CRM & Custom Tools
Your system should know how your team works.
Illustration: a lead list with filters and an open lead drawer with details, tasks and status.
When the CRM doesn’t fit, another spreadsheet opens.
Unnecessary fields, missing information and too many clicks send people back to their own lists. I adapt the CRM to your sales or service process and build custom views where needed: leads that need attention today, customer history and the next action. Data migration and rollout happen in stages alongside existing work.
Example workflows
CRM configured around your process
- Stages, fields, tasks and follow-ups are defined from how the team really works
- Ownership and routing rules are set so every lead has a person
- Meetings, notes and call logs live next to the lead they belong to
- Dashboards show the team what needs attention today
Migration from spreadsheets or another system
- Existing data is profiled: duplicates, gaps and formats
- Records are matched, cleaned and imported in verified batches
- Comments, tasks and history come along where the target system allows
- The old system stays available until the new one is proven
A staff interface for the daily work
- The team's real daily tasks are observed and listed
- Lead views, filters and a lead drawer are designed around them
- Meeting, call and task logging is made fast and consistent
- The interface is adjusted with the team after they use it
What an engagement can include
- CRM setup: fields, stages, tasks, follow-ups and permissions
- Custom interfaces: lead views, filters, dashboards, lead drawers
- Meeting and call logging and task management in one place
- Migration utilities: matching, cleanup, CSV imports, verification
- Staged rollout alongside the tools you use today
- Documentation and a walkthrough for the team
Connected tools
Fireberry, Airtable, Google Sheets, Google Calendar, Voicenter, Webhooks and custom APIs
Tool names identify compatible tools and do not imply endorsement.