Your CRM Should Help You Close More Deals — Not Create More Work.
If you’re losing track of leads, struggling with messy follow-ups, or still relying on spreadsheets, it’s time to get your CRM working properly. I help service-based businesses build simple, effective CRM systems that capture leads, automate follow-up, and make your sales pipeline easier to manage.
Whether you're just getting started or want to fix what’s already in place, I’ll help you build a CRM that actually supports how you sell.
Your CRM should be the central hub of your sales process — tracking leads, guiding follow-ups, and showing you exactly where opportunities are in your pipeline.
But in reality, most CRMs end up confusing teams, missing data, or simply not being used at all.
When your CRM isn’t set up properly, the same problems start to appear: leads quietly fall through the cracks, follow-ups get delayed or forgotten, reporting turns into guesswork, and sales teams either avoid the system altogether or waste hours on manual admin.
That’s where I come in. I don’t just help you install a CRM — I help you use it to close more leads. Whether you’re a solo founder, a small team, or a fast-growing sales operation, I tailor your CRM to match how you actually sell — not the defaults that came with the software.
I offer practical, tailored services that turn your CRM into a tool that actually supports your sales process — not one that adds more friction. From initial setup and platform selection to audits, automations and hands-on improvements, I’ll help you build a system that tracks leads properly, follows up consistently, and gives you the clarity you need to close more deals.
CRM isn’t just for big corporations or SaaS companies. I work with businesses who rely on enquiries, consultations, and sales calls to grow — and who need a system that keeps up with demand.
The list is non-exhaustive, but below are five examples of professionals and industries who could benefit from an effective CRM system:
If you’re juggling leads, quotes, and follow-ups manually, a CRM helps you stay on top of every opportunity without dropping the ball. It replaces scattered spreadsheets, inboxes, and reminders with a single, streamlined system.
Tom, a self-employed roofer, uses a CRM to log every enquiry from his website. Once a quote is sent, the CRM automatically follows up three days later. He can see which jobs are in progress, which quotes are outstanding, and who to call next — all from one dashboard.
As a team manager, you need oversight of what’s going on — who’s working which leads, where deals are stalling, and how the team is performing. A CRM gives you that control, while helping your team stay focused, consistent, and accountable.
Rachel, a Sales Manager at a property investment firm, uses her CRM to monitor rep activity, follow up on ageing leads, and report on monthly performance. The system helps distribute new investor enquiries fairly and ensures every client is contacted within 30 minutes.
You’re the glue that holds the business together — keeping client files, scheduling appointments, sending paperwork, and making sure everyone’s doing what they should. A CRM simplifies your workload and keeps everyone aligned.
Jason, a Client Services Manager at a financial advice firm, uses a CRM to track client onboarding. Once a new lead is marked as 'engaged', the system triggers a checklist of tasks — from sending out welcome packs to booking review calls. Notes, emails, and documents are all logged automatically.
Customer onboarding is key to retention. With a CRM, onboarding teams can automate welcome flows, assign setup tasks, and make sure every customer gets a consistent, high-quality experience.
Liam, an Onboarding Coordinator at an SaaS productivity platform, uses his CRM to manage the customer onboarding journey. As soon as a sales rep marks a deal as "closed," the CRM triggers a welcome sequence: setting up the client’s dashboard, booking a training session, and sending helpful how-to guides.
If you oversee multiple teams or branches, a CRM gives you the clarity and control you need to scale. From performance dashboards to lead distribution and pipeline insights, you get a complete view of what's working and where support is needed — without relying on manual reports or constant check-ins.
Dawn, a Regional Director for a network of mortgage brokers, uses the CRM to compare performance across different branches and brokers. She can instantly see how many leads each adviser is handling, which stages they’re at, and how many deals have completed that month.
I’m not here to give you another bloated system full of features you won’t use. I’ll help you simplify, streamline, and scale what already works — and make sure nothing slips through the cracks.
Let’s Build a CRM That Works for You
If you're losing leads, wasting time on admin, or just unsure whether your CRM is set up properly — let's fix that.
Fill in the short form below to book your free discovery call. I'll take a look at where things stand, answer your questions, and show you what’s possible — no pressure, no obligation.
