A CRM consultant that makes your customer database something your team trusts.
A CRM (the customer database your team works from) should show who your leads are and what happens next. Most small-business CRMs are full of duplicates, dead deals and empty fields, so nobody trusts them. As your CRM consultant, we clean the data, match the stages to how you really sell, and make sure every new lead has an owner within minutes. We start with HubSpot, and also work in Salesforce, Pipedrive and Zoho CRM.
If your team doesn't trust the CRM, they stop using it.
It usually goes the same way. The CRM gets set up once. Then imports, web forms and quick edits pile up: the same customer three times, deals that died last spring, fields nobody fills in. People drift back to spreadsheets.
Good CRM optimization doesn't start with buying a new one. It makes the one you have match how you really sell, so you can see who needs a call today.
A new lead, from form to first call.
Sample workflow for a fictional company.
From a web form to the first conversation.
- Machines run it: Lead captured
A form fill, call or ad lead lands in the CRM.
- Machines run it: Duplicate checked
If they are already in there, the record is updated, not copied.
- Machines run it: Details filled in
Company, job title and where the lead came from are added.
- Machines run it: Owner assigned
The lead goes to the right person, by rules you picked.
- People keep it: Owner reaches out
They get a task and call or email, ideally within minutes.
- People keep it: Notes logged
What they learned goes in the CRM, not in their head.
- Machines run it: Next step scheduled
A reminder is set so no lead goes quiet.
Sample automations.
What triggers each one, what it does, and what a person still checks.
| Automation | Trigger | What it does | A person checks |
|---|---|---|---|
| New lead owner | A form is filled or a call is logged | Picks who gets the lead, by service or area, and creates a task | Any lead the rules can't place |
| Duplicate merge | A new contact matches an existing one | Merges clear matches and flags unclear ones | Every flagged pair, before it merges |
| Stale deal reminder | A deal with no activity for 30 days | Reminds the owner to follow up or close the deal | Whether the deal is really dead |
| Monday CRM report | Every Monday at 6am | Lists new leads, leads with no reply and stuck deals | The owner, in the Monday meeting |
Built inside your CRM.
We work in the accounts you already own. You keep every login.
- HubSpot
- Salesforce
- Pipedrive
- Zoho CRM
- Zapier
- Make
What this isn't.
Plain answers to what owners worry about.
Questions about CRM consulting.
What does a CRM consultant do?
A CRM consultant fixes how your team uses the customer database: clean data, stages that match how you sell, leads that get an owner fast, and a few reports you will read.
Are you a HubSpot consultant?
HubSpot is the CRM we start with. We also work in Salesforce, Pipedrive and Zoho CRM.
What is CRM cleanup?
CRM cleanup means merging duplicates, closing dead deals and removing unused fields. We save a full copy of the data first.
What is CRM implementation?
CRM implementation is setting up a CRM for the first time: the fields, the stages, the web forms, and moving your old data in. We keep it as simple as the way you sell.
Does AI help with the cleanup?
It can spot likely duplicates. A person approves anything unclear, and the data stays in your CRM.
What does it cost?
The review is two weeks for a fixed fee, quoted before we start. A build covers a set list of work, usually 4 to 10 weeks, and is priced first.
Start with a two-week review.
Fixed price. At the end, you get a ranked plan: what to fix first, what it saves you, and what it protects.
Prefer email? Write to hello@satsumahq.com