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Your CRM isn't broken. Your follow up is. 📉➡️📈
Most business owners blame their software when leads go cold, but it's usually one of 3 fixable gaps:
1️⃣ No trigger when a lead goes silent
2️⃣ Messaging that sounds robotic instead of human
3️⃣ Too many automated steps before a real person shows up
Swipe through to see exactly where leads are slipping through the cracks, and how to fix it. ➡️
If you're not sure your funnel is actually working end-to-end, that's worth a second look.
📩 DM me or email danielrichy45@gmail.com, let's audit it together.
The network for creativity
Join 1.25M professional creatives like you
Connect with clients, get discovered, and run your business 100% commission-free
Creatives on Contra have earned over $150M and we are just getting started
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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.
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.
Orvex is a Sales CRM SaaS dashboard designed to make sales data easier to understand and manage. With real-time insights, clear visualizations, and a streamlined interface, it helps teams track performance, spot trends, and make faster, more confident decisions.
Want to create something like this?
Let's Talk!
