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Good CRM reporting is only as reliable as the data behind it.
When I started working with Momentum AMP, one of the biggest challenges was inconsistent HubSpot data, which made it difficult for the team to fully trust its reporting.
What initially started as a data analytics engagement developed into a much broader HubSpot development and operations partnership.
I introduced daily data-quality monitoring to identify and resolve issues before they could affect reporting, while also building and improving automation across the CRM.
The work expanded into sales commission workflows, weighted deal assignment, customer success processes, reporting improvements and wider operational automation. I also supported projects including Stripe data cleanup and a Gemini AI integration.
For the SCC team specifically, I automated processes around lead rotation, outreach, post-mortem tracking and email distribution — reducing the amount of manual work required across their day-to-day operations.
The engagement has now covered more than 390 CRM tasks, with data-quality checks running every working day since September 2024.
The result is a HubSpot environment with more reliable data, stronger automation and reporting the team can actually trust when making decisions.
For me, this project shows why CRM optimisation starts with the fundamentals. You can build sophisticated workflows and dashboards, but if the underlying data isn’t reliable, the rest of the system can’t deliver its full value.
The strongest part here is treating data quality as an ongoing product system rather than a one-time cleanup. Clear monitoring, automation, and operational cues make a complex CRM workflow feel measurable and much easier to trust.
The network for creativity
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Savvy Accounting | Website Design & Development
A professional website should make a business’s value clear from the first impression.
For this Savvy Accounting website proposal, I created a visual direction centered on trust, clarity, and personal connection—bringing the firm’s bookkeeping and accounting services into a polished digital experience.
The design combines deep navy, warm peach accents, and soft neutral backgrounds with elegant serif typography. Generous spacing and a clear content hierarchy give visitors room to explore the services without feeling overwhelmed.
The homepage introduces the business, organizes its core services into easy-to-scan cards, and guides visitors toward starting a conversation. A dedicated About page introduces Lisa and Matthew, putting the people behind the business at the center of the experience.
Project highlights:
• Custom homepage and About page design
• Clear presentation of accounting and bookkeeping services
• Team profiles that support a personal connection
• Consistent typography, colors, and visual hierarchy
• Prominent contact calls to action
This project demonstrates my approach to business websites: combine thoughtful design with clear messaging so potential clients can understand what you offer and how to take the next step.
Have a business that deserves a stronger online presence? Let’s build a website that reflects the quality of your work.
Design & development by Branco Dev
brancodev.com
https://savvya.vercel.app
Is your CRM creating more work instead of saving you time?
Leads come in, but follow-ups get missed.
Contacts are scattered across spreadsheets.
Your team isn't always sure who needs attention next.
I help real estate businesses organize their HubSpot CRM and build simple systems that make lead management easier.
What I can help with:
• HubSpot CRM setup & organization
• Lead and pipeline management
• Follow-up workflows & automation
• Email automation
• Lead tracking and data organization
• Zapier integrations
• CRM cleanup and optimization
The goal isn't to add more complexity.
It's to build a system that helps you know what needs attention, automate repetitive tasks, and keep your leads moving.
📩 If your current CRM feels messy or difficult to manage, let's talk.
I designed and built an AI-powered lead management automation using Make.com to streamline the process of receiving, analyzing, organizing, and communicating lead information.
The workflow starts with a custom webhook that receives incoming data, then searches Google Sheets to check existing records. OpenAI analyzes and classifies the information, while JSON parsing converts the AI response into structured data for reliable processing.
Using conditional logic, the system automatically determines whether a lead is new or already existing. New leads are added to Google Sheets, while existing records are updated. Automated Gmail notifications are then triggered, and the results are merged and sent to Slack for team visibility.
Key Features
Webhook-based lead capture
AI-powered data analysis and classification
JSON data parsing
Google Sheets database management
Conditional lead routing
Automated Gmail notifications
Slack team notifications
End-to-end workflow automation
Tools: Make.com, OpenAI, Google Sheets, Gmail, Slack, Webhooks & JSON.
