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CRM complexity grows quickly when systems, data and processes stop working together.
ChargedEV partnered with me to simplify and modernise its CRM ecosystem while supporting the company’s continued growth.
The business was operating across multiple HubSpot portals and several disconnected systems, which had created duplicate processes, fragmented customer data and unnecessary manual work.
My role was to help turn that environment into a single, scalable CRM platform.
I consolidated two HubSpot portals into one environment, managed the migration from HubSpot Enterprise to Professional, redesigned the CRM architecture, and migrated and validated business-critical data.
From there, I built automated workflows for sales and operational processes, created custom reports and management dashboards, and connected HubSpot with systems including Jira, Confluence, WooCommerce, Aircall, Calendly, Typeform and Companies House.
The engagement ultimately covered 670+ pieces of CRM work, spanning migration, automation, reporting, integrations and ongoing optimisation.
The result was a much more connected CRM ecosystem, with cleaner data, fewer manual processes and a stronger foundation for the business to continue scaling.
Projects like this are a good reminder that CRM transformation isn’t simply about moving data from one system to another. The real value comes from simplifying the architecture and making the different parts of the business work together.
Strong systems thinking here—consolidating the CRM and validating the migration, rather than just moving data, is what makes the work genuinely scalable.
Exactly. The ongoing monitoring is what makes the real difference. A one-time cleanup can fix the data temporarily, but without the right processes in place, the same issues tend to come back.
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