Take control of your sales and customer management with a CRM that works for your business—not against it.
I’m Irene, a CRM Management Consultant and Automation Strategist with years of experience helping businesses streamline their operations, boost productivity, and close more deals. Whether you’re new to CRM systems or looking to optimize an existing setup, I offer end-to-end CRM services tailored to your business goals.
What This Service Includes:
CRM Setup or Optimization
- Full implementation of HubSpot or Salesforce
- CRM audit with actionable recommendations
- Custom setup of deal stages, pipelines, and contact management
Workflow Automation
Create automated sequences and task assignments
Lead routing and follow-up systems
Automate repetitive manual processes to save your team time
Sales Enablement & Strategy
Align sales and marketing workflows
Build sales funnels and lead nurturing sequences
Reporting setup to track conversion rates, pipeline health, and team performance
Dashboards & Reporting
Custom KPI dashboards
Performance insights across sales, marketing, and customer service
Exportable reports for investor or team visibility
CRM Training & Documentation
Tool & Platform Integrations
Why Work With Me?
I specialize in working with:
Startups and small businesses scaling their operations
HR firms, wellness providers, and service-based organizations
Teams overwhelmed by messy CRMs or disconnected tools
You’ll get a strategic partner who understands both the tech and the business side—ensuring your CRM is not just organized, but actually drives revenue and results.
Let’s make your CRM your growth engine.
Ready to simplify your systems and close more deals?
Message me to get started!