What CRM workflows can you set up?
Lead capture from web forms, automatic owner assignment, follow-up reminders, email logging, pipeline stages, and reporting—so nothing falls through the cracks.
CRM Development
Custom CRM solutions tailored to your business
I build CRMs that teams actually use—because they match your real workflow. Instead of forcing you into a rigid “sales software” template, I design a CRM around how you capture leads, qualify opportunities, follow up, and hand work off to operations.
Most of my CRM builds are done in Airtable (often with role-based Interfaces and automations), especially when you need your CRM to connect cleanly to work orders, projects, inventory, scheduling, or admin systems—all in one place.
What's included
- Custom CRM Development — Purpose-built CRM solutions designed around your unique sales and service processes.
- Salesforce Integration — Custom objects, workflows, and integrations extending Salesforce capabilities.
- HubSpot Customization — Tailored HubSpot configuration with custom properties, pipelines, and automation.
- Workflow Automation — Automated lead routing, follow-up sequences, and task creation reducing manual work.
- Reporting Dashboards — Visual reports tracking sales pipeline, team performance, and customer insights.
- API Integrations — CRM connections to email, calendar, accounting, and other business tools.
Process
- Discovery — I document how you handle leads today and what outcomes you want tomorrow (visibility, faster follow-ups, better qualification, cleaner hand-offs). Then I map your pipeline stages, required fields, success criteria, and any integration dependencies—especially if historical data needs to be preserved.
- Design & Build — I design and build the CRM foundation: data model (contacts, companies, deals), pipeline views, role-based Interfaces, and automations for reminders, assignment, and follow-ups. If the CRM must link to work orders/inventory/projects, I build and test those relationships using real scenarios.
- Launch & Support — I launch the CRM, validate the full workflow (new lead → qualified → quote → won/lost), and deliver training with SOPs and admin handover. Optional ongoing support covers refinements, new automations, and scaling as your sales process evolves.
Frequently asked questions
Can you support project and production teams?
Absolutely. I build project templates, role-based task views, approval and proofing flows, due-date nudges, and automated status updates to Slack or email.
Do you offer ongoing support after launch?
Yes. I offer support options for tweaks, new automations, and ongoing oversight as your team grows or your processes evolve.
What kind of CRM do you build—Salesforce/HubSpot style?
Functionally, yes (pipelines, qualification, follow-ups, reporting). The difference is I build it around your process, often in Airtable, so it connects cleanly to the operational systems you already run (work orders, inventory, projects).
Can you connect the CRM to work orders and inventory in the same system?
Yes—this is a common need. I can design the CRM so a “won” deal triggers a work order or project record, with linked customer history and inventory references preserved.
How do you handle follow-up reminders?
I build reminder date fields, “next action” dashboards, and automated nudges (email/Slack) so follow-ups become routine instead of reactive.
Can you preserve my existing CRM data?
Yes. I’ll map and import your current records safely, and plan refactors carefully to protect history and avoid breaking existing workflows.
What is "refactor risk" and how do you reduce it?
Refactor risk is the chance that restructuring a live CRM breaks automations, reporting, or data integrity. I reduce it by documenting dependencies, planning the migration steps, and testing in a controlled way before going live.
Will my team actually use it?
That’s the priority. I build role-based Interfaces that are easy to navigate and centered on “what do I need to do today?” Then I provide SOPs and training so adoption sticks.
How do you price CRM builds?
Simple builds can be scoped as a fixed project. Complex CRMs—especially those tied to work orders/inventory—often start with a paid discovery phase so scope and risks are clear before building.
Do you offer ongoing support?
Yes. I can stay involved for optimization, reporting improvements, new pipeline stages, new automations, and scaling as your business grows.