Can you work in the CRM we already use?
Yes. I work within the platform your business already uses and am comfortable learning a new system where needed.
Systems
CRM Management for Growing Businesses
CRM setup, clean-up and day-to-day management so your pipeline, contacts and follow-up sequences reflect what is actually happening in the business.
Who This Is For
- Businesses whose CRM has become out of date or unused
- Teams moving from spreadsheets to a proper CRM
- Consultants who need consistent follow-up on every enquiry
Problems This Solves
- Contact records are duplicated, incomplete or inconsistent
- Deals sit in the pipeline with no next step assigned
- Reporting cannot be trusted because the data is unreliable
What I Handle
The specific tasks included
- CRM audit and data clean-up
- Pipeline and stage configuration
- Contact and company record management
- Deal and task tracking
- Follow-up sequences and reminders
- Form, lead and enquiry routing
- Pipeline and activity reporting
- Documented CRM procedures for your team
Tools I Work In
Platforms commonly used for this work
- HubSpot
- Zoho CRM
- Pipedrive
- Salesforce
- Airtable
- Google Sheets
- Zapier
How It Works
From first enquiry to ongoing support
01. Enquiry
You share your business, the work you want to hand over and your preferred start date.
02. Discovery call
A complimentary call to review your current workload, systems and priorities.
03. Proposal
A written scope covering the tasks, hours, communication rhythm and timeline.
04. Onboarding
Secure access to the tools involved, plus a shared workspace for tasks and updates.
05. Ongoing support
Work runs on an agreed cadence with clear reporting and documented processes.
Questions About This Service
Answers to common questions
Can you migrate data from spreadsheets?
Yes. Records can be cleaned, de-duplicated and imported with a documented field structure.
Do you provide reporting?
Yes. Pipeline, activity and follow-up reporting can be delivered on an agreed schedule.
Reliable support. Clear communication. More space to grow.
Contact me for current availability and pricing.