CRM & Automation
HubSpot, Salesforce, Klaviyo — flows that turn data into retention.
Most CRMs are expensive contact databases. I turn them into revenue engines — with clean data, lifecycle automation, and reporting your leadership team can actually make decisions from.
Outcomes
1
Single source of truth
Lifecycle
Automation across the funnel
Power BI
Board-ready reporting
The problem
A CRM nobody trusts
Data is duplicated, lifecycle stages mean different things to different teams, and automation was built once and never revisited. Reporting gets rebuilt in spreadsheets every month.
Duplicate, incomplete records and no data governance
Lifecycle stages and pipeline definitions that don't match the sales motion
Manual handovers where automation should be doing the work
Dashboards leadership doesn't believe
The solution
How I fix it
What you get
- CRM build or rebuild in HubSpot, Salesforce or Klaviyo
- Data model, properties and hygiene rules
- Lifecycle automation — nurture, onboarding, retention, win-back
- Segmentation and behavioural triggers
- Reporting dashboards in Power BI or native tools
How I work
Architect
Data model, lifecycle stages and reporting requirements defined up front.
Build
CRM configured, integrated and populated with clean data.
Automate
Workflows for every meaningful moment across the customer lifecycle.
Tools & platforms
The stack I use to deliver crm & automation — and train your team on.
Deliverables
CRM blueprint and data model
Automation library
Segmentation strategy
Reporting dashboards
Related insights
Further reading on crm & automation
Who it’s ideal for
Teams outgrowing spreadsheets and disconnected tools
E-commerce brands where retention drives most profit
B2B teams needing marketing and sales on the same system
FAQ
Can you migrate us from one CRM to another?
Yes — planning, data cleansing, mapping and rebuild in the new system.
How long does a CRM build take?
6–12 weeks depending on complexity, integrations and data quality.
CRM & Automation
HubSpot, Salesforce, Klaviyo — flows that turn data into retention.
Want to work together?
Let’s make crm & automation a growth engine
Commercials are finalising as I complete my business plan. In the meantime, tell me what you're trying to build and I'll come back with a scoped proposal.