About the service
I set up and improve HubSpot and Salesforce so your CRM finally matches how your team actually sells. Usually a system doesn't work not because the tool is weak, but because it was deployed on standard stages, empty fields, and with zero automation inside. I start by mapping your sales process from first touch to deal close, then rebuild the pipeline, stages, and lifecycle so every card moves forward for a clear reason. I design custom fields specifically for what managers and reports need, without the clutter that becomes stale data over time.
On top of this structure I build automation that removes manual routine. Workflows assign owners, distribute leads, send email sequences, update deal fields, create tasks, and send internal notifications at the right moment. I connect your CRM to website forms, landing pages, and email so new contacts land in the database clean and enriched, not as duplicates. If you're already using other services, I set up integrations through ready-made connectors or APIs so data flows both ways instead of being manually transferred between tabs.
In the end I deliver a system you can trust. I clean and deduplicate existing records, organize company and contact data, fix broken links, and set up validation rules so garbage stops entering the database. Then I build dashboards and reports that show the pipeline, stage conversion, manager performance, and forecast in simple numbers your leadership will actually open. You get documentation, brief team training, and a CRM tuned to your process, not one that forces you into someone else's template.
— Pipeline, stage, and lifecycle design
— Custom fields, cards, and layouts
— Workflows, sequences, and automations
— Integration with website, forms, and email
— Data cleaning, deduplication, and reporting
On top of this structure I build automation that removes manual routine. Workflows assign owners, distribute leads, send email sequences, update deal fields, create tasks, and send internal notifications at the right moment. I connect your CRM to website forms, landing pages, and email so new contacts land in the database clean and enriched, not as duplicates. If you're already using other services, I set up integrations through ready-made connectors or APIs so data flows both ways instead of being manually transferred between tabs.
In the end I deliver a system you can trust. I clean and deduplicate existing records, organize company and contact data, fix broken links, and set up validation rules so garbage stops entering the database. Then I build dashboards and reports that show the pipeline, stage conversion, manager performance, and forecast in simple numbers your leadership will actually open. You get documentation, brief team training, and a CRM tuned to your process, not one that forces you into someone else's template.
— Pipeline, stage, and lifecycle design
— Custom fields, cards, and layouts
— Workflows, sequences, and automations
— Integration with website, forms, and email
— Data cleaning, deduplication, and reporting
