction & Development, Corporate Management

Document Workflows

  • SharePoint (or Workspace / Google Drive) as the primary document source of truth, with structured folder design, permissions, and governance
  • Document tie-ins between SharePoint (Workspace/Google Drive) and Odoo, so key records and documents connect directly to the operational workflow (clients, jobs, projects, invoices, work orders, and more)
  • Optional data flow through automation (Zapier, n8n, Make, API integrations) to sync metadata, trigger approvals, route tasks, and reduce duplicate entry
  • Custom document and data setups based on your industry, compliance requirements, and how your team actually uses files day-to-day

*Included in All-in-One Solution agreements, or available as a standalone service contract.

Unified Operations

  • Connect marketing, sales, service delivery, and internal operations into one cohesive system
  • Build “lead-to-ops” execution so inquiries route, respond, and convert consistently
  • Industry-specific workflows and implementation strategy (property management, renewables, automotive, professional services, retail sales, e-commerce, professional & technical services, real estate & leasing, construction & development, corporate management, and more)

All-in-One Software Solutions

Unified software systems that connect sales, operations, and finance on platforms like Odoo and GoHighLevel into one cohesive workflow. 

  • Odoo implementation: configuration, modules, workflows, custom fields, and integrations to unify operations in one system
  • GoHighLevel implementation: built for high lead volume and sales throughput, including pipeline setup, inbound lead capture, automated follow-up, and conversion workflows
  • Right-fit platform design: if your business requires specialized industry software, we incorporate it wherever possible, including enveloping it into Odoo or GoHighLevel through integrations, data connectors, and automation
  • Optional custom Microsoft Power Apps builds for unique business workflows that don’t fit “off-the-shelf” solutions
  • Optional Copilot-enabled workflows where it adds measurable efficiency (summaries, routing, internal enablement, and task acceleration)
  • Industry specific platform applications: Professional & technical services, Real estate & leasing, Retail Sales, Logistics, Construction & Development, Corporate Management
  • Connect marketing, sales, service delivery, and internal operations into one cohesive system
  • Build “lead-to-ops” execution so inquiries route, respond, and convert consistently
  • Industry-specific workflows and implementation strategy (property management, renewables, automotive, professional services, retail sales, e-commerce, professional & technical services, real estate & leasing, construction & development, corporate management, and more)
  • SharePoint (or Workspace / Google Drive) as the primary document source of truth, with structured folder design, permissions, and governance
  • Document tie-ins between SharePoint (Workspace/Google Drive) and Odoo, so key records and documents connect directly to the operational workflow (clients, jobs, projects, invoices, work orders, and more)
  • Optional data flow through automation (Zapier, n8n, Make, API integrations) to sync metadata, trigger approvals, route tasks, and reduce duplicate entry
  • Custom document and data setups based on your industry, compliance requirements, and how your team actually uses files day-to-day

*Included in All-in-One Solution agreements, or available as a standalone service contract.

Digital Marketing, SEO, & Web Development

High-intent SEO, conversion-focused websites, and digital advertising across Google, Meta, LinkedIn, and more, to attract qualified leads and turn traffic into real growth.

SEO Services​

  • Technical SEO audits and remediation
  • On-page optimization (content structure, metadata, headings, internal linking)
  • Local SEO (Google Business Profile optimization, citations, reviews strategy)
  • Keyword research, content planning, and SEO-ready site architecture
  • Ongoing SEO management, monitoring, and reporting

Digital Advertising & Lead Generation​

  • End-to-end digital marketing strategy and execution
  • Google Ads management (Search, Display, Performance Max, remarketing)
  • Meta Ads management (Facebook and Instagram lead gen)
  • LinkedIn Ads management (Campaign Manager), targeting and lead gen for B2B
  • Funnel creation, landing page testing, and conversion-rate improvements
  • Creative content creation (Figma & Canva)
  • A/B testing across creative, copy, and landing pages
  • Other platform options as needed: TikTok Ads, Reddit Ads, and Microsoft Advertising (formerly Bing Ads)
  • With optional basic Social Media management

Web Development & Website Management​

  • Custom site builds and improvements (WordPress, Webflow, Odoo, GoDaddy, Squarespace, Shopify)
  • High-conversion landing pages and UI, UX refinements
  • Speed optimization and mobile responsiveness improvements
  • Ongoing website management: updates, backups, migrations, uptime monitoring, issue resolution
  • Analytics and tracking setup (GA4, Meta Pixel, Reddit Pixel, and more) 

Analytics & Reporting

  • Custom dashboards for SEO, ads, leads, and operational performance
  • Weekly, monthly, or quarterly reporting depending on the engagement
  • ROI analysis, budget recommendations, and roadmap planning

*Included in All-in-One Solution agreements, or available as a standalone service contract.


