What I Do
I help you choose, set up, and integrate a CRM that actually fits how you work — so leads don't fall through the cracks and your follow-ups happen automatically.
CRM Selection & Setup
- Needs analysis and tool recommendation
- Pipeline and deal stage configuration
- Custom field and property setup
- Team onboarding and workflow design
Integrations
- Form-to-CRM connections (website, landing pages)
- Email marketing platform integration
- Calendar and scheduling tool sync
- Zapier/Make automation workflows
Automation
- Lead scoring and qualification rules
- Automated follow-up sequences
- Task assignment and notification triggers
- Reporting and deal forecasting
How I Work
I've worked with HubSpot, Pipedrive, and several lightweight CRMs. The best CRM is the one your team will actually use — so I focus on simplicity, clear workflows, and minimal friction.
No over-engineering. No 47-step automations nobody understands. Just a system that keeps your pipeline visible and your follow-ups consistent.
Who This Is For
- Small teams drowning in spreadsheets
- Sales teams that need pipeline visibility
- Agencies managing multiple client relationships
- Anyone who keeps forgetting to follow up