A CRM isn't a piece of software it's the nervous system of your business. I've built elaborate CRM systems from scratch and customized existing platforms to handle complex sales pipelines, multi-channel data, and automated workflows that actually reduce the work instead of adding to it.

Custom Builds, Not Off-the-Shelf Band-Aids

Most businesses buy a CRM, use 10% of its features, and call it done. I take the opposite approach. I map the entire customer journey from first touch to repeat purchase and build the CRM around that reality. Sometimes that means customizing Salesforce or HubSpot. Sometimes it means building something from scratch because no existing tool fits the workflow.

With SortExpress, I built data pipelines that feed live campaign performance directly into CRM records, so sales teams know exactly which landing page, which ad, and which channel brought each lead. That level of attribution changes how teams sell.

Automation That Works

I design automation workflows that handle lead scoring, follow-up sequences, task assignment, and reporting without requiring the team to babysit the system. The goal is always the same: remove manual steps, reduce errors, and give people back their time so they can focus on closing deals instead of updating spreadsheets.

CRM Capabilities