Leads & CRM
Create, qualify, assign and follow up every lead without re-entry.
I turn repetitive tasks into reliable workflows connecting your forms, CRM, emails, documents and teams.
Every workflow starts from a real problem, with clear rules, errors and ownership.
Create, qualify, assign and follow up every lead without re-entry.
Generate the right documents from your data, then file or send them.
Trigger the right customer message and team alert.
React to successful, pending, failed or refunded payments.
Move data between WordPress, CRM, Sheets, Brevo and your APIs.
Centralize useful data and produce actionable reporting.
Ideal for rapidly deploying visual scenarios with many ready-to-connect apps.
Ideal for advanced logic, APIs, custom processing and greater control.
Trigger, data, rules and expected outcome.
Connections, logic, controls and messages.
Success, errors, duplicates and edge cases.
Documentation and clear onboarding.
For teams receiving enquiries from several channels and spending too much time copying data or following up manually.
I define triggers, data fields and error handling, then connect your form, CRM, emails and notifications. I test duplicate submissions and explain how to take control.
After a website enquiry, the lead enters the CRM, your team gets an alert and a reminder is scheduled if nobody replies.
Website, business tool, payment or automation: tell me what you need and what you already use.