A subsidiary of Smart Data Solutions LLC


  1. Property Case Manager

    Tax Certiorari for the Professional

    Every year, thousands of real estate tax certiorari petitions are filed through Done Right's Software's Property Case Manager. All of them were submitted by professional certiorari firms.
    Read More

  2. Customer Relationship Management

    Flexible and Affordable Customer Relationship Management.

    Have you tried some of the off-the-shelf CRM systems for your industry and found them to be OK, with the exception of 2-3 really important items? Then we need to talk about Done Right CRM.

    Read More

  3. Web Sites

    Build a Powerful web site for less than you think.

    The one thing worse than not having a web site is having a site that is clearly out of date.

    Read More

  4. InfoBase

    Call Intake and Agency Management for Information/Referral Hotlines

    InfoBase is software used by non-profit help lines for the purpose of crisis counseling, agency referrals, and emotional support. By taking the organizational process out of your hands, InfoBase allows these call centers to focus on what they do best; supporting the community.

    Read More

  5. PDF Integration

    Generate and store fillable forms in a secure cloud environment.

    By this time, you've probably completed a fillable PDF form and possibly even used them for your own business. However, one of the drawbacks of fillable PDF's is they can only be printed and not saved for later use.

    Read More

  6. Marketing

    Shamelessly conventional and conservative Make sure your next customer finds you on the web.

    Read More

  7. Database Expert

    Expert just doesn't describe how good we are.

    While information and data is a huge part of just about every service Done Right Software provides, it also warrants its own page.

    Read More

Latest News

WaterField Farms and Done Right Software Roll Out New Order and Inventory Control System

BETHANY, Conn., -- 

Read More

EWDC is now Done Right Software

EWDC, the technology and software company owned by Erik Wind, a Long Islan....

Read More

Contact us


15720 Brixham Hill Ave
Suite 300
Charlotte, NC 28277

Phone: 516.882.6930

Customer Relationship Management

Have you tried some of the off-the-shelf CRM systems for your industry and found them to be OK, with the exception of 2-3 really important items? Then we need to talk about Done Right CRM.

Every industry ends up spawning other businesses designed to service the needs of the professionals in that industry; plumbing suppliers, restaurant equipment, and of course software. Most software designed for an industry has been created by someone in that field who wanted to build a better mousetrap. Unfortunately, we don’t all do business the same way and you either have to conform to the way that software works, or build your own system, which is usually cost prohibitive.  Until now. 

Done Right CRM is a flexible customer relationship management system that probably already meets the majority of your needs but unlike other systems, is easy and affordable to customize. Here are some of the functions already available to Done Right CRM:

  • Customer management with multiple sites (addresses) per customer.
  • Flexible user management to prevent unauthorized access to sensitive pieces of data.
  • A calendar tool where you can book personnel at different customer sites; double booking is prevented!
  • QuickBooks integration.
  • Document management, storage and production.
  • Project and task management.

With a secure cloud-based infrastructure and a rock-solid technology foundation, Done Right Software can get you the perfect CRM in very little time.


Erik has been able to handle a wide variety of projects with ease. His common sense and insightful approach on marketing, vendor selection, and technology usage have saved me tremendous time and money. Starting a new venture is an exciting and challenging experience; having an adviser who's been there and done that continues to be a great benefit.

-Michelle Sass, President of GenHealth