CRMs
HubSpot, Salesforce, Pipedrive, Airtable, Monday.
Gmail, Outlook, ActiveCampaign, Mailchimp.
Forms
Typeform, JotForm, Gravity Forms, Webflow.
Accounting & PM
QuickBooks, Xero, Asana, ClickUp, Notion.
Problems I solve
- Leads sitting in forms, not making it to CRM.
- Sales data not syncing to accounting.
- Customer info scattered across 5 tools.
How it works
1
Discovery - Map your tools and pain points.
2
Plan - Clear scope, timeline, outcomes.
3
Build - 1-3 weeks. Documentation included.