I build CRM systems that match how your business actually works — not a template your team quietly abandons in two months.

We start by mapping your real sales and delivery process: the stages, the owners, the handoffs between departments. Then the system gets built around that.

What you get: — Custom pipeline with defined stages, owners and entry criteria — Automated task assignment at each stage, so progress doesn't depend on someone remembering — Cross-department boards where sales, legal, finance or delivery hand work between them — Checklists and task briefs inside each stage — Notification triggers on deadlines and stalled deals — Data migration from your current spreadsheets or system — Documentation and a training walkthrough with your team

Recent result: a 20-person consulting firm went from scattered spreadsheets to a 9-stage pipeline with automated handoffs across 7 roles. It has been running for 4 years without a rebuild, the client is still on ongoing support, and referrals from them became the core of my client base in professional services.

Best fit: agencies, consulting firms and professional services companies of 5–50 people.