Most CRM projects fail because the software goes in before anyone understands the work. I do it the other way round — the way I did it for my own company, and have kept doing for twenty years.
This is the most common situation I walk into. Half the fields are empty, the reports don't mean anything, and the team has quietly gone back to spreadsheets and memory. The platform is rarely the problem. It was set up by someone who never asked how you actually work — and never had to use it themselves.
Plenty of good businesses run on spreadsheets, a shared inbox and one person's memory — right up until that person goes on vacation. You don't need a bigger spreadsheet. You need the first system you'll actually keep: small enough that the team adopts it in a week, structured enough that it still holds in three years. That's exactly how I started mine.
Four pieces of work. Depending on where you are, I do all four, or just the one that unblocks the rest.
A new CRM, or a rescue of the one you already have. I structure the modules, fields and permissions around your real sales process, then move your data across without breaking it.
Anything your team does by hand that follows the same logic every time can run on its own: follow-ups, lead assignment, reminders, status changes, approvals.
A CRM shouldn't be an island. I connect it to your website, calendar, inbox, invoicing and phone system — and when the platform runs out, I write the Python to bridge the gap. The contact form on this site is the proof: it feeds my CRM, scores the lead and books the call, all on its own.
Dashboards management can rely on, built on clean data and definitions everyone agrees on — plus AI-assisted lead scoring so your people call the right prospects first.
Two platforms, worked in every day. I'd rather know two to the bottom than five at the surface. I'm not a reseller of either, so I earn nothing from which one you pick — I'll recommend the one that fits, and say so if neither does.
The platform I've run my own business on for twenty years — from day-to-day administration down to the APIs, custom functions and Python integrations. The best value for most small and mid-sized businesses, if it's set up properly.
zoho.comWhen you need the depth, the governance and the ecosystem. Five years working inside live Salesforce orgs alongside consulting partners. Configuration, automation, integrations, and migration off whatever you're using now.
salesforce.comA few lines on what's going on is enough. I read every message myself and reply within one business day with what I'd look at first.
I'll read it myself and get back to you within one business day. If it can't wait, call 514-500-7774.
Pick a time that works for you. We'll walk through how you operate and I'll show you what the impact would look like — in dollars.
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