Services

CRM Setup, Clean-Up & Automation That Actually Makes Your Business Run Smoother

I help businesses build backend systems that save time, drive growth, and actually get used by the team — starting with your CRM. Whether you're choosing a platform, cleaning up a mess, or automating repetitive work, I’ll make the process simple, practical, and built around how your business works.

What I Offer

1. CRM Setup & Implementation

Build your system the right way — from day one.

Whether it’s your first CRM or a switch from spreadsheets, I’ll help you:

Choose the best platform for your business (HubSpot, Pipedrive, Zoho, etc.)
Set up pipelines, properties, lead stages, and reporting dashboards
Connect inboxes, forms, and meeting tools
Create custom views and workflows for your team
Train your team so it gets used (not ignored)

Popular with: founders, sales leads, and ops managers setting up a CRM for the first time

2. CRM Optimization & Clean-Up

Already using a CRM? Let’s make it work properly.

I offer full audits and rebuilds of existing CRMs:

Pipeline structure redesign and deal stage logic
Field clean-up and contact deduplication
Fix automation errors and confusing workflows
Improve dashboards and reporting visibility
Team enablement and retraining where needed

Perfect for: businesses with a CRM that’s been neglected, overcomplicated, or barely used

3. No-Code Automation & Tech Stack Integration

Connect your tools. Reduce busywork. Run smoother.

Using tools like Make.com and Zapier, I’ll automate the flow of data between your CRM and your other tools:

Lead capture from web forms or inboxes
Auto-assigning leads or tasks to the right person
CRM updates based on actions (meetings booked, emails sent, forms filled)
Syncing data between Gmail, Airtable, Notion, Slack, Calendly, and more

All automations are fully documented, mapped, and maintainable — so you’re not left in the dark.

4. CRM & Tool Training (Custom)

Because your system is only as good as your team’s ability to use it.

I deliver tailored training that fits your exact setup:

Custom video tutorials (branded, short, and clear)
Playbooks and SOPs
One-on-one or group walkthroughs
On-demand help as needed

Optional add-on for all build projects or available standalone.

How It Works

1. Quick Call & Audit

We start with a call and quick audit — to understand where you're at, what's working, and where the gaps are.

2. Custom Plan & Quote

I’ll put together a clear scope of work with pricing, timelines, and deliverables — flexible to your budget and priorities.

3. Build & Implement

Once we agree on a plan, I build the system, automations, or training resources. You get updates at every stage.

4. Test, Train, & Go Live

We run test flows, refine anything needed, and I train your team with docs, videos, and/or live walkthroughs.

5. Optional Ongoing Support

Need me on call for ongoing fixes, improvements, or automations? I offer flexible retainers or hourly support.

Need a Custom Package?

Every business is different — and I don’t force you into rigid packages. Tell me what you’re trying to fix or improve, and I’ll tailor the right setup for you.

CRM Consulting, Setup & Automation Services for Growing Businesses