I will setup lead management deal tracking planhat striven formaloo method kintone

Off-the-shelf CRMs don't fit every business. If you track leads in spreadsheets, quote in one tool, and invoice in another, deals fall through the gaps.

I build lead management and deal tracking systems that match how you work, either custom in a no-code platform or inside a CRM tied to your accounting.

I work with Kintone and Formaloo for custom trackers, Method CRM for QuickBooks users, Striven for combined ERP and CRM, and Planhat when you need to manage customers after the sale.

What I build:

• lead management system
• deal tracking setup
• kintone custom app
• formaloo lead form
• method crm quickbooks sync
• striven crm setup
• planhat account tracking
• lead follow up reminders
• pipeline reports
• lead to invoice workflow

Why work with me:

• Setup built around your process, not a template
• Clear scoping call before work starts, no surprises
• Documented so your team can run it
• Fast responses, revisions included on every package
• Post-delivery support to fix or tweak flows

Perfect for service and operations businesses that outgrew spreadsheets.

Message me about your process before ordering.