I build CRM systems that match how your business actually works — not the other way around.
Most CRM projects fail for the same reason: someone configures a tool before understanding the process. The team gets a system that doesn't fit, quietly goes back to spreadsheets, and the company pays a subscription for something nobody opens. I start with process mapping and only then touch the software.
WHAT YOU GET
Process discovery. We map how work moves through your team right now — every stage, every handoff, every point where something waits on someone. This is where most of the value gets created.
Pipeline architecture. Sales stages that reflect your real sales cycle, with defined entry and exit criteria for each one, so nothing sits in limbo.
Automated task assignment. When a deal hits a stage, the right person gets the right task with a brief and a deadline. No manual dispatching.
Cross-department handoffs. Sales to legal, legal to accounting, accounting to delivery — routed automatically, with visibility for everyone involved.
Checklists and templates at each stage so quality doesn't depend on who happens to be handling the deal.
Notifications and escalation so nothing goes silent.
Reporting and KPI dashboards for the metrics you actually manage by.
Integrations: telephony, inbox and messaging channels, document platforms, and any tool your team already lives in, connected by API or through Make, Zapier or n8n.
Documentation and team training on handover. You own the system.
PLATFORMS
HubSpot, Pipedrive, Airtable, and custom-configured CRM platforms. If you already have a CRM that isn't working, I can audit and rebuild it rather than start over.
TRACK RECORD
Built a full CRM from scratch for a 20-person consulting firm across 7 roles: 9-stage pipeline, cross-department boards, automated handoffs between sales, legal, product and accounting. Four months from first call to launch. It's in its fourth year of operation and the client is still on support.
Four-plus years building these systems for consulting firms, recruitment agencies, construction companies and B2B service providers — teams of 15 to 30, where a dropped handoff costs real money.
HOW WE START
A short call, no charge, where you describe where things break down. If automation isn't the right fix, I'll say so. If it is, you get a written scope with timeline and price before anything begins.