Services

Get your contact list back to something you can trust.

Duplicates, half-filled records and fields nobody understands make any CRM hard to use. I merge the duplicates, fix or simplify the fields, and tidy up the data so your list is something you can actually work from.

Good fit if you already have a CRM but nobody trusts what's in it.

A Salesforce org that fits how your business actually works.

Salesforce can do a lot, which also means there's a lot to configure. I set up the objects, custom fields, page layouts and permissions you need, and I can bring in your existing data with Data Loader. You end up with a setup that matches your process instead of the default one.

Good fit if you've bought Salesforce, or you're about to, and you want it set up right the first time.

HubSpot set up so your contacts, deals and forms all land in one place.

I set up your deal pipeline, contact properties and forms, then import your contacts so you're not starting from an empty account. The goal is a HubSpot account that's ready to use on day one.

Good fit if you're moving off spreadsheets or another tool and want HubSpot working without the trial and error.

Let the CRM handle the follow-ups and busywork.

I build automations like Salesforce flows and HubSpot workflows that assign leads, set follow-up tasks, send reminders and sort contacts into the right lists. Once they're running, the routine steps happen on their own instead of depending on someone remembering.

Good fit if you or your team keep forgetting follow-ups, or you're doing the same manual steps every day.

See where your deals and leads stand without digging.

I build reports and dashboards that answer the questions you actually ask, like how many leads came in this month, where deals are stuck, and who needs a follow-up. You get a view you can check in a minute instead of exporting to a spreadsheet.

Good fit if you can't tell where your deals stand without asking around.

Get your team using the CRM, not working around it.

A CRM only helps if people use it. I walk your team through the parts they'll use every day and leave you with simple written guides they can come back to later.

Good fit if you have a CRM but your team still keeps notes in spreadsheets, email or their heads.

A simple website that sends new inquiries straight into your CRM.

I build straightforward small business websites with WordPress or plain HTML and CSS. Each one can include a contact form that drops new leads into your CRM, so inquiries don't sit in an inbox.

Good fit if you need a clean, simple site and want web leads to show up in your CRM automatically.