End to end CRM consulting across HubSpot, Salesforce, Braze, ActiveCampaign, Pipedrive, and 15+ other platforms. I help you migrate, consolidate, or fix your CRM without the guesswork.
Most CRM problems don't start with the software. They start with paying for features nobody uses, running workflows nobody maintains, or being stuck on a platform that no longer fits the business. Switching feels risky, so teams keep paying for a system that's quietly working against them.
What You Get
Audit
Full audit of your current CRM: cost, usage, and workflow health.
Recommendations
A clear recommendation: stay and optimize, downgrade, or migrate to a better fit.
Execution
Hands on execution of the move, with your data and workflows fully preserved.
Integration
Full integration setup so your CRM talks to the rest of your stack: native integrations where they exist, and Zapier, Make, or n8n where they don't.
Who Is This For?
Companies paying for CRM features or seats they don't use.
Teams running on 3 or 4 disconnected tools that should be one.
Businesses considering a CRM switch but unsure if the cost and disruption is worth it.
Book a free 45 minute call. I'll walk through what you're paying for right now and tell you honestly if a change is worth it. No pressure, no fixed answer before we talk.
No. HubSpot is one of 15+ platforms I've worked across, including Salesforce, Klaviyo, Braze, Pipedrive, Mailchimp etc. My job is to recommend what fits your business, not push one platform.
No. Every migration starts with a full mapping of your existing data, domains, and active workflows before anything moves. A prominent Australian FinTech brand migration that I handled ran across 4 business units with zero disruption to daily operations, and that same process applies to every project.
It depends on the size of your database and how many workflows are active, but most audits are completed within 2-4 weeks, with a clear cost and timeline estimate before any migration work begins.
That's exactly what the first call is for. Sometimes the answer is to optimize what you have instead of migrating, and I'll tell you that directly if it's the cheaper, faster path.
Yes. I use native integrations first since they're more stable, and build custom automations through Zapier, Make, or n8n for anything that needs a manual connection. The goal is to remove manual data entry between your tools, not add another system to manage.