  • Technical SEO audits and remediation
  • On-page optimization (content structure, metadata, headings, internal linking)
  • Local SEO (Google Business Profile optimization, citations, reviews strategy)
  • Keyword research, content planning, and SEO-ready site architecture
  • Ongoing SEO management, monitoring, and reporting
  • End-to-end digital marketing strategy and execution
  • Google Ads management (Search, Display, Performance Max, remarketing)
  • Meta Ads management (Facebook and Instagram lead gen)
  • LinkedIn Ads management (Campaign Manager), targeting and lead gen for B2B
  • Funnel creation, landing page testing, and conversion-rate improvements
  • Creative content creation (Figma & Canva)
  • A/B testing across creative, copy, and landing pages
  • Other platform options as needed: TikTok Ads, Reddit Ads, and Microsoft Advertising (formerly Bing Ads)
  • With optional basic Social Media management
  • Custom site builds and improvements (WordPress, Webflow, Odoo, GoDaddy, Squarespace, Shopify)
  • High-conversion landing pages and UI, UX refinements
  • Speed optimization and mobile responsiveness improvements
  • Ongoing website management: updates, backups, migrations, uptime monitoring, issue resolution
  • Analytics and tracking setup (GA4, Meta Pixel, Reddit Pixel, and more)
  • Custom dashboards for SEO, ads, leads, and operational performance
  • Weekly, monthly, or quarterly reporting depending on the engagement
  • ROI analysis, budget recommendations, and roadmap planning

*Included in All-in-One Solution agreements, or available as a standalone service contract.

Digital Marketing, SEO, & Web Development

High-intent SEO, conversion-focused websites, and digital advertising across Google, Meta, LinkedIn, and more, to attract qualified leads and turn traffic into real growth.

 

Project-Based:  Consulting, Project Management & Ad-Hoc Support

For businesses that need expert direction, delivery oversight, or help unblocking critical issues.

Project Management​

  • Scoping, budgeting, timelines, and vendor coordination
  • End-to-end delivery oversight across IT, marketing, and automation projects
  • Migration planning and execution support (Google Workspace to Microsoft 365, software transitions to Odoo cloud, and more)
  • Implementation support for:
  • Property Management Systems (PMS), Dealership Management Software (DMS), Computerized Maintenance Management Systems (CMMS), Enterprise Resource Planning (ERP), Customer Relationship Management (CRM), Professional Services Automation (PSA), Field Service Management (FSM), Warehouse Management Systems (WMS), Point of Sale Systems (POS), and more

Emergency & Ad-Hoc Support

  • Rapid troubleshooting and remediation for critical business-impacting problems (email access, account lockouts, device issues, security concerns, website outages, broken automations, campaign issues)
  • Targeted support sessions to unblock your team fast, including live remote support where appropriate
  • Short-term implementation help when timelines are tight (migrations, setup, reconfiguration, cleanup)
  • Documentation and handoff available so fixes and changes are clear and repeatable
  • All services listed above can be delivered on an ad-hoc basis, however work is subject to availability and scheduling priority

Note: Emergency support is best-effort and prioritized around severity and current commitments. For guaranteed response windows and predictable capacity, an ongoing service agreement is recommended.

*These services are provided as standalone project engagements (hourly or fixed scope), outside of ongoing service agreements, and are subject to availability. 

