When you need it
- Data scattered across spreadsheets, email and disconnected tools.
- No single view of the customer or the order.
- Processes that rely on people's memory.
Area of work
CRM / ERP
Bring order to customer and process data: one system, configured around how you actually work.
What's included
- Choosing the platform that fits your case.
- Configuring pipelines, fields and permissions.
- Migrating and cleaning existing data.
- Team training and documentation.
How I work
- 1Mapping the processes and data to manage.
- 2Configuring the system around the real flow.
- 3Migration, testing and adoption with the team.
Frequently asked questions
Depends on processes and budget: often a well-configured standard CRM is enough; when processes are truly unusual, I evaluate custom solutions or Odoo.
By involving them from day one: I configure the system around the real flow, remove useless fields and train people on their work, not on a manual.
From a few weeks for a standard setup to 2-3 months when migrations and complex integrations are involved.
Outcome
- A single, reliable source for customers and orders.
- Standardized, repeatable processes.
- Fewer errors and less duplicated work.
Tools
HubSpot
Pipedrive
Odoo
Airtable
Zoho
Cases
Want to know if this is the right area for your situation?
Let's talk