Heather H.

Most CRMs aren’t broken — they’ve drifted out of sync. Deals stop reflecting reality, follow-up lives outside the system, and reporting becomes unreliable. I fix the underlying structure so you can clearly see what’s happening, what needs attention, and what’s actually moving toward close. What I typically fix: Pipelines that no longer reflect how deals actually move Contacts and data that are duplicated, incomplete, or unreliable Follow-up happening outside the CRM Workflows that don’t match how the team actually operates Reporting that doesn’t reflect reality How I work: Audit your current setup to identify where structure has drifted Map a clean, usable pipeline and data structure Rebuild the system so it reflects how your team actually works Restore visibility so you can trust what you’re seeing If your CRM feels messy, unreliable, or hard to use day-to-day, I can help you turn it into something you can actually trust.