Seven ways to get your CRM under control.
From a one-time fix to a hands-off retainer that keeps it that way for good — pick where you are, not where you think you should start.
CRM Care Plan — your monthly maintenance retainer
Your CRM gets cleaned once, and I make sure it never goes back to chaos. This is the relationship most clients land in after their first cleanup.
- Weekly duplicate & dead-lead sweep
- Monthly CRM health report sent straight to you
- Tag and pipeline hygiene maintained on a schedule
- Priority turnaround on requests — no waiting in a queue
CRM Cleanup
The flagship: a full declutter — duplicates merged, dead leads cleared — done in 5 business days.
CRM Install & Setup
Starting fresh? I’ll build your CRM right the first time, structured to scale with you.
CRM Reporting & Dashboards
See what’s actually happening in your pipeline, in numbers you can trust.
CRM Audit & Assessment
A deep diagnostic of what’s broken and exactly what it’ll take to fix it.
CRM Training & SOPs
Your team gets simple, written processes so the mess doesn’t come right back.
CRM Migration
Moving platforms? Your data comes with you — clean, mapped, and intact.