CRM Automation Support
Pipelines, properties, and workflows configured so your CRM reports the truth.
Who this is for
- Teams whose forecast nobody trusts
- Founders with three pipelines and no owner
- Sales leads inheriting a messy CRM
Problems solved
- - Duplicate and stale records
- - Stages that mean different things to different reps
- - Manual data entry after every call
- - Reports that contradict each other
What I handle
Deliverables
- ✓ Documented pipeline definition
- ✓ Live automations
- ✓ Cleaned record set
- ✓ Forecast and activity dashboards
Tools
Process
- 01Audit
Record quality, stage definitions, and reporting gaps.
- 02Redesign
Stages with written exit criteria the whole team agrees on.
- 03Automate
Logging, tasks, and lifecycle transitions.
- 04Report
Dashboards that match reality and get reviewed weekly.
Example workflows
- - Weekly hygiene sweep
- - Monthly duplicate check
- - Quarterly pipeline review
KPIs I track
Frequently asked
Which CRM do you work in most?
HubSpot, then Pipedrive and Zoho. I have run daily operations inside all three.
Can you fix a CRM without a rebuild?
Usually yes. Most problems are stage definitions and hygiene, not architecture.
Do you train the team?
Yes, with a short written standard so the cleanup does not decay in a month.
Related services
CRM Pipeline Management
A clean, current, trustworthy pipeline you can actually forecast from.
RevOps Consultant
CRM cleanup, forecasting, and weekly pipeline reporting the founder actually reads. HubSpot, Pipedrive, Zoho.
HubSpot Implementation for Small B2B Teams
HubSpot without the mess. Stages people respect, dashboards that ship decisions, a system your first ten reps can actually use.
Ready to hand this off?
Tell me a little about your team and this workstream - I'll come back with fit and a starting plan.