Need a CRM that actually supports how your team collaborates and manages clients? I set up and optimize Agile CRM, ConnectWise, Cinode, Bitrix24, ClaritySoft, GreenRope, Accelo, and Prophet CRM for teams that need more than a basic contact list.
What I deliver:
- Contact & Account Management: segmentation, tagging, deal tracking, custom fields, and role-based access configured for your team structure
- Project & Task Integration: CRM connected to your project workflows so deals, tasks, and client communication stay in sync
- Automation: lead routing, follow-up triggers, task creation rules, notification workflows, and stage-based actions
- Customer Support Setup: ticket systems, client portals, call center configuration, and escalation rules where applicable
- Custom Dashboards: team performance views, pipeline tracking, activity reports, and forecasting panels
Great for:
- Service businesses and agencies managing ongoing client work
- Teams that need CRM and project management in one system
- Anyone whose current CRM is disconnected from their actual workflow
Message me before ordering with your CRM platform and what you need built.