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Skills

  • Airtable
  • CRM
  • Ontraport
  • CRM Customization
  • CRM Development
  • CRM Management
  • Salesforce
  • Zendesk
  • Zoho
  • CRM Databases
  • Training
  • Zapier

Services

  • Simple Tailored CRM Solution

    $50/hr Starting at $3K Ongoing

    Dedicated Resource

    This service is all about simplicity and effectiveness.  Here’s what you can expect: Requirement Analysis: You provide me with your specific business requirements. Whether you need a CRM for customer...

    AirtableCRMCRM CustomizationCRM DatabasesCRM Development
  • CRM Solutions for Complex Business Needs

    $75/hr Starting at $7K Ongoing

    Dedicated Resource

    Introducing our CRM Build [Complex] service – a robust, detail-oriented solution designed for businesses facing intricate CRM challenges. Our service is structured to handle the complexities of sophisticated...

    AirtableCRMCRM CustomizationCRM DatabasesCRM Development

About

Experienced Product Manager & CRM Maestro

Hey there! I've spent the last 5 years getting my hands dirty in the world of Product Management. My adventure started in the high-speed FinTech universe, where I created CRM platforms that have stood the test of time.

I made the leap from the corporate grind to freelance consulting because I wanted to make a bigger splash, especially in helping small business heroes. Running my own small biz, I totally get the ins and outs of this world. That's why I offer more than just a CRM! I'm all about using tech to make life easier, not giving you a headache. I've got a colorful portfolio of projects, from designing CRMs for a Trust & Estate Attorney to shaking things up for a marketing firm and a Health Center.

With my eagle eye for process perfection and a real passion for getting to know you and your business on a personal level; I'm your go-to for smoothing out those clunky processes and piecing together something sleek and efficient, all while keeping your unique business needs and dream clients in mind.

So, if you're a small service-based biz looking to get your operations streamlined, let's chat. Together, we're going to cook up solutions that not only hit the mark today but set you up for long-term wins.