Training, Advisory, & Documentation

  • Microsoft 365 user training (SharePoint, Teams, OneDrive, security best practices), and Google Workspace
  • SEO, digital marketing, and automation training sessions
  • SOP creation, process documentation, and system user guides 

Project-Based:  Consulting, Project Management & Ad-Hoc Support

  • Scoping, budgeting, timelines, and vendor coordination
  • End-to-end delivery oversight across IT, marketing, and automation projects
  • Migration planning and execution support (Google Workspace to Microsoft 365, software transitions to Odoo cloud, and more)
  • Implementation support for: 
    Property Management Systems (PMS), Dealership Management Software (DMS), Computerized Maintenance Management Systems (CMMS), Enterprise Resource Planning (ERP), Customer Relationship Management (CRM), Professional Services Automation (PSA), Field Service Management (FSM), Warehouse Management Systems (WMS), Point of Sale Systems (POS), and more
  • Microsoft 365 user training (SharePoint, Teams, OneDrive, security best practices), and Google Workspace
  • SEO, digital marketing, and automation training sessions
  • SOP creation, process documentation, and system user guides
  • Rapid troubleshooting and remediation for critical business-impacting problems (email access, account lockouts, device issues, security concerns, website outages, broken automations, campaign issues)
  • Targeted support sessions to unblock your team fast, including live remote support where appropriate
  • Short-term implementation help when timelines are tight (migrations, setup, reconfiguration, cleanup)
  • Documentation and handoff available so fixes and changes are clear and repeatable
  • All services listed above can be delivered on an ad-hoc basis, however work is subject to availability and scheduling priority

Note: Emergency support is best-effort and prioritized around severity and current commitments. For guaranteed response windows and predictable capacity, an ongoing service agreement is recommended.

*These services are provided as standalone project engagements (hourly or fixed scope), outside of ongoing service agreements, and are subject to availability.

For businesses that need expert direction, delivery oversight, or help unblocking critical issues.

 How We Engage With Our Clients

Most engagements are delivered through a service agreement, typically as an All-in-One Digital Operations partnership, and with standalone options available.

  •   All-in-One Digital Operations (ongoing partnership and continuous optimization)
  •   Project-based implementations (platform setup, migrations, rebuilds, modernization)
  •   Single service delivery (IT support, SEO, ads, automation, web development)
  •   Ad-hoc support & consulting (strategy, audits, troubleshooting, and second-opinion support) 

Discover Our
Business Software Marketplace


Cloud licensing for Microsoft 365, plus security and backup, Proofpoint, SentinelOne, LastPass, Dropsuite, and more!
Built for control, reliability, and scalable execution across your digital operations.

Discover Our Marketplace

 How We Engage With Our Clients

Most engagements are delivered through a service agreement, typically as an All-in-One Digital Operations partnership, and with standalone options available.

  •   All-in-One Digital Operations (ongoing partnership and continuous optimization)
  •   Project-based implementations (platform setup, migrations, rebuilds, modernization)
  •   Single service delivery (IT support, SEO, ads, automation, web development)
  •   Ad-hoc support & consulting (strategy, audits, troubleshooting, and second-opinion support) 

Discover Our
Business Software Marketplace


Cloud licensing for Microsoft 365, plus security and backup, Proofpoint, SentinelOne, LastPass, Dropsuite, and more!
Built for control, reliability, and scalable execution across your digital operations.

Discover Our Marketplace

 Our Service Pillars

 Our Service Pillars

Integrated 

Unified connected systems across IT, automation, software, and growth, built to reduce friction.

Secure 

Built on strong security, reliability, and clean administration, with operational controls from day one.

Outcome-Driven 

Decisions grounded in efficiency, measurable improvements, and real business impact, not vanity metrics.

Responsive 

Clear, concise communication and dependable support, with proactive updates and dependable delivery.

Integrated 

Unified connected systems across IT, automation, software, and growth, built to reduce friction.

Secure 

Built on strong security, reliability, and clean administration, with operational controls from day one.

Outcome-Driven 

Decisions grounded in efficiency, measurable improvements, and real business impact, not vanity metrics.

Responsive 

Clear, concise communication and dependable support, with proactive updates and dependable delivery.

Take control of your digital operations.

If your systems feel fragmented, workflows are manual, or vendors are piling up and feel disconnected, we can help you consolidate into one managed stack with clear ownership and accountability. 

Questions or need support with a single service? Please reach out.

Book Your Free Consultation Today!

Request a no-obligation assessment to identify gaps, inefficiencies, and opportunities for improvement across your digital operations. 

Take control of your digital operations.

 If your systems feel fragmented, workflows are manual, or vendors are piling up and feel disconnected, we can help you consolidate into one managed stack with clear ownership and accountability.

Questions or need support with a single service? Please reach out.

Book Your Free Consultation ​​​​​​Today!

Request a no-obligation assessment to identify gaps, inefficiencies, and opportunities for improvement across your digital operations.