If your team works around your CRM instead of in it, I'll build one that fits how you sell. You own it, and your team keeps working while I build it.
Running today at a real-estate marketing company doing about $10M a year, and being rolled out at a home-equity lender.
with Isai Guerrero
One hour by video. You leave knowing whether a switch is worth it and what it would take.
I describe clients without naming them. Ask on a call and I'll walk you through any of them.
About $10M a year
Replaced HubSpot and an outside software agency with a system the company owns.
Leads, deals, tasks, billing, email and where each lead came from now live in one place. One screen for each rep replaced four tools, and support headcount dropped by half.
Moving over from HubSpot
A CRM built around how their partners and loan team work.
It checks which of five loan programs a customer qualifies for and tracks every lead and deal. It also sends follow-ups, handles e-signatures and connects to Gmail and Google Calendar.
Live
A marketplace that connects homeowners with licensed local pros.
Every pro's license is checked before they are listed, and payments are handled inside the marketplace.
A few of the features I've built for clients. Yours gets the ones your team needs.
Every lead message in one place, with a reply already drafted.
Your deals on a board, one column per stage.
Texts and emails that go out on schedule, so no lead goes cold.
Build a quote, send it as a branded PDF, and keep a copy on file.
Bill customers from the same place you track the work.
Emails and meetings show up on the right customer automatically.
AI writes the code from my instructions. I decide what gets built, check every change before it goes live, and run the move myself. You deal with one person, start to finish.
I look at your CRM, your data and how your team works. That includes the spreadsheet next to the pipeline and the report someone rebuilds every week.
Your team keeps working in the old CRM while I build the new one.
Records come over and are checked. Both systems run side by side until the numbers match.
You turn the old CRM off. The software, the data and a written guide to running it are yours.
If you're not sure which fits, start with the free call.
Free
1 hour
Tell me what isn't working. I'll tell you honestly whether I can fix it.
Book a free call$30/hour
Limited-time rate, normally $100/hour
One broken workflow, one automation, or a second opinion before you sign with a vendor. No project needed.
DetailsStarts at $2,000
Usually 2–4 weeks from start to switch-over
Move off a CRM that doesn't fit onto software your company owns.
DetailsFrom $500/month
Ongoing, six-month minimum
Ongoing part-time help running and improving your systems.
DetailsMore on the Pricing page.
We look at your CRM together by video. You leave knowing what a switch would cost and how long it would take. If your current CRM only needs fixing, I'll tell you that.
Most switches start at $2,000 and take 2–4 weeks. Bring whoever makes the decision.