CRM & Custom Tools
Adapt your systems to how people actually work.
Illustration: a lead list with filters and an open lead drawer with details, tasks and status.
A system the team works around
A CRM is only useful if the people doing the work open it. When it's slow, cluttered or missing what matters to them, they keep their own lists, and the business loses the shared picture. I configure CRMs around the real sales or service process and, where the standard screens aren't enough, build interfaces for the daily work: the lead list an agent actually needs, the drawer with the full history, the place where a call is logged in two clicks.
